| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| AARON WADE BENBOW | 3934 AMADAS DRIVE CORPUS CHRISTI, TX 78414 | AFLAC | $3K | $87 | $3K | 4.31% |
| MICHAEL HUNTER Filed as: MICHAEL F. HUNTER | PO BOX 2826 MUSCLE SHOALS, AL 35662 | AFLAC | $1K | $132 | $1K | 2.07% |
| JACKIE C TACK | 7 ALTADENA DRIVE PUEBLO, CO 81005 | AFLAC | $1K | $56 | $1K | 2.00% |
| MARILYN HUNTER Filed as: MARILYN D. HUNTER | PO BOX 2826 MUSCLE SHOALS, AL 35662 | AFLAC | $666 | — | $666 | 1.04% |
| JONI S WOBORNY BUNKER Filed as: JONI S. WOBORNY BUNKER | 1837 VIRGINIA DR. MANHATTAN, KS 66502 | AFLAC | $585 | — | $585 | 0.92% |
| KAREN J COMPTON | 2630 FARM BUREAU RD STE A MANHATTAN, KS 66502 | AFLAC | $526 | $40 | $566 | 0.89% |
| JANEL THRASH | 7209 LINDENWOOD DR. CORPUS CHRISTI, TX 78414 | AFLAC | $555 | — | $555 | 0.87% |
| ALEXANDER A ARTMAN | 15321 YARDARM COURT CORPUS CHRISTI, TX 78416 | AFLAC | $507 | $17 | $524 | 0.82% |
| FRED H STREIFF | 301 N MAIN STREET SUITE 207 PUEBLO, CO 81003 | AFLAC | $455 | $11 | $466 | 0.73% |
| WORTHAM SAN ANTONIO INC Filed as: JOHN SHELBY AMOS | 4245 MILGEN ROAD COLUMBUS, GA 31907 | AFLAC | $292 | $26 | $318 | 0.50% |
| CHRISTOPHER R MONTELONGO | 5205 GLENMONT DR. CORPUS CHRISTI, TX 78415 | AFLAC | $276 | — | $276 | 0.43% |
| JOSEPH P CALARCO Filed as: JOSEPH N MCBRIDE | 106 AMY LN MUSCLE SHOALS, AL 35661 | AFLAC | $187 | $24 | $211 | 0.33% |
| BRANDY BERRY | 14634 RED RIVER DR. CORPUS CHRISTI, TX 78410 | AFLAC | $209 | — | $209 | 0.33% |
| DAVID R ZUNIGA | 6131 36TH STREET LUBBOCK, TX 79407 | AFLAC | $198 | — | $198 | 0.31% |
| JASON L WEEKS | 204 SOUTH MAIN SUITE 120 130 KELLER, TX 76248 | AFLAC | $164 | $24 | $188 | 0.29% |
| SAIC INC | 4245 MILGEN ROAD COLUMBUS, GA 31907 | AFLAC | $183 | — | $183 | 0.29% |
| WILLIAM M HURLEY | 7125 CHILTON TYLER, TX 75701 | AFLAC | $153 | — | $153 | 0.24% |
| THOMAS J PITZENBERGER | 1200 NW SOUTH OUTDER RD. STE 116 BLUE SPRINGS, MO 64015 | AFLAC | $131 | $11 | $142 | 0.22% |
| ARICCA WALLACE | 2957 NEVADA ST. MANHATTAN, KS 66502 | AFLAC | $127 | — | $127 | 0.20% |
| GWEN AYLWARD Filed as: GWEN A AYLWARD | 2630 FARM BUREAU RD SUITE A MANHATTAN, KS 66502 | AFLAC | $116 | $7 | $123 | 0.19% |
| GIBBS MORGAN | 1004 RIVERSIDE DR. APT 18 TUSCALOOSA, AL 35401 | AFLAC | $100 | — | $100 | 0.16% |
| RAYMOND M RIGIROZZI | 109 DEAUVILLE LN PUEBLO, CO 81005 | AFLAC | $94 | — | $94 | 0.15% |
| ANTONIA DAVILA | 4900 N 23RD STREET MCALLEN, TX 78504 | AFLAC | $74 | $17 | $91 | 0.14% |
| CLINT WEIGHT | 3204 NORTH ACADEMY BLVD SUITE 130 COLORADO SPRINGS, CO 80917 | AFLAC | $80 | — | $80 | 0.13% |
| R AND L SUPPLEMENTAL BENEFITS INC | PO BOX 893 FLORENCE, AL 35631 | AFLAC | $57 | — | $57 | 0.09% |
| REX L BROOKS Filed as: REX L. BROOKS | PO BOX 893 FLORENCE, AL 35631 | AFLAC | $52 | — | $52 | 0.08% |
| MICHAEL SHANE KIRKLAND | 327 S WALNUT STREET FLORENCE, AL 35630 | AFLAC | $50 | — | $50 | 0.08% |
| JONATHAN SAMUEL KIRKLAND | 4245 MILGEN ROAD COLUMBUS, GA 31907 | AFLAC | $49 | — | $49 | 0.08% |
| KIEFER GROUP INSURANCE AGCY LLC | 155 INVERNESS DR W SUITE 300 ENGLEWOOD, CO 80112 | AFLAC | $35 | $11 | $46 | 0.07% |
| NATHAN HARRISON | 16024 MANCHESTER RD 2ND FLOOR SUITE 200 ELLISVILLE, MO 63011 | AFLAC | $45 | — | $45 | 0.07% |
| JAMES C FLETCHER | 131 N SANTA FE AVE SUITE 140 SALINA, KS 67401 | AFLAC | $43 | — | $43 | 0.07% |
| BARBARA BAROS | 5301 GOSHEN CT CORPUS CHRISTI, TX 78413 | AFLAC | $40 | — | $40 | 0.06% |
| MICHELLE M BARRETT | 201 LINDSAY TRAIL FORT PIERRE, SD 57532 | AFLAC | $35 | — | $35 | 0.05% |
| BRAD J SCHUMACHER | 718 MAIN ST STE 205 HAYS, KS 67601 | AFLAC | $25 | $7 | $32 | 0.05% |
| LINDA R MENDEZ | 15321 YARDARM CT CORPUS CHRISTI, TX 78418 | AFLAC | $23 | $9 | $32 | 0.05% |
| REBECCA J SNEDDON | 315 YUCCA STREET PUEBLO, CO 81007 | AFLAC | $29 | — | $29 | 0.05% |
| CATHIE TATE | 110 SUMMER WIND CIR MADISON, AL 35758 | AFLAC | $28 | — | $28 | 0.04% |
| MICHAEL R LOWE | 5922 SHARM DRIVE MANHATTAN, KS 66503 | AFLAC | $25 | — | $25 | 0.04% |
| RONALD A MONSON | 104 SAN CARLOS RD CONDO G PUEBLO, CO 81005 | AFLAC | $23 | — | $23 | 0.04% |
| JULIE THOMPSON PRIOR | 600 FERN MEADOW LOOP APT 306 MIDLOTHIAN, VA 23114 | AFLAC | $20 | — | $20 | 0.03% |
| STELLA BUSTOS-CARILLO | 1100 S MAIN SUITE 12 LAS CRUCES, NM 88005 | AFLAC | $20 | — | $20 | 0.03% |
| MATTHEW P GAHM | 6754 SILVERWIND CIRCLE COLORADO SPRINGS, CO 80923 | AFLAC | $18 | — | $18 | 0.03% |
| STEVEN L MOORE | 8336 BRITTANY PL MONTGOMERY, AL 36117 | AFLAC | $17 | — | $17 | 0.03% |
| WILLINGHAM INC | 1502 N METCALF LOUISBURG, KS 66053 | AFLAC | $12 | — | $12 | 0.02% |
| JAMIE L HORN | 309 W LINDEN AVE PUEBLO, CO 81007 | AFLAC | $11 | — | $11 | 0.02% |
| JOHN P THOMPSON | 6395 S KEWAUNEE WAY SUITE 425 AURORA, CO 80016 | AFLAC | $11 | — | $11 | 0.02% |
| ASHLEY ANN BUSTOS | 2886 FOUNTAIN AVE LAS CRUCES, NM 88007 | AFLAC | $9 | — | $9 | 0.01% |
| TOMMY LEON MCKEE | 5013 FOREST OAKS DR. LAS VEGAS, NV 89149 | AFLAC | $5 | — | $5 | 0.01% |
| CSC IS LLC | 2730 TINSLEY DR. SUITE 106 RICHMOND, VA 23235 | AFLAC | $4 | — | $4 | 0.01% |
| JAMES A SCOTT & SON INC Filed as: JAMES R HILL SR | 9701 GAYTON RD STE 6 RICHMOND, VA 23238 | AFLAC | $2 | — | $2 | 0.00% |
| BENJAMIN O THOMPSON SR Filed as: BENJAMIN O THOMPSON SR. | 2012 GAMELAW COURT MIDLOTHIAN, VA 23113 | AFLAC | $1 | — | $1 | 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 | 197 | 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) | 197 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | BLUECROSS AND BLUESHIELD OF ALABAMA | 197 | $880K |
| Dental | BLUECROSS AND BLUESHIELD OF ALABAMA | 197 | $816K |
| Vision | CARRIER VISION SERVICE PLAN | 117 | $16K |
| Prescription drug | BLUECROSS AND BLUESHIELD OF ALABAMA | 197 | $816K |
| Other | BLUECROSS AND BLUESHIELD OF ALABAMA | 197 | $816K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 197 | — |
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.