| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ROBERT SANFORD3 | 3420 HIGHWAY 39 NORTH MERIDIAN, MS 39301 | BLUE CROSS BLUE SHIELD OF MS, INC | $64K | — | $64K | 1.97% |
| BENEFITS MANAGEMENT GROUP3 Filed as: BENEFITS MANAGEMENT GROUP INC | PO BOX 3340 MERIDIAN, MS 393033340 | METROPOLITAN LIFE INSURANCE COMPANY | $48K | — | $48K | 14.03% |
| BENEFITS MANAGEMENT GROUP3 Filed as: BENEFITS MANAGEMENT GROUP INC | 3420 HIGHWAY 39 NORTH MERIDIAN, MS 39301 | METROPOLITAN LIFE INSURANCE COMPANY | — | $4K | $4K | 1.20% |
| BENEFITS MANAGEMENTS GROUP INC3 | 2011 23RD AVE MERIDIAN, MS 39301 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $29K | — | $29K | 12.76% |
| COWLEY INSURANCE SERVICES INC3 | 1781 SUMMERLAKE DR TUPELO, MS 38801 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14K | $3K | $17K | 7.37% |
| JASON RYAN SHEFFIELD3 | 125 MCGRAPH COVE SALTILLO, MS 38866 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8K | — | $8K | 3.36% |
| STEVEN WELTON GREGORY3 | 614 CAMELLIA POINTE BLVD. OCEAN SPRINGS, MS 39564 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $2K | $6K | 2.54% |
| APRIL MECHATTO3 | 123 BAYOU CIRCLE GULFPORT, MS 39507 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $177 | $4K | 1.56% |
| ROBBINS RESEARCH AND PLANNING INC3 | 731 AVIGNON DR RIDGELAND, MS 39157 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $884 | $3K | 1.13% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: FISHER BROWN BOTTRELL INSURANCE INC | P.O BOX 1490 JACKSON, MS 39215 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | — | $1K | 0.56% |
| PAM ENTERPRISES INC3 | 839 REUNION CIRCLE PLACE BILOXI, MS 39532 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $1 | $1K | 0.55% |
| PORTER A BURKE3 | 113 N MCGREGOR STREET WIGGINS, MS 39577 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $352 | — | $352 | 0.15% |
| JAUDON AND ASSOCIATES, LLC3 | P.O BOX 1393 STARKVILLE, MS 39760 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $310 | — | $310 | 0.14% |
| THE JAMES B OSWALD COMPANY3 Filed as: JAMES MICHAEL EMIDY | P.O BOX 2021 RIDGELAND, MS 39158 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $215 | — | $215 | 0.09% |
| HOLLINGSWORTH BENEFITS SOLUTIONS3 | 2 WIGEON RAYMOND, MS 39154 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $97 | — | $97 | 0.04% |
| SEHC BENEFITS LLC3 | 211 SAWBRIDGE DR. RIDGELAND, MS 39157 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $86 | — | $86 | 0.04% |
| J MICHAEL NORRIS INC3 | 731 AVIGNON DR RIDGELAND, MS 39157 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $38 | — | $38 | 0.02% |
| THOMAS A TURNER IV INSURANCE LLC3 | 909 BAY RIDGE DRIVE JACKSON, MS 39211 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $35 | — | $35 | 0.02% |
| ASHLEY S WALDRUP3 | 295 POSEY LANE VAUGHAN, MS 39179 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $27 | — | $27 | 0.01% |
| JOSEPH L GREENE3 | 7443 POPLAR PIKE GERMANTOWN, TN 38138 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $23 | — | $23 | 0.01% |
| LISA S LEE3 | 5794 SCR 131 MORTON, MS 39117 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | — | $12 | 0.01% |
| KENNETH CARPENTER3 | 671 WHEATLEY COVE COLLIERVILLE, TN 38017 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | — | $9 | 0.00% |
| STRATEGIC FINANCIAL PARTNERS3 Filed as: STRATEGIC FINANCIAL PARTNERS LLC | 949 SHADY GROVE RD S MEMPHIS, TN 38120 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.00% |
| INSURANCE CONSULTING GROUP INC3 | 4735 SPOTTSWOOD MEMPHIS, TN 38117 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 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 | 611 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 611 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF MS, INC | 611 | $3.2M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 1,022 | $343K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 1,022 | $343K |
| Life insurance(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 1,022 | $571K |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 1,022 | $343K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,022 | — |
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.