| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| AHS & ASSOCIATES INC3 | 1229 AUGUSTA WEST PARKWAY AUGUSTA, GA 30909 | CONTINENTAL AMERICAN INSURANCE COMPANY | $7K | — | $7K | 8.45% |
| LORI H RICHARDSON3 | 708 CAVANAUGH LANE EVANS, GA 30809 | CONTINENTAL AMERICAN INSURANCE COMPANY | $4K | — | $4K | 5.78% |
| REBECCA NEWSOME3 Filed as: REBECCA E NEWSOME | 510 EDGECLIFF LANE EVANS, GA 30809 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3K | — | $3K | 3.60% |
| TRAVERS W PAINE3 Filed as: TRAVERS W. PAINE | 2012 SUMMER RIDGE DRIVE AUGUSTA, GA 30904 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3K | — | $3K | 3.27% |
| DANIEL FITZGERALD INC3 Filed as: DANIEL FITZGERALD, INC | 3672 BAY POINT AUGUSTA, GA 30907 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | — | $1K | 1.41% |
| MATTHEW L CASTILLO3 | 810 W GOFF DRIVE MARION, IN 46953 | CONTINENTAL AMERICAN INSURANCE COMPANY | $550 | — | $550 | 0.71% |
| TARRAH SMITHSON3 | 2000 BROOKE FOREST COURT ALPHARETTA, GA 30022 | CONTINENTAL AMERICAN INSURANCE COMPANY | $483 | — | $483 | 0.62% |
| DANIEL FITZGERALD INC3 Filed as: DANIEL FITZGERALD, INC | 3672 BAY POINT AUGUSTA, GA 30907 | CONTINENTAL AMERICAN INSURANCE COMPANY | $450 | — | $450 | 0.58% |
| PAULETTE L RUMPKE3 | #MULTIVALUE CINCINNATI, OH 45252 | CONTINENTAL AMERICAN INSURANCE COMPANY | $440 | — | $440 | 0.57% |
| AHS & ASSOCIATES INC3 | P.O. BOX 15087 AUGUSTA, GA 30919 | CONTINENTAL AMERICAN INSURANCE COMPANY | $289 | — | $289 | 0.37% |
| MICHAEL D AISSEN3 | 920 HOLCOMB BRIDGE ROAD SUITE 200 ROSWELL, GA 30076 | CONTINENTAL AMERICAN INSURANCE COMPANY | $250 | — | $250 | 0.32% |
| JUDITH B CHUN3 | 3150 PERIMETER PARKWAY AUGUSTA, GA 30909 | CONTINENTAL AMERICAN INSURANCE COMPANY | $249 | — | $249 | 0.32% |
| CHRISTINE P. MCMAHON3 Filed as: CHRISTINE P MCMAHON | 2923 MAYFAIR ROAD AUGUSTA, GA 30909 | CONTINENTAL AMERICAN INSURANCE COMPANY | $219 | — | $219 | 0.28% |
| BRIAN J DAY3 | 8744 UNION CENTRE BLVD WEST CHESTER, OH 45069 | CONTINENTAL AMERICAN INSURANCE COMPANY | $134 | — | $134 | 0.17% |
| RICHARD SMITHSON3 | 2000 BROOKE FOREST COURT ALPHARETTA, GA 30022 | CONTINENTAL AMERICAN INSURANCE COMPANY | $103 | — | $103 | 0.13% |
| MORRIS DAVID ALALOF3 | 1229 AUGUSTA WEST PARKWAY AUGUSTA, GA 30909 | CONTINENTAL AMERICAN INSURANCE COMPANY | $102 | — | $102 | 0.13% |
| BRYON L GROVE3 | 11260 CHESTER ROAD STE 100 CINCINNATI, OH 45246 | CONTINENTAL AMERICAN INSURANCE COMPANY | $62 | — | $62 | 0.08% |
| BRADLEY BOLICK3 Filed as: BRADLEY S BOLICK | 6400 GREEN ISLAND DRIVE UNIT 15 COLUMBUS, GA 31904 | CONTINENTAL AMERICAN INSURANCE COMPANY | $62 | — | $62 | 0.08% |
| SCOTT A SMITH3 | 5300 OAKBROOK PARKWAY STE 350 NORCROSS, GA 30093 | CONTINENTAL AMERICAN INSURANCE COMPANY | $60 | — | $60 | 0.08% |
| C R RAMSEY POTTS3 Filed as: C.R. RAMSEY POTTS | P.O. BOX 484 BLOOMINGDALE, GA 31302 | CONTINENTAL AMERICAN INSURANCE COMPANY | $49 | — | $49 | 0.06% |
| PHILIP R CANALICHIO3 Filed as: PHILIP R JOHNSON | 13440 FM 539 LA VERNIA, TX 78121 | CONTINENTAL AMERICAN INSURANCE COMPANY | $32 | — | $32 | 0.04% |
| MICHAEL R REBER3 | 8600 HIDDEN RIVER PARKWAY SUITE 75 TAMPA, FL 33637 | CONTINENTAL AMERICAN INSURANCE COMPANY | $32 | — | $32 | 0.04% |
| DANNY TRAN3 | 3150 PERIMETER PARKWAY STE 115 AUGUSTA, GA 30909 | CONTINENTAL AMERICAN INSURANCE COMPANY | $31 | — | $31 | 0.04% |
| INGER M PENNINGTON3 | 1262 DAISY COURT BATAVIA, OH 45103 | CONTINENTAL AMERICAN INSURANCE COMPANY | $20 | — | $20 | 0.03% |
| SHAWN M MCDERMOTT3 | 9543 CONKLIN AVE CINCINNATI, OH 45242 | CONTINENTAL AMERICAN INSURANCE COMPANY | $20 | — | $20 | 0.03% |
| JEREMY BROCKMAN3 Filed as: JEREMY L BROCKMAN | 11712 SAND CASTLE LANE PANAMA CITY BEACH, FL 32407 | CONTINENTAL AMERICAN INSURANCE COMPANY | $17 | — | $17 | 0.02% |
| STACY M ROBERTS3 | 552 BLUE RIDGE CROSSING EVANS, GA 30809 | CONTINENTAL AMERICAN INSURANCE COMPANY | $15 | — | $15 | 0.02% |
| BRIAN J DAY3 | 8744 UNION CENTRE BLVD WEST CHESTER, OH 45069 | CONTINENTAL AMERICAN INSURANCE COMPANY | $12 | — | $12 | 0.02% |
| JASON C KOSTIK3 | 451 W MORELAND AVE HATBORO, PA 19040 | CONTINENTAL AMERICAN INSURANCE COMPANY | $10 | — | $10 | 0.01% |
| STEVEN VORDERLANDWEHR3 | 2219 MCCAHILL CT BUFORD, GA 30519 | CONTINENTAL AMERICAN INSURANCE COMPANY | $9 | — | $9 | 0.01% |
| EDWARD F MROWKA3 | 5106 TIMBER LANE SCHNECKSVILLE, PA 18078 | CONTINENTAL AMERICAN INSURANCE COMPANY | $8 | — | $8 | 0.01% |
| MARK D STONER3 | 10170 CAPE ANN DRIVE COLUMBIA, MD 21046 | CONTINENTAL AMERICAN INSURANCE COMPANY | $8 | — | $8 | 0.01% |
| RICHARD W WESTERMAYER3 Filed as: RICHARD KNAPKE | 8636 CHESHIRE FRANKLIN, OH 45005 | CONTINENTAL AMERICAN INSURANCE COMPANY | $7 | — | $7 | 0.01% |
| JAMES D DUDLEY3 | 3061 EDGEWOOD COURT COLUMBUS, GA 31907 | CONTINENTAL AMERICAN INSURANCE COMPANY | $7 | — | $7 | 0.01% |
| STEVEN P OLIVARES3 | 12606 SKYLINE MESA SAN ANTONIO, TX 78253 | CONTINENTAL AMERICAN INSURANCE COMPANY | $7 | — | $7 | 0.01% |
| GREGORY J WEEKS3 | 1259 LOOP 337 NORTH 2ND FLOOR NEW BRAUNFELS, TX 78130 | CONTINENTAL AMERICAN INSURANCE COMPANY | $5 | — | $5 | 0.01% |
| DUSTIN ROBERT JOHNSON3 Filed as: DUSTIN R JOHNSON | 50 HURT PLAZA SE SUITE 995 ATLANTA, GA 30306 | CONTINENTAL AMERICAN INSURANCE COMPANY | $5 | — | $5 | 0.01% |
| JACQUELINE EBERZ3 Filed as: JACQUELINE M EBERZ | 98 LAMP POST ROAD NEW BRITAIN, PA 18901 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3 | — | $3 | 0.00% |
| WILLIAM ROBERTS3 | 3749 SACHEM AVE CINCINNATI, OH 45226 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3 | — | $3 | 0.00% |
| LEE R MCGRAW3 | 9722 FALLVIEW COURT VILLA RICA, GA 30180 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| IAN B BRANYON3 | 8744 UNION CENTRE BLVD WEST CHESTER, OH 45069 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| MATTHEW G BERGER3 | 1020 NORTH DELEWARE AVE 4TH FLOOR PHILADELPHIA, PA 19125 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| BRADLEY K HARRISON3 | 210 PRODO DRIVE JEFFERSON CITY, MO 65109 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| BRETT CLOYD3 | P.O. BOX 849 WEST MONROE, LA 71294 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| RAYMOND L MELVIN3 | 1553 NAVIGATOR CIRCLE DACULACEVILLE, GA 30019 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| ANGELA MASSARELLI3 | 432 TUVIRA LANE CHERRY HILL, NJ 08003 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| JEREMY A FELDMAN3 | 11275 DOVEDALE COURT MARRIOTTSVILLE, MD 21104 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| DAVID MORNINGSTAR3 Filed as: DAVID G MORNINGSTAR | 11275 DOVEDALE COURT MARRIOTTSVILLE, MD 21104 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| BLAZE J FREMIN3 | 140 RUE BEAUREGARD SUITE C LAFAYETTE, LA 70505 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| THOMAS WAYNE FARMER3 Filed as: THOMAS W FARMER | 2501 ARCADIA DRIVE RUSTON, LA 71270 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| CHARLES S MADISON3 Filed as: CHARLES S MADDISON | 3303 COBB PKWY STE 324 - 354 ACWORTH, GA 30101 | 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 | 450 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 450 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Short-term disability | CONTINENTAL AMERICAN INSURANCE COMPANY | 450 | $78K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 450 | — |
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.