| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MCGRIFF INSURANCE SERVICES INC3 | 3605 GLENWOOD AVE RALEIGH, NC 276124954 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $835 | $4K | 12.29% |
| MCGRIFF INSURANCE SERVICES INC3 | 3605 GLENWOOD AVE RALEIGH, NC 276124954 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $5K | $1K | $6K | 19.63% |
| THE BENEFIT COMPANY INC3 | PO BOX 211486 COLUMBIA, SC 292216486 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $2K | $2K | 5.50% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 3605 GLENWOOD AVE RALEIGH, NC 276124954 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $603 | $2K | 19.79% |
| THE BENEFIT COMPANY INC5 Filed as: THE BENEFIT COMPANY, INC. | PO BOX 211486 COLUMBIA, SC 29221 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $377 | $377 | 3.00% |
| MCGRIFF INSURANCE SERVICES INC3 | 3605 GLENWOOD AVE RALEIGH, NC 276124954 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $404 | $2K | 18.58% |
| THE BENEFIT COMPANY INC5 | PO BOX 211486 COLUMBIA, SC 292216486 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $339 | $339 | 3.00% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INS SVCS INC | 3605 GLENWOOD AVE, SUITE 190 RALEIGH, NC 276124959 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $1K | — | $1K | 16.86% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES | 5925 CARNEGIE BLVD, STE 400 CHARLOTTE, NC 282094659 | AMERITAS LIFE INSURANCE CORP. | $519 | — | $519 | 10.00% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES | 47 AIRPARK CT PO BOX 27149 GREENVILLE, SC 296162149 | AMERITAS LIFE INSURANCE CORP. | — | $155 | $155 | 2.99% |
| MCGRIFF INSURANCE SERVICES INC3 | 3605 GLENWOOD AVE RALEIGH, NC 276124954 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $529 | $174 | $703 | 19.95% |
| THE BENEFIT COMPANY INC5 | PO BOX 211486 COLUMBIA, SC 292216486 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $106 | $106 | 3.01% |
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 | 109 | 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) | 109 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | 121 | $552K |
| Dental | UNITED OF OMAHA LIFE INSURANCE COMPANY | 70 | $37K |
| Vision | AMERITAS LIFE INSURANCE CORP. | 112 | $5K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 109 | $16K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 25 | $11K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 109 | $32K |
| Prescription drug | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | 121 | $552K |
| Other(2 contracts, 2 carriers) | AMERICAN HERITAGE LIFE INSURANCE COMPANY | 109 | $11K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 121 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.