| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| JAMES A SCOTT & SON INC3 Filed as: JAMES A SCOTT & SON, INC. DBA SCOTT | 1700 BAYBERRY COURT SUITE 200 RICHMOND, VA 23226 | HCC LIFE INSURANCE COMPANY | — | $13K | $13K | 1.65% |
| LINDA E BARTON3 Filed as: LINDA BARTON | 8322 BEN NEVIS DR NORTH CHESTERFIELD, VA 23235 | AFLAC | $21K | $574 | $22K | 9.21% |
| JOHNNA STEWART3 | 3401 BAYMEADOWS WAY APT 318 HENRICO, VA 23233 | AFLAC | $3K | $115 | $3K | 1.33% |
| ROBERT A ROBERTSON3 Filed as: ROBERT ROBERTSON | 12791 BUTLER RD AMELIA COURT HOUSE, VA 23002 | AFLAC | $1K | — | $1K | 0.53% |
| RUEANN EMERSON3 | 1017 ASHES DR STE 106 WILMINGTON, NC 28405 | AFLAC | $992 | $115 | $1K | 0.47% |
| PHYLLIS DAWN HESLEP3 Filed as: PHYLLIS HESLEP | 4805 LAKE BROOK DR GLEN ALLEN, VA 23060 | AFLAC | $877 | — | $877 | 0.37% |
| JULIE THOMPSON PRIOR3 | 3460 BROOKLAND MANOR DR POWHATAN, VA 23139 | AFLAC | $872 | — | $872 | 0.37% |
| ELIZABETH ANNE BUCHANAN3 Filed as: ELIZABETH BUCHANAN | 3401 HUNTON RIDGE DR GLEN ALLEN, VA 23059 | AFLAC | $840 | — | $840 | 0.36% |
| SHANE ANDY KINNER3 Filed as: SHANE KINNER | 10129 ASHLEY MANOR LN MECHANICSVILLE, VA 23116 | AFLAC | $685 | — | $685 | 0.29% |
| SALLY BASS PHILLIPS3 Filed as: SALLY PHILLIPS | PO BOX 1618 MECHANICSVILLE, VA 23116 | AFLAC | $576 | — | $576 | 0.25% |
| RONALD WAYNE WILKINS3 Filed as: RONALD WILKINS | PO BOX 48 LOTTSBURG, VA 22511 | AFLAC | $529 | — | $529 | 0.23% |
| TIMOTHY CAVAZOS3 | 108 ANDREW LINDSEY WILLIAMSBURG, VA 23185 | AFLAC | $522 | — | $522 | 0.22% |
| SCOTT DAVIS3 | 2608 ADAMO CT RICHMOND, VA 23233 | AFLAC | $494 | — | $494 | 0.21% |
| DAVID MORGAN3 | 906 MERCHANT LEE PL MANAKIN SABOT, VA 23103 | AFLAC | $414 | — | $414 | 0.18% |
| PATRICIA M VANDERGAST3 Filed as: PATRICIA VANDERGAST | 8726 HORNWOOD CT CHARLOTTE, NC 28215 | AFLAC | $369 | — | $369 | 0.16% |
| THOMAS E HATCHER JR3 Filed as: THOMAS HATCHER JR | 1588 BAYTREE DR HARRELLS, NC 28444 | AFLAC | $238 | — | $238 | 0.10% |
| LAURA T DRAY3 Filed as: LAURA DRAY | 686 OAK VALLEY BLVD ADVANCE, NC 27006 | AFLAC | $237 | — | $237 | 0.10% |
| KATHRYN G KEMPTON3 Filed as: KATHRYN KEMPTON | 837 RIFES FORD RD VERONA, VA 24482 | AFLAC | $203 | — | $203 | 0.09% |
| JANICE ALLEN TURNER3 | 429 MAPLE TOP LN BUCKINGHAM, VA 23921 | AFLAC | $174 | — | $174 | 0.07% |
| ROY CHILDRESS3 Filed as: ROY MUNSTER | 8332 CHARING LN GLEN ALLEN, VA 23059 | AFLAC | $167 | — | $167 | 0.07% |
| MICHAEL R HURD3 | 10103 RIVENDELL LN CHARLOTTE, NC 28269 | AFLAC | $163 | — | $163 | 0.07% |
| JOHN COLE3 | 6546 FARMER DENTON ROAD DENTON, NC 27239 | AFLAC | $130 | — | $130 | 0.06% |
| DUANE A ADAMS3 Filed as: DUANE ADAMS | 11520 NUCKOLS RD STE 103 GLEN ALLEN, VA 23059 | AFLAC | $128 | — | $128 | 0.05% |
| HAROLD L STAFFORD3 Filed as: HAROLD STAFFORD | 10722 NW 20TH DR CORAL SPRINGS, FL 33071 | AFLAC | $124 | — | $124 | 0.05% |
| JOE MEEKS3 | 14480 FALLS OF NEUSE RD STE 149/109 RALEIGH, NC 27614 | AFLAC | $123 | — | $123 | 0.05% |
| BENJAMIN O THOMPSON SR3 Filed as: BENJAMIN THOMPSON SR | 2012 GAMELAW CT MIDLOTHIAN, VA 23113 | AFLAC | $114 | — | $114 | 0.05% |
| IAN B BRANYON3 Filed as: IAN BRANYON | 2301 LUCIEN WAY STE 150 MAITLAND, FL 32751 | AFLAC | $102 | — | $102 | 0.04% |
| D AND V BUTLER INC3 Filed as: J BUTLER | 1090 13TH AVE NW HICKORY, NC 28601 | AFLAC | $100 | — | $100 | 0.04% |
| ALEXANDRIA GILLIS3 | 5201 CRESSINGHAM DR FORT MILL, SC 29707 | AFLAC | $98 | — | $98 | 0.04% |
| JOHN G VANDER GAST3 Filed as: JOHN VANDER GAST | 8726 HORNWOOD CT CHARLOTTE, NC 28215 | AFLAC | $91 | — | $91 | 0.04% |
| DAVID BAKER3 | 1531 SUNFLOWER FIELD PL MATTHEWS, NC 28104 | AFLAC | $85 | — | $85 | 0.04% |
| MELANIE B MUNSTER3 Filed as: MELANIE MUNSTER | 8332 CHARING LN GLEN ALLEN, VA 23059 | AFLAC | $76 | — | $76 | 0.03% |
| WILLIAM P FLEMING3 Filed as: WILLIAM FLEMING | 1511 BRENTWOOD PL MORGANTON, NC 28855 | AFLAC | $76 | — | $76 | 0.03% |
| REBECCA F SMITH3 Filed as: REBECCA SMITH | 5040 SADLER PL STE 110 GLEN ALLEN, VA 23060 | AFLAC | $64 | — | $64 | 0.03% |
| GEORGE O GREENE3 Filed as: GEORGE GREENE | 10941 GRANADA RD RICHMOND, VA 23235 | AFLAC | $61 | — | $61 | 0.03% |
| CHRISTOPHER PARSONS3 | 193 BEACH RD POQUOSON, VA 23662 | AFLAC | $60 | — | $60 | 0.03% |
| ANNE H MARTIN3 Filed as: ANNE MARTIN | 3239 MOUNT TABOR RD CRESWELL, NC 27928 | AFLAC | $58 | — | $58 | 0.02% |
| TELLIE ANN TURNER SAUNDERS3 Filed as: TELLIE TURNER SAUNDERS | 427 MAPLE TOP LN BUCKINGHAM, VA 23921 | AFLAC | $56 | — | $56 | 0.02% |
| TOMMY MCKEE3 | 5013 FOREST OAKS DR LAS VEGAS, NV 89149 | AFLAC | $55 | — | $55 | 0.02% |
| STEPHEN W CROTTS SR3 Filed as: STEPHEN CROTTS SR | 514 E 3RD ST UNIT C SILER CITY, NC 27344 | AFLAC | $55 | — | $55 | 0.02% |
| TRACY L HURD3 Filed as: TRACY HURD | 10103 RIVENDELL LN CHARLOTTE, NC 28269 | AFLAC | $52 | — | $52 | 0.02% |
| ROY S TURNER3 Filed as: ROY TURNER | 429 MAPLE TOP LN BUCKINGHAM, VA 23921 | AFLAC | $51 | — | $51 | 0.02% |
| RICHARD JONES3 | 12828 ENGLISH WALNUT LN CHARLOTTE, NC 28215 | AFLAC | $50 | — | $50 | 0.02% |
| PEGGY MORRIS3 | 2720 WOODLORE TRL WINSTON SALEM, NC 27103 | AFLAC | $43 | — | $43 | 0.02% |
| KIM J WILLIAMS3 Filed as: KIM WILLIAMS | 2685 WILLIAMS RD LEWISVILLE, NC 27023 | AFLAC | $40 | — | $40 | 0.02% |
| MARY LEE NICHOLS3 Filed as: MARY NICHOLS | 317 4TH ST #276 LA CROSSE, WI 54601 | AFLAC | $39 | — | $39 | 0.02% |
| DANIEL M SMITH3 Filed as: DANIEL SMITH | 12820 WEST CREEK PKWY STE K RICHMOND, VA 23238 | AFLAC | $39 | — | $39 | 0.02% |
| GREGORY D HILL3 Filed as: GREGORY HILL | 16142 SWALLOWTAIL PL MIDLOTHIAN, VA 23113 | AFLAC | $39 | — | $39 | 0.02% |
| FRANCES SHAFFER3 | 14025 TOWER RD SMITHBURG, MD 21783 | AFLAC | $34 | — | $34 | 0.01% |
| AMELIA MORGAN3 | 1904 ELLIS DR MAIDENS, VA 23102 | AFLAC | $31 | — | $31 | 0.01% |
| TERESA L SELLS3 Filed as: TERESA SELLS | PO BOX 84 WEST JEFFERSON, NC 28694 | AFLAC | $31 | — | $31 | 0.01% |
| NICHOLAS WAGNER3 | 4665 HAYGOOD RD STE 402 VIRGINIA BEACH, VA 23455 | AFLAC | $30 | — | $30 | 0.01% |
| TEMPLE SCOTT JENKINS3 Filed as: TEMPLE JENKINS | 6550 GREEN BAY RD GREEN BAY, VA 23942 | AFLAC | $30 | — | $30 | 0.01% |
| LARRY L LUCAS3 Filed as: LARRY LUCAS | 325 STEAMBOAT LN HARTFIELD, VA 23071 | AFLAC | $29 | — | $29 | 0.01% |
| LARRY WESTON JR3 | 321 WINDSOR RD GREENVILLE, NC 27858 | AFLAC | $29 | — | $29 | 0.01% |
| KRISTI LESLIE3 | 201 E 1ST ST STE A PRATT, KS 67124 | AFLAC | $28 | — | $28 | 0.01% |
| DIANE GREY3 | 11600 KINGS POND DR PROVIDENCE FORGE, VA 23140 | AFLAC | $27 | — | $27 | 0.01% |
| SUSAN COYNER3 | PO BOX 478 WAYNESBORO, VA 22980 | AFLAC | $26 | — | $26 | 0.01% |
| MICHELLE P PHELPS3 Filed as: MICHELLE PHELPS | 2046 WESTON RD CRESWELL, NC 27928 | AFLAC | $26 | — | $26 | 0.01% |
| LEWIS K GATHRIGHT JR3 Filed as: LEWIS GATHRIGHT JR | PO BOX 165 GOOCHLAND, VA 23063 | AFLAC | $26 | — | $26 | 0.01% |
| RICHARD KRESINSKE3 | 4004 ATLANTIC AVE APT 803 VIRGINIA BEACH, VA 23451 | AFLAC | $25 | — | $25 | 0.01% |
| MICHAEL D DANIELS3 Filed as: MICHAEL DANIELS | 162 LITTLE JOHN RD STATESVILLE, NC 28625 | AFLAC | $25 | — | $25 | 0.01% |
| PATRICIA JOHNSON3 | 357 SOUTHERN BRANCH DR MYRTLE BEACH, SC 29588 | AFLAC | $25 | — | $25 | 0.01% |
| ELIZABETH A COOK MILLER3 Filed as: ELIZABETH COOK MILLER | 88 OLD LAUREL HILL RD VERONA, VA 24482 | AFLAC | $24 | — | $24 | 0.01% |
| MR C SHANNON WILKINS3 | PO BOX 46 LOTTSBURG, VA 22511 | AFLAC | $24 | — | $24 | 0.01% |
| LUCY DIANE BAKER3 Filed as: LUCY BAKER | 1455 N MELROSE DR APT 109 VISTA, VA 92083 | AFLAC | $24 | — | $24 | 0.01% |
| JENNY L T NELSON3 | PO BOX 1066 NORTH WILKESBORO, NC 28659 | AFLAC | $24 | — | $24 | 0.01% |
| RONALD INFANTINO3 | 7242 SW 163RD CT MIAMI, FL 33193 | AFLAC | $24 | — | $24 | 0.01% |
| ROBERT M TASSONE3 Filed as: ROBERT TASSONE | PO BOX 6949 WILLIAMSBURG, VA 23188 | AFLAC | $21 | — | $21 | 0.01% |
| ELIZABETH MANGUM3 | 3919 WENTWORTH DR DURHAM, NC 27707 | AFLAC | $21 | — | $21 | 0.01% |
| BARBARA BLOOD3 | 158 OAKMONT PL MOUNT AIRY, NC 27030 | AFLAC | $21 | — | $21 | 0.01% |
| DONALD R MARSHALL3 Filed as: DONALD MARSHALL | 1222 NORTHWOOD CHURCH RD YADKINVILLE, NC 27055 | AFLAC | $20 | — | $20 | 0.01% |
| FAY MARTIN3 | 19220 FOREST RD LYNCHBURG, VA 24502 | AFLAC | $20 | — | $20 | 0.01% |
| SIMERSON & ASSOCIATES INC3 | 3810 SOWERS RD LINWOOD, NC 27299 | AFLAC | $18 | — | $18 | 0.01% |
| DAWN D JOHNSTON3 Filed as: DAWN JOHNSTON | 1884 OLD NEW BERN RD CHOCOWINITY, NC 27817 | AFLAC | $18 | — | $18 | 0.01% |
| MARTA M SASTRE3 Filed as: MARTA SASTRE | PO BOX 140127 CORAL GABLES, FL 33114 | AFLAC | $17 | — | $17 | 0.01% |
| GABLES FINANCIAL GROUP INC3 Filed as: GABLES FINANCIAL GRP INC | PO BOX 9 ALTOONA, FL 32702 | AFLAC | $17 | — | $17 | 0.01% |
| THOMAS ROBINSON3 | 81 COTTAGE CT CORDONSVILLE, VA 22942 | AFLAC | $17 | — | $17 | 0.01% |
| RUSSELL TINNEY3 | 3440 TORRINGTON WAY APT 7 STE 101 FAYETTEVILLE, VA 28314 | AFLAC | $17 | — | $17 | 0.01% |
| DEBRA K CRAVER3 Filed as: DEBRA CRAVER | 1394 JUBILEE RD LINWOOD, NC 27299 | AFLAC | $16 | — | $16 | 0.01% |
| LAURA S AMBROSE3 Filed as: LAURA AMBROSE | 3552 GOARD TOWN RD WASHINGTON, NC 27889 | AFLAC | $14 | — | $14 | 0.01% |
| RUTH P YOUNG3 Filed as: RUTH YOUNG | 677 BERKMAR CT CHARLOTTSVILLE, VA 22901 | AFLAC | $14 | — | $14 | 0.01% |
| SUSAN E. KEELER3 Filed as: SUSAN KEELER | 9222 54TH CT E PARRISH, FL 34219 | AFLAC | $14 | — | $14 | 0.01% |
| CHERYL D DAVENPORT3 Filed as: CHERYL DAVENPORT | 13407 SOUTHWALK ST SAN ANTONIO, TX 78232 | AFLAC | $13 | — | $13 | 0.01% |
| DEE W SLATER3 Filed as: DEE SLATER | 6847 WELLSLEY CT CLEMMONS, NC 27012 | AFLAC | $13 | — | $13 | 0.01% |
| JOHN MYERS3 | PO BOX 669 STATESVILLE, NC 28687 | AFLAC | $12 | — | $12 | 0.01% |
| REGINA G MARTIN3 Filed as: REGINA MARTIN | 1032 OCEAN BLVD W SUPPLY, NC 28462 | AFLAC | $11 | — | $11 | 0.00% |
| MICHAEL MARTIN3 | 762 CHAPEL RIDGE DR PITTSBORO, NC 27312 | AFLAC | $11 | — | $11 | 0.00% |
| KATHY HENNIGAN3 | 9600 WATERFALL COVE DR CHESTERFIELD, VA 23832 | AFLAC | $10 | — | $10 | 0.00% |
| JOAN H DIXON3 Filed as: JOAN DIXON | 1896 OLD NEW BERN RD CHOCOWINITY, NC 27817 | AFLAC | $10 | — | $10 | 0.00% |
| LEEANN B MILLER3 Filed as: LEEANN MILLER | 450 BRIARWOOD PL SE CONCORD, NC 28025 | AFLAC | $9 | — | $9 | 0.00% |
| GRAVES INC3 | 5659 W HOLIDAY ST HOMOSASSA, FL 34448 | AFLAC | $8 | — | $8 | 0.00% |
| JOANNE SCHERER3 | 1028 WATER LN JONESVILLE, NC 28642 | AFLAC | $8 | — | $8 | 0.00% |
| MARK D LUTHER3 Filed as: MARK LUTHER | 804 MOOREFIELD PARK DR STE 205 NORTH CHESTERFIELD, VA 23236 | AFLAC | $8 | — | $8 | 0.00% |
| STEVEN J PERRY3 Filed as: STEVEN PERRY | 1650 SAND LAKE RD STE 201D ORLANDO, FL 32809 | AFLAC | $8 | — | $8 | 0.00% |
| JEFFERY S GIBSON3 Filed as: JEFFERY GIBSON | 3009 HUNTON COTTAGE LN GLEN ALLEN, VA 23059 | AFLAC | $7 | — | $7 | 0.00% |
| DAVID LAMAR MYERS3 Filed as: DAVID MYERS | PO BOX 69 FRANKLINTON, NC 27525 | AFLAC | $7 | — | $7 | 0.00% |
| EXSEPTIONAL SERVICES INC3 | 158 PRINTERS LN NEW LONDON, NC 28127 | AFLAC | $6 | — | $6 | 0.00% |
| TERRY SILVERS3 | 100 GREENLEAF DR FLAT ROCK, NC 28731 | AFLAC | $6 | — | $6 | 0.00% |
| VICKIE LOSNES3 | 8540 GOODVIEW RD GOODVIEW, VA 24095 | AFLAC | $6 | — | $6 | 0.00% |
| J W GRIMES INC3 | 6165 WATERFORD RD COLUMBUS, GA 31904 | AFLAC | $6 | — | $6 | 0.00% |
| CHRISTOPHER S BALL3 Filed as: CHRISTOPHER BALL | 1040 CRANBERRY CT MONETA, VA 24121 | AFLAC | $5 | — | $5 | 0.00% |
| MARY E BECKER3 | 685 LAKEMONT TRL MOUNT AIRY, NC 27030 | AFLAC | $5 | — | $5 | 0.00% |
| GEORGE WILLIAMS3 | 208 GRAND PARK BLVD CHARLESTON, SC 29492 | AFLAC | $5 | — | $5 | 0.00% |
| JULIE W CRAIG3 Filed as: JULIE CRAIG | 10722 NW 20TH DR CORAL SPRINGS, FL 33071 | AFLAC | $5 | — | $5 | 0.00% |
| CECIL JACKSON3 | 1913 TRALEE CT WINTERVILLE, NC 28590 | AFLAC | $5 | — | $5 | 0.00% |
| CHARLES BERRIER JR3 | PO BOX 722 WYTHEVILLE, VA 24382 | AFLAC | $2 | $3 | $5 | 0.00% |
| JOYCE FREED3 | 12102 BLOSSOM POINT RD CHESETER, VA 23831 | AFLAC | $4 | — | $4 | 0.00% |
| TONY J DELBEN3 Filed as: TONY DELBEN | 143 SANDREED DR MOORESVILLE, NC 28117 | AFLAC | $4 | — | $4 | 0.00% |
| MICHAEL FATHERREE3 | 171 COUNTY ROAD 1559 ALBA, TX 75410 | AFLAC | $4 | — | $4 | 0.00% |
| RONALD E KIRKLAND3 Filed as: RONALD KIRKLAND | 1044 HARBOR RIDGE RD GUNTERSVILLE, AL 35976 | AFLAC | $4 | — | $4 | 0.00% |
| BONNIE TAFT3 | 573 CANE RUN ST HARRODSBURG, KY 40330 | AFLAC | $4 | — | $4 | 0.00% |
| SUSAN MCGOWAN3 | 838 S MAIN ST APT 109 MOUNT AIRY, NC 27030 | AFLAC | $4 | — | $4 | 0.00% |
| TRUSTPOINT BENEFITS & COMPENSATION3 Filed as: TRUSTPOINT INSURANCE LLC | 425 STATE ST STE 307 BRISTOL, VA 24201 | AFLAC | $4 | — | $4 | 0.00% |
| SHEILA L RAITCH3 Filed as: SHEILA RAITCH | 5524 LIBER CT GAINESVILLE, VA 20155 | AFLAC | $3 | — | $3 | 0.00% |
| LINDSEY JO MARTIN3 Filed as: LINDSEY MARTIN | 1450 N ULMER ST GREENWOOD, AR 72936 | AFLAC | $3 | — | $3 | 0.00% |
| KELLY LEBSACK3 | 823 N ELM ST GREENSBORO, NC 27401 | AFLAC | $3 | — | $3 | 0.00% |
| SABRINA ANN PARSONS3 Filed as: SABRINA PARSONS | 193 BEACH RD POQUOSON, VA 23662 | AFLAC | $3 | — | $3 | 0.00% |
| LYNN W RACKEMANN3 Filed as: LYNN RACKEMANN | 1160 BROWDER FARM RD GERMANTON, NC 27019 | AFLAC | $3 | — | $3 | 0.00% |
| PHILLIP A MCGLOTHLIN3 Filed as: PHILLIP MCGLOTHLIN | PO BOX 354 LEBANON, VA 24266 | AFLAC | $3 | — | $3 | 0.00% |
| STEPHEN STOX3 | 702 CROMWELL DR STE F GREENVILLE, NC 27858 | AFLAC | $2 | — | $2 | 0.00% |
| RODNEY ALAN HARMON3 Filed as: RODNEY HARMON | 9921 TAYLOR RD CHESTERFIELD, VA 23838 | AFLAC | $2 | — | $2 | 0.00% |
| STEPHEN C SIBEL3 Filed as: STEPHEN SIBEL | 86 MAPLE AVE COLLEGEVILLE, PA 19426 | AFLAC | $2 | — | $2 | 0.00% |
| DAVID SCHERER3 | 1028 WATERN LN JONESVILLE, NC 28642 | AFLAC | $2 | — | $2 | 0.00% |
| RICHARD KIDD3 | 5523 WINTERCREEK DR GLEN ALLEN, VA 23060 | AFLAC | $2 | — | $2 | 0.00% |
| KARINA AIKEN3 | 2511 JUDITH ST LYNCHBURG, VA 24501 | AFLAC | $1 | — | $1 | 0.00% |
| DEBORAH A WITHEY3 Filed as: DEBORAH WITHEY | 2149 6TH ST NW HICKORY, NC 28601 | AFLAC | $1 | — | $1 | 0.00% |
| JEANNETTE FATHERREE3 | 171 COUNTY ROAD 1559 ALBA, TX 75410 | AFLAC | $1 | — | $1 | 0.00% |
| K ABERNETHY3 | 2902 SHERYL DR KINSTON, NC 28504 | AFLAC | $1 | — | $1 | 0.00% |
| CHUCK MARTIN & ASSOC INC3 | 2008 SMOKERIDGE LN GREENSBORO, NC 27407 | AFLAC | $1 | — | $1 | 0.00% |
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 | 1,190 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,193 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | FIDELITY SECURITY LIFE INSURANCE COMPANY | 1,630 | $86K |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 1,190 | $128K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 587 | $132K |
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE COMPANY | 1,034 | $771K |
| Other(3 contracts, 2 carriers) | AFLAC | 1,190 | $368K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,630 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.