| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ENROLLEASE3 Filed as: DIGITAL BENEFIT ADVISORS | 200 GALLERIA PARKWAY SE, SUITE 1950 ATLANTA, GA 30339 | UNITEDHEALTHCARE INSURANCE COMPANY | $0 | $7K | $7K | 0.87% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE, INC. | 200 GALLERIA PARKWAY SE, SUITE 1950 ATLANTA, GA 30339 | UNITEDHEALTHCARE INSURANCE COMPANY | $3K | $0 | $3K | 0.34% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE, INC. | 400 GALLERIA PARKWAY, SUITE 300 ATLANTA, GA 30339 | UNITEDHEALTHCARE INSURANCE COMPANY | $425 | $0 | $425 | 0.05% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE, INC. | 200 GALLERIA PARKWAY SE, SUITE 1950 ATLANTA, GA 30339 | DELTA DENTAL OF NORTH CAROLINA | $6K | $0 | $6K | 9.86% |
| GLENN ZIMMERMAN INC3 Filed as: GLENN ZIMMERMAN, INC. | 1510 HIGH ROCK ROAD GIBSONVILLE, NC 27249 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $651 | $28 | $679 | 5.34% |
| CAROLINA CONSULTING SERVICES INC3 Filed as: CAROLINA CONSULTING SERVICES, INC. | 2 B TERRACE WAY GREENSBORO, NC 27403 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $273 | $0 | $273 | 2.15% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE, INC. | 200 GALLERIA PARKWAY ATLANTA, GA 30339 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $91 | $13 | $104 | 0.82% |
| SWIDPRO LLC3 Filed as: SWIDPRO, LLC | 3316 SINGLELEAF LANE RALEIGH, NC 27616 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $36 | $13 | $49 | 0.39% |
| DAVID MASON DOKELL3 | 159 BEACON DRIVE, UNIT A MOORESVILLE, NC 28117 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $45 | $0 | $45 | 0.35% |
| Z3 ENTERPRISES INC3 Filed as: Z3 ENTERPRISES, INC. | 4807 WHISPER OAK DRIVE TRINITY, NC 27370 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $23 | $0 | $23 | 0.18% |
| PETER MICHAEL FOLEY JR3 Filed as: PETER MICHAEL FOLEY, JR. | 30 GROVESIDE ROAD PORTLAND, ME 04102 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | $0 | $9 | 0.07% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE, INC. | 200 GALLERIA PARKWAY SE, SUITE 1950 ATLANTA, GA 30339 | COMMUNITY EYE CARE, LLC | $1K | $0 | $1K | 10.00% |
| DANIEL F. VULIN4 | 104 EAST BRIDGE COURT CAROLINA BEACH, NC 28428 | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $170 | $0 | $170 | 7.94% |
| WYNN HMM LLC4 | 324 FOXWOOD LANE WILMINGTON, NC 28409 | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $88 | $0 | $88 | 4.11% |
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 | 66 | 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) | 66 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTHCARE INSURANCE COMPANY | 138 | $792K |
| Dental | DELTA DENTAL OF NORTH CAROLINA | 128 | $57K |
| Vision | COMMUNITY EYE CARE, LLC | 107 | $12K |
| Life insurance(2 contracts, 2 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 138 | $805K |
| Short-term disability(2 contracts, 2 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 138 | $805K |
| Prescription drug | UNITEDHEALTHCARE INSURANCE COMPANY | 138 | $792K |
| Other(3 contracts, 3 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 138 | $807K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 138 | — |
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."
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.