| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| DAVID L YOPP3 Filed as: DAVID L. YOPP | 4309 EMPEROR BLVD. SUITE 300 DURHAM, NC 27703 | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | $238 | — | $238 | 0.04% |
| MCGRIFF INSURANCE SERVICES INC3 | 3605 GLENWOOD AVE RALEIGH, NC 276124954 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | — | $4K | 10.00% |
| MCGRIFF INSURANCE SERVICES INC3 | 300 SUMMERS ST. SUITE 650 CHARLESTON, WV 25301 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $1K | $1K | 3.08% |
| MCGRIFF INSURANCE SERVICES INC3 | 3605 GLENWOOD AVE RALEIGH, NC 276124954 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $5K | — | $5K | 15.00% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES INC. | 300 SUMMERS STREET SUITE 650 CHARLESTON, WV 25301 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $2K | $2K | 6.02% |
| THE BENEFIT COMPANY INC3 | PO BOX 211486 COLUMBIA, SC 292216486 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $2K | $2K | 5.50% |
| MCGRIFF INSURANCE SERVICES INC3 | 3605 GLENWOOD AVE RALEIGH, NC 276124954 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | — | $2K | 15.00% |
| MCGRIFF INSURANCE SERVICES INC3 | 300 SUMMERS ST. SUITE 650 CHARLESTON, WV 25301 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $740 | $740 | 5.94% |
| THE BENEFIT COMPANY INC5 | PO BOX 211486 COLUMBIA, SC 292216486 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $374 | $374 | 3.00% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 3605 GLENWOOD AVE RALEIGH, NC 276124954 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | — | $2K | 15.00% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 300 SUMMERS ST. SUITE 650 CHARLESTON, WV 25301 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $773 | $773 | 6.23% |
| THE BENEFIT COMPANY INC5 Filed as: THE BENEFIT COMPANY, INC. | PO BOX 211486 COLUMBIA, SC 29221 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $372 | $372 | 3.00% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INS SVCS INC | P.O. BOX 896620 CHARLOTTE, NC 282171964 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $810 | — | $810 | 11.25% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES | 5925 CARNEGIE BLVD, STE 400 CHARLOTTE, NC 282094659 | AMERITAS LIFE INSURANCE CORP. | $645 | — | $645 | 9.99% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES | 47 AIRPARK CT PO BOX 27149 GREENVILLE, SC 296162149 | AMERITAS LIFE INSURANCE CORP. | — | $195 | $195 | 3.02% |
| MCGRIFF INSURANCE SERVICES INC3 | 3605 GLENWOOD AVE RALEIGH, NC 276124954 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $515 | — | $515 | 15.00% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES INC. | 300 SUMMERS ST. SUITE 650 CHARLESTON, WV 25301 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $219 | $219 | 6.38% |
| THE BENEFIT COMPANY INC5 | PO BOX 211486 COLUMBIA, SC 292216486 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $103 | $103 | 3.00% |
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 | 101 | 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) | 101 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | 120 | $616K |
| Dental | UNITED OF OMAHA LIFE INSURANCE COMPANY | 63 | $38K |
| Vision | AMERITAS LIFE INSURANCE CORP. | 123 | $6K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 101 | $16K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 21 | $12K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 101 | $34K |
| Prescription drug | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | 120 | $616K |
| Other(3 contracts, 3 carriers) | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | 120 | $627K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 123 | — |
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."
No prospect flags tripped on this filing.