| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| DAVID M. BLAIR4 Filed as: DAVID S. LACKEY | 6310 LONG LEAF CT, APT 2B HIGH POINT, NC 27265 | AFLAC | $9K | $83 | $9K | 10.43% |
| JOHN ALLISON4 | 5710 W GATE CITY BLVD STE K GREENSBORO, NC 27407 | AFLAC | $3K | $180 | $3K | 3.98% |
| JOHN ARIANSEN4 | 3602 TURNBERRY LN GREENSBORO, NC 27410 | AFLAC | $3K | $50 | $3K | 3.85% |
| BROWN AND BROWN OF FLORIDA, INC.4 Filed as: ROBERT A. BROWN | 304 SHADOW VALLEY RD HIGH POINT, NC 27262 | AFLAC | $1K | $15 | $1K | 1.64% |
| DAVID M. BLAIR4 | 1589 SKEET CLUB RD.,STE 102 BOX 339 HIGH POINT, NC 27265 | AFLAC | $682 | $0 | $682 | 0.82% |
| CHUCK MARTIN & ASSOC INC4 Filed as: CHUCK MARTIN & ASSOC, INC. | 2008 SMOKERIDGE LN GREENSBORO, NC 27407 | AFLAC | $497 | $0 | $497 | 0.60% |
| C HARVEY KING4 | 1024 BENNINGTON DR CHARLESTON, SC 29492 | AFLAC | $181 | $0 | $181 | 0.22% |
| GREGORY E MEYER4 | 5005 BODIE LN GREENSBORO, NC 27455 | AFLAC | $134 | $0 | $134 | 0.16% |
| J MICHAEL BUTLER4 | 1090 13TH AVE NW HICKORY, NC 28601 | AFLAC | $92 | $0 | $92 | 0.11% |
| JEREMY M HASKELL4 Filed as: JEREMY M. HASKELL | 109 DEMOTTE AVE PORT ORANGE, FL 32127 | AFLAC | $79 | $13 | $92 | 0.11% |
| CHARLES MARTIN4 | 2008 SMOKERIDGE LN GREENSBORO, NC 27407 | AFLAC | $89 | $0 | $89 | 0.11% |
| WENDY BLAIR4 | 1589 SKEET CLUB RD.,STE 102 BOX 339 HIGH POINT, NC 27265 | AFLAC | $32 | $0 | $32 | 0.04% |
| THOMAS E HATCHER JR4 | 1588 BAYTREE DR HARRELLS, NC 28444 | AFLAC | $25 | $0 | $25 | 0.03% |
| JAMES S BELL4 | 4526 ALAMANCE CHURCH RD LIBERTY, NC 27298 | AFLAC | $23 | $0 | $23 | 0.03% |
| KELLY LEBSACK4 | 2084 COVERED BRIDGE PKWY WINDSOR, CO 80550 | AFLAC | $20 | $0 | $20 | 0.02% |
| JASON BURCHAM4 | 3215 REGENTS PARK LN UNIT A GREENSBORO, NC 27455 | AFLAC | $20 | $0 | $20 | 0.02% |
| TRACI R BATTEN4 | 375 HARBOUR COVE DR APT 323 SPARKS, NV 89434 | AFLAC | $20 | $0 | $20 | 0.02% |
| RUSSELL TINNEY4 | 3440 TORRINGTON WAY, APT 7, STE 101 FAYETTEVILLE, VA 28314 | AFLAC | $16 | $0 | $16 | 0.02% |
| DEBORAH A WITHEY4 | 2149 6TH ST NW HICKORY, NC 28601 | AFLAC | $14 | $0 | $14 | 0.02% |
| KATRINA D AIKEN4 | 2511 JUDITH ST LYNCHBURG, VA 24501 | AFLAC | $14 | $0 | $14 | 0.02% |
| ALFRED E DEVINE4 | 324 DEVINE WAY SILVER CITY, NC 27344 | AFLAC | $5 | $0 | $5 | 0.01% |
| RACHEL E HUSE4 | 3919 WATFORD WAY FAYETTEVILLE, NC 28306 | AFLAC | $3 | $0 | $3 | 0.00% |
| ERIC BROGAN4 Filed as: ERIC E MILLER | 149 MALIBU RD MOORESVILLE, NC 28117 | AFLAC | $3 | $0 | $3 | 0.00% |
| MEGHAN MOFFATT LUCAS4 Filed as: MEGHAN M. MILLER | 149 MALIBU RD MOORESVILLE, NC 28117 | AFLAC | $2 | $0 | $2 | 0.00% |
| FRANKLIN TRAVIS BLACK4 | 5981 WOODFIELD DR KERNERSVILLE, NC 27284 | AFLAC | $2 | $0 | $2 | 0.00% |
| ELIZABETH CUSHING4 | 74 TRESTLE LEAF PITTSBORO, NC 27312 | AFLAC | $2 | $0 | $2 | 0.00% |
| ALVIN J LILLEY4 Filed as: ALVIN J. LILLEY | 1011A NYE DR ALEXANDRIA, LA 71303 | AFLAC | $1 | $0 | $1 | 0.00% |
| BRANDON C ADAMS4 | 64 SHELBY DR CRAWFORDVILLE, FL 32327 | AFLAC | $1 | $0 | $1 | 0.00% |
| GREGORY D HILL4 Filed as: GREGORY D. HILL | 16142 SWALLOWTAIL PL MIDLOTHIAN, VA 23113 | AFLAC | $1 | $0 | $1 | 0.00% |
| LINDA B CAMPBELL4 Filed as: LINDA B. CAMPBELL | 174 PALMETTO GREEN DR LONGS, SC 29568 | AFLAC | $1 | $0 | $1 | 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 | 105 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 105 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | AFLAC | 105 | $83K |
| Short-term disability | AFLAC | 105 | $83K |
| Other | AFLAC | 105 | $83K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 105 | — |
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.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.