| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ASSUREDPARTNERS3 Filed as: STERLING SEACREST PARTNERS, INC. | 2500 CUMBERLAND PARKWAY SUITE 400 ATLANTA, GA 30339 | COMPANION LIFE INSURANCE COMPANY | $56K | — | $56K | 10.00% |
| ASSUREDPARTNERS3 Filed as: STERLING SEACREST PARTNERS, INC. | PO BOX 724137 ATLANTA, GA 311391137 | METROPOLITAN LIFE INSURANCE COMPANY | $8K | $120 | $9K | 5.08% |
| ASSUREDPARTNERS3 Filed as: STERLING SEACREST PARTNERS, INC. | PO BOX 724137 ATLANTA, GA 311391137 | METROPOLITAN LIFE INSURANCE COMPANY | — | $3K | $3K | 1.63% |
| ASSUREDPARTNERS3 Filed as: STERLING SEACREST PARTNERS, INC. | PO BOX 724137 ATLANTA, GA 311391137 | METROPOLITAN LIFE INSURANCE COMPANY | — | $274 | $274 | 0.16% |
| AMY GREEN3 | 606 EAST 45TH ST SAVANNAH, GA 31405 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $4K | — | $4K | 9.90% |
| ASSURANCE AGENCY LTD3 Filed as: VADEN ASSURANCE LLC | 12020 ABERCORN ST SAVANNAH, GA 31419 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $2K | — | $2K | 4.72% |
| SITZ SUSAN A3 | 105 SIMONTON WAY SAINT SIMONS ISLAND, GA 31522 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $1K | — | $1K | 3.19% |
| ROBERT BACON3 Filed as: ROBERT KELLEY | 24 FAIRWAY DR BLUFFTON, SC 29910 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $1K | — | $1K | 2.71% |
| ASSURANCE AGENCY LTD3 Filed as: VADEN ASSURANCE LLC | 12020 ABERCOM ST SAVANNAH, GA 31419 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $451 | — | $451 | 1.19% |
| ASSURANCE AGENCY LTD3 Filed as: VADEN ASSURANCE LLC | 12020 ABERCORN ST SAVANNAH, GA 31419 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $367 | — | $367 | 0.97% |
| ROBERT BACON3 | 23 MAYFAIR DR BLUFFTON, SC 29910 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $204 | — | $204 | 0.54% |
| CHARLOTTE R SANTA CRUZ3 | 718 DUNBAR AVENUE SUITE 3A ST LOUIS, MS 39520 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $166 | — | $166 | 0.44% |
| ASSURANCE AGENCY LTD3 Filed as: VADEN ASSURANCE LLC | 12020 ABERCORN ST SAVANNAH, GA 31419 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $117 | — | $117 | 0.31% |
| SIMPSON INSURANCE GROUP3 | 134 SILVERTON RD POOLER, GA 31322 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $36 | — | $36 | 0.10% |
| AMY GREEN3 | 606 EAST 45TH ST SAVANNAH, GA 31405 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $4K | — | $4K | 11.99% |
| ASSURANCE AGENCY LTD3 Filed as: VADEN ASSURANCE LLC | 12020 ABERCORN ST SAVANNAH, GA 31419 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $2K | — | $2K | 5.11% |
| ROBERT BACON3 Filed as: ROBERT KELLEY | 24 FAIRWAY DR BLUFFTON, SC 29910 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $932 | — | $932 | 2.61% |
| SITS SUSAN A3 | 105 SIMONTON WAY SAINT SIMONS ISLAND, GA 31522 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $797 | — | $797 | 2.23% |
| ASSURANCE AGENCY LTD3 Filed as: VADEN ASSURANCE LLC | 12020 ABERCOM ST SAVANNAH, GA 31419 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $215 | — | $215 | 0.60% |
| ASSURANCE AGENCY LTD3 Filed as: VADEN ASSURANCE LLC | 12020 ABERCORN ST SAVANNAH, GA 31419 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $110 | — | $110 | 0.31% |
| ROBERT BACON3 | 23 MAYFAIR DR BLUFFTON, SC 29910 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $94 | — | $94 | 0.26% |
| ASSURANCE AGENCY LTD3 Filed as: VADEN ASSURANCE LLC | 12020 ABERCORN ST SAVANNAH, GA 31419 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $77 | — | $77 | 0.22% |
| SIMPSON INSURANCE GROUP3 | 134 SILVERTON RD POOLER, GA 31322 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $15 | — | $15 | 0.04% |
| PETER WILLIAMS3 | 9810 B WHITEFIELD AVE SAVANNAH, GA 31406 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $9 | — | $9 | 0.03% |
| DALE B WARREN3 | 346 CINDER HILL DR BRUNSWICK, GA 31523 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $6 | — | $6 | 0.02% |
| MARK H MEEHAN3 | 11 MAD TURKEY CROSSING SAVANNAH, GA 31411 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $3 | — | $3 | 0.01% |
| AMY GREEN3 | 606 EAST 45TH ST SAVANNAH, GA 31405 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $3K | — | $3K | 9.88% |
| SUSAN A SITZ3 Filed as: SUSAN SITZ | 105 SIMONTON WAY SAINT SIMONS ISLAND, GA 31522 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $2K | — | $2K | 6.62% |
| ASSURANCE AGENCY LTD3 Filed as: VADEN ASSURANCE LLC | 12020 ABERCORN ST SAVANNAH, GA 31419 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $2K | — | $2K | 5.86% |
| ROBERT BACON3 Filed as: ROBERT KELLEY | 24 FAIRWAY DR BLUFFTON, SC 29910 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $923 | — | $923 | 2.82% |
| ASSURANCE AGENCY LTD3 Filed as: VADEN ASSURANCE LLC | 12020 ABERCOM ST SAVANNAH, GA 21419 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $401 | — | $401 | 1.23% |
| ASSURANCE AGENCY LTD3 Filed as: VADEN ASSURANCE LLC | 12020 ABERCORN ST SAVANNAH, GA 31419 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $327 | — | $327 | 1.00% |
| CHARLOTTE R SANTA CRUZ3 | 718 DUNBAR AVENUE SUITE 3A ST LOUIS, MS 39520 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $128 | — | $128 | 0.39% |
| ASSURANCE AGENCY LTD3 Filed as: VADEN ASSURANCE LLC | 12020 ABERCORN ST SAVANNAH, GA 31419 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $63 | — | $63 | 0.19% |
| ROBERT BACON3 | 23 MAYFAIR DR BLUFFTON, SC 29910 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $54 | — | $54 | 0.16% |
| PETER WILLIAMS3 | 9810 B WHITEFIELD AVE SAVANNAH, GA 31406 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $10 | — | $10 | 0.03% |
| DALE B WARREN3 | 346 CINDER HILL DR BRUNSWICK, GA 31523 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $6 | — | $6 | 0.02% |
| MARK H MEEHAN3 | 11 MAD TURKEY CROSSING SAVANNAH, GA 31411 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $4 | — | $4 | 0.01% |
| AMY GREEN3 | 606 EAST 45TH ST SAVANNAH, GA 31405 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $7K | — | $7K | 21.71% |
| ASSURANCE AGENCY LTD3 Filed as: VADEN ASSURANCE LLC | 12020 ABERCORN ST SAVANNAH, GA 31419 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $3K | — | $3K | 10.51% |
| SITZ SUSAN A3 | 105 SIMONTON WAY SAINT SIMONS ISLAND, GA 31522 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $3K | — | $3K | 8.13% |
| ROBERT BACON3 Filed as: ROBERT KELLEY | 24 FAIRWAY DR BLUFFTON, SC 29910 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $2K | — | $2K | 4.64% |
| ASSURANCE AGENCY LTD3 Filed as: VADEN ASSURANCE LLC | 12020 ABERCOM ST SAVANNAH, GA 31419 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $250 | — | $250 | 0.77% |
| ASSURANCE AGENCY LTD3 Filed as: VADEN ASSURANCE LLC | 12020 ABERCORN ST SAVANNAH, GA 31419 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $38 | — | $38 | 0.12% |
| ROBERT BACON3 | 23 MAYFAIR DR. BLUFFTON, SC 29910 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $28 | — | $28 | 0.09% |
| ASSURANCE AGENCY LTD3 Filed as: VADEN ASSURANCE LLC | 12020 ABERCORN ST SAVANNAH, GA 31419 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $22 | — | $22 | 0.07% |
| ASSUREDPARTNERS3 Filed as: STERLING SEACREST PARTNERS, INC. | 2500 CUMBERLAND PARKWAY SUITE 400 ATLANTA, GA 30339 | FSL | $1K | — | $1K | 5.00% |
| AMY GREEN3 | 606 EAST 45TH ST SAVANNAH, GA 31405 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $3K | — | $3K | 14.73% |
| ASSURANCE AGENCY LTD3 Filed as: VADEN ASSURANCE LLC | 12020 ABERCOM ST SAVANNAH, GA 31419 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $1K | — | $1K | 7.70% |
| SUSAN A SITZ3 Filed as: SUSAN SITZ | 105 SIMONTON WAY SAINT SIMONS ISLAND, GA 31522 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $1K | — | $1K | 6.50% |
| ROBERT BACON3 Filed as: ROBERT KELLEY | 24 FAIRWAY DR BLUFFTON, SC 29910 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $618 | — | $618 | 3.38% |
| ASSURANCE AGENCY LTD3 Filed as: VADEN ASSURANCE LLC | 12020 ABERCOM ST SAVANNAH, GA 31419 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $148 | — | $148 | 0.81% |
| ASSURANCE AGENCY LTD3 Filed as: VADEN ASSURANCE LLC | 12020 ABERCOM ST SAVANNAH, GA 31419 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $113 | — | $113 | 0.62% |
| CHARLOTTE R SANTA CRUZ3 | 718 DUNBAR AVENUE SUITE 3A ST LOUIS, MS 39520 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $65 | — | $65 | 0.36% |
| ASSURANCE AGENCY LTD3 Filed as: VADEN ASSURANCE LLC | 12020 ABERCOM ST SAVANNAH, GA 31419 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $35 | — | $35 | 0.19% |
| ROBERT BACON3 | 23 MAYFAIR DR BLUFFTON, SC 29910 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $23 | — | $23 | 0.13% |
| PETER WILLIAMS3 | 9810 B WHITEFIELD AVE SAVANNAH, GA 31406 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $4 | — | $4 | 0.02% |
| MARK H MEEHAN3 | 11 MAD TURKEY CROSSING SAVANNAH, GA 31411 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $1 | — | $1 | 0.01% |
| AMY GREEN3 | 606 EAST 45TH ST SAVANNAH, GA 31405 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $1K | — | $1K | 6.87% |
| ROBERT BACON3 Filed as: ROBERT KELLEY | 24 FAIRWAY DR BLUFFTON, SC 29910 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $465 | — | $465 | 3.13% |
| ASSURANCE AGENCY LTD3 Filed as: VADEN ASSURANCE LLC | 12020 ABERCORN ST SAVANNAH, GA 31419 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $424 | — | $424 | 2.85% |
| ASSURANCE AGENCY LTD3 Filed as: VADEN ASSURANCE LLC | 12020 ABERCOM ST SAVANNAH, GA 31419 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $173 | — | $173 | 1.16% |
| ASSURANCE AGENCY LTD3 Filed as: VADEN ASSURANCE LLC | 12020 ABERCOM ST SAVANNAH, GA 31419 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $149 | — | $149 | 1.00% |
| ROBERT BACON3 | 23 MAYFAIR DR BLUFFTON, SC 29910 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $106 | — | $106 | 0.71% |
| ASSURANCE AGENCY LTD3 Filed as: VADEN ASSURANCE LLC | 12020 ABERCOM ST SAVANNAH, GA 31419 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $57 | — | $57 | 0.38% |
| CHARLOTTE R SANTA CRUZ3 | 718 DUNBAR AVENUE SUITE 3A ST LOUIS, MS 39520 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $46 | — | $46 | 0.31% |
| SUSAN A SITZ3 Filed as: SUSAN SITZ | 105 SIMONTON WAY SAINT SIMONS ISLAND, GA 31522 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $46 | — | $46 | 0.31% |
| SIMPSON INSURANCE GROUP3 | 134 SILVERTON RD POOLER, GA 31322 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $24 | — | $24 | 0.16% |
| MARK H MEEHAN3 | 11 MAD TURKEY CROSSING SAVANNAH, GA 31411 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $2 | — | $2 | 0.01% |
| JUSTIN SIMPSON3 | 134 SILVERTON RD POOLER, GA 31322 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $1 | — | $1 | 0.01% |
| ROBERT BACON3 Filed as: ROBERT KELLEY | 24 FAIRWAY DR BLUFFTON, SC 29910 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $200 | — | $200 | 2.75% |
| AMY GREEN3 | 606 EAST 45TH ST SAVANNAH, GA 31405 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $197 | — | $197 | 2.71% |
| ASSURANCE AGENCY LTD3 Filed as: VADEN ASSURANCE LLC | 12020 ABERCORN ST SAVANNAH, GA 31419 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $80 | — | $80 | 1.10% |
| ASSURANCE AGENCY LTD3 Filed as: VADEN ASSURANCE LLC | 12020 ABERCORN ST SAVANNAH, GA 31419 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $71 | — | $71 | 0.98% |
| ASSURANCE AGENCY LTD3 Filed as: VADEN ASSURANCE LLC | 12020 ABERCOM ST SAVANNAH, GA 31419 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $69 | — | $69 | 0.95% |
| ASSURANCE AGENCY LTD3 Filed as: VADEN ASSURANCE LLC | 12020 ABERCORN ST SAVANNAH, GA 31419 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $49 | — | $49 | 0.67% |
| ROBERT BACON3 | 23 MAYFAIR DR BLUFFTON, SC 29910 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $36 | — | $36 | 0.50% |
| CHARLOTTE R SANTA CRUZ3 | 718 DUNBAR AVENUE SUITE 3A ST LOUIS, MS 39520 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $33 | — | $33 | 0.45% |
| SUSAN A SITZ3 Filed as: SUSAN SITZ | 105 SIMONTON WAY SAINT SIMONS ISLAND, GA 31522 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $4 | — | $4 | 0.06% |
| MARK H MEEHAN3 | 11 MAD TURKEY CROSSING SAVANNAH, GA 31411 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $1 | — | $1 | 0.01% |
| AMY GREEN3 | 606 EAST 45TH ST SAVANNAH, GA 31405 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $1K | — | $1K | 19.13% |
| ASSURANCE AGENCY LTD3 Filed as: VADEN ASSURANCE LLC | 12020 ABERCORN ST SAVANNAH, GA 31419 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $482 | — | $482 | 7.81% |
| ROBERT BACON3 Filed as: ROBERT KELLEY | 24 FAIRWAY DR BLUFFTON, SC 29910 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $182 | — | $182 | 2.95% |
| SUSAN A SITZ3 Filed as: SUSAN SITZ | 105 SIMONTON WAY SAINT SIMONS ISLAND, GA 31522 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $170 | — | $170 | 2.76% |
| ASSURANCE AGENCY LTD3 Filed as: VADEN ASSURANCE LLC | 12020 ABERCORN ST SAVANNAH, GA 31419 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $76 | — | $76 | 1.23% |
| ASSURANCE AGENCY LTD3 Filed as: VADEN ASSURANCE LLC | 12020 ABERCOM ST SAVANNAH, GA 31419 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $45 | — | $45 | 0.73% |
| CHARLOTTE R SANTA CRUZ3 | 718 DUNBAR AVENUE SUITE 3A ST LOUIS, MS 39520 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $36 | — | $36 | 0.58% |
| ROBERT BACON3 | 23 MAYFAIR DR BLUFFTON, SC 29910 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $29 | — | $29 | 0.47% |
| PETER WILLIAMS3 | 9810 B WHITEFIELD AVE SAVANNAH, GA 31406 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $15 | — | $15 | 0.24% |
| ASSURANCE AGENCY LTD3 Filed as: VADEN ASSURANCE LLC | 12020 ABERCORN ST SAVANNAH, GA 31419 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $5 | — | $5 | 0.08% |
| JUSTIN SIMPSON3 | 134 SILVERTON RD POOLER, GA 31322 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $4 | — | $4 | 0.06% |
| MARK H MEEHAN3 | 11 MAD TURKEY CROSSING SAVANNAH, GA 31411 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $2 | — | $2 | 0.03% |
| AMY GREEN3 | 606 EAST 45TH ST SAVANNAH, GA 31405 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $376 | — | $376 | 6.63% |
| ASSURANCE AGENCY LTD3 Filed as: VADEN ASSURANCE LLC | 12020 ABERCORN ST SAVANNAH, GA 31419 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $198 | — | $198 | 3.49% |
| ROBERT BACON3 Filed as: ROBERT KELLEY | 24 FAIRWAY DR BLUFFTON, SC 29910 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $192 | — | $192 | 3.39% |
| SITS SUSAN A3 | 105 SIMONTON WAY SAINT SIMONS ISLAND, GA 31522 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $160 | — | $160 | 2.82% |
| ASSURANCE AGENCY LTD3 Filed as: VADEN ASSURANCE LLC | 12020 ABERCOM ST SAVANNAH, GA 31419 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $57 | — | $57 | 1.00% |
| ASSURANCE AGENCY LTD3 Filed as: VADEN ASSURANCE LLC | 12020 ABERCORN ST SAVANNAH, GA 31419 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $51 | — | $51 | 0.90% |
| ASSURANCE AGENCY LTD3 Filed as: VADEN ASSURANCE LLC | 12020 ABERCORN ST SAVANNAH, GA 31419 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $18 | — | $18 | 0.32% |
| CHARLOTTE R SANTA CRUZ3 | 718 DUNBAR AVENUE SUITE 3A ST LOUIS, MS 39520 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $13 | — | $13 | 0.23% |
| ROBERT BACON3 | 23 MAYFAIR DR BLUFFTON, SC 29910 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $8 | $0 | $8 | 0.14% |
| PETER WILLIAMS3 | 409 PALMETTO ST ST SIMONS ISLAND, GA 31522 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $7 | — | $7 | 0.12% |
| MARK H MEEHAN3 | 11 MAD TURKEY CROSSING SAVANNAH, GA 31411 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $1 | — | $1 | 0.02% |
| AMY GREEN3 | 606 EAST 45TH ST SAVANNAH, GA 31405 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $536 | — | $536 | 10.17% |
| ASSURANCE AGENCY LTD3 Filed as: VADEN ASSURANCE LLC | 12020 ABERCORN ST SAVANNAH, GA 31419 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $275 | — | $275 | 5.22% |
| SUSAN A SITZ3 Filed as: SUSAN SITZ | 105 SIMONTON WAY SAINT SIMONS ISLAND, GA 31522 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $186 | — | $186 | 3.53% |
| ROBERT BACON3 Filed as: ROBERT KELLEY | 24 FAIRWAY DR BLUFFTON, SC 29910 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $177 | — | $177 | 3.36% |
| ASSURANCE AGENCY LTD3 Filed as: VADEN ASSURANCE LLC | 12020 ABERCORN ST SAVANNAH, GA 31419 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $62 | — | $62 | 1.18% |
| ASSURANCE AGENCY LTD3 Filed as: VADEN ASSURANCE LLC | 12020 ABERCOM ST SAVANNAH, GA 31419 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $50 | — | $50 | 0.95% |
| ROBERT BACON3 | 23 MAYFAIR DR BLUFFTON, SC 29910 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $38 | — | $38 | 0.72% |
| CHARLOTTE R SANTA CRUZ3 | 718 DUNBAR AVENUE SUITE 3A ST LOUIS, MS 39520 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $25 | — | $25 | 0.47% |
| ASSURANCE AGENCY LTD3 Filed as: VADEN ASSURANCE LLC | 12020 ABERCORN ST SAVANNAH, GA 31419 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $12 | — | $12 | 0.23% |
| JUSTIN SIMPSON3 | 134 SILVERTON RD POOLER, GA 31322 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $6 | — | $6 | 0.11% |
| PETER WILLIAMS3 | 9810 B WHITEFIELD AVE SAVANNAH, GA 31406 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $2 | — | $2 | 0.04% |
| MARK H MEEHAN3 | 11 MAD TURKEY CROSSING SAVANNAH, GA 31411 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $1 | — | $1 | 0.02% |
| CHARLOTTE R SANTA CRUZ3 | 718 DUNBAR AVENUE SUITE 3A ST LOUIS, MS 39520 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $63 | — | $63 | 1.34% |
| ASSURANCE AGENCY LTD3 Filed as: VADEN ASSURANCE LLC | 12020 ABERCORN ST SAVANNAH, GA 31419 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $59 | — | $59 | 1.26% |
| JUSTIN SIMPSON3 | 134 SILVERTON RD POOLER, GA 31322 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $13 | — | $13 | 0.28% |
| SIMPSON INSURANCE GROUP3 | 134 SILVERTON RD POOLER, GA 31322 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $4 | — | $4 | 0.09% |
| PETER WILLIAMS3 | 409 PALMETTO ST ST SIMONS ISLAND, GA 31522 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $4 | — | $4 | 0.09% |
| MARK H MEEHAN3 | 11 MAD TURKEY CROSSING SAVANNAH, GA 31411 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $2 | — | $2 | 0.04% |
| CHARLOTTE R SANTA CRUZ3 | 718 DUNBAR AVENUE SUITE 3A ST LOUIS, MS 39520 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $77 | — | $77 | 1.81% |
| ASSURANCE AGENCY LTD3 Filed as: VADEN ASSURANCE LLC | 12020 ABERCORN ST SAVANNAH, GA 31419 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $43 | — | $43 | 1.01% |
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 | 298 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 298 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | COMPANION LIFE INSURANCE COMPANY | 287 | $561K |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 636 | $168K |
| Vision | FSL | 487 | $28K |
| Life insurance(4 contracts) | AMERICAN HERITAGE LIFE INSURANCE COMPANY | 86 | $77K |
| Short-term disability(2 contracts) | AMERICAN HERITAGE LIFE INSURANCE COMPANY | 84 | $71K |
| Prescription drug | RXBENEFITS, INC | 298 | $671K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 636 | — |
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.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.