| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| STEVEN THRASHER3 | 7631 HWY 21 SOUTH BERRYVILLE, AR 72616 | AFLAC | $299 | $0 | $299 | 4.43% |
| JOSEPH E JAMESON3 | 368 COUNTY ROAD 457 BERRYVILLE, AR 72616 | AFLAC | $248 | $25 | $273 | 4.04% |
| SHAWN REED3 | 1408 S B STREET ROGERS, AR 72756 | AFLAC | $199 | $0 | $199 | 2.95% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: RONALD JOE BENTLEY | 6301 FIELDCREST DR FORT SMITH, AR 72916 | AFLAC | $71 | $0 | $71 | 1.05% |
| JOE DOUGLAS HALL3 | 5822 SUE LANE LAVACA, AR 72941 | AFLAC | $68 | $0 | $68 | 1.01% |
| DAVID J MCCLELLAN3 Filed as: DAVID JOHN HANNANT | 14830 NE 167TH ST WOODINVILLE, WA 98072 | AFLAC | $48 | $0 | $48 | 0.71% |
| STEPHEN GRAY3 | 4806 LAWSON LAKE LANE RICHMOND, TX 77407 | AFLAC | $35 | $7 | $42 | 0.62% |
| STEVEN THRASHER3 | 368 CR 457 BERRYVILLE, AR 72616 | AFLAC | $22 | $11 | $33 | 0.49% |
| WILLIAM M HURLEY3 | 712 S CHILTON TYLER, TX 75701 | AFLAC | $23 | $7 | $30 | 0.44% |
| CAMMIE HARP SCOTT3 | 2816 N THOMPSON SPRINGDALE, AR 72764 | AFLAC | $28 | $0 | $28 | 0.41% |
| LEANN POTTER3 | 445 CANYON DR MESQUITE, NV 89027 | AFLAC | $13 | $0 | $13 | 0.19% |
| DAVID C SIMS3 | 4504 MOURNING DOVE DR ROGERS, AR 72758 | AFLAC | $8 | $0 | $8 | 0.12% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: RONALD F BROWN | 5150 BAY TOWN CONWAY, AR 72034 | AFLAC | $7 | $0 | $7 | 0.10% |
| AMY GREEN3 Filed as: AMY F GREEN | 715 E 53RD ST SAVANNAH, GA 31405 | AFLAC | $6 | $0 | $6 | 0.09% |
| BYRON KEITH BURRELL3 | 2330 QUATTLEBAUM CV CONWAY, AR 72034 | AFLAC | $2 | $0 | $2 | 0.03% |
| TONYA SUE ELMORE3 | 1930 S HIGHWAY 71 E MANSFIELD, AR 72944 | AFLAC | $2 | $0 | $2 | 0.03% |
| MATTHEW T JAMES3 | 1024 BOURLAND RD KELLER, TX 76248 | AFLAC | $2 | $0 | $2 | 0.03% |
| TESSIE P CANTRELLE3 | 1340 WEST TUNNEL BLVD STE 650 HOUMA, LA 70360 | AFLAC | $1 | $0 | $1 | 0.01% |
| CHARLES L CHANCELLOR3 | 903 WEATHERFORD DR BENTON, AR 72015 | AFLAC | $1 | $0 | $1 | 0.01% |
| REBECCA LYNN CARTER3 | 436 RIVERLYN DR FAYETTEVILLE, AR 72703 | AFLAC | $1 | $0 | $1 | 0.01% |
| JOHN TIMOTHY MCRAE3 | 1315 PLEASANT POINTE CIR BRYANT, AR 72022 | AFLAC | $1 | $0 | $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 | 120 | 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) | 120 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTHCARE INSURANCE COMPANY | 306 | $255K |
| Dental | UNITEDHEALTHCARE INSURANCE COMPANY | 306 | $255K |
| Life insurance | AFLAC | 12 | $7K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 306 | — |
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.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.