| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| JERRY DUNCAN3 Filed as: JERRY CROWELL | — | LIBERTY NATIONAL LIFE INSURANCE COMPANY | $41K | — | $41K | 13.67% |
| CLINT MCLAIN3 | — | LIBERTY NATIONAL LIFE INSURANCE COMPANY | $8K | — | $8K | 2.76% |
| LONELL PLYLER3 | — | LIBERTY NATIONAL LIFE INSURANCE COMPANY | $8K | — | $8K | 2.62% |
| KIRK MOTL3 Filed as: KIRK BUTLER | — | LIBERTY NATIONAL LIFE INSURANCE COMPANY | $4K | — | $4K | 1.48% |
| A C EDWARDS INC.3 Filed as: EDWARDS RIKARD | — | LIBERTY NATIONAL LIFE INSURANCE COMPANY | $381 | — | $381 | 0.13% |
| BRIAN WHITE3 Filed as: BRIAN ROWLAND | — | LIBERTY NATIONAL LIFE INSURANCE COMPANY | $228 | — | $228 | 0.08% |
| RITA A FOUBERT3 Filed as: RITA PANNELL | — | LIBERTY NATIONAL LIFE INSURANCE COMPANY | $217 | — | $217 | 0.07% |
| LOUIS R FAIOLA3 Filed as: LOUIS NORRELL, JR. | — | LIBERTY NATIONAL LIFE INSURANCE COMPANY | $189 | — | $189 | 0.06% |
| KATHY WIEDEMANN3 Filed as: KATHY ASHE | — | LIBERTY NATIONAL LIFE INSURANCE COMPANY | $148 | — | $148 | 0.05% |
| RICKY POLSER3 Filed as: RICKY BEARD | — | LIBERTY NATIONAL LIFE INSURANCE COMPANY | $133 | — | $133 | 0.04% |
| JAMIE A CONTRERAS-VESTAL3 Filed as: JAMIE BARNES | — | LIBERTY NATIONAL LIFE INSURANCE COMPANY | $94 | — | $94 | 0.03% |
| DUSTIN PRICE3 Filed as: DUSTIN WATKINS | — | LIBERTY NATIONAL LIFE INSURANCE COMPANY | $77 | — | $77 | 0.03% |
| BRADLEY BOLICK3 Filed as: BRADLEY GRAY | — | LIBERTY NATIONAL LIFE INSURANCE COMPANY | $63 | — | $63 | 0.02% |
| CIARA CLARK3 Filed as: CIARA DISMUKES | — | LIBERTY NATIONAL LIFE INSURANCE COMPANY | $41 | — | $41 | 0.01% |
| LISA A PERRI3 Filed as: LISA BULLOCK | — | LIBERTY NATIONAL LIFE INSURANCE COMPANY | $38 | — | $38 | 0.01% |
| RAYMOND B LINGLE3 Filed as: RAYMOND SMITH | — | LIBERTY NATIONAL LIFE INSURANCE COMPANY | $15 | — | $15 | 0.01% |
| PATRICK RUHLE3 Filed as: PATRICK STAFFORD | — | LIBERTY NATIONAL LIFE INSURANCE COMPANY | $2 | — | $2 | 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 | 0 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 0 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | LIBERTY NATIONAL LIFE INSURANCE COMPANY | 841 | $299K |
| Other | LIBERTY NATIONAL LIFE INSURANCE COMPANY | 841 | $299K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 841 | — |
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.