| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MCGRIFF INSURANCE SERVICES INC3 | PO BOX 896620 CHARLOTTE, NC 282896620 | METROPOLITAN LIFE INSURANCE COMPANY | $70K | $11K | $81K | 11.39% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICE | 850 CONCOURSE PARKWAY MAITLAND, FL 32751 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $91K | $5K | $96K | 15.73% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICE | 850 CONCOURSE PARKWAY MAITLAND, FL 32751 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $44K | $3K | $47K | 15.98% |
| MCGRIFF INSURANCE SERVICES INC3 | PO BOX 896620 CHARLOTTE, NC 282896620 | SAFEGUARD HEALTH PLANS INC. A FLORIDA CORPORATION | $23K | $4K | $27K | 11.51% |
| MCGRIFF INSURANCE SERVICES INC3 | P.O. BOX 896620 CHARLOTTE, NC 28289 | VISION SERVICE PLAN | $18K | — | $18K | 9.99% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES | 850 CONCOURSE PKWY MAITLAND, FL 32751 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $24K | $1K | $25K | 15.90% |
| ROSWEN ENTERPRISES INC3 | 1977 THE OAKS BLVD KISSIMMEE, FL 34746 | CONTINENTAL AMERICAN INSURANCE COMPANY | $6K | — | $6K | 3.99% |
| MCGRIFF INSURANCE SERVICES INC3 | 3605 GLENWOOD AVE RALEIGH, NC 27612 | CONTINENTAL AMERICAN INSURANCE COMPANY | $4K | — | $4K | 2.80% |
| TEAM WEISS AND ASSOC LLC3 Filed as: TEAM WEISS AND ASSOCIATES LLC | PO BOX 149505 ORLANDO, FL 32814 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 1.14% |
| A & M BONURA & ASSOCIATES INC3 | 1882 LAUREL BROOK LOOP CASSELBERRY, FL 32707 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 1.02% |
| KENDRA MCNEIL3 | 4045 LAKESIDE RESERVE CT ORLANDO, FL 32810 | CONTINENTAL AMERICAN INSURANCE COMPANY | $100 | — | $100 | 0.06% |
| DONNA H COREY3 | 988 JONES WYND WAKE FOREST, NC 27587 | CONTINENTAL AMERICAN INSURANCE COMPANY | $94 | — | $94 | 0.06% |
| JOHN F DUSSLING3 | 6933 PIAZZA ST ORLANDON, FL 32819 | CONTINENTAL AMERICAN INSURANCE COMPANY | $72 | — | $72 | 0.05% |
| LKI LLC3 | 5037 BROOKSIDE CT ALPHARETTA, GA 30004 | CONTINENTAL AMERICAN INSURANCE COMPANY | $55 | — | $55 | 0.04% |
| ELIZABETH BAKER3 | 3045 NEW BERN CV OVIEDO, FL 32765 | CONTINENTAL AMERICAN INSURANCE COMPANY | $54 | — | $54 | 0.03% |
| VIRMELIA RODRIGUEZ3 Filed as: VIRMELIA R RODRIQUEZ | 10090 BENNINGTON CHASE DR ORLANDO, FL 32829 | CONTINENTAL AMERICAN INSURANCE COMPANY | $50 | — | $50 | 0.03% |
| ROMAN CARRASCO3 | 11035 CONNEMARA COVE SAN ANTONIO, TX 78254 | CONTINENTAL AMERICAN INSURANCE COMPANY | $38 | — | $38 | 0.02% |
| JILL R LAMBERT3 Filed as: JILL W DENTON | 3500 WESTGATE DR #602 DURHAM, NC 27707 | CONTINENTAL AMERICAN INSURANCE COMPANY | $27 | — | $27 | 0.02% |
| LAWRENCE GANSER3 | 1056 DISHMAN LOOP OVIEDO, FL 32765 | CONTINENTAL AMERICAN INSURANCE COMPANY | $19 | — | $19 | 0.01% |
| SJR INSURANCE LLC3 Filed as: SJR INSURANCE, LLC | 3732 UPLAND DR MARIETTA, GA 30066 | CONTINENTAL AMERICAN INSURANCE COMPANY | $17 | — | $17 | 0.01% |
| THE DIAMOND AGENCY LLC3 Filed as: THE DIAMOND AGENCY | 1017 ASHES DRIVE 106 WILMINGTON, NC 28405 | CONTINENTAL AMERICAN INSURANCE COMPANY | $13 | — | $13 | 0.01% |
| COLLEEN M KIRKLAND3 | 11050 CRABAPPLE RD STE C107 ROSWELL, GA 30075 | CONTINENTAL AMERICAN INSURANCE COMPANY | $8 | — | $8 | 0.01% |
| BRENT FORD3 | 20345 REGENCY RUN GARDEN RIDGE, TX 78266 | CONTINENTAL AMERICAN INSURANCE COMPANY | $8 | — | $8 | 0.01% |
| BISHOP INSURANCE, LLC3 | 113 HOMESTEAD DRIVE BOILING SPRINGS, SC 29316 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3 | — | $3 | 0.00% |
| CATHERINE L LEE3 | 10 NUN ST WILMINGTON, NC 28401 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| CHRISTOPHER W HOFF3 | 1095 WILLOW BEND ROSWELL, GA 30075 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| 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 | $13K | $805 | $14K | 15.93% |
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 | 2,251 | 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) | 2,251 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental(3 contracts, 3 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 1,924 | $972K |
| Vision | VISION SERVICE PLAN | 1,418 | $176K |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 4,599 | $611K |
| Short-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 881 | $160K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 1,084 | $296K |
| Other(2 contracts, 2 carriers) | CONTINENTAL AMERICAN INSURANCE COMPANY | 2,803 | $241K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,599 | — |
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.