| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BOZEMAN ENTERPRISES INC3 | 4 YACHT CLUB DRIVE 206 DAPHNE, AL 36526 | AFLAC | $4K | $249 | $4K | 5.48% |
| SANDRA D MADISON3 Filed as: SANDRA MADISON | 8794 COUNTY ROAD 91 LILLIAN, AL 36549 | AFLAC | $3K | — | $3K | 4.05% |
| SAIC INC3 | 4245 MILGEN ROAD COLUMBUS, GA 31907 | AFLAC | $2K | $33 | $2K | 2.31% |
| PETE CANARELA3 | 21036A STATE HIGHWAY 181 SUITE 1028 FAIRHOPE, AL 36532 | AFLAC | $1K | $50 | $1K | 1.96% |
| WILLIS TOWERS WATSON US LLC3 Filed as: DEBORAH WILLIS | 1853 PENNY ROYAL COURT MONUMENT, CO 80132 | AFLAC | $1K | — | $1K | 1.71% |
| RONALD EUGENE WALLACE3 Filed as: RONALD WALLACE | PO BOX 1355 BAY MINETTE, AL 36507 | AFLAC | $760 | $50 | $810 | 1.08% |
| MICHAEL W OGLESBY3 Filed as: MICHAEL OGLESBY | 9535 BRISTOW COURT MOBILE, AL 36695 | AFLAC | $634 | — | $634 | 0.85% |
| WILLIS TOWERS WATSON US LLC3 Filed as: JOSEPH WILLIS | 1853 PENNY ROYAL COURT MONUMENT, CO 80132 | AFLAC | $530 | — | $530 | 0.71% |
| ELLA OGLESBY3 | 10002 SUMMER WOODS COURT MOBILE, AL 36695 | AFLAC | $267 | — | $267 | 0.36% |
| DAVID S JESSE3 Filed as: DAVID JESSE | 7006 FLOWERING ALMOND DRIVE COLORADO SPRINGS, CO 80923 | AFLAC | $236 | — | $236 | 0.31% |
| JACKIE F BURLESON3 | 1124 MARTHA ALLEYN DRIVE SARALAND, AL 36571 | AFLAC | $149 | — | $149 | 0.20% |
| WILLIAM C HAMMOND JR3 Filed as: WILLIAM HAMMOND JR | PO BOX 927 JACKSON, AL 36545 | AFLAC | $139 | — | $139 | 0.19% |
| RAYMOND CORNETT3 | 7031 LAVERNE DRIVE SOUTH MOBILE, AL 36618 | AFLAC | $79 | — | $79 | 0.11% |
| MARTHA SUE MCGILL3 Filed as: MARTHA MCGILL | PO BOX 3049 DAPHNE, AL 36526 | AFLAC | $60 | — | $60 | 0.08% |
| JERRY ANN MCCARRON3 Filed as: JERRY MCCARRON | 563 BELLANGEE AVENUE FAIRHOPE, AL 36532 | AFLAC | $42 | — | $42 | 0.06% |
| GEORGIA A SMITH3 | 1367 REAMS DRIVE WEST MOBILE, AL 36608 | AFLAC | $40 | — | $40 | 0.05% |
| MARK P KNUTSON3 Filed as: MARK KNUTSON | PO BOX 161 CHANHASSEN, MN 55317 | AFLAC | $35 | — | $35 | 0.05% |
| JOSEPH C ROSA JR3 Filed as: JOSEPH ROSA JR | 55 SOUTH MONTEREY STREET MOBILE, AL 36604 | AFLAC | $29 | — | $29 | 0.04% |
| WILLIAM RICH CUTTS3 Filed as: WILLIAM CUTTS | PO BOX 311112 ENTERPRISE, AL 36331 | AFLAC | $29 | — | $29 | 0.04% |
| RICKEY L BOOTHE3 Filed as: RICKEY BOOTHE | PO BOX 584 OPP, AL 36467 | AFLAC | $24 | — | $24 | 0.03% |
| BUENA TROLDAHL3 | 512 LAKESHORE DRIVE MONTICELLO, GA 31064 | AFLAC | $23 | — | $23 | 0.03% |
| JEANNE BAGGETT3 | 836 MYSTIC PARKWAY SPRING BRANCH, TX 78070 | AFLAC | $23 | — | $23 | 0.03% |
| KARA BLAKE CROPP3 Filed as: KARA CROPP | 3430 RIVER ROAD THEODORE, AL 36582 | AFLAC | $17 | — | $17 | 0.02% |
| PATRICK H JONES3 | 321 ORTLOFF TRAIL NORTHWEST WATERTOWN, MN 55388 | AFLAC | $16 | — | $16 | 0.02% |
| DAVID JOHNSON3 | 7526 NORTH LAKE DRIVE SPANISH FORT, AL 36527 | AFLAC | $14 | — | $14 | 0.02% |
| REBECCA ROBBINS3 | 1120 HILLCREST ROAD SUITE 2L MOBILE, AL 36695 | AFLAC | $12 | — | $12 | 0.02% |
| DENISE S BOYD3 Filed as: DENISE BOYD | 1509 GOVERNMENT STREET SUITE 100 MOBILE, AL 36604 | AFLAC | $11 | — | $11 | 0.01% |
| JONATHON E POINTER3 Filed as: JONATHON POINTER | 9224 THOROUGHBRED RUN FAIRHOPE, AL 36532 | AFLAC | $7 | — | $7 | 0.01% |
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 | 0 | 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) | 0 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Other | AFLAC | 204 | $75K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 204 | — |
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.
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.
Final-filing indicator set. Plan is winding down; don't waste sales effort here.