| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH MCLENNAN AGENCY | 161 WASHINGTON STREET SUITE 1200 CONSHOHOCKEN, PA 19428 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $18K | $2K | $20K | 10.83% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH MCLENNAN AGENCY | 161 WASHINGTON STREET SUITE 1200 CONSHOHOCKEN, PA 19428 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $13K | $2K | $15K | 10.63% |
| LISA MCDANIEL3 Filed as: LISA F. MCDANIEL | 5010 HAWKS RIDGE DR COLUMBUS, GA 31904 | AFLAC | $13K | $89 | $13K | 11.80% |
| WILLIAM L AMOS & CO INC3 Filed as: WILLIAM NOBLES | 5010 HAWKS RIDGE DR COLUMBUS, GA 31904 | AFLAC | $4K | — | $4K | 4.08% |
| MICHAEL COFFEY3 | 1513 DENNY DR AMELIA, OH 45102 | AFLAC | $3K | — | $3K | 2.73% |
| SHERRY LILE3 | 315 W 30TH ST TEXARKANA, TX 75503 | AFLAC | $3K | — | $3K | 2.61% |
| RICHARD CARTER SR3 Filed as: RICHARD K. CARTER SR. | 1224 PEACOCK AVE STE 205 COLUMBUS, GA 31906 | AFLAC | $2K | $16 | $3K | 2.32% |
| VARIOUS UNDER 100 COMMISSIONS3 | 1601 DOVE LN CORPUS CHRISTI, TX 78418 | AFLAC | $1K | — | $1K | 1.34% |
| RHONDA HOUSER3 | 3502 FAIRFIELD DR TEXARKANA, AR 71854 | AFLAC | $1K | — | $1K | 0.97% |
| VINTON FIORINI3 | 6430 CADDIES WAY MASON, OH 45040 | AFLAC | $728 | — | $728 | 0.68% |
| NICHOLETTE THOMPSON3 | 1309 E 47TH ST TEXARKANA, AR 71854 | AFLAC | $693 | — | $693 | 0.64% |
| CW MCDANIEL INC3 | PO BOX 5567 COLUMBUS, GA 31906 | AFLAC | $653 | — | $653 | 0.61% |
| JAMES D U SRY3 Filed as: JAMES USRY | PO BOX 393 THOMPSON, GA 30824 | AFLAC | $559 | — | $559 | 0.52% |
| MATTHEW SMITH3 | 6655 MICHAEL DR CINCINNATI, OH 45243 | AFLAC | $468 | — | $468 | 0.43% |
| ALLISON R DEMPSEY3 Filed as: ALLISON DEMPSEY | 2393 HIGHWAY 51 N ARKADELPHIA, AR 71923 | AFLAC | $440 | — | $440 | 0.41% |
| CHARLES E MCDANIEL II3 Filed as: CHARLES E. MCDANIEL II | 1224 PEACOCK AVE STE 205E COLUMBUS, GA 31906 | AFLAC | $351 | — | $351 | 0.33% |
| CW MCDANIEL INC3 Filed as: MCDANIEL NOBLES AGENCY | 1224 PEACOCK AVE STE 205A COLUMBUS, GA 31906 | AFLAC | $330 | — | $330 | 0.31% |
| CHARLES E MCDANIEL II3 Filed as: CHARLES W. MCDANIEL | 1224 PEACOCK AVE STE 205 COLUMBUS, GA 31906 | AFLAC | $150 | — | $150 | 0.14% |
| DEMARRO WINDLEY3 | 3415 FOREST ESTATES DR AUGUSTA, GA 30909 | AFLAC | $140 | — | $140 | 0.13% |
| BRENT LEE EDENFIELD3 | 269 WHITE OAK RD PINE MOUNTAIN, GA 31822 | AFLAC | $134 | — | $134 | 0.12% |
| KELLEY YOUNG3 | PO BOX 298 OWASSO, OK 74055 | AFLAC | $121 | — | $121 | 0.11% |
| SUZANNE MCFARLAND3 Filed as: SUZANNE L MCFARLAND | 1125 SETH ST CORPUS CHRISTI, TX 78418 | AFLAC | $100 | — | $100 | 0.09% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH MCLENNAN AGENCY | 161 WASHINGTON STREET SUITE 1200 CONSHOHOCKEN, PA 19428 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $4K | $566 | $5K | 10.77% |
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 | 576 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 576 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(2 contracts, 2 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 576 | $296K |
| Short-term disability(3 contracts, 2 carriers) | AFLAC | 576 | $175K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 576 | $144K |
| Other | AFLAC | 148 | $108K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 576 | — |
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.