| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MCGRIFF INSURANCE SERVICES INC3 | 2108 WEST LABURNAM AVE STE 310 RICHMOND, VA 23227 | ANTHEM HEALTH PLANS OF VIRGINIA, INC. | $2K | — | $2K | 4.98% |
| BENEFIT COMPANY INC OF SC3 | PO BOX 211486 COLUMBIA, SC 29221 | ANTHEM HEALTH PLANS OF VIRGINIA, INC. | $749 | — | $749 | 2.02% |
| MCGRIFF INSURANCE SERVICES INC3 | 2108 WEST LABURNAM AVE STE 310 RICHMOND, VA 23227 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | — | $2K | 10.00% |
| THE BENEFIT COMPANY INC5 | PO BOX 211486 COLUMBIA, SC 29221 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $554 | $554 | 3.14% |
| BB&T INSURANCE SERVICES, INC.3 Filed as: BB&T INSURANCE SERVICES INC | 2108 WEST LABURNAM AVE STE 310 RICHMOND, VA 23227 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $92 | $92 | 0.52% |
| MCGRIFF INSURANCE SERVICES INC3 | 2108 WEST LABURNAM AVE STE 310 RICHMOND, VA 23227 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | — | $1K | 10.00% |
| THE BENEFIT COMPANY INC5 | PO BOX 211486 COLUMBIA, SC 29221 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $734 | $734 | 4.92% |
| BB&T INSURANCE SERVICES, INC.3 Filed as: BB&T INSURANCE SERVICES INC | 2108 WEST LABURNAM AVE STE 310 RICHMOND, VA 23227 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $73 | $73 | 0.49% |
| MCGRIFF INSURANCE SERVICES INC3 | 4951 FORSYTH ROAD 1ST FLOOR 31210 MACON, GA 31221 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $673 | — | $673 | 9.99% |
| THE BENEFIT COMPANY INC3 Filed as: BENEFIT COMPANY, INC | PO BOX 211486 COLUMBIA, SC 29221 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $135 | — | $135 | 2.00% |
| THE BENEFIT COMPANY INC5 | PO BOX 211486 COLUMBIA, SC 29221 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $932 | $932 | 19.97% |
| MCGRIFF INSURANCE SERVICES INC3 | 2108 WEST LABURNAM AVE STE 310 RICHMOND, VA 23227 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $467 | — | $467 | 10.01% |
| BB&T INSURANCE SERVICES, INC.3 Filed as: BB&T INSURANCE SERVICES INC | 2108 WEST LABURNAM AVE STE 310 RICHMOND, VA 23227 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $23 | $23 | 0.49% |
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 | 183 | 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) | 183 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts) | OPTIMA HEALTH PLAN | 185 | $499K |
| Dental | ANTHEM HEALTH PLANS OF VIRGINIA, INC. | 128 | $37K |
| Vision | FIDELITY SECURITY LIFE INSURANCE COMPANY | 125 | $7K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 182 | $20K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 101 | $18K |
| Other(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 182 | $20K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 185 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.