| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MCGRIFF INSURANCE SERVICES INC3 | 2300 W NASH STREET WILSON, NC 27893 | BLUECROSS BLUESHIELD OF TEXAS | $49K | $1K | $50K | 4.94% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 7701 AIRPORT CENTER DRIVE GREENSBORO, NC 27409 | STARMOUNT LIFE INSURANCE COMPANY | $8K | $600 | $9K | 10.99% |
| THE CASON GROUP INC3 Filed as: THE CASON GROUP LLC | PO BOX 11229 COLUMBIA, SC 29206 | STARMOUNT LIFE INSURANCE COMPANY | — | $4K | $4K | 5.00% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 7701 AIRPORT CENTER DRIVE GREENSBORO, NC 27409 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $4K | $249 | $4K | 13.01% |
| THE CASON GROUP INC3 Filed as: THE CASON GROUP LLC | PO BOX 11229 COLUMBIA, SC 29206 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $2K | $2K | 5.00% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 7701 AIRPORT CENTER DRIVE GREENSBORO, NC 27409 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $5K | $231 | $5K | 15.75% |
| THE CASON GROUP INC3 Filed as: THE CASON GROUP LLC | PO BOX 11229 COLUMBIA, SC 29206 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $2K | $2K | 5.00% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 7701 AIRPORT CENTER DRIVE GREENSBORO, NC 27409 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $3K | $165 | $3K | 15.75% |
| THE CASON GROUP INC3 Filed as: THE CASON GROUP LLC | PO BOX 11229 COLUMBIA, SC 29206 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $1K | $1K | 5.00% |
| THE CASON GROUP INC3 Filed as: THE CASON GROUP LLC | 1612 MARION ST COLUMBIA, SC 29201 | UNUM INSURANCE COMPANY | $2K | $121 | $2K | 10.62% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 7701 AIRPORT CENTER DRIVE GREENSBORO, NC 27409 | UNUM INSURANCE COMPANY | $2K | $73 | $2K | 10.38% |
| THE CASON GROUP INC3 Filed as: THE CASON GROUP LLC | 1612 MARION ST COLUMBIA, SC 29201 | UNUM INSURANCE COMPANY | $1K | $94 | $1K | 10.07% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 7701 AIRPORT CENTER DRIVE GREENSBORO, NC 27409 | UNUM INSURANCE COMPANY | $1K | $66 | $1K | 9.82% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 7701 AIRPORT CENTER DRIVE GREENSBORO, NC 27409 | UNUM INSURANCE COMPANY | $4K | $339 | $4K | 36.88% |
| THE CASON GROUP INC3 Filed as: THE CASON GROUP LLC | 1612 MARION ST COLUMBIA, SC 29201 | UNUM INSURANCE COMPANY | $4K | $241 | $4K | 35.97% |
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 | 169 | 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) | 169 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUECROSS BLUESHIELD OF TEXAS | 132 | $1.0M |
| Dental | STARMOUNT LIFE INSURANCE COMPANY | 153 | $80K |
| Vision | STARMOUNT LIFE INSURANCE COMPANY | 153 | $80K |
| Life insurance(2 contracts) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 169 | $64K |
| Short-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 52 | $22K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 169 | $33K |
| Other(5 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 169 | $105K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 169 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.