| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES LLC | PO BOX 896620 CHARLOTTE, NC 28289 | ANTHEM HEALTH PLANS OF VIRGINIA, INC. | $48K | $0 | $48K | 11.19% |
| THE BENEFIT COMPANY INC3 Filed as: BENEFIT COMPANY INC | PO BOX 211486 COLUMBIA, SC 29221 | ANTHEM HEALTH PLANS OF VIRGINIA, INC. | $31K | $0 | $31K | 7.38% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 350 CONSHOHOCKEN, PA 19428 | ANTHEM HEALTH PLANS OF VIRGINIA, INC. | $4K | $0 | $4K | 0.97% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, LLC | 10 FRANKLIN RD SE STE 100 ROANOKE, VA 240112113 | AMERITAS LIFE INSURANCE CORP | $23K | $0 | $23K | 8.31% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES LLC | 47 AIRPORT CT PO BOX 27149 GREENSBORO, SC 296162149 | AMERITAS LIFE INSURANCE CORP | $0 | $7K | $7K | 2.57% |
| MARSH & MCLENNAN AGENCY LLC3 | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 194062772 | AMERITAS LIFE INSURANCE CORP | $5K | $0 | $5K | 1.68% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES LLC | PO BOX 896620 CHARLOTTE, NC 28289 | ANTHEM LIFE INSURANCE COMPANY (G1400) | $23K | $2K | $25K | 9.80% |
| THE BENEFIT COMPANY INC3 Filed as: BENEFIT COMPANY INC | PO BOX 211486 COLUMBIA, SC 29221 | ANTHEM LIFE INSURANCE COMPANY (G1400) | $9K | $0 | $9K | 3.72% |
| THE BENEFIT COMPANY INC3 | PO BOX 211486 COLUMBIA, SC 29221 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $8K | $0 | $8K | 9.58% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INS SVCS INC | 7701 AIRPORT CENTER DRIVE STE 1800 GREENSBORO, NC 274099047 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $8K | $0 | $8K | 9.49% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INS SVCS INC | 7701 AIRPORT CENTER DRIVE STE 1800 GREENSBORO, NC 274099047 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $922 | $0 | $922 | 7.12% |
| THE BENEFIT COMPANY INC3 | PO BOX 211486 COLUMBIA, SC 29221 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $809 | $0 | $809 | 6.25% |
| THE BENEFIT COMPANY INC3 | PO BOX 211486 COLUMBIA, SC 29221 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $1K | $0 | $1K | 11.93% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INS SVCS INC | 7701 AIRPORT CENTER DRIVE STE 1800 GREENSBORO, NC 274099047 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $1K | $0 | $1K | 11.71% |
| THE BENEFIT COMPANY INC3 | PO BOX 211486 COLUMBIA, SC 29221 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $367 | $0 | $367 | 5.58% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INS SVCS INC | 7701 AIRPORT CENTER DRIVE STE 1800 GREENSBORO, NC 274099047 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $305 | $0 | $305 | 4.64% |
| MARSH & MCLENNAN AGENCY LLC3 | 4900 LIBBIE MILL EAST BLVD STE 100 RICHMOND, VA 23230 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $24 | $0 | $24 | 0.36% |
| MARSH & MCLENNAN AGENCY LLC3 | 2301 SUGAR BUSH RD STE 600 RALEIGH, NC 27612 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $1 | $0 | $1 | 0.02% |
No Schedule C service providers reported on this filing.
Benefits declared on the Form 5500 main form (✓ = also has a Schedule A insurance contract; otherwise the benefit is funded out of plan assets or via a Schedule C TPA).
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 593 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 593 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | HEALTHKEEPERS, INC. | 828 | $5.1M |
| Dental | AMERITAS LIFE INSURANCE CORP | 1,271 | $276K |
| Vision | ANTHEM HEALTH PLANS OF VIRGINIA, INC. | 828 | $425K |
| Life insurance | ANTHEM LIFE INSURANCE COMPANY (G1400) | 735 | $252K |
| Short-term disability | ANTHEM LIFE INSURANCE COMPANY (G1400) | 735 | $252K |
| Long-term disability | ANTHEM LIFE INSURANCE COMPANY (G1400) | 735 | $252K |
| Other(5 contracts, 2 carriers) | ANTHEM LIFE INSURANCE COMPANY (G1400) | 735 | $368K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,271 | — |
Why the numbers differ. Form 5500 line 6 counts employees + retirees + beneficiaries; no dependents. Schedule A persons-covered counts everyone enrolled, including spouses and children, so it usually exceeds line 6 by 30-60% on a working-age workforce. The medical row is normally the broadest single line because it has the highest take-up; dental/vision/life often dip below it. Stop-loss / reinsurance contracts sometimes report the carrier's full underwriting pool rather than this filer's headcount; the row is shown for transparency but shouldn't be read as "people in this plan."
No prospect flags tripped on this filing.