| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| DAVID G BAKER3 Filed as: DAVID STEELE | 1105 CORPORATE DR STE B STEELE INSURANCE GREENVILLE, NC 278586281 | METROPOLITAN LIFE INSURANCE COMPANY | $28K | — | $28K | 12.74% |
| MISTY EMMART3 Filed as: MISTY C EMMART | 4825 CORONADO DR WILMINGTON, NC 28409 | AFLAC | $8K | $417 | $8K | 10.67% |
| TRACEY DUTTON3 | 8631 GARLAND HWY CLINTON, NC 28328 | AFLAC | $4K | $136 | $4K | 5.07% |
| TAMMY BRITT COOPER3 | 1338 CADBURY CASTLE DR SE BOLIVIA, NC 28422 | AFLAC | $1K | $101 | $1K | 1.86% |
| PATRICIA G EMMART3 | 99 AQUA VISTA DR WILMINGTON, NC 28409 | AFLAC | $1K | — | $1K | 1.40% |
| NICHOLAS A OGDEN3 | 122 YORKSHIRE LN WILMINGTON, NC 28409 | AFLAC | $258 | — | $258 | 0.34% |
| MATTHEW G BERGER3 Filed as: MATTHEW W PINER | 13633 WAVERTON LN HUNTERSVILLE, NC 28078 | AFLAC | $223 | — | $223 | 0.29% |
| LUCY DIANE BAKER3 | 78470 HAMPSHIRE AVE PALM DESERT, CA 92211 | AFLAC | $220 | — | $220 | 0.29% |
| WILLIAM FRANKLIN LEE3 | 5801 SEABUOY CIR WILMINGTON, NC 28409 | AFLAC | $199 | — | $199 | 0.26% |
| TROY WEAVER3 | 37 JENN RD BURGAW, NC 28425 | AFLAC | $118 | — | $118 | 0.16% |
| RUEANNE M EMERSON3 | 142 NE 1ST ST OAK ISLAND, NC 28465 | AFLAC | $104 | — | $104 | 0.14% |
| LARRY A WESTON JR3 | 321 WINDSOR RD GREENVILLE, NC 27858 | AFLAC | $88 | — | $88 | 0.12% |
| ABBOTT INS SERVICES LLC3 | 1306 OAKRIDGE BLVD LUMBERTON, NC 28358 | AFLAC | $85 | — | $85 | 0.11% |
| CATHERINE L LEE3 | 10 NUN ST WILMINGTON, NC 28401 | AFLAC | $78 | — | $78 | 0.10% |
| SUSAN WRIGHT3 Filed as: SUSAN L WRIGHT | 153 NW 1ST ST OAK ISLAND, NC 28465 | AFLAC | $68 | — | $68 | 0.09% |
| J MICHAEL BUTLER3 | 1090 13TH AVE NW HICKTORY, NC 28601 | AFLAC | $50 | — | $50 | 0.07% |
| JEFFREY WHITE3 | 8250 PORTERS CROSSING WAY WILMINGTON, NC 28328 | AFLAC | $49 | — | $49 | 0.06% |
| MICHAEL HOLDER3 Filed as: MICHAEL A HOLDER | 503 FAIRFAX ST CLINTON, NC 28328 | AFLAC | $45 | — | $45 | 0.06% |
| WILLIAM L BAKER IV3 | 1121 WEDGELAND DR RALEIGH, NC 27615 | AFLAC | $44 | — | $44 | 0.06% |
| DAWN T SUCHECKI3 | 225 S WATER ST WILMINGTON, NC 28401 | AFLAC | $40 | — | $40 | 0.05% |
| MARTIN D ADAMS3 | PO BOX 1927 CLINTON, NC 28329 | AFLAC | $36 | — | $36 | 0.05% |
| CHERYL OLSEN3 | 74 TRESTLE LEAF PITTSBORO, NC 27312 | AFLAC | $34 | — | $34 | 0.04% |
| LISA M MUSTO3 Filed as: LISA MARIE MUSTO | 3424 W COMMUNITY DR JUPITER, FL 33458 | AFLAC | $21 | — | $21 | 0.03% |
| THOMAS E HATCHER JR3 | 1588 BAY TREE DR HARRELLS, NC 28444 | AFLAC | $18 | — | $18 | 0.02% |
| DAVID N MORGAN3 | 240 BEVERLY HILLS CIR APT 532 LYNCHBURG, VA 24502 | AFLAC | $13 | — | $13 | 0.02% |
| GORDON W HART3 | 264 THAD LITTLE RD AYDEN, NC 28513 | AFLAC | $8 | — | $8 | 0.01% |
| JILL R LAMBERT3 Filed as: JILL W DENTON | 3500 WESTGATE DR STE 602 DURHAM, NC 27707 | AFLAC | $8 | — | $8 | 0.01% |
| GARY W GREENE3 | 1609 W ARLINGTON BLVD STE 102 GREENVILLE, NC 27834 | AFLAC | $7 | — | $7 | 0.01% |
| LAUREN E SKINNER3 | 1024 MOCKINGBIRD DR RALEIGH, NC 27615 | AFLAC | $7 | — | $7 | 0.01% |
| ALTON RAY HUGHES3 | 2615 BROOKRIDGE CIR GREENVILLE, NC 27858 | AFLAC | $7 | — | $7 | 0.01% |
| PAUL R HIRSCH3 | P O BOX 688 FRUITLAND PARK, FL 34731 | AFLAC | $6 | — | $6 | 0.01% |
| RONNIE COKER JR3 | 311 WOODSPRING LN GREENVILLE, NC 27834 | AFLAC | $6 | — | $6 | 0.01% |
| K EARLE ABERNETHY3 | 2902 SHERYL DR KINSTON, NC 28504 | AFLAC | $6 | — | $6 | 0.01% |
| GORDAN K VANN3 | 2156 WESLEY LN GREENVILLE, NC 27858 | AFLAC | $6 | — | $6 | 0.01% |
| FRANKLIN R DAVIES3 | 221 ROYAL ABERDEEN WAY MCKINNEY, TX 75072 | AFLAC | $4 | — | $4 | 0.01% |
| LARA K GRANDE3 | 117 MORNING MIST LN FRANKLIN, TN 37064 | AFLAC | $3 | — | $3 | 0.00% |
| STEPHEN STRICKLAND3 | 147 WARREN DR ROANOKE RAPIDS, NC 27870 | AFLAC | $1 | — | $1 | 0.00% |
| DUANE A ADAMS3 Filed as: DUANE ALLEN ADAMS | 493 BAILEY DR LOUISA, VA 23093 | AFLAC | $1 | — | $1 | 0.00% |
| JANE W BARNHILL3 | 536 DOVEFIELD DR INDIAN TRAIL, NC 28079 | AFLAC | $1 | — | $1 | 0.00% |
| STEPHAN M SMITH3 | 10374 ALEXANDER MARTIN AVE CHARLOTTE, NC 28277 | AFLAC | $1 | — | $1 | 0.00% |
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 | 210 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 9 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 221 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE CO. | 221 | $1.3M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 395 | $220K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 395 | $220K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 395 | $220K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 395 | $220K |
| Other(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 395 | $296K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 395 | — |
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.