| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH USA INC SENN DUNN | A MARSH MCLENNAN AGENCY LLC 3625 N ELM ST # 200 GREENSBORO, NC 274552604 | AMERITAS LIFE INSURANCE CORP | $30K | $0 | $30K | 12.00% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 5145 GREENVILLE, SC 296065145 | AMERITAS LIFE INSURANCE CORP | $0 | $5K | $5K | 1.88% |
| GLENN ZIMMERMAN INC3 | 1510 HIGH ROCK RD GIBSONVILLE, NC 27249 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $16K | $3K | $19K | 9.71% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 350 CONSHOHOCKEN, PA 19428 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $6K | $400 | $6K | 3.33% |
| SWIDPRO LLC3 | 3316 SINGLELEAF LN RALEIGH, NC 27616 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $518 | $2K | 0.80% |
| BENEFITS COUNT INC3 Filed as: BENEFITS COUNT LI INC | 1401 CHRISTMAS CT RALEIGH, NC 27604 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $897 | $319 | $1K | 0.63% |
| NANCY Y BELL3 | 4213 HENDERSON RD GREENSBORO, NC 27410 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $0 | $1K | 0.53% |
| GRIMES INSURANCE LLC3 | 2728 HUNTINGTON RD FAYETTEVILLE, NC 28303 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $324 | $463 | $787 | 0.41% |
| DEBRA ANN FORMAN3 Filed as: DEBRA FORMAN LLC | 508 ASPEN GROVE DR FAQUAY VARINA, NC 27526 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $110 | $43 | $153 | 0.08% |
| BARRETT L PATTERSON3 | 1522 DELLWOOD DR RALEIGH, NC 27607 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $126 | $0 | $126 | 0.06% |
| MAY WAY OF WAKE COUNTY INC3 | 124 CHATTERSON DR. RALEIGH, NC 27615 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $85 | $0 | $85 | 0.04% |
| INSYNC BENEFITS INC3 Filed as: INSYNC BENEFIT INC | PO BOX 1474 CORNELIUS, NC 28031 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $67 | $0 | $67 | 0.03% |
| H FLETCHER RIFFEY3 | 5612 GREENWICH DR GREENSBORO, NC 27410 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $48 | $0 | $48 | 0.02% |
| BENEFITS COUNT INC3 Filed as: BENEFITS COUNT LI INC | 1401 CHRISTMAS CT RALEIGH, PA 27604 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $23 | $0 | $23 | 0.01% |
| JASON DOUGLAS WISE3 | 8257 PRIMANTI BLVD RALEIGH, NC 27612 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $20 | $0 | $20 | 0.01% |
| STATE EMPLOYEE BENEFITS LLC3 | PO BOX 365 HOPE MILLS, NC 28348 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $10 | $4 | $14 | 0.01% |
| DAVID MASON DOKELL3 | 159 BEACON DR UNIT A MOORESVILLE, NC 28117 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $12 | $0 | $12 | 0.01% |
| Z3 ENTERPRISES INC3 | 4807 WHISPER OAK DR TRINITY, NC 27370 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $4 | $0 | $4 | 0.00% |
| BRIAN FLANNERY3 | 183 WINDSOR GREEN DR CLAYTON, NC 27527 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2 | $0 | $2 | 0.00% |
| MARSH & MCLENNAN AGENCY LLC3 | — | AMERICAN UNITED LIFE INSURANCE COMPANY | $25K | $0 | $25K | 13.80% |
| GLENN ZIMMERMAN INC3 | 1510 HIGH ROCK RD GIBSONVILLE, NC 27249 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $6K | $895 | $7K | 9.10% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 350 CONSHOHOCKEN, PA 19428 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $3K | $245 | $3K | 4.57% |
| SWIDPRO LLC3 | 3316 SINGLELEAF LN RALEIGH, NC 27616 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $295 | $134 | $429 | 0.57% |
| BENEFITS COUNT INC3 Filed as: BENEFITS COUNT LI INC | 1401 CHRISTMAS CT RALEIGH, NC 27604 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $276 | $106 | $382 | 0.51% |
| GRIMES INSURANCE LLC3 | 2728 HUNTINGTON RD FAYETTEVILLE, NC 28303 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $141 | $202 | $343 | 0.46% |
| DAVID MASON DOKELL3 | 159 BEACON DR UNIT A MOORESVILLE, NC 28117 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $133 | $0 | $133 | 0.18% |
| INSYNC BENEFITS INC3 | PO BOX 1474 CORNELIUS, NC 28031 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $62 | $0 | $62 | 0.08% |
| DEBRA ANN FORMAN3 Filed as: DEBRA FORMAN LLC | 508 ASPEN GROVE DR FUQUA VARINE, NC 27526 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $29 | $12 | $41 | 0.05% |
| BENEFITS COUNT INC3 Filed as: BENEFITS COUNT LI INC | 1401 CHRISTMAS CT RALEIGH, NC 27604 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $15 | $0 | $15 | 0.02% |
| STATE EMPLOYEE BENEFITS LLC3 | PO BOX 365 HOPE MILLS, NC 28348 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $4 | $1 | $5 | 0.01% |
| Z3 ENTERPRISES INC3 | 4807 WHISPER OAK DR TRINITY, NC 27370 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $4 | $0 | $4 | 0.01% |
| ACCRETIVE GLOBAL INSURANCE SERVICES3 | DBA PIERCE GROUP BENEFITS HOLLY SPRINGS, NC 27540 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2 | $0 | $2 | 0.00% |
| BRIAN FLANNERY3 | 183 WINDSOR GREEN DR CLAYTON, NC 27527 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.00% |
| GLENN ZIMMERMAN INC3 | 1510 HIGH ROCK RD GIBSONVILLE, NC 27249 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $3K | $211 | $3K | 6.11% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 350 CONSHOHOCKEN, PA 19428 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $29 | $1K | 2.30% |
| SWIDPRO LLC3 | 3316 SINGLELEAF LN RALEIGH, NC 27616 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $260 | $50 | $310 | 0.64% |
| BENEFITS COUNT INC3 Filed as: BENEFITS COUNT LI INC | 1401 CHRISTMAS CT RALEIGH, NC 27604 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $215 | $23 | $238 | 0.49% |
| Z3 ENTERPRISES INC3 | 4807 WHISPER OAK DR TRINITY, NC 27370 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $98 | $0 | $98 | 0.20% |
| GRIMES INSURANCE LLC3 | 2728 HUNTINGTON RD FAYETTEVILLE, NC 28303 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $13 | $19 | $32 | 0.07% |
| JASON DOUGLAS WISE3 | 8257 PRIMANTI BLVD RALEIGH, NC 27612 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $3 | $0 | $3 | 0.01% |
| NANCY Y BELL3 | 4313 HENDERSON RD GREENSBORO, NC 27410 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $3 | $0 | $3 | 0.01% |
| BARRETT L PATTERSON3 | 1522 DELLWOOD DR RALEIGH, NC 27607 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $0 | $0 | $0 | 0.00% |
| GLENN ZIMMERMAN INC3 | 1510 HIGH ROCK RD GIBSONVILLE, NC 27249 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $954 | $47 | $1K | 5.17% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 350 CONSHOHOCKEN, PA 19428 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $473 | $13 | $486 | 2.51% |
| SWIDPRO LLC3 | 3316 SINGLELEAF LN RALEIGH, NC 27616 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $93 | $14 | $107 | 0.55% |
| BENEFITS COUNT INC3 Filed as: BENEFITS COUNT LI INC | 1401 CHRISTMAS CT RALEIGH, NC 27604 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $83 | $6 | $89 | 0.46% |
| Z3 ENTERPRISES INC3 | 4807 WHISPER OAK DR TRNITY, NC 27370 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $69 | $0 | $69 | 0.36% |
| DAVID MASON DOKELL3 | 159 BEACON DR UNIT A MOORESVILLE, NC 28117 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $7 | $0 | $7 | 0.04% |
| GRIMES INSURANCE LLC3 | 2728 HUNTINGTON RD FAYETTEVILLE, NC 28303 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1 | $2 | $3 | 0.02% |
| DEBRA ANN FORMAN Filed as: DEBRA FORMAN LLC | 508 ASPEN GROVE DR FUQUAY VARINA, NC 27526 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2 | $1 | $3 | 0.02% |
| STATE EMPLOYEE BENEFITS LLC3 | PO BOX 365 HOPE MILLS, NC 28348 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $0 | $0 | $0 | 0.00% |
| GLENN ZIMMERMAN INC3 | 1510 HIGH ROCK RD GIBSONVILLE, NC 27249 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $356 | $68 | $424 | 11.65% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 350 CONSHOHOCKEN, PA 19428 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $132 | $9 | $141 | 3.87% |
| GRIMES INSURANCE LLC3 | 2728 HUNTINGTON RD FAYETTEVILLE, NC 28303 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $18 | $26 | $44 | 1.21% |
| BENEFITS COUNT INC3 Filed as: BENEFITS COUNT LI INC | 1401 CHRISTMAS CT RALEIGH, NC 27604 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $19 | $7 | $26 | 0.71% |
| NANCY Y BELL3 | 4313 HENDERSON RD GREENSBORO, NC 27410 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $7 | $0 | $7 | 0.19% |
| DAVID MASON DOKELL3 | 159 BEACON DR UNIT A MOORESVILLE, NC 28117 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $6 | $0 | $6 | 0.16% |
| SWIDPRO LLC3 | 3316 SINGLELEAF LN RALEIGH, NC 27616 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $3 | $0 | $3 | 0.08% |
| BARRETT L PATTERSON3 | 1522 DELLWOOD DR RALEIGH, NC 27607 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.03% |
| GLENN ZIMMERMAN INC3 | 1510 HIGH ROCK RD GIBSONVILLE, NC 27249 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $201 | $41 | $242 | 14.10% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 350 CONSHOHOCKEN, PA 19428 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $115 | $11 | $126 | 7.34% |
| GRIMES INSURANCE LLC3 | 2728 HUNTINGTON RD FAYETTEVILLE, NC 28303 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $12 | $17 | $29 | 1.69% |
| BENEFITS COUNT INC3 Filed as: BENEFITS COUNT LI INC | 1401 CHRISTMAS CT RALEIGH, NC 27604 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $9 | $5 | $14 | 0.82% |
| DAVID MASON DOKELL3 | 159 BEACON DR UNIT A MOORESVILLE, NC 28117 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $3 | $0 | $3 | 0.17% |
| SWIDPRO LLC3 | 3316 SINGLELEAF LN RALEIGH, NC 27616 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2 | $0 | $2 | 0.12% |
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 | 478 | 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) | 478 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | AMERITAS LIFE INSURANCE CORP | 1,003 | $247K |
| Life insurance | AMERICAN UNITED LIFE INSURANCE COMPANY | 392 | $181K |
| Other(7 contracts, 2 carriers) | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | 392 | $523K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,003 | — |
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.