| 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 | 10.49% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICE | 850 CONCOURSE PARKWAY MAITLAND, FL 32751 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $97K | — | $97K | 15.00% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICE | 850 CONCOURSE PARKWAY MAITLAND, FL 32751 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $43K | — | $43K | 15.00% |
| MCGRIFF INSURANCE SERVICES INC3 | P.O. BOX 896620 CHARLOTTE, NC 28289 | VISION SERVICE PLAN | $17K | — | $17K | 10.01% |
| MCGRIFF INSURANCE SERVICES INC3 | PO BOX 896620 CHARLOTTE, NC 282896620 | SAFEGUARD HEALTH PLANS INC. A FLORIDA CORPORATION | $16K | $2K | $18K | 10.64% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES | 850 CONCOURSE PKWY MAITLAND, FL 32751 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $24K | $0 | $24K | 15.00% |
| ROSWEN ENTERPRISES INC3 | 1977 THE OAKS BLVD KISSIMMEE, FL 34746 | CONTINENTAL AMERICAN INSURANCE COMPANY | $15K | — | $15K | 14.23% |
| MCGRIFF INSURANCE SERVICES INC3 | 3605 GLENWOOD AVE RALEIGH, NC 27612 | CONTINENTAL AMERICAN INSURANCE COMPANY | $9K | — | $9K | 8.89% |
| A & M BONURA & ASSOCIATES INC3 | 1882 LAUREL BROOK LOOP CASSELBERRY, FL 32707 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3K | — | $3K | 3.29% |
| TEAM WEISS AND ASSOC LLC3 Filed as: TEAM WEISS AND ASSOCIATES LLC | PO BOX 149505 ORLANDO, FL 32814 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3K | — | $3K | 2.72% |
| KENDRA MCNEIL3 | 4045 LAKESIDE RESERVE CT ORLANDO, FL 32810 | CONTINENTAL AMERICAN INSURANCE COMPANY | $69 | — | $69 | 0.07% |
| JOHN F DUSSLING3 | 6933 PIAZZA ST ORLANDON, FL 32819 | CONTINENTAL AMERICAN INSURANCE COMPANY | $50 | — | $50 | 0.05% |
| ROMAN CARRASCO3 | 11035 CONNEMARA COVE SAN ANTONIO, TX 78254 | CONTINENTAL AMERICAN INSURANCE COMPANY | $36 | — | $36 | 0.03% |
| ELIZABETH BAKER3 | 3045 NEW BERN CV OVIEDO, FL 32765 | CONTINENTAL AMERICAN INSURANCE COMPANY | $31 | — | $31 | 0.03% |
| DONNA H COREY3 | 988 JONES WYND WAKE FOREST, NC 27587 | CONTINENTAL AMERICAN INSURANCE COMPANY | $18 | — | $18 | 0.02% |
| VIRMELIA RODRIGUEZ3 Filed as: VIRMELIA R RODRIQUEZ | 10090 BENNINGTON CHASE DR ORLANDO, FL 32829 | CONTINENTAL AMERICAN INSURANCE COMPANY | $11 | — | $11 | 0.01% |
| LAWRENCE GANSER3 | 1056 DISHMAN LOOP OVIEDO, FL 32765 | CONTINENTAL AMERICAN INSURANCE COMPANY | $10 | — | $10 | 0.01% |
| BRENT FORD3 | 20345 REGENCY RUN GARDEN RIDGE, TX 78266 | CONTINENTAL AMERICAN INSURANCE COMPANY | $7 | — | $7 | 0.01% |
| JILL R LAMBERT3 Filed as: JILL W DENTON | 3500 WESTGATE DR #602 DURHAM, NC 27707 | CONTINENTAL AMERICAN INSURANCE COMPANY | $7 | — | $7 | 0.01% |
| LKI LLC3 | 5037 BROOKSIDE CT ALPHARETTA, GA 30004 | CONTINENTAL AMERICAN INSURANCE COMPANY | $5 | — | $5 | 0.00% |
| SJR INSURANCE LLC3 Filed as: SJR INSURANCE, LLC | 3732 UPLAND DR MARIETTA, GA 30066 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3 | — | $3 | 0.00% |
| RACHEL R THERIOT3 | 109 WINGED FOOT DR BROUSSARD, LA 70518 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3 | — | $3 | 0.00% |
| JUANDA L MAGWOOD WARE3 Filed as: JUANDA L MAGWOOD-WARE | 333 MCCOOK CIRCLE KENNESAW, GA 30144 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3 | — | $3 | 0.00% |
| BISHOP INSURANCE, LLC3 | 113 HOMESTEAD DRIVE BOILING SPRINGS, SC 29316 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| THE DIAMOND AGENCY LLC3 Filed as: THE DIAMOND AGENCY | 1017 ASHES DRIVE 106 WILMINGTON, NC 28405 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| CATHERINE L LEE3 | 10 NUN ST WILMINGTON, NC 28401 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| COLLEEN M KIRKLAND3 | 11050 CRABAPPLE RD STE C107 ROSWELL, GA 30075 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| KEITH WILLIAM BELLE3 Filed as: KEITH W BELLE | 113 FLAGG PL BLDG 60 LAFAYETTE, LA 70508 | 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 | — | $13K | 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 | 2,437 | 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) | 2,437 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental(3 contracts, 3 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 2,179 | $964K |
| Vision | VISION SERVICE PLAN | 1,459 | $174K |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 4,537 | $647K |
| Short-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 827 | $161K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 970 | $289K |
| Other(3 contracts, 3 carriers) | CONTINENTAL AMERICAN INSURANCE COMPANY | 2,888 | $231K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,537 | — |
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.