| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH USA INC- SEAN DUNN | 3625 N WLM ST #200 GREENSBORO, NC 27455 | AMERITAS LIFE INSURANCE CORP | $30K | $0 | $30K | 12.00% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 5145 GREENVILLE, SC 29606 | AMERITAS LIFE INSURANCE CORP | $0 | $5K | $5K | 1.99% |
| MARSH & MCLENNAN AGENCY LLC3 | — | AMERICAN UNITED LIFE INSURANCE COMPANY | $32K | $0 | $32K | 13.85% |
| GLENN ZIMMERMAN INC3 | 1510 HIGH ROCK RD GIBSONVILLE, NC 27249 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $12K | $2K | $14K | 10.25% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 350 CONSHOHOCKEN, PA 19428 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $5K | $131 | $5K | 3.79% |
| GRIMES INSURANCE LLC3 | 2728 HUNTINGTON RD FAYETTEVILLE, NC 28303 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $521 | $642 | $1K | 0.83% |
| DEBRA ANN FORMAN3 Filed as: DEBRA FORMAN LLC | 508 ASPEN GROVE DR FAQUAY VARINA, NC 27526 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $765 | $385 | $1K | 0.82% |
| NANCY Y BELL3 | 4213 HENDERSON RD GREENSBORO, NC 27410 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $0 | $1K | 0.73% |
| BENEFITS COUNT LI INC3 | 1401 CHRISTMAS CT RALEIGH, NC 27604 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $859 | $151 | $1K | 0.72% |
| SWIDPRO LLC3 | 3316 SINGLELEAF LN RALEIGH, NC 27616 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $272 | $0 | $272 | 0.19% |
| BARRETT L PATTERSON3 | 1522 DELLWOOD DR RALEIGH, NC 27607 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $127 | $0 | $127 | 0.09% |
| STATE EMPLOYEE BENEFITS LLC3 | PO BOX 365 HOPE MILLS, NC 28348 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $71 | $27 | $98 | 0.07% |
| MAY WAY OF WAKE COUNTY INC3 | 124 CHATTERSON DR. RALEIGH, NC 27615 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $88 | $0 | $88 | 0.06% |
| INSYNC BENEFITS INC3 Filed as: INSYNC BENEFIT INC | PO BOX 1474 CORNELIUS, NC 28031 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $70 | $0 | $70 | 0.05% |
| H FLETCHER RIFFEY3 | 5612 GREENWICH DR GREENSBORO, NC 27410 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $52 | $0 | $52 | 0.04% |
| BENEFITS COUNT LI INC3 | 1401 CHRISTMAS CT RALEIGH, PA 27604 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $25 | $0 | $25 | 0.02% |
| JASON DOUGLAS WISE3 | 8257 PRIMANTI BLVD RALEIGH, NC 27612 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $14 | $0 | $14 | 0.01% |
| DAVID MASON DOKELL3 | 159 BEACON DR UNIT A MOORESVILLE, NC 28117 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $8 | $0 | $8 | 0.01% |
| 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 | $4K | $447 | $5K | 8.84% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 350 CONSHOHOCKEN, PA 19428 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $58 | $2K | 4.18% |
| BENEFITS COUNT LI INC3 | 1401 CHRISTMAS CT RALEIGH, NC 27604 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $255 | $36 | $291 | 0.52% |
| GRIMES INSURANCE LLC3 | 2728 HUNTINGTON RD FAYETTEVILLE, NC 28303 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $129 | $154 | $283 | 0.51% |
| DEBRA ANN FORMAN3 Filed as: DEBRA FORMAN LLC | 508 ASPEN GROVE DR FUQUA VARINE, NC 27526 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $125 | $63 | $188 | 0.34% |
| DAVID MASON DOKELL3 | 159 BEACON DR UNIT A MOORESVILLE, NC 28117 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $135 | $0 | $135 | 0.24% |
| SWIDPRO LLC3 | 3316 SINGLELEAF LN RALEIGH, NC 27616 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $100 | $0 | $100 | 0.18% |
| INSYNC BENEFITS INC3 | PO BOX 1474 CORNELIUS, NC 28031 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $64 | $0 | $64 | 0.11% |
| STATE EMPLOYEE BENEFITS LLC3 | PO BOX 365 HOPE MILLS, NC 28348 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $15 | $6 | $21 | 0.04% |
| BENEFITS COUNT LI INC3 | 1401 CHRISTMAS CT RALEIGH, NC 27604 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $16 | $0 | $16 | 0.03% |
| 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 | $199 | $3K | 7.98% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 350 CONSHOHOCKEN, PA 19428 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $13 | $1K | 3.10% |
| BENEFITS COUNT LI INC3 | 1401 CHRISTMAS CT RALEIGH, NC 27604 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $241 | $16 | $257 | 0.67% |
| SWIDPRO LLC3 | 3316 SINGLELEAF LN RALEIGH, NC 27616 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $200 | $0 | $200 | 0.52% |
| GRIMES INSURANCE LLC3 | 2728 HUNTINGTON RD FAYETTEVILLE, NC 28303 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $55 | $66 | $121 | 0.31% |
| Z3 ENTERPRISES INC3 | 4807 WHISPER OAK DR TRINITY, NC 27370 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $107 | $0 | $107 | 0.28% |
| DEBRA ANN FORMAN3 Filed as: DEBRA FORMAN LLC | 508 ASPEN GROVE DR FAQUAY VARINA, NC 27526 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $67 | $34 | $101 | 0.26% |
| NANCY Y BELL3 | 4313 HENDERSON RD GREENSBORO, NC 27410 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $11 | $0 | $11 | 0.03% |
| STATE EMPLOYEE BENEFITS LLC3 | PO BOX 365 HOPE MILLS, NC 28348 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $6 | $2 | $8 | 0.02% |
| JASON DOUGLAS WISE3 | 8257 PRIMANTI BLVD RALEIGH, NC 27612 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $4 | $0 | $4 | 0.01% |
| BARRETT L PATTERSON3 | 1522 DELLWOOD DR RALEIGH, NC 27607 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2 | $0 | $2 | 0.01% |
| GLENN ZIMMERMAN INC3 | 1510 HIGH ROCK RD GIBSONVILLE, NC 27249 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $88 | $1K | 7.85% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 350 CONSHOHOCKEN, PA 19428 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $573 | $12 | $585 | 3.90% |
| BENEFITS COUNT LI INC3 | 1401 CHRISTMAS CT RALEIGH, NC 27604 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $91 | $7 | $98 | 0.65% |
| Z3 ENTERPRISES INC3 | 4807 WHISPER OAK DR TRNITY, NC 27370 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $75 | $0 | $75 | 0.50% |
| SWIDPRO LLC3 | 3316 SINGLELEAF LN RALEIGH, NC 27616 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $75 | $0 | $75 | 0.50% |
| GRIMES INSURANCE LLC3 | 2728 HUNTINGTON RD FAYETTEVILLE, NC 28303 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $24 | $31 | $55 | 0.37% |
| DEBRA ANN FORMAN3 Filed as: DEBRA FORMAN LLC | 508 ASPEN GROVE DR FUQUAY VARINA, NC 27526 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $34 | $18 | $52 | 0.35% |
| DAVID MASON DOKELL3 | 159 BEACON DR UNIT A MOORESVILLE, NC 28117 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $7 | $0 | $7 | 0.05% |
| STATE EMPLOYEE BENEFITS LLC3 | PO BOX 365 HOPE MILLS, NC 28348 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $4 | $2 | $6 | 0.04% |
| GLENN ZIMMERMAN INC3 | 1510 HIGH ROCK RD GIBSONVILLE, NC 27249 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $316 | $66 | $382 | 16.24% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 350 CONSHOHOCKEN, PA 19428 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $116 | $4 | $120 | 5.10% |
| GRIMES INSURANCE LLC3 | 2728 HUNTINGTON RD FAYETTEVILLE, NC 28303 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $16 | $19 | $35 | 1.49% |
| BENEFITS COUNT LI INC3 | 1401 CHRISTMAS CT RALEIGH, NC 27604 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $16 | $5 | $21 | 0.89% |
| DAVID MASON DOKELL3 | 159 BEACON DR UNIT A MOORESVILLE, NC 28117 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $9 | $0 | $9 | 0.38% |
| SWIDPRO LLC3 | 3316 SINGLELEAF LN RALEIGH, NC 27616 | 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 | $97 | $21 | $118 | 16.25% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 350 CONSHOHOCKEN, PA 19428 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $54 | $2 | $56 | 7.71% |
| GRIMES INSURANCE LLC3 | 2728 HUNTINGTON RD FAYETTEVILLE, NC 28303 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $5 | $6 | $11 | 1.52% |
| BENEFITS COUNT LI INC3 | 1401 CHRISTMAS CT RALEIGH, NC 27604 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $5 | $2 | $7 | 0.96% |
| DAVID MASON DOKELL3 | 159 BEACON DR UNIT A MOORESVILLE, NC 28117 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $3 | $0 | $3 | 0.41% |
| SWIDPRO LLC3 | 3316 SINGLELEAF LN RALEIGH, NC 27616 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $0 | $0 | $0 | 0.00% |
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 | 461 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 462 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | AMERITAS LIFE INSURANCE CORP | 858 | $253K |
| Life insurance | AMERICAN UNITED LIFE INSURANCE COMPANY | 461 | $234K |
| Other(7 contracts, 2 carriers) | AMERICAN UNITED LIFE INSURANCE COMPANY | 461 | $487K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 858 | — |
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.