| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CHARLES S JONES3 Filed as: CHARLES S. JONES | PO BOX 29004 23 GREENSBORO, NC 27429 | BLUE CROSS BLUE SHIELD OF NC | $14K | — | $14K | 1.96% |
| LESLEY BENEFITS3 | PO BOX 29236 23 GREENSBORO, NC 27429 | BLUE CROSS BLUE SHIELD OF NC | $13K | — | $13K | 1.77% |
| LESLEY BENEFITS3 Filed as: LESLEY BENEFITS GROUP | PO BOX 29236 23 GREENSBORO, NC 27429 | PRINCIPAL LIFE INSURANCE COMPANY | $4K | — | $4K | 6.83% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY, LLC | PO BOX 9395 23 GREENSBORO, NC 27429 | PRINCIPAL LIFE INSURANCE COMPANY | $705 | — | $705 | 1.29% |
| GLENN ZIMMERMAN INC Filed as: GLENN ZIMMERMAN, INC. | 1510 HIGH ROCK ROAD GIBSONVILLE, NC 27249 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $162 | $1K | 4.97% |
| FLOYD A BELL Filed as: FLOYD A. BELL | 4213 HENDERSON ROAD 23 GREENSBORO, NC 27410 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $967 | — | $967 | 3.38% |
| LESLIE Filed as: LESLIE BENEFITS | PO BOX 29236 23 GREENSBORO, NC 27429 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $609 | — | $609 | 2.13% |
| JANIE M GREER Filed as: JANIE M. GREER | 124 CHATTERSON DRIVE RALEIGH, NC 27615 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $198 | $17 | $215 | 0.75% |
| BARRETT L PATTERSON Filed as: BARRETT L. PATTERSON | PO BOX 10641 RALEIGHT, NC 27605 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $110 | $11 | $121 | 0.42% |
| GLENN ZIMMERMAN INC3 Filed as: GLENN ZIMMERMAN, INC. | PO BOX 13329 23 GREENSBORO, NC 27415 | LINCOLN NATIONAL INSURANCE COMPANY | $2K | — | $2K | 15.00% |
| LESLEY BENEFITS3 Filed as: LESLEY BENEFITS GROUP | PO BOX 29236 23 GREENSBORO, NC 27429 | US ABLE LIFE | $426 | — | $426 | 8.84% |
| MOSAIC GROUP SERVICES3 Filed as: MOSAIC GROUP | PO BOX 2291 DURHAM, NC 27702 | US ABLE LIFE | $280 | — | $280 | 5.81% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: SENN DUNN MARSH & MCLENNAN AGENCY | PO BOX 29004 23 GREENSBORO, NC 27429 | US ABLE LIFE | $73 | — | $73 | 1.52% |
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 | 122 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 122 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF NC | 122 | $733K |
| Dental | PRINCIPAL LIFE INSURANCE COMPANY | 126 | $55K |
| Life insurance(2 contracts, 2 carriers) | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | 86 | $33K |
| Short-term disability | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | 27 | $29K |
| Long-term disability | LINCOLN NATIONAL INSURANCE COMPANY | 22 | $10K |
| Prescription drug | BLUE CROSS BLUE SHIELD OF NC | 122 | $733K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 126 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.