| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| AHS & ASSOCIATES INC Filed as: AHS & ASSOCIATES | 1229 AUGUSTA WEST PARKWAY AUGUSTA, GA 30909 | CONTINENTAL AMERICAN INSURANCE COMPANY | $11K | — | $11K | 12.24% |
| LORI H RICHARDSON | 708 CAVANAUGH LANE EVANS, GA 30809 | CONTINENTAL AMERICAN INSURANCE COMPANY | $8K | — | $8K | 9.14% |
| TRAVERS W PAINE | 2012 SUMMER RIDGE DRIVE AUGUSTA, GA 30904 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3K | — | $3K | 4.00% |
| REBECCA NEWSOME Filed as: REBECCA E NEWSOME | 510 EDGECLIFF LANE EVANS, GA 30809 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3K | — | $3K | 3.80% |
| DANIEL FITZGERALD INC Filed as: DANIEL FITZGERALD, INC | 3672 BAY POINT AUGUSTA, GA 30907 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 2.22% |
| TARRAH SMITHSON | 2000 BROOKE FOREST COURT ALPHARETTA, GA 30022 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 1.89% |
| CHRISTINE P. MCMAHON Filed as: CHRISTINE P MCMAHON | 2923 MAYFAIR ROAD AUGUSTA, GA 30909 | CONTINENTAL AMERICAN INSURANCE COMPANY | $850 | — | $850 | 0.98% |
| MORRIS DAVID ALALOF Filed as: MORRIS (DAVID) ALALOF | 1229 AUGUSTA WEST PKWY AUGUSTA, GA 30909 | CONTINENTAL AMERICAN INSURANCE COMPANY | $825 | — | $825 | 0.95% |
| MATTHEW L CASTILLO | 810 W GOLF DRIVE MARION, IN 46953 | CONTINENTAL AMERICAN INSURANCE COMPANY | $737 | — | $737 | 0.85% |
| PAULETTE L RUMPKE | #MULTIVALUE CINCINNATI, OH 45252 | CONTINENTAL AMERICAN INSURANCE COMPANY | $600 | — | $600 | 0.69% |
| AHS & ASSOCIATES INC | PO BOX 15087 AUGUSTA, GA 30919 | CONTINENTAL AMERICAN INSURANCE COMPANY | $381 | — | $381 | 0.44% |
| MICHAEL D AISSEN | 920 HOLCOMB BRIDGE ROAD SUITE 200 ROSWELL, GA 30076 | CONTINENTAL AMERICAN INSURANCE COMPANY | $341 | — | $341 | 0.39% |
| BRADLEY BOLICK Filed as: BRADLEY S BOLICK | 6400 GREEN ISLAND DRIVE UNIT 15 COLUMBUS, GA 31904 | CONTINENTAL AMERICAN INSURANCE COMPANY | $282 | — | $282 | 0.32% |
| JUDITH B CHUN | 3150 PERIMETER PARKWAY AUGUSTA, GA 30909 | CONTINENTAL AMERICAN INSURANCE COMPANY | $272 | — | $272 | 0.31% |
| RICHARD SMITHSON | 2000 BROOKE FOREST COURT ALPHARETTA, GA 30022 | CONTINENTAL AMERICAN INSURANCE COMPANY | $272 | — | $272 | 0.31% |
| DANIEL FITZGERALD INC Filed as: DANIEL FITZGERALD, INC. | 3672 BAY POINT AUGUSTA, GA 30907 | CONTINENTAL AMERICAN INSURANCE COMPANY | $223 | — | $223 | 0.26% |
| C R RAMSEY POTTS Filed as: C. R. RAMSEY POTTS | PO BOX 484 BLOOMINGDALE, GA 31302 | CONTINENTAL AMERICAN INSURANCE COMPANY | $220 | — | $220 | 0.25% |
| SCOTT A SMITH | 5300 OAKBROOK PARKWAY SUITE 350 NORCROSS, GA 30093 | CONTINENTAL AMERICAN INSURANCE COMPANY | $204 | — | $204 | 0.23% |
| BRIAN J DAY | 8744 UNION CENTRE BLVD WEST CHESTER, OH 45069 | CONTINENTAL AMERICAN INSURANCE COMPANY | $176 | — | $176 | 0.20% |
| BRYON L GROVE | 11260 CHESTER ROAD SUITE 100 CINCINNATI, OH 45246 | CONTINENTAL AMERICAN INSURANCE COMPANY | $70 | — | $70 | 0.08% |
| PHILIP R CANALICHIO | 13440 FM 539 LA VERNIA, TX 78121 | CONTINENTAL AMERICAN INSURANCE COMPANY | $52 | — | $52 | 0.06% |
| MICHAEL R REBER | 8600 HIDDEN RIVER PARKWAY SUITE 75 TAMPA, FL 33637 | CONTINENTAL AMERICAN INSURANCE COMPANY | $34 | — | $34 | 0.04% |
| DUSTIN ROBERT JOHNSON Filed as: DUSTIN R JOHNSON | 5300 OAKBROOK PARKWAY SUITE 350 NORCROSS, GA 30093 | CONTINENTAL AMERICAN INSURANCE COMPANY | $30 | — | $30 | 0.03% |
| STEVEN VORDERLANDWEHR | 2219 MCCAHILL COURT BUFORD, GA 30519 | CONTINENTAL AMERICAN INSURANCE COMPANY | $28 | — | $28 | 0.03% |
| INGER M PENNINGTON | 1108 BROOKE AVE CINCINNATI, OH 45230 | CONTINENTAL AMERICAN INSURANCE COMPANY | $26 | — | $26 | 0.03% |
| SHAWN M MCDERMOTT | 9543 CONKLIN AVE CINCINNATI, OH 45242 | CONTINENTAL AMERICAN INSURANCE COMPANY | $26 | — | $26 | 0.03% |
| MARK D STONER | 10170 CAPE ANN DRIVE COLUMBIA, MD 21046 | CONTINENTAL AMERICAN INSURANCE COMPANY | $18 | — | $18 | 0.02% |
| JEREMY BROCKMAN Filed as: JEREMY L BROCKMAN | 440 WHITE CHAPEL DRIVE OFALLON, MO 63368 | CONTINENTAL AMERICAN INSURANCE COMPANY | $16 | — | $16 | 0.02% |
| BRIAN J DAY | 8744 UNION CENTRE BLVD WEST CHESTER, OH 45069 | CONTINENTAL AMERICAN INSURANCE COMPANY | $15 | — | $15 | 0.02% |
| JASON C KOSTIK | 120 W MORELAND AVE HATBORO, PA 19040 | CONTINENTAL AMERICAN INSURANCE COMPANY | $13 | — | $13 | 0.01% |
| EDWARD F MROWKA | 5106 TIMBER LANE SCHNECKSVILLE, PA 18078 | CONTINENTAL AMERICAN INSURANCE COMPANY | $12 | — | $12 | 0.01% |
| BRETT CLOYD | PO BOX 849 WEST MONROE, LA 71294 | CONTINENTAL AMERICAN INSURANCE COMPANY | $12 | — | $12 | 0.01% |
| THOMAS WAYNE FARMER Filed as: THOMAS W FARMER | 2501 ARCADIA DRIVE RUSTON, LA 71270 | CONTINENTAL AMERICAN INSURANCE COMPANY | $10 | — | $10 | 0.01% |
| JAMES D DUDLEY | 3061 EDGEWOOD COURT COLUMBUS, GA 31907 | CONTINENTAL AMERICAN INSURANCE COMPANY | $9 | — | $9 | 0.01% |
| GREGORY J WEEKS | 1259 LOOP 337 NORTH 2ND FLOOR NEW BRAUNFELS, TX 78130 | CONTINENTAL AMERICAN INSURANCE COMPANY | $7 | — | $7 | 0.01% |
| STEVEN P OLIVARES | 12606 SKYLINE MESA SAN ANTONIO, TX 78253 | CONTINENTAL AMERICAN INSURANCE COMPANY | $6 | — | $6 | 0.01% |
| CHARLES S MADISON | 6110 CEDAR CREST RD NE STE 350-249 ACWORTH, GA 30101 | CONTINENTAL AMERICAN INSURANCE COMPANY | $6 | — | $6 | 0.01% |
| STACY M ROBERTS | 552 BLUE RIDGE CROSSING EVANS, GA 30809 | CONTINENTAL AMERICAN INSURANCE COMPANY | $5 | — | $5 | 0.01% |
| LEE R MCGRAW | 9722 FALLVIEW COURT VILLA RICA, GA 30180 | CONTINENTAL AMERICAN INSURANCE COMPANY | $5 | — | $5 | 0.01% |
| JACQUELINE EBERZ Filed as: JACQUELINE M EBERZ | 98 LAMP POST ROAD NEW BRITAIN, PA 18901 | CONTINENTAL AMERICAN INSURANCE COMPANY | $5 | — | $5 | 0.01% |
| WILLIAM ROBERTS | 3749 SACHEM AVE CINCINNATI, OH 45226 | CONTINENTAL AMERICAN INSURANCE COMPANY | $4 | — | $4 | 0.00% |
| IAN B BRANYON | 8744 UNION CENTRE BLVD WEST CHESTER, OH 45069 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| MATTHEW G BERGER | 1020 NORTH DELEWARE AVE 4TH FLOOR PHILADELPHIA, PA 19125 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| BRADLEY K HARRISON | 210 PRODO DRIVE JEFFERSON CITY, MO 65109 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| DAVID MORNINGSTAR Filed as: DAVID G MORNINGSTAR | 11275 DOVEDALE COURT MARRIOTTSVILLE, MD 21104 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| BLAZE J FREMIN | 140 RUEBEAUREGARD SUITE C LAFAYETTE, LA 70505 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| DIANNE L MARTIN | 125 MANOR STREET HARRISBURG, PA 17110 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| RAYMOND L MELVIN | 1553 NAVIGATOR CIRCLE DACULACEVILLE, GA 30019 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| ANGELA MASSARELLI | 432 TUVIRA LANE CHERRY HILL, NJ 08003 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| DARREN D RIDDLE | 7850 AVONDALE TERRACE HARRISBURG, PA 17112 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| TYSON C FUNK | 917 CROWN POINT TERRACE CT. WILDWOOD, MO 63021 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| JEREMY A FELDMAN | 11275 DOVEDALE COURT MARRIOTTSVILLE, MD 21104 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| CHRISTOPHER A LUPP | 805 BUTLER DRIVE MIDDLETOWN, PA 17057 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| TERRY J LAPORTE | 140 C RUEBEAUREGARD LAFAYETTE, LA 70508 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| MG BERGER INC | 1020 NORTH DELAWARE AVE 4TH FLOOR PHILADELPHIA, PA 19125 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1 | — | $1 | 0.00% |
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 | 395 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 395 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Short-term disability | CONTINENTAL AMERICAN INSURANCE COMPANY | 395 | $87K |
| Other | CONTINENTAL AMERICAN INSURANCE COMPANY | 395 | $87K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 395 | — |
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.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.