| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| WILLIAM SPEED3 Filed as: WILLIAM SHOEMAKE III | UNKNOWN YAZOO CITY, MS 39194 | BLUE CROSS AND BLUE SHIELD OF MISSISSIPPI | $55K | $0 | $55K | 2.62% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 920 EBENEZER BOULEVARD, SUITE A MADISON, MS 39110 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $25K | $0 | $25K | 10.00% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 2850 GOLF ROAD, 11TH FLOOR ROLLING MEADOWS, IL 60008 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $0 | $3K | $3K | 1.25% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 920 EBENEZER BOULEVARD, SUITE A MADISON, MS 39110 | STARMOUNT LIFE INSURANCE COMPANY | $12K | $0 | $12K | 10.00% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 2850 GOLF ROAD, 11TH FLOOR ROLLING MEADOWS, IL 60008 | STARMOUNT LIFE INSURANCE COMPANY | $0 | $2K | $2K | 1.25% |
| GALLAGHER BENEFIT SERVICES, INC.3 | PO BOX 2722 MADISON, MS 39130 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $8K | $157 | $8K | 9.50% |
| KATIE MULLINS WALDROP3 Filed as: KATIE M. WALDROP AND OTHE AGENTS | 1042 POPLAR SPRINGS ROAD MENDENHALL, MS 39114 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $4K | $1K | $5K | 6.08% |
| JOHN RENE WALDRUP3 | 295 POSEY LANE VAUGHAN, MS 39179 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $569 | $2K | 2.73% |
| SEHC BENEFITS LLC3 Filed as: SEHC BENEFITS, LLC | 211 SAWBRIDGE DRIVE RIDGELAND, MS 39157 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $530 | $2K | 2.42% |
| J MICHAEL NORRIS INC3 Filed as: J. MICHAEL NORRIS, INC. | 731 AVIGNON DRIVE RIDGELAND, MS 39157 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $192 | $2K | 2.13% |
| ROBBINS RESEARCH AND PLANNING INC3 Filed as: ROBBINS RESEARCH AND PLANNING, INC. | 731 AVIGNON DRIVE RIDGELAND, MS 39157 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $844 | $557 | $1K | 1.66% |
| ASHLEY S WALDRUP3 Filed as: ASHLEY S. WALDRUP | 295 POSEY LANE VAUGHAN, MS 39179 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $368 | $583 | $951 | 1.12% |
| GALLAGHER BENEFIT SERVICES, INC.3 | PO BOX 2722 MADISON, MS 39130 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $31 | $2K | 6.18% |
| ASHLEY S WALDRUP3 Filed as: ASHLEY S. WALDRUP AND OTHER AGENTS | 295 POSEY LANE VAUGHAN, MS 39179 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $992 | $387 | $1K | 3.80% |
| JOHN RENE WALDRUP3 | 295 POSEY LANE VAUGHAN, MS 39179 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $691 | $84 | $775 | 2.14% |
| SEHC BENEFITS LLC3 Filed as: SEHC BENEFITS, LLC | 211 SAWBRIDGE DRIVE RIDGELAND, MS 39157 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $510 | $121 | $631 | 1.74% |
| J MICHAEL NORRIS INC3 Filed as: J. MICHAEL NORRIS, INC. | 731 AVIGNON DRIVE RIDGELAND, MS 39157 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $487 | $33 | $520 | 1.43% |
| ROBBINS RESEARCH AND PLANNING INC3 Filed as: ROBBINS RESEARCH AND PLANNING, INC. | 731 AVIGNON DRIVE RIDGELAND, MS 39157 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $225 | $111 | $336 | 0.93% |
| JULIA B SMITH3 Filed as: JULIA B. SMITH | 3188 DOVER ROAD BENTONIA, MS 39040 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $208 | $17 | $225 | 0.62% |
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 | 257 | 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) | 257 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS AND BLUE SHIELD OF MISSISSIPPI | 340 | $2.1M |
| Dental | STARMOUNT LIFE INSURANCE COMPANY | 166 | $124K |
| Vision | STARMOUNT LIFE INSURANCE COMPANY | 166 | $124K |
| Life insurance | UNUM LIFE INSURANCE COMPANY OF AMERICA | 257 | $250K |
| Short-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 257 | $250K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 257 | $250K |
| Prescription drug | BLUE CROSS AND BLUE SHIELD OF MISSISSIPPI | 340 | $2.1M |
| Other(3 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 257 | $370K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 340 | — |
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.