| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| JOSHUA L CLINE3 | 120 GREENVIEW PL STE 3 RICHLAND, MS 39218 | AFLAC | $5K | $1 | $5K | 4.71% |
| LYNWOOD ANTHONY KANE3 | 2182 QUAIL HL BRANDON, MS 39042 | AFLAC | $3K | $7 | $3K | 2.82% |
| MARGARITA M STANFORD3 | 1601 LAURELWOOD DR CLINTON, MS 39056 | AFLAC | $2K | $2 | $2K | 2.41% |
| AKLINE ANCILLARY GROUP LLC3 | 4190 WAVERLY RD WEST POINT, MS 39773 | AFLAC | $1K | — | $1K | 1.38% |
| CHRIS WILSON3 Filed as: CHRIS BLAIR WILSON | 7886 HUNTERS CROSSING CORDOVA, TN 38018 | AFLAC | $999 | — | $999 | 1.01% |
| CHRISTIAN ANDRE LEVERN3 | 1929 SPILLWAY RD STE D BRANDON, MS 39047 | AFLAC | $855 | $2 | $857 | 0.87% |
| CHARLES DAVID BRAY3 | 1044 W SIXTH STREET WESSON, MS 39191 | AFLAC | $546 | — | $546 | 0.55% |
| AON CONSULTING INC3 Filed as: C HEWITT INC | 308 LAKE VILLAGE DR MADISON, MS 39110 | AFLAC | $489 | — | $489 | 0.50% |
| JOHN D KEYS3 | 816 ANNANDALE RD MADISON, MS 39110 | AFLAC | $327 | $2 | $329 | 0.33% |
| SHANNON L MCBRIDE3 | 635 SYCAMORE RD COLLIERVILLE, TN 38017 | AFLAC | $175 | — | $175 | 0.18% |
| KATHERINE B CLENNEY3 | 296 N OAK GROVE RD MEMPHIS, TN 38120 | AFLAC | $157 | — | $157 | 0.16% |
| RICHARD TYLER AKERS3 | 4190 WAVERLY RD WEST POINT, MS 39773 | AFLAC | $143 | — | $143 | 0.14% |
| ROBERT T GRIFFIN3 | 5133 CANTON HEIGHTS DR JACKSON, MS 39211 | AFLAC | $138 | — | $138 | 0.14% |
| WILLIAM E TYNER3 | 8016 BALLARD PL TRUSSVILLE, AL 35173 | AFLAC | $135 | — | $135 | 0.14% |
| MELISSA B BOYLE3 | 4125 E WILDWOOD DR PHOENIX, AZ 85048 | AFLAC | $130 | — | $130 | 0.13% |
| TIMOTHY J REED3 Filed as: TIMOTHY S INGRAM | 1731 MOUNT ZION RD JACKSONVILLE, IL 62650 | AFLAC | $117 | — | $117 | 0.12% |
| HOWARD EATON3 | 3141 PRAIRIE ROSE DR NORWALK, IA 50211 | AFLAC | $113 | — | $113 | 0.11% |
| TED M HINSON3 | 212 CAMELOT WAY BRANDON, MS 39047 | AFLAC | $85 | — | $85 | 0.09% |
| MOWDY FINANCIAL LLC3 | P O BOX 3340 RIDGELAND, MS 39158 | AFLAC | $79 | — | $79 | 0.08% |
| ROSALYN C SYLVESTER3 | 5965 HIGHWAY 18 W STE 307 JACKSON, MS 39209 | AFLAC | $78 | — | $78 | 0.08% |
| CALLIE HALL3 | 401 WOODLAND HILLS CT MADISON, MS 39110 | AFLAC | $77 | — | $77 | 0.08% |
| MARK BUTLER INC3 | 747 HOLLY HILLS DR BILOXI, MS 39532 | AFLAC | $72 | — | $72 | 0.07% |
| WALTER LUCAS JR3 | 5365 RED FOX RD JACKSON, MS 39211 | AFLAC | $67 | — | $67 | 0.07% |
| J LEE & ASSOCIATES INC3 | 120 GREENVIEW PL STE 3 RICHLAND, MS 39218 | AFLAC | $59 | — | $59 | 0.06% |
| ROBERT P HARE3 | 6324 TARTON FIELDS LN MASON, OH 45040 | AFLAC | $57 | — | $57 | 0.06% |
| LYNN C WENTWORTH3 | 164 ASHTON PARK BLVD MADISON, MS 39110 | AFLAC | $44 | — | $44 | 0.04% |
| BENJAMIN J PIERCE3 | 5414 OLD WEST POINT RD COLUMBUS, MS 39701 | AFLAC | $42 | — | $42 | 0.04% |
| NEIL M MORGAN JR3 | 1904 ELLIS DR MAIDENS, VA 23102 | AFLAC | $41 | — | $41 | 0.04% |
| J DAVID BUTLER3 Filed as: DAVID G LOWTHER | 1020 LARAMIE CT MADISON, MS 39110 | AFLAC | $38 | — | $38 | 0.04% |
| RANDALL D LADNER3 | 6 GREENBRIAR DR GULFPORT, MS 39507 | AFLAC | $36 | — | $36 | 0.04% |
| RENESHIA S HOBSON3 | 100 WINTERBURY DR MADISON, MS 39110 | AFLAC | $31 | — | $31 | 0.03% |
| MICHELLE BRANSCOME3 | 97 SOUTHLAKES DR GRENADA, MS 38901 | AFLAC | $29 | — | $29 | 0.03% |
| ANGELA LOUISE SMITH3 | 1220 E NORTHSIDE DR STE 170 JACKSON, MS 39211 | AFLAC | $28 | — | $28 | 0.03% |
| GREG GRIFFITH3 Filed as: GREG W GRIFFITH | 393 TENNESSEE ST APT 1 MEMPHIS, TN 38103 | AFLAC | $28 | — | $28 | 0.03% |
| PETER B WILKINSON JR3 | 1408 LANCELOT AVE WOLFFORTH, TX 79382 | AFLAC | $27 | — | $27 | 0.03% |
| DANIEL E TORRES3 | 1750 FARMINGTON CIR WELLINGTON, FL 33414 | AFLAC | $27 | — | $27 | 0.03% |
| JENNIFER MARIE MALLEY3 | 420 S CHURCH ST FLORENCE, MS 39073 | AFLAC | $27 | — | $27 | 0.03% |
| BETTY O HALL3 | 22 BEE LINE DR VICKSBURG, MS 39180 | AFLAC | $27 | — | $27 | 0.03% |
| CHRISTY W FISHER3 | 75 COUNTY ROAD 7461 BALDWYN, MS 38824 | AFLAC | $26 | — | $26 | 0.03% |
| ANGELA MARIE VERGENAL3 | 911 DARTEZ DR NEW IBERIA, LA 70563 | AFLAC | $26 | — | $26 | 0.03% |
| D P SMITH3 | 519 SHALOM WAY FLOWOOD, MS 39232 | AFLAC | $25 | — | $25 | 0.03% |
| CYNTHIA D BURROUGHS3 | 543 ROAD 1411 NETTLETON, MS 38858 | AFLAC | $22 | — | $22 | 0.02% |
| MARK MARQUEZ3 Filed as: MARK A MARQUEZ | 8601 N BLACK CANYON HWY STE 209 PHOENIX, AZ 85021 | AFLAC | $18 | — | $18 | 0.02% |
| JAMES VERGENAL3 Filed as: JAMES A VERGENAL | 911 DARTEZ DR NEW IBERIA, LA 70563 | AFLAC | $17 | — | $17 | 0.02% |
| DENISE C FUCHS3 | 238 PRIVATE ROAD 3049 OXFORD, MS 38655 | AFLAC | $17 | — | $17 | 0.02% |
| SHARON V SCOTT3 Filed as: SHARON SCOTT | 1130 MARGARET BLVD GREENVILLE, MS 38703 | AFLAC | $5 | $11 | $16 | 0.02% |
| MATTHEW D BUTLER3 | 123 CENTER PARK DR STE 102 KNOXVILLE, TN 37922 | AFLAC | $15 | — | $15 | 0.02% |
| RICHARD R KIMBROUGH3 | 6380 N PARK MEADOW WAY APT 203 BOISE, ID 83713 | AFLAC | $15 | — | $15 | 0.02% |
| WALLACE B SANDERS JR3 | 14 NORTHTOWN DR STE 202 JACKSON, MS 39211 | AFLAC | $15 | — | $15 | 0.02% |
| JONATHAN L PENNINGTON3 | 1154 RAVENNA CV COLLIERVILLE, TN 38017 | AFLAC | $14 | — | $14 | 0.01% |
| WILLIAM A BRIGGS3 | 1731 GAY THOMPSON RD RAMER, TN 38367 | AFLAC | $14 | — | $14 | 0.01% |
| CHRISTIE MARZARI3 Filed as: CHRISTIE M MARZARI | 202 DUBLIN CT BRANDON, MS 39047 | AFLAC | $12 | — | $12 | 0.01% |
| ALAN W MARTIN3 | 12524 MALLARD BAY DR KNOXVILLE, TN 37922 | AFLAC | $11 | — | $11 | 0.01% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: RONALD F BROWN | 5150 BAY TOWN CONWAY, AR 72034 | AFLAC | $9 | — | $9 | 0.01% |
| YVONNE G ROBINSON3 Filed as: YVONNE ROBINSON | 540 SCR 88 MIZE, MS 39116 | AFLAC | $9 | — | $9 | 0.01% |
| E SPEED INC3 | 129 GLENWOOD BND MADISON, MS 39110 | AFLAC | $6 | $3 | $9 | 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% |
| CHRISTOPHER S HARDY3 Filed as: CHRISTOPHER HARDY | P O BOX 872 TUPELO, MS 38802 | 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% |
| DARLA STILL3 | PO BOX 1071 BELZONI, MS 39038 | AFLAC | $3 | $3 | $6 | 0.01% |
| CHADWICK EUBORN STUART3 | 258 SAINT PAUL ST PEARL, MS 39208 | AFLAC | $5 | — | $5 | 0.01% |
| THOMAS EDWARD SHEFFIELD3 | P O BOX 151 MCCOOL JUNCTION, NE 68401 | AFLAC | $5 | — | $5 | 0.01% |
| M FRANK BATES JR3 | 8662 LENOX WAY MONTGOMERY, AL 36116 | AFLAC | $5 | — | $5 | 0.01% |
| A JULIA OSBOURNE3 | 9201 W BROWARD BLVD PLANTATION, FL 33324 | AFLAC | $5 | — | $5 | 0.01% |
| GREGORY J WEEKS3 | 730 AVIGNON DR STE 101 RIDGELAND, MS 39157 | AFLAC | $5 | — | $5 | 0.01% |
| LESLIE K KIMBROUGH3 | P O BOX 273488 BOCA RATON, FL 33427 | AFLAC | $5 | — | $5 | 0.01% |
| VICKI M BUTLER3 | 105 LONG LEAF PL MADISON, MS 39110 | AFLAC | $4 | — | $4 | 0.00% |
| LAUREN S GREENE3 | 436D COUNTY ROAD 57 DENNIS, MS 38838 | AFLAC | $4 | — | $4 | 0.00% |
| TONYA SUE ELMORE3 | 1930 HIGHWAY 71 E MANSFIELD, AR 72944 | AFLAC | $4 | — | $4 | 0.00% |
| MICHAEL L HENDERSON3 Filed as: MICHAEL HENDERSON | 16 COLT LOOP GREENBRIER, AR 72058 | AFLAC | $3 | — | $3 | 0.00% |
| JOSHUA LEE JONES3 | 1087 VIA PRINCIPALE NEW BRAUNFELS, TX 78132 | AFLAC | $3 | — | $3 | 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% |
| EUGENE W HALL3 | 22 BEE LINE DR VICKSBURG, MS 39180 | AFLAC | $3 | — | $3 | 0.00% |
| JAY S OLEARY3 | 1802 EAVES CT NOLENSVILLE, TN 37135 | AFLAC | $3 | — | $3 | 0.00% |
| DAVID WATSON3 | PO BOX 3094 BRENTWOOD, TN 37024 | AFLAC | $2 | — | $2 | 0.00% |
| ANITA ATKINSON3 Filed as: ANITA D ATKINSON | P O BOX 738 BRANDON, MS 39043 | AFLAC | $2 | — | $2 | 0.00% |
| LOUIS CULLEN SMITH3 Filed as: LOUIS SMITH | 3205 QUIET TREE GROVE OLD HICKORY, TN 37138 | AFLAC | $1 | — | $1 | 0.00% |
| DAVID M CRUMLEY3 Filed as: DAVID CRUMLEY | 132 SEDONA WOODS TRL NOLENSVILLE, TN 37135 | AFLAC | $1 | — | $1 | 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% |
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. |
| 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) | 0 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | AFLAC | 223 | $99K |
| Vision | AFLAC | 223 | $99K |
| Life insurance | AFLAC | 223 | $99K |
| Short-term disability | AFLAC | 223 | $99K |
| Other | AFLAC | 223 | $99K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 223 | — |
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.
Final-filing indicator set. Plan is winding down; don't waste sales effort here.