| 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 | $31K | — | $31K | 10.00% |
| MARSH & MCLENNAN AGENCY LLC3 | 8144 WALNUT HILL 16TH FLOOR DALLAS, TX 75231 | CONTINENTAL AMERICAN INSURANCE COMPANY | $18K | — | $18K | 13.91% |
| CANDACE H SAMS3 | 1572 SANDPOINT DR ROSWELL, GA 30075 | CONTINENTAL AMERICAN INSURANCE COMPANY | $4K | — | $4K | 3.00% |
| KRYSTAL L ELLISON3 | 826 N. ELM ST GREENSBORO, NC 27401 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 1.31% |
| PHILLIP HARRELL3 | 3257 SEREN LAKES WEST END, NC 27376 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 1.21% |
| JONATHAN SMITH3 | 185 HAYWARD BISHOP WAY SENOIA, GA 30276 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | — | $1K | 1.05% |
| JEFFREY R HARDY3 | 6100 BLACK WILLOW DRIVE GREENSBORO, NC 27405 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | — | $1K | 1.05% |
| ALLISON D SHERIFF3 | 124 GRACE DR EASLEY, SC 29640 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | — | $1K | 0.88% |
| LYNN WARDLAW3 | 187 SOUTH CULVER ST LAWRENCEVILLE, GA 30046 | CONTINENTAL AMERICAN INSURANCE COMPANY | $998 | — | $998 | 0.79% |
| ROBERT HESLEP3 Filed as: ROBERT L HESLEP | 6680 RIVER ISLAND CIRCLE BUFORD, GA 30518 | CONTINENTAL AMERICAN INSURANCE COMPANY | $925 | — | $925 | 0.73% |
| JUSTIN M GUIDI3 | 555 N. PLEASANTBURG DR SUITE 200 GREENVILLE, SC 29607 | CONTINENTAL AMERICAN INSURANCE COMPANY | $888 | — | $888 | 0.70% |
| KATHRYN T WHITE3 | 12 EL PASO DRIVE GREENVILLE, SC 29617 | CONTINENTAL AMERICAN INSURANCE COMPANY | $820 | — | $820 | 0.65% |
| KELLY LEBSACK3 Filed as: KELLY D LEBSACK | 3300 BATTLEGROUND AVE. #206 GREENSBORO, NC 27410 | CONTINENTAL AMERICAN INSURANCE COMPANY | $814 | — | $814 | 0.65% |
| BISHOP INSURANCE, LLC3 | 113 HOMESTEAD DRIVE BOILING SPRINGS, SC 29316 | CONTINENTAL AMERICAN INSURANCE COMPANY | $789 | — | $789 | 0.63% |
| MARK P ENSLEY3 | 6 WANDFLOWER CT SIMPSONVILLE, SC 29680 | CONTINENTAL AMERICAN INSURANCE COMPANY | $737 | — | $737 | 0.58% |
| ALISON HLUCHOTA3 | 555 N. PLEASANTBURG DR SUITE 200 GREENVILLE, SC 29607 | CONTINENTAL AMERICAN INSURANCE COMPANY | $660 | — | $660 | 0.52% |
| MICHAEL B PETERS3 | 3385 SHOAL CREEK ROAD MONROE, GA 30656 | CONTINENTAL AMERICAN INSURANCE COMPANY | $586 | — | $586 | 0.46% |
| JOSEPH B NEYLAND3 | 3985 MANOR HOUSE DRIVE MARIETTA, GA 30062 | CONTINENTAL AMERICAN INSURANCE COMPANY | $563 | — | $563 | 0.45% |
| LINDA M MCNAIR3 | 764 JODY RD CARTHAGE, NC 28327 | CONTINENTAL AMERICAN INSURANCE COMPANY | $552 | — | $552 | 0.44% |
| THELMA BELL3 | 3937 QUARTER TRAIL W. COLUMBIA, SC 29172 | CONTINENTAL AMERICAN INSURANCE COMPANY | $523 | — | $523 | 0.41% |
| THOMAS E HATCHER JR3 Filed as: THOMAS E HATCHER | 1588 BAY TREE DRIVE HARRELLS, NC 28444 | CONTINENTAL AMERICAN INSURANCE COMPANY | $505 | — | $505 | 0.40% |
| REBECCA K BENTON3 | 207 TWIN FALLS DRIVE SIMPSONVILLE, SC 29680 | CONTINENTAL AMERICAN INSURANCE COMPANY | $503 | — | $503 | 0.40% |
| KAREN H SMITH3 | 1550 FALLEN LEAF DRIVE MARIETTA, GA 30064 | CONTINENTAL AMERICAN INSURANCE COMPANY | $501 | — | $501 | 0.40% |
| CINDY K CORVI3 | 7635 BLANDFORD PLACE ATLANTA, GA 30350 | CONTINENTAL AMERICAN INSURANCE COMPANY | $478 | — | $478 | 0.38% |
| EDWARD BATOR JR3 | P O BOX 5018 PINEHURST, NC 28374 | CONTINENTAL AMERICAN INSURANCE COMPANY | $468 | — | $468 | 0.37% |
| ERDWIN A KRAUSE3 | 3869 WINTER GREEN CT MARIETTA, GA 30062 | CONTINENTAL AMERICAN INSURANCE COMPANY | $445 | — | $445 | 0.35% |
| JONATHAN ALI HAJIMOMEN3 Filed as: JONATHAN W LUCAS | — | CONTINENTAL AMERICAN INSURANCE COMPANY | $396 | — | $396 | 0.31% |
| QUINTON J MILES3 | PO BOX 17163 MEMPHIS, TN 38187 | CONTINENTAL AMERICAN INSURANCE COMPANY | $371 | — | $371 | 0.29% |
| MELVIN R WARNER3 | 110 COURTLAND CIRCLE POWDER SPRINGS, GA 30127 | CONTINENTAL AMERICAN INSURANCE COMPANY | $355 | — | $355 | 0.28% |
| MAURI M AUTREY3 | 3326 WHITE STORE RD PAGELAND, SC 29728 | CONTINENTAL AMERICAN INSURANCE COMPANY | $343 | — | $343 | 0.27% |
| ALFRED E DEVINE3 | 324 DEVINE WAY SILER CITY, NC 27344 | CONTINENTAL AMERICAN INSURANCE COMPANY | $338 | — | $338 | 0.27% |
| JERDIE R CROSSLAND3 | 8601 TURNPIKE DR WESTMINISTER, CO 80031 | CONTINENTAL AMERICAN INSURANCE COMPANY | $338 | — | $338 | 0.27% |
| KATHERINE L SIMOS3 | 3309 CLARICE AVE PFAFFTOWN, NC 27040 | CONTINENTAL AMERICAN INSURANCE COMPANY | $336 | — | $336 | 0.27% |
| STEPHEN I BURGESS3 | 220 RAVEN CLIFF ROAD CLEVELAND, SC 29635 | CONTINENTAL AMERICAN INSURANCE COMPANY | $323 | — | $323 | 0.26% |
| JAMES MASON FORD III3 Filed as: JAMES M FORD | 1444 OLDENBURG DRIVE MT. PLEASANT, SC 29429 | CONTINENTAL AMERICAN INSURANCE COMPANY | $281 | — | $281 | 0.22% |
| ALICIA CLIFTON3 | 3915 HUNTING RIDGE DRIVE LILBURN, GA 30047 | CONTINENTAL AMERICAN INSURANCE COMPANY | $276 | — | $276 | 0.22% |
| STEPHANIE MCINTOSH ARD, LLC.3 Filed as: STEPHANIE MCINTOSH ARD, LLC | 372 SPAMM RD SALTER, SC 29590 | CONTINENTAL AMERICAN INSURANCE COMPANY | $276 | — | $276 | 0.22% |
| WILLIAM M WARDLAW JR3 | 368 WEST PIKE ST STE 207 LAWRENCEVILLE, GA 30046 | CONTINENTAL AMERICAN INSURANCE COMPANY | $273 | — | $273 | 0.22% |
| JUSTIN F GRIESINGER3 | 814 WAXHAW CREEK RD WAXHAW, NC 28173 | CONTINENTAL AMERICAN INSURANCE COMPANY | $269 | — | $269 | 0.21% |
| DAVID C BERRY3 | 2545 HEATHWAY DR FLORENCE, SC 29501 | CONTINENTAL AMERICAN INSURANCE COMPANY | $263 | — | $263 | 0.21% |
| MUNCIE ALAN RUSSELL3 Filed as: MUNCIE A RUSSELL | — | CONTINENTAL AMERICAN INSURANCE COMPANY | $253 | — | $253 | 0.20% |
| DUSTIN ROBERT JOHNSON3 Filed as: DUSTIN R JOHNSON | 50 HURT PLAZA SE SUITE 995 ATLANTA, GA 30306 | CONTINENTAL AMERICAN INSURANCE COMPANY | $253 | — | $253 | 0.20% |
| KRISTY J FISHBACK3 | PO BOX 405 BATAVIA, OH 45103 | CONTINENTAL AMERICAN INSURANCE COMPANY | $252 | — | $252 | 0.20% |
| AUDREY J SHRIVE3 | 7057 APPLETREE LOOP COLORADO SPRINGS, CO 80925 | CONTINENTAL AMERICAN INSURANCE COMPANY | $243 | — | $243 | 0.19% |
| HEATHER BUTNER3 | 2540 POLO RD WINSTON SALEM, NC 27106 | CONTINENTAL AMERICAN INSURANCE COMPANY | $228 | — | $228 | 0.18% |
| KIRSTEN FRYER3 | 106 SALEM RD LADSON, SC 29456 | CONTINENTAL AMERICAN INSURANCE COMPANY | $228 | — | $228 | 0.18% |
| RONALD L HUGGINS JR3 | 5204 WOLF RUN DR COLUMBUS, OH 43230 | CONTINENTAL AMERICAN INSURANCE COMPANY | $228 | — | $228 | 0.18% |
| JOSEPH BERNABEI3 | 7 SINGLE OAK CT FOUNTAIN INN, SC 29644 | CONTINENTAL AMERICAN INSURANCE COMPANY | $219 | — | $219 | 0.17% |
| ANDY B GLENN II3 Filed as: ANDY B GLENN | 4267 BRIGHTON WAY KENNESAW, GA 30144 | CONTINENTAL AMERICAN INSURANCE COMPANY | $218 | — | $218 | 0.17% |
| PAULA J FAMBROUGH3 | 1201 MAIN STREET SUITE 2300 COLUMBIA, SC 29201 | CONTINENTAL AMERICAN INSURANCE COMPANY | $213 | — | $213 | 0.17% |
| DONNA L MATTHEWS3 | PO BOX 3642 ROCK HILL, SC 29732 | CONTINENTAL AMERICAN INSURANCE COMPANY | $212 | — | $212 | 0.17% |
| DAVID P HORAH3 Filed as: DAVID L DEW | 402 AMBERWOOD CONNECTOR EUHARLEE, GA 30145 | CONTINENTAL AMERICAN INSURANCE COMPANY | $206 | — | $206 | 0.16% |
| JUDITH A POTWORA3 | 7 BIRCHSTONE COURT SIMPSONVILLE, SC 29681 | CONTINENTAL AMERICAN INSURANCE COMPANY | $204 | — | $204 | 0.16% |
| JONI DANIELS3 | 1931 SHARON RD WOODRUFF, SC 29388 | CONTINENTAL AMERICAN INSURANCE COMPANY | $187 | — | $187 | 0.15% |
| ROGER HUGH JONES3 Filed as: ROGER H JONES | 2158 CUMBERLAND PKWY SE APT 72 ATLANTA, GA 30339 | CONTINENTAL AMERICAN INSURANCE COMPANY | $183 | — | $183 | 0.15% |
| FRAN C HARGARTEN III3 | 1140 MOSSY ROCK ROAD NW KENNESAW, GA 30152 | CONTINENTAL AMERICAN INSURANCE COMPANY | $167 | — | $167 | 0.13% |
| VANCE SMITH3 | 6420 FALL BRANCH DRIVE COLUMBUS, GA 31904 | CONTINENTAL AMERICAN INSURANCE COMPANY | $162 | — | $162 | 0.13% |
| KRISTIN SWISHER-MCFADDEN3 Filed as: KRISTIN G SWISHER | — | CONTINENTAL AMERICAN INSURANCE COMPANY | $134 | — | $134 | 0.11% |
| KAREN H SMITH3 | 1550 FALLEN LEAF DRIVE MARIETTA, GA 30064 | CONTINENTAL AMERICAN INSURANCE COMPANY | $105 | — | $105 | 0.08% |
| JOHN P KOWN II3 | 1275 SHILOH ROAD SUITE 2260 KENNESAW, GA 30144 | CONTINENTAL AMERICAN INSURANCE COMPANY | $104 | — | $104 | 0.08% |
| HEYWARD RICHARDSON JR3 Filed as: HEYWARD RICHARDSON | 1163 MCCORDS FERRY RD LUGOFF, SC 29078 | CONTINENTAL AMERICAN INSURANCE COMPANY | $92 | — | $92 | 0.07% |
| KATHERINE ANDERSON3 Filed as: KATHERINE S KEAST-ANDERSON | 8601 TURNPIKE DR STE 206 WESTMINSTER, CO 80031 | CONTINENTAL AMERICAN INSURANCE COMPANY | $90 | — | $90 | 0.07% |
| TERESA L SELLS3 Filed as: TERESA SELLS | PO BOX 84 WEST JEFFERSON, NC 28694 | CONTINENTAL AMERICAN INSURANCE COMPANY | $77 | — | $77 | 0.06% |
| MICHAEL PORTER & ASSOC LLC3 | 4975 LACROSS RD #201 NORTH CHARLESTON, SC 29406 | CONTINENTAL AMERICAN INSURANCE COMPANY | $76 | — | $76 | 0.06% |
| ANDREW ARTHUR INC3 | 103 CHASE ST SUITE C FLORENCE, SC 29501 | CONTINENTAL AMERICAN INSURANCE COMPANY | $75 | — | $75 | 0.06% |
| STEPHEN P SHRIVE3 | 7057 APPLETREE LOOP COLORADO SPRINGS, CO 80925 | CONTINENTAL AMERICAN INSURANCE COMPANY | $66 | — | $66 | 0.05% |
| AMANDA L HARVEY3 | 22 HILLCREEK BLVD CHARLESTON, SC 29412 | CONTINENTAL AMERICAN INSURANCE COMPANY | $62 | — | $62 | 0.05% |
| LISA M HALL3 | 8601 TURNPIKE DR STE 206 WESTMINSTER, CO 80031 | CONTINENTAL AMERICAN INSURANCE COMPANY | $55 | — | $55 | 0.04% |
| ISAAC G HALL3 | 107 POSTELLE ST CARTERSVILLE, GA 30120 | CONTINENTAL AMERICAN INSURANCE COMPANY | $54 | — | $54 | 0.04% |
| BRANDON S FLEMING3 | 103 WEST RIDGE DRIVE TRAVELERS REST, SC 29690 | CONTINENTAL AMERICAN INSURANCE COMPANY | $52 | — | $52 | 0.04% |
| JONATHAN P DUNN3 | 505 N CHURCH STREET CHARLOTTE, NC 28202 | CONTINENTAL AMERICAN INSURANCE COMPANY | $36 | — | $36 | 0.03% |
| DEREK W STRANGE3 | PO BOX 200275 CARTERSVILLE, GA 30120 | CONTINENTAL AMERICAN INSURANCE COMPANY | $33 | — | $33 | 0.03% |
| RONALD J STEIN3 | 14966 ROBBINS ROAD JOHNSTOWN, OH 43031 | CONTINENTAL AMERICAN INSURANCE COMPANY | $30 | — | $30 | 0.02% |
| HAYS COMPANIES, INC.3 Filed as: SCOTT K HAYS | 1140 JAMES BLVD SIGNAL MOUNTAIN, TN 37377 | CONTINENTAL AMERICAN INSURANCE COMPANY | $10 | — | $10 | 0.01% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY L | 8144 WALNUT HILL LN 16TH FLOOR DALLAS, TX 75231 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $12K | $622 | $13K | 15.77% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY L | 8144 WALNUT HILL LN 16TH FLOOR DALLAS, TX 75231 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $7K | $392 | $8K | 15.79% |
| 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. | — | $264 | $264 | 0.56% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY L | 8144 WALNUT HILL LN 16TH FLOOR DALLAS, TX 75231 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $1K | $66 | $1K | 15.78% |
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 | 633 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 4 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 641 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | COMPANION LIFE INSURANCE COMPANY | 292 | $306K |
| Vision | AMERITAS LIFE INSURANCE CORP. | 1,130 | $47K |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 651 | $50K |
| Short-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 233 | $81K |
| Stop-loss / reinsurancereinsurance | AETNA LIFE INSURANCE CO. | 255 | $399K |
| Other(2 contracts, 2 carriers) | CONTINENTAL AMERICAN INSURANCE COMPANY | 741 | $135K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,130 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.