| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| TIMOTHY HOLIFIELD3 | — | BLUE CROSS BLUE SHIELD OF MS, INC. | $7K | — | $7K | 0.96% |
| TURNER III, THOMAS A3 | PO BOX 14207 JACKSON, MS 39236 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $5K | — | $5K | 7.84% |
| BXS INSURANCE INC2 Filed as: BANCORPSOUTH INSURANCE SERVICES, IN | — | UNITED CONCORDIA INSURANCE COMPANY | $4K | — | $4K | 9.55% |
| ANGELA LOUISE SMITH3 Filed as: ANGELA SMITH | 106 GREEN DRIVE JACKSON, MS 39211 | AFLAC | $2K | $102 | $2K | 6.23% |
| CHRISTIAN ANDRE LEVERN3 Filed as: CHRISTIAN LEVERN | 109 MILLCREEK CORNERS SUITE D BRANDON, MS 39047 | AFLAC | $915 | $23 | $938 | 2.42% |
| AON CONSULTING INC3 Filed as: C HEWITT INC | 308 LAKE VILLAGE DRIVE MADISON, MS 39110 | AFLAC | $511 | $23 | $534 | 1.38% |
| JOSEPH Y STINGLEY3 Filed as: JOSEPH STINGLEY | PO BOX 2336 BRANDON, MS 39043 | AFLAC | $432 | $12 | $444 | 1.14% |
| LYNN C WENTWORTH3 | 164 ASHTON PARK BOULEVARD MADISON, MS 39110 | AFLAC | $187 | — | $187 | 0.48% |
| D AND V BUTLER INC3 | 601 CRESENT BOULEVARD SUITE 102 RIDGELAND, MS 39157 | AFLAC | $146 | — | $146 | 0.38% |
| DOROTHY A SCOTT3 Filed as: DOROTHY SCOTT | 2465 HIGHWAY 15 S OVETT, MS 39464 | AFLAC | $93 | — | $93 | 0.24% |
| MICHELLE S PRYOR3 Filed as: MICHELLE PRYOR | 5561 HIGHWAY 84 W LAUREL, MS 39443 | AFLAC | $93 | — | $93 | 0.24% |
| D P SMITH3 Filed as: D SMITH | PO BOX 16671 JACKSON, MS 39236 | AFLAC | $74 | — | $74 | 0.19% |
| JOAN M MCSWAIN3 Filed as: JOAN MCSWAIN | 4347 LAKELAND DRIVE FLOWOOD, MS 39232 | AFLAC | $71 | — | $71 | 0.18% |
| KIMBERLY J BURNHAM3 Filed as: KIMBERLY BURNHAM | 3343 LANELL LANE PEARL, MS 39208 | AFLAC | $67 | — | $67 | 0.17% |
| NICHOLE LEVERN3 | 109 MILLCREEK CORS SUITE D BRANDON, MS 39047 | AFLAC | $61 | — | $61 | 0.16% |
| JOSEPH E PARKER JR3 Filed as: JOSEPH PARK JR | 2516 OLD HIGHWAY 24 SUITE F HATTIESBURG, MS 39402 | AFLAC | $57 | — | $57 | 0.15% |
| RANDALL D LADNER3 Filed as: RANDALL LADNER | 6 GREENBRIAR DRIVE GULFPORT, MS 39507 | AFLAC | $47 | — | $47 | 0.12% |
| WILLIAM E TYNER3 Filed as: WILLIAM TYNER | 118 APACHE COURT CLINTON, MS 39056 | AFLAC | $47 | — | $47 | 0.12% |
| AON CONSULTING INC3 Filed as: CLAUDE HEWITT | 308 LAKE VILLAGE DRIVE MADISON, MS 39110 | AFLAC | $34 | — | $34 | 0.09% |
| MARK BUTLER INC3 | 13155 SHRINERS BOULEVARD SUITE A BILOXI, MS 39532 | AFLAC | $33 | — | $33 | 0.09% |
| ROBERT EDWARD HARDWICK3 Filed as: ROBERT HARDWICK | 120 LAKEWOOD DRIVE CROSSVILLE, TN 38558 | AFLAC | $32 | — | $32 | 0.08% |
| D AND V BUTLER INC3 Filed as: J BUTLER | 601 CRESCENT BOULEVARD SUITE 102 RIDGELAND, MS 39157 | AFLAC | $28 | — | $28 | 0.07% |
| PETER B WILKINSON JR3 Filed as: PETER WILKINSON JR | 6202 IOLA AVENUE SUITE 115 LUBBOCK, TX 79424 | AFLAC | $22 | — | $22 | 0.06% |
| MATTHEW SHANE STRONG3 Filed as: MATTHEW STRONG | 5628 SKINNER DRIVE APOLLO BEACH, FL 33572 | AFLAC | $20 | — | $20 | 0.05% |
| VICKI M BUTLER3 Filed as: VICKI BUTLER | 601 CRESCENT BOULEVARD SUITE 102 RIDGELAND, MS 39157 | AFLAC | $20 | — | $20 | 0.05% |
| ANDREW ROBINSON GOWDEY3 Filed as: ANDREW GOWDEY | PO BOX 392 MADISON, MS 39130 | AFLAC | $17 | — | $17 | 0.04% |
| CHRISTIE MARZARI3 | 601 CRESCENT BOULEVARD SUITE 102 RIDGELAND, MS 39157 | AFLAC | $16 | — | $16 | 0.04% |
| MATTHEW D BUTLER3 Filed as: MATTHEW BUTLER | 123 CENTER PARK DRIVE SUITE 102 KNOXVILLE, TN 37922 | AFLAC | $14 | — | $14 | 0.04% |
| DAVID B RAY3 Filed as: DAVID RAY | 5122 STONEWOOD DRIVE SMYRNA, TN 37167 | AFLAC | $12 | — | $12 | 0.03% |
| J JAMES3 | PO BOX 309 MOSELLE, MS 39459 | AFLAC | $7 | — | $7 | 0.02% |
| KELSEY EVERT3 | 2055 NORTH MOUNT JULIET ROAD SUITE 201 MOUNT JULIET, TN 37122 | AFLAC | $6 | — | $6 | 0.02% |
| BRENT GOODE3 | 2000 GLEN ECHO ROAD SUITE 204 NASHVILLE, TN 37215 | AFLAC | $2 | — | $2 | 0.01% |
| TRACY S KENDRICK3 Filed as: TRACY KENDRICK | 535B HILLCREST LOOP PETAL, MS 39465 | AFLAC | $1 | — | $1 | 0.00% |
| MCDONALD PLUMMER III3 | 2934 FLEETWOOD DRIVE COLUMBUS, GA 31906 | AFLAC | $1 | — | $1 | 0.00% |
| MARY ANN TRICE3 Filed as: MARY TRICE | 70 TRACE ROAD LAUREL, MS 39443 | AFLAC | $1 | — | $1 | 0.00% |
| JOSEPH LEDOUX3 | 2411 CARTER AVENUE NASHVILLE, TN 37206 | AFLAC | $1 | — | $1 | 0.00% |
| DAWN T SUCHECKI3 Filed as: DAWN SUCHECKI | 3850 VINE STREET SUITE 130 RIVERSIDE, CA 92507 | AFLAC | $1 | — | $1 | 0.00% |
| 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 | $419 | $3K | 9.20% |
| ANGELA LOUISE SMITH3 | 106 GREEN DRIVE JACKSON, MS 39211 | AFLAC | $971 | — | $971 | 10.77% |
| CHRISTIAN ANDRE LEVERN3 | 109 MILLCREEK CORS SUITE D BRANDON, MS 39047 | AFLAC | $183 | — | $183 | 2.03% |
| LYNN C WENTWORTH3 | 137 EXECUTIVE DRIVE SUITE E MADISON, MS 39110 | AFLAC | $160 | — | $160 | 1.78% |
| AON CONSULTING INC3 Filed as: C HEWITT INC | 308 LAKE VILLAGE DRIVE MADISON, MS 39110 | AFLAC | $119 | — | $119 | 1.32% |
| MATTHEW D BUTLER3 | 123 CENTER PARK DRIVE SUITE 102 KNOXVILLE, TN 37922 | AFLAC | $99 | — | $99 | 1.10% |
| LYNN C WENTWORTH3 | 164 ASHTON PARK BOULEVARD MADISON, MS 39110 | AFLAC | $53 | — | $53 | 0.59% |
| D AND V BUTLER INC3 | 601 CRESCENT BOULEVARD SUITE 102 RIDGELAND, MS 39157 | AFLAC | $35 | — | $35 | 0.39% |
| JACK E LEE II3 | 502 TREELINE DRIVE BRANDON, MS 39042 | AFLAC | $27 | — | $27 | 0.30% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: FISHER BROWN BOTTRELL INC | PO BOX 1490 JACKSON, MS 39215 | AFLAC | $14 | — | $14 | 0.16% |
| KIMBERLY J BURNHAM3 | 3343 LANELL LANE PEARL, MS 39208 | AFLAC | $13 | — | $13 | 0.14% |
| D P SMITH3 | PO BOX 16671 JACKSON, MS 39236 | AFLAC | $10 | — | $10 | 0.11% |
| NICHOLE RENEE LEVERN3 | 109 MILLCREEK CORS SUITE D BRANDON, MS 39047 | AFLAC | $8 | — | $8 | 0.09% |
| JENNIFER MARIE MALLEY3 | 639 SENECA AVENUE JACKSON, MS 39216 | AFLAC | $6 | — | $6 | 0.07% |
| DAWN T SUCHECKI3 | 3850 VINE STREET SUITE 130 RIVERSIDE, CA 92507 | AFLAC | $4 | — | $4 | 0.04% |
| RANDALL D LADNER3 | 6 GREENBRIAR DRIVE GULFPORT, MS 39507 | AFLAC | $3 | — | $3 | 0.03% |
| PETER B WILKINSON JR3 | 6202 IOLA AVENUE SUITE 115 LUBBOCK, TX 79424 | AFLAC | $2 | — | $2 | 0.02% |
| VICKIE M BUTLER3 | 601 CRESCENT BOULEVARD SUITE 102 RIDGELAND, MS 39157 | AFLAC | $1 | — | $1 | 0.01% |
| KIMBERLY J BURNHAM3 | 3343 LANELL LANE PEARL, MS 39208 | AFLAC | $1 | — | $1 | 0.01% |
| JENNIFER MARIE MALLEY3 | 2109 BARRETT AVENUE JACKSON, MS 39204 | AFLAC | $1 | — | $1 | 0.01% |
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 | 123 | 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) | 123 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF MS, INC. | 226 | $741K |
| Dental(3 contracts, 2 carriers) | UNITED CONCORDIA INSURANCE COMPANY | 64 | $89K |
| Life insurance | UNUM LIFE INSURANCE COMPANY OF AMERICA | 131 | $34K |
| Short-term disability | AFLAC | 6 | $9K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 97 | $58K |
| Other(3 contracts, 2 carriers) | AFLAC | 131 | $81K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 226 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.