| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARK III BROKERAGE INC3 | 211 GREENWICH RD CHARLOTTE, NC 28211 | AMERITAS LIFE INSURANCE COMPANY | $341K | $3K | $343K | 1.51% |
| MERCER HEALTH AND BENEFITS, LLC5 Filed as: MERCER VOLUNTARY BENEFITS | 12421 MEREDITH DRIVE URBANDALE, IA 50398 | METROPOLITAN LIFE INSURANCE COMPANY | $449K | — | $449K | 5.69% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC | PO BOX 310502 DES MOINES, IA 50331 | METROPOLITAN LIFE INSURANCE COMPANY | — | $125K | $125K | 1.58% |
| MARK III BROKERAGE INC3 Filed as: MARK III BROKERAGE, INC. | 10117 HIGHWAY 421 N SHADY VALLEY, TN 37688 | UNITED HEALTHCARE INSURANCE COMPANY | $160K | — | $160K | 5.18% |
| BENEFITS ADVISOR3 | 11426 CORLISS AVE CHARLOTTE, NC 28277 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $151K | — | $151K | 6.00% |
| MARK III BROKERAGE INC3 | 211 GREENWICH RD CHARLOTTE, NC 28211 | HARTFORD LIFE AND ACCIDENT | $139K | — | $139K | 15.00% |
| MGIS3 Filed as: MGIS, INC | PO BOX 16110 SALT LAKE CITY, UT 84116 | HARTFORD LIFE AND ACCIDENT | — | $74K | $74K | 7.98% |
| MARK III BROKERAGE INC3 Filed as: MARK III BROKERAGE | 10117 HIGHWAY 421 N SHADY VALLEY, TN 376885211 | METROPOLITAN LIFE INSURANCE CO. | $21K | $3K | $24K | 4.72% |
| MARK III BROKERAGE INC3 | 211 GREENWICH RD CHARLOTTE, NC 28211 | MUTUAL OF OMAHA | $39K | — | $39K | 10.00% |
| MARK III BROKERAGE INC3 | 211 GREENWICH ROAD CHARLOTTE, NC 28211 | HARTFORD LIFE AND ACCIDENT INSURANCE | $53K | — | $53K | 15.00% |
| MGIS3 | PO BOX 16110 SALT LAKE CITY, UT 84116 | HARTFORD LIFE AND ACCIDENT INSURANCE | — | $28K | $28K | 8.04% |
| MARSH & MCLENNAN AGENCY LLC3 | 2301 SUGAR BUSH RD STE 600 RALEIGH, NC 27612 | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $20K | — | $20K | 15.00% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN LLC | PO BOX 9395 GREENSBORO, NC 27429 | PRINCIPAL LIFE INSURANCE COMPANY | $8K | — | $8K | 17.50% |
| MICHAEL WITHROW3 Filed as: MICHAEL C WATERS | 2301 SUGAR BUSH RD RALEIGH, NC 27612 | MASSACHUSETTS MUTUAL LIFE INS | $183 | — | $183 | 0.87% |
| TOWNSEND NEWMAN A III3 | 343 E SIX FORKS RD RALEIGH, NC 27609 | MASSACHUSETTS MUTUAL LIFE INS | $75 | — | $75 | 0.36% |
| DANIEL JAMES SHANAHAN3 | 4000 WESTCHASE BLVD RALEIGH, NC 27607 | MASSACHUSETTS MUTUAL LIFE INS | — | $72 | $72 | 0.34% |
| D.L. DAVIS & COMPANY INC.3 Filed as: D.L. DAVIS & CO | 1315 S MAIN ST WINSTONSALEM, NC 27127 | MASSACHUSETTS MUTUAL LIFE INS | $63 | — | $63 | 0.30% |
| BRIAN J RUFF3 | 40 CALHOUN ST STE 310 CHARLESTON, SC 29401 | MASSACHUSETTS MUTUAL LIFE INS | $25 | — | $25 | 0.12% |
| TIMOTHY EBERT3 | 1111 S MARSHALL ST STE 190 WINSTONSALEM, NC 27101 | MASSACHUSETTS MUTUAL LIFE INS | $9 | — | $9 | 0.04% |
| HUDNALL BERTRAND III3 | 40 CALHOUN ST STE 310 CHARLESTON, SC 29401 | MASSACHUSETTS MUTUAL LIFE INS | — | $1 | $1 | 0.00% |
| GAVALAS NICHOLAS B3 | 799 CREEKSIDE DR MT PLEASANT, SC 29464 | MASSACHUSETTS MUTUAL LIFE INS | — | — | $0 | 0.00% |
| HOLROYD AGENCY3 | 1401 GRANADA DRIVE RALEIGH, NC 27612 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $92 | — | $92 | 2.60% |
| D.L. DAVIS & COMPANY INC.3 Filed as: D L DAVIS & CO | 1315 MAIN ST WINSTONSALEM, NC 27127 | MASSACHUSETTS MUTUAL LIFE INSURANCE CO | $3 | — | $3 | 0.11% |
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 | 35,571 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 191 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 35,762 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | 65,495 | $1.2M |
| Dental | AMERITAS LIFE INSURANCE COMPANY | 65,755 | $22.7M |
| Vision | UNITED HEALTHCARE INSURANCE COMPANY | 33,451 | $3.1M |
| Life insurance(4 contracts, 4 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 36,415 | $8.4M |
| Short-term disability(2 contracts, 2 carriers) | HARTFORD LIFE AND ACCIDENT | 35,045 | $1.0M |
| Long-term disability(4 contracts, 3 carriers) | HARTFORD LIFE AND ACCIDENT INSURANCE | 1,071 | $509K |
| Stop-loss / reinsurancereinsurance | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | 13,626 | $1.1M |
| Other(3 contracts, 3 carriers) | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 36,415 | $3.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 65,755 | — |
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.