| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| KAREN B MATHIS3 Filed as: KAREN MATHIS | 3730 BURLINGTON ROAD ROXBORO, NC 27574 | AFLAC | $56K | $2K | $58K | 12.92% |
| TODD SYKES3 | 1274 SILKY WILLOW DRIVE WAKE FOREST, NC 27587 | AFLAC | $9K | $456 | $9K | 2.09% |
| JENNIFER VANROEKEL3 | 37A BERNARD ROAD HAMPTON, VA 23651 | AFLAC | $4K | — | $4K | 0.86% |
| ELIZABETH MANGUM3 | 3919 WENTWORTH DRIVE DURHAM, NC 27707 | AFLAC | $2K | — | $2K | 0.43% |
| GREGORY TEATOR3 | 524 TROUTWOOD PLACE FUQUAY VARINA, NC 27526 | AFLAC | $2K | — | $2K | 0.39% |
| WILLIAM L BAKER IV3 Filed as: WILLIAM BAKER IV | 2310 S MIAMI BLVD STE 239 DURHAM, NC 27703 | AFLAC | $1K | $165 | $2K | 0.35% |
| LARRY WESTON JR3 Filed as: LARRY WESTON JR. | 321 WINDSOR ROAD GREENVILLE, NC 27858 | AFLAC | $2K | — | $2K | 0.34% |
| JILL DENTON3 | 3500 WESTGATE DRIVE, SUITE 602 DURHAM, NC 27707 | AFLAC | $1K | — | $1K | 0.25% |
| TEATOR'S INS PROTECTION SERVICES3 | 524 TROUTWOOD PLACE FUQUAY VARINA, NC 27526 | AFLAC | $1K | — | $1K | 0.23% |
| STANLEY FLOYD3 | 550 TERRELL LANE LOISBURG, NC 27549 | AFLAC | $892 | — | $892 | 0.20% |
| DAVID BAKER3 | 1531 SUNFLOWER FIELD PLACE MATTHEWS, NC 28104 | AFLAC | $735 | — | $735 | 0.16% |
| NATHANIEL REWEY3 | 186 WAVERLEY STREET ARLINGTON, MA 02476 | AFLAC | $694 | — | $694 | 0.15% |
| JERRY OLIVER CREECH3 Filed as: JERRY CREECH | 233 MIDDLE STREET, SUITE 107 A NEW BERN, NC 28560 | AFLAC | $584 | — | $584 | 0.13% |
| GARY TURNER3 | 1 EAGLE DRIVE DURHAM, NC 27712 | AFLAC | $578 | — | $578 | 0.13% |
| THOMAS PEARSON3 | 708 VILLAWOOD COURT RALEIGH, NC 27615 | AFLAC | $555 | — | $555 | 0.12% |
| STEPHEN W CROTTS SR3 Filed as: STEPHEN CROTTS SR | 514 E 3RD STREET UNIT C SILER CITY, NC 27344 | AFLAC | $419 | — | $419 | 0.09% |
| BRIDGETT DAIL3 | 5217 STONE STATION DRIVE RALEIGH, NC 27616 | AFLAC | $415 | — | $415 | 0.09% |
| DAVID MORGAN3 | 906 MERCHANT LEE PLACE MANAKIN SABOT, VA 23103 | AFLAC | $275 | — | $275 | 0.06% |
| SUSAN RUSSELL3 | 921 MALLARD CIRCLE ARNOLD, MD 21012 | AFLAC | $207 | — | $207 | 0.05% |
| TERRI G MOOSE3 Filed as: TERRI MOOSE | 817 GRAMERCY STREET WINSTON SALEM, NC 27104 | AFLAC | $185 | — | $185 | 0.04% |
| MICHAEL L COUSINS3 Filed as: MICHAEL TOUCHON | 367 COLSON DRIVE GARNER, NC 27529 | AFLAC | $182 | — | $182 | 0.04% |
| D AND V BUTLER INC3 Filed as: J BUTLER | 1440 OLD LENOIR ROAD, SUITE A HICKORY, NC 28601 | AFLAC | $151 | — | $151 | 0.03% |
| K ABERNETHY3 | 2902 SHERYL DRIVE KINSTON, NC 28504 | AFLAC | $79 | — | $79 | 0.02% |
| GORDON VANN3 | 2156 WESLEY LANE GREENVILLE, NC 27858 | AFLAC | $73 | — | $73 | 0.02% |
| KELLY & ASSOCIATES INSURANCE GROUP3 Filed as: THOMAS KELLY & ASSOCIATES INC. | 2329 COLINGTON ROAD KILL DEVIL HILLS, NC 27948 | AFLAC | $67 | — | $67 | 0.01% |
| LAUREN E SKINNER3 Filed as: LAUREN SKINNER | 1024 MOCKINGBIRD DRIVE RALEIGH, NC 27615 | AFLAC | $51 | — | $51 | 0.01% |
| KIMBERLY STATEN3 | PO BOX 8184 GRAY, TN 37615 | AFLAC | $46 | — | $46 | 0.01% |
| STEVEN KAISER3 | 4120 OLD BARK WAY CUMMING, GA 30041 | AFLAC | $38 | — | $38 | 0.01% |
| KIRSTEN WEBERBAUER3 | 5805 SEPULVEDA BOULEVARD, SUITE 700 SHERMAN OAKS, CA 91411 | AFLAC | $38 | — | $38 | 0.01% |
| GLENN E LUOMA3 | 302 WATSON ROAD LOT G TAYLORS, SC 29687 | AFLAC | $36 | — | $36 | 0.01% |
| GERALD MEGGETT3 | 12020 SWALLOW FALLS COURT SILVER SPRING, MD 20904 | AFLAC | $35 | — | $35 | 0.01% |
| JANET PARRY3 | PO BOX 243 CAPE CHARLES, VA 23310 | AFLAC | $32 | — | $32 | 0.01% |
| GARY GREENE3 | 1609 W ARLINTON BLVD. SUITE 102 GREENVILLE, NC 27858 | AFLAC | $29 | — | $29 | 0.01% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | 1325 MOUNT HERMON ROAD, SUITE 13B SALISBURY, MD 21804 | AFLAC | $24 | — | $24 | 0.01% |
| SUSAN N ADAMS3 Filed as: SUSAN ADAMS | 10015 W BROAD STREET GLEN ALLEN, VA 23060 | AFLAC | $23 | — | $23 | 0.01% |
| KESIA CHANG3 | 4633 10TH AVENUE NORTH LAKE WORTH, FL 33463 | AFLAC | $21 | — | $21 | 0.00% |
| PAMELA BEECH-WHALEY3 | PO BOX 250251 ATLANTA, GA 30325 | AFLAC | $21 | — | $21 | 0.00% |
| DUANE A ADAMS3 Filed as: DUANE ADAMS | 11520 NUCKOLS ROAD SUITE 103 GLEN ALLEN, VA 23059 | AFLAC | $18 | — | $18 | 0.00% |
| CHARLES BONO3 | PO BOX 5506 WILLIAMSBURG, VA 23188 | AFLAC | $18 | — | $18 | 0.00% |
| C HUDSON AND ASSOCIATES3 | 2843 TWIN PINE ROAD THOMSON, GA 30824 | AFLAC | $17 | — | $17 | 0.00% |
| SEAN R HILDRETH3 Filed as: SEAN HILDRETH | 434 TUCKER ROAD GRIMESLAND, NC 27837 | AFLAC | $16 | — | $16 | 0.00% |
| CHARLES HOUGH3 | 162 SLATE HILL ROAD TELFORD, TN 37690 | AFLAC | $15 | — | $15 | 0.00% |
| DONNA STRICKLAND3 | 511 WELLINGHAM DRIVE DURHAM, NC 27713 | AFLAC | $14 | — | $14 | 0.00% |
| EVERETT C BENNETT3 Filed as: EVERETT BENNETT | 902 POPLAR STREET MILFORD, DE 19963 | AFLAC | $12 | — | $12 | 0.00% |
| HAMIDA M TRAINOR3 Filed as: HAMIDA TRAINOR | 2608 MEADOW ROAD WEST PALM BEACH, FL 33406 | AFLAC | $11 | — | $11 | 0.00% |
| LOIRE LUCAS3 | 2120 SW DANFORTH CIRCLE PALM CITY, FL 34990 | AFLAC | $10 | — | $10 | 0.00% |
| NANETTE STARK3 | 5805 SEPULVEDA BOULEVARD, SUITE 700 SHERMAN OAKS, CA 91411 | AFLAC | $9 | — | $9 | 0.00% |
| ABBIE W COFFMAN3 Filed as: ABBIE COFFMAN | 31 HAWTHORN CIRCLE CROSSVILLE, TN 38555 | AFLAC | $8 | — | $8 | 0.00% |
| KENNETH FRANK JR3 Filed as: KENNETH FRANK JR. | 8091 SIERRA OAKS BLVD. JACKSONVILLE, FL 32219 | AFLAC | $8 | — | $8 | 0.00% |
| DANIEL HIGHSMITH3 Filed as: DANIEL D REECE | 224 LONGSTREET XING NORTH AUGUSTA, SC 29860 | AFLAC | $7 | — | $7 | 0.00% |
| DEININGER BENEFITS ADVISORS INC3 Filed as: DEININGER BENEFITS ADVISORS INC. | PO BOX 372696 SATELLITE BEACH, FL 32937 | AFLAC | $7 | — | $7 | 0.00% |
| LANCE PITTMAN LLC3 Filed as: LANCE PITTMAN | 125 LITTLE HAWK PLACE MIDLOTHIAN, VA 23114 | AFLAC | $7 | — | $7 | 0.00% |
| LARA K GRANDE3 Filed as: LARA GRANDE | 1022 WESTHAVEN BOULEVARD FRANKLIN, TN 37064 | AFLAC | $7 | — | $7 | 0.00% |
| FRANCES SHAFFER3 | 14025 TOWER ROAD SMITHBURG, MD 21783 | AFLAC | $6 | — | $6 | 0.00% |
| ANN FINLAY3 | 3335 SAVANNAHS TRAIL MERRITT ISLAND, FL 32953 | AFLAC | $6 | — | $6 | 0.00% |
| BARRY CAMPBELL3 | 2798 COUNTY ROAD 80 ALGER, OH 45812 | AFLAC | $6 | — | $6 | 0.00% |
| JOSHUA BUZZARD3 | 7458 TRESCOTT DRIVE LAKE WORTH, FL 33467 | AFLAC | $6 | — | $6 | 0.00% |
| LAURA HEILIG3 | 13768 OAK TREE TERRACE JACKSONVILLE, FL 32224 | AFLAC | $6 | — | $6 | 0.00% |
| DAVID MORNINGSTAR3 | 11285 DOVEDALE COURT 2ND FLOOR MARRIOTTSVILLE, MD 21104 | AFLAC | $6 | — | $6 | 0.00% |
| JEFFREY GURLEY3 | PO BOX 1434 GOLDSBORO, NC 27533 | AFLAC | $6 | — | $6 | 0.00% |
| KRISTI H BUSKIRK3 Filed as: KRISTI BUSKIRK | 1015 DOGWOOD COVE NEW ALBANY, MS 38652 | AFLAC | $6 | — | $6 | 0.00% |
| LAURA J MOONEYHAN3 Filed as: LAURA MOONEYHAM | 2403 LAFAYETTE STREET TUPELO, MS 38801 | AFLAC | $6 | — | $6 | 0.00% |
| DAVID K MOBLEY3 Filed as: DAVID MOBLEY | 3812 VALVERDE CIRCLE JACKSONVILLE, FL 32224 | AFLAC | $5 | — | $5 | 0.00% |
| JANE W BARNHILL3 Filed as: JANE BARNHILL | 6636 NC HIGHWAY 43 S GREENVILLE, NC 27858 | AFLAC | $5 | — | $5 | 0.00% |
| RENEE SUZANNE CORSO3 Filed as: RENEE CORSO | 5805 SEPULVEDA BOULEVARD, SUITE 700 SHERMAN OAKS, CA 91411 | AFLAC | $5 | — | $5 | 0.00% |
| DONALD B ORRELL3 Filed as: DONALD ORRELL | 1581 CHERRY GROVE ROAD N SUFFOLK, VA 23432 | AFLAC | $4 | — | $4 | 0.00% |
| ROBERT L TRAPNELL JR3 Filed as: ROBERT TRAPNELL JR | 19 N INDIAN RIVER DRIVE APT 701 COCOA, FL 32922 | AFLAC | $4 | — | $4 | 0.00% |
| THOMAS ROBERT GIDDENS3 Filed as: THOMAS GIDDENS | PO BOX 2517 KENNESAW, GA 30156 | AFLAC | $4 | — | $4 | 0.00% |
| CYNTHIA DROPESKI3 | 690 W EAU GALLIE BLVD. MELBOURNE, FL 32935 | AFLAC | $4 | — | $4 | 0.00% |
| JEREMY A FELDMAN3 Filed as: JEREMY FELDMAN | 15324 SWEETBAY STREET WOODBINE, MD 21797 | AFLAC | $4 | — | $4 | 0.00% |
| JACKSON D RHODES3 Filed as: JACKSON RHODES | 525 W OAKLAND AVENUE, SUITE 7 JOHNSON CITY, TN 37604 | AFLAC | $3 | — | $3 | 0.00% |
| MARK FALBO3 | 2610 CRYSTAL COVE COURT JACHSONVILLE, FL 32224 | AFLAC | $3 | — | $3 | 0.00% |
| JOHN ALEXANDER3 | 1527 S ATLANTIC AVENUE, APT 401 COCOA, FL 32931 | AFLAC | $3 | — | $3 | 0.00% |
| ERNEST YOUNGBLOOD3 | 718 MONTMORENCI ROAD AIKEN, SC 29801 | AFLAC | $3 | — | $3 | 0.00% |
| STEPHEN SMITH3 | 6207 BIRKDALE VALLEY DRIVE, APT 427 CHARLOETTE, NC 28277 | AFLAC | $3 | — | $3 | 0.00% |
| CHRISTOPHER EDDY3 | 1028 LAKE WAY DRIVE NICEVILLE, FL 32578 | AFLAC | $2 | — | $2 | 0.00% |
| RONALD E KIRKLAND3 Filed as: RONALD KIRKLAND | 1044 HARBOR RIDGE ROAD GUNTERSVILLE, AL 35976 | AFLAC | $2 | — | $2 | 0.00% |
| ALFRED RIETKERK3 | 3120 NE 47TH STREET FORT LAUDERDALE, FL 33308 | AFLAC | $2 | — | $2 | 0.00% |
| JACQUELINE VIZCAINO-SUDDRETH3 | 72 DRISKELL AVENUE SW MABLETON, GA 30126 | AFLAC | $2 | — | $2 | 0.00% |
| DORIS L BRACKETT3 Filed as: DORIS BRACKETT | 3233 HIGHGATE CHASE COURT BERKELEY LAKE, GA 30092 | AFLAC | $2 | — | $2 | 0.00% |
| DENNIS C LINDEY3 Filed as: DENNIS LINDEY | PO BOX 1082 GOODLETTSVILLE, TN 37070 | AFLAC | $2 | — | $2 | 0.00% |
| GINGER KAYE HARDY3 Filed as: GINGER HARDY | PO BOX 872 TUPELO, MS 38802 | AFLAC | $2 | — | $2 | 0.00% |
| THOMAS R BAILEY3 Filed as: THOMAS BAILEY | 142 MAPLE COURT NW CHARLESTON, TN 37310 | AFLAC | $2 | — | $2 | 0.00% |
| DAVID WAGENHEIM3 | 582 WOODBINE AVENUE TOWSON, MD 21204 | AFLAC | $2 | — | $2 | 0.00% |
| KELLY LYNN FELDMAN3 Filed as: KELLY FELDMAN | 15324 SWEETBAY STREET WOODBINE, MD 21797 | AFLAC | $2 | — | $2 | 0.00% |
| KANDI H HECKLER3 Filed as: KANDI HECKLER | 5453 HASELL DRIVE ROCKVALE, TN 37153 | AFLAC | $2 | — | $2 | 0.00% |
| JOSEPH MCBRIDE3 | 106 AMY LANE MUSCLE SHOALS, AL 35661 | AFLAC | $2 | — | $2 | 0.00% |
| RONALD TRULUCK3 | 1934 PANTHEON DRIVE WINTER GARDEN, FL 34787 | AFLAC | $1 | — | $1 | 0.00% |
| BENJAMIN O THOMPSON SR3 Filed as: BENJAMIN THOMPSON SR. | 2012 GAMELAW COURT MIDLOTHIAN, VA 23113 | AFLAC | $1 | — | $1 | 0.00% |
| WILLIAM WARDLAW JR3 Filed as: WILLIAM WARDLAW JR. | 5300 OAKBROOK PKWY BLDG 300 STE 350 NORCROSS, GA 30093 | AFLAC | $1 | — | $1 | 0.00% |
| NORWOOD RANDY JONES3 Filed as: NORWOOD JONES | PO BOX 802 PRINCETON, NC 27569 | AFLAC | $1 | — | $1 | 0.00% |
| JAMES M PITZ3 Filed as: JAMES PITZ | 84 MINK DRIVE CATAULA, GA 31804 | AFLAC | $1 | — | $1 | 0.00% |
| SUWAT ASSAWAMATIYANONT3 | 1800 NE 48TH COURT FORT LAUDERDALE, FL 33308 | AFLAC | $1 | — | $1 | 0.00% |
| AMELIA MORGAN3 | 1904 ELLIS DRIVE MAIDENS, VA 23102 | AFLAC | $1 | — | $1 | 0.00% |
| RICHARD KRESINSKE3 | 4004 ATLANTIC AVENUE, APT 803 VIRGINIA BEACH, VA 23451 | AFLAC | $1 | — | $1 | 0.00% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| CIGNA HEALTH AND LIFE INSURANCE CO. EIN 59-1031071 ADMINISTRATION | Claims processing; Direct payment from the plan; Float revenue; Named fiduciary; Other services; Contract Administrator; Participant communication; Non-monetary compensation Service code 12 | — | $393K |
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 | 772 | 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) | 772 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AFLAC | 431 | $450K |
| Dental | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 1,577 | $1.1M |
| Life insurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 756 | $645K |
| Short-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 756 | $645K |
| Long-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 756 | $645K |
| Stop-loss / reinsurancereinsurance | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 1,577 | $1.1M |
| Other | SUN LIFE ASSURANCE COMPANY OF CANADA | 756 | $645K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,577 | — |
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.