| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MHBT | 8144 WALNUT HILL LANE, 16TH FLOOR DALLAS, TX 75231 | COMPANION LIFE INSURANCE COMPANY | $36K | — | $36K | 10.17% |
| MARSH & MCLENNAN AGENCY LLC3 | 8144 WALNUT HILL 16TH FLOOR DALLAS, TX 75231 | CONTINENTAL AMERICAN INSURANCE COMPANY | $32K | — | $32K | 22.60% |
| CANDACE H SAMS3 | 1933 RANCH ROAD LAURENS, SC 29360 | CONTINENTAL AMERICAN INSURANCE COMPANY | $5K | — | $5K | 3.90% |
| JONATHAN SMITH3 | 185 HAYWARD BISHOP WAY SENOIA, GA 30276 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3K | — | $3K | 1.99% |
| CINDY K CORVI3 | 7635 BLANDFORD PLACE ATLANTA, GA 30350 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 1.32% |
| JEFFREY R HARDY3 | 6100 BLACK WILLOW DRIVE GREENSBORO, NC 27405 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 1.32% |
| PHILLIP HARRELL3 | 3257 SEREN LAKES WEST END, NC 27376 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 1.23% |
| ALLISON D SHERIFF3 | 124 GRACE DR EASLEY, SC 29640 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 1.20% |
| KRYSTAL L ELLISON3 | 826 N. ELM ST GREENSBORO, NC 27401 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 1.19% |
| KAREN H SMITH3 | 1550 FALLEN LEAF DRIVE MARIETTA, GA 30064 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 1.17% |
| MARK P ENSLEY3 | 6 WANDFLOWER CT SIMPSONVILLE, SC 29680 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 1.08% |
| LYNN WARDLAW3 | 187 SOUTH CULVER ST LAWRENCEVILLE, GA 30046 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | — | $1K | 1.06% |
| ROBERT HESLEP3 Filed as: ROBERT L HESLEP | 6680 RIVER ISLAND CIRCLE BUFORD, GA 30518 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | — | $1K | 0.96% |
| LINDA M MCNAIR3 | 764 JODY RD CARTHAGE, NC 28327 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | — | $1K | 0.96% |
| KATHRYN T WHITE3 | 12 EL PASO DRIVE GREENVILLE, SC 29617 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | — | $1K | 0.96% |
| JUSTIN M GUIDI3 | 555 N. PLEASANTBURG DR. SUITE 200 GREENVILLE, SC 29607 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | — | $1K | 0.96% |
| PATRICIA R ALDAPE3 | 5540 CREEKRIDGE DR ARLINGTON, TX 76018 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | — | $1K | 0.86% |
| QUINTON J MILES3 | PO BOX 17163 MEMPHIS, TN 38187 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | — | $1K | 0.84% |
| JOSEPH B NEYLAND3 | 3985 MANOR HOUSE DRIVE MARIETTA, GA 30062 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | — | $1K | 0.82% |
| MICHAEL B PETERS3 | 3385 SHOAL CREEK ROAD MONROE, GA 30656 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | — | $1K | 0.79% |
| DONNA ROBINSON BISHOP3 Filed as: DONNA BISHOP | 113 HOMESTEAD DRIVE BOILING SPRINGS, SC 29316 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | — | $1K | 0.78% |
| ALISON HLUCHOTA3 | 555 N. PLEASANTBURG DR SUITE 200 GREENVILLE, SC 29607 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | — | $1K | 0.76% |
| REBECCA K BENTON3 | 207 TWIN FALLS DRIVE SIMPSONVILLE, SC 29680 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | — | $1K | 0.73% |
| JUSTIN F GRIESINGER3 | 814 WAXHAW CREEK RD WAXHAW, NC 28173 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | — | $1K | 0.72% |
| EDWARD BATOR JR3 | P O BOX 5018 PINEHURST, NC 28374 | CONTINENTAL AMERICAN INSURANCE COMPANY | $981 | — | $981 | 0.70% |
| MAURI M AUTREY3 | 3326 WHITE STORE RD PAGELAND, SC 29728 | CONTINENTAL AMERICAN INSURANCE COMPANY | $963 | — | $963 | 0.69% |
| KELLY LEBSACK3 Filed as: KELLY D LEBSACK | 3300 BATTLEGROUND AVE. #206 GREENSBORO, NC 27410 | CONTINENTAL AMERICAN INSURANCE COMPANY | $926 | — | $926 | 0.66% |
| STEPHANIE MCINTOSH ARD, LLC.3 | 372 SPAMM RD. SALTER, SC 29590 | CONTINENTAL AMERICAN INSURANCE COMPANY | $786 | — | $786 | 0.56% |
| MELVIN R WARNER3 | 110 COURTLAND CIRCLE POWDER SPRINGS, GA 30127 | CONTINENTAL AMERICAN INSURANCE COMPANY | $735 | — | $735 | 0.52% |
| THELMA BELL3 | 3937 QUARTER TRAIL W. COLUMBIA, SC 29172 | CONTINENTAL AMERICAN INSURANCE COMPANY | $714 | — | $714 | 0.51% |
| JONATHAN ALI HAJIMOMEN3 Filed as: JONATHAN W LUCAS | #MULTIVALUE CUMMING, GA 30041 | CONTINENTAL AMERICAN INSURANCE COMPANY | $662 | — | $662 | 0.47% |
| KIRSTEN FRYER3 | 106 SALEM RD LADSON, SC 29456 | CONTINENTAL AMERICAN INSURANCE COMPANY | $645 | — | $645 | 0.46% |
| JAMES MASON FORD III3 Filed as: JAMES M FORD | 1444 OLDENBURG DRIVE MT. PLEASANT, SC 29429 | CONTINENTAL AMERICAN INSURANCE COMPANY | $620 | — | $620 | 0.44% |
| MUNCIE ALAN RUSSELL3 Filed as: MUNCIE A RUSSELL | 5000 THURMOND MALL BLVD STE 311 COLUMBIA, SC 29201 | CONTINENTAL AMERICAN INSURANCE COMPANY | $611 | — | $611 | 0.43% |
| ERDWIN A KRAUSE3 | 2450 AIRPORT RD APT N2131 LONGMONT, CO 80503 | CONTINENTAL AMERICAN INSURANCE COMPANY | $589 | — | $589 | 0.42% |
| KATHERINE L SIMOS3 | 3309 CLARICE AVE PFAFFTOWN, NC 27040 | CONTINENTAL AMERICAN INSURANCE COMPANY | $582 | — | $582 | 0.41% |
| JERDIE R CROSSLAND3 | 8601 TURNPIKE DR WESTMINISTER, CO 80031 | CONTINENTAL AMERICAN INSURANCE COMPANY | $575 | — | $575 | 0.41% |
| THOMAS E HATCHER JR3 Filed as: THOMAS E HATCHER | 1588 BAY TREE DRIVE HARRELLS, NC 28444 | CONTINENTAL AMERICAN INSURANCE COMPANY | $566 | — | $566 | 0.40% |
| DAVID C BERRY3 | 2545 HEATHWAY DR FLORENCE, SC 29501 | CONTINENTAL AMERICAN INSURANCE COMPANY | $545 | — | $545 | 0.39% |
| ALFRED E DEVINE3 | 324 DEVINE WAY SILER CITY, NC 27344 | CONTINENTAL AMERICAN INSURANCE COMPANY | $516 | — | $516 | 0.37% |
| KRISTY J FISHBACK3 | PO BOX 405 BATAVIA, OH 45103 | CONTINENTAL AMERICAN INSURANCE COMPANY | $507 | — | $507 | 0.36% |
| STEPHEN I BURGESS3 | 220 RAVEN CLIFF ROAD CLEVELAND, SC 29635 | CONTINENTAL AMERICAN INSURANCE COMPANY | $492 | — | $492 | 0.35% |
| FRAN C HARGARTEN III3 | 1140 MOSSY ROCK ROAD NW KENNESAW, GA 30152 | CONTINENTAL AMERICAN INSURANCE COMPANY | $478 | — | $478 | 0.34% |
| DAVID P HORAH3 Filed as: DAVID L DEW | 402 AMBERWOOD CONNECTOR EUHARLEE, GA 30145 | CONTINENTAL AMERICAN INSURANCE COMPANY | $450 | — | $450 | 0.32% |
| ANDY B GLENN II3 Filed as: ANDY B GLENN | 4267 BRIGHTON WAY KENNESAW, GA 30144 | CONTINENTAL AMERICAN INSURANCE COMPANY | $449 | — | $449 | 0.32% |
| JONI DANIELS3 | 1931 SHARON RD WOODRUFF, SC 29388 | CONTINENTAL AMERICAN INSURANCE COMPANY | $436 | — | $436 | 0.31% |
| WILLIAM M WARDLAW JR3 | 368 WEST PIKE ST STE 207 LAWRENCEVILLE, GA 30046 | CONTINENTAL AMERICAN INSURANCE COMPANY | $419 | — | $419 | 0.30% |
| JOSEPH BERNABEI3 | 7 SINGLE OAK CT FOUNTAIN INN, SC 29644 | CONTINENTAL AMERICAN INSURANCE COMPANY | $413 | — | $413 | 0.29% |
| JUDITH A POTWORA3 | 7 BIRCHSTONE COURT SIMPSONVILLE, SC 29681 | CONTINENTAL AMERICAN INSURANCE COMPANY | $399 | — | $399 | 0.28% |
| DONNA L MATTHEWS3 | 3152 HITCHING POST LANE ROCK HILL, SC 29732 | CONTINENTAL AMERICAN INSURANCE COMPANY | $394 | — | $394 | 0.28% |
| ALICIA CLIFTON3 | 3915 HUNTINGRIDGE DRIVE LILBURN, GA 30047 | CONTINENTAL AMERICAN INSURANCE COMPANY | $391 | — | $391 | 0.28% |
| AUDREY J SHRIVE3 | 7057 APPLETREE LOOP COLORADO SPRINGS, CO 80925 | CONTINENTAL AMERICAN INSURANCE COMPANY | $386 | — | $386 | 0.27% |
| DUSTIN ROBERT JOHNSON3 Filed as: DUSTIN R JOHNSON | 5300 OAKBROOK PARKWAY SUITE 350 NORCROSS, GA 30093 | CONTINENTAL AMERICAN INSURANCE COMPANY | $354 | — | $354 | 0.25% |
| KRISTIN SWISHER-MCFADDEN3 Filed as: KRISTIN G SWISHER | 1096 FALCON RIDGE INDIANAPOLIS, IN 46280 | CONTINENTAL AMERICAN INSURANCE COMPANY | $354 | — | $354 | 0.25% |
| PAULA J FAMBROUGH3 | 1201 MAIN STREET SUITE 2300 COLUMBIA, SC 29201 | CONTINENTAL AMERICAN INSURANCE COMPANY | $349 | — | $349 | 0.25% |
| WANDA JEAN ANDERSON3 Filed as: WANDA J ANDERSON | 1751 WHITE OAK RIDGE RD. FOUNTAIN RUN, KY 42133 | CONTINENTAL AMERICAN INSURANCE COMPANY | $346 | — | $346 | 0.25% |
| RONALD L HUGGINS JR3 | 5204 WOLF RUN DR COLUMBUS, OH 43230 | CONTINENTAL AMERICAN INSURANCE COMPANY | $342 | — | $342 | 0.24% |
| HEATHER BUTNER3 | 2540 POLO RD WINSTON SALEM, NC 27106 | CONTINENTAL AMERICAN INSURANCE COMPANY | $335 | — | $335 | 0.24% |
| ROGER HUGH JONES3 Filed as: ROGER H JONES | 2158 CUMBERLAND PKWY SE APT 72 ATLANTA, GA 30339 | CONTINENTAL AMERICAN INSURANCE COMPANY | $321 | — | $321 | 0.23% |
| JOHN P KOWN II3 | 1275 SHILOH ROAD SUITE 2260 KENNESAW, GA 30144 | CONTINENTAL AMERICAN INSURANCE COMPANY | $293 | — | $293 | 0.21% |
| VANCE SMITH3 | 6420 FALL BRANCH DRIVE COLUMBUS, GA 31904 | CONTINENTAL AMERICAN INSURANCE COMPANY | $293 | — | $293 | 0.21% |
| HEYWARD RICHARDSON JR3 Filed as: HEYWARD RICHARDSON | 1163 MCCORDS FERRY RD LUGOFF, SC 29078 | CONTINENTAL AMERICAN INSURANCE COMPANY | $254 | — | $254 | 0.18% |
| ANDREW ARTHUR INC3 | 103 CHASE ST. SUITE C FLORENCE, SC 29501 | CONTINENTAL AMERICAN INSURANCE COMPANY | $207 | — | $207 | 0.15% |
| AMANDA L HARVEY3 | 22 HILLCREEK BLVD CHARLESTON, SC 29412 | CONTINENTAL AMERICAN INSURANCE COMPANY | $170 | — | $170 | 0.12% |
| KAREN H SMITH3 | 1550 FALLEN LEAF DRIVE MARIETTA, GA 30064 | CONTINENTAL AMERICAN INSURANCE COMPANY | $169 | — | $169 | 0.12% |
| MICHAEL K PORTER3 | 1380 APPLING DRIVE UNIT 305 MT PLEASANT, SC 29464 | CONTINENTAL AMERICAN INSURANCE COMPANY | $163 | — | $163 | 0.12% |
| KATHERINE ANDERSON3 Filed as: KATHERINE S KEAST-ANDERSON | 8601 TURNPIKE DR STE 206 WESTMINSTER, CO 80031 | CONTINENTAL AMERICAN INSURANCE COMPANY | $151 | — | $151 | 0.11% |
| JONATHAN P DUNN3 | 505 N CHURCH STREET CHARLOTTE, NC 28202 | CONTINENTAL AMERICAN INSURANCE COMPANY | $129 | — | $129 | 0.09% |
| ISAAC G HALL3 | 107 POSTELLE ST CARTERSVILLE, GA 30120 | CONTINENTAL AMERICAN INSURANCE COMPANY | $118 | — | $118 | 0.08% |
| TERESA L SELLS3 Filed as: TERESA SELLS | PO BOX 84 WEST JEFFERSON, NC 28694 | CONTINENTAL AMERICAN INSURANCE COMPANY | $117 | — | $117 | 0.08% |
| BRANDON S FLEMING3 | 103 WEST RIDGE DRIVE TRAVELERS REST, SC 29690 | CONTINENTAL AMERICAN INSURANCE COMPANY | $115 | — | $115 | 0.08% |
| STEPHEN P SHRIVE3 | 7057 APPLETREE LOOP COLORADO SPRINGS, CO 80925 | CONTINENTAL AMERICAN INSURANCE COMPANY | $102 | — | $102 | 0.07% |
| LISA M HALL3 | 8601 TURNPIKE DR STE 206 WESTMINSTER, CO 80031 | CONTINENTAL AMERICAN INSURANCE COMPANY | $92 | — | $92 | 0.07% |
| DEREK W STRANGE3 | PO BOX 200275 CARTERSVILLE, GA 30120 | CONTINENTAL AMERICAN INSURANCE COMPANY | $73 | — | $73 | 0.05% |
| HAYS COMPANIES, INC.3 Filed as: SCOTT K HAYS | 1140 JAMES BLVD SIGNAL MOUNTAIN, TN 37377 | CONTINENTAL AMERICAN INSURANCE COMPANY | $71 | — | $71 | 0.05% |
| RONALD J STEIN3 | 12347 MONKEY HOLLOW RD SUNBURY, OH 43074 | CONTINENTAL AMERICAN INSURANCE COMPANY | $43 | — | $43 | 0.03% |
| MARSH & MCLENNAN AGENCY LLC3 | 8144 WALNUT HILL LN 16TH FLOOR DALLAS, TX 75231 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $8K | $3K | $11K | 18.77% |
| MARSH & MCLENNAN AGENCY LLC3 | 8144 WALNUT HILL LN FL 16 DALLAS, TX 752314338 | AMERITAS LIFE INSURANCE CORP. | $5K | — | $5K | 10.00% |
| MARSH & MCLENNAN AGENCY LLC3 | PARK 80 WEST PLAZA TWO 250 PEHLE AVE STE 400 SADDLE BROOK, NJ 076635832 | AMERITAS LIFE INSURANCE CORP. | — | $1K | $1K | 2.43% |
| MARSH & MCLENNAN AGENCY LLC3 | 8144 WALNUT HILL LN 16TH FLOOR DALLAS, TX 75231 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $5K | $2K | $7K | 19.79% |
| MARSH & MCLENNAN AGENCY LLC3 | 8144 WALNUT HILL LN 16TH FLOOR DALLAS, TX 75231 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $943 | $265 | $1K | 19.21% |
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 | 786 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 72 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 862 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | COMPANION LIFE INSURANCE COMPANY | 326 | $353K |
| Vision | AMERITAS LIFE INSURANCE CORP. | 1,291 | $49K |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 558 | $36K |
| Stop-loss / reinsurancereinsurance | AETNA LIFE INSURANCE CO. | 289 | $241K |
| Other(4 contracts, 3 carriers) | COMPANION LIFE INSURANCE COMPANY | 739 | $558K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,291 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.