| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN | POST OFFICE BOX 9375 GREENSBORO, SC 27429 | BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA | $34K | $0 | $34K | 2.01% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH USA INC | 3625 N ELM ST # 200 GREENSBORO, NC 274552604 | AMERITAS LIFE INSURANCE CORP | $10K | $0 | $10K | 12.00% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 5145 GREENVILLE, SC 29606 | AMERITAS LIFE INSURANCE CORP | $0 | $2K | $2K | 2.02% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 9375 GREENSBORO, NC 274290375 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $6K | $0 | $6K | 12.00% |
| MARSH & MCLENNAN AGENCY LLC3 | 2301 SUGAR BUSH ROAD RALEIGH, NC 27612 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $0 | $3K | $3K | 5.00% |
| THE BENEFIT COMPANY INC3 | PO BOX 23127 COLUMBIA, SC 29224 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $2K | $0 | $2K | 3.00% |
| THE BENEFIT COMPANY INC3 | PO BOX 211486 COLUMBIA, SC 29221 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $0 | $2K | 8.18% |
| PAMELA E JONES3 | 55 SHORELINE DR COLUMBIA, SC 29229 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $263 | $0 | $263 | 1.30% |
| BENEFITS COUNT INC3 Filed as: BENEFITS COUNT LI INC | 1401 CHRISTMAS CT RALEIGH, NC 27604 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $92 | $20 | $112 | 0.55% |
| ALICE RYAN STRIBLING3 Filed as: ALICE RAYN STRIBLING | 511 KILBOURNE RD COLUMBIA, SC 29205 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $70 | $0 | $70 | 0.35% |
| KJELL T TERRELL3 | 327 GOLF COURSE DR RALEIGH, NC 27610 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $65 | $4 | $69 | 0.34% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 350 CONSHOHOCKEN, PA 19428 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $66 | $2 | $68 | 0.34% |
| BROOKE HARMON3 Filed as: BROOKE HARMON & ASSOCIATES LLC | 70 HENRY LIVINGSTON RD POMARIA, SC 29126 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $39 | $0 | $39 | 0.19% |
| ARTHUR WAYNE JORDAN JR3 | 514 OAKWOOD AVE RALEIGH, NC 27601 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $26 | $4 | $30 | 0.15% |
| THE ADAMSON GROUP INC3 | 344 SUMMERSET DR CHAPIN, SC 29036 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $8 | $0 | $8 | 0.04% |
| MICHAEL C WALKER3 Filed as: MICHAEL T LINEBAUGH | 9994 BEACH CLUB DR APT 2007 MYRTLE BEACH, SC 29572 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $7 | $0 | $7 | 0.03% |
| ADVANCED BENEFIT SYSTEM INC3 Filed as: ADVANCED BENEFITS SYSTEM INC | 145 RIVER LANDING DR UNIT 203 DANIEL ISLAND, SC 29492 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $7 | $0 | $7 | 0.03% |
| LYNNETTE J MONROE3 Filed as: LYNNETTE J MOORE | 431 7TH AVE S NORTH MYRTLE BEACH, SC 29582 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $3 | $0 | $3 | 0.01% |
| JASON DOUGLAS WISE3 | 8257 PRIMANTI BLVD RALEIGH, NC 27612 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2 | $0 | $2 | 0.01% |
| SHEALY BENEFITS SERVICES INC3 | 215 HOGAN WAY LEXINGTON, SC 29072 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2 | $0 | $2 | 0.01% |
| THE CLARK GROUP OF SC3 | 898 ROPER RD LAURENS, SC 29360 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2 | $0 | $2 | 0.01% |
| CRAIG WAYNE SOTTILE3 Filed as: CRAIG WAYNE SCOTTILE | 3652 NE 19TH AVE FORT LAUDERDALE, FL 33308 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.00% |
| MAYNARD BENEFITS GRP INC3 | 3701 ON DECK CIR LITTLE RIVER, SC 29566 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 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 | 182 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 185 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA | 114 | $1.7M |
| Dental | AMERITAS LIFE INSURANCE CORP | 246 | $85K |
| Vision | AMERITAS LIFE INSURANCE CORP | 246 | $85K |
| Life insurance(2 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 178 | $71K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 178 | $50K |
| Prescription drug | BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA | 114 | $1.7M |
| Other(2 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 178 | $71K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 246 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.