| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 3100 ROYAL BOULEVARD SOUTH ALPHARETTA, GA 30022 | AMERICAN UNITED LIFE INSURANCE COMPANY | $14K | — | $14K | 15.00% |
| REGIONS INSURANCE INC3 Filed as: REGIONS INSURANCE INC. | 1500 RIVERFRONT DRIVE LITTLE ROCK, AR 72203 | AMERICAN UNITED LIFE INSURANCE COMPANY | — | $8K | $8K | 8.73% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 3100 ROYAL BOULEVARD SOUTH ALPHARETTA, GA 30022 | AMERICAN UNITED LIFE INSURANCE COMPANY | $4K | — | $4K | 15.00% |
| REGIONS INSURANCE INC3 Filed as: REGIONS INSURANCE, INC. | 1500 RIVERFRONT DRIVE LITTLE ROCK, AR 72203 | AMERICAN UNITED LIFE INSURANCE COMPANY | — | $2K | $2K | 8.23% |
| PROFESSIONAL ENROLLMENT CONCEPTS3 | 6200 SAVOY DRIVE SUITE 345 HOUSTON, TX 770363300 | METROPOLITAN LIFE INSURANCE COMPANY | $4K | — | $4K | 15.79% |
| REGIONS INSURANCE INC3 Filed as: REGIONS INSURANCE, INC. | 1500 RIVERFRONT DRIVE SUITE 200 LITTLE ROCK, AR 722021745 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $578 | $2K | 10.11% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 3605 GLENWOOD AVENUE SUITE 201 RALEIGH, NC 276123908 | METROPOLITAN LIFE INSURANCE COMPANY | $937 | $30 | $967 | 3.92% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF ISNURANCE SERVICES, INC. | 414 GALLIMORE DAIRY ROAD SUITE F GREENSBORO, NC 274099693 | METROPOLITAN LIFE INSURANCE COMPANY | — | $60 | $60 | 0.24% |
| PROFESSIONAL ENROLLMENT CONCEPTS3 | 6200 SAVOY DRIVE SUITE 345 HOUSTON, TX 770363300 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | $500 | $4K | 19.57% |
| REGIONS INSURANCE INC3 Filed as: REGIONS INSURANCE, INC., | 1500 RIVERFRONT DRIVE SUITE 200 LITTLE ROCK, AR 722021745 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $40 | $2K | 8.17% |
| MCGRIFF INSURANCE SERVICES INC3 | 3605 GLENWOOD AVENUE SUITE 201 RALEIGH, NC 276123908 | METROPOLITAN LIFE INSURANCE COMPANY | $764 | $28 | $792 | 4.15% |
| MCGRIFF INSURANCE SERVICES INC3 | 414 GALLIMORE DAIRY ROAD SUITE F GREENSBORO, NC 274099693 | METROPOLITAN LIFE INSURANCE COMPANY | — | $45 | $45 | 0.24% |
| WHITNEY ENTERPRISES INC4 | PO BOX 56411 LITTLE ROCK, AR 72215 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $262 | — | $262 | 6.70% |
| DEBORAH D MOSLEY4 | 120 SAILBOAT LANE MCRAE, AR 72102 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $151 | — | $151 | 3.86% |
| TIMBER C MOSLEY4 | 120 SAILBOAT LANE MCRAE, AR 72102 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $129 | — | $129 | 3.30% |
| DOYCE TALKINGTON4 Filed as: DOYCE M TARKINGTON | 1207 KYNLEE COURT BRYANT, AR 72022 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $26 | — | $26 | 0.67% |
| PROFESSIONAL ENROLLMENT CONCEPTS3 | 6200 SAVOY DRIVE SUITE 345 HOUSTON, TX 770363300 | METROPOLITAN LIFE INSURANCE COMPANY | $4K | — | $4K | — |
| REGIONS INSURANCE INC3 Filed as: REGIONS INS., INC. | 1500 RIVERFRONT DRIVE SUITE 200 LITTLE ROCK, AR 722021745 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $51 | $2K | — |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 3605 GLENWOOD AVENUE SUITE 201 RALEIGH, NC 276123908 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | $24 | $1K | — |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 414 GALLIMORE DAIRY ROAD SUITE F GREENSBORO, NC 274099693 | METROPOLITAN LIFE INSURANCE COMPANY | — | $60 | $60 | — |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 3605 GLENWOOD AVENUE SUITE 201 RALEIGH, NC 276123908 | METROPOLITAN LIFE INSURANCE COMPANY | — | $6 | $6 | — |
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 | 300 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 300 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | HEALTH ADVANTAGE | 166 | $1.1M |
| Dental | ARKANSAS BLUE CROSS AND BLUE SHIELD | 223 | $86K |
| Vision | ARKANSAS BLUE CROSS AND BLUE SHIELD | 168 | $16K |
| Life insurance | AMERICAN UNITED LIFE INSURANCE COMPANY | 304 | $92K |
| Short-term disability | AMERICAN UNITED LIFE INSURANCE COMPANY | 304 | $92K |
| Prescription drug | HEALTH ADVANTAGE | 166 | $1.1M |
| Other(6 contracts, 3 carriers) | AMERICAN UNITED LIFE INSURANCE COMPANY | 304 | $167K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 304 | — |
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.