| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LAURA S AMBROSE3 Filed as: LAURA AMBROSE | 126 E WATER ST PLYMOUTH, NC 27962 | AFLAC | $16K | $871 | $17K | 8.22% |
| CAROLYN JANNISE3 | 871 ALBEMARLE BEACH RD ROPER, NC 27970 | AFLAC | $8K | $484 | $8K | 4.19% |
| CONNIE ROBINSON3 | 155 BRICKMILL LANE PLYMOUTH, NC 27962 | AFLAC | $5K | $180 | $5K | 2.71% |
| MASON C LEE3 Filed as: MASON LEE | 132 N ENGLEWOOD DR ROCKY MOUNT, NC 27804 | AFLAC | $2K | $376 | $3K | 1.32% |
| MICHAEL HOWARD WEEKS3 Filed as: MICHAEL WEEKS | 303 E MAIN ST STE 9 ELIZABETH CITY, NC 27909 | AFLAC | $2K | — | $2K | 0.99% |
| WENDELINE QUATTLEBAUM3 | 1934 MCCONNELLS AVE THE VILLAGES, FL 32162 | AFLAC | $2K | — | $2K | 0.75% |
| LARRY WESTON JR3 | 321 WINDSOR RD GREENVILLE, NC 27858 | AFLAC | $1K | $362 | $1K | 0.68% |
| STEVEN HARDISON3 | 2145 NOAH ROBERSON RD JAMESVILLE, NC 27846 | AFLAC | $1K | — | $1K | 0.55% |
| ROSE HASSELL3 | 4175 PEA RIDGE RD ROPER, NC 27970 | AFLAC | $711 | $263 | $974 | 0.48% |
| KIMBERLY SOWERS3 | 414 E 12TH ST WASHINGTON, NC 27889 | AFLAC | $571 | — | $571 | 0.28% |
| CHRISTINA T HODGSON3 Filed as: CHRISTINA HODGSON | 819 VISTA LAKE DR MANTEO, NC 27954 | AFLAC | $518 | — | $518 | 0.26% |
| AUBREY G PHELPS3 Filed as: AUBREY PHELPS | 81 SAMANTHA DR PLYMOUTH, NC 27962 | AFLAC | $358 | $131 | $489 | 0.24% |
| ANNE H MARTIN3 Filed as: ANNE MARTIN | 3239 MOUNT TABOR RD CRESWELL, NC 27928 | AFLAC | $486 | — | $486 | 0.24% |
| GARY GREENE3 | 1600 W ARLINGTON BLVD STE 102 GREENVILLE, NC 27858 | AFLAC | $472 | $10 | $482 | 0.24% |
| JAMI GRANADOS3 | 360 S WHITE POST RD PINETOWN, NC 27885 | AFLAC | $249 | $87 | $336 | 0.17% |
| DAWN D JOHNSTON3 Filed as: DAWN JOHNSTON | 1884 OLD NEW BERN RD CHOCOWINITY, NC 27817 | AFLAC | $164 | $46 | $210 | 0.10% |
| ROBERT SAWYER3 | PO BOX 1065 KILL DEVIL HILLS, NC 27948 | AFLAC | $138 | $62 | $200 | 0.10% |
| CRAIG DAIL3 | 119 WILEY DR ELIZABETH CITY, NC 27909 | AFLAC | $190 | — | $190 | 0.09% |
| ROY KIDD3 | 862 BARTLET LN THE VILLAGES, FL 32162 | AFLAC | $186 | — | $186 | 0.09% |
| BETTY DAIL3 | 4216 COGHILL DR N WILSON, NC 27896 | AFLAC | $89 | — | $89 | 0.04% |
| FRANKLIN R DAVIES3 Filed as: FRANKLIN DAVIES | 201 ROYAL ABERDEEN WAY MCKINNEY, TX 75070 | AFLAC | $87 | — | $87 | 0.04% |
| DAVID N MORGAN3 Filed as: DAVID MORGAN | 906 MERCHANT LEE PL MANAKIN SABOT, VA 23103 | AFLAC | $77 | — | $77 | 0.04% |
| D AND V BUTLER INC3 Filed as: J BUTLER | 1440 OLD LENOIR RD STE A HICKORY, NC 28601 | AFLAC | $76 | $1 | $77 | 0.04% |
| SUE STEVENS3 | 1229 SUGGS DR FAYETTEVILLE, NC 28306 | AFLAC | $72 | — | $72 | 0.04% |
| SYDNEY WILLIAMS3 | 824 WOODSON DR CLAYTON, NC 27527 | AFLAC | $54 | — | $54 | 0.03% |
| KATHRYN T MINSCHEW3 Filed as: KATHRYN MINSCHEW | 1239 BRICKHOUSE POINT RD ELIZABETH CITY, NC 27909 | AFLAC | $45 | $2 | $47 | 0.02% |
| JOAN H DIXON3 Filed as: JOAN DIXON | 1896 OLD NEW BERN RD CHOCOWINITY, NC 27817 | AFLAC | $47 | — | $47 | 0.02% |
| CYNTHIA URICK3 | 9970 NEWLAND RD CRESWELL, NC 27928 | AFLAC | $38 | $8 | $46 | 0.02% |
| MICHELLE P PHELPS3 Filed as: MICHELLE PHELPS | 2046 WESTON RD CRESWELL, NC 27928 | AFLAC | $44 | — | $44 | 0.02% |
| DARLENE POWER3 | 2766 W GOOD CT BOISE, ID 83702 | AFLAC | $40 | — | $40 | 0.02% |
| SUSAN LOWRY3 | PO BOX 2051 KILL DEVIL HILLS, NC 27948 | AFLAC | $34 | — | $34 | 0.02% |
| JEFFREY L GODWIN3 Filed as: JEFFREY GODWIN | 2331 CAPSTONE CT ROCKY MOUNT, NC 27804 | AFLAC | $30 | $4 | $34 | 0.02% |
| DEBBIE FLECKENSTEIN3 | 1211 OAKVIEW DR WILLIAMSTON, NC 27892 | AFLAC | $32 | — | $32 | 0.02% |
| NEIL M MORGAN JR3 Filed as: NEIL MORGAN JR | 1904 ELLIS DR MAIDENS, VA 23102 | AFLAC | $27 | — | $27 | 0.01% |
| RONNIE COKER JR3 | 311 WOODSPRING LN GREENVILLE, NC 27834 | AFLAC | $26 | — | $26 | 0.01% |
| BETTY BUTLER3 | 5101 HAWFIELDS CROSSING LN MEBANE, NC 27302 | AFLAC | $12 | — | $12 | 0.01% |
| ESTELLA STANCILL3 | 4221 MARKET STREET EXT WASHINGTON, NC 27889 | AFLAC | $10 | — | $10 | 0.00% |
| RODNEY BALLANCE JR3 | 1235 GARRETT RD WILLIAMSTON, NC 27892 | AFLAC | $9 | — | $9 | 0.00% |
| JUSTIN C LAMB3 Filed as: JUSTIN LAMB | 1302 REESE DR PROVO, UT 84601 | AFLAC | $7 | — | $7 | 0.00% |
| GENE WEED INC3 | PO BOX 988 CLEMMONS, NC 27012 | AFLAC | $2 | $5 | $7 | 0.00% |
| LINDA MCCOY3 | 143 BROWN AVE COVE CITY, NC 28523 | AFLAC | $6 | — | $6 | 0.00% |
| COREY D QUATTLEBAUM3 | 3602 COVENTRY CT GREENVILLE, NC 27858 | AFLAC | $5 | — | $5 | 0.00% |
| DEE W SLATER3 Filed as: DEE SLATER | 6847 WELLSLEY CT CLEMMONS, NC 27012 | AFLAC | $1 | $1 | $2 | 0.00% |
| KIM J WILLIAMS3 Filed as: KIM WILLIAMS | 4408 FOREST VALLEY CIR VALDOSTA, GA 31602 | AFLAC | $1 | $1 | $2 | 0.00% |
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 | 0 | 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) | 0 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | AFLAC | 292 | $201K |
| Short-term disability | AFLAC | 292 | $201K |
| Other | AFLAC | 292 | $201K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 292 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.
Final-filing indicator set. Plan is winding down; don't waste sales effort here.