| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| TIMOTHY HOLIFIELD3 | — | BLUE CROSS BLUE SHIELD OF MS INC | $9K | — | $9K | 1.10% |
| TURNER III, THOMAS A3 | PO BOX 14207 JACKSON, MS 39236 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $6K | — | $6K | 3.24% |
| BXS INSURANCE INC3 Filed as: BANCORPSOUTH INSURANCE SERVICE | 2909 13TH STREET FLOOR 4 PO BOX 250 GULF PORT, MS 39502 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $1K | $1K | 0.57% |
| BXS INSURANCE INC3 Filed as: BANCORPSOUTH INSURANCE SERVICE | 2909 13TH STREET FLOOR 4 PO BOX 250 GULF PORT, MS 39502 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $3K | — | $3K | 4.45% |
| BXS INSURANCE INC2 Filed as: BANCORPSOUTH INSURANCE SERVICES, IN | — | UNITED CONCORDIA INSURANCE COMPANY | $6K | — | $6K | 10.03% |
| ANGELA LOUISE SMITH3 | 106 GREEN DRIVE JACKSON, MS 39211 | AFLAC | $309 | — | $309 | — |
| LYNN C WENTWORTH3 | 137 EXECUTIVE DRIVE SUITE E MADISON, MS 39110 | AFLAC | $167 | — | $167 | — |
| MATTHEW D BUTLER3 | 123 CENTER PARK DRIVE SUITE 102 KNOXVILLE, TN 37922 | AFLAC | $78 | — | $78 | — |
| D AND V BUTLER INC3 | 601 CRESCENT BOULEVARD SUITE 102 RIDGELAND, MS 39157 | AFLAC | $27 | — | $27 | — |
| JACK E LEE II3 | 502 TREELINE DRIVE BRANDON, MS 39042 | AFLAC | $24 | — | $24 | — |
| AON CONSULTING INC3 Filed as: C HEWITT INC | 309 NEWPOINTE DRIVE SUITE B RIDGELAND, MS 39157 | AFLAC | $15 | — | $15 | — |
| CHRISTIAN ANDRE LEVERN3 | 109 MILLCREEK CORNERS SUITE D BRANDON, MS 39047 | AFLAC | $15 | — | $15 | — |
| ROBERT EDWARD HARDWICK3 | 120 LAKEWOOD DRIVE CROSSVILLE, TN 38558 | AFLAC | $13 | — | $13 | — |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: FISHER BROWN BOTTRELL INC. | PO BOX 1490 JACKSON, MS 39215 | AFLAC | $12 | — | $12 | — |
| KIMBERLY J BURNHAM3 | 3343 LANELL LANE PEARL, MS 39208 | AFLAC | $8 | — | $8 | — |
| JENNIFER MARIE MALLEY3 | 4551 OFFICE PARK DRIVE JACKSON, MS 39206 | AFLAC | $6 | — | $6 | — |
| D P SMITH3 Filed as: DP SMITH | PO BOX 16671 JACKSON, MS 39236 | AFLAC | $4 | — | $4 | — |
| NICHOLE RENEE LEVERN3 | 109 MILLCREEK CORS SUITE D BRANDON, MS 39047 | AFLAC | $4 | — | $4 | — |
| LYNN C WENTWORTH3 | 137 EXECUTIVE DRIVE SUITE E MADISON, MS 39110 | AFLAC | $3 | — | $3 | — |
| ANGELA LOUISE SMITH3 | 106 GREEN DRIVE JACKSON, MS 39211 | AFLAC | $15K | $1K | $16K | — |
| CHRISTIAN ANDRE LEVERN3 | 109 MILLCREEK CORNERS SUITE D BRANDON, MS 39047 | AFLAC | $5K | $299 | $5K | — |
| JOSEPH Y STINGLEY3 | PO BOX 2336 BRANDON, MS 39043 | AFLAC | $3K | — | $3K | — |
| AON CONSULTING INC3 Filed as: C HEWITT INC | 309 NEWPOINTE DRIVE SUITE B RIDGELAND, MS 39157 | AFLAC | $2K | $192 | $2K | — |
| D AND V BUTLER INC3 | 601 CRESCENT BOULEVARD SUITE 102 RIDGELAND, MS 39157 | AFLAC | $817 | $192 | $1K | — |
| AON CONSULTING INC3 Filed as: CLAUDE H HEWITT | 309 NEW POINTE SUITE B RIDGELAND, MS 39157 | AFLAC | $657 | $108 | $765 | — |
| J DAVID BUTLER3 | 601 CRESENT BOULEVARD SUITE 102 RIDGELAND, MS 39157 | AFLAC | $382 | $108 | $490 | — |
| LYNN C WENTWORTH3 | 137 EXECUTIVE DRIVE SUITE E MADISON, MS 39110 | AFLAC | $482 | — | $482 | — |
| KIMBERLY J BURNHAM3 | 3343 LANELL LANE PEARL, MS 39208 | AFLAC | $338 | $60 | $398 | — |
| NICHOLE RENEE LEVERN3 | 109 MILLCREEK CORS SUITE D BRANDON, MS 39047 | AFLAC | $237 | — | $237 | — |
| D P SMITH3 Filed as: DP SMITH | PO BOX 16671 JACKSON, MS 39236 | AFLAC | $215 | — | $215 | — |
| AMANDA M RAY3 | 3127 GREENFIELD ROAD LOT 180 PEARL, ME 39208 | AFLAC | $212 | — | $212 | — |
| AMANDA M RAY3 | 3127 GREENFIELD ROAD LOT 272 PEARL, MS 39208 | AFLAC | $132 | — | $132 | — |
| LYNN C WENTWORTH3 | 137 EXECUTIVE DRIVE SUITE E MADISON, MS 39110 | AFLAC | $128 | — | $128 | — |
| TOM W DAVIDSON3 | 11750 VILLAGE GREEN DRIVE MAGNOLIA SPRINGS, AL 36555 | AFLAC | $78 | — | $78 | — |
| RONALD EUGENE WALLACE3 | PO BOX 1355 BAY MINETTTE, AL 36507 | AFLAC | $72 | — | $72 | — |
| WILLIAM E TYNER3 | 118 APACHE COURT CLINTON, MS 39056 | AFLAC | $58 | — | $58 | — |
| DOROTHY A SCOTT3 | 2465 HIGHWAY 15 SOUTH OVETT, MS 39464 | AFLAC | $57 | — | $57 | — |
| ROBERT EDWARD HARDWICK3 | 120 LAKEWOOD DRIVE CROSSVILLE, TN 38558 | AFLAC | $57 | — | $57 | — |
| MICHELLE S PRYOR3 | 210 PLEASANT GROVE ALTAIR ROAD LAUREL, MS 39443 | AFLAC | $57 | — | $57 | — |
| SAIC INC3 | 4245 MILGEN ROAD COLUMBUS, GA 31907 | AFLAC | $56 | — | $56 | — |
| JOSEPH E PARKER JR3 | 2516 OLD HIGHWAY 24 SUITE A HATTIESBURG, ME 39402 | AFLAC | $41 | — | $41 | — |
| DAVID B RAY3 | 5122 STONEWOOD DRIVE SMYRNA, TN 37167 | AFLAC | $36 | — | $36 | — |
| MATTHEW D BUTLER3 | 123 CENTER PARK DRIVE SUITE 102 KNOXVILLE, TN 37922 | AFLAC | $32 | — | $32 | — |
| WILLIS TOWERS WATSON US LLC3 Filed as: JOSEPH H WILLIS | 1853 PENNY ROYAL COURT MONUMENT, CO 80132 | AFLAC | $31 | — | $31 | — |
| MARK BUTLER INC3 | 13155 A SHRINERS BOULEVARD BILOXI, ME 39532 | AFLAC | $23 | — | $23 | — |
| ANDREW ROBINSON GOWDEY3 | PO BOX 392 MADISON, MS 39130 | AFLAC | $18 | — | $18 | — |
| J STANLEY JAMES3 | PO BOX 309 MOSELLE, MS 39459 | AFLAC | $16 | — | $16 | — |
| JOHANTHON E POINTER3 | 9224 THOROUGHBRED RUN FAIRHOPE, AL 36532 | AFLAC | $11 | — | $11 | — |
| KELSEY EVERT3 | 541 NORTH MOUNT JULIET ROAD SUITE 2201A MOUNT JULIET, TN 37122 | AFLAC | $10 | — | $10 | — |
| KELSEY DAVID EVERT3 | 541 NORTH MOUNT JULIET ROAD SUITE 2201A MOUNT JULIET, TN 37211 | AFLAC | $9 | — | $9 | — |
| MATTHEW SHANE STRONG3 | 4437 SOUNDSIDE DRIVE GULF BREEZE, FL 32563 | AFLAC | $6 | — | $6 | — |
| SHARON E PRINE3 | 90 DYESS CIRCLE COLUMBIA, MS 39429 | AFLAC | $5 | — | $5 | — |
| BRENT L GOODE3 | 2000 GLEN ECHO ROAD SUITE 204 NASHVILLE, TN 37215 | AFLAC | $5 | — | $5 | — |
| CHRISTOPHER WAYNE THOMPSON3 | 1829 38TH STREET MERIDIAN, MS 39305 | AFLAC | $4 | — | $4 | — |
| J NELSON LLC3 | PO BOX 1251 WAYNESBORO, ME 39367 | AFLAC | $3 | — | $3 | — |
| GWENDALYN G MCCOOL3 | 177 ADAMSVILLE ROAD BRIDGEWATER, NJ 08807 | AFLAC | $2 | — | $2 | — |
| MICHELLE B RILEY3 Filed as: MICHELLE B MURPHY | PO BOX 263 MERIDIAN, MS 39302 | AFLAC | $2 | — | $2 | — |
| PATRICK A MCCOOL3 | 177 ADAMSVILLE ROAD BRIDGEWATER, NJ 08807 | AFLAC | $1 | — | $1 | — |
| MATTHEW W BOESHORE3 | 2007 SLAYTON DRIVE SPRING HILL, TN 37174 | AFLAC | $1 | — | $1 | — |
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 | 130 | 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) | 130 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF MS INC | 233 | $858K |
| Dental(3 contracts, 2 carriers) | UNITED CONCORDIA INSURANCE COMPANY | 182 | $55K |
| Vision(2 contracts) | AFLAC | 65 | $0 |
| Life insurance(3 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 130 | $58K |
| Short-term disability(2 contracts) | AFLAC | 65 | $0 |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 252 | $179K |
| Other(3 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 130 | $58K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 252 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.