| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| JOSEPH E JAMESON3 | 903 HAILEY RD LOT 3 BERRYVILLE, AR 72616 | AFLAC | $462 | $9 | $471 | — |
| STEVEN THRASHER3 | 368 CR 457 BERRYVILLE, AR 72616 | AFLAC | $189 | $3 | $192 | — |
| JOE DOUGLAS HALL3 | 5822 SUE LANE LAVACA, AR 72941 | AFLAC | $86 | — | $86 | — |
| GLORIA M WILLIAMS3 | 1443 COLBY CIRCLE SPRINGDALE, AR 72764 | AFLAC | $86 | — | $86 | — |
| JOE DOUGLAS HALL3 Filed as: JOE D HALL | 1502 E MAIN STREET LAVACA, AR 72941 | AFLAC | $62 | — | $62 | — |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: RONALD JOE BENTLEY | 6301 FIELDCREST DR FORT SMITH, AR 72916 | AFLAC | $52 | — | $52 | — |
| WILLIAM M HURLEY3 | 609 SW 8TH ST STE 600 BENTONVILLE, AR 72712 | AFLAC | $50 | — | $50 | — |
| DAVID J MCCLELLAN3 Filed as: DAVID JOHN HANNANT | 11811 NE 1ST ST STE A203 BELLEVUE, WA 98005 | AFLAC | $44 | — | $44 | — |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: RONALD F BROWN | 5150 BAY TOWN CONWAY, AR 72034 | AFLAC | $26 | — | $26 | — |
| CAMMIE HARP SCOTT3 | 2816 N THOMPSON SPRINGDALE, AR 72764 | AFLAC | $25 | — | $25 | — |
| JAMES EDWIN REED3 | 8224 SAN MARCO AVE SPRINGDALE, AR 72762 | AFLAC | $10 | — | $10 | — |
| DAVID J MCCLELLAN3 Filed as: DAVID JOHN HANNANT | 14830 NE 167TH ST WOODINVILLE, WA 98072 | AFLAC | $10 | — | $10 | — |
| LEANN POTTER3 | 445 CANYON DR MESQUITE, NV 89027 | AFLAC | $8 | — | $8 | — |
| DAVID C SIMS3 | 4504 MOURNING DOVE ROGERS, AR 72758 | AFLAC | $7 | — | $7 | — |
| JAMES EDWIN REED3 | 3090 BIRCH PL SPRINGDALE, AR 72762 | AFLAC | $6 | — | $6 | — |
| WILLIAM M HURLEY3 | 208 WATERMARK VICTORIA, TX 77904 | AFLAC | $6 | — | $6 | — |
| AMY GREEN3 Filed as: AMY F GREEN | 4400 ROGERS AVE SUITE B FORT SMITH, AR 72903 | AFLAC | $2 | $3 | $5 | — |
| TESSIE P CANTRELLE3 | 1340 WEST TUNNEL BLVD STE 650 HOUMA, LA 70360 | AFLAC | $2 | $3 | $5 | — |
| AMY GREEN3 Filed as: AMY F GREEN | 715 E 53RD ST SAVANNAH, GA 31405 | AFLAC | $5 | — | $5 | — |
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 | 114 | 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) | 114 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTHCARE INSURANCE COMPANY | 282 | $220K |
| Dental | UNITEDHEALTHCARE INSURANCE COMPANY | 282 | $220K |
| Life insurance | AFLAC | 8 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 282 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.