| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| JOSH WILLIAMS ENTERPRISES INC3 Filed as: JOSH WILLIAMS ENTERPRISES INC. | P.O. BOX 2287 SKYLAND, NC 28776 | UNION SECURITY INSURANCE CO | $28K | $7K | $35K | 12.67% |
| BANKERS INC. AGENCY OF VA.3 Filed as: BANKERS INS. AGENCY OF VA INC. | 77 CENTRAL AVE. STE. C ASHEVILLE, NC 28801 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $26K | — | $26K | 10.00% |
| SUSAN RUSSELL3 | 120 W. ALLEN STREET SUITE 20 HENDERSONVILLE, NC 28792 | AFLAC | $8K | $368 | $9K | 4.38% |
| LINDA E BARTON3 Filed as: LINDA E. BARTON | 8322 BEN NEVIS DR RICHMOND, VA 23235 | AFLAC | $3K | $101 | $3K | 1.53% |
| JOHN O MONTGOMERY3 Filed as: JOHN O. MONTGOMERY | 10353 N CO RD 950 E BROWNSBURG, IN 46112 | AFLAC | $2K | $72 | $2K | 1.11% |
| MARY B MCCRAW3 Filed as: MARY B. MCCRAW | 134 LARGO LN HENDERSONVILLE, NC 28792 | AFLAC | $2K | $241 | $2K | 1.04% |
| AMANDA RUSSELL3 | 65 MAXINE LANE APT. 107 HENDERSONVILLE, NC 28739 | AFLAC | $2K | — | $2K | 0.80% |
| JAMES VINCENT PETERSEN JR3 | 10736 KNICKERBOCKER AVE LAS VEGAS, NV 89166 | AFLAC | $1K | — | $1K | 0.74% |
| MARY JO SANTILLANES3 | 13440 PANORAMA LOOP NE ALBUQUERQUE, NM 87123 | AFLAC | $1K | $95 | $1K | 0.73% |
| J MICHAEL BUTLER3 Filed as: J. MICHAEL BUTLER | 1440 OLD LENOIR RD STE A HICKORY, NC 28601 | AFLAC | $1K | $114 | $1K | 0.61% |
| JCP GROUP INC3 | 4693 PEBBLE LAKE DR PFAFFTOWN, NC 27040 | AFLAC | $1K | $45 | $1K | 0.58% |
| HEYWARD RICHARDSON JR3 Filed as: HEYWARD RICHARDSON JR. | 1201 MAIN ST STE 2300 COLUMBIA, SC 29901 | AFLAC | $846 | — | $846 | 0.44% |
| DEVAN L BERRY3 | 5050 MURPHY CANYON ROAD SUITE 150 SAN DIEGO, CA 92123 | AFLAC | $680 | $114 | $794 | 0.41% |
| JANICE C BOYD3 Filed as: JANICE C. BOYD | 586 OAK GROVE ROAD FLAT ROCK, NC 28731 | AFLAC | $782 | — | $782 | 0.40% |
| EDWARD BATOR JR3 | 36 GLASGOW DRIVE PINEHURST, NC 28374 | AFLAC | $579 | $21 | $600 | 0.31% |
| CURTIS SCHWARTZ3 Filed as: CURTIS SCHWARTZ ENTERPRISES INC. | 281 LINCOLN AVE SUITE 100 LEXINGTON, KY 40502 | AFLAC | $534 | — | $534 | 0.28% |
| JULIANA SHORES3 | 159 CALHOUN AVE DESTIN, FL 32541 | AFLAC | $514 | — | $514 | 0.26% |
| ERIC S RUSSELL3 Filed as: ERIC S. RUSSELL | 120 ROCKWOOD DRIVE HENDERSONVILLE, NC 28792 | AFLAC | $446 | $48 | $494 | 0.25% |
| TERRY J SILVERS3 Filed as: TERRY J. SILVERS | 100 GREENLEAF DRIVE FLAT ROCK, NC 28731 | AFLAC | $366 | $114 | $480 | 0.25% |
| PHYLLIS DAWN HESLEP3 | 11520 NUCKOLS ROAD SUITE 103 GLEN ALLEN, VA 23059 | AFLAC | $457 | $20 | $477 | 0.25% |
| KAREN L STEYERS3 Filed as: KAREN L. STEYERS | 2066 DEER RUN DR HUMMELSTOWN, PA 17036 | AFLAC | $468 | — | $468 | 0.24% |
| JACQUELINE S COLUCCI3 Filed as: JACQUELINE S. COLUCCI | 479 DOVES CREST COURT STANLEY, NC 28164 | AFLAC | $467 | — | $467 | 0.24% |
| PETER J EMMERT3 Filed as: PETER J. EMMERT | 2601 FORTUNE CIR E STE 103A INDIANAPOLIS, IN 46241 | AFLAC | $452 | $14 | $466 | 0.24% |
| RICHARD KIDD3 | 5523 WINTERCREEK DRIVE GLEN ALLEN, VA 23060 | AFLAC | $424 | — | $424 | 0.22% |
| DAVID N MORGAN3 Filed as: DAVID MORGAN | MERCHANT LEE PL MANAKIN SABOT, VA 23103 | AFLAC | $337 | $28 | $365 | 0.19% |
| JEFF DALABA3 Filed as: JEFF CLACK | 505 S. MAIN ST. STE. 150 STE 368 LAS CRUCES, NM 88001 | AFLAC | $279 | $79 | $358 | 0.18% |
| PAULA GAIL NEAL3 Filed as: PAULA C. CUTTER | 1795 ALYSHEBA WAY STE 1204 SUITE 820 LEXINGTON, KY 40509 | AFLAC | $298 | $43 | $341 | 0.18% |
| TODD E SHENBERGER3 | 3620 WYOMING BLVD NE SUITE 102G ALBUQUERQUE, NM 87111 | AFLAC | $313 | $19 | $332 | 0.17% |
| JAMES D DOTTS3 Filed as: JAMES D. DOTTS | 4414 ROSEBUD DR ROWLETT, TX 75089 | AFLAC | $283 | $44 | $327 | 0.17% |
| CATHERINE DAVIS3 Filed as: CATHERINE B. DAVIS | 9160 E LOMA LINDA PLACE TUCSON, AZ 85749 | AFLAC | $301 | — | $301 | 0.16% |
| RALPH E RAESEMANN3 Filed as: RALPH RAESEMANN | 115 LARCHMONT DRIVE HENDERSONVILLE, NC 28791 | AFLAC | $277 | — | $277 | 0.14% |
| TENA C DAVIS3 Filed as: TENA DAVIS | P.O. BOX 1135 LENOIR, NC 28645 | AFLAC | $208 | $38 | $246 | 0.13% |
| CONSUMER SYSTEMS INC3 Filed as: CONSUMER SYSTEMS, INC. | P.O. BOX 9063 CEDAR RAPIDS, IA 52409 | AFLAC | $244 | — | $244 | 0.13% |
| KEITH FRIZZELL3 | 1795 ALYSHEBA WAY SUITE 1204 LEXINGTON, KY 40509 | AFLAC | $219 | $22 | $241 | 0.12% |
| DIANE M HALL3 Filed as: DIANE M. HALL | 5825 FINISH LINE DR HOPE MILLS, NC 28348 | AFLAC | $233 | $8 | $241 | 0.12% |
| JENNY DUFF3 | 5312 CALLE ALEGRE NW ALBUQUERQUE, NM 87120 | AFLAC | $239 | — | $239 | 0.12% |
| ELIZABETH ANNE BUCHANAN3 Filed as: ELIZABETH ANN BUCHANAN | 3401 HUNTON RIDGE DRIVE GLEN ALLEN, VA 23059 | AFLAC | $237 | — | $237 | 0.12% |
| DAVID R KREMER3 Filed as: DAVID R. KREMER | 2150 ASSICIATION DR STE 150 SUITE 300 OKEMOS, MI 48864 | AFLAC | $214 | — | $214 | 0.11% |
| KEVIN F WARD3 Filed as: KEVIN F. WARD | 12632 DOUBLE EAGLE DRIVE CARMEL, IN 46033 | AFLAC | $195 | $14 | $209 | 0.11% |
| STEVE HEROUX ENTERPRISES3 Filed as: STEVE HEROUX ENTERPRISES INC | 11484 EASTRIDGE PL SAN DIEGO, CA 92131 | AFLAC | $178 | $29 | $207 | 0.11% |
| MARY H STARNES3 Filed as: MARY H. STARNES | P.O. BOX 87366 FAYETTEVILLE, NC 28304 | AFLAC | $198 | $8 | $206 | 0.11% |
| MATTHEW D SMITH3 Filed as: MATTHEW D. SMITH | 8448 CLEARWATER LANE APT 302 INDIANAPOLIS, IN 46240 | AFLAC | $204 | — | $204 | 0.11% |
| CANDICE RENEE TREVINO3 | 12594 STATE HIGHWAY 121 TRENTON, TX 75490 | AFLAC | $193 | — | $193 | 0.10% |
| EDWARD JAROSZ3 | 555 MCKINNISH COVE ROAD ASHEVILLE, NC 28806 | AFLAC | $190 | — | $190 | 0.10% |
| AIMEE STATON HARDY3 | 120 HUNTINGTON HILLS LANE FREDERICKSBURG, VA 22401 | AFLAC | $147 | $39 | $186 | 0.10% |
| JANICE C BOYD3 Filed as: JANICE C. BOYD | 575 PEYTON DRIVE HENDERSONVILLE, NC 28739 | AFLAC | $183 | — | $183 | 0.09% |
| SIMON B REYES3 Filed as: SIMON B. REYES | 4825 POLARIS AVENUE SUITE 212 LAS VEGAS, NV 89103 | AFLAC | $180 | — | $180 | 0.09% |
| PHIL W HARRELL3 Filed as: PHIL W. HARRELL | 3257 SEVEN LAKES W. WEST END, NC 27376 | AFLAC | $171 | $4 | $175 | 0.09% |
| LARRY BURKHALTER3 | 5316 SUSSEX LANE PACE, FL 32571 | AFLAC | $172 | — | $172 | 0.09% |
| PATSY A BLANTON3 Filed as: PATSY A. BLANTON | 150 BROOKS COVE ROAD BLACK MOUNTAIN, NC 28711 | AFLAC | $171 | — | $171 | 0.09% |
| NIDIA D HAFER3 | 5301 WOODGATE DRIVE CORPUS CHRISTI, TX 78413 | AFLAC | $154 | $10 | $164 | 0.08% |
| ALBERT R. WOOD3 | 72 LOVDIA LN HENDERSONVILLE, NC 28739 | AFLAC | $73 | $82 | $155 | 0.08% |
| AMBER DOTTS3 | 3402 ENTERPRISE DRIVE ROWLETT, TX 75088 | AFLAC | $154 | — | $154 | 0.08% |
| TIMOTHY B ASBY3 Filed as: TIMOTHY B. ASBY | 9247 N. MERIDAN STREET SUITE 205 INDIANAPOLIS, IN 46260 | AFLAC | $148 | — | $148 | 0.08% |
| EZEQUIEL BUCCI TORRES3 | 3712 CHELWOOD DRIVE NE ALBUQUERQUE, NM 87111 | AFLAC | $144 | — | $144 | 0.07% |
| JOHN D TYLER3 Filed as: JOHN D. TYLER | 130 DUCK HAWK WAY MARIETTA, SC 29861 | AFLAC | $143 | — | $143 | 0.07% |
| JOHN DEE MAULDIN3 | 3209 PHAETON CT PLANO, TX 75023 | AFLAC | $130 | $9 | $139 | 0.07% |
| MELISSA MURBACH3 Filed as: MELISSA L. MURBACH | 1105 LAUREL BLUFF DR KING, NC 27021 | AFLAC | $137 | — | $137 | 0.07% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: DANIEL A JAIME | 5603 FAIRMEADE WAY LAS VEGAS, NV 89135 | AFLAC | $137 | — | $137 | 0.07% |
| VICTOR M BOLANOS3 Filed as: VICTOR N BOLANOS | 9849 GOBY ST EL PASO, TX 79924 | AFLAC | $115 | $21 | $136 | 0.07% |
| LAURETTE O ARRANT3 Filed as: LAURETTE O. ARRANT | 7829 KINGS ROAD FAYETTEVILLE, NC 28306 | AFLAC | $129 | $3 | $132 | 0.07% |
| GARY W GREENE3 Filed as: GARY W. GREENE | 204 E. ARLINGTON BLVD STE C GREENVILLE, NC 27858 | AFLAC | $121 | $8 | $129 | 0.07% |
| CAELUM INC3 | 13122 MESA CREST PLACE SAN DIEGO, CA 92129 | AFLAC | $98 | $29 | $127 | 0.07% |
| THOMAS E HATCHER JR3 Filed as: THOMAS HATCHER JR | 717 GREEN VALLEY ROAD SUITE 200 GREENSBORO, NC 27408 | AFLAC | $126 | — | $126 | 0.06% |
| MATTHEW SHANE STRONG3 | 4437 SOUNDSIDE DRIVE GULF BREEZE, FL 32563 | AFLAC | $125 | — | $125 | 0.06% |
| JEREMY CONGO3 | 10400 ACADEMY ROAD NE SUITE 345 ALBUQUERQUE, NM 87111 | AFLAC | $124 | — | $124 | 0.06% |
| ROBERT A ROBERTSON3 Filed as: ROBERT ROBERTSON | 12791 BUTLERS ROAD AMELIA COURT HOUSE, VA 23002 | AFLAC | $121 | — | $121 | 0.06% |
| JUSTIN E FINTON3 | 220 INSURANCE DRIVE SUITE A FORT WAYNE, IN 46825 | AFLAC | $120 | — | $120 | 0.06% |
| MICHAEL BEX3 | 1887 BEECHWOOD CHARLESTON, SC 29414 | AFLAC | $118 | — | $118 | 0.06% |
| KELLY LEBSACK3 Filed as: KELLY D. LEBSACK | 826 NORTH ELM STREET GREENSBORO, NC 27401 | AFLAC | $118 | — | $118 | 0.06% |
| SALLY BASS PHILLIPS3 | P O BOX 1618 MECHANICSVILLE, VA 23115 | AFLAC | $97 | $20 | $117 | 0.06% |
| BRIAN ANDREWS3 | 5726 TAMARACK DRIVE PACE, FL 32571 | AFLAC | $114 | — | $114 | 0.06% |
| ANDREW R GRETHEL3 | 5963 LA PLACE COURT SUITE 107 CARLSBAD, CA 92008 | AFLAC | $82 | $29 | $111 | 0.06% |
| SAIC INC3 | 4245 MILGEN ROAD COLUMBUS, GA 31907 | AFLAC | $108 | — | $108 | 0.06% |
| MICHAEL KAUFMAN3 | 3818 LOS ALTOS AVE NE RIO RANCHO, NM 87124 | AFLAC | $104 | — | $104 | 0.05% |
| TERRY M HENNIGAN3 Filed as: TERRY M. HENNIGAN | 9600 WATERFALL COVE DR CHESTERFIELD, VA 23832 | AFLAC | $102 | — | $102 | 0.05% |
| TERRANCE M LUCZAJ3 Filed as: TERRANCE M. LUCZAJ | 1201 MAIN STREET SUITE 2300 COLUMBIA, SC 29901 | AFLAC | $101 | — | $101 | 0.05% |
| DOUGLAS J CASAS3 Filed as: DOUGLAS CASAS | 1808 PEDREGOSO CT SE ALBUQUERQUE, NM 87123 | AFLAC | $100 | — | $100 | 0.05% |
| TONY D MATTHEWS3 Filed as: TONY MATTHEWS | 3260 WASHINGTON WAY HUDSON, NC 28638 | AFLAC | $99 | — | $99 | 0.05% |
| NANCY HUFF3 | 413 N. CENTER STREET STATESVILLE, NC 28677 | AFLAC | $99 | — | $99 | 0.05% |
| GERALD L WALSH3 Filed as: GERALD L. WALSH | 39 POCOHANTAS LANE HALIFAX, PA 17032 | AFLAC | $94 | — | $94 | 0.05% |
| GWEN NICHOLS BUTLER3 | 1440 OLD LENOIR RD STE D HICKORY, NC 28601 | AFLAC | $85 | $6 | $91 | 0.05% |
| CARISSA L PENSACK3 | 4858 MERCURY ST STE 106 SAN DIEGO, CA 92111 | AFLAC | $57 | $31 | $88 | 0.05% |
| JOSH MURILLO3 | 5959 GATEWAY WEST SUITE 620 EL PASO, TX 79925 | AFLAC | $68 | $19 | $87 | 0.04% |
| DONALD F HILKE III3 Filed as: DONALD HILKE III | 4307 WESTERN PARK PLACE STE 202 DURHAM, NC 27705 | AFLAC | $87 | — | $87 | 0.04% |
| NANCY HIRT3 | 2920 WOODHAVEN DRIVE ASHEBORO, NC 27205 | AFLAC | $85 | — | $85 | 0.04% |
| LESLIE J PREBIANCA3 Filed as: LESLIE PREBIANCA | 16 HOLMES LANE ARDEN, NC 28704 | AFLAC | $84 | — | $84 | 0.04% |
| ROBERT PERRY EVANS JR3 | 1031 SADDLEBROOK DR LUCAS, TX 75002 | AFLAC | $75 | $9 | $84 | 0.04% |
| ERIC LEGER3 | 10400 ACADEMY NE, APT 345 ALBUQUERQUE, NM 87111 | AFLAC | $42 | $38 | $80 | 0.04% |
| SANDRA L SARFF3 Filed as: SANDRA L. SARFF | 7090 N. ORACLE ROAD, 178 PMB 152 TUCSON, AZ 85704 | AFLAC | $79 | — | $79 | 0.04% |
| CATHERINE KIES GOHL3 | 5050 MURPHY CANYON ROAD SUITE 150 SAN DIEGO, CA 92123 | AFLAC | $79 | — | $79 | 0.04% |
| CADACE WRIGHT3 | 405 BREEZEWOOD DRIVE FREDERICKSBURG, VA 22407 | AFLAC | $79 | — | $79 | 0.04% |
| JOHN M WASHO3 Filed as: JOHN WASHO | 106 CEDAR BLUFF COURT ALEDO, TX 76008 | AFLAC | $77 | — | $77 | 0.04% |
| REBECCA D PETTIT3 Filed as: REBECCA D. PETIT | 710 FARMINGTON CIRCLE HENDERSONVILLE, NC 28739 | AFLAC | $74 | — | $74 | 0.04% |
| DAVID G BAKER3 Filed as: DAVID G. BAKER | 3625 WINDBLUFF DRIVE CHARLOTTE, NC 28277 | AFLAC | $70 | — | $70 | 0.04% |
| LAWRENCE TODD FUGATE3 | 2352 HARTLAND PARKSIDE DR LEXINGTON, KY 40515 | AFLAC | $59 | $11 | $70 | 0.04% |
| LAURA BETH KELLER3 | 2220 EXECUTIVE DRIVE SUITE 204 LEXINGTON, KY 40505 | AFLAC | $70 | — | $70 | 0.04% |
| RAMOS & CO FINANCIAL SERVICES LLC3 Filed as: RAMOS & CO FINANCIAL SERV LLC | 2216 RICK WHINERY DRIVE AUSTIN, TX 78728 | AFLAC | $50 | $19 | $69 | 0.04% |
| AMANDA HELMAN3 Filed as: AMANDA J HELMAN | 2550 STONEHAVEN DRIVE SUN PRAIRE, WI 53590 | AFLAC | $69 | — | $69 | 0.04% |
| AMBER DOTTS3 Filed as: AMBER DOTS | 4414 ROSEBUD DRIVE ROWLETT, TX 75089 | AFLAC | $57 | $9 | $66 | 0.03% |
| STEPHEN STOX3 | 702 CROMWELL DR, STE F GREENVILLE, NC 27858 | AFLAC | $64 | — | $64 | 0.03% |
| NAKIA M BOPP3 Filed as: NAKIA BOPP | 1985 RIVIERA DRIVE STE 103-205 MT PLEASANT, SC 29464 | AFLAC | $63 | — | $63 | 0.03% |
| ANTHONY S ALMODOVAR3 | 2405 PARK DRIVE STE 101 HARRISBURG, PA 17110 | AFLAC | $62 | — | $62 | 0.03% |
| NAVILLE & ASSOCIATES3 | 14220 OVERBROOK DR CARMEL, IN 46074 | AFLAC | $46 | $14 | $60 | 0.03% |
| R AARON WRIGHT3 Filed as: R. AARON WRIGHT | 9200 SHELBYVILLE ROAD STE 605 LOUISVILLE, KY 40222 | AFLAC | $57 | $3 | $60 | 0.03% |
| KIMBERLY A. GIERNACKY3 | 2 CONEFLOWER COURT BLACK MOUNTAIN, NC 28711 | AFLAC | $59 | — | $59 | 0.03% |
| SUE A STEVENS3 Filed as: SUE A. STEVENS | 1229 SUGGS DR FAYETTEVILLE, NC 28306 | AFLAC | $51 | $7 | $58 | 0.03% |
| HEATHER J JOHNSON3 | 2032 LA DORA LANE HIGH POINT, NC 27265 | AFLAC | $47 | $9 | $56 | 0.03% |
| ASHLEY M MELTON3 Filed as: ASHLEY MELTON | 2230 LLOYD DR SUMTER, SC 29154 | AFLAC | $56 | — | $56 | 0.03% |
| JULIE THOMPSON PRIOR3 | 600 FERN MEADOW LOOP APT 306 MIDLOTHIAN, VT 23114 | AFLAC | $54 | — | $54 | 0.03% |
| JAMES R HILL JR3 Filed as: JAMES HILL JR | 7021 MARSEILLES CT SUMMERFIELD, NC 27358 | AFLAC | $37 | $16 | $53 | 0.03% |
| GORDON HIRT JR3 | 2920 WOODHAVEN DRIVE ASHEBORO, NC 27205 | AFLAC | $52 | — | $52 | 0.03% |
| CHARLES MCCRANN3 | P O BOX 6971 CORPUS CHRISTI, TX 78466 | AFLAC | $48 | $2 | $50 | 0.03% |
| MG BERGER INC3 | 1020 N DELAWARE AVE SUITE 4 PHILADELPHIA, PA 19125 | AFLAC | $48 | — | $48 | 0.02% |
| JOANNA MURPHREY3 | 6345 US HIGHWAY 258 N FARMVILLE, NC 27828 | AFLAC | $47 | — | $47 | 0.02% |
| REBECCA K BOXFORD3 Filed as: REBECCA K. BOXFORD | 5205 DUSTY LANE GRANITE FALLS, NC 28630 | AFLAC | $47 | — | $47 | 0.02% |
| SUSIE THORPE3 Filed as: SUSIE C. THORPE | P O BOX 31858 KNOXVILLE, TN 37930 | AFLAC | $47 | — | $47 | 0.02% |
| LEWIS GALE3 | 276 WEST MILLBROOK ROAD SUITE 200E RALEIGH, NC 27609 | AFLAC | $38 | $8 | $46 | 0.02% |
| LARRY W NICHOLSON3 Filed as: LARRY W. NICHOLSON | 636 N. TREZEVANT ST MEMPHIS, TN 38112 | AFLAC | $46 | — | $46 | 0.02% |
| A. LESLIE COX JR.3 | P.O. BOX 99 SANFORD, NC 27331 | AFLAC | $45 | — | $45 | 0.02% |
| EXSEPTIONAL SERVICES INC3 Filed as: EXSEPTIONAL SERVICES INC. | 158 PRINTERS LANE NEW LONDON, NC 28127 | AFLAC | $45 | — | $45 | 0.02% |
| MICHAEL FATHERREE3 | P.O. BOX 35823 TUCSON, AZ 85740 | AFLAC | $42 | — | $42 | 0.02% |
| MARK HABER & ASSOC INC3 Filed as: MARK HABER & ASSOCIATES INC | 5050 MURPHY CANYON ROAD SUITE 150 SAN DIEGO, CA 92123 | AFLAC | $41 | — | $41 | 0.02% |
| THOMAS S DOLITTLE3 Filed as: THOMAS S. DOOLITTLE | 44 CHERRY GROVE DR WEST COLUMBIA, SC 29170 | AFLAC | $38 | — | $38 | 0.02% |
| ERNESTINE KING3 Filed as: ERNESTINE B KING | 115 LAKEVIEW HILLS LN CLINTON, TN 37716 | AFLAC | $38 | — | $38 | 0.02% |
| MORETON & COMPANY3 Filed as: KIM K MORTON | 6000 TAZEWELL PIKE KNOXVILLE, TN 37918 | AFLAC | $38 | — | $38 | 0.02% |
| SCOTT WEBB3 | 2355 W. PINNACLE PEAK RD STE. 380 PHOENIX, AZ 85027 | AFLAC | $37 | — | $37 | 0.02% |
| JACK GATHINGS3 | 7235 S. GOLFSIDE LN PHOENIX, AZ 85042 | AFLAC | $36 | — | $36 | 0.02% |
| WILLIAM M HURLEY3 Filed as: WILLIAM M. HURLEY | 7125 CHILTON TYLER, TX 75701 | AFLAC | $33 | $2 | $35 | 0.02% |
| RONALD W. KOHUTE3 | 10 QUIGLEY DR ASHEVILLE, NC 28806 | AFLAC | $34 | — | $34 | 0.02% |
| ROBERT A ANDERSON3 Filed as: ROBERT A. ANDERSON | 13710 GENERAL GEARY COURT FREDERICKSBURG, VA 22407 | AFLAC | $34 | — | $34 | 0.02% |
| LISA A KIRK3 Filed as: LISA KIRK | P.O. BOX 332 PARMA, MO 63870 | AFLAC | $34 | — | $34 | 0.02% |
| WILLIAM L MURRAY JR3 Filed as: WILLIAM MURRAY JR | 604 HERITAGE COURT MECHANICSBURG, PA 17050 | AFLAC | $33 | — | $33 | 0.02% |
| JOHN K ROBERTSON JR3 Filed as: JOHN K. ROBERTSON JR | 528 ST ANDREWS CHURCH ROAD SANFORD, NC 27330 | AFLAC | $33 | — | $33 | 0.02% |
| SUSAN N ADAMS3 Filed as: SUSAN N. ADAMS | 4104 E PARHAM RD STE A RICHMOND, VA 23228 | AFLAC | $32 | — | $32 | 0.02% |
| CHERYL C NELSON3 Filed as: CHERYL NELSON | 722 LANDIS RIDGE ROAD LOUISVILLE, KY 40245 | AFLAC | $29 | $3 | $32 | 0.02% |
| SHANNON L TROWBRIDGE3 Filed as: SHANNON L. TROWBRIDGE | 126 CYPRESS VIEW ROAD GOOSE CREEK, SC 29445 | AFLAC | $31 | — | $31 | 0.02% |
| C HARVEY KING3 | P O BOX 1370 MT PLEASANT, SC 29465 | AFLAC | $30 | — | $30 | 0.02% |
| SHANNON MESSER3 | 101 SWEET RIVER VALL SYLVA, NC 28779 | AFLAC | $30 | — | $30 | 0.02% |
| HARE AND ASSOCIATES LLC3 Filed as: HARE & ASSOCIATES LLC | 470 OLD WORTHINGTON ROAD SUITE 250 WESTERVILLE, OH 43082 | AFLAC | $20 | $9 | $29 | 0.01% |
| ANTONIA DAVILA3 | 4900 N 23RD MCALLEN, TX 78504 | AFLAC | $27 | $2 | $29 | 0.01% |
| CHARLES F GREER3 Filed as: CHARLES F. GREER | 2888 ALOMA LAKE RUN OVIEDO, FL 32765 | AFLAC | $28 | — | $28 | 0.01% |
| KATHRYN ANDERSON3 Filed as: KATHRYN A. ANDERSON | 3516 PLANK ROAD. STE 102 FREDERICKSBURG, VA 22047 | AFLAC | $27 | — | $27 | 0.01% |
| FRANKLIN TRAVIS BLACK3 Filed as: FRANKLIN BLACK | 5981 WOODFIELD DRIVE KERNERSVILLE, NC 27284 | AFLAC | $26 | — | $26 | 0.01% |
| QUINTON J MILES3 Filed as: QUINTON MILES | P.O. BOX 17163 MEMPHIS, TN 38187 | AFLAC | $26 | — | $26 | 0.01% |
| STEPHEN W CROTTS SR3 Filed as: STEPHEN W. CROTTS SR | 514 EAST THIRD STREET SUITE C SILER CITY, NC 27344 | AFLAC | $25 | — | $25 | 0.01% |
| NATHAN L HARRISON3 Filed as: NATHAN L. HARRISON | 16024 MANCHESTER ROAD 2ND FLOOR, SUITE 200 ELLISVILLE, MO 63011 | AFLAC | $25 | — | $25 | 0.01% |
| LARRY D GROVES3 Filed as: LARRY D. GROVES | 309 COLERIDGE DRIVE DUNN, NC 28334 | AFLAC | $25 | — | $25 | 0.01% |
| HANS R ENGELHARDT3 | P O BOX 793 UNION, KY 41091 | AFLAC | $25 | — | $25 | 0.01% |
| STEVE COOPER3 | 2400 DAVIS ROAD HILLSBOROUGH, NC 27278 | AFLAC | $24 | — | $24 | 0.01% |
| A ED GOODWIN JR3 | 520 DIXON LANE KODAK, TN 37764 | AFLAC | $24 | — | $24 | 0.01% |
| WILLIAM L BAKER IV3 Filed as: WILLIAM BAKER IV | 2310 S. MIAMI BLVD. SUITE 239 DURHAM, NC 27703 | AFLAC | $23 | — | $23 | 0.01% |
| JOSH FIELDS SERVICES INC3 Filed as: JOSH FIELDS SERVICES INC. | 37 CHURCH STREET SUITE B WAYNESVILLE, NC 28786 | AFLAC | $22 | — | $22 | 0.01% |
| MATTHEW M HACKWORTH3 Filed as: MATTHEW M. HACKWORTH | 3310 TAMARAH WAY SUMTER, SC 29154 | AFLAC | $21 | — | $21 | 0.01% |
| JOYCE W. COX3 | P.O. BOX 99 SANFORD, NC 27331 | AFLAC | $21 | — | $21 | 0.01% |
| MATTHEW M HACKWORTH3 | 3310 TAMARAH WAY SUMTER, SC 29154 | AFLAC | $21 | — | $21 | 0.01% |
| RPM LTD3 | P.O. BOX 484 BLOOMINGDALE, GA 31302 | AFLAC | $20 | — | $20 | 0.01% |
| FAY S WITKIN3 Filed as: FAY S. WITKIN | 102 GREENBAY STREET WALTERBORO, SC 29488 | AFLAC | $20 | — | $20 | 0.01% |
| COURTNEY DAVIS3 Filed as: COURTNEY ANN DAVIS | 1027 AGATE ST APT 3 UNIT 8104 SAN DIEGO, CA 92109 | AFLAC | $19 | — | $19 | 0.01% |
| RANDAL R YURCZYK3 | 6858 EAST 525 SOUTH WHITESTOWN, IN 46075 | AFLAC | $19 | — | $19 | 0.01% |
| ANITA A NADAL3 Filed as: ANITA A. NADAL | P.O. BOX 1132 MECHANICSVILLE, VA 23111 | AFLAC | $19 | — | $19 | 0.01% |
| ROY D MUNSTER3 Filed as: ROY D. MUNSTER | P.O. BOX 5634 GLEN ALLEN, VA 23058 | AFLAC | $18 | — | $18 | 0.01% |
| ZAKERY ALLEN HARLOW3 | 4566 1ST AVE STE 140 TUCSON, AZ 85718 | AFLAC | $18 | — | $18 | 0.01% |
| KAREN ORTIZ3 Filed as: KAREN TERRAZAS | 2705 KOBE DRIVE SAN DIEGO, CA 92123 | AFLAC | $18 | — | $18 | 0.01% |
| WENDY G THORNTON3 Filed as: WENDY G. THORNTON | 1712 WESTHAVEN DRIVE RALEIGH, NC 27607 | AFLAC | $17 | — | $17 | 0.01% |
| DIANNE L MARTIN3 Filed as: DIANNE MARTIN | 125 MANOR STREET HARRISBURG, PA 17110 | AFLAC | $17 | — | $17 | 0.01% |
| WILLIAM S COOPER3 Filed as: WILLIAM S. COOPER | 3719 HIGHLAND DRIVE AYDEN, NC 28513 | AFLAC | $17 | — | $17 | 0.01% |
| PG ELLIS BENEFITS INC3 | 733 LYNDON LANE HAW RIVER, NC 27258 | AFLAC | $16 | — | $16 | 0.01% |
| WILLIAM M HURLEY3 | 609 SW 8TH ST STE 600 BENTONVILLE, AR 72712 | AFLAC | $16 | — | $16 | 0.01% |
| JEFFREY PAUL SEPESI3 Filed as: JEFFREY SEPESI | 158 PRINTERS LANE NEW LONDON, NC 28127 | AFLAC | $15 | — | $15 | 0.01% |
| MARK WARE3 | 310 SHOREWOOD DR MINERAL, VA 23117 | AFLAC | $15 | — | $15 | 0.01% |
| GEORGE O GREENE3 Filed as: GEORGE O. GREENE | 10941 GRANADA RD RICHMOND, VA 23235 | AFLAC | $15 | — | $15 | 0.01% |
| KERSTIN E COLEMAN3 Filed as: KERSTIN E. COLEMAN | 276 W. MILLBROOK ROAD RALEIGH, NC 27609 | AFLAC | $15 | — | $15 | 0.01% |
| LARRY WESTON JR3 | 321 WINDSOR ROAD GREENVILLE, NC 27858 | AFLAC | $14 | — | $14 | 0.01% |
| BENJAMIN O THOMPSON SR3 Filed as: BENJAMIN O. THOMPSON SR | 2012 GAMELAW COURT MIDLOTHIAN, VA 23113 | AFLAC | $14 | — | $14 | 0.01% |
| DONNA R WATSON3 Filed as: DONNA R. WATSON | 876 TANDLEFOOT LANE BETTONDORF, IA 52722 | AFLAC | $14 | — | $14 | 0.01% |
| JANIE B COLE3 Filed as: JANIE B. COLE | 6546 FARMER DENTON ROAD DENTON, NC 27239 | AFLAC | $14 | — | $14 | 0.01% |
| ABBIE W COFFMAN3 | 31 HAWTHORN CIRCLE CROSSVILLE, TN 38555 | AFLAC | $13 | — | $13 | 0.01% |
| WILLIAM ROTH3 | 2412 PELIZZANO DR SE RIO RANCHO, NM 87124 | AFLAC | $12 | — | $12 | 0.01% |
| BOK FINANCIAL INSURANCE3 Filed as: EDWARD BOK LEE | 16835 W. BERNARDO DR. #212 SAN DIEGO, CA 92127 | AFLAC | $12 | — | $12 | 0.01% |
| JAMES GLENN HALSEY3 Filed as: JAMES G. HALSEY JR | 99 MALLARD DRIVE CLOVERDALE, VA 24077 | AFLAC | $12 | — | $12 | 0.01% |
| KACY A GRUENKEMEYER3 Filed as: KACY A. GRUENKEMEYER | 11116 AURORA AVENUE URBANDALE, IA 50322 | AFLAC | $12 | — | $12 | 0.01% |
| TONY J DELBEN3 Filed as: TONY DELBEN | 143 SANDREED DRIVE MOORESVILLE, NC 28117 | AFLAC | $11 | — | $11 | 0.01% |
| W WADE BOTKIN III3 Filed as: W. WADE BOTKIN III | 307 45TH ST NW BRADENTON, FL 34209 | AFLAC | $11 | — | $11 | 0.01% |
| MAURICE WATSON3 Filed as: MAURICE R. WATSON | 408 WALKING STICK TRAIL CLINTON, NC 28328 | AFLAC | $11 | — | $11 | 0.01% |
| KELLY LEBSACK3 Filed as: KELLY D. LEBSACK | 3300 BATTLEGROUND AVENUE SUITE 206 GREENSBORO, NC 27410 | AFLAC | $11 | — | $11 | 0.01% |
| ANDREW ARTHUR INC3 | 103 CHASE ST SUITE C FLORENCE, SC 29501 | AFLAC | $11 | — | $11 | 0.01% |
| DANIEL J LONG3 Filed as: DANIEL J. LONG | 48 EISENTOWN DR LOVETTSVILLE, VA 20180 | AFLAC | $11 | — | $11 | 0.01% |
| VICKIE LOSNES3 | 111 STROLLING TRAIL PONTE VERDRA, FL 32081 | AFLAC | $10 | — | $10 | 0.01% |
| FRED E ENSLEY3 Filed as: FRED E. ENSLEY | 3714 GRANDVIEW DR SIMPONVILLE, SC 29680 | AFLAC | $10 | — | $10 | 0.01% |
| SUSAN HUTCHINSON3 | 1230 SUGGS DRIVE FAYETTEVILLE, NC 28306 | AFLAC | $10 | — | $10 | 0.01% |
| LESTER D PARK3 Filed as: LESTER D. PARK | 203 CLEARMEADOW DRIVE COLUMBIA, SC 29229 | AFLAC | $10 | — | $10 | 0.01% |
| ELIZABETH MANGUM3 | 3919 WENTWORTH DRIVE DURHAM, NC 27707 | AFLAC | $10 | — | $10 | 0.01% |
| GORDON VANN3 | 2156 WESLEY LANE GREENVILLE, NC 27858 | AFLAC | $9 | — | $9 | 0.00% |
| MICHAEL L COUSINS3 Filed as: MICHAEL E. TOUCHON | 367 COLSON DRIVE GARNER, NC 27529 | AFLAC | $9 | — | $9 | 0.00% |
| KENNETH W SHOLAR3 Filed as: KENNETH W. SHOLAR | 4608 WESTGROVE COURT HAYGOOD EXECUTIVE PARK VIRGINIA BEACH, VA 23455 | AFLAC | $9 | — | $9 | 0.00% |
| MARK HABER & ASSOC INC3 Filed as: MARK HALIM HABER | 5050 MURPHY CANYON ROAD SUITE 150 SAN DIEGO, CA 92123 | AFLAC | $9 | — | $9 | 0.00% |
| RUEANN M EMERSON3 Filed as: RUEANN M. EMERSON | 4820 LAKE BROOK DR SUITE 125 GLEN ALLEN, VA 23060 | AFLAC | $5 | $3 | $8 | 0.00% |
| WENDY M SHELLY3 Filed as: WENDY M. SHELLY | 1355 LYNNFIELD ROAD SUITE 259 MEMPHIS, TN 38119 | AFLAC | $8 | — | $8 | 0.00% |
| WILLIAM CLAY ARNOLD3 | 102 HOLLY COURT NATCHEZ, MS 39120 | AFLAC | $8 | — | $8 | 0.00% |
| JOSEPH GLENN EVANS3 Filed as: JOSEPH G. EVANS SR | 4312 DIAMOND TERRACE WESTON, FL 33331 | AFLAC | $8 | — | $8 | 0.00% |
| JOSUA C. BURTON3 | 4550 MARSHALL RUN CIRCLE APT 308 GLEN ALLEN, VA 23059 | AFLAC | $8 | — | $8 | 0.00% |
| ANDREW N LUCCOCK3 Filed as: ANDREW N. LUCCOCK | P.O. BOX 1965 WILSONVILLE, OR 97070 | AFLAC | $8 | — | $8 | 0.00% |
| WILLIAM S COOPER3 Filed as: WILLIAM S. COOPER | 204 JOSEPH ST GREENVILLE, NC 27858 | AFLAC | $7 | — | $7 | 0.00% |
| THE TODD GROUP3 | 808 E. 18TH ST CEDAR FALLS, IA 50613 | AFLAC | $7 | — | $7 | 0.00% |
| TRACY BERNZOTT3 | 9784 SPRING HILL ST LITTLETON, CO 80129 | AFLAC | $7 | — | $7 | 0.00% |
| JOSEPH E PUPEK JR3 Filed as: JOSEPH E. PUPEK JR | 327 S. WALNUT STREET STE 247 FLORENCE, AL 35630 | AFLAC | $7 | — | $7 | 0.00% |
| LESLIE K KIMBROUGH3 Filed as: LESLIE K. KIMBROUGH | P.O. BOX 273488 BOCA RATON, FL 33427 | AFLAC | $7 | — | $7 | 0.00% |
| ZAKERY ALLEN HARLOW3 | 3755 N. BUSINESS CENTER DRIVE TUCSON, AZ 85705 | AFLAC | $7 | — | $7 | 0.00% |
| JUSTIN W DAVIS3 Filed as: JUSTIN W. DAVIS | 300 LIVE OAK COURT SALEM, VA 24153 | AFLAC | $6 | — | $6 | 0.00% |
| BIANCHI & ASSOC3 Filed as: BIANCHI & ASSOC INC | 4123 EUBANK BLVD NE ALBUQUERQUE, NM 87111 | AFLAC | $6 | — | $6 | 0.00% |
| LISA H MCKINNEY3 Filed as: LISA H. MCKINNEY | 56 GLEN COVE DRIVE ARDEN, NC 28704 | AFLAC | $6 | — | $6 | 0.00% |
| JAMES A SCOTT & SON INC3 Filed as: JAMES HILL SR | 9701 GAYTON ROAD SUITE 6 RICHMOND, VA 23238 | AFLAC | $5 | — | $5 | 0.00% |
| LARRY W SHOWALTER3 | 2515 E MARKET ST STE E HARRISONBURG, VA 22801 | AFLAC | $5 | — | $5 | 0.00% |
| STEVEN FITZGERALD3 | 411 S POPLAR AVE #A WAYNESBORO, VA 22980 | AFLAC | $5 | — | $5 | 0.00% |
| AMBER R BAROS3 | 5301 GOSHEN COURT CORPUS CHRISTI, TX 78413 | AFLAC | $5 | — | $5 | 0.00% |
| BONNIE L TAFT3 Filed as: BONNIE L. TAFT | 179 HOLSTEIN LANE TOMS BROOK, VA 22660 | AFLAC | $5 | — | $5 | 0.00% |
| MARTIN D ADAMS3 | P O BOX 1927 CLINTON, NC 28329 | AFLAC | $5 | — | $5 | 0.00% |
| LEWIS K GATHRIGHT JR3 Filed as: LEWIS GATHRIGHT JR | P.O. BOX 165 GOOCHLAND, VA 23063 | AFLAC | $5 | — | $5 | 0.00% |
| MICHELLE DAWN HYDE LAWSON3 | P O BOX 14 SHIPMAN, VA 22971 | AFLAC | $5 | — | $5 | 0.00% |
| LAWRENCE L CASTILLO3 Filed as: LAWRENCE CASTILLO | 6300 RIVERSIDE PLAZA LANE SUITE 100 ALBUQUERQUE, NM 87120 | AFLAC | $4 | — | $4 | 0.00% |
| SCOTT W BLACKSHEAR3 Filed as: SCOTT M GUTHRIE | 5401 ASHBURY CT TYLER, TX 75703 | AFLAC | $4 | — | $4 | 0.00% |
| LEWIS GALE3 | 5400 ETTA BURKE COURT RALEIGH, NC 27606 | AFLAC | $3 | — | $3 | 0.00% |
| JAMES A SCOTT & SON INC3 Filed as: JAMES A SCOTT & SONS INC | 1301 OLD GRAVES MILL ROAD LYNCHBURG, VA 24502 | AFLAC | $3 | — | $3 | 0.00% |
| DONALD GREEN3 Filed as: DONALD A. GREEN | 1611 W. PLACITA GARBO GREEN VALLEY, AZ 85622 | AFLAC | $3 | — | $3 | 0.00% |
| LELAND E MCCRAVY3 Filed as: LELAND MCCRAVY | 9736 SPYGLASS DRIVE VILLA RICA, GA 30180 | AFLAC | $3 | — | $3 | 0.00% |
| SALLY A MEAD3 Filed as: SALLY A. MEAD | 1535 FIANNA PLACE TER FORT SMITH, AR 72908 | AFLAC | $3 | — | $3 | 0.00% |
| DARL CORNMAN3 | 18399 SW 133RD TERRACE TUALATIN, OR 97062 | AFLAC | $2 | — | $2 | 0.00% |
| JOHN C POLLOCK3 | 600 UNIVERSITY OFFICE PARK DR SUITE 12 PENSACOLA, FL 32504 | AFLAC | $2 | — | $2 | 0.00% |
| LEO P TISA3 | P O BOX 898 NICEVILLE, FL 32578 | AFLAC | $2 | — | $2 | 0.00% |
| MICHAEL C WALKER3 Filed as: MICHAEL C. WALKER | 203 MARKET STREET STE 201 HAVRE DE GRACE, MD 21078 | AFLAC | $2 | — | $2 | 0.00% |
| C HUDSON AND ASSOCIATES3 Filed as: C. HUDSON & ASSOCIATES | 2843 TWIN PINE ROAD THOMSON, GA 30824 | AFLAC | $2 | — | $2 | 0.00% |
| MARK D BARBIER3 Filed as: MARK BARBIER | 802 DEER TRAIL LANE OAK BROOK, IL 60523 | AFLAC | $2 | — | $2 | 0.00% |
| RICHARD R KIMBROUGH3 Filed as: RICHARD KIMBROUGH | 1972 MUIRFIELD WAY SE PALM BAY, FL 32909 | AFLAC | $2 | — | $2 | 0.00% |
| SEAN R HILDRETH3 Filed as: SEAN HILDRETH | 434 TUCKER ROAD GRIMESLAND, NC 27837 | AFLAC | $1 | — | $1 | 0.00% |
| MATTHEW D BUTLER3 Filed as: MATTHEW BUTLER | 123 CENTER PARK DR STE 102 URBANDALE, IA 50322 | AFLAC | $1 | — | $1 | 0.00% |
| TY ROBERT NAUGLE3 | 4875 SW 195TH CT ALOHA, OR 97078 | AFLAC | $1 | — | $1 | 0.00% |
| RONALD E KIRKLAND3 Filed as: RONALD KIRKLAND | 4 SOTHEBY PL GURLEY, AL 35748 | AFLAC | $1 | — | $1 | 0.00% |
| LEO SUPAK3 | 11800 WHILSHIRE BLVD. NE ALBUQUERQUE, NM 87122 | AFLAC | $1 | — | $1 | 0.00% |
| BANKERS INC. AGENCY OF VA.3 | 77 CENTRAL AVE. STE. C ASHEVILLE, NC 28801 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $13K | — | $13K | 10.00% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC. | 200 GALLERIA PKWY SUITE 1950 ATLANTA, GA 30339 | ANTHEM HEALTH PLANS OF VIRGINIA, INC. | $2K | — | $2K | 2.07% |
| THE MEDICAL SOCIETY OF VA3 Filed as: THE MEDICAL SOCIETY OF VIRGINIA | 2924 EMERYWOOD PARKWAY STE 300 RICHMOND, VA 23294 | ANTHEM HEALTH PLANS OF VIRGINIA, INC. | $3 | — | $3 | 0.00% |
| JOSH WILLIAMS ENTERPRISES INC3 | P.O. BOX 2287 SKYLAND, NC 28776 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $10K | $1K | $11K | 16.92% |
| BANKERS INSURANCE LLC3 | 77 CENTRAL AVE SUITE C ASHEVILLE, NC 28801 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $7K | $2K | $9K | 18.87% |
| JOSH WILLIAMS ENTERPRISES INC3 Filed as: JOSH WILLIAMS ENTERPRISES INC. | P.O. BOX 2287 SKYLAND, NC 28776 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $6K | $634 | $7K | 16.56% |
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 | 822 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 5 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 30 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 857 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | AFLAC | 312 | $309K |
| Dental | UNION SECURITY INSURANCE CO | 427 | $276K |
| Vision | UNION SECURITY INSURANCE CO | 427 | $276K |
| Life insurance(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 755 | $104K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 616 | $130K |
| Long-term disability(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 225 | $307K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 755 | — |
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.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.