| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MEDCOST BENEFIT SERVICES3 Filed as: MEDCOST BENEFIT SERVICES LLC | 165 KIMEL PARK DRIVE WINSTON SALEM, NC 27103 | NATIONWIDE LIFE INSURANCE COMPANY | $0 | — | $0 | — |
| BENEFITS COUNT INC3 Filed as: BENEFITS COUNT 1 INC | 1401 CHRISTMAS ST RALEIGH, NC 27604 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $695 | — | $695 | — |
| DIGITAL INSURANCE LLC3 | 200 GALLERIA PKWY SUITE 1950 ATLANTA, GA 30339 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $575 | $4 | $579 | — |
| SUE S. WARDEN3 Filed as: SUE S WARDEN | 110 LINKS COURSE LANE ADVANCE, NC 27006 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $224 | — | $224 | — |
| ARTHUR WAYNE JORDAN JR3 | 514 OAKWOOD AVE RALEIGH, NC 27601 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $125 | $35 | $160 | — |
| TURNKEY BENEFIT INSURANCE SERVICES3 Filed as: TURNKEY BENEFITS INC | 8330 ALLISON POINTE TRL INDIANAPOLIS, IN 46250 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $93 | — | $93 | — |
| BENEFITS COUNTS 2 INC3 | 1401 CHRISTMAS CT RALEIGH, NC 27604 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $63 | $25 | $88 | — |
| SWIDPRO LLC3 Filed as: SWIDPRO LLV | 3316 SINGLELEAF LAND RALEIGH, NC 27616 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $45 | $9 | $54 | — |
| INSYNC BENEFITS INC3 Filed as: INSYNC BENEFITS LLC | PO BOX 1474 CORNELIUS, NC 28031 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $43 | — | $43 | — |
| BARRETT L PATTERSON3 | 1522 DELLWOOD DRI RALEIGH, NC 27607 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $35 | $7 | $42 | — |
| CAROLINA BENEFITS SOURCE INC3 Filed as: CAROLINA BENEFITS SOURCE LLC | 4461 NE 30TH AVE LIGHTHOUSE POINT, FL 33064 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | — | $10 | — |
| UN HUI SMITH3 | PO BOX 1722 DAVIDSON, NC 28036 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | — | $9 | — |
| BRIAN FLANNERY3 | 183 WINDSOR GREEN DR CLAYTON, NC 27527 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | — |
| ROBERT P MCFARLAND | 8627 SUMMERFIELD LN HUNTERSVILLE, NC 27527 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | — | — | $0 | — |
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 | 119 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 121 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | NATIONWIDE LIFE INSURANCE COMPANY | 111 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 116 | — |
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.