| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MCGRIFF INSURANCE SERVICES INC3 | PO BOX 27149 GREENVILLE, SC 29616 | AETNA LIFE INSURANCE CO. | $2K | — | $2K | 0.33% |
| SC TRUCKING ASSOCIATION3 Filed as: SC TRUCKING ASSOCIATION INC | 2425 DEVINE ST COLUMBIA, SC 29205 | AETNA LIFE INSURANCE CO. | $563 | — | $563 | 0.11% |
| RELATION INSURANCE SERVICES OF CA3 Filed as: RELATION INSURANCE SVCS | 5821 FAIRVIEW ROAD CHARLOTTE, NC 29209 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6K | — | $6K | 6.56% |
| BENEFITS COUNT INC3 | 1401 CHRISTMAS COURT RALEIGH, NC 27604 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $902 | $5K | 4.91% |
| ARTHUR WAYNE JORDAN JR3 | 514 OAKWOOD AVENUE RALEIGH, NC 27601 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $378 | $2K | 1.76% |
| ADVANCED ENROLLMENT SERVICES INC3 | 309 IRONWOODS DRIVE CHAPEL HILL, NC 27516 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | — | $1K | 1.43% |
| JANIE M GREER3 | 124 CHATTERSON DR. RALEIGH, NC 27615 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $979 | — | $979 | 1.00% |
| KJELL T TERRELL3 | 327 GOLF COURSE DR RALEIGH, NC 27610 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $694 | $135 | $829 | 0.85% |
| PALMETTO BENEFIT SOLUTIONS LLC3 Filed as: PALMETTO BENEFIT SOLUTIONS | 735 COLEMAN BLVD APT 313 MOUNT PLEASANT, SC 29464 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $557 | $272 | $829 | 0.85% |
| MAY WAY OF WAKE COUNTY INC3 | 124 CHATTERSON DR. RALEIGH, NC 27615 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $620 | — | $620 | 0.63% |
| ADVANCED BENEFIT SYSTEM INC3 | 145 RIVER LANDING DRIVE DANIEL ISLAND, SC 29492 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $267 | $52 | $319 | 0.33% |
| KRISTEN BIBLE3 | 5461 TRALEE PLACE RALEIGH, NC 27609 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $229 | $22 | $251 | 0.26% |
| TIMOTHY J REED3 | 21 AZALEA DRIVE LUMBERTON, NJ 08048 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $218 | — | $218 | 0.22% |
| CARIE DEANNE CHANEY3 | 37 W FAIRMONT AVE SAVANNAH, GA 31406 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $160 | — | $160 | 0.16% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN LOAFERS SIZE 9 | 78 VICTORIA SQUARE DRIVE HILTON HEAD ISLAND, SC 29926 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $119 | — | $119 | 0.12% |
| DONALD B FAULKNER SR3 | 612 IVY GREEN LANE IRMO, SC 29063 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $67 | — | $67 | 0.07% |
| DANIEL HIGHSMITH3 | 222 MACKIE RD NORTH AUGUSTA, SC 29860 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $43 | — | $43 | 0.04% |
| AMH HOLDINGS LLC3 | 520 FOLLY ROAD CHARLESTON, SC 29412 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $41 | — | $41 | 0.04% |
| HOWARD HOROWITZ3 Filed as: HOWARD J HOROWITZ | 2610 ALCOTT STREET CARMEL, IN 46032 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $22 | — | $22 | 0.02% |
| REBECCA LYNN SMITH3 | 103 GRANFIELD CT CANTON, MS 39046 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $21 | — | $21 | 0.02% |
| C & L REED ASSOCIATES LLC3 | 2911 GLENARDEN DRIVE CHARLESTON, SC 29414 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $16 | — | $16 | 0.02% |
| THE ADAMSON GROUP INC3 | 344 SUMMERSET DR CHAPIN, SC 29036 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | — | $11 | 0.01% |
| MCGRIFF INSURANCE SERVICES INC3 | 3605 GLENWOOD AVE STE 201 RALEIGH, NC 27216 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $5K | $2K | $7K | 9.25% |
| SC TRUCKING ASSOCIATION3 Filed as: SC TRUCKING ASSOCIATION INC | PO BOX 50166 COLUMBIA, SC 29205 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $2K | — | $2K | 2.90% |
| MCGRIFF INSURANCE SERVICES INC3 | PO BOX 27149 GREENVILLE, SC 29616 | AETNA HEALTH INC. | $203 | — | $203 | 0.30% |
| SC TRUCKING ASSOCIATION3 Filed as: SC TRUCKING ASSOCIATION INC | 2425 DEVINE ST COLUMBIA, SC 29205 | AETNA HEALTH INC. | $68 | — | $68 | 0.10% |
| MCGRIFF INSURANCE SERVICES INC3 | PO BOX 27149 GREENVILLE, SC 29616 | PHYSICIANS EYECARE PLAN | $704 | — | $704 | 7.50% |
| SC TRUCKING ASSOCIATION3 Filed as: SC TRUCKING ASSOCIATION INC | 2425 DEVINE ST COLUMBIA, SC 29205 | PHYSICIANS EYECARE PLAN | $235 | — | $235 | 2.50% |
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 | 120 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 1 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 122 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | AETNA LIFE INSURANCE CO. | 86 | $580K |
| Dental | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 124 | $72K |
| Vision | PHYSICIANS EYECARE PLAN | 128 | $9K |
| Life insurance | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 124 | $72K |
| Short-term disability | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 88 | $98K |
| Other(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 124 | $170K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 128 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.