| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MCGRIFF INSURANCE SERVICES INC3 | 414 GALLIMORE DAIRY ROAD STE F GREENSBORO, NC 274099693 | METROPOLITAN LIFE INSURANCE COMPANY | $69K | $12K | $81K | 12.65% |
| MCGRIFF INSURANCE SERVICES INC3 | 3605 GLENWOOD AVENUE STE 201 RALEIGH, NC 276123908 | METROPOLITAN LIFE INSURANCE COMPANY | — | $243 | $243 | 0.04% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICE | 850 CONCOURSE PARKWAY MAITLAND, FL 32751 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $80K | — | $80K | 14.94% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICE | 850 CONCOURSE PARKWAY MAITLAND, FL 32751 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $42K | — | $42K | 14.70% |
| MCGRIFF INSURANCE SERVICES INC3 | 414 GALLIMORE DAIRY ROAD STE F GREENSBORO, NC 274099693 | SAFEGUARD HEALTH PLANS INC. A FLORIDA CORPORATION | $24K | $4K | $28K | 12.76% |
| MCGRIFF INSURANCE SERVICES INC3 | P.O. BOX 896620 STE 200 CHARLOTTE, NC 28289 | VISION SERVICE PLAN | $17K | — | $17K | 10.87% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES | 850 CONCOURSE PKWY MAITLAND, FL 32751 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $22K | $0 | $22K | 15.00% |
| ROSWEN ENTERPRISES INC3 | 1977 THE OAKS BLVD KISSIMMEE, FL 34746 | CONTINENTAL AMERICAN INSURANCE COMPANY | $9K | — | $9K | 8.33% |
| MCGRIFF INSURANCE SERVICES INC3 | 3605 GLENWOOD AVE RALEIGH, NC 27612 | CONTINENTAL AMERICAN INSURANCE COMPANY | $8K | — | $8K | 7.56% |
| TEAM WEISS AND ASSOC LLC3 Filed as: TEAM WEISS AND ASSOCIATES LLC | PO BOX 149505 ORLANDO, FL 32814 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3K | — | $3K | 3.04% |
| A & M BONURA & ASSOCIATES INC3 | 1882 LAUREL BROOK LOOP CASSELBERRY, FL 32707 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3K | — | $3K | 2.58% |
| ROSALIE A THOMPSON3 | 1977 THE OAKS BLVD KISSIMMEE, FL 34746 | CONTINENTAL AMERICAN INSURANCE COMPANY | $850 | — | $850 | 0.82% |
| DONNA H COREY3 | 988 JONES WYND WAKE FOREST, NC 27587 | CONTINENTAL AMERICAN INSURANCE COMPANY | $498 | — | $498 | 0.48% |
| KENDRA MCNEIL3 | 4045 LAKESIDE RESERVE CT ORLANDO, FL 32810 | CONTINENTAL AMERICAN INSURANCE COMPANY | $477 | — | $477 | 0.46% |
| JOHN F DUSSLING3 | 6933 PIAZZA ST ORLANDON, FL 32819 | CONTINENTAL AMERICAN INSURANCE COMPANY | $373 | — | $373 | 0.36% |
| LKI LLC3 | 5037 BROOKSIDE CT ALPHARETTA, GA 30004 | CONTINENTAL AMERICAN INSURANCE COMPANY | $312 | — | $312 | 0.30% |
| ELIZABETH BAKER3 | 3045 NEW BERN CV OVIEDO, FL 32765 | CONTINENTAL AMERICAN INSURANCE COMPANY | $269 | — | $269 | 0.26% |
| VIRMELIA RODRIGUEZ3 Filed as: VIRMELIA R RODRIQUEZ | 10090 BENNINGTON CHASE DR ORLANDO, FL 32829 | CONTINENTAL AMERICAN INSURANCE COMPANY | $247 | — | $247 | 0.24% |
| ROMAN CARRASCO3 | 11035 CONNEMARA COVE SAN ANTONIO, TX 78254 | CONTINENTAL AMERICAN INSURANCE COMPANY | $218 | — | $218 | 0.21% |
| LAWRENCE GANSER3 | 1056 DISHMAN LOOP OVIEDO, FL 32765 | CONTINENTAL AMERICAN INSURANCE COMPANY | $153 | — | $153 | 0.15% |
| JILL R LAMBERT3 Filed as: JILL W DENTON | 3500 WESTGATE DR #602 DURHAM, NC 27707 | CONTINENTAL AMERICAN INSURANCE COMPANY | $135 | — | $135 | 0.13% |
| SJR INSURANCE LLC3 Filed as: SJR INSURANCE, LLC | 3732 UPLAND DR MARIETTA, GA 30066 | CONTINENTAL AMERICAN INSURANCE COMPANY | $86 | — | $86 | 0.08% |
| THE DIAMOND AGENCY LLC3 Filed as: THE DIAMOND AGENCY | 1017 ASHES DRIVE 106 WILMINGTON, NC 28405 | CONTINENTAL AMERICAN INSURANCE COMPANY | $71 | — | $71 | 0.07% |
| COLLEEN M KIRKLAND3 | 11050 CRABAPPLE RD STE C107 ROSWELL, GA 30075 | CONTINENTAL AMERICAN INSURANCE COMPANY | $43 | — | $43 | 0.04% |
| RACHEL R THERIOT3 | 109 WINGED FOOT DR BROUSSARD, LA 70518 | CONTINENTAL AMERICAN INSURANCE COMPANY | $43 | — | $43 | 0.04% |
| BRENT FORD3 | 20345 REGENCY RUN GARDEN RIDGE, TX 78266 | CONTINENTAL AMERICAN INSURANCE COMPANY | $35 | — | $35 | 0.03% |
| CATHERINE L LEE3 | 10 NUN ST WILMINGTON, NC 28401 | CONTINENTAL AMERICAN INSURANCE COMPANY | $11 | — | $11 | 0.01% |
| CHRISTOPHER W HOFF3 | 1095 WILLOW BEND ROSWELL, GA 30075 | CONTINENTAL AMERICAN INSURANCE COMPANY | $10 | — | $10 | 0.01% |
| BISHOP INSURANCE, LLC3 | 113 HOMESTEAD DRIVE BOILING SPRINGS, SC 29316 | CONTINENTAL AMERICAN INSURANCE COMPANY | $7 | — | $7 | 0.01% |
| KEITH WILLIAM BELLE3 Filed as: KEITH E BELLE | 113 FLAGG PL BLDG 60 LAFAYETTE, LA 70508 | CONTINENTAL AMERICAN INSURANCE COMPANY | $6 | — | $6 | 0.01% |
| JUSTIN M GUIDI3 | 1039 44TH AVENUE NORTH SUITE 101 MYRTLE BEACH, SC 29577 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICE | 850 CONCOURSE PARKWAY MAITLAND, FL 32751 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $12K | — | $12K | 15.00% |
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 | 2,031 | 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) | 2,031 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental(3 contracts, 3 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 1,629 | $884K |
| Vision | VISION SERVICE PLAN | 1,271 | $158K |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 2,031 | $535K |
| Short-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 816 | $144K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 1,037 | $283K |
| Other(3 contracts, 3 carriers) | CONTINENTAL AMERICAN INSURANCE COMPANY | 2,031 | $184K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,031 | — |
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.