| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BB&T INSURANCE SERVICES, INC.3 Filed as: BB&T INSURANCE SERVICES INC. | 3605 GLENWOOD AVENUE SUITE 201 RALEIGH, NC 27612 | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC | $42K | $3K | $45K | 5.38% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES | 3975 FAIR RIDGE DR SUITE 110 FAIRFAX, VA 220332911 | AMERITAS LIFE INSURANCE CORP. | $4K | — | $4K | 5.00% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES | 47 AIRPARK CT. P. O. BOX 27149 GREENVILLE, SC 296162149 | AMERITAS LIFE INSURANCE CORP. | — | $2K | $2K | 2.80% |
| DAWN JOHNSON3 | P. O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $4K | $1K | $5K | 16.92% |
| SHEM J BOSTICK3 Filed as: SHEM S. BOSTICK | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $603 | $191 | $794 | 2.69% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $265 | $56 | $321 | 1.09% |
| DAWN JOHNSON3 | P. O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $3K | $1K | $4K | 16.11% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $541 | $193 | $734 | 2.64% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $350 | $78 | $428 | 1.54% |
| DAWN JOHNSON3 | P. O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $4K | $688 | $4K | 22.36% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $489 | $115 | $604 | 3.07% |
| DAWN JOHNSON3 | P. O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $2K | $570 | $2K | 16.25% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $265 | $106 | $371 | 2.59% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $161 | $38 | $199 | 1.39% |
| DAWN JOHNSON3 | P. O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $2K | $372 | $2K | 19.11% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $311 | $73 | $384 | 2.98% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $186 | $38 | $224 | 1.74% |
| DAWN JOHNSON3 | P. O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $1K | $329 | $1K | 11.78% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $260 | $58 | $318 | 2.52% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $209 | $72 | $281 | 2.23% |
| JEREMY HOELKER3 | 10400 EATON PLACE SUITE 400 FAIRFAX, VA 22030 | AFLAC | $42 | — | $42 | 0.33% |
| KELLY DECKER3 | 7349 FOSTER LANE NOKESVILLE, VA 20181 | AFLAC | $42 | — | $42 | 0.33% |
| EDWIN VEGA3 | 134 PINECOVE AVENUE ODENTON, MD 21113 | AFLAC | $31 | $0 | $31 | 0.25% |
| LEOPOLD A DYCE JR3 Filed as: LEOPOLD DYCE, JR. | 20712 RAINSBORO DRIVE ASHBURN, VA 20147 | AFLAC | $28 | — | $28 | 0.22% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: LEORA BROWN | 7865 FLAGER CIRCLE MANASSAS, VA 20109 | AFLAC | $15 | — | $15 | 0.12% |
| DANIEL J LONG3 Filed as: DANIEL LONG | 6100 CHEVY CHASE DR. SUITE 102 LAUREL, MD 20707 | AFLAC | $7 | — | $7 | 0.06% |
| DAWN JOHNSON3 | P. O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $2K | $353 | $2K | 17.07% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $259 | $70 | $329 | 2.78% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $184 | $38 | $222 | 1.88% |
| DAWN JOHNSON3 | P. O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $2K | $449 | $2K | 18.60% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $243 | $75 | $318 | 2.75% |
| DAWN JOHNSON3 | P.O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $2K | $369 | $2K | 17.92% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $242 | $73 | $315 | 2.85% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $196 | $39 | $235 | 2.13% |
| DAWN JOHNSON3 | P. O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $1K | $335 | $2K | 16.30% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $223 | $65 | $288 | 2.68% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $157 | $32 | $189 | 1.76% |
| DAWN JOHNSON3 | PO BOX 982 CLARKSBURG, MD 20871 | AFLAC | $1K | $234 | $1K | 14.72% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $200 | $50 | $250 | 2.66% |
| VICTORIA ELIZABET GAGEN3 Filed as: VICTORIA GAGEN | 19215 WHEATFIELD DR GERMANTOWN, MD 20876 | AFLAC | $177 | — | $177 | 1.88% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $103 | $36 | $139 | 1.48% |
| DAWN JOHNSON3 | P. O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $1K | $130 | $1K | 13.97% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $180 | $22 | $202 | 2.22% |
| DORA BOSTICK3 | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $85 | — | $85 | 0.93% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $11 | $1 | $12 | 0.13% |
| DAVID MORNINGSTAR3 | 11285 DOVEDALE COURT 2ND FLOOR MARRIOTTSVILLE, MD 21104 | AFLAC | $7 | — | $7 | 0.08% |
| JEREMY A FELDMAN3 Filed as: JEREMY FELDMAN | 15324 SWEETBAY STREET WOODBINE, MD 21797 | AFLAC | $5 | — | $5 | 0.05% |
| KELLY LYNN FELDMAN3 Filed as: KELLY FELDMAN | 15324 SWEETBAY STREET WOODBINE, MD 21797 | AFLAC | $3 | — | $3 | 0.03% |
| EDWIN VEGA3 | 134 PINECOVE AVE. ODENTON, MD 21113 | AFLAC | $3 | — | $3 | 0.03% |
| DAWN JOHNSON3 | P. O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $952 | $284 | $1K | 15.40% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $149 | $54 | $203 | 2.53% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $98 | $22 | $120 | 1.50% |
| DAWN JOHNSON3 | P. O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $773 | $256 | $1K | 18.60% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $107 | $43 | $150 | 2.71% |
| DAWN JOHNSON3 | P. O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $283 | $67 | $350 | 16.07% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $44 | $13 | $57 | 2.62% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $49 | $7 | $56 | 2.57% |
| DAWN JOHNSON3 | P. O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $314 | $73 | $387 | 21.52% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $42 | $12 | $54 | 3.00% |
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 | 107 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 108 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC | 170 | $828K |
| Dental | AMERITAS LIFE INSURANCE CORP. | 222 | $75K |
| Vision | AMERITAS LIFE INSURANCE CORP. | 222 | $75K |
| Other(16 contracts) | AFLAC | 19 | $198K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 222 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.