| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BOTTRELL-JACKSON FISHER BROWN BOTTR | 248 EAST CAPITOL STREET SUITE 1200 JACKSON, MS 39201 | GULF GUARANTY LIFE | $86K | — | $86K | 15.00% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: FISHER BROWN BOTTRELL INSURANCE INC | 248 EAST CAPITOL STREET SUITE 1200 JACKSON, MS 39201 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $24K | $3K | $27K | 11.19% |
| NATIONAL BENEFIT CENTER3 | 23825 COMMERCE PARK BEACHWOOD, OH 44122 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $3K | $3K | 1.36% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: FISHER BROWN BOTTRELL INSURANCE INC | PO BOX 1490 JACKSON, MS 39215 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $22K | $620 | $23K | 10.73% |
| SEHC BENEFITS LLC3 | 211 SAWBRIDGE DRIVE RIDGELAND, MS 39157 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11K | $3K | $13K | 6.21% |
| J MICHAEL NORRIS INC3 | 731 AVIGNON DRIVE SUITE 1 RIDGELAND, MS 39157 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5K | $548 | $5K | 2.35% |
| ROBBINS RESEARCH AND PLANNING INC3 | 11012 COVINGTON WAY OXFORD, MS 38655 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $1K | $3K | 1.44% |
| HOLLINGSWORTH BENEFITS SOLUTIONS3 Filed as: HOLLINGSWORTH BENEFITS SOLUTION | 2 WIGEON LANE RAYMOND, MS 39154 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $1K | $3K | 1.37% |
| FRANK WOODWARD CRAIG3 | 731 AVIGNON DRIVE SUITE 1 RIDGELAND, MS 39157 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $689 | $2K | $2K | 1.08% |
| KATIE MULLINS WALDROP3 | 1042 POPLAR SPRINGS ROAD MENDENHALL, MS 39114 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $312 | $2K | 0.99% |
| STEVEN WELTON GREGORY3 | 614 CAMELLIA POINTE BOULEVARD OCEAN SPRINGS, MS 39564 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $705 | $73 | $778 | 0.36% |
| DON M BROOKS3 | PO BOX 2112 OXFORD, MS 38655 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $639 | $81 | $720 | 0.33% |
| LINDA CURLEY3 | 315 BANJO STREET NASHVILLE, TN 37207 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $674 | $20 | $694 | 0.32% |
| JUDITH MARIE DAVIS3 | 919 KIZER MOUTAIN ROAD BYHALIA, MS 38611 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $549 | $43 | $592 | 0.27% |
| BARNETT BENEFITS GROUP INC3 | 101 BARNETT ROAD LONOKE, AR 72086 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $459 | $24 | $483 | 0.22% |
| BISHOP INSURANCE, LLC3 Filed as: BISHOP INSURANCE LLC | 113 HOMESTEAD DRIVE BOILING SPRINGS, SC 29316 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $459 | $2 | $461 | 0.21% |
| CHRISTOPHER DAVID CASH3 | 128 BARTON AVENUE MARION, AR 72364 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $410 | $19 | $429 | 0.20% |
| HALEY MCCANN SHIPE3 | 655 PROMENADEE APARTMENT 5100 IRVING, TX 75039 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $324 | — | $324 | 0.15% |
| PORSCHE LOVE3 | PO BOX 1555 DECATUR, GA 30031 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $266 | — | $266 | 0.12% |
| CYNTHIA L RAY3 | 2116 FAIRFAIELD PIKE SHELBYVILLE, TN 37160 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $244 | — | $244 | 0.11% |
| COWLEY INSURANCE SERVICES INC3 | C/O COWLEY INSURANCE SERVICES PLANTERSVILLE, MS 38862 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $191 | $29 | $220 | 0.10% |
| ROGERS BENEFIT GROUP INC3 Filed as: JIMMY RAY ROGERS | 954 HEATHER LAKE DRIVE COLLIERVILLE, TN 38017 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $63 | $59 | $122 | 0.06% |
| INSGROUP INC3 Filed as: 1ST CHOICE DIRECT INSURANCE GROUP L | 10 CANEBRAKE BOULEVARD SUITE 110-79 FLOWOOD, MS 39232 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $103 | $2 | $105 | 0.05% |
| SARA MULLINS3 | PO BOX 735 MENDENHALL, MS 39114 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $93 | $1 | $94 | 0.04% |
| JANICE D RUCKS3 | 1204 CHAMBERLAIN NO 4 MEMPHIS, TN 38119 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $89 | — | $89 | 0.04% |
| TERESA M CAMPBELL3 | 106 RENAISSANCE CIRCLE MAULDIN, SC 29662 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $35 | $51 | $86 | 0.04% |
| GINGER MULLINS & COMPANY INC3 | 1 WEATHERSTONE PT LITTLE ROCK, AR 72211 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $59 | $16 | $75 | 0.03% |
| DEBBIE PERKINS3 | 9655 BRUNSWICK DRIVE BRENTWOOD, TN 37027 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $52 | $18 | $70 | 0.03% |
| C & K BENEFITS LLC3 | 106 RENAISSANCE CIRCLE MAULDIN, SC 29662 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $35 | $34 | $69 | 0.03% |
| DENNIS E TRAYWICK3 | 6738 FLAT CREEK ROAD COTTAGE GROVE, TN 37046 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $37 | $30 | $67 | 0.03% |
| ADVANCED BENEFIT SYSTEM INC3 | 145 RIVER LANDING DRIVE UNIT 203 DANIEL ISLAND, SC 29492 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $24 | $36 | $60 | 0.03% |
| DANIEL JAMES PERKINS3 | 9655 BRUNSWICK DRIVE BRENTWOOD, TN 37027 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $51 | — | $51 | 0.02% |
| GASPARD EMPLOYEE BENEFITS LLC3 | 102 RED OAK LANE BRANDON, MS 39042 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $41 | $8 | $49 | 0.02% |
| RACHEL WINGFIELD3 | 10287 WATERFORD ROAD COLLIERVILLE, TN 38017 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $40 | — | $40 | 0.02% |
| JASON RYAN SHEFFIELD3 | 125 MCGRAPH CV SALTILLO, MS 38866 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $39 | — | $39 | 0.02% |
| LISA S LEE3 | 5794 SCR 131 MORTON, MS 39117 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $37 | — | $37 | 0.02% |
| ROBERT W ALLEN3 | 102 FLOYD BURNS ROAD EL PASO, AR 72045 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $35 | $1 | $36 | 0.02% |
| DAVID SPARKS PURVIS3 | 3840 SADDLE BND OLIVE BRANCH, MS 38654 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $36 | — | $36 | 0.02% |
| GRADY RANDALL GULLETT3 | PO BOX 60 HATTIEVILLE, AR 72063 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $24 | $9 | $33 | 0.02% |
| DORIS M KERCHNER3 | 1875 KERRY CREEK DRIVE MARIETTA, GA 30066 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $31 | — | $31 | 0.01% |
| DW YOUNG AGENCY INC3 | 47 CHURCH ROAD STOCKBRIDGE, GA 30281 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $30 | — | $30 | 0.01% |
| LVI BENEFITS SERVICES LLC3 | 2985 SURREY RIDGE ROAD CLARKSILLE, TN 37043 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $23 | — | $23 | 0.01% |
| THOMESE SCALES-BARANCO3 | C/O TSG FINANCIAL SERVICES STONE MOUNTAIN, GA 30083 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $20 | — | $20 | 0.01% |
| GAB INTERNATIONAL LLC3 | 67 ASHTON PLACE NEWNAN, GA 30265 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $20 | — | $20 | 0.01% |
| DEBBIE RENEA CUNNINGHAM3 | 3764 CALISTA ROAD CROSS PLAINS, TN 37049 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $16 | — | $16 | 0.01% |
| MARY DAUGHERTY3 | PO BOX 119 ROCKY TOP, TN 37769 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $13 | — | $13 | 0.01% |
| MELISSA DAWN BULLARD3 | 2520 MOUNT VERNON ROAD CHAPEL HILL, TN 37034 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | — | $12 | 0.01% |
| VALENT GROUP3 Filed as: VALENT GROUP LLC | 3500 BLUE LAKE DRIVE SUITE 120 VESTAVIA, AL 35243 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | — | $12 | 0.01% |
| LORETTA PACKER3 | 704 SPRING HILL DRIVE MADISON, MS 39110 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | — | $10 | 0.00% |
| JOSEPH L GREENE3 | 3597 GREENSIDE DRIVE APARTMENT 103 MEMPHIS, TN 38125 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.00% |
| DEIRDRE B HOEHN3 | 30885 FRESH POND DRIVE OCEAN VIEW, DE 19970 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.00% |
| THOMAS A TURNER IV INSURANCE LLC3 | 909 BAY RIDGE DRIVE JACKSON, MS 39211 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.00% |
| KEITH TOBIAS3 Filed as: KEITH STYANLEY TOBIAS | 1366 DUNRAVEN DRIVE MURFREESBORO, TN 37128 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.00% |
| AIMEE STONE3 | 3604 COVENTRY CIRCLE VESTAVIA, AL 35243 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.00% |
| TODD BOOZER3 | 2900 CAHABA ROAD SUITE G 5 MOUNTAIN BRK, AL 35223 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.00% |
| USI INSURANCE SERVICES LLC3 | 180 PARK AVENUE 1ST FLOOR FLORHAM PARK, NJ 07932 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| CARLA BURWELL3 | 3012 WESLEY ROAD SPRING HILL, TN 37174 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| ENROLLMENT TECHNOLOGIES INC3 | 1995 TROTTERS RIDGE WAY ROSWELL, GA 30075 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| PLM SOLUTIONS INC3 | 557 GRAVES ROAD WEDOWEE, AL 36278 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| KAREN TOBIAS3 | 1366 DUNRAVEN DRIVE MURFREESBORO, TN 37128 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| D'ARCIPRETE & ASSOCIATES INC3 | 12945 US HIGHWAY 331 MONTGOMERY, AL 36105 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| MCO PARTNERS LLC3 | 6 LATHROP AVENUE UNIT B MADISON, NJ 07940 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: FISHER BROWN BOTTRELL INSURANCE INC | 248 EAST CAPITOL STREET SUITE 1200 JACKSON, MS 39201 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $37K | $4K | $41K | 22.40% |
| NATIONAL BENEFIT CENTER3 | 23825 COMMERCE PARK BEACHWOOD, OH 44122 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $4K | $4K | 2.06% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: FISHER BROWN BOTTRELL INSURANCE INC | 248 EAST CAPITOL STREET SUITE 1200 JACKSON, MS 39201 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $19K | $3K | $22K | 17.14% |
| NATIONAL BENEFIT CENTER3 | 23825 COMMERCE PARK BEACHWOOD, OH 44122 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $2K | $2K | 1.84% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: FISHER BROWN BOTTRELL INSURANCE INC | 248 EAST CAPITOL STREET SUITE 1200 JACKSON, MS 39201 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $5K | $2K | $7K | 7.05% |
| NATIONAL BENEFIT CENTER3 | 23825 COMMERCE PARK BEACHWOOD, OH 44122 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $2K | $2K | 1.76% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: FISHER BROWN BOTTRELL INSURANCE INC | 248 EAST CAPITOL STREET SUITE 1200 JACKSON, MS 39201 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $7K | $1K | $8K | 14.39% |
| NATIONAL BENEFIT CENTER3 | 23825 COMMERCE PARK BEACHWOOD, OH 44122 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $1K | $1K | 2.05% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: FISHER BROWN BOTTRELL INSURANCE INC | 248 EAST CAPITOL STREET SUITE 1200 JACKSON, MS 39201 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $681 | $5K | 17.65% |
| NATIONAL BENEFIT CENTER3 | 23825 COMMERCE PARK BEACHWOOD, OH 44122 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $583 | $583 | 2.27% |
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 | 581 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 7 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 589 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS AND BLUE SHIELD OF ALABAMA | 585 | $5.0M |
| Dental | UNITED OF OMAHA LIFE INSURANCE COMPANY | 567 | $244K |
| Vision | UNITED OF OMAHA LIFE INSURANCE COMPANY | 508 | $59K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 581 | $209K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 428 | $127K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 323 | $101K |
| Prescription drug | BLUE CROSS AND BLUE SHIELD OF ALABAMA | 585 | $5.0M |
| Other(4 contracts, 3 carriers) | GULF GUARANTY LIFE | 592 | $999K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 592 | — |
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.