| 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 | 1.27% |
| DJA, INC.3 Filed as: DJA INC | 4069 CHAIN BRIDGE ROAD, TOP FLOOR FAIRFAX, VA 22030 | UNITEDHEALTHCARE INSURANCE COMPANY | — | $4K | $4K | 0.72% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICE LLC | 214 TRYON ST FL 46 CHARLOTTE, NC 28202 | SUN LIFE ASSURANCE COMPANY OF CANADA | $6K | — | $6K | 7.32% |
| THE BUSINESS BENEFITS GROUP, INC.3 | 4069 CHAIN BRIDGE ROAD, TOP FLOOR FAIRFAX, VA 22030 | SUN LIFE ASSURANCE COMPANY OF CANADA | $3K | $1K | $5K | 5.79% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES LLC | 8200 GREENSBORO DR FL 8 MCLEAN, VA 22102 | DELTA DENTAL OF VIRGINIA | $2K | — | $2K | 2.75% |
| THE BUSINESS BENEFITS GROUP, INC.3 | 4069 CHAIN BRIDGE ROAD, TOP FLOOR FAIRFAX, VA 22030 | DELTA DENTAL OF VIRGINIA | $2K | — | $2K | 2.39% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | PO BOX 896620 CHARLOTTE, NC 28289 | VISION SERVICE PLAN | $531 | — | $531 | 5.95% |
| THE BUSINESS BENEFITS GROUP, INC.3 | 4069 CHAIN BRIDGE ROAD, TOP FLOOR FAIRFAX, VA 22030 | VISION SERVICE PLAN | $288 | — | $288 | 3.23% |
| PATRIOT GROWTH INSURANCE SERVICES3 | 4069 CHAIN BRIDGE RD TOP FLOOR FAIRFAX, VA 22030 | VISION SERVICE PLAN | $83 | — | $83 | 0.93% |
| PATRIOT GROWTH INSURANCE SERVICES4 | 4069 CHAIN BRIDGE ROAD FAIRFAX, VA 22030 | PRE-PAID LEGAL SERVICES DBA LEGALSHIELD | $367 | — | $367 | 10.20% |
| PATRICIA L. MOORE4 Filed as: PATRICIA L MOORE | 218 PARK WAY FRONT ROYAL, VA 22630 | PRE-PAID LEGAL SERVICES DBA LEGALSHIELD | $177 | — | $177 | 4.92% |
| ROGERS BENEFIT GROUP INC4 Filed as: M ROGERS GROUP LLC | PO BOX 853 GEORGETOWN, CO 80444 | PRE-PAID LEGAL SERVICES DBA LEGALSHIELD | $106 | — | $106 | 2.95% |
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 | 110 | 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) | 110 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTHCARE INSURANCE COMPANY | 46 | $536K |
| Dental(2 contracts, 2 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 129 | $599K |
| Vision(2 contracts, 2 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 50 | $545K |
| Life insurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 110 | $78K |
| Short-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 110 | $78K |
| Long-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 110 | $78K |
| Prescription drug | UNITEDHEALTHCARE INSURANCE COMPANY | 46 | $536K |
| Other(2 contracts, 2 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 110 | $82K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 129 | — |
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.