| 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 | $66K | — | $66K | 2.16% |
| MARTIN D ADAMS3 Filed as: MARTIN ADAMS | PO BOX 1927 CLINTON, NC 28329 | AFLAC | $81K | $2K | $83K | 5.21% |
| JERRY T ANDREWS3 Filed as: JERRY ANDREWS | 902 WILLIAMS ROAD NEW BERN, NC 28562 | AFLAC | $76K | $3K | $79K | 4.97% |
| PATRICIA GAREY3 | 11285 HARRELLS HWY HARRELLS, NC 28444 | AFLAC | $36K | $1K | $37K | 2.30% |
| JUSTIN O'QUINN3 | 8453 CENTRAL DRIVE RALEIGH, NC 27613 | AFLAC | $28K | $623 | $29K | 1.82% |
| SHEILA O'QUINN3 | 119 TIMBERLAKE DR CLINTON, NC 28328 | AFLAC | $28K | $579 | $28K | 1.78% |
| JOEL S WADDELL3 Filed as: JOEL WADDELL | 354 NC 581 HWY S GOLDSBORO, NC 27530 | AFLAC | $24K | $1K | $25K | 1.60% |
| GREG SULLIVAN3 | 210 SUTTONS RUN GOLDSBORO, NC 27534 | AFLAC | $15K | $475 | $16K | 1.00% |
| MAURICE WATSON3 | 408 WALKING STICK TRAIL CLINTON, NC 28328 | AFLAC | $15K | $185 | $15K | 0.93% |
| JOAN MOORE3 | P.O. BOX 25 HARRELLS, NC 28444 | AFLAC | $12K | $973 | $13K | 0.84% |
| JACOB MATTHEWS3 | 500 COHARIE DR CLINTON, NC 28328 | AFLAC | $13K | $28 | $13K | 0.83% |
| TRACEY DUTTON3 | 8631 GARLAND HWY CLINTON, NC 28328 | AFLAC | $11K | $241 | $11K | 0.69% |
| MELISSA ARMATIS3 Filed as: MELISSA RHODES | 107 SOUTHERN BLVD STE 103A SAVANNAH, GA 31405 | AFLAC | $10K | $322 | $11K | 0.68% |
| KIM J WILLIAMS3 | 2685 WILLIAMS RD LEWISVILLE, NC 27023 | AFLAC | $9K | $250 | $10K | 0.60% |
| ELECTRO MEDICAL SERVICES, INC.3 | PO BOX 680 CLINTON, NC 28329 | AFLAC | $7K | — | $7K | 0.45% |
| JENNY J VOYSEY3 Filed as: JENNY VOYSEY | 6120 CARDINAL DR NEW BERN, NC 25860 | AFLAC | $6K | — | $6K | 0.39% |
| JESSICA SHIVAR3 | 8375 NC HIGHWAY 55 W SEVEN SPRINGS, NC 28578 | AFLAC | $3K | $7 | $3K | 0.20% |
| CATHERINE L LEE3 Filed as: CATHERINE LEE | 10 NUN ST WILMINGTON, NC 28401 | AFLAC | $2K | $183 | $2K | 0.15% |
| WENDY HALL3 | 3058 FAISON HIGHWAY CLINTON, NC 28328 | AFLAC | $2K | — | $2K | 0.14% |
| LARRY WESTON JR3 | 321 WINDSOR RD GREENVILLE, NC 27858 | AFLAC | $2K | — | $2K | 0.14% |
| THE DIAMOND AGENCY LLC3 | 1017 ASHES DR STE 106 WILMINGTON, NC 28405 | AFLAC | $2K | — | $2K | 0.13% |
| SANDRA ADAMS3 | P.O. BOX 1927 CLINTON, NC 28329 | AFLAC | $2K | $99 | $2K | 0.12% |
| NANCY HUG3 | PO BOX 13125 NEW BERN, NC 28561 | AFLAC | $2K | — | $2K | 0.11% |
| JARRETT LUEHRSEN3 | 5014 NORTHERN LIGHTS DR UNIT 1 FORT COLLINS, CO 80528 | AFLAC | $2K | $195 | $2K | 0.11% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: ROBERT BROWN | 202 NEWPORT DR JACKSONVILLE, NC 28540 | AFLAC | $1K | — | $1K | 0.09% |
| MATTHEW PINER3 | 8171 HAMPTON WOOD DR BOCA RATON, FL 33433 | AFLAC | $1K | — | $1K | 0.08% |
| LARRY D GROVES3 Filed as: LARRY GROVES | 309 COLERIDGE DRIVE DUNN, NC 28334 | AFLAC | $1K | — | $1K | 0.06% |
| PAULETTE WATSON3 | 408 WALKING STICK TRAIL CLINTON, NC 28328 | AFLAC | $1K | — | $1K | 0.06% |
| GARHAM MOZINGO3 | 602 DEER ACRES DR GOLDSBORO, NC 27530 | AFLAC | $605 | $69 | $674 | 0.04% |
| JUANITA WOWRA3 | PO BOX 123 MAGNOLIA, NC 28453 | AFLAC | $607 | — | $607 | 0.04% |
| VERONICA HEDGES3 | 2536 CYPRESS OAK LANE GASTONIA, NC 28056 | AFLAC | $579 | — | $579 | 0.04% |
| THOMAS E HATCHER JR3 Filed as: THOMAS HATCHER JR | 1588 BAY TREE DR HARRELLS, NC 28444 | AFLAC | $557 | — | $557 | 0.04% |
| LAUREN ELLIOTT3 | 4243 ELM GROVE RD KINGSTON, NC 28504 | AFLAC | $543 | $6 | $549 | 0.03% |
| JERRY OLIVER CREECH3 Filed as: JERRY CREECH | 5915 SANTO DOMINGO CT NEW BERN, NC 28560 | AFLAC | $534 | — | $534 | 0.03% |
| THOMAS TAYLOR3 | 2838 HOPE DR KINGSTON, NC 28504 | AFLAC | $533 | — | $533 | 0.03% |
| WILLIAM L BAKER IV3 Filed as: WILLIAM BAKER IV | 1121 WEDGELAND DR RALEIGH, NC 27615 | AFLAC | $526 | — | $526 | 0.03% |
| DAVID MORGAN3 | 906 MERCHANT LEE PL MANAKIN SABOT, VA 23103 | AFLAC | $516 | — | $516 | 0.03% |
| D AND V BUTLER INC3 Filed as: J BUTLER | 1090 13TH AVE NW HICKORY, NC 28601 | AFLAC | $506 | — | $506 | 0.03% |
| BRADLEY LEWIS3 | 3522 HARRISBURG DR FAYETTEVILLE, NC 28306 | AFLAC | $351 | $86 | $437 | 0.03% |
| CHRISTIE COATS3 | 320 NEW RD BURGAW, NC 28425 | AFLAC | $432 | — | $432 | 0.03% |
| GEORGE JOSEPH3 | PO BOX 82 GOLDSBORO, NC 27533 | AFLAC | $419 | — | $419 | 0.03% |
| ROBERT GOBLE3 | 1410 4TH ST DR NW UNIT 208 HICKORY, NC 28681 | AFLAC | $414 | — | $414 | 0.03% |
| ROBERT JORDAN JR3 | P.O. BOX 113 VAN, WV 25206 | AFLAC | $413 | — | $413 | 0.03% |
| ANGELIA HERRING3 | PO BOX 132 TEACHEY, NC 28464 | AFLAC | $391 | — | $391 | 0.02% |
| STEPHEN STOX3 | 702 CROMWELL DR STE F GREENVILLE, NC 27858 | AFLAC | $371 | — | $371 | 0.02% |
| MICHAEL B HAYES3 Filed as: MICHAEL HAYES | 1219 PINE VALLEY DRIVE NEW BERN, NC 28562 | AFLAC | $348 | — | $348 | 0.02% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: JAMES BROWN | 2522 OWENS LANDING TRL NW KENNESAW, GA 30152 | AFLAC | $318 | — | $318 | 0.02% |
| JILL DENTON3 | 3500 WESTGARE DR SUITE 602 DURHAM, NC 72207 | AFLAC | $286 | — | $286 | 0.02% |
| RICK FOWLER3 | 413 BUTLER DR CLINTON, NC 28328 | AFLAC | $238 | — | $238 | 0.01% |
| KELLY LEBSACK3 | 823 N ELM ST GREENSBORO, NC 27401 | AFLAC | $208 | — | $208 | 0.01% |
| DIANNE BRADLEY3 | 50 RIDGECREST DR ARLINGTON, TN 38002 | AFLAC | $206 | — | $206 | 0.01% |
| MICHAEL BROCK3 | 188 JIM SAULS RD WARSAW, NC 28398 | AFLAC | $200 | — | $200 | 0.01% |
| BRENDA GARRETT3 | 5400 GLENWOOD AVE STE G03 RALEIGH, NC 27612 | AFLAC | $197 | — | $197 | 0.01% |
| BARRY J STEWART3 Filed as: BARRY STEWART | 9507 HIGH POINT RD BATON ROUGE, LA 70810 | AFLAC | $190 | — | $190 | 0.01% |
| CATHRYN YOUNG3 | 2805 WESTON CT WILMINGTON, NC 28409 | AFLAC | $180 | — | $180 | 0.01% |
| DEBRA HARRISON3 | PO BOX 399 ORIENTAL, NC 28571 | AFLAC | $178 | — | $178 | 0.01% |
| GORDON VANN3 | 2156 WESLEY LANE GREENSVILLE, NC 27585 | AFLAC | $169 | — | $169 | 0.01% |
| LAUREN E SKINNER3 Filed as: LAUREN SKINNER | 1225 NORRIS ST RALEIGH, NC 27604 | AFLAC | $147 | — | $147 | 0.01% |
| LUCY DIANE BAKER3 | 1455 N MELROSE DR APT 109 VISTA, CA 92083 | AFLAC | $121 | — | $121 | 0.01% |
| K ABERNETHY3 | 2902 SHERYL DRIVE KINSTON, NC 28504 | AFLAC | $117 | — | $117 | 0.01% |
| JAMES GREG HOGUE3 Filed as: JAMES HOGUE | PO BOX 2301 MONROE, LA 71207 | AFLAC | $113 | — | $113 | 0.01% |
| LISA CHAVIS3 | 58 DARK WATER LN PEMBROKE, NC 28372 | AFLAC | $96 | — | $96 | 0.01% |
| NORWOOD RANDY JONES3 Filed as: NORWOOD JONES | PO BOX 802 PRINCETON, NC 27569 | AFLAC | $92 | — | $92 | 0.01% |
| MICHAEL HOLDER3 | 503 FAIRFAX STREET CLINTON, NC 28328 | AFLAC | $80 | — | $80 | 0.01% |
| GARY GREENE3 | 1609 W ARLINGTON BLVD STE 102 GREENVILLE, NC 27585 | AFLAC | $67 | — | $67 | 0.00% |
| MISTY EMMART3 | PO BOX 3356 WILMINGTON, NC 28406 | AFLAC | $64 | — | $64 | 0.00% |
| ASHLEY SINGLEY3 | 7649 DUNN RD ROSEBORO, NC 28382 | AFLAC | $62 | — | $62 | 0.00% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: SEABURY & SMITH, INC. | PO BOX 10414 DES MOINES, IA 50306 | AFLAC | $58 | — | $58 | 0.00% |
| JANE W BARNHILL3 Filed as: JANE BARNHILL | 6636 NC HWY 43 S GREENVILLE, NC 27858 | AFLAC | $56 | — | $56 | 0.00% |
| LARA K GRANDE3 Filed as: LARA GRANDE | 117 MORNING MIST LN FRANKLIN, TN 37064 | AFLAC | $50 | — | $50 | 0.00% |
| MARION BAXTER JR3 | PO BOX 642 TABOR CITY, NC 28463 | AFLAC | $39 | — | $39 | 0.00% |
| DONNA STRICKLAND3 | 345 RUBRUM DR HILLSBORO, NC 27278 | AFLAC | $37 | — | $37 | 0.00% |
| DAVID MARKS3 | 4021 WE HECK CT STE J BATON ROUGE, LA 70816 | AFLAC | $34 | — | $34 | 0.00% |
| CHERYL OLSEN3 | 74 TRESTLE LEAF PITTSBORO, NC 27312 | AFLAC | $34 | — | $34 | 0.00% |
| JAN ANDREWS3 | 902 WILLIAMS RD NEW BERN, NC 28562 | AFLAC | $30 | — | $30 | 0.00% |
| STEPHEN SMITH3 | 10374 ALEXANDER MARTIN AVE CHARLOTTE, NC 28277 | AFLAC | $27 | — | $27 | 0.00% |
| SUSAN MCGRATH3 | 100 SHENANDOAH RD JACKSONVILLE, NC 28546 | AFLAC | $26 | — | $26 | 0.00% |
| MICHAEL SKIPPER3 | PO BOX 15553 ELIZABETHTOWN, NC 28337 | AFLAC | $26 | — | $26 | 0.00% |
| DIANNE HALL3 | 5825 FINISH LINE DRIVE HOPE MILLS, NC 28348 | AFLAC | $25 | — | $25 | 0.00% |
| ROBERT P MCFARLAND3 Filed as: ROBERT BARNES III | 227 CHRISTENBURY LN CLAYTON, NC 27527 | AFLAC | $24 | — | $24 | 0.00% |
| ROBERT M LYMAN3 Filed as: ROBERT LYMAN | 1145 SPARKLING CRYSTAL AVE HENDERSON, NV 89015 | AFLAC | $24 | — | $24 | 0.00% |
| LINDA L HUFFMAN3 Filed as: LINDA HUFFMAN | 5740 GETWELL RD BLDG 9 SOUTHAVEN, MS 38672 | AFLAC | $22 | — | $22 | 0.00% |
| REBEKAH SMALLWOOD3 | 561 BUCKFIELD RD PIKEVILLE, KS 41501 | AFLAC | $22 | — | $22 | 0.00% |
| MICHAEL BERRY BREWTON3 Filed as: MICHAEL BREWTON | 116 KILLGORE RD STE 3 RUSTON, LA 71270 | AFLAC | $21 | — | $21 | 0.00% |
| DEVI KOONCE SR3 | 9240 OLD US HWY 70 COVE CITY, NC 28523 | AFLAC | $20 | — | $20 | 0.00% |
| DUANE A ADAMS3 Filed as: DUANE ADAMS | 11520 NUCKOLS RD STE 103 GLEN ALLEN, VA 23059 | AFLAC | $18 | — | $18 | 0.00% |
| REGINA BRYAN3 | 464 PEARSON RD CLINTON, NC 28328 | AFLAC | $15 | — | $15 | 0.00% |
| RAYMOND SCOTT3 | PO BOX 907 PARKTON, NC 28371 | AFLAC | $14 | — | $14 | 0.00% |
| PEDRO MASSOL JR3 | 404 DUART ROAD LUMBERTON, NC 28358 | AFLAC | $13 | — | $13 | 0.00% |
| DAVID EARP3 | 3508 BOREN COURT RALEIGH, NC 27616 | AFLAC | $13 | — | $13 | 0.00% |
| JAMES MCDANIEL3 | 7801 NW 37TH ST PTY 50671 DORAL, FL 33195 | AFLAC | $12 | — | $12 | 0.00% |
| J KYLE LAWRENCE3 | 4900 LIBBIE MILL EAST BLVD STE 100 RICHMOND, VA 23230 | AFLAC | $12 | — | $12 | 0.00% |
| SEAN R HILDRETH3 Filed as: SEAN HILDRETH | 434 TUCKER RD GRIMESLAND, NC 27837 | AFLAC | $9 | — | $9 | 0.00% |
| RACHEL E HUSE3 Filed as: RACHEL HUSE | 3919 WATFORD WAY FAYETTEVILLE, NC 28306 | AFLAC | $8 | — | $8 | 0.00% |
| CRUSER MARKETING INC3 Filed as: CRUSER MARKETING | 7516 BLUEBONNET BLVD 116 BARTON ROUGE, LA 70810 | AFLAC | $8 | — | $8 | 0.00% |
| ELIZABETH MANGUM3 | 3919 WENTWORTH DR DURHAM, NC 27707 | AFLAC | $7 | — | $7 | 0.00% |
| CHARLES ROBBINS3 | 118 SUNSET RD EL DORADO, AR 71730 | AFLAC | $6 | — | $6 | 0.00% |
| TRAVIS WRIGHT3 | 1754 LITTLE CRK PIKEVILLE, KY 41501 | AFLAC | $6 | — | $6 | 0.00% |
| ANDERW ARTHUR INC3 | 103 CHASE ST STE C FLORENCE, SC 29501 | AFLAC | $5 | — | $5 | 0.00% |
| CHRISTINE WANDALL3 | 139 DARRYL DRIVE FOUR OAKS, NC 27524 | AFLAC | $4 | — | $4 | 0.00% |
| DAVID C BERRY3 Filed as: DAVID BERRY | 2545 HEATHWAY DR FLORENCE, SC 29501 | AFLAC | $3 | — | $3 | 0.00% |
| DALE I DAVIS3 Filed as: DALE DAVIS | 1856 TRAVELLER RD LEXINGTON, KY 40504 | AFLAC | $3 | — | $3 | 0.00% |
| ROBERT M GLASS CORP3 Filed as: ROBERT GLASS | 524 NEVADA 48 S PRESCOTT, AR 71857 | AFLAC | $3 | — | $3 | 0.00% |
| LINNEA CARTER3 | 5671 ARCHER RD HOPE MILLS, NC 28348 | AFLAC | $2 | — | $2 | 0.00% |
| CAROLYN J LEE3 Filed as: CAROLYN LEE | 1412 MAIN ST STE 504 TEXARKANA, TX 75501 | AFLAC | $2 | — | $2 | 0.00% |
| WILLIAM P FLEMING3 Filed as: WILLIAM FLEMING | 1511 BRENTWOOD PL MORGANTON, NC 28655 | AFLAC | $2 | — | $2 | 0.00% |
| MICHAEL HODGE3 | 160 LILLY MAE LN CLINTON, NC 28382 | AFLAC | $1 | — | $1 | 0.00% |
| NOEL BUIE3 | 45 HAPPY TRAILS LN DUNN, NC 28334 | AFLAC | $1 | — | $1 | 0.00% |
| JEFFERY TAL WEBB3 Filed as: JEFFERY WEBB | 900 PEIRREMONT RD STE 114 SHREVEPORT, AR 71106 | AFLAC | $1 | — | $1 | 0.00% |
| ERROL WILKEN3 | 5204 CRAIG AVE KENNER, LA 70065 | AFLAC | $1 | — | $1 | 0.00% |
| RUSSELL TINNEY3 | 3340 TORRINGTON WAY APT 7 STE 101 FAYETTEVILLE, VA 28314 | AFLAC | $1 | — | $1 | 0.00% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES INC | 1901 ROXBOROUGH RD STE 300 CHARLOTTE, NC 28211 | STANDARD INSURANCE COMPANY | $69K | — | $69K | 14.65% |
| NFP INSURANCE SERVICES INC3 | BLDG 2 STE 125 1250 CAPITAL OF TX HWY AUSTIN, TX 78746 | STANDARD INSURANCE COMPANY | $5K | — | $5K | 1.11% |
| CORPORATE BENEFIT ADVISORS3 Filed as: CORPORATE BENEFIT ADVISORS INC | 1901 ROXBOROUGH RD STE 315 CHARLOTTE, NC 28211 | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | $21K | $5K | $26K | 10.00% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES (SE) INC | 1901 ROXBOROUGH ROAD STE 300 CHARLOTTE, NC 28211 | BLUE CROSS AND BLUE SHIELD OF GEORGIA INC | $10K | — | $10K | 10.00% |
| 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 | $7K | 7.52% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES, INC. | 1901 ROXBOROUGH RD STE 300 CHARLOTTE, NC 28211 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $6K | $1K | $7K | 19.02% |
| 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 | 11.74% |
| 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 | $8K | — | $8K | 40.53% |
| 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 | $617 | $3K | 19.36% |
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 | 2,656 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,660 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS AND BLUE SHIELD OF LOUISIANA | 961 | $3.1M |
| Dental(2 contracts, 2 carriers) | STANDARD INSURANCE COMPANY | 1,921 | $567K |
| Vision(2 contracts, 2 carriers) | STANDARD INSURANCE COMPANY | 1,921 | $491K |
| Life insurance(2 contracts, 2 carriers) | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | 3,438 | $296K |
| Short-term disability(2 contracts, 2 carriers) | AFLAC | 3,002 | $1.6M |
| Long-term disability(3 contracts, 3 carriers) | AFLAC | 3,002 | $1.7M |
| Prescription drug | BLUE CROSS AND BLUE SHIELD OF LOUISIANA | 961 | $3.1M |
| Other | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | 3,438 | $263K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,438 | — |
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.