| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 7701 AIRPORT CENTER DR STE 1800 GREENSBORO, NC 274099047 | UNITEDHEALTHCARE INSURANCE COMPANY | — | $7K | $7K | 1.97% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICE LLC | 550 S CALDWELL ST STE 1500 CHARLOTTE, NC 28202 | SUN LIFE ASSURANCE COMPANY OF CANADA | $7K | $2K | $9K | 12.80% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES LLC | 8200 GREENSBORO DR FL 8 MCLEAN, VA 22102 | DELTA DENTAL OF VIRGINIA | $2K | — | $2K | 5.34% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | PO BOX 896620 CHARLOTTE, NC 28289 | VISION SERVICE PLAN | $574 | — | $574 | 8.88% |
| ROGERS BENEFIT GROUP INC4 Filed as: M ROGERS GROUP LLC | PO BOX 853 GEORGETOWN, CO 80444 | PRE-PAID LEGAL SERVICES DBA LEGALSHIELD | $362 | — | $362 | 13.22% |
| MCGRIFF INSURANCE SERVICES INC4 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 214 N TYRON ST FLOOR 46 CHARLOTTE, NC 28202 | PRE-PAID LEGAL SERVICES DBA LEGALSHIELD | $90 | — | $90 | 3.29% |
| PATRIOT GROWTH INSURANCE SERVICES4 | 4069 CHAIN BRIDGE ROAD FAIRFAX, VA 22030 | PRE-PAID LEGAL SERVICES DBA LEGALSHIELD | $54 | — | $54 | 1.97% |
| PATRICIA L. MOORE4 Filed as: PATRICIA L MOORE | 218 PARK WAY FRONT ROYAL, VA 22630 | PRE-PAID LEGAL SERVICES DBA LEGALSHIELD | $24 | — | $24 | 0.88% |
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 | 40 | 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) | 40 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTHCARE INSURANCE COMPANY | 48 | $378K |
| Dental | DELTA DENTAL OF VIRGINIA | 58 | $43K |
| Vision | VISION SERVICE PLAN | 30 | $6K |
| Life insurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 40 | $71K |
| Short-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 40 | $71K |
| Long-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 40 | $71K |
| Other(2 contracts, 2 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 40 | $74K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 58 | — |
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.