| 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 | $7K | — | $7K | 0.52% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES INC. | 7701 AIRPORT CENTER DR. GREENSBORO, NC 27409 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $19K | — | $19K | 9.99% |
| BENEFITS COUNT INC3 Filed as: BENEFITS COUNT LI INC | 1401 CHRISTMAS COURT RALEIGH, NC 27604 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14K | $4K | $18K | 9.85% |
| KJELL T TERRELL3 | 327 GOLF COURSE DR RALEIGH, NC 27610 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9K | $652 | $9K | 4.98% |
| ARTHUR WAYNE JORDAN JR3 | 514 OAKWOOD AVENUE RALEIGH, NC 27601 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $1K | $5K | 2.85% |
| LISA A BALLANCE3 | 8058 CORPORATE CENTER DR CHARLOTTE, NC 28226 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $64 | $4K | 1.95% |
| 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 | $639 | — | $639 | 0.34% |
| JASON DOUGLAS WISE3 | 8257 PRIMANTI BLVD RALEIGH, NC 27612 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $565 | — | $565 | 0.30% |
| PALMETTO BENEFIT SOLUTIONS LLC3 Filed as: PALMETTO BENEFIT SOLUTIONS | 5264B INTERNATIONAL BLVD NORTH CHARLESTON, SC 29418 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $234 | — | $234 | 0.13% |
| KRISTEN BIBLE3 | 5461 TRALEE PLACE RALEIGH, NC 27609 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $225 | $3 | $228 | 0.12% |
| ADVANCED BENEFIT SYSTEM INC3 | 145 RIVER LANDING DRIVE DANIEL ISLAND, SC 29492 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $132 | — | $132 | 0.07% |
| TIMOTHY J REED3 | 21 AZALEA DRIVE LUMBERTON, NJ 08048 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $129 | — | $129 | 0.07% |
| 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 | $86 | — | $86 | 0.05% |
| BENEFIT COMMUNICATION SPECIALISTS3 Filed as: BENEFIT COMMUNICATION SPECIALIST | 8 CARETAKERS LANE SAVANNAH, GA 31404 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $71 | — | $71 | 0.04% |
| CARIE CHANEY HUNSINGER3 | 8 CARETAKERS LANE SAVANNAH, GA 31404 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $41 | — | $41 | 0.02% |
| ANDREW GREER3 | 124 CHATTERSON DRIVE RALEIGH, NC 27615 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $34 | — | $34 | 0.02% |
| BARRETT L PATTERSON3 | 1522 DELLWOOD DR RALEIGH, NC 27607 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $19 | $5 | $24 | 0.01% |
| ADVANCED ENROLLMENT SERVICES INC3 | 124 CHATTERSON DRIVE RALEIGH, NC 27615 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $19 | — | $19 | 0.01% |
| MAY WAY OF WAKE COUNTY INC3 | 124 CHATTERSON DR. RALEIGH, NC 27615 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 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% |
| BEC SERVICES LLC3 | 103 GRANFIELD CT CANTON, MS 39046 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| C & L REED ASSOCIATES LLC3 | 2911 GLENARDEN DRIVE CHARLESTON, SC 29414 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES - SC | 47 AIRPARK CT GREENVILLE, SC 296076188 | UNITEDHEALTHCARE INSURANCE COMPANY | $5K | — | $5K | 8.77% |
| BB&T INSURANCE SERVICES, INC.3 Filed as: BB&T INSURANCE SERVICES INC | 7701 AIRPORT CENTER DR STE 1800 GREENSBORO, NC 27409 | UNITEDHEALTHCARE INSURANCE COMPANY | — | $4K | $4K | 7.13% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | PO BOX 27149 GREENVILLE, SC 296162149 | UNITEDHEALTHCARE INSURANCE COMPANY | $6K | — | $6K | 11.25% |
| SOUTH CAROLINA TRUCKING ASSOCIATION3 Filed as: SOUTH CAROLINA TRUCKING ASSOC INC. | PO BOX 50166 COLUMBIA, SC 292500166 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 3.75% |
| MCGRIFF INSURANCE SERVICES INC3 | 47 AIRPARK CT GREENVILLE, SC 296076188 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 10.99% |
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 | 157 | 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) | 157 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTHCARE INSURANCE COMPANY | 212 | $1.3M |
| Dental | UNITEDHEALTHCARE INSURANCE COMPANY | 136 | $58K |
| Vision | UNITEDHEALTHCARE INSURANCE COMPANY | 133 | $17K |
| Life insurance | UNITEDHEALTHCARE INSURANCE COMPANY | 175 | $50K |
| Short-term disability | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 117 | $186K |
| Prescription drug | UNITEDHEALTHCARE INSURANCE COMPANY | 212 | $1.3M |
| Other(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 175 | $236K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 212 | — |
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.