| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE NASH AGENCY INC3 Filed as: THE NASH AGENCY, INC. | PO BOX 1948 ORANGEBURG, SC 29116 | BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA | $0 | $49K | $49K | 3.00% |
| THE NASH AGENCY INC3 Filed as: NASH AGENCY INC | PO BOX 1948 ORANGEBURG, SC 29116 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $4K | — | $4K | 10.00% |
| IMG5 | 2960 NORTH MERIDIAN STREET INDIANAPOLIS, IN 46208 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $3 | $30 | $33 | 0.07% |
| THE NASH AGENCY INC3 Filed as: THE NASH AGENCY | 562 SUMMERS AVE ORANGEBURG, SC 29115 | AFLAC | $572 | — | $572 | 3.36% |
| PAUL ROLLINS3 | 5551 S STOUGH ST HINSDALE, IL 60521 | AFLAC | $366 | $10 | $376 | 2.21% |
| HEYWARD RICHARDSON JR3 | 1163 MCCORDS FERRY RD LUGOFF, SC 29078 | AFLAC | $222 | $2 | $224 | 1.32% |
| RITA J ROLLINS3 | 5551 S STOUGH ST HINSDALE, IL 60521 | AFLAC | $148 | — | $148 | 0.87% |
| TERRANCE M LUCZAJ3 Filed as: TERRANCE LUCZAJ | 1052 S DEWCREST DR ANAHEIM, CA 92808 | AFLAC | $137 | — | $137 | 0.81% |
| JOHN D TYLER3 | 2131 KILEY WAY EDMOND, OK 73034 | AFLAC | $57 | — | $57 | 0.34% |
| HEYWARD RICHARDSON JR3 | 140 WILDEWOOD PARK DR STE 108 COLUMBIA, SC 29223 | AFLAC | $52 | — | $52 | 0.31% |
| PATRICIA A PARK3 | 18 SHEILA GAIL LN ROSSVILLE, GA 30741 | AFLAC | $40 | — | $40 | 0.24% |
| TERRANCE M LUCZAJ3 | 435 HARRODS LN CHARLESTON, SC 29412 | AFLAC | $32 | — | $32 | 0.19% |
| CATHERINE D JAMES3 Filed as: CATHERINE JAMES | 4531 MEADOWOOD RD COLUMBIA, SC 29206 | AFLAC | $16 | $2 | $18 | 0.11% |
| DAVID C BERRY3 Filed as: DAVID C. BERRY | 2545 HEATHWAY DR FLORENCE, SC 29501 | AFLAC | $14 | — | $14 | 0.08% |
| DAYTON LLC3 | 5445 DTC PKWY STE 1036 GREENWOOD VILLAGE, CO 80111 | AFLAC | $11 | — | $11 | 0.06% |
| KEVIN R MCFADDEN3 Filed as: KEVIN R. MCFADDEN | 1820 W CANNING DR MT. PLEASANT, SC 29466 | AFLAC | $11 | — | $11 | 0.06% |
| LARRY W NICHOLSON3 | 130 N SHELMORE BLVD MT. PLEASANT, SC 29464 | AFLAC | $10 | — | $10 | 0.06% |
| THE NASH AGENCY INC3 | 562 SUMMERS AVE ORANGEBURG, SC 29115 | AFLAC | $382 | — | $382 | 2.58% |
| PAUL ROLLINS3 | 5551 S STOUGH ST HINSDALE, IL 60521 | AFLAC | $304 | — | $304 | 2.05% |
| HEYWARD RICHARDSON JR3 | 1163 MCCORDS FERRY RD LUGOFF, SC 29078 | AFLAC | $188 | — | $188 | 1.27% |
| TERRANCE M LUCZAJ3 Filed as: TERRANCE LUCZAJ | 1052 S DEWCREST DR ANAHEIM, CA 92808 | AFLAC | $136 | — | $136 | 0.92% |
| RITA J ROLLINS3 | 5551 S STOUGH ST HINSDALE, IL 60521 | AFLAC | $123 | — | $123 | 0.83% |
| JOHN D TYLER3 | 2131 KILEY WAY EDMOND, OK 73034 | AFLAC | $44 | — | $44 | 0.30% |
| HEYWARD RICHARDSON JR3 | 140 WILDEWOOD PARK STE 108 COLUMBIA, SC 29223 | AFLAC | $41 | — | $41 | 0.28% |
| PATRICIA A PARK3 | 18 SHEILA GAIL LN ROSSVILLE, GA 30741 | AFLAC | $31 | — | $31 | 0.21% |
| TERRANCE M LUCZAJ3 | 435 HARRODS LN CHARLESTON, SC 29412 | AFLAC | $30 | — | $30 | 0.20% |
| LARRY W NICHOLSON3 | 130 N SHELMORE BLVD MT PLEASANT, SC 29464 | AFLAC | $14 | — | $14 | 0.09% |
| DAYTON LLC3 | 5445 DTC PKWY STE 1036 GREENWOOD VILLAGE, CO 80111 | AFLAC | $8 | — | $8 | 0.05% |
| KEVIN R MCFADDEN3 Filed as: KEVIN MCFADDEN | 1820 W CANNING DR MOUNT PLEASANT, SC 29466 | AFLAC | $8 | — | $8 | 0.05% |
| DAVID C BERRY3 | 2545 HEATHWAY DR FLORENCE, SC 29501 | AFLAC | $6 | — | $6 | 0.04% |
| CATHERINE D JAMES3 | 4531 MEADOWWOOD RD COLUMBIA, SC 29206 | AFLAC | $3 | — | $3 | 0.02% |
| THE NASH AGENCY INC3 | 562 SUMMERS AVE ORANGEBURG, SC 29115 | AFLAC | $536 | — | $536 | 3.92% |
| PAUL ROLLINS3 | 5551 S STOUGH ST HINSDALE, IL 60521 | AFLAC | $428 | — | $428 | 3.13% |
| HEYWARD RICHARDSON JR3 | 1163 MCCORDS FERRY RD LUGOFF, SC 29078 | AFLAC | $186 | — | $186 | 1.36% |
| RITA J ROLLINS3 | 5551 S STOUGH ST HINSDALE, IL 60521 | AFLAC | $46 | — | $46 | 0.34% |
| DAVID C BERRY3 | 2545 HEATHWAY DR FLORENCE, SC 29501 | AFLAC | $45 | — | $45 | 0.33% |
| HEYWARD RICHARDSON JR3 | 140 WILDEWOOD PARK STE 108 COLUMBIA, SC 29223 | AFLAC | $42 | — | $42 | 0.31% |
| TERRANCE M LUCZAJ3 | 1052 S DEWCREST DR ANAHEIM, CA 92808 | AFLAC | $42 | — | $42 | 0.31% |
| LARRY W NICHOLSON3 | 130 N SHELMORE BLVD MT PLEASANT, SC 29464 | AFLAC | $27 | — | $27 | 0.20% |
| JOHN D TYLER3 | 2131 KILEY WAY EDMOND, OK 73034 | AFLAC | $16 | — | $16 | 0.12% |
| CATHERINE D JAMES3 | 4531 MEADOWOOD RD COLUMBIA, SC 29206 | AFLAC | $13 | — | $13 | 0.10% |
| PATRICIA A PARK3 | 18 SHEILA GAIL LN ROSSVILLE, GA 30741 | AFLAC | $11 | — | $11 | 0.08% |
| TERRANCE M LUCZAJ3 | 435 HARRODS LN CHARLESTON, SC 29412 | AFLAC | $8 | — | $8 | 0.06% |
| KEVIN R MCFADDEN3 Filed as: KEVIN MCFADDEN | 1820 W CANNING DR MT PLEASANT, SC 29466 | AFLAC | $3 | — | $3 | 0.02% |
| DAYTON LLC3 | 5445 DTC PKWY STE 1036 GREENWOOD VILLAGE, CO 80111 | AFLAC | $3 | — | $3 | 0.02% |
| THE NASH AGENCY INC3 Filed as: THE NASH AGENCY | 562 SUMMERS AVE ORGANGEBURG, SC 29115 | AFLAC | $529 | — | $529 | 4.17% |
| PAUL ROLLINS3 | 5551 S STOUGH ST HINSDALE, IL 60521 | AFLAC | $423 | — | $423 | 3.34% |
| HEYWARD RICHARDSON JR3 | 1163 MCCORDS FERRY RD LUGOFF, SC 29078 | AFLAC | $155 | — | $155 | 1.22% |
| TERRANCE M LUCZAJ3 | 1052 S DEWCREST DR ANAHEIM, CA 92808 | AFLAC | $61 | — | $61 | 0.48% |
| HEYWARD RICHARDSON JR3 | 140 WILDEWOOD PARK DR STE 108 COLUMBIA, SC 29223 | AFLAC | $37 | — | $37 | 0.29% |
| LARRY W NICHOLSON3 Filed as: LARRY W. NICHOLSON | 130 N SHELMORE BLVD MT. PLEASANT, SC 29464 | AFLAC | $32 | — | $32 | 0.25% |
| TERRANCE M LUCZAJ3 | 435 HARRODS LN CHARLESTON, SC 29412 | AFLAC | $12 | — | $12 | 0.09% |
| DAVID C BERRY3 Filed as: DAVID C. BERRY | 2545 HEATHWAY DR FLORENCE, SC 29501 | AFLAC | $12 | — | $12 | 0.09% |
| CATHERINE D JAMES3 | 4531 MEADOWOOD RD COLUMBIA, SC 29206 | AFLAC | $11 | — | $11 | 0.09% |
| THE NASH AGENCY INC3 | 562 SUMMERS AVE ORANGEBURG, SC 29115 | AFLAC | $390 | — | $390 | 7.06% |
| PAUL ROLLINS3 | 5551 S STOUGH ST HINSDALE, IL 60521 | AFLAC | $299 | — | $299 | 5.41% |
| HEYWARD RICHARDSON JR3 | 1163 MCCORDS FERRY RD LUGOFF, SC 29078 | AFLAC | $88 | — | $88 | 1.59% |
| CATHERINE D JAMES3 | 4531 MEADOWOOD RD COLUMBIA, SC 29206 | AFLAC | $28 | — | $28 | 0.51% |
| HEYWARD RICHARDSON JR3 | 140 WILDEWOOD PARK STE 108 COLUMBIA, SC 29223 | AFLAC | $23 | — | $23 | 0.42% |
| LARRY W NICHOLSON3 | 130 N SHELMORE BLVD MT. PLEASANT, SC 29464 | AFLAC | $16 | — | $16 | 0.29% |
| DAVID C BERRY3 | 2545 HEATHWAY DR FLORENCE, SC 29501 | AFLAC | $11 | — | $11 | 0.20% |
| THE NASH AGENCY INC3 | 562 SUMMERS AVE ORANGEBURG, SC 29115 | AFLAC | $95 | — | $95 | 3.25% |
| PAUL ROLLINS3 | 5551 S STOUGH ST HINSDALE, IL 60521 | AFLAC | $53 | — | $53 | 1.81% |
| RITA J ROLLINS3 | 5551 S STOUGH ST HINSDALE, IL 60521 | AFLAC | $50 | — | $50 | 1.71% |
| HEYWARD RICHARDSON JR3 | 1163 MCCORDS FERRY RD LUGOFF, SC 29078 | AFLAC | $49 | — | $49 | 1.68% |
| DAVID C BERRY3 | 2545 HEATHWAY DR FLORENCE, SC 29501 | AFLAC | $29 | — | $29 | 0.99% |
| HEYWARD RICHARDSON JR3 | 140 WILDEWOOD PARK DR STE 108 COLUMBIA, SC 29223 | AFLAC | $10 | — | $10 | 0.34% |
| PAUL ROLLINS3 | 5551 S STOUGH ST HINSDALE, IL 60521 | AFLAC | $72 | — | $72 | 4.71% |
| HEYWARD RICHARDSON JR3 | 1163 MCCORDS FERRY RD LUGOFF, SC 29078 | AFLAC | $31 | — | $31 | 2.03% |
| THE NASH AGENCY INC2 | 562 SUMMERS AVE ORANGEBURG, SC 29115 | AFLAC | $15 | — | $15 | 0.98% |
| DAVID C BERRY3 | 2545 HEATHWAY DR FLORENCE, SC 29501 | AFLAC | $13 | — | $13 | 0.85% |
| TERRANCE M LUCZAJ3 | 1052 S DEWCREST DR ANAHEIM, CA 92808 | AFLAC | $8 | — | $8 | 0.52% |
| HEYWARD RICHARDSON JR3 | 140 WILDEWOOD PARK STE 108 COLUMBIA, SC 29223 | AFLAC | $7 | — | $7 | 0.46% |
| TERRANCE M LUCZAJ3 | 435 HARRODS LN CHARLESTON, SC 29412 | AFLAC | $2 | — | $2 | 0.13% |
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 | 145 | 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) | 145 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA | 139 | $1.6M |
| Life insurance | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 441 | $44K |
| Short-term disability | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 441 | $44K |
| Long-term disability | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 441 | $44K |
| Prescription drug | BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA | 139 | $1.6M |
| Other(8 contracts, 2 carriers) | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 441 | $112K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 441 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.