| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HOMES SHAW INC3 | 2860 JOHNSON FERRY ROAD SUITE 200 MARIETTA, GA 30062 | AMERICAN UNITED LIFE INSURANCE COMPANY A ONEAMERICA COMPANY | $21K | $0 | $21K | 16.36% |
| HOLMES SHAW INC - 28603 | JOHNSON FERRY ROAD STE 200 MARIETTA, GA 30062 | BLUE CROSS BLUE SHIELD OF GEORGIA INC (G0385) | $6K | $0 | $6K | 21.44% |
| POINTE NORTH INS GROUP LLC3 | 1100 CIRCLE 75 PARKWAY SUITE 140 ATLANTA, GA 30339 | ALLSTATE | $4K | $0 | $4K | 13.66% |
| THE CARSON GROUP INC3 Filed as: THE CARSON GROUP | P O BOX 11229 COLUMBIA, SC 29211 | ALLSTATE | $403 | $0 | $403 | 1.50% |
| TRUST MANAGEMENT GROUP | 300 PRIMERA BLVD SUITE 140 LAKE MARY, FL 32746 | ALLSTATE | $5 | $0 | $5 | 0.02% |
| JAMES DAVIS3 Filed as: JAMES E DAVIS | 1506 KLONDIKE RD SW SUITE 100 CONYERS, GA 30094 | AFLAC | $108 | $0 | $108 | 0.98% |
| FRANCINE A CHRISTIANSON3 | 351 RIVER NORTH BLVD MACON, GA 31211 | AFLAC | $99 | $0 | $99 | 0.90% |
| TODD STEVEN BROOME3 | 101 BAREFIELD DR HEPHZIBAH, GA 30815 | AFLAC | $67 | $0 | $67 | 0.61% |
| DIANE M MCCOLLUM3 | 2402 WILLIAMS ST AUGUSTA, GA 30904 | AFLAC | $63 | $0 | $63 | 0.57% |
| JOHN W AMOS3 | 10051 VETERANS PKWY SUITE B-2 MIDLAND, GA 31820 | AFLAC | $59 | $0 | $59 | 0.53% |
| LYNETTE KAY DUTTON3 | 131 COUNTRYSIDE DR FOREST CITY, NC 28043 | AFLAC | $56 | $0 | $56 | 0.51% |
| LORRI STEMBRIDGE LLC3 | 5144 OAKTREE DR MACON, GA 31210 | AFLAC | $55 | $0 | $55 | 0.50% |
| DANIEL FITZGERALD INC3 | 3672 BAY PT AUGUSTA, GA 30907 | AFLAC | $54 | $0 | $54 | 0.49% |
| JAMES DAVIS3 Filed as: JAMES E DAVIS | 5300 OAKBROOK PKWY SUITE 350 NORCROSS, GA 30093 | AFLAC | $54 | $0 | $54 | 0.49% |
| TODD STEVEN BROOME3 | 4408 MISTY COVE CT AUGUSTA, GA 30907 | AFLAC | $48 | $0 | $48 | 0.43% |
| CINDY WILLIAMS3 Filed as: CINDY T WILLIAMS | 1925 CATAMARAN DRIVE NAVARRE, FL 32566 | AFLAC | $48 | $0 | $48 | 0.43% |
| ROBERT P FERRONE3 Filed as: ROBERT C MOBLEY | 7139 BROAD RIVER RD IRMO, SC 29063 | AFLAC | $47 | $0 | $47 | 0.43% |
| MIKES INSURANCE INC3 | 1017 WHITESVILLE WALK DR COLUMBUS, GA 31904 | AFLAC | $37 | $0 | $37 | 0.33% |
| THOMAS ROBERT GIDDENS3 | P O BOX 2517 KENNESAW, GA 30156 | AFLAC | $37 | $0 | $37 | 0.33% |
| WARREN STOVALL WALKER3 | 2623 WASHINGTON RD SUITE D101 AUGUSTA, GA 30904 | AFLAC | $34 | $0 | $34 | 0.31% |
| J BECK INC3 | P O BOX 5386 COLUMBUS, GA 31906 | AFLAC | $31 | $0 | $31 | 0.28% |
| KATHY B MOBLEY3 | 173 WAVERLY CIRCLE WAVERLY HALL, GA 31831 | AFLAC | $28 | $0 | $28 | 0.25% |
| JASON B WEST3 | 1701 BASS RD SUITE 200 MACON, GA 31210 | AFLAC | $27 | $0 | $27 | 0.24% |
| HENRY E CHAMBERS JR3 | 4625 STILETTO CT MARTINEZ, GA 30907 | AFLAC | $27 | $0 | $27 | 0.24% |
| BRENDA WALTON HALL3 | 71 FOX GLOVE CT CATAULA, GA 31804 | AFLAC | $20 | $0 | $20 | 0.18% |
| GEORGE WILLIAMS3 Filed as: GEORGE WILLIAMS AND COMPANY | 208 GRAND PARK BLVD CHARLESTON, SC 29492 | AFLAC | $18 | $0 | $18 | 0.16% |
| PODNAS INC / BECK & ASSOC3 | 3411 CONFETTI BLUSH DR COLUMBUS, GA 31909 | AFLAC | $15 | $0 | $15 | 0.14% |
| HENRY T FOLSOM3 | 345 W RUTHERFORD ST ATHENS, GA 30606 | AFLAC | $15 | $0 | $15 | 0.14% |
| JOHN B COLLINS3 | 159 PA JOHNS RD NE MILLEDGEVILLE, GA 31061 | AFLAC | $15 | $0 | $15 | 0.14% |
| BRIAN K CHAMBERS3 | 8 NIGHTWIND CT COLUMBUS, GA 31909 | AFLAC | $12 | $0 | $12 | 0.11% |
| CONDOR F MCCOLLUM3 | 2402 WILLIAMS STREET AUGUSTA, GA 30904 | AFLAC | $12 | $0 | $12 | 0.11% |
| KERRY C EZZELL3 | P O BOX 15074 AUGUSTA, GA 30919 | AFLAC | $12 | $0 | $12 | 0.11% |
| KEITH BELICH3 | 2740 CENTRAL PKWY MONTGOMERY, AL 36106 | AFLAC | $10 | $0 | $10 | 0.09% |
| TARRAH SMITHSON3 Filed as: TARRAH L SMITHSON | 449 TIMBER PL MILTON, GA 30004 | AFLAC | $9 | $0 | $9 | 0.08% |
| SAIC INC3 | 4245 MILGEN RD COLUMBUS, GA 31907 | AFLAC | $8 | $0 | $8 | 0.07% |
| SAIC INC3 | 1639 BRADLEY PARK DR COLUMBUS, GA 31904 | AFLAC | $6 | $0 | $6 | 0.05% |
| ALICIA B CLIFTON3 | 1715 SPARTAN LANE HOSCHTON, GA 30548 | AFLAC | $6 | $0 | $6 | 0.05% |
| SYNOVUS SECURITIES INC3 | P O BOX 2628 COLUMBUS, GA 31902 | AFLAC | $6 | $0 | $6 | 0.05% |
| TARRAH SMITHSON3 Filed as: TARRAH L SMITHSON | 410 BAROQUE DR ALPHARETTA, GA 30009 | AFLAC | $5 | $0 | $5 | 0.05% |
| J STAN ALLEN INC3 | 1800 BUENA VISTA RD COLUMBUS, GA 31906 | AFLAC | $5 | $0 | $5 | 0.05% |
| LARRY W FLOWERS3 | 2318 PROVINCIAL POINT DR GAINESVILLE, GA 30501 | AFLAC | $4 | $0 | $4 | 0.04% |
| PAUL SHELBY AMOS II3 | 1932 WYNNTON ROAD 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 | $3 | $0 | $3 | 0.03% |
| WILLIAM L AMOS & CO INC3 Filed as: WILLIAM L AMOS & CO | 7100STILLWATER DR COLUMBUS, GA 31904 | AFLAC | $2 | $0 | $2 | 0.02% |
| DEBORAH B SMITH3 | 5703 BRYNWOOD CIR NW ACWORTH, GA 30101 | AFLAC | $2 | $0 | $2 | 0.02% |
| RICHARD SMITHSON3 Filed as: RICHARD A SMITHSON | 449 TIMBER PL MILTON, GA 30004 | AFLAC | $2 | $0 | $2 | 0.02% |
| SUSAN REDDOCH BUFFINGTON3 | 400 TAX RD SHILOH, GA 31826 | AFLAC | $2 | $0 | $2 | 0.02% |
| ANA MARIE GARCIA SMITH3 | 110 VANDERVIEW DR SEYMOUR, TN 37865 | AFLAC | $2 | $0 | $2 | 0.02% |
| SCOTT A SMITH3 Filed as: SCOTT A SMTIH | 5300 OAKBROOK PKWY SUITE 300 350 NORCROSS, GA 30093 | AFLAC | $2 | $0 | $2 | 0.02% |
| BRADLEY BOLICK3 Filed as: BRADLEY S BOLICK | 6433 FALL BRANCH DR COLUMBUS, GA 31904 | AFLAC | $2 | $0 | $2 | 0.02% |
| LANCE OSBORNE3 | 21822 SEACREST LANE HUNTINGTON BEACH, CA 92646 | AFLAC | $2 | $0 | $2 | 0.02% |
| AGENT ALLIANCE CORPORATION3 Filed as: NO AGENT NAME AVAILABLE | — | AFLAC | $2 | $0 | $2 | 0.02% |
| RICHARD SMITHSON3 Filed as: RICHARD A SMITHSON | 410 BAROQUE DR ALPHARETTA, GA 30009 | AFLAC | $1 | $0 | $1 | 0.01% |
| KATHERINE LATIMER3 | 5093 BOONE LINKS LANE COLUMBUS, GA 31909 | AFLAC | $1 | $0 | $1 | 0.01% |
| JENNIFER SMITH3 Filed as: JENNIFER L SMITH | 319 N MAIN AVE STE 130 SPRINGFIELD, MO 65806 | AFLAC | $1 | $0 | $1 | 0.01% |
| ALLISON FARRIS WENDELBERGER3 | 207 SANTA FE DR WALNUT CREEK, CA 94598 | AFLAC | $1 | $0 | $1 | 0.01% |
| WILLIAM M WARDLAW JR3 | 5300 OAKBROOK PKWY STE 300 NORCROSS, GA 30093 | AFLAC | $1 | $0 | $1 | 0.01% |
| TERESA LUMMUS3 Filed as: TERESA A LUMMUS | 145 OCONEE WOODS TRL SHARPSBURG, GA 30277 | AFLAC | $1 | $0 | $1 | 0.01% |
| SUSAN P WATLEY3 | 6366 INDEPENDENCE DR COLUMBUS, GA 31909 | AFLAC | $1 | $0 | $1 | 0.01% |
| ALICIA B CLIFTON3 | 3915 HUNTING RIDGE DR SW LILBURN, GA 30047 | AFLAC | $1 | $0 | $1 | 0.01% |
| BONNIE ROWE3 | 1528 WILLOW BAY DR EVANS, GA 30809 | AFLAC | $1 | $0 | $1 | 0.01% |
| BETTY TAYLOR3 Filed as: BETTY W TAYLOR | 4574 BETHANY BOWERSVILLE RD CANON, GA 30520 | AFLAC | $0 | $0 | $0 | 0.00% |
| STEVEN VORDERLANDWEHR3 | 2100 BULLOCK BLUFF DR LOGANVILLE, GA 30052 | AFLAC | $0 | $0 | $0 | 0.00% |
| STEVEN VORDERLANDWEHR3 | 1599 AMHEARST MILL DR LAWRENCEVILLE, GA 30043 | AFLAC | $0 | $0 | $0 | 0.00% |
| LEE RYAN MCGRAW3 | 1170 MANN RD DOUGLASVILLE, GA 30134 | AFLAC | $0 | $0 | $0 | 0.00% |
| SUE C 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% |
| JENNIFER SMITH3 Filed as: JENNIFER L SMITH | 4640 S STEWART AVE SPRINGFIELD, MO 65804 | AFLAC | $0 | $0 | $0 | 0.00% |
| CHRISTIE MARZARI3 Filed as: CHRISTIE M MARZARI | 1932 WYNNTON RD COLUMBUS, GA 31999 | AFLAC | $0 | $0 | $0 | 0.00% |
| JAMES D DUDLEY3 | 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 | 210 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 212 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | BLUE CROSS BLUE SHIELD OF GEORGIA INC (G0385) | 163 | $29K |
| Life insurance | AMERICAN UNITED LIFE INSURANCE COMPANY A ONEAMERICA COMPANY | 218 | $129K |
| Long-term disability | AMERICAN UNITED LIFE INSURANCE COMPANY A ONEAMERICA COMPANY | 218 | $129K |
| Other(3 contracts, 3 carriers) | AMERICAN UNITED LIFE INSURANCE COMPANY A ONEAMERICA COMPANY | 218 | $167K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 218 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.