| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES | COMISSION PROCESSING CENTER PO BOX 896620 CHARLOTTE, NC 28289 | HEALTH ADVANTAGE | $8K | — | $8K | 1.50% |
| RUTHERFORD FINANCIAL SERVICES INC.3 Filed as: MCGROFF INSURANCE SERVICES | COMMISSIONS PROCESSING UNIT GREENSBORO, NC 27409 | DELTA DENTAL OF ARKANSAS | $2K | — | $2K | 5.08% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES | PO BOX 896620 CHARLOTTE, NC 28289 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $5K | — | $5K | 15.80% |
| STEPHENS INSURANCE LLC3 | 111 CENTER ST LITTLE ROCK, AR 72201 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $851 | — | $851 | 4.03% |
| GINGER MULLINS & COMPANY INC3 Filed as: GINGER MULLINS AND CO INC | 1701 CENTERVIEW DR LITTLE ROCK, AR 72211 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $410 | $3 | $413 | 1.96% |
| ROBERT ALLEN3 | 39 SUNCREST DR CABOT, AR 72023 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $265 | $2 | $267 | 1.27% |
| BARNETT BENEFITS GROUP INC3 | 101 BARNETT RD LOANOKE, AR 72086 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $146 | — | $146 | 0.69% |
| JENNIFER GRIGGS3 | 101 JULIE LANE BRINKLEY, AR 72021 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $15 | — | $15 | 0.07% |
| KYLE HARDING3 | 520 12TH ST TEXARKANA, TX 75501 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $7 | — | $7 | 0.03% |
| TERRELL & COMPANY INC3 Filed as: TERRELL AGENCY INC | 242 GULFWAY DR HACKBERRY, LA 70645 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.01% |
| DAVID EVANS3 | 2711 YORK CT SOUTHLAKE, TX 76092 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.00% |
| BSK BENEFITS PLUS LLC3 | 585 BEAU CHENE DR MANDEVILLE, LA 70471 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES | PO BOX 896620 CHARLOTTE, NC 29289 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $3K | — | $3K | 16.00% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES | PO BOX 896620 CHARLOTTE, NC 28289 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $3K | — | $3K | 16.00% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICE | COMMISSIONS PROCESSING UNIT GREENSBORO, NC 27409 | DELTA DENTAL OF ARKANSAS | $896 | — | $896 | 10.01% |
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 | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 0 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | HEALTH ADVANTAGE | 458 | $543K |
| Dental | DELTA DENTAL OF ARKANSAS | 397 | $46K |
| Vision | DELTA DENTAL OF ARKANSAS | 291 | $9K |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 345 | $29K |
| Short-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 315 | $19K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 315 | $16K |
| Prescription drug | HEALTH ADVANTAGE | 458 | $543K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 458 | — |
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.
Final-filing indicator set. Plan is winding down; don't waste sales effort here.