| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| RYAN WILCOX3 | MARSH MCLENNAN 1400 EASTCHESTER DRIVE, SUITE 200 HIGH POINT, NC 27265 | BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA | $42K | $0 | $42K | 2.55% |
| 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 | $10K | $0 | $10K | 12.00% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 5145 GREENVILLE, SC 296065145 | AMERITAS LIFE INSURANCE CORP | $0 | $3K | $3K | 3.07% |
| ENROLLEASE3 Filed as: CLARKE & COMPANY BENEFITS LLC | PO BOX 5672 COLUMBIA, SC 29250 | DELTA DENTAL OF MISSOURI | $9K | $0 | $9K | 15.40% |
| THE BENEFIT COMPANY INC3 | 3800 FERNANDINA RD STE 120 COLUMBIA, SC 29210 | DELTA DENTAL OF MISSOURI | $2K | $0 | $2K | 3.79% |
| MARSH & MCLENNAN AGENCY LLC3 | 6160 GOLDEN HILLS DR MINNEAPOLIS, MN 55416 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $2K | $5K | 17.22% |
| MARSH & MCLENNAN AGENCY LLC3 | 3625 N ELM ST STE 200 GREENSBORO, NC 27455 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $118 | $0 | $118 | 0.40% |
| MARSH & MCLENNAN AGENCY LLC3 | 6160 GOLDEN HILLS DR MINNEAPOLIS, MN 55416 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $1K | $4K | 15.00% |
| MARSH & MCLENNAN AGENCY LLC3 | 3625 N ELM ST STE 200 GREENSBORO, NC 27455 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $203 | $0 | $203 | 0.80% |
| THE BENEFIT COMPANY INC3 | PO BOX 211486 COLUMBIA, SC 29221 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2K | — | $2K | 10.21% |
| BENEFITS COUNT INC3 Filed as: BENEFITS COUNT LI INC | 1401 CHRISTMAS CT RALEIGH, NC 27604 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $259 | $251 | $510 | 2.39% |
| PAMELA E JONES3 | 55 SHORELINE DR COLUMBIA, SC 29229 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $448 | $47 | $495 | 2.32% |
| KJELL T TERRELL3 | 327 GOLF COURSE DR RALEIGH, NC 27610 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $290 | $36 | $326 | 1.53% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 350 CONSHOHOCKEN, PA 19428 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $193 | $24 | $217 | 1.02% |
| ARTHUR WAYNE JORDAN JR3 | 514 OAKWOOD AVE RALEIGH, NC 27601 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $77 | $61 | $138 | 0.65% |
| ALICE RYAN STRIBLING3 Filed as: ALICE RAYN STRIBLING | 511 KILBOURNE RD COLUMBIA, SC 29205 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $115 | $23 | $138 | 0.65% |
| THE CLARK GROUP OF SC3 | 898 ROPER RD LAUREN, SC 29360 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $34 | $76 | $110 | 0.52% |
| BROOKE HARMON3 | 70 HENRY LIVINGSTON RD POMARIA, SC 29126 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $77 | $24 | $101 | 0.47% |
| 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 | $20 | $19 | $39 | 0.18% |
| JASON DOUGLAS WISE3 | 8257 PRIMANTI BLVD RALEIGH, NC 27612 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $22 | — | $22 | 0.10% |
| MCGRIFF INSURANCE SERVICES INC3 | 3605 GLENWOOD AVE STE 201 RALEIGH, NC 27612 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $12 | — | $12 | 0.06% |
| THE ADAMSON GROUP INC3 | 344 SUMMERSET DR CHAPIN, SC 29036 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $8 | — | $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 | — | $7 | 0.03% |
| BROOKE HARMON3 Filed as: BROOKE HARMON & ASSOCIATES LLC | 70 HENRY LIVINGSTON RD POMARIA, SC 29126 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $7 | — | $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 | — | $3 | 0.01% |
| MAYNARD BENEFITS GRP INC3 | 3701 ON DECK CIR LITTLE RIVER, SC 29566 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.01% |
| SHEALY BENEFITS SERVICES INC3 | 215 HOGAN WAY LEXINGTON, SC 29072 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2 | — | $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 | — | $1 | 0.00% |
| CASSANDRA B BRABHAM3 | 169 WATERFALL CIR LITTLE RIVER, SC 29566 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $0 | — | $0 | 0.00% |
| WBBAS INC3 | 169 WATERFALL CIR LITTLE RIVER, SC 29566 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $0 | — | $0 | 0.00% |
| MARSH & MCLENNAN AGENCY LLC3 | 6160 GOLDEN HILLS DR MINNEAPOLIS, MN 55416 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $649 | $2K | 19.13% |
| MARSH & MCLENNAN AGENCY LLC3 | 3625 N ELM ST STE 200 GREENSBORO, NC 27455 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $148 | $0 | $148 | 1.22% |
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 | 172 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 17 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 189 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA | 116 | $1.6M |
| Dental(2 contracts, 2 carriers) | AMERITAS LIFE INSURANCE CORP | 259 | $141K |
| Vision | AMERITAS LIFE INSURANCE CORP | 259 | $85K |
| Life insurance(3 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 169 | $59K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 169 | $29K |
| Prescription drug | BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA | 116 | $1.6M |
| Other(3 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 169 | $59K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 259 | — |
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.