| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES SE, INC | 80 INTERNATIONAL DR SUITE 425 GREENVILLE, NC 29615 | BLUE CROSS AND BLUE SHIELD OF LOUISIANA | $80K | — | $80K | 2.12% |
| MARTIN D ADAMS3 Filed as: MARTIN ADAMS | PO BOX 1927 188 JIM SAULS RD CLINTON, NC 28329 | AFLAC | $60K | $2K | $62K | 3.68% |
| JERRY T ANDREWS3 Filed as: JERRY ANDREWS | 902 WILLIAMS ROAD NEW BERN, NC 28562 | AFLAC | $56K | $3K | $59K | 3.51% |
| PATRICIA GAREY3 | 11285 HARRELLS HWY HARRELLS, NC 28444 | AFLAC | $34K | $1K | $36K | 2.10% |
| JOEL S WADDELL3 Filed as: JOEL WADDELL | 354 NC 581 HWY S GOLDSBORO, NC 27530 | AFLAC | $20K | $1K | $21K | 1.27% |
| SHEILA O'QUINN3 | 119 TIMBERLAKE DR CLINTON, NC 28328 | AFLAC | $19K | $513 | $20K | 1.16% |
| JUSTIN O'QUINN3 | 8453 CENTRAL DRIVE RALEIGH, NC 27613 | AFLAC | $19K | $562 | $19K | 1.15% |
| GREG SULLIVAN3 | 210 SUTTONS RUN GOLDSBORO, NC 27534 | AFLAC | $12K | $480 | $13K | 0.75% |
| JOAN MOORE3 | P.O. BOX 25 HARRELLS, NC 28444 | AFLAC | $12K | $711 | $13K | 0.74% |
| MAURICE WATSON3 | 408 WALKING STICK TRAIL CLINTON, NC 28328 | AFLAC | $9K | $19 | $9K | 0.53% |
| CATHERINE L LEE3 Filed as: CATHERINE LEE | 10 NUN ST WILMINGTON, NC 28401 | AFLAC | $7K | $684 | $7K | 0.43% |
| JARRETT LUEHRSEN3 | 5014 NORTHERN LIGHTS DR UNIT 1 FORT COLLINS, CO 80528 | AFLAC | $6K | $129 | $6K | 0.38% |
| TRACEY DUTTON3 | 301 FORK LAKE DR CLINTON, NC 28328 | AFLAC | $6K | $178 | $6K | 0.38% |
| GARHAM MOZINGO3 | 602 DEER ACRES DR GOLDSBORO, NC 27530 | AFLAC | $6K | $92 | $6K | 0.35% |
| MELISSA ARMATIS3 Filed as: MELISSA RHODES | 2685 S RAINBOW BLVD STE 200 LAS VEGAS, NV 89146 | AFLAC | $5K | $618 | $5K | 0.32% |
| BRADLEY LEWIS3 | 3522 HARRISBURG DR FAYETTEVILLE, NC 28306 | AFLAC | $5K | $41 | $5K | 0.27% |
| LARRY WESTON JR3 | 321 WINDSOR RD GREENVILLE, NC 27585 | AFLAC | $3K | — | $3K | 0.20% |
| WYONITA J ADAMS3 Filed as: WYONITA ADAMS | 10440 HARRELLS HWY HARRELLS, NC 28444 | AFLAC | $3K | — | $3K | 0.19% |
| SANDRA ADAMS3 | P.O. BOX 1927 CLINTON, NC 28329 | AFLAC | $3K | $201 | $3K | 0.18% |
| WENDY HALL3 | 3058 FAISON HIGHWAY CLINTON, NC 28328 | AFLAC | $3K | — | $3K | 0.16% |
| NANCY HUG3 | PO BOX 13125 NEW BERN, NC 28561 | AFLAC | $3K | — | $3K | 0.15% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: ROBERT BROWN | 202 NEWPORT DR JACKSONVILLE, NC 28540 | AFLAC | $2K | — | $2K | 0.13% |
| MICHAEL BROCK3 | 188 JIM SAULS RD WARSAW, NC 28398 | AFLAC | $1K | $22 | $1K | 0.08% |
| LARRY D GROVES3 Filed as: LARRY GROVES | 309 COLERIDGE DRIVE DUNN, NC 28334 | AFLAC | $1K | — | $1K | 0.07% |
| PAULETTE WATSON3 | 408 WALKING STICK TRAIL CLINTON, NC 28328 | AFLAC | $1K | — | $1K | 0.07% |
| JESSICA SHIVAR3 | 8375 NC HIGHWAY 55 W SEVEN SPRINGS, NC 28578 | AFLAC | $1K | $4 | $1K | 0.06% |
| KIM J WILLIAMS3 | 2685 WILLIAMS RD LEWISVILLE, NC 27023 | AFLAC | $906 | — | $906 | 0.05% |
| THOMAS E HATCHER JR3 Filed as: THOMAS HATCHER JR | 1588 BAYTREE DR HARRELLS, NC 28444 | AFLAC | $902 | — | $902 | 0.05% |
| JERRY OLIVER CREECH3 Filed as: JERRY CREECH | 5915 SANTO DOMINGO CT NEW BERN, NC 28560 | AFLAC | $888 | — | $888 | 0.05% |
| J MICHAEL BUTLER3 Filed as: MICHAEL J BUTLER | 1440 OLD LENOIR DR, SUITE A HICKORY, NC 28601 | AFLAC | $778 | — | $778 | 0.05% |
| JUANITA WOWRA3 | PO BOX 123 MAGNOLIA, NC 28453 | AFLAC | $761 | — | $761 | 0.05% |
| VERONICA HEDGES3 | 2536 CYPRESS OAK LANE GASTONIA, NC 28056 | AFLAC | $686 | — | $686 | 0.04% |
| THOMAS TAYLOR3 | 9360 NC HWY 55 W DOVER, NC 28526 | AFLAC | $684 | — | $684 | 0.04% |
| CHRISTIE COATS3 | 320 NEW RD BURGAW, NC 28425 | AFLAC | $682 | — | $682 | 0.04% |
| DAVID MORGAN3 | 906 MERCHANT LEE PL MANAKIN SABOT, VA 23103 | AFLAC | $641 | — | $641 | 0.04% |
| ROBERT GOBLE3 | 1410 4TH ST DR NW UNIT 208 HICKORY, NC 28681 | AFLAC | $585 | — | $585 | 0.03% |
| GEORGE JOSEPH3 | PO BOX 82 GOLDSBORO, NC 27533 | AFLAC | $556 | — | $556 | 0.03% |
| MATTHEW PINER3 | 100 S SMITHFIELD RD KNIGHTDALE, NC 27545 | AFLAC | $549 | — | $549 | 0.03% |
| STEPHEN STOX3 | 702 CROMWELL DR STE F GREENVILLE, NC 27858 | AFLAC | $522 | — | $522 | 0.03% |
| KEVIN ASCANIO3 | 467 TRALEE DR SMITHFIELD, NC 27577 | AFLAC | $516 | $3 | $519 | 0.03% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: JAMES BROWN | 2522 OWENS LANDING TRL NW KENNESAW, GA 30152 | AFLAC | $519 | — | $519 | 0.03% |
| ELECTRO MEDICAL SERVICES, INC.3 | PO BOX 680 CLINTON, NC 28329 | AFLAC | $511 | — | $511 | 0.03% |
| ROBERT JORDAN JR3 | P.O. BOX 113 VAN, WV 25206 | AFLAC | $492 | — | $492 | 0.03% |
| JILL DENTON3 | 3500 WESTGARE DR SUITE 602 DURHAM, NC 72207 | AFLAC | $465 | — | $465 | 0.03% |
| MICHAEL B HAYES3 Filed as: MICHAEL HAYES | 1219 PINE VALLEY DRIVE NEW BERN, NC 28562 | AFLAC | $425 | — | $425 | 0.03% |
| BARRY J STEWART3 Filed as: BARRY STEWART | 9507 HIGH POINT RD BATON ROUGE, LA 70810 | AFLAC | $349 | $68 | $417 | 0.02% |
| JACOB MATTHEWS3 | 500 COHARIE DR CLINTON, NC 28328 | AFLAC | $398 | — | $398 | 0.02% |
| ANGELIA HERRING3 | 3585 S NC HWY 11 WALLACE, NC 28466 | AFLAC | $383 | — | $383 | 0.02% |
| DIANNE BRADLEY3 | 50 RIDGECREST DR ARLINGTON, TN 38002 | AFLAC | $317 | — | $317 | 0.02% |
| GORDON VANN3 | 2156 WESLEY LANE GREENSVILLE, NC 27585 | AFLAC | $280 | — | $280 | 0.02% |
| KELLY LEBSACK3 | 823 N ELM ST GREENSBORO, NC 27401 | AFLAC | $272 | — | $272 | 0.02% |
| LAUREN ELLIOTT3 | 4243 ELM GROVE RD KINGSTON, NC 28504 | AFLAC | $269 | — | $269 | 0.02% |
| AMBER BRUSH3 | 239 LISA DR PRINCETON, NC 27569 | AFLAC | $268 | — | $268 | 0.02% |
| LAUREN E SKINNER3 Filed as: LAUREN SKINNER | 1225 NORRIS ST RALEIGH, NC 27604 | AFLAC | $243 | — | $243 | 0.01% |
| RICK FOWLER3 | 413 BUTLER DR CLINTON, NC 28328 | AFLAC | $211 | — | $211 | 0.01% |
| ASHLEY SINGLEY3 | 7649 DUNN RD ROSEBORO, NC 28382 | AFLAC | $201 | — | $201 | 0.01% |
| CATHRYN YOUNG3 | 2805 WESTON CT WILMINGTON, NC 28409 | AFLAC | $192 | — | $192 | 0.01% |
| MICHAEL HOLDER3 | 503 FAIRFAX STREET CLINTON, NC 28328 | AFLAC | $172 | — | $172 | 0.01% |
| K ABERNETHY3 | 2902 SHERYL DRIVE KINSTON, NC 28504 | AFLAC | $160 | — | $160 | 0.01% |
| ROBERT P MCFARLAND3 Filed as: ROBERT BARNES III | 227 CHRISTENBURY LN CLAYTON, NC 27527 | AFLAC | $151 | — | $151 | 0.01% |
| JIMMIE SCHAFFER3 | 316 BROADFOOT AVE FAYETTEVILLE, NC 28305 | AFLAC | $150 | — | $150 | 0.01% |
| HEIDI DIFILLIPPO3 | 560H PARKERTOWN RD FOUR OAKS, NC 27524 | AFLAC | $141 | — | $141 | 0.01% |
| NORWOOD RANDY JONES3 Filed as: NORWOOD JONES | PO BOX 802 PRINCETON, NC 27569 | AFLAC | $137 | — | $137 | 0.01% |
| LISA CHAVIS3 | 58 DARK WATER LN PEMBROKE, NC 28372 | AFLAC | $134 | — | $134 | 0.01% |
| DEBRA HARRISON3 | PO BOX 399 ORIENTAL, NC 28571 | AFLAC | $134 | — | $134 | 0.01% |
| JAMES GREG HOGUE3 Filed as: JAMES HOGUE | PO BOX 2301 MONROE, LA 71207 | AFLAC | $123 | — | $123 | 0.01% |
| LUCY DIANE BAKER3 | 1455 N MELROSE DR APT 109 VISTA, CA 92083 | AFLAC | $108 | — | $108 | 0.01% |
| GARY GREENE3 | 1609 W ARLINGTON BLVD STE 102 GREENVILLE, NC 27585 | AFLAC | $103 | — | $103 | 0.01% |
| JANE W BARNHILL3 Filed as: JANE BARNHILL | 6636 NC HWY 43 S GREENVILLE, NC 27858 | AFLAC | $84 | — | $84 | 0.00% |
| CHRISTINE WANDALL3 | 139 DARRYL DRIVE FOUR OAKS, NC 27524 | AFLAC | $83 | — | $83 | 0.00% |
| LARA K GRANDE3 Filed as: LARA GRANDE | 117 MORNING MIST LN FRANKLIN, TN 37064 | AFLAC | $76 | — | $76 | 0.00% |
| DONNA STRICKLAND3 | 345 RUBRUM DR HILLSBORO, NC 27278 | AFLAC | $62 | — | $62 | 0.00% |
| DAVID MARKS3 | 4021 WE HECK CT BLDG J BATON ROUGE, LA 70816 | AFLAC | $48 | $11 | $59 | 0.00% |
| STEPHEN SMITH3 | 10374 ALEXANDER MARTIN AVE CHARLOTTE, NC 28277 | AFLAC | $54 | — | $54 | 0.00% |
| JAMES MCDANIEL3 | 7801 NW 375TH ST PTY 50671 DORAL, FL 33195 | AFLAC | $50 | — | $50 | 0.00% |
| LINNEA CARTER3 | 5671 ARCHER RD HOPE MILLS, NC 28348 | AFLAC | $49 | — | $49 | 0.00% |
| JAN ANDREWS3 | 902 WILLIAMS RD NEW BERN, NC 28562 | AFLAC | $49 | — | $49 | 0.00% |
| REGINA BRYAN3 | 464 PEARSON RD CLINTON, NC 28328 | AFLAC | $37 | $2 | $39 | 0.00% |
| DIANNE HALL3 | 5825 FINISH LINE DRIVE HOPE MILLS, NC 28348 | AFLAC | $39 | — | $39 | 0.00% |
| SUSAN MCGRATH3 | 100 SHENANDOAH RD JACKSONVILLE, NC 28546 | AFLAC | $36 | — | $36 | 0.00% |
| LINDA L HUFFMAN3 Filed as: LINDA HUFFMAN | 1621 RUTHERFORD CV NESBIT, MS 38651 | AFLAC | $36 | — | $36 | 0.00% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: SEABURY & SMITH, INC. | PO BOX 10414 DES MOINES, IA 50306 | AFLAC | $36 | — | $36 | 0.00% |
| MICHAEL SKIPPER3 | PO BOX 15553 ELIZABETHTOWN, NC 28337 | AFLAC | $30 | — | $30 | 0.00% |
| MARION BAXTER JR3 | PO BOX 642 TABOR CITY, NC 28463 | AFLAC | $29 | — | $29 | 0.00% |
| MARIAN E HENDERSON3 Filed as: MARIAN HENDERSON | 102 SAVANNAH WAY HENDERSONVILLE, TN 37075 | AFLAC | $29 | — | $29 | 0.00% |
| DUANE A ADAMS3 Filed as: DUANE ADAMS | 11520 NUCKOLS RD STE 103 GLEN ALLEN, VA 23059 | AFLAC | $27 | — | $27 | 0.00% |
| CHARLES ROBBINS3 | 118 SUNSET RD EL DORADO, AR 71730 | AFLAC | $26 | — | $26 | 0.00% |
| DEVI KOONCE SR3 | 9240 OLD US HWY 70 COVE CITY, NC 28523 | AFLAC | $26 | — | $26 | 0.00% |
| ROBERT M LYMAN3 Filed as: ROBERT LYMAN | 1145 SPARKLING CRYSTAL AVE HENDERSON, NV 89015 | AFLAC | $24 | — | $24 | 0.00% |
| PEDRO MASSOL JR3 | 404 DUART ROAD LUMBERTON, NC 28358 | AFLAC | $24 | — | $24 | 0.00% |
| CAMERON ADAMS3 | 335 SPRUNT DR CLINTON, NC 28328 | AFLAC | $23 | — | $23 | 0.00% |
| RAYMOND SCOTT3 | PO BOX 907 PARKTON, NC 28371 | AFLAC | $22 | — | $22 | 0.00% |
| MICHAEL BERRY BREWTON3 Filed as: MICHAEL BREWTON | 116 KILLGORE RD STE 3 RUSTON, LA 71270 | AFLAC | $22 | — | $22 | 0.00% |
| DON GAREY3 | 10386 HARRELLS HWY HARRELLS, NC 28444 | AFLAC | $18 | — | $18 | 0.00% |
| SEAN R HILDRETH3 Filed as: SEAN HILDRETH | 434 TUCKER RD GRIMESLAND, NC 27837 | AFLAC | $16 | — | $16 | 0.00% |
| MICHAEL HODGE3 | 160 LILLY MAE LN CLINTON, NC 28382 | AFLAC | $14 | — | $14 | 0.00% |
| DAVID EARP3 | 3508 BOREN COURT RALEIGH, NC 27616 | AFLAC | $14 | — | $14 | 0.00% |
| HANNAH BROCK3 | 188 JIM SAULS RD WARSAW, NC 28398 | AFLAC | $14 | — | $14 | 0.00% |
| ROBERT M GLASS CORP3 Filed as: ROBERT GLASS | 524 NEVADA 48 S PRESCOTT, AR 71857 | AFLAC | $14 | — | $14 | 0.00% |
| RACHEL E HUSE3 Filed as: RACHEL HUSE | 3919 WATFORD WAY FAYETTEVILLE, NC 28306 | AFLAC | $13 | — | $13 | 0.00% |
| DAVID BOWEN3 | 102 ELMSHADE LN NASHVILLE, TN 37211 | AFLAC | $12 | — | $12 | 0.00% |
| J KYLE LAWRENCE3 | 4900 LIBBIE MILL EAST BLVD STE 100 RICHMOND, VA 23230 | AFLAC | $9 | — | $9 | 0.00% |
| CRUSER MARKETING INC3 Filed as: CRUSER MARKETING | 7516 BLUEBONNET BLVD 116 BARTON ROUGE, LA 70810 | AFLAC | $9 | — | $9 | 0.00% |
| NOEL BUIE3 | 45 HAPPY TRAILS LN DUNN, NC 28334 | AFLAC | $8 | — | $8 | 0.00% |
| TED DALE3 | 222 SLOAN ST WALLACE, NC 28466 | AFLAC | $8 | — | $8 | 0.00% |
| CAROLYN J LEE3 Filed as: CAROLYN LEE | 1412 MAIN ST STE 504 TEXARKANA, TX 75501 | AFLAC | $7 | — | $7 | 0.00% |
| JENNY J VOYSEY3 Filed as: JENNY VOYSEY | 6120 CARDINAL DR NEW BERN, NC 25860 | AFLAC | $7 | — | $7 | 0.00% |
| THOMAS WILLIAMSON3 | 129 WATERS HILL CIR LEBANON, TN 37087 | AFLAC | $6 | — | $6 | 0.00% |
| KELSEY EVERT3 | 2055 N MOUNT JULIET RD STE 201 MOUNT JULIET, TN 37122 | AFLAC | $6 | — | $6 | 0.00% |
| JEFFERY TAL WEBB3 Filed as: JEFFERY WEBB | 900 PEIRREMONT RD STE 114 SHREVEPORT, AR 71106 | AFLAC | $6 | — | $6 | 0.00% |
| JAMES R HILL JR3 Filed as: JAMES HILL JR | PO BOX 13272 GREENSBORO, NC 27415 | AFLAC | $5 | — | $5 | 0.00% |
| ELIZABETH MANGUM3 | 3919 WENTWORTH DR DURHAM, NC 27707 | AFLAC | $5 | — | $5 | 0.00% |
| RONALD F NEEDLES3 Filed as: RONALD NEEDLES | 117 LAUREL HILL PL MURRELLS INLET, SC 29576 | AFLAC | $4 | — | $4 | 0.00% |
| DOC N REESE3 Filed as: DOC REESE | 830 CASTLE HEIGHTS AVE LEBANON, TN 37087 | AFLAC | $3 | — | $3 | 0.00% |
| BILLY MCALISTER3 | 5051 PEPPER TREE FLORENCE, SC 29506 | AFLAC | $3 | — | $3 | 0.00% |
| WILLIAM P FLEMING3 Filed as: WILLIAM FLEMING | 1511 BRENTWOOD PL MORGANTON, NC 28655 | AFLAC | $2 | — | $2 | 0.00% |
| COLLEEN DONOVAN3 | 5248 W KENNEDY BLVD TAMPA, FL 33609 | AFLAC | $2 | — | $2 | 0.00% |
| JEFF HEDGES3 | 2536 CYPRESS OAK LANE GASTONIA, NC 28056 | AFLAC | $2 | — | $2 | 0.00% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS BROWN II | 3040 E HIGHWAY 76 STE C MULLINS, SC 29574 | AFLAC | $1 | — | $1 | 0.00% |
| JOHN ROUSE3 | 418 SW CENTER ST FAISON, NC 28341 | AFLAC | $1 | — | $1 | 0.00% |
| GERALDINE THRIFT3 | 107 EASTOVER DR GREER, SC 29651 | AFLAC | $1 | — | $1 | 0.00% |
| JOHN TIMOTHY MCRAE3 Filed as: JOHN MCRAE | 1315 PLEASANT POINTE CIR BRYANT, AR 72022 | AFLAC | $1 | — | $1 | 0.00% |
| ERROL WILKEN3 | 5204 CRAIG AVE KENNER, LA 70065 | AFLAC | $1 | — | $1 | 0.00% |
| JUSTIN M GUIDI3 Filed as: JUSTIN GUIDI | 555 N PLEASANTBURG DR STE 200 GREENVILLE, SC 29607 | AFLAC | $1 | — | $1 | 0.00% |
| RUSSELL TINNEY3 | 3340 TORRINGTON WAY APT 7 STE 101 FAYETTEVILLE, VA 28314 | AFLAC | $1 | — | $1 | 0.00% |
| DENNIS A SZCZESNY3 Filed as: DENNIS SZCZESNY | 165 INVERNESS DR LEXINGTON, SC 29072 | AFLAC | $1 | — | $1 | 0.00% |
| BKH HOLDINGS INC3 Filed as: BKH HOLDINGS, INC | 2011 W CLEVELAND ST STE C TAMPA, FL 33606 | AFLAC | $1 | — | $1 | 0.00% |
| BONNIE TAFT3 | 573 CANE RUN ST HARRODSBURG, KY 40330 | AFLAC | $1 | — | $1 | 0.00% |
| JASON TERRY3 | 19337 PADDOCK VIEW DR TAMPA, FL 33647 | AFLAC | $1 | — | $1 | 0.00% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES INC | 1901 ROXBOROUGH RD STE 300 CHARLOTTE, NC 20211 | STANDARD INSURANCE COMPANY | $72K | — | $72K | 14.46% |
| CORPORATE BENEFIT ADVISORS3 Filed as: CORPORATE BENEFIT ADVISORS INC | 1901 ROXBOROUGH RD STE 315 CHARLOTTE, NC 28211 | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | $24K | $5K | $29K | 11.59% |
| CORPORATE BENEFIT ADVISORS3 Filed as: CORPORATE BENEFIT ADVISORS INC | 1901 ROXBOROUGH RD STE 315 CHARLOTTE, NC 28211 | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | $5K | $2K | $6K | 6.99% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES (SE) INC | 1901 ROXBOROUGH ROAD STE 300 CHARLOTTE, NC 28211 | GREATER GEORGIA LIFE INSURANCE COMPANY | $4K | — | $4K | 11.34% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES | 1901 ROXBOROUGH ROAD STE 300 CHARLOTTE, NC 28211 | BLUE CROSS AND BLUE SHIELD OF GEORGIA INC | $2K | — | $2K | 10.00% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES INC | 1901 ROXBOROUGH RD STE 300 CHARLOTTE, NC 28211 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | $625 | $3K | 19.05% |
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 | 2,565 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 6 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,571 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS AND BLUE SHIELD OF LOUISIANA | 1,001 | $3.8M |
| Dental | STANDARD INSURANCE COMPANY | 1,752 | $501K |
| Vision(2 contracts, 2 carriers) | STANDARD INSURANCE COMPANY | 1,752 | $523K |
| Life insurance(2 contracts, 2 carriers) | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | 3,133 | $283K |
| Short-term disability | AFLAC | 2,849 | $1.7M |
| Long-term disability(3 contracts, 3 carriers) | AFLAC | 2,849 | $1.8M |
| Prescription drug | BLUE CROSS AND BLUE SHIELD OF LOUISIANA | 1,001 | $3.8M |
| Other | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | 3,133 | $249K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,133 | — |
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.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.