| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES | 7701 AIRPORT CENTER DRIVE, STE 1800 STE 200 GREENSBORO, NC 27409 | UNITEDHEALTHCARE INSURANCE COMPANY | $828 | $9K | $10K | 5.21% |
| BB&T INSURANCE SERVICES, INC.3 Filed as: BB&T INSURANCE SERVICES INC. | 414 GALLIMORE DAIRY RD #414 GREENSBORO, NC 27409 | UNITEDHEALTHCARE INSURANCE COMPANY | — | $5K | $5K | 2.77% |
| BEVCAP MANAGEMENT LLC3 | 120 W VIRGINIA ST, STE 200 MCKINNEY, TX 75069 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $10K | — | $10K | 12.76% |
| BARRY BEVERLY3 Filed as: BARRY C BEVERLY | 1888 E 6400 S HOLLADAY, UT 84121 | CONTINENTAL AMERICAN INSURANCE COMPANY | $335 | — | $335 | 2.34% |
| NEENA W BEVERLY3 Filed as: NEENA W. BEVERLY | 1888 E 6400 S HOLLADAY, UT 84121 | CONTINENTAL AMERICAN INSURANCE COMPANY | $272 | — | $272 | 1.90% |
| THE PERRY GROUP INC3 Filed as: THE PERRY GROUP INC. | 1650 SAND LAKE RD STE 201 D ORLANDO, FL 32809 | CONTINENTAL AMERICAN INSURANCE COMPANY | $113 | — | $113 | 0.79% |
| PATRICIA A HOLMES3 Filed as: PATRICIA A. HOLMES | 7001 142 AVE N #150 LARGO, FL 33771 | CONTINENTAL AMERICAN INSURANCE COMPANY | $85 | — | $85 | 0.59% |
| MKF & ASSOCIATES INC3 | 156 TUSKAWILA RD STE 2352 WINTER SPRINGS, FL 32708 | CONTINENTAL AMERICAN INSURANCE COMPANY | $63 | — | $63 | 0.44% |
| JASON TERRY3 | 20105 HERON CROSSING DR TAMPA, FL 33647 | CONTINENTAL AMERICAN INSURANCE COMPANY | $49 | — | $49 | 0.34% |
| MICHAEL R REBER3 Filed as: MICHAEL R. REBER | 20101 HERON CROSSING TAMPA, FL 33647 | CONTINENTAL AMERICAN INSURANCE COMPANY | $29 | — | $29 | 0.20% |
| REILLY & ASSOCIATES, INC.3 | 269 E LONG CREEK CV LONGWOOD, FL 32750 | CONTINENTAL AMERICAN INSURANCE COMPANY | $21 | — | $21 | 0.15% |
| ALLEN W. CALK3 | 5151 FLYNN PKWY STE 115 CORPUS CHRISTI, TX 78411 | CONTINENTAL AMERICAN INSURANCE COMPANY | $19 | — | $19 | 0.13% |
| SHANNON SPRADLING3 Filed as: SHANNON M. SPRADLING | 1650 SAND LAKE RD STE 201 D ORLANDO, FL 32809 | CONTINENTAL AMERICAN INSURANCE COMPANY | $8 | — | $8 | 0.06% |
| DAWN T SUCHECKI3 Filed as: DAWN SUCHECKI | 225 S WATER ST STE I WILMINGTON, NC 28401 | CONTINENTAL AMERICAN INSURANCE COMPANY | $6 | — | $6 | 0.04% |
| DOUGLAS J SUCHECKI3 Filed as: DOUGLAS J. SUCHECKI | 37648 OXFORD DR MURRIETA, CA 92562 | CONTINENTAL AMERICAN INSURANCE COMPANY | $6 | — | $6 | 0.04% |
| JENNIE MOORE HAWKINS3 Filed as: JENNIE M. HAWKINS | 3216 MEDICI BLVD NEW SMYRNA BEACH, FL 32168 | CONTINENTAL AMERICAN INSURANCE COMPANY | $5 | — | $5 | 0.03% |
| SARAH CADY3 | 123 STONE GABLE CIR WINTER SPRINGS, FL 32708 | CONTINENTAL AMERICAN INSURANCE COMPANY | $5 | — | $5 | 0.03% |
| LESLIE K KIMBROUGH3 Filed as: LESLIE K. KIMBROUGH | P.O. BOX 623557 OVIEDO, FL 32762 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1 | — | $1 | 0.01% |
| RUBICON REGION LLC3 | 132 NW 76TH DR STE B GAINESVILLE, FL 32607 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1 | — | $1 | 0.01% |
| DCB ADVISORS INC.3 | 3205 JERRY SMITH RD DOVER, FL 33527 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1 | — | $1 | 0.01% |
| JOYCE WEBER ENTERPRISES INC3 Filed as: JOYCE WEBER ENTERPRISES INC. | 13313 FALCON POINTE DR ORLANDO, FL 32837 | AFLAC | $425 | $17 | $442 | 4.57% |
| ELAINE COX3 | 3355 DOROTHEA RD JACKSONVILLE, FL 32216 | AFLAC | $177 | — | $177 | 1.83% |
| BARRY BEVERLY3 | 1888 E 6400 S HOLLADAY, UT 84121 | AFLAC | $117 | — | $117 | 1.21% |
| VERA I CRUICE3 Filed as: VERA CRUICE | 11445 DRAKEWOOD CT JACKSONVILLE, FL 32223 | AFLAC | $89 | — | $89 | 0.92% |
| NEENA W BEVERLY3 Filed as: NEENA BEVERLY | 1888 E 6400 S HOLLADAY, UT 84121 | AFLAC | $82 | — | $82 | 0.85% |
| FAIRWINDS CREDIT UNION3 | 3087 N ALAFAYA TRL ORLANDO, FL 32826 | AFLAC | $80 | — | $80 | 0.83% |
| DH2 ENTERPRISES INC3 Filed as: DH2 ENTERPRISES INC. | 13313 FALCON POINTE DR ORLANDO, FL 32837 | AFLAC | $66 | $3 | $69 | 0.71% |
| ROBERT L TRAPNELL JR3 Filed as: ROBERT TRAPNELL JR. | 15 N INDIAN RIVER DR APT 705 COCOA, FL 32922 | AFLAC | $53 | — | $53 | 0.55% |
| THE PERRY GROUP INC3 Filed as: THE PERRY GROUP INC. | 1650 SAND LAKE RD STE 201D ORLANDO, FL 32809 | AFLAC | $52 | — | $52 | 0.54% |
| J W GRIMES INC3 Filed as: J.W. GRIMES INC. | 6165 WATERFORD RD COLUMBUS, GA 31904 | AFLAC | $32 | — | $32 | 0.33% |
| DINAH JEWEL3 | 2004 ADAIR ST OCOEE, FL 34761 | AFLAC | $30 | — | $30 | 0.31% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 13515 BELL TOWER DR FORT MYERS, FL 33907 | AFLAC | $29 | — | $29 | 0.30% |
| BRIAN ALLEN BASS3 | 1214 HANCOCK CIR SAINT CLOUD, FL 34769 | AFLAC | $28 | — | $28 | 0.29% |
| MKF & ASSOCIATES INC3 | 300 CAHABA PARK CIR STE 133 BIRMINGHAM, AL 35242 | AFLAC | $24 | — | $24 | 0.25% |
| GREGORY MICHAEL CRUICE3 Filed as: GREGORY WADE | 11960 REMSEN RD JACKSONVILLE, FL 32223 | AFLAC | $23 | — | $23 | 0.24% |
| JUSTIN WAYNE WEBER3 | 12030 AGANA ST ORLANDO, FL 32837 | AFLAC | $20 | $3 | $23 | 0.24% |
| TEAM WEISS AND ASSOC LLC3 | P.O. BOX 149505 ORLANDO, FL 32814 | AFLAC | $20 | — | $20 | 0.21% |
| SHANNON SPRADLING3 | 1875 CARROLL DR SAINT CLOUD, FL 34771 | AFLAC | $19 | — | $19 | 0.20% |
| LARA CARLSON3 | 106 LAUREL VIEW DR ST. SIMONS ISLAND, GA 31522 | AFLAC | $12 | — | $12 | 0.12% |
| PATRICIA ANNE REILLY3 | 269 E LONG CREEK CV LONGWOOD, FL 32750 | AFLAC | $9 | — | $9 | 0.09% |
| TANYA FORE3 | 712 FOSTER GROVE LOOP OVIEDO, FL 32765 | AFLAC | $8 | — | $8 | 0.08% |
| THE BINNACLE GROUP INC.3 | 1339 ORCHID AVE WINTER PARK, FL 32789 | AFLAC | $7 | — | $7 | 0.07% |
| MARK C LEE3 Filed as: MARK LEE | 1444 S 17TH ST WILMINGTON, NC 28401 | AFLAC | $2 | — | $2 | 0.02% |
| JENNIE HAWKINS3 | 3930 S NOVA RD STE 201 PORT ORANGE, FL 32127 | AFLAC | $2 | — | $2 | 0.02% |
| SARAH CADY3 | 123 STONE GABLE CIR WINTER SPRINGS, FL 32708 | AFLAC | $2 | — | $2 | 0.02% |
| ROBERT P FERRONE3 Filed as: ROBERT FERRONE | 262 AUTUMN TRAIL WAY APT 202 WAVERLY HALL, GA 31831 | AFLAC | $1 | — | $1 | 0.01% |
| OMER S BASS IV3 Filed as: OMER BASS IV | 565 W GATEWAY CT MERRITT ISLAND, FL 32952 | AFLAC | $1 | — | $1 | 0.01% |
| DEREK DEVANE3 | 3205 JERRY SMITH RD DOVER, FL 33527 | AFLAC | $1 | — | $1 | 0.01% |
| RUBICON REGION LLC3 | 1010 LAKE ST, STE 430 OAK PARK, IL 60301 | AFLAC | $1 | — | $1 | 0.01% |
| BERNARD FALCO3 | 657 SHADOWMOSS CIR LAKE MARY, FL 32746 | AFLAC | $1 | — | $1 | 0.01% |
| MARK C LEE3 | 11500 COUNTY LINE RD MIDLAND, GA 31820 | AFLAC | $1 | — | $1 | 0.01% |
| BB&T INSURANCE SERVICES, INC.3 Filed as: BB&T INSURANCE SERVICES INC. | 3605 GLENWOOD AVE MAITLAND OFFICE RALEIGH, NC 27612 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $309 | — | $309 | 10.02% |
| BB&T INSURANCE SERVICES, INC.3 Filed as: BB&T INSURANCE SERVICES INC | 3605 GLENWOOD AVE MAITLAND OFFICE RALEIGH, NC 27612 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $278 | — | $278 | 9.99% |
| BB&T INSURANCE SERVICES, INC.3 Filed as: BB&T INSURANCE SERVICES INC. | 3605 GLENWOOD AVE MAITLAND OFFICE RALEIGH, NC 27612 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $195 | — | $195 | 10.00% |
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 | 108 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 109 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTHCARE INSURANCE COMPANY | 213 | $195K |
| Dental(2 contracts, 2 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 213 | $269K |
| Life insurance(3 contracts, 2 carriers) | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 135 | $79K |
| Long-term disability(2 contracts, 2 carriers) | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 135 | $78K |
| Other(4 contracts, 4 carriers) | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 135 | $100K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 213 | — |
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.