| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| JOSHUA PRIESTLEY3 | 127 JENNY DRIVE MADISON, AL 35756 | AMFIRST | $32K | — | $32K | 13.00% |
| LAKESHORE BENEFIT ALLIANCE LLC3 Filed as: LAKESHORE BENEFIT ALLIANCE | 700 37TH ST S BIRMINGHAM, AL 35222 | AMFIRST | $14K | — | $14K | 5.50% |
| MWL3 | PO BOX 14067 JACKSON, MS 39236 | AMFIRST | $12K | — | $12K | 5.00% |
| LBA SERVICE LLC3 Filed as: LBA SERVICE, LLC | 700 37TH STREET S BIRMINGHAM, AL 35222 | AMFIRST | $1K | — | $1K | 0.50% |
| THE PRIESTLEY COMPANY3 | 3500 BLUE LAKE DR STE 280 BIRMINGHAM, AL 35243 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $21K | — | $21K | 13.87% |
| THE PRIESTLEY COMPANY3 | 3100 SUNVIEW DR STE 100 BIRMINGHAM, AL 35243 | UNITED CONCORDIA INSURANCE COMPANY | $12K | — | $12K | 9.99% |
| THE PRIESTLEY COMPANY3 | 3500 BLUE LAKE DR STE 280 BIRMINGHAM, AL 35243 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $10K | — | $10K | 13.86% |
| THE PRIESTLEY COMPANY3 | 3500 BLUE LAKE DR STE 280 BIRMINGHAM, AL 35243 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $4K | — | $4K | 13.85% |
| RANDY L BENNETT3 | 196 RITHAS WAY HUNTSVILLE, AL 35811 | TRANSAMERICA LIFE INSURANCE COMPANY | $3K | — | $3K | 14.00% |
| MICHELLE L BENNETT3 | 1060 WINCHESTER ROAD HUNTSVILLE, AL 35811 | TRANSAMERICA LIFE INSURANCE COMPANY | $335 | — | $335 | 1.60% |
| DEBORAH WOLKIEWICZ3 | 3376 STONE CREEK DRIVE CHATTANOOGA, TN 37405 | TRANSAMERICA LIFE INSURANCE COMPANY | $2 | — | $2 | 0.01% |
| THE PRIESTLEY COMPANY | 3500 BLUE LAKE DR STE 280 BIRMINGHAM, AL 35243 | CANOPY INSURANCE CORP | $2K | — | $2K | 9.97% |
| THE PRIESTLEY COMPANY3 | 3500 BLUE LAKE DRIVE, SUITE 280 BIRMINGHAM, AL 35243 | NATIONAL GUARDIAN LIFE | $1K | — | $1K | 9.97% |
| LIFE LINE BENEFIT CONSULTANTS3 | 1060 WINCHESTER RD HUNTSVILLE, AL 35811 | AMERICAN HERITAGE LIFE | $2K | — | $2K | 17.31% |
| MICHELLE L BENNETT3 | 1060 WINCHESTER RD HUNTSVILLE, AL 35811 | AMERICAN HERITAGE LIFE | $189 | — | $189 | 1.66% |
| RANDY L BENNETT3 | 1060 WINCHESTER RD HUNTSVILLE, AL 35811 | AMERICAN HERITAGE LIFE | $172 | — | $172 | 1.51% |
| EDGAR R LEHMAN SR.3 | 1060 WINCHESTER RD HUNTSVILLE, AL 35811 | AMERICAN HERITAGE LIFE | $67 | — | $67 | 0.59% |
| THE PRIESTLEY COMPANY3 | 3500 BLUE LAKE DR STE 280 BIRMINGHAM, AL 35243 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $886 | — | $886 | 13.86% |
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)(4 contracts, 3 carriers) | BLUE CROSS AND BLUE SHIELD OF ALABAMA | 189 | $2.1M |
| Dental(2 contracts, 2 carriers) | UNITED CONCORDIA INSURANCE COMPANY | 340 | $145K |
| Vision(2 contracts, 2 carriers) | CANOPY INSURANCE CORP | 153 | $28K |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 72 | $69K |
| Short-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 106 | $26K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 225 | $152K |
| Prescription drug(2 contracts) | BLUE CROSS AND BLUE SHIELD OF ALABAMA | 187 | $1.8M |
| Other(3 contracts, 3 carriers) | BLUE CROSS AND BLUE SHIELD OF ALABAMA | 452 | $1.8M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 452 | — |
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.