| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MCGRIFF INSURANCE SERVICES INC3 | 414 GALLIMORE DAIRY ROAD SUITE F GREENSBORO, NC 274099693 | METROPOLITAN LIFE INSURANCE COMPANY | $57K | $421 | $57K | 9.20% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICE | 850 CONCOURSE PARKWAY MAITLAND, FL 32751 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $73K | — | $73K | 14.93% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICE | 850 CONCOURSE PARKWAY MAITLAND, FL 32751 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $48K | — | $48K | 15.00% |
| MCGRIFF INSURANCE SERVICES INC3 | 414 GALLIMORE DAIRY ROAD SUITE F GREENSBORO, NC 274099693 | SAFEGUARD HEALTH PLANS INC. A FLORIDA CORPORATION | $21K | $145 | $21K | 9.19% |
| MCGRIFF INSURANCE SERVICES INC3 | 1500 RIVERFRONT DR STE 200 LITTLE ROCK, AR 722021745 | VISION SERVICE PLAN | $17K | — | $17K | 10.56% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES | 850 CONCOURSE PKWY MAITLAND, FL 32751 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $17K | $0 | $17K | 15.00% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICE | 850 CONCOURSE PARKWAY MAITLAND, FL 32751 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $11K | — | $11K | 15.00% |
| ROSWEN ENTERPRISES INC3 | 1977 THE OAKS BLVD KISSIMMEE, FL 34746 | CONTINENTAL AMERICAN INSURANCE COMPANY | $16K | — | $16K | 23.50% |
| MCGRIFF INSURANCE SERVICES INC3 | 3605 GLENWOOD AVE RALEIGH, NC 27612 | CONTINENTAL AMERICAN INSURANCE COMPANY | $14K | — | $14K | 20.70% |
| TEAM WEISS AND ASSOC LLC3 Filed as: TEAM WEISS AND ASSOCIATES LLC | 1521 MT. VERNON ST ORLANDO, FL 32803 | CONTINENTAL AMERICAN INSURANCE COMPANY | $5K | — | $5K | 7.66% |
| A & M BONURA & ASSOCIATES INC3 | 1882 LAUREL BROOK LOOP CASSELBERR, FL 32707 | CONTINENTAL AMERICAN INSURANCE COMPANY | $5K | — | $5K | 6.90% |
| KENDRA MCNEIL3 | 4045 LAKESIDE RESERVE CT ORLANDO, FL 32810 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 2.37% |
| JOHN F DUSSLING3 | 6933 PIAZZA ST ORLANDO, FL 32819 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 2.28% |
| ROMAN CARRASCO3 | 11035 CONNEMARA COVE SAN ANTONIO, TX 78254 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | — | $1K | 1.89% |
| ELIZABETH BAKER3 | 3045 NEW BERN CV OVIEDO, FL 32765 | CONTINENTAL AMERICAN INSURANCE COMPANY | $827 | — | $827 | 1.20% |
| RACHEL R THERIOT3 | 113 FLAGG PLACE BLVD BLDG. 6-D LAFAYETTE, LA 70508 | CONTINENTAL AMERICAN INSURANCE COMPANY | $315 | — | $315 | 0.46% |
| LKI LLC3 | 5037 BROOKSIDE CT ALPHARETTA, GA 30004 | CONTINENTAL AMERICAN INSURANCE COMPANY | $303 | — | $303 | 0.44% |
| DONNA H COREY3 | 988 JONES WYND WAKE FOREST, NC 27587 | CONTINENTAL AMERICAN INSURANCE COMPANY | $295 | — | $295 | 0.43% |
| VIRMELIA RODRIGUEZ3 Filed as: VIRMELIA R RODRIGUEZ | 10090 BENNINGTON CHASE DR ORLANDO, FL 32829 | CONTINENTAL AMERICAN INSURANCE COMPANY | $193 | — | $193 | 0.28% |
| BRENT FORD3 | 20345 REGENCY RUN GARDEN RIDGE, TX 78266 | CONTINENTAL AMERICAN INSURANCE COMPANY | $164 | — | $164 | 0.24% |
| SJR INSURANCE LLC3 | 3732 UPLAND DR MARIETTA, GA 30066 | CONTINENTAL AMERICAN INSURANCE COMPANY | $80 | — | $80 | 0.12% |
| JILL R LAMBERT3 Filed as: JILL W DENTON | 3500 WESTGATE DR # 602 DURHAM, NC 27707 | CONTINENTAL AMERICAN INSURANCE COMPANY | $78 | — | $78 | 0.11% |
| LAWRENCE GANSER3 | 1056 DISHMAN LOOP OVIEDO, FL 32765 | CONTINENTAL AMERICAN INSURANCE COMPANY | $70 | — | $70 | 0.10% |
| BISHOP INSURANCE, LLC3 | 113 HOMESTEAD DRIVE BOILING SPRINGS, SC 29316 | CONTINENTAL AMERICAN INSURANCE COMPANY | $70 | — | $70 | 0.10% |
| CHRISTOPHER W HOFF3 | 1095 WILLOW BEND ROSWELL, GA 30075 | CONTINENTAL AMERICAN INSURANCE COMPANY | $48 | — | $48 | 0.07% |
| CATHERINE L LEE3 | 10 NUN ST WILMINGTON, NC 28401 | CONTINENTAL AMERICAN INSURANCE COMPANY | $45 | — | $45 | 0.07% |
| KEITH WILLIAM BELLE3 Filed as: KEITH W BELLE | 113 FLAGG PL BLDG 60 LAFAYETTE, LA 70508 | CONTINENTAL AMERICAN INSURANCE COMPANY | $40 | — | $40 | 0.06% |
| JUSTIN M GUIDI3 | 555 N PLEASANTBURG DR. SUITE 200 GREENVILLE, SC 29607 | CONTINENTAL AMERICAN INSURANCE COMPANY | $9 | — | $9 | 0.01% |
| THE DIAMOND AGENCY LLC3 Filed as: THE DIAMOND AGENCY | 1017 ASHES DRIVE 106 WILMINGTON, NC 28405 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2 | — | $2 | 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 | 1,897 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,897 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental(3 contracts, 3 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 1,547 | $873K |
| Vision | VISION SERVICE PLAN | 1,257 | $161K |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 1,897 | $490K |
| Short-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 842 | $116K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 1,041 | $322K |
| Other(3 contracts, 3 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 5,123 | $183K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 5,123 | — |
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.