| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| DAVID GOOGE3 | 723 COLISEUM DR STE 202 WINSTON-SALEM, NC 27106 | METROPOLITAN LIFE INSURANCE COMPANY | $6K | — | $6K | 5.73% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, LLC | PO BOX 896620 CHARLOTTE, NC 28289 | METROPOLITAN LIFE INSURANCE COMPANY | $5K | — | $5K | 4.77% |
| GLENN ZIMMERMAN INC3 | 1510 HIGH ROCK RD GIBSONVILLE, NC 27249 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | — | $1K | 5.45% |
| SALEM BENEFITS GROUP INC3 | C/O SALEM BENEFITS GROUP, INC WINSTON-SALEM, NC 27103 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $907 | — | $907 | 4.25% |
| TODD GERALD GECEWICZ3 | 216 W GANNON AVE ZEBULON, NC 27597 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $136 | — | $136 | 0.64% |
| SWIDPRO LLC3 | 2025 LONESOME DOVE DRIVE FRANKLINTON, NC 27525 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $50 | $16 | $66 | 0.31% |
| DONNA N DWYER3 Filed as: DONNA DWYER | 1495 RYMCO DRIVE WINSTON-SALEM, NC 27103 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $54 | — | $54 | 0.25% |
| PETER MICHAEL FOLEY JR3 | 150 PAMPLICO LANE MOORESVILLE, NC 28117 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | — | $10 | 0.05% |
| PHIL COLEMAN3 | 18908 RIVERWIND LN DAVIDSON, NC 28036 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | — | $10 | 0.05% |
| GAIL STEWART GOLD3 | 11919 SUNFLOWER LANE RICHMOND, VA 23236 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | — | $7 | 0.03% |
| MELODIE M MCDANIEL3 | 181 SILVER BLUFF DRIVE CANTON, NC 28716 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.01% |
| LEON MARTIN3 | 1520 MARTIN STREET WINSTON-SALEM, NC 27103 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| MARK METTILLE3 | 422 WAUPONSEE ST MORRIS, IL 00000 | METROPOLITAN LIFE INSURANCE COMPANY | $4K | — | $4K | 25.00% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS | 422 WAUPONSEE ST MORRIS, IL 00000 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | — | $1K | 9.14% |
| MARK METTILLE3 | 422 WAUPONSEE ST MORRIS, IL 00000 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | — | $3K | 25.05% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS | 422 WAUPONSEE ST MORRIS, IL 00000 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | — | $1K | 9.16% |
| MARK METTILLE3 | 422 WAUPONSEE ST MORRIS, IL 00000 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | — | $1K | 17.13% |
| GIS BENEFITS INC3 | 422 WAUPONSEE ST MORRIS, IA 00000 | METROPOLITAN LIFE INSURANCE COMPANY | $475 | — | $475 | 6.51% |
| SALEM BENEFITS GROUP INC3 | C/O SALEM BENEFITS GROUP, INC WINSTON SALEM, NC 27103 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | — | $14 | 3.23% |
| GLEN ZIMMERMAN INC.3 Filed as: GLEN ZIMMERMAN INC | 1510 HIGH ROCK RD GIBSONVILLE, NC 27249 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $13 | — | $13 | 3.00% |
| TODD GERALD GECEWICZ3 | 216 W GANNON AVE ZEBULON, NC 27597 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 1.15% |
| PETER MICHAEL FOLEY JR3 | 150 PAMLICO LANE MOORESVILLE, NC 28117 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.23% |
| SWIDPRO LLC3 | 3316 SINGLELEAF LANE RALEIGH, NC 27616 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.23% |
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 | 636 | 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) | 636 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 636 | $109K |
| Short-term disability(3 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 636 | $131K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 636 | $109K |
| Other(4 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 636 | $146K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 636 | — |
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.
Final-filing indicator set. Plan is winding down; don't waste sales effort here.