| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC Filed as: MARSH & MCLENNAN AGENCY, LLC | MMA TRION OPERATING, LBX 41203 MA5-527-2-07 O MORRISSEY BLVD DORCHESTER, MA 02125 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $32K | $1K | $34K | 9.21% |
| SIA GROUP INC | 827 GUM BRANCH ROAD JACKSONVILLE, NC 28540 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $3K | — | $3K | 0.77% |
| MARSH & MCLENNAN AGENCY LLC Filed as: MARSH & MCLENNAN AGENCY LLC, PO | PO BOX 350 CONSHOHOCKEN, PA 19428 | CIGNA DENTAL | $7K | — | $7K | 10.86% |
| SIA GROUP INC Filed as: SIA GROUP | 827 GUM BRANCH ROAD JACKSONVILLE, NC 28540 | CIGNA DENTAL | $615 | — | $615 | 0.99% |
| MARSH & MCLENNAN AGENCY LLC Filed as: MARSH & MCLENNAN AGENCY LLC, PO | PO BOX 350 CONSHOHOCKEN, PA 19428 | SUN LIFE ASSURANCE COMPANY OF CANADA | $8K | — | $8K | 13.43% |
| GRIMES INSURANCE LLC | 2728 HUNTINGTON ROAD FAYETTEVILLE, NC 28303 | COLONIAL LIFE AND ACCIDENT COMPANY | $4K | $739 | $5K | 27.11% |
| GLENN ZIMMERMAN INC Filed as: GLENN ZIMMERMAN | 1510 HIGH ROCK ROAD GIBSONVILLE, NC 27249 | COLONIAL LIFE AND ACCIDENT COMPANY | $2K | $553 | $3K | 16.59% |
| LESLEY BENEFITS | 1114 HAMMEL ROAD GREENSBORO, NC 27408 | COLONIAL LIFE AND ACCIDENT COMPANY | $1K | — | $1K | 6.99% |
| NANCY Y BELL Filed as: NANCY BELL | 4213 HENDERSON ROAD GREENSBORO, NC 27410 | COLONIAL LIFE AND ACCIDENT COMPANY | $163 | — | $163 | 0.97% |
| SWIDPRO LLC | 3316 SINGLELEAF LANE RALEIGH, NC 27616 | COLONIAL LIFE AND ACCIDENT COMPANY | $50 | $29 | $79 | 0.47% |
| MAY WAY OF WAKE COUNTY INC | 124 CHATTERSON DRIVE RALEIGH, NC 27615 | COLONIAL LIFE AND ACCIDENT COMPANY | $42 | — | $42 | 0.25% |
| BARRETT L PATTERSON | 1522 DELLWOOD DR. RALEIGH, NC 27607 | COLONIAL LIFE AND ACCIDENT COMPANY | $19 | — | $19 | 0.11% |
| BENEFITS COUNT INC Filed as: BENEFITS COUNT II INC. | 1401 CHRISTMAS CT. RALEIGH, NC 27604 | COLONIAL LIFE AND ACCIDENT COMPANY | $15 | — | $15 | 0.09% |
| JASON DOUGLAS WISE | 8257 PRIMANTI BLVD RALEIGH, NC 27612 | COLONIAL LIFE AND ACCIDENT COMPANY | $1 | — | $1 | 0.01% |
| SIA GROUP INC Filed as: SIA GROUP | 827 GUM BRANCH ROAD JACKSONVILLE, NC 28540 | COMMUNITY EYE CARE | $730 | — | $730 | 10.00% |
| FLORES AND ASSOCIATES Filed as: FLORES | 2013 W MOREHEAD ST. SUITE B CHARLOTTE, NC 28208 | FLORES | — | $2K | $2K | — |
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 | 101 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 101 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 101 | $365K |
| Dental | CIGNA DENTAL | 95 | $62K |
| Vision | COMMUNITY EYE CARE | 109 | $7K |
| Life insurance(2 contracts, 2 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 111 | $79K |
| Short-term disability(2 contracts, 2 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 111 | $79K |
| Long-term disability(2 contracts, 2 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 111 | $79K |
| Other | FLORES | 23 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 111 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.