| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES | 47 AIRPARK CT GREENVILLE, SC 296076188 | UNITEDHEALTHCARE INSURANCE COMPANY | -$50 | — | -$50 | -0.00% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES INC. | 7701 AIRPORT CENTER DR. GREENSBORO, NC 27409 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14K | — | $14K | 6.71% |
| BENEFITS COUNT INC3 Filed as: BENEFITS COUNT LI INC | 1401 CHRISTMAS COURT RALEIGH, NC 27604 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9K | $5K | $14K | 6.64% |
| KJELL T TERRELL3 | 327 GOLF COURSE DR RALEIGH, NC 27610 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6K | $549 | $6K | 2.99% |
| TRIAD BENEFITS GROUP INC3 | 200 DOLLY LN WINSTON-SALEM, NC 27107 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $4K | $6K | 2.96% |
| ARTHUR WAYNE JORDAN JR3 | 514 OAKWOOD AVENUE RALEIGH, NC 27601 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $1K | $5K | 2.23% |
| LISA A BALLANCE3 | 8058 CORPORATE CENTER DR CHARLOTTE, NC 28226 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $53 | $3K | 1.22% |
| KRISTEN BIBLE3 | 5461 TRALEE PLACE RALEIGH, NC 27609 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $206 | $2K | 0.92% |
| RELATION INSURANCE SERVICES OF CA3 Filed as: RELATION INSURANCE SVCS OF NC | 11215 N COMMUNITY HOUSE RD CHARLOTTE, NC 28277 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $513 | — | $513 | 0.24% |
| JASON DOUGLAS WISE3 | 8257 PRIMANTI BLVD RALEIGH, NC 27612 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $446 | — | $446 | 0.21% |
| PALMETTO BENEFIT SOLUTIONS LLC3 Filed as: PALMETTO BENEFIT SOLUTIONS | 5264B INTERNATIONAL BLVD NORTH CHARLESTON, SC 29418 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $192 | — | $192 | 0.09% |
| TIMOTHY J REED3 | 21 AZALEA DRIVE LUMBERTON, NJ 08048 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $117 | — | $117 | 0.06% |
| ADVANCED BENEFIT SYSTEM INC3 | 145 RIVER LANDING DRIVE DANIEL ISLAND, SC 29492 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $108 | — | $108 | 0.05% |
| BENEFIT COMMUNICATION SPECIALISTS3 Filed as: BENEFIT COMMUNICATION SPECIALIST | 8 CARETAKERS LANE SAVANNAH, GA 31404 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $88 | — | $88 | 0.04% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN LOAFERS SIZE 9 LLC | 78 VICTORIA SQUARE DRIVE HILTON HEAD ISLAND, SC 29926 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $61 | — | $61 | 0.03% |
| ANDREW GREER3 | 124 CHATTERSON DRIVE RALEIGH, NC 27615 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $45 | — | $45 | 0.02% |
| MAY WAY OF WAKE COUNTY INC3 | 124 CHATTERSON DR. RALEIGH, NC 27615 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.00% |
| HOWARD HOROWITZ3 Filed as: HOWARD J HOROWITZ | 2610 ALCOTT STREET CARMEL, IN 46032 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.00% |
| THE ADAMSON GROUP INC3 | 344 SUMMERSET DR CHAPIN, SC 29036 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.00% |
| BARRETT L PATTERSON3 | 1522 DELLWOOD DR RALEIGH, NC 27607 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| C & L REED ASSOCIATES LLC3 | 2911 GLENARDEN DRIVE CHARLESTON, SC 29414 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| MCGRIFF INSURANCE SERVICES INC3 | 7701 AIRPORT CENTER DRIVE SUITE 1800 GREENSBORO, NC 27409 | COMPANION LIFE | $8K | — | $8K | 8.79% |
| SOUTH CAROLINA TRUCKING ASSOCIATION3 | 2425 DEVINE ST COLUMBIA, SC 29250 | COMPANION LIFE | $3K | — | $3K | 2.93% |
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 | 171 | 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) | 171 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTHCARE INSURANCE COMPANY | 162 | $1.4M |
| Dental | COMPANION LIFE | 179 | $89K |
| Vision | COMPANION LIFE | 179 | $89K |
| Life insurance | COMPANION LIFE | 179 | $89K |
| Short-term disability | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 121 | $210K |
| Prescription drug | UNITEDHEALTHCARE INSURANCE COMPANY | 162 | $1.4M |
| Other(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 179 | $299K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 179 | — |
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."
No prospect flags tripped on this filing.