| 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. | $16K | $218 | $16K | 10.59% |
| BENEFIT COMPANY INC OF SC3 Filed as: BENEFIT COMPANY INC - SC | PO BOX 211486 COLUMBIA, SC 29221 | ANTHEM HEALTH PLANS OF VIRGINIA, INC. | $2K | $0 | $2K | 1.59% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES LLC | 999 SHADY GROVE STE 200 MEMPHIS, TN 38119 | SUN LIFE ASSURANCE COMPANY OF CANADA | $3K | $993 | $4K | 9.68% |
| MARSH & MCLENNAN AGENCY LLC3 | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | SUN LIFE ASSURANCE COMPANY OF CANADA | $2K | $0 | $2K | 4.07% |
| MCGRIFF INSURANCE SERVICES INC3 | 999 SHADY GROVE ST 200 MEMPHIS, TN 38119 | SUN LIFE ASSURANCE COMPANY OF CANADA | $2K | $215 | $2K | 24.09% |
| MARSH & MCLENNAN AGENCY LLC3 | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | SUN LIFE ASSURANCE COMPANY OF CANADA | $121 | $0 | $121 | 1.28% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES LLC | 1425 SIMINOLE TRAIL 2ND FL CHARLOTTESVILLE, VA 229011417 | AMERITAS LIFE INSURANCE CORP | $437 | $0 | $437 | 5.31% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES LLC | 2108 W LABURNUM AVE STE 310 PO BOX 17370 RICHMOND, VA 232267370 | AMERITAS LIFE INSURANCE CORP | $386 | $0 | $386 | 4.69% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES LLC | 47 AIRPARK CT PO BOX 27149 GREENVILLE, SC 296162149 | AMERITAS LIFE INSURANCE CORP | $0 | $259 | $259 | 3.15% |
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 | 98 | 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) | 99 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | ANTHEM HEALTH PLANS OF VIRGINIA, INC. | 193 | $154K |
| Dental | ANTHEM HEALTH PLANS OF VIRGINIA, INC. | 193 | $154K |
| Vision(2 contracts, 2 carriers) | ANTHEM HEALTH PLANS OF VIRGINIA, INC. | 193 | $162K |
| Life insurance(2 contracts) | SUN LIFE ASSURANCE COMPANY OF CANADA | 109 | $54K |
| Short-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 109 | $44K |
| Long-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 109 | $44K |
| Other(2 contracts) | SUN LIFE ASSURANCE COMPANY OF CANADA | 109 | $54K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 193 | — |
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.