| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| DEBBIE PERRY3 | 620 MABRY HOOD RD STE 201 KNOXVILLE, TN 37932 | BLUECROSS BLUESHIELD OF TENNESSEE, INC. | $72K | $0 | $72K | 3.56% |
| MORETON & COMPANY3 Filed as: KIM MORTON | 6000 TAZEWELL PIKE KNOXVILLE, TN 37918 | AFLAC | $11K | $533 | $11K | 6.12% |
| ERNESTINE KING3 | 115 LAKEVIEW HILLS LN CLINTON, TN 37716 | AFLAC | $10K | $258 | $10K | 5.70% |
| RICHARD G. WILDE3 | PO BOX 22513 KNOXVILLE, TN 37933 | AFLAC | $4K | $258 | $5K | 2.55% |
| MATTHEW D BUTLER3 | 123 CENTER PARK DR STE 102 KNOXVILLE, TN 37922 | AFLAC | $3K | $258 | $3K | 1.73% |
| SUSIE THORPE3 | PO BOX 31858 KNOXVILLE, TN 37930 | AFLAC | $1K | $0 | $1K | 0.80% |
| JAMES D PARKER3 | 183 MONROE RD MAYNARDVILLE, TN 37807 | AFLAC | $949 | $286 | $1K | 0.68% |
| JEFFREY BARNHILL3 | 6636 NC HWY 43 S STE C GREENVILLE, NC 27858 | AFLAC | $1K | $0 | $1K | 0.58% |
| VBTN, INC3 Filed as: VBTN INC | 2000 GLEN ECHO RD STE 204 NASHVILLE, TN 37215 | AFLAC | $491 | $250 | $741 | 0.41% |
| JANE W BARNHILL3 | 6636 NC HWY 43 S GREENVILLE, NC 27858 | AFLAC | $672 | $0 | $672 | 0.37% |
| BARRY L CLEVELAND3 | 9724 KINGSTON PIKE STE 1402 KNOXVILLE, TN 37922 | AFLAC | $493 | $0 | $493 | 0.27% |
| ALAN W MARTIN3 Filed as: ALAN MARTIN | 123 CENTER PARK DR SUITE 102 KNOXVILLE, TN 37922 | AFLAC | $466 | $0 | $466 | 0.26% |
| DONALD L LARSON3 Filed as: DONALD LARSON | 1528 LOUISVILLE RD ALCOA, TN 37701 | AFLAC | $377 | $0 | $377 | 0.21% |
| BENJAMIN T MORGENEGG3 Filed as: BENJAMIN MORGENEGG | 1915 NORTHSHORE HILLS BLVD KNOXVILLE, TN 37922 | AFLAC | $300 | $0 | $300 | 0.16% |
| CHARLES HARTHUN3 | 1577 LAWSON RD CROSSVILLE, TN 38571 | AFLAC | $234 | $0 | $234 | 0.13% |
| BRENT GOODE3 | 2000 GLEN ECHO RD SUITE 204 NASHVILLE, TN 37215 | AFLAC | $228 | $0 | $228 | 0.12% |
| A ED GOODWIN JR3 Filed as: A.ED GOODWIN JR | 520 DIXON LANE KODAK, TN 37764 | AFLAC | $189 | $0 | $189 | 0.10% |
| NATHAN A THORPE3 Filed as: NATHAN THORPE | PO BOX 5811 KNOXVILLE, TN 37928 | AFLAC | $183 | $0 | $183 | 0.10% |
| STEVEN E SELF3 Filed as: STEVEN SELF | 302 LUTHER JACKSON DR MARYVILLE, TN 37804 | AFLAC | $118 | $0 | $118 | 0.06% |
| ABBIE W COFFMAN3 Filed as: ABBIE COFFMAN | 31 HAWTHORN CIR CROSSVILLE, TN 38555 | AFLAC | $110 | $0 | $110 | 0.06% |
| RONALD H RICHEY3 Filed as: RONALD RICHEY | 4023 LAURAWOOD LANE FRANKLIN, TN 37067 | AFLAC | $63 | $0 | $63 | 0.03% |
| CAROL KINSLER3 | 2229 CHINQUAPUX GROVE RD BLUFF CITY, TN 37618 | AFLAC | $47 | $0 | $47 | 0.03% |
| ANNE SWANSON3 | 123 CENTER PARK DR STE 102 KNOXVILLE, TN 37922 | AFLAC | $44 | $0 | $44 | 0.02% |
| REBECCA J SNEDDON3 Filed as: REBECCA SNEDDON | 315 YUCCA STREET PUEBLO, CO 81005 | AFLAC | $42 | $0 | $42 | 0.02% |
| SCOTT ERWIN3 | 2428 HIGHLAND DR KNOXVILLE, TN 37918 | AFLAC | $39 | $0 | $39 | 0.02% |
| MONICA WENTZ3 | 9307 HAVENBROOKE WAY KNOXVILLE, TN 37922 | AFLAC | $38 | $0 | $38 | 0.02% |
| THOMAS STUBBS3 Filed as: THOMAS C OBRIAN | 1111 NORTHSHORE DR STE N425 KNOXVILLE, TN 37919 | AFLAC | $34 | $0 | $34 | 0.02% |
| REBECCA FAY HIX3 | 9302 WESTFIELD ROWLETT, TX 75088 | AFLAC | $30 | $0 | $30 | 0.02% |
| BRIAN LARSON3 | 883 FORD ST ALCOA, TN 37701 | AFLAC | $24 | $0 | $24 | 0.01% |
| RONALD E KIRKLAND3 Filed as: RONALD KIRKLAND | 1044 HARBOR RIDGE RD GUNTERSVILLE, AL 35976 | AFLAC | $22 | $0 | $22 | 0.01% |
| RONALD A MONSON3 Filed as: RONALD MONSON | 104 SAN CARLOS RD CONDO G PUEBLO, CO 81005 | AFLAC | $22 | $0 | $22 | 0.01% |
| MARIANNE F BOOTH3 Filed as: MARIANNE F. BOOTH | P.O. BOX 359 TRILBY, FL 33593 | AFLAC | $20 | $0 | $20 | 0.01% |
| DORA PARSONS3 | 1858 W COSTILLA DRIVE PUEBLO, CO 81007 | AFLAC | $19 | $0 | $19 | 0.01% |
| DIANA SWINDERMAN3 | 1170 HARDING AVENUE CANON CITY, CO 81212 | AFLAC | $19 | $0 | $19 | 0.01% |
| CASEY A CURLEE3 | 123 CENTER PARK DR STE 102 KNOXVILLE, TN 37922 | AFLAC | $18 | $0 | $18 | 0.01% |
| SANDRA FIELDS3 Filed as: SANDRA D FIELDS | 246 AESQUE ST EXT KINGSPORT, TN 37665 | AFLAC | $17 | $0 | $17 | 0.01% |
| SCOTT T EELLS3 Filed as: SCOTT L EELS | 13313 N OREGON AVE TAMPA, FL 33612 | AFLAC | $17 | $0 | $17 | 0.01% |
| JERRY M. SHULER3 Filed as: JERRY SHULER | 13500 MIDWAY RD SUITE 401 DALLAS, TX 75244 | AFLAC | $16 | $0 | $16 | 0.01% |
| THE CLINE AGENCY3 | 712 PLACHY DRIVE ALAMOSA, CO 81101 | AFLAC | $16 | $0 | $16 | 0.01% |
| CANDACE JACKSON3 | 125 PLANTATION CENTRE DR S STE 900B MACON, GA 31210 | AFLAC | $14 | $0 | $14 | 0.01% |
| DAWSON BENEFIT SOLUTIONS OF FL LLC3 | 6609 WILLOW PARK DR #201 NAPLES, FL 34109 | AFLAC | $13 | $0 | $13 | 0.01% |
| GARY STORY3 Filed as: GARY A STORY | P O BOX 4328 CRS JOHNSON CITY, TN 37602 | AFLAC | $13 | $0 | $13 | 0.01% |
| JOSEPH DUCKETT3 | 517 PINEWOOD DRIVE OLDSMAR, FL 34677 | AFLAC | $12 | $0 | $12 | 0.01% |
| CATHY MCCLANAHAN3 | 1011 FOX COVE CIRCLE MARYVILLE, TN 37803 | AFLAC | $12 | $0 | $12 | 0.01% |
| JOHN THOMPSON3 | 6395 S KEWAUNEE WAY SUITE 425 AURORA, CO 80016 | AFLAC | $12 | $0 | $12 | 0.01% |
| WILLIAM COVINGTON3 | 2340 E TRINITY MILLS RD STE 300 CARROLLTON, TX 75006 | AFLAC | $9 | $0 | $9 | 0.00% |
| JASON B WEST3 | 6501 PEAKE RD STE 950 MACON, GA 31210 | AFLAC | $7 | $0 | $7 | 0.00% |
| SUSAN BRIMHALL3 | 3921 CAPE SAN BLAS RD PORT SAINT JOE, FL 32456 | AFLAC | $6 | $0 | $6 | 0.00% |
| CHARLES F GREER3 Filed as: CHARLES GREER | 2888 ALOMA LAKE RUN SUITE 2300 OVIEDO, FL 32765 | AFLAC | $5 | $0 | $5 | 0.00% |
| WILLIAM L AMOS & CO INC3 | 6801 RIVER RD SUITE 205 COLUMBUS, GA 31904 | AFLAC | $4 | $0 | $4 | 0.00% |
| SCOTT WEBB3 | 2355 W PINNACLE PEAK RD STE 380 PHOENIX, AZ 85027 | AFLAC | $3 | $0 | $3 | 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 | 203 | 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) | 203 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUECROSS BLUESHIELD OF TENNESSEE, INC. | 393 | $2.0M |
| Dental | BLUECROSS BLUESHIELD OF TENNESSEE, INC. | 393 | $2.0M |
| Vision | BLUECROSS BLUESHIELD OF TENNESSEE, INC. | 393 | $2.0M |
| Life insurance | AFLAC | 257 | $183K |
| Short-term disability | AFLAC | 257 | $183K |
| Long-term disability | AFLAC | 257 | $183K |
| Other | AFLAC | 257 | $183K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 393 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.