| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| JOSHUA L CLINE3 | 349 BOTELER RD FLORENCE, MS 39073 | AFLAC | $4K | $49 | $4K | 3.98% |
| CHRIS WILSON3 Filed as: CHRIS BLAIR WILSON | 7886 HUNTERS CROSSING CORDOVA, TN 38018 | AFLAC | $3K | $42 | $3K | 3.41% |
| MARGARITA M STANFORD3 | 1601 LAURELWOOD DR CLINTON, MS 39056 | AFLAC | $2K | $39 | $2K | 1.79% |
| LYNWOOD ANTHONY KANE3 | 2182 QUAIL HL BRANDON, MS 39042 | AFLAC | $758 | $50 | $808 | 0.80% |
| CHARLES DAVID BRAY3 | 1044 W SIXTH STREET WESSON, MS 39191 | AFLAC | $705 | — | $705 | 0.70% |
| AON CONSULTING INC3 Filed as: C HEWITT INC | 308 LAKE VILLAGE DR MADISON, MS 39110 | AFLAC | $636 | — | $636 | 0.63% |
| SHANNON L MCBRIDE3 | 2004 HUALAPAI LN GUNTERSVILLE, AL 35976 | AFLAC | $590 | $8 | $598 | 0.59% |
| JOHN D KEYS3 | 816 ANNANDALE RD MADISON, MS 39110 | AFLAC | $559 | $38 | $597 | 0.59% |
| TIMOTHY J REED3 Filed as: TIMOTHY S INGRAM | 1731 MOUNT ZION RD JACKSONVILLE, IL 62650 | AFLAC | $452 | $8 | $460 | 0.46% |
| CHRISTIAN ANDRE LEVERN3 | 1929 SPILLWAY RD STE D BRANDON, MS 39047 | AFLAC | $319 | — | $319 | 0.32% |
| CHRISTIAN ANDRE LEVERN3 | 109 MILLCREEK CORS STE D BRANDON, MS 39047 | AFLAC | $221 | $38 | $259 | 0.26% |
| STAN A HALL3 | 401 WOODLAND HILLS CT C MADISON, MS 39110 | AFLAC | $186 | — | $186 | 0.18% |
| KATHERINE B CLENNEY3 | P O BOX 562 PARSONS, TN 38363 | AFLAC | $184 | — | $184 | 0.18% |
| ROBERT T GRIFFIN3 | 5133 CANTON HEIGHTS DR JACKSON, MS 39211 | AFLAC | $180 | — | $180 | 0.18% |
| RICHARD TYLER AKERS3 | 109 MILLCREEK CORS BRANDON, MS 39047 | AFLAC | $179 | — | $179 | 0.18% |
| WILLIAM E TYNER3 | P O BOX 1206 TRUSSVILLE, AL 35173 | AFLAC | $153 | — | $153 | 0.15% |
| TED M HINSON3 | 212 CAMELOT WAY BRANDON, MS 39047 | AFLAC | $151 | — | $151 | 0.15% |
| HOWARD EATON3 | 3141 PRAIRIE ROSE DR NORWALK, IA 50211 | AFLAC | $130 | — | $130 | 0.13% |
| MELISSA B BOYLE3 | 4125 E WILDWOOD DR PHOENIX, AZ 85048 | AFLAC | $109 | — | $109 | 0.11% |
| ROSALYN C SYLVESTER3 | 5965 HIGHWAY 18 W STE 307 JACKSON, MS 39209 | AFLAC | $86 | — | $86 | 0.09% |
| BETTY O HALL3 | 22 BEE LINE DR VICKSBURG, MS 39180 | AFLAC | $84 | — | $84 | 0.08% |
| MOWDY FINANCIAL LLC3 | P O BOX 3340 RIDGELAND, MS 39158 | AFLAC | $79 | — | $79 | 0.08% |
| WILLIAM S HAMMONS JR3 | 723 PECAN GROVE CIR GREENWOOD, MS 38930 | AFLAC | $75 | — | $75 | 0.07% |
| AKLINE ANCILLARY GROUP LLC3 | 4190 WAVERLY RD WEST POINT, MS 39773 | AFLAC | $74 | — | $74 | 0.07% |
| WALTER LUCAS JR3 | 5365 RED FOX RD JACKSON, MS 39211 | AFLAC | $67 | — | $67 | 0.07% |
| BENJAMIN J PIERCE3 | 78 MILL RD COLUMBUS, MS 39702 | AFLAC | $66 | — | $66 | 0.07% |
| MARK BUTLER INC3 | 13155 SHRINERS BLVD STE A BILOXI, MS 39532 | AFLAC | $60 | — | $60 | 0.06% |
| J LEE & ASSOCIATES INC3 | 120 GREENVIEW PL STE 3 RICHLAND, MS 39218 | AFLAC | $59 | — | $59 | 0.06% |
| JONATHAN L PENNINGTON3 | 1485 SISKIN DR CORDOVA, TN 38016 | AFLAC | $57 | — | $57 | 0.06% |
| RENESHIA S HOBSON3 | 100 WINTERBURY DR MADISON, MS 39110 | AFLAC | $56 | — | $56 | 0.06% |
| ROBERT P HARE3 | 6324 TARTON FIELDS LN MASON, OH 45040 | AFLAC | $54 | — | $54 | 0.05% |
| LYNN C WENTWORTH3 | 164 ASHTON PARK BLVD MADISON, MS 39110 | AFLAC | $51 | — | $51 | 0.05% |
| RANDALL D LADNER3 | 6 GREENBRIAR DR GULFPORT, MS 39507 | AFLAC | $48 | — | $48 | 0.05% |
| NEIL M MORGAN JR3 | 1904 ELLIS DR MAIDENS, VA 23102 | AFLAC | $45 | — | $45 | 0.04% |
| J DAVID BUTLER3 Filed as: DAVID G LOWTHER | 1020 LARAMIE CT MADISON, MS 39110 | AFLAC | $38 | — | $38 | 0.04% |
| D AND V BUTLER INC3 | 105 LONG LEAF PL MADISON, MS 39110 | AFLAC | $33 | — | $33 | 0.03% |
| PETER B WILKINSON JR3 | 1408 LANCELOT AVE WOLFFORTH, TX 79382 | AFLAC | $33 | — | $33 | 0.03% |
| JENNIFER MARIE MALLEY3 | 420 S CHURCH ST FLORENCE, MS 39073 | AFLAC | $30 | — | $30 | 0.03% |
| ANGELA LOUISE SMITH3 | 1220 E NORTHSIDE DR STE 170-1948 JACKSON, MS 39211 | AFLAC | $28 | — | $28 | 0.03% |
| A JULIA OSBOURNE3 | 9201 W BROWARD BLVD PLANTATION, FL 33324 | AFLAC | $28 | — | $28 | 0.03% |
| MICHELLE B BRANSCOME3 | 97 SOUTHLAKES DR GRENADA, MS 38901 | AFLAC | $27 | — | $27 | 0.03% |
| CHRISTY W FISHER3 | 104 W MAIN ST BALDWYN, MS 38824 | AFLAC | $26 | — | $26 | 0.03% |
| D P SMITH3 | 519 SHALOM WAY FLOWOOD, MS 39232 | AFLAC | $26 | — | $26 | 0.03% |
| DANIEL E TORRES3 | 1750 FARMINGTON CIR WELLINGTON, FL 33414 | AFLAC | $23 | — | $23 | 0.02% |
| GREG GRIFFITH3 Filed as: GREG W GRIFFITH | 393 TENNESSEE ST APT 1 MEMPHIS, TN 38103 | AFLAC | $22 | — | $22 | 0.02% |
| CYNTHIA D BURROUGHS3 | 543 ROAD 1411 NETTLETON, MS 38858 | AFLAC | $22 | — | $22 | 0.02% |
| ANGELA MARIE VERGENAL3 | 911 DARTEZ DR NEW IBERIA, LA 70563 | AFLAC | $22 | — | $22 | 0.02% |
| MATTHEW D BUTLER3 | 123 CENTER PARK DR STE 102 KNOXVILLE, TN 37922 | AFLAC | $20 | — | $20 | 0.02% |
| CHRISTIE MARZARI3 Filed as: CHRISTIE M MARZARI | 601 CRESCENT BLVD STE 102 RIDGELAND, MS 39157 | AFLAC | $19 | — | $19 | 0.02% |
| MARK MARQUEZ3 Filed as: MARK A MARQUEZ | 8611 N BLACK CANYON HWY STE 106 PHOENIX, AZ 85021 | AFLAC | $18 | — | $18 | 0.02% |
| DENISE C FUCHS3 | 200 SHADOW CREEK DR APT 206 OXFORD, MS 38655 | AFLAC | $17 | — | $17 | 0.02% |
| RICHARD R KIMBROUGH3 | 6380 N PARK MEADOW WAY APT 203 BOISE, ID 83713 | AFLAC | $15 | — | $15 | 0.01% |
| WALLACE B SANDERS JR3 | 15 NORTHTOWN DR STE C JACKSON, MS 39211 | AFLAC | $15 | — | $15 | 0.01% |
| J DAVID BUTLER3 | 404 A W PARKWAY PLACE RIDGELAND, MS 39157 | AFLAC | $15 | — | $15 | 0.01% |
| WILLIAM A BRIGGS3 | 1731 GAY THOMPSON RD RAMER, TN 38367 | AFLAC | $14 | — | $14 | 0.01% |
| JAMES VERGENAL3 Filed as: JAMES A VERGENAL | 911 DARTEZ DR NEW IBERIA, LA 70563 | AFLAC | $14 | — | $14 | 0.01% |
| CHADWICK EUBORN STUART3 | 258 SAINT PAUL ST PEARL, MS 39208 | AFLAC | $13 | — | $13 | 0.01% |
| MARK BUTLER INC3 | 15095 WOODWIND CV BILOXI, MS 39532 | AFLAC | $12 | — | $12 | 0.01% |
| ALAN W MARTIN3 | 12524 MALLARD BAY DR KNOXVILLE, TN 37922 | AFLAC | $11 | — | $11 | 0.01% |
| E SPEED INC3 | 129 GLENWOOD BND MADISON, MS 39110 | AFLAC | $10 | — | $10 | 0.01% |
| GREGORY J WEEKS3 | 730 AVIGNON DR STE 101 RIDGELAND, MS 39157 | AFLAC | $10 | — | $10 | 0.01% |
| BENNY W STENNETT3 | 5 COUNTY ROAD 230 CORINTH, MS 38834 | AFLAC | $9 | — | $9 | 0.01% |
| NANCY S TALLEY3 | P O BOX 5672 BRANDON, MS 39047 | AFLAC | $9 | — | $9 | 0.01% |
| HARDY INSURANCE INC3 | P O BOX 872 TUPELO, MS 38802 | AFLAC | $8 | — | $8 | 0.01% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: RONALD F BROWN | 5150 BAY TOWN CONWAY, AR 72034 | AFLAC | $8 | — | $8 | 0.01% |
| BRAD DEARMAN3 | 448 OAK LAWN DR PEARL, MS 39208 | AFLAC | $7 | — | $7 | 0.01% |
| TAMI S GILL3 | 53 MICHELLE DR BRIGHTON, TN 38011 | AFLAC | $6 | — | $6 | 0.01% |
| VICKI M BUTLER3 | 105 LONG LEAF PL MADISON, MS 39110 | AFLAC | $6 | — | $6 | 0.01% |
| LESLIE K KIMBROUGH3 | P O BOX 273488 BOCA RATON, FL 33427 | AFLAC | $5 | — | $5 | 0.00% |
| THOMAS EDWARD SHEFFIELD3 | P O BOX 151 MCCOOL JUNCTION, NE 68401 | AFLAC | $5 | — | $5 | 0.00% |
| M FRANK BATES JR3 | 8662 LENOX WAY MONTGOMERY, AL 36116 | AFLAC | $5 | — | $5 | 0.00% |
| JOSHUA LEE JONES3 | 1087 VIA PRINCIPALE NEW BRAUNFELS, TX 78132 | AFLAC | $4 | — | $4 | 0.00% |
| LAUREN S GREENE3 | 436D COUNTY ROAD 57 DENNIS, MS 38838 | AFLAC | $4 | — | $4 | 0.00% |
| MCDONALD PLUMMER III3 | 2934 FLEETWOOD DR COLUMBUS, GA 31906 | AFLAC | $3 | — | $3 | 0.00% |
| MP JONES & ASSOCIATES3 | 13846 ATLANTIC BLVD APT 101 JACKSONVILLE, FL 32225 | AFLAC | $3 | — | $3 | 0.00% |
| CHARLES L CHANCELLOR3 | 903 WEATHERFORD DR BENTON, AR 72015 | AFLAC | $3 | — | $3 | 0.00% |
| PAUL G BOWDEN III3 | P O BOX 13647 JACKSON, MS 39236 | AFLAC | $3 | — | $3 | 0.00% |
| CHRISTIAN SCOTT SONES3 | 3846 HEBRON CHURCH RD BENTONIA, MS 39040 | AFLAC | $3 | — | $3 | 0.00% |
| TONYA SUE ELMORE3 | 1930 HIGHWAY 71 E MANSFIELD, AR 72944 | AFLAC | $3 | — | $3 | 0.00% |
| EUGENE W HALL3 | 22 BEE LINE DR VICKSBURG, MS 39180 | AFLAC | $3 | — | $3 | 0.00% |
| ROGERS BENEFIT GROUP INC3 Filed as: NATALIE P ROGERS | 905 OAK TRL CANTON, MS 39046 | AFLAC | $2 | — | $2 | 0.00% |
| JAY S OLEARY3 | 1802 EAVES CT NOLENSVILLE, TN 37135 | AFLAC | $2 | — | $2 | 0.00% |
| ANITA ATKINSON3 Filed as: ANITA D ATKINSON | P O BOX 738 BRANDON, MS 39043 | AFLAC | $2 | — | $2 | 0.00% |
| PAUL M JABOUR3 | 2069 HIGHWAY 28 UNION CHURCH, MS 39668 | AFLAC | $1 | — | $1 | 0.00% |
| JOANNA G MATHERLY3 | 2000 GLEN ECHO RD STE 204 NASHVILLE, TN 37215 | AFLAC | $1 | — | $1 | 0.00% |
| JEREMIAH TROY TALTON3 | 172 BIENVILLE DR MADISON, MS 39110 | AFLAC | $1 | — | $1 | 0.00% |
| VBTN, INC3 | 2000 GLEN ECHO RD STE 204 NASHVILLE, TN 37215 | AFLAC | $1 | — | $1 | 0.00% |
| DAWN T SUCHECKI3 | 225 S WATER ST WILMINGTON, NC 28401 | AFLAC | $1 | — | $1 | 0.00% |
| EVELYN P JAMES3 | P O BOX 12614 JACKSON, MS 39236 | 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 | 135 | 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) | 135 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | AFLAC | 135 | $101K |
| Vision | AFLAC | 135 | $101K |
| Life insurance | AFLAC | 135 | $101K |
| Short-term disability | AFLAC | 135 | $101K |
| Other | AFLAC | 135 | $101K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 135 | — |
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.