| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARK III BROKERAGE INC3 Filed as: MARK III BROKERAGE | 211 GREENWICH RD CHARLOTTE, NC 28211 | AMERITAS LIFE INSURANCE COMPANY | $327K | $1K | $328K | 1.44% |
| MERCER HEALTH AND BENEFITS, LLC Filed as: MERCER HEALTH & BENEFITS | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | LINCOLN NATIONAL LIFE INSURANCE CO. | $445K | — | $445K | 4.44% |
| MARK III BROKERAGE INC3 | 211 GREENWICH RD CHARLOTTE, NC 28211 | LINCOLN NATIONAL LIFE INSURANCE CO. | $336K | — | $336K | 3.34% |
| MARK III BROKERAGE INC3 | 300 W WATAUGA AVE JOHNSON CITY, TN 37604 | UNITED HEALTHCARE INSURANCE COMPANY | $201K | — | $201K | 5.25% |
| THE BENEFIT COMPANY INC3 Filed as: BENEFIT ADVISORS | 11426 CORLISS AVE CHARLOTTE, NC 28277 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $219K | — | $219K | 6.00% |
| MARK III BROKERAGE INC3 Filed as: MARK III BROKERAGE, INC. | 211 GREENWICH ROAD CHARLOTTE, NC 28211 | THE HARTFORD LIFE AND ACCIDENT | $92K | — | $92K | 8.30% |
| MGIS3 Filed as: MGIS, INC | PO BOX 16110 SALT LAKE CITY, UT 84116 | THE HARTFORD LIFE AND ACCIDENT | — | $86K | $86K | 7.77% |
| MARK III BROKERAGE INC3 | 300 WEST WATAUGA AVE JOHNSON CITY, TN 37604 | MUTUAL OF OMAHA | $54K | — | $54K | 8.00% |
| MARK III BROKERAGE INC3 Filed as: MARK III BROKERAGE | 211 GREENWICH RD CHARLOTTE, NC 28211 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $17K | — | $17K | 3.41% |
| MARK III BROKERAGE INC3 | 211 GREENWICH RD CHARLOTTE, NC 28211 | THE HARTFORD LIFE AND ACCIDENT INSURANCE | $34K | — | $34K | 12.42% |
| MARSH & MCLENNAN AGENCY LLC3 | 2301 SUGAR BUSH RD STE 600 RALEIGH, NC 27612 | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $18K | $3K | $21K | 17.86% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN LLC | 3625 N ELM ST STE 200 GREENSBORO, NC 274552604 | PRINCIPAL LIFE INSURANCE COMPANY | $17K | — | $17K | 15.00% |
| NEWMAN A TOWNSEND3 | 343 E SIX FORKS RD STE 388 RALEIGH, NC 27609 | MASSACHUSETTS MUTUAL LIFE INSURANCE CO | $30 | — | $30 | 0.48% |
| D.L. DAVIS & COMPANY INC.3 Filed as: D.L. DAVIS & CO | 1315 S MAIN ST WINSTONSALEM, NC 27127 | MASSACHUSETTS MUTUAL LIFE INSURANCE CO | $15 | — | $15 | 0.24% |
| HOLROYD AGENCY3 | 1401 GRANADA DRIVE RALEIGH, NC 27612 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $15 | — | $15 | 2.35% |
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 | 41,167 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 166 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 41,333 | 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 | 69,641 | $1.7M |
| Dental | AMERITAS LIFE INSURANCE COMPANY | 81,226 | $22.9M |
| Vision | UNITED HEALTHCARE INSURANCE COMPANY | 44,691 | $3.8M |
| Life insurance(4 contracts, 4 carriers) | LINCOLN NATIONAL LIFE INSURANCE CO. | 41,122 | $10.7M |
| Short-term disability(2 contracts, 2 carriers) | THE HARTFORD LIFE AND ACCIDENT | 40,480 | $1.2M |
| Long-term disability(4 contracts, 3 carriers) | THE HARTFORD LIFE AND ACCIDENT INSURANCE | 1,203 | $400K |
| Stop-loss / reinsurancereinsurance | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | 14,138 | $1.6M |
| Other(2 contracts, 2 carriers) | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 16,194 | $4.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 81,226 | — |
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.