| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| OAKBRIDGE INSURANCE AGENCY, LLC3 Filed as: OAKRIDGE INSURANCE AGENCY INC. | PO BOX 1049 LAGRANGE, GA 302410019 | METROPOLITAN LIFE INSURANCE COMPANY | $43K | — | $43K | 13.52% |
| SUNLAND FINANCIAL SERVICES LL3 Filed as: SUNLAND FINANCIAL SERVICES LLC | PO BOX 2669 GREENVILLE, NC 278360669 | METROPOLITAN LIFE INSURANCE COMPANY | -$12 | $1K | $1K | 0.45% |
| KATHRYN D KETTER3 | 118 LEES CUT WRIGHTSVILLE BEACH, NC 28480 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $11K | $4 | $11K | 14.51% |
| BENEFITS COUNT INC3 Filed as: BENEFITS COUNT INC. | 1401 CHRISTMAS CT RALEIGH, NC 27604 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $169 | $1K | 1.72% |
| ARTHUR WAYNE JORDAN JR3 | 514 OAKWOOD AVE RALEIGH, NC 27601 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $642 | $237 | $879 | 1.19% |
| KRISTEN BIBLE3 | 5461 TRALEE PL RALEIGH, NC 27609 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $546 | — | $546 | 0.74% |
| BARRETT L PATTERSON3 | 1522 DELLWOOD DR RALEIGH, NC 27607 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $300 | — | $300 | 0.41% |
| JASON DOUGLAS WISE3 | 8712 WALKELIN CT RALEIGH, NC 27615 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $197 | — | $197 | 0.27% |
| THE BARBOUR SHOPPE INC.3 | 2383 FEDERAL RD BENSON, NC 27504 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $21 | $95 | $116 | 0.16% |
| TANYA TAYLOR3 | 115 BLUE BIRD LN NEWPORT, NC 28570 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $21 | $46 | $67 | 0.09% |
| BRITANY BARBOUR3 | 2383 FEDERAL RD BENSON, NC 27504 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $21 | $14 | $35 | 0.05% |
| MY WAY OF WAKE COUNTY INC3 | 124 CHATTERSON DR RALEIGH, NC 27615 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $10 | — | $10 | 0.01% |
| KATHRYN D KETTER3 | 118 LEES CUT WRIGHTSVILLE BEACH, NC 28480 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $5K | $5 | $5K | 10.97% |
| ARTHUR WAYNE JORDAN JR3 | 514 OAKWOOD AVE RALEIGH, NC 27601 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $379 | $128 | $507 | 1.18% |
| BENEFITS COUNT INC3 Filed as: BENEFITS COUNT INC. | 1401 CHRISTMAS CT RALEIGH, NC 27604 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $311 | $144 | $455 | 1.06% |
| JASON DOUGLAS WISE3 | 8712 WALKELIN CT RALEIGH, NC 27615 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $158 | — | $158 | 0.37% |
| BARRETT L PATTERSON3 | 1522 DELLWOOD DR RALEIGH, NC 27607 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $110 | — | $110 | 0.26% |
| THE BARBOUR SHOPPE INC.3 | 2383 FEDERAL RD BENSON, NC 27504 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $6 | $29 | $35 | 0.08% |
| MY WAY OF WAKE COUNTY INC3 | 124 CHATTERSON DR RALEIGH, NC 27615 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $28 | — | $28 | 0.07% |
| TANYA TAYLOR3 | 115 BLUE BIRD LN NEWPORT, NC 28570 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $6 | $14 | $20 | 0.05% |
| KRISTEN BIBLE3 | 5461 TRALEE PL RALEIGH, NC 27609 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.01% |
| BRITANY BARBOUR3 | 2383 FEDERAL RD BENSON, NC 27504 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $3 | $2 | $5 | 0.01% |
| KATHRYN D KETTER3 | 118 LEES CUT WRIGHTSVILLE BEACH, NC 28480 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $3K | $1 | $3K | 13.93% |
| BENEFITS COUNT INC3 Filed as: BENEFITS COUNT INC. | 1401 CHRISTMAS CT RALEIGH, NC 27604 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $298 | $33 | $331 | 1.57% |
| ARTHUR WAYNE JORDAN JR3 | 514 OAKWOOD AVE RALEIGH, NC 27601 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $137 | $46 | $183 | 0.87% |
| KRISTEN BIBLE3 | 5461 TRALEE PL RALEIGH, NC 27609 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $166 | — | $166 | 0.79% |
| BARRETT L PATTERSON3 | 1522 DELLWOOD DR RALEIGH, NC 27607 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $76 | — | $76 | 0.36% |
| JASON DOUGLAS WISE3 | 8712 WALKELIN CT RALEIGH, NC 27615 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $50 | — | $50 | 0.24% |
| THE BARBOUR SHOPPE INC.3 | 2383 FEDERAL RD BENSON, NC 27504 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $4 | $16 | $20 | 0.10% |
| TANYA TAYLOR3 | 115 BLUE BIRD LN NEWPORT, NC 28570 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $4 | $8 | $12 | 0.06% |
| MAY WAY OF WAKE COUNTY INC3 Filed as: MAY WAY OF WAKE COUNTY INC. | 124 CHATTERSON DR RALEIGH, NC 27615 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.02% |
| BRITANY BARBOUR3 | 2383 FEDERAL RD BENSON, NC 27504 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $3 | $2 | $5 | 0.02% |
| KATHRYN D KETTER3 | 118 LEES CUT WRIGHTSVILLE BEACH, NC 28480 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $1 | $1K | 7.78% |
| ARTHUR WAYNE JORDAN JR3 | 514 OAKWOOD AVE RALEIGH, NC 27601 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $59 | $20 | $79 | 0.55% |
| BENEFITS COUNT INC3 Filed as: BENEFITS COUNT INC. | 1401 CHRISTMAS CT RALEIGH, NC 27604 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $49 | $22 | $71 | 0.50% |
| BARRET L PATTERSON3 | 1522 DELLWOOD DR RALEIGH, NC 27607 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $27 | — | $27 | 0.19% |
| JASON DOUGLAS WISE3 | 8712 WALKELIN CT RALEIGH, NC 27615 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $22 | — | $22 | 0.15% |
| MY WAY OF WAKE COUNTY INC3 | 124 CHATTERSON DR RALEIGH, NC 27615 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $18 | — | $18 | 0.13% |
| KRISTEN BIBLE3 | 5461 TRALEE PL RALEIGH, NC 27609 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $7 | — | $7 | 0.05% |
| KATHRYN D KETTER3 | 118 LEES CUT WRIGHTSVILLE BEACH, NC 28480 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $0 | $1K | 13.21% |
| BENEFITS COUNT INC3 Filed as: BENEFITS COUNT INC. | 1401 CHRISTMAS CT RALEIGH, NC 27604 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $125 | $20 | $145 | 1.63% |
| ARTHUR WAYNE JORDAN JR3 | 514 OAKWOOD AVE RALEIGH, NC 27601 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $74 | $28 | $102 | 1.15% |
| KRISTEN BIBLE3 | 5461 TRALEE PL RALEIGH, NC 27609 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $59 | — | $59 | 0.66% |
| JASON DOUGLAS WISE3 | 8712 WALKELIN CT RALEIGH, NC 27615 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $30 | — | $30 | 0.34% |
| BARRETT L PATTERSON3 | 1522 DELLWOOD DR RALEIGH, NC 27607 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $29 | — | $29 | 0.33% |
| THE BARBOUR SHOPPE INC.3 | 2383 FEDERAL RD BENSON, NC 27504 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1 | $6 | $7 | 0.08% |
| TANYA TAYLOR3 | 115 BLUE BIRD LN NEWPORT, NC 28570 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1 | $3 | $4 | 0.05% |
| KATHRYN D KETTER3 | 118 LEES CUT WRIGHTSVILLE BEACH, NC 28480 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $1 | $1K | 12.89% |
| BENEFITS COUNT INC3 Filed as: BENEFITS COUNT INC. | 1401 CHRISTMAS CT RALEIGH, NC 27604 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $57 | $26 | $83 | 1.01% |
| ARTHUR WAYNE JORDAN JR3 | 514 OAKWOOD AVE RALEIGH, NC 27601 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $59 | $23 | $82 | 1.00% |
| BARRETT L PATTERSON3 | 1522 DELLWOOD DR RALEIGH, NC 27607 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $34 | — | $34 | 0.41% |
| JASON DOUGLAS WISE3 | 8257 PRIMANTI BLVD RALEIGH, NC 27612 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $24 | — | $24 | 0.29% |
| MAY WAY OF WAKE COUNTY INC3 Filed as: MAY WAY OF WAKE COUNTY INC. | 124 CHATTERSON DR RALEIGH, NC 27615 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $9 | — | $9 | 0.11% |
| KRISTEN BIBLE3 | 5461 TRALEE PL RALEIGH, NC 27609 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.05% |
| KATHRYN D KETTER3 | 118 LEES CUT WRIGHTSVILLE BEACH, NC 28480 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $159 | $0 | $159 | 17.25% |
| ARTHUR WAYNE JORDAN JR3 | 514 OAKWOOD AVE RALEIGH, NC 27601 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $18 | $9 | $27 | 2.93% |
| JASON DOUGLAS WISE3 | 8712 WALKELIN CT RALEIGH, NC 27615 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $7 | — | $7 | 0.76% |
| BARRETT L PATTERSON3 | 1522 DELLWOOD DR RALEIGH, NC 27607 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.54% |
| KATHRYN D KETTER3 | 118 LEES CUT WRIGHTSVILLE BEACH, NC 28480 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $38 | — | $38 | 7.01% |
| ARTHUR WAYNE JORDAN JR3 | 514 OAKWOOD AVE RALEIGH, NC 27601 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.92% |
| BENEFITS COUNT INC3 | 1401 CHRISTMAS CT RALEIGH, NC 27604 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.55% |
| BARRETT L PATTERSON3 | 1522 DELLWOOD DR RALEIGH, NC 27607 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.55% |
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 | 342 | 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) | 342 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 392 | $318K |
| Life insurance(5 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 392 | $384K |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 392 | $318K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 392 | $318K |
| Other(9 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 392 | $488K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 392 | — |
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.