| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 9395 GREENSBORO, NC 274290395 | PRINCIPAL LIFE INSURANCE COMPANY | $11K | $0 | $11K | 12.79% |
| KJELL T TERRELL3 | 327 GOLF COURSE DR RALEIGH, NC 27610 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $115 | $2K | 5.92% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 350 CONSHOHOCKEN, PA 19428 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $180 | $2K | 4.27% |
| BENEFIT COUNT I, INC.3 Filed as: BENEFIT COUNT I INC | 1401 CHRISTMAS CT RALEIGH, NC 27604 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $0 | $1K | 3.29% |
| ARTHUR WAYNE JORDAN JR3 | 514 OAKWOOD AVENUE RALEIGH, NC 27610 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $631 | $113 | $744 | 2.02% |
| BENEFIT COUNT LI INC3 Filed as: BENEFIT COUNT II INC | 1401 CHRISTMAS COURT RALEIGH, NC 27604 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $540 | $105 | $645 | 1.75% |
| KRISTEN BIBLE3 | 5461 TRALEE PLACE RALEIGH, NC 27609 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $161 | $5 | $166 | 0.45% |
| JASON DOUGLAS WISE3 | 8257 PRIMANTI BLVD RALEIGH, NC 27612 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $121 | $0 | $121 | 0.33% |
| BARRETT L PATTERSON3 | 1522 DELLWOOD DR. RALEIGH, NC 27607 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $54 | $1 | $55 | 0.15% |
| TRIAD BENEFITS GROUP INC3 | 200 DOLLY LANE WINSTON SALEM, NC 27107 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $29 | $15 | $44 | 0.12% |
| INSYNC BENEFITS INC3 | PO BOX 1474 CORNELIUS, NC 28031 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $17 | $0 | $17 | 0.05% |
| PATRICIA L CARON3 | 7 AVENIDA VISTA GRANDE SANTA FE, NM 87508 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $16 | $0 | $16 | 0.04% |
| BRIAN FLANNERY3 | 183 WINDSOR GREEN DRIVE CLAYTON, NC 27527 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.00% |
| MARSH & MCLENNAN AGENCY LLC3 | 2301 SUGAR BUSH RD STE 600 RALEIGH, NC 27612 | METROPOLITAN LIFE INSURANCE COMPANY | $656 | $0 | $656 | 5.26% |
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 | 180 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 180 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITED HEALTHCARE INSURANCE COMPANY | 164 | $10K |
| Dental(2 contracts, 2 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 226 | $94K |
| Vision(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 164 | $22K |
| Life insurance(2 contracts, 2 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 226 | $121K |
| Short-term disability | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | 48 | $37K |
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE COMPANY | 123 | $314K |
| Other(3 contracts, 3 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 226 | $130K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 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.