| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HOLMES SHAW INC3 Filed as: THE HOLMES SHAW AGENCY | 2860 JOHNSON FERRY ROAD SUITE 200 MARIETTA, GA 30062 | AMERICAN UNITED LIFE INSURANCE COMPANY A ONEAMERICA COMPANY | $21K | $0 | $21K | 16.08% |
| HOLMES SHAW INC - 28603 | 2860 JOHNSON FERRY RD SUITE 200 MARIETTA, GA 30062 | BLUE CROSS AND BLUE SHIELD OF GEORGIA INC (G0385) | $5K | $263 | $5K | 19.37% |
| HOLMES SHAW INC3 Filed as: THE HOLMES SHAW AGENCY | 2860 JOHNSON FERRY RD SUITE 200 MARIETTA, GA 30062 | ALLSTATE | $4K | — | $4K | 14.94% |
| THE CARSON GROUP INC3 Filed as: THE CARSON GROUP | P O BOX 11229 COLUMBIA, SC 29211 | ALLSTATE | $439 | — | $439 | 1.68% |
| TRUST MANAGEMENT GROUP3 | 300 PRIMERA BLVD SUITE 140 LAKE MARY, FL 32746 | ALLSTATE | $51 | — | $51 | 0.20% |
| JAMES DAVIS3 | 1506 KLONDIKE RD SW SUITE 100 CONYERS, GA 30094 | AFLAC | $149 | $0 | $149 | 1.42% |
| TODD BROOME3 | 101 BAREFIELD DR HEPHZIBAH, GA 30815 | AFLAC | $105 | $0 | $105 | 1.00% |
| FRANCINE A CHRISTIANSON3 Filed as: FRANCINE CHRISTIANSON | 351 RIVER NORTH BLVD MACON, GA 31211 | AFLAC | $91 | $0 | $91 | 0.87% |
| DIANE M MCCOLLUM3 Filed as: DIANE MCCOLLUM | 2402 WILLIAMS ST AUGUSTA, GA 30904 | AFLAC | $66 | $0 | $66 | 0.63% |
| JOHN W AMOS3 Filed as: JOHN AMOS | 10051 VETERANS PKWY SUITE B-2 MIDLAND, GA 31820 | AFLAC | $66 | $0 | $66 | 0.63% |
| DANIEL FITZGERALD INC3 Filed as: DANIEL FITZERALD INC | 3672 BAY PT AUGUSTA, GA 30907 | AFLAC | $53 | $0 | $53 | 0.50% |
| LYNETTE KAY DUTTON3 Filed as: LYNETTE DUTTON | 131 COUNTRYSIDE DR FOREST CITY, NC 28043 | AFLAC | $52 | $0 | $52 | 0.49% |
| LORRI STEMBRIDGE LLC3 | 5144 OAKTREE DR MACON, GA 31210 | AFLAC | $50 | $0 | $50 | 0.48% |
| CINDY WILLIAMS3 | 1925 CATAMARAN DR NAVARRE, FL 32566 | AFLAC | $44 | $0 | $44 | 0.42% |
| ROBERT MOBLEY3 | 7139 BROAD RIVER RD IRMO, SC 29063 | AFLAC | $43 | $0 | $43 | 0.41% |
| WARREN STOVALL WALKER3 Filed as: WARREN WALKER | 2623 WASHINGTON RD SUITE 101 AUGUSTA, GA 30904 | AFLAC | $39 | $0 | $39 | 0.37% |
| MIKES INSURANCE INC3 | 1017 WHITESVILLE WALK DR COLUMBUS, GA 31904 | AFLAC | $34 | $0 | $34 | 0.32% |
| THOMAS ROBERT GIDDENS3 Filed as: THOMAS GIFFENS | P O BOX 2517 KENNESAW, GA 30156 | AFLAC | $34 | $0 | $34 | 0.32% |
| J BECK INC3 Filed as: J BECK | P O BOX 5386 COLUMBUS, GA 31906 | AFLAC | $29 | $0 | $29 | 0.28% |
| BRENDA WALTON HALL3 Filed as: BRENDA HALL | 71 FOX GLOVE CT CATAULA, GA 31804 | AFLAC | $28 | $0 | $28 | 0.27% |
| HENRY E CHAMBERS JR3 Filed as: HENRY CHAMBERS JR | 4625 STILETTO CT MARTINEZ, GA 30907 | AFLAC | $25 | $0 | $25 | 0.24% |
| JASON WEST3 | 1701 BASS RD STE 200 MACON, GA 31210 | AFLAC | $25 | $0 | $25 | 0.24% |
| KATHY B MOBLEY3 Filed as: KATHY MOBLEY | 173 WAVERLY CIR WAVERLY HALL, GA 31831 | AFLAC | $25 | $0 | $25 | 0.24% |
| GEORGE WILLIAMS3 Filed as: GEORGE WILLIAMS AND COMPANY | 208 GRAND PARK BLVD CHARLESTON, SC 29492 | AFLAC | $16 | $0 | $16 | 0.15% |
| PODNAS INC / BECK & ASSOC3 | 6900 HILLTOP CT COLUMBUS, GA 31904 | AFLAC | $15 | $0 | $15 | 0.14% |
| HENRY T FOLSOM3 Filed as: HENRY FOLSOM | 345 W RUTHERFORD ST ATHENS, GA 30606 | AFLAC | $14 | $0 | $14 | 0.13% |
| JOHN B COLLINS3 Filed as: JOHN COLLINS | 159 PA JOHNS RD NE MILLEDGEVILLE, GA 31061 | AFLAC | $14 | $0 | $14 | 0.13% |
| TARRAH SMITHSON3 | 449 TIMEBER PL MILTON, GA 30004 | AFLAC | $13 | $0 | $13 | 0.12% |
| SAIC INC3 | 4245 MILGEN RD COLUMBUS, GA 31907 | AFLAC | $12 | $0 | $12 | 0.11% |
| BRIAN K CHAMBERS3 Filed as: BRIAN CHAMBERS | 8 NIGHTWIND CT COLUMBUS, GA 31909 | AFLAC | $11 | $0 | $11 | 0.10% |
| CONDOR F MCCOLLUM3 Filed as: CONDOR MCCOLLUM | 2402 WILLIAMS ST AUGUSTA, GA 30904 | AFLAC | $11 | $0 | $11 | 0.10% |
| KERRY C EZZELL3 Filed as: KERRY EZZELL | P O BOX 15074 AUGUSTA, GA 30919 | AFLAC | $11 | $0 | $11 | 0.10% |
| KEITH BELICH3 | 2740 CENTRAL PKWY MONTGOMERY, GA 36106 | AFLAC | $9 | $0 | $9 | 0.09% |
| ALICIA CLIFTON3 | 1715 SPARTAN LANE HOSCHTON, GA 30548 | AFLAC | $7 | $0 | $7 | 0.07% |
| SYNOVUS SECURITIES INC3 | P O BOX 2628 COLUMBUS, GA 31902 | AFLAC | $6 | $0 | $6 | 0.06% |
| J STAN ALLEN INC3 | 1800 BUENA VISTA RD COLUMBUS, GA 31906 | AFLAC | $6 | $0 | $6 | 0.06% |
| PAUL SHELBY AMOS II3 Filed as: PAUL AMOS II | 1932 WYNNTON RD 14TH FL COLUMBUS, GA 31999 | AFLAC | $4 | $0 | $4 | 0.04% |
| WILLIAM L AMOS & CO INC3 | 6801 RIVER RD SUITE 205 COLUMBUS, GA 31904 | AFLAC | $4 | $0 | $4 | 0.04% |
| BONNIE ROWE3 | 1528 WILLOW BAY DR EVANS, GA 30809 | AFLAC | $3 | $0 | $3 | 0.03% |
| LARRY W FLOWERS3 | 2318 PROVINCIAL POINT DR GAINESVILLE, GA 30501 | AFLAC | $3 | $0 | $3 | 0.03% |
| SUSAN REDDOCH BUFFINGTON3 Filed as: SUSAN BUFFINGTON | 400 TAX RD SHILOH, GA 31826 | AFLAC | $2 | $0 | $2 | 0.02% |
| ANA MARIE GARCIA SMITH3 Filed as: ANA MARIE SMITH | 110 VANDERVIEW DR SEYMOUR, TN 37865 | AFLAC | $2 | $0 | $2 | 0.02% |
| BRADLEY BOLICK3 | 6433 FALL BRANCH DR COLUMBUS, GA 31904 | AFLAC | $2 | $0 | $2 | 0.02% |
| SCOTT A SMITH3 Filed as: SCOTT SMITH | 5300 OAKBROOK PKWY STE 350 NORCROSS, GA 30093 | AFLAC | $2 | $0 | $2 | 0.02% |
| LANCE OSBORNE3 | 21822 SEACREST LN HUNTINGTON BCH, CA 92646 | AFLAC | $2 | $0 | $2 | 0.02% |
| RICHARD SMITHSON3 | 449 TIMBER PL MILTON, GA 30004 | AFLAC | $2 | $0 | $2 | 0.02% |
| DONALD BECK JR3 | 6900 HILLTOP CT COLUMBUS, GA 31904 | AFLAC | $2 | $0 | $2 | 0.02% |
| BETTY TAYLOR3 | 4575 BETHANY BOWERSVILLE RD CANON, GA 30520 | AFLAC | $2 | $0 | $2 | 0.02% |
| KATHERINE LATIMER3 | 90 CECILY CT FORTSON, GA 31808 | AFLAC | $1 | $0 | $1 | 0.01% |
| ALLISON FARRIS WENDELBERGER3 Filed as: ALLISON FARRIS WENDERBERGER | 207 SANTA FE DR WALNUT CREEK, GA 94598 | AFLAC | $1 | $0 | $1 | 0.01% |
| JENNIFER SMITH3 | 319 N MAIN AVE STE 130 SPRINGFIELD, MO 65806 | AFLAC | $1 | $0 | $1 | 0.01% |
| WILLIAM WARDLAW JR3 | 5300 OAKBROOK PKWY STE 300 NORCROSS, GA 30093 | AFLAC | $1 | $0 | $1 | 0.01% |
| SUSAN P WATLEY3 Filed as: SUSAN WATLEY | 6366 INDEPENDENCE DR COLUMBUS, GA 31909 | AFLAC | $1 | $0 | $1 | 0.01% |
| TERESA LUMMUS3 | 145 OCONEE WOODS TRL SHARPSBURG, GA 30277 | AFLAC | $1 | $0 | $1 | 0.01% |
| DEBORAH B SMITH3 Filed as: DEBORAH SMITH | 5703 BRYNWOOD CIR NW ACWORTH, GA 30101 | AFLAC | $1 | $0 | $1 | 0.01% |
| LEE RYAN MCGRAW3 Filed as: LEE MCGRAW | 1170 MANN RD DOUGLASVILLE, GA 30134 | AFLAC | $0 | $0 | $0 | 0.00% |
| SUE TUCKER3 | 9856 US HIGHWAY 29 N CUSSETA, AL 36852 | AFLAC | $0 | $0 | $0 | 0.00% |
| RPM LTD3 | P O BOX 484 BLOOMINGDALE, GA 31302 | AFLAC | $0 | $0 | $0 | 0.00% |
| STEVEN VORDERLANDWEHR3 | 1599 AMHEARST MILL DR LAWRENCEVILLE, GA 30043 | AFLAC | $0 | $0 | $0 | 0.00% |
| CHRISTIE MARZARI3 | 1932 WYNNTON RD COLUMBUS, GA 31999 | AFLAC | $0 | $0 | $0 | 0.00% |
| JAMES D DUDLEY3 Filed as: JAMES DUDLEY | 1355 LYNNFIELD ST STE 259 MEMPHIS, TN 38119 | AFLAC | $0 | $0 | $0 | 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 | 224 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 9 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 233 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | BLUE CROSS AND BLUE SHIELD OF GEORGIA INC (G0385) | 171 | $27K |
| Life insurance | AMERICAN UNITED LIFE INSURANCE COMPANY A ONEAMERICA COMPANY | 226 | $132K |
| Long-term disability | AMERICAN UNITED LIFE INSURANCE COMPANY A ONEAMERICA COMPANY | 226 | $132K |
| Other(3 contracts, 3 carriers) | AMERICAN UNITED LIFE INSURANCE COMPANY A ONEAMERICA COMPANY | 226 | $168K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 226 | — |
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.