| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON SOUTHEAST INC | 2101 6TH AVE N FL 7 STE 725 BIRMINGHAM, AL 35203 | METROPOLITAN LIFE INSURANCE COMPANY | $239K | $31 | $239K | 12.29% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON SOUTHEAST INC | 2101 6TH AVE N STE 725 BIRMINGHAM, AL 35203 | METROPOLITAN LIFE INSURANCE COMPANY | $26K | $0 | $26K | 1.36% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF TENNEESSEE | 26 CENTURY BLVD C/O JP MORGAN CHASE NASHVILLE, TN 37214 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $23K | $23K | 1.19% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF ALABAMA INC | PO BOX 2407 MOBILE, AL 36652 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $10K | $10K | 0.51% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON SOUTHEAST INC | 2101 6TH AVE NORTH FL 7 STE 725 BIRMINGHAM, AL 35203 | HCC LIFE INSURANCE COMPANY | $87K | $18K | $106K | 10.41% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF ALABAMA INC | 2101 6TH AVE NORTH FL 7 STE 725 BIRMINGHAM, AL 35203 | HCC LIFE INSURANCE COMPANY | $9K | — | $9K | 0.85% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE, INC | 200 GALLERIA PARKWAY SUITE #1950 ATLANTA, GA 30339 | HEALTH NET | $36K | $0 | $36K | 6.00% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE, INC | 200 GALLERIA PARKWAY SUITE #1950 ATLANTA, GA 30339 | KAISER FOUNDATION HEALTH PLAN INC | $23K | $0 | $23K | 5.28% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON SOUTHEAST INC | 2101 6TH AVE NORTH STE 725 BIRMINGHAM, AL 35203 | AMERITAS LIFE INSURANCE CORP. OF NEW YORK | $17K | — | $17K | 8.38% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF ALABAMA INC | 2101 6TH AVE NORTH STE 725 BIRMINGHAM, AL 35203 | AMERITAS LIFE INSURANCE CORP. OF NEW YORK | $3K | — | $3K | 1.62% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF NEW JERSEY INC | PO BOX 5002 SHORT HILLS, NJ 07078 | AMERITAS LIFE INSURANCE CORP. OF NEW YORK | — | $2K | $2K | 0.96% |
| NORTH RISK PARTNERS LLC3 | 2048 SUPERIOR DRIVE NW SUITE 100 ROCHESTER, MN 55901 | DELTA DENTAL OF IOWA | $8K | $3K | $10K | 5.36% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF ALABAMA INC | PO BOX 730416 DALLAS, TX 75373 | STANDARD INSURANCE COMPANY | $19K | $0 | $19K | 10.37% |
| ADVANTAGE HEALTHCARE PLANNING3 | PO BOX 173 SPRING LAKE, NJ 07762 | SUN LIFE ASSURANCE COMPANY OF CANADA | $9K | — | $9K | 5.82% |
| MCGRIFF INSURANCE SERVICES INC3 | 1150 JULIAN DR WATKINSVILLE, GA 30677 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $11K | $0 | $11K | 10.00% |
| MCGRIFF INSURANCE SERVICES INC3 | 300 SUMMERS ST STE 650 CHARLESTON, WV 25301 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $7K | $7K | 6.41% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL GULF SO | PO BOX 2158 RIVERSIDE, CA 92516 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $6K | $2K | $8K | 7.44% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL GULF SO | PO BOX 2158 RIVERSIDE, CA 92516 | LIFE INSURANCE OF NORTH AMERICA | $1K | $2K | $3K | 3.56% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE, INC | 200 GALLERIA PARKWAY SUITE #1950 ATLANTA, GA 30339 | THE GUARDIAN LIFE INSURANCE OF AMERICA | $14K | $2K | $16K | 17.29% |
| CENTRO BENEFITS RESEARCH LLC3 | 325 N KIRKWOOD RD STE 300 KIRKWOOD, MO 63122 | THE GUARDIAN LIFE INSURANCE OF AMERICA | $3K | $0 | $3K | 2.94% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF OHIO LLC | 3900 KINROSS LAKES PKWY STE 300 RICHFIELD, OH 44286 | JPRINCIPAL LIFE INSURANCE COMPANY | $8K | $0 | $8K | 10.39% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS NL LLC | 2305 RIVER RD LOUISVILLE, KY 40206 | JPRINCIPAL LIFE INSURANCE COMPANY | $0 | $2K | $2K | 2.49% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL OF CA INS SE | PO BOX 255387 SACRAMENTO, CA 95885 | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $4K | $0 | $4K | 6.07% |
| BERNIE LOWE & ASSOCIATES INC3 Filed as: BERNIE LOWE & ASSOCIATES | 615 HORSESHOE DR SUITE G GRINNELL, IA 50112 | HARTFORD LIFE AND ACCIDENT | $4K | — | $4K | 5.22% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON SOUTHEAST INC | 2101 6TH AVE NORTH FL 7 STE 725 BIRMINGHAM, AL 35203 | METROPOLITAN LIFE INSURANCE COMPANY | $7K | $31 | $7K | 10.62% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF ALABAMA INC | 2101 6TH AVE NORTH STE 725 BIRMINGHAM, AL 35203 | METROPOLITAN LIFE INSURANCE COMPANY | $612 | $31 | $643 | 1.02% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF TENNESSEE INC | 26 CENTURY BLVD C/O J P MORGAN CHASE NASHVILLE, TN 37214 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $590 | $590 | 0.94% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF ALABAMA INC | PO BOX 2407 MOBILE, AL 36652 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $200 | $200 | 0.32% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON SOUTHEAST INC | PO BOX 730416 DALLAS, TX 75373 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $9K | $0 | $9K | 15.00% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INSURANCE SERVICES OF CA INC | C/O WILLIS SAN FRANCISCO LOCKBOX 100485 BANC ONE DEPT 100485 PASADENA, CA 91189 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $1K | $0 | $1K | 2.01% |
| IMG5 | 2960 NORTH MERIDIAN ST INDIANAPOLIS, IN 46208 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $0 | $12 | $12 | 0.02% |
| AXA ASSISTANCE, USA3 Filed as: AXA ASSISTANCE USA | 122 SOUTH MICHIGAN AVE SUITE 1100 CHICAGO, IL 60603 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $0 | $2 | $2 | 0.00% |
| JANICE KAY BEATY3 | 3 BRAMLETTE PL LONGVIEW, TX 75601 | AFLAC | $5K | $115 | $5K | 8.04% |
| ADAM SCOTT3 | 352 ZAMBEZI LN BULLARD, TX 75757 | AFLAC | $603 | $0 | $603 | 1.01% |
| KIMBERLEY D GERACI3 | 8701 FARM ROAD 1148 WINNSBORO, TX 75494 | AFLAC | $491 | $0 | $491 | 0.82% |
| STEVEN R BARTON3 | 117 BROOKWAY LN LONGVIEW, TX 75604 | AFLAC | $465 | $0 | $465 | 0.78% |
| RONNIE PATTON3 Filed as: RONNIE C WEBBER | 411 GREEN MEADOW TRL HOLLY LAKE RANCH, TX 75765 | AFLAC | $361 | $0 | $361 | 0.60% |
| SCOTT W BLACKSHEAR3 Filed as: SCOTT M GUTHRIE | 14224 N 14TH ST PHOENIX, AZ 78734 | AFLAC | $282 | $0 | $282 | 0.47% |
| BENEFITS AT WORK LLC3 Filed as: BENEFITS AT WORK, LLC | 15215 GENERAL WILLIAMSON DR AUSTIN, TX 78734 | AFLAC | $275 | $0 | $275 | 0.46% |
| DEBBIE TOWNSEND3 | PO BOX 6881 TYLER, TX 75711 | AFLAC | $192 | $0 | $192 | 0.32% |
| JEANNETTE E FATHERREE3 | 171 COUNTY RD 1559 ALBA, TX 75410 | AFLAC | $183 | $0 | $183 | 0.31% |
| WILLIAM M HURLEY3 | 712 S CHILTON AVE TYLER, TX 75701 | AFLAC | $156 | $23 | $179 | 0.30% |
| DEBORAH LEE STANLEY3 | 3727 COLONY PARK TYLER, TX 75701 | AFLAC | $173 | $0 | $173 | 0.29% |
| GALYEAN INSURANCE AGENCY3 Filed as: GALYEAN INSURANCE AGENCY INC | PO BOX 797 SULPHUR SPRINGS, TX 75483 | AFLAC | $155 | $0 | $155 | 0.26% |
| FRANKLIN R DAVIES3 Filed as: FRANKLIN R. DAVIES | 201 ROYAL ABERDEEN WAY MCKINNEY, TX 75072 | AFLAC | $148 | $0 | $148 | 0.25% |
| CYNTHIA SMITH3 Filed as: CYNTHIA B SMITH | 170 WILD GOOSE LN HOLLY LAKE RANCH, TX 75765 | AFLAC | $129 | $0 | $129 | 0.22% |
| MICHAEL FATHERREE3 | 171 COUNTY ROAD 1559 ALBA, TX 75410 | AFLAC | $94 | $0 | $94 | 0.16% |
| JEREMIAH D SMITH3 | 4805 SALMON RUN WAY FORT WORTH, TX 76137 | AFLAC | $87 | $0 | $87 | 0.15% |
| KENNETH L STAGGS3 | 12230 BROOKMEADOW LN DALLAS, TX 75218 | AFLAC | $78 | $0 | $78 | 0.13% |
| CYNTHIA VENTRESS3 Filed as: CYNTHIA C VENTRESS | 13939 VINEHILL DR SUGAR LAND, TX 77498 | AFLAC | $62 | $0 | $62 | 0.10% |
| RICHARD C MCBRAYER3 | 208 ANN DR MARSHALL, TX 75672 | AFLAC | $54 | $0 | $54 | 0.09% |
| MICHAEL SHANE KIRKLAND3 | 137 PLANTATION DR KILEEN, TX 35645 | AFLAC | $53 | $0 | $53 | 0.09% |
| SHAWN M GRAMMER3 | 8143 FM 1616 ATHENS, TX 75752 | AFLAC | $52 | $0 | $52 | 0.09% |
| SANDRA SHARPE3 Filed as: SANDRA KAY JONES | 406 W HILL ST CARTHAGE, TX 75633 | AFLAC | $27 | $0 | $27 | 0.05% |
| LARRY W MARONEY3 | 1230 MOUNTAIN BREEZE CANYON LAKE, TX 78133 | AFLAC | $21 | $0 | $21 | 0.04% |
| THE JAMES B OSWALD COMPANY3 Filed as: JAMES ROBERT BLAKEY | 221 CALUMET PL SAN ANTONIO, TX 78209 | AFLAC | $21 | $0 | $21 | 0.04% |
| BRIAN EDWARD BASS3 | PO BOX 1207 CANTON, TX 75103 | AFLAC | $17 | $0 | $17 | 0.03% |
| TAMELA GALE WELLBORN3 | 117 OLIVER ST DOUGLASSVILLE, TX 75560 | AFLAC | $14 | $0 | $14 | 0.02% |
| ROY R CHAVERS3 | 913 BIRCHWOOD DR WYLIE, TX 75098 | AFLAC | $13 | $0 | $13 | 0.02% |
| MICHAEL DEAN GIST3 | PO BOX 5107 TEXARKANA, TX 75505 | AFLAC | $9 | $0 | $9 | 0.02% |
| POWELL A JOHNSON III3 | 9074 ELM TREE CIR TYLER, TX 75703 | AFLAC | $9 | $0 | $9 | 0.02% |
| MICHAEL C WALKER3 Filed as: MICHAEL T RUSHING | 21973 FM 15 TROUP, TX 75789 | AFLAC | $9 | $0 | $9 | 0.02% |
| JARED N JONES3 | 6902 RANCH FORREST DR COLUMBUS, GA 31904 | AFLAC | $8 | $0 | $8 | 0.01% |
| RONALD N GRAVES3 | 831 S FLORES ST STE 2407 SAN ANTONIO, TX 78204 | AFLAC | $7 | $0 | $7 | 0.01% |
| RICHARD COLE JR.3 Filed as: RICHARD C COLE JR | 2404 PECAN ST TEXARKANA, AR 71854 | AFLAC | $4 | $0 | $4 | 0.01% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: CHARLOTTE WARFORD-BROWN | 1051 GOLF DR BRANSON WEST, MO 65737 | AFLAC | $4 | $0 | $4 | 0.01% |
| CAROLYN J LEE3 | 1412 MAIN ST STE 504 TEXARKANA, AR 75501 | AFLAC | $3 | $0 | $3 | 0.01% |
| D AND V BUTLER INC3 | 105 LONG LEAF PL MADISON, MS 39110 | AFLAC | $3 | $0 | $3 | 0.01% |
| J DAVID BUTLER3 | 1375 LENOIR RHYNE BLVD STE 210 HICKORY, NC 28602 | AFLAC | $2 | $0 | $2 | 0.00% |
| JEFFERY TAL WEBB3 | 900 PIERREMONT RD STE 114 SHREVEPORT, LA 71106 | AFLAC | $1 | $0 | $1 | 0.00% |
| RICKY POLSER3 | 1210 COUNTY ROAD 4930 LEONARD, TX 75452 | AFLAC | $1 | $0 | $1 | 0.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL GULF SO | PO BOX 2158 RIVERSIDE, CA 92516 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $1K | $914 | $2K | 7.99% |
| SCOTT GOLDMAN3 | 94 TARPON DR SEA GIRT, NJ 08750 | SUN LIFE ASSURANCE COMPANY OF CANADA | $3K | — | $3K | 13.75% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON SOUTHEAST INC | 2101 6TH AVE NORTH FL 7 STE 725 BIRMINGHAM, AL 35203 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $31 | $2K | 12.93% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF TENNESSEE INC | 26 CENTURY BLVD C/O J P MORGAN CHASE NASHVILLE, TN 37214 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $154 | $154 | 1.26% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF ALABAMA INC | PO BOX 2407 FL 7 STE 725 MOBILE, AL 36652 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $104 | $104 | 0.85% |
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 | 6,103 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 6,103 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(7 contracts, 3 carriers) | BLUE CROSS AND BLUE SHIELD OF ALABAMA | 317 | $9.9M |
| Dental(11 contracts, 9 carriers) | AMERITAS LIFE INSURANCE CORP. OF NEW YORK | 1,197 | $1.4M |
| Vision(3 contracts, 3 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 153 | $313K |
| Life insurance(4 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 6,103 | $2.1M |
| Short-term disability(8 contracts, 6 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 6,103 | $2.4M |
| Long-term disability(5 contracts, 3 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 6,103 | $2.2M |
| Prescription drug(5 contracts) | BLUE CROSS AND BLUE SHIELD OF ALABAMA | 317 | $8.9M |
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE COMPANY | 3,017 | $1.0M |
| Other(10 contracts, 4 carriers) | BLUE CROSS AND BLUE SHIELD OF ALABAMA | 6,103 | $11.0M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 6,103 | — |
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."
No prospect flags tripped on this filing.