| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF TENNESSEE, INC. | 3401 W END AVE STE 600 NASHVILLE, TN 37203 | ANTHEM BLUE CROSS BLUE SHIELD | $82K | — | $82K | 41.09% |
| REBECCA LYNN HOGAN3 Filed as: REBECCA HOGAN | 145 OLD LEAD MINE VALLEY RD SW CLEVELAND, TN 37311 | AFLAC | $7K | $534 | $8K | 14.35% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN AND BROWN OF TN INC | 6 CADILLAC DR STE 200 BRENTWOOD, TN 37027 | AFLAC | $6K | — | $6K | 10.61% |
| TAYLOR THIGPEN3 | 1021 BRYNEWOOD TER CHATTANOOGA, TN 37415 | AFLAC | $2K | $107 | $3K | 4.69% |
| SHARON SESSOMS3 | 1431 ONEAL RD HIXSON, TN 37343 | AFLAC | $1K | $61 | $1K | 2.66% |
| RILEY GRAVES3 | 281 WADDELL RD SW CLEVELAND, TN 37415 | AFLAC | $1K | — | $1K | 2.48% |
| KACY A GRUENKEMEYER3 Filed as: KACY GRUENKEMEYER | 543 ALSTON DR CHATTANOOGA, TN 37419 | AFLAC | $749 | — | $749 | 1.40% |
| JAMES SMITH3 | 100 W CYPRESS CREEK RD STE 630 FT LAUDERDALE, FL 33309 | AFLAC | $577 | $109 | $686 | 1.28% |
| BRIAN W PATTEN3 Filed as: BRIAN PATTEN | 120 MARGUERITE DR STE 101 CRANBERRY TOWNSHIP, PA 16066 | AFLAC | $171 | — | $171 | 0.32% |
| BARBARA WEISSMAN3 | 1495 E 24TH ST BROOKLYN, NY 11210 | AFLAC | $151 | — | $151 | 0.28% |
| ALICIA CLIFTON3 | 1715 SPARTAN LN HOSCHTON, GA 30548 | AFLAC | $103 | — | $103 | 0.19% |
| WENDY M RANKIN3 Filed as: WENDY RANKIN | 114 BOARD ST APT 201 ROME, GA 30161 | AFLAC | $50 | — | $50 | 0.09% |
| MILLAN B TERRELL3 Filed as: MILLAN TERRELL | 1299 BATTLECREEK RD STE 240 JONESBORO, GA 30236 | AFLAC | $40 | — | $40 | 0.07% |
| BARTON W IRBY3 Filed as: BARTON IRBY | 1762 BRISTOL FARMS CT GRAYSON, GA 30017 | AFLAC | $39 | — | $39 | 0.07% |
| WILLIAM WARDLAW JR3 | 5300 OAKBROOK PKWY STE 300 NORCROSS, GA 30093 | AFLAC | $30 | — | $30 | 0.06% |
| KAY COLLINS3 | 159 PA JOHNS RD NE MILLEDGEVILLE, GA 31081 | AFLAC | $16 | — | $16 | 0.03% |
| BRYAN SHOVER3 | 309 KNOB HILL RD VALDOSTA, GA 31602 | AFLAC | $14 | — | $14 | 0.03% |
| LARA CARLSON3 | 106 LAUREL VIEW RD ST SIMONS ISLAND, GA 31522 | AFLAC | $9 | — | $9 | 0.02% |
| JASON WEST3 | 1701 BASS ROAD STE 200 MACON, GA 31210 | AFLAC | $7 | — | $7 | 0.01% |
| THOMAS BAXTER3 | PO BOX 603 APT 2307 SUNNY SIDE, GA 30284 | AFLAC | $6 | — | $6 | 0.01% |
| RONALD S SANDERS3 Filed as: RONALD SANDERS | 744 E DENIM TRL SAN TAN VALLEY, AZ 85143 | AFLAC | $1 | — | $1 | 0.00% |
| AMY A O SHIELDS3 Filed as: AMY O SHIELDS | 5159 CALGARY DR DOUGLASVILLE, GA 30135 | AFLAC | $1 | — | $1 | 0.00% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN AND BROWN OF TN INC | 6 CADILLAC DR STE 200 BRENTWOOD, TN 37027 | AFLAC | $5K | — | $5K | 12.79% |
| REBECCA LYNN HOGAN3 Filed as: REBECCA HOGAN | 145 OLD LEAD MINE VALLEY RD SW CLEVELAND, TN 37311 | AFLAC | $3K | $206 | $3K | 9.41% |
| RILEY GRAVES3 | 281 WADDELL RD SW CLEVELAND, TN 37311 | AFLAC | $1K | $198 | $2K | 4.64% |
| TAYLOR THIGPEN3 | 1021 BRYNEWOOD TER CHATTANOOGA, TN 37415 | AFLAC | $1K | $81 | $1K | 3.58% |
| SHARON SESSOMS3 | 1431 ONEAL RD HIXSON, TN 37343 | AFLAC | $1K | — | $1K | 2.98% |
| KACY A GRUENKEMEYER3 Filed as: KACY GRUENKEMYER | 543 ALSTON DR CHATTANOOGA, TN 37419 | AFLAC | $441 | — | $441 | 1.23% |
| JAMES SMITH3 | 100 W CYPRESS CREEK RD STE 630 FT LAUDERDALE, FL 33309 | AFLAC | $292 | $81 | $373 | 1.04% |
| BRIAN W PATTEN3 Filed as: BRIAN PATTEN | 120 MARGUERITE DR STE 101 CRANBERRY TOWNSHIP, PA 16066 | AFLAC | $99 | — | $99 | 0.28% |
| BARBARA WEISSMAN3 | 1495 E 24TH STREET BROOKLYN, NY 11210 | AFLAC | $91 | — | $91 | 0.25% |
| ALICIA CLIFTON0 | 1715 SPARTAN LN HOSCHTON, GA 30548 | AFLAC | $63 | — | $63 | 0.18% |
| GARY CIELASZYK3 | 2158 CUMBERLAND PKWY SE APT 2307 ATLANTA, GA 30339 | AFLAC | $27 | — | $27 | 0.08% |
| WILLIAM WARDLAW JR3 | 5300 OAKBROOK PKWY STE 300 NORCROSS, GA 30093 | AFLAC | $19 | — | $19 | 0.05% |
| WENDY M RANKIN3 Filed as: WENDY RANKIN | 114 BROAD ST APT 201 ROME, GA 30161 | AFLAC | $17 | — | $17 | 0.05% |
| VICTORIA SONNIE3 | 717 WESTERN ST TARENTUM, PA 15084 | AFLAC | $11 | — | $11 | 0.03% |
| MORGAN PETTIT3 | 115 SEWICKLEY FARM CIR MARS, PA 16046 | AFLAC | $11 | — | $11 | 0.03% |
| JAMIE R WALLACE3 Filed as: JAMIE WALLACE | 105 SOUTHERN BLVD STE 103A SAVANNAH, GA 31405 | AFLAC | $11 | — | $11 | 0.03% |
| ROBERT WALLACE3 | 105 SOUTHERN BLVD STE 103A SAVANNAH, GA 31405 | AFLAC | $7 | — | $7 | 0.02% |
| RUBNITZ & ASSOC INC3 | 117 OGLETHORPE PROFESSIONAL CT STE 6 SAVANNAH, GA 31406 | AFLAC | $6 | — | $6 | 0.02% |
| CHARLES D. BLOCK3 Filed as: CHARLES WEISSBERGER | 5128 CREEKMONTE DR ROCHESTER, IN 46306 | AFLAC | $4 | — | $4 | 0.01% |
| NICHOLAS WALLACE3 | 319 SOUTHERN COMFORT DR STATESBORO, GA 30458 | AFLAC | $4 | — | $4 | 0.01% |
| REBECCA LYNN HOGAN3 Filed as: REBECCA HOGAN | 145 OLD LEAD MINE VALLEY RD SW CLEVELAND, TN 37311 | AFLAC | $3K | — | $3K | 12.90% |
| RILEY GRAVES3 | 281 WADDELL RD SW CLEVELAND, TN 37311 | AFLAC | $1K | — | $1K | 5.43% |
| TAYLOR THIGPEN3 | 1021 BRYNEWOOD TER CHATTANOOGA, TN 37415 | AFLAC | $1K | — | $1K | 5.32% |
| SHARON SESSOMS3 | 1431 ONEAL RD HIXSON, TN 37343 | AFLAC | $1K | — | $1K | 5.01% |
| KACY A GRUENKEMEYER3 Filed as: KACY GRUENKEMEYER | 543 ALSTON DR CHATTANOOGA, TN 37419 | AFLAC | $688 | — | $688 | 2.77% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN AND BROWN OF TN INC. | 8 CADILLAC DR STE 200 BRENTWOOD, TN 37027 | AFLAC | $4K | — | $4K | 20.47% |
| REBECCA LYNN HOGAN3 Filed as: REBECCA HOGAN | 145 OLD LEAD MINE VALLEY RD SW CLEVELAND, TN 37311 | AFLAC | $2K | — | $2K | 11.95% |
| RILEY GRAVES3 | 281 WADDELL RD SW CLEVELAND, TN 37311 | AFLAC | $1K | — | $1K | 6.04% |
| TAYLOR THIGPEN3 | 1021 BRYNEWOOD TER CHATTANOOGA, TN 37415 | AFLAC | $1K | — | $1K | 5.21% |
| SHARON SESSOMS3 | 1431 ONEAL RD HIXSON, TN 37405 | AFLAC | $972 | — | $972 | 4.89% |
| ETHAN GREER3 | 325 CHEROKEE BLVD STE 102 CHATTANOOGA, TN 37405 | AFLAC | $3 | — | $3 | 0.02% |
| REBECCA LYNN HOGAN3 Filed as: REBECCA HOGAN | 145 OLD LEAD MINE VALLEY RD SW CLEVELAND, TN 37311 | AFLAC | $981 | $112 | $1K | 5.68% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN AND BROWN OF TN INC. | 6 CADILLAC DR STE 200 BRENTWOOD, TN 37027 | AFLAC | $1K | — | $1K | 5.59% |
| RILEY GRAVES3 | 281 WADDELL RD SW CLEVELAND, TN 37311 | AFLAC | $495 | $43 | $538 | 2.80% |
| TAYLOR THIGPEN3 | 1021 BRYNEWOOD TER CHATTANOOGA, TN 37415 | AFLAC | $373 | $31 | $404 | 2.10% |
| SHARON SESSOMS3 | 1431 ONEAL RD HIXSON, TN 37343 | AFLAC | $247 | — | $247 | 1.28% |
| BRIAN W PATTEN3 Filed as: BRIAN PATTEN | 120 MARGUERITE DR STE 101 CRANBERRY TOWNSHIP, PA 16066 | AFLAC | $235 | — | $235 | 1.22% |
| JAMES SMITH3 | 100 W CYPRESS CREEK RD STE 630 FT LAUDERDALE, FL 33309 | AFLAC | $182 | $31 | $213 | 1.11% |
| BARBARA WEISSMAN3 | 1495 E 24TH ST BROOKLYN, NY 11210 | AFLAC | $209 | — | $209 | 1.09% |
| ALICIA CLIFTON3 | 1715 SPARTAN LN HOSCHTON, GA 30548 | AFLAC | $143 | — | $143 | 0.74% |
| KACY A GRUENKEMEYER3 Filed as: KACY GRUENKEMEYER | 543 ALSTON DR CHATTANOOGA, TN 37419 | AFLAC | $83 | — | $83 | 0.43% |
| MORGAN PETTIT3 | 115 SEWICKLEY FARM CIRCLE MARS, PA 16046 | AFLAC | $45 | — | $45 | 0.23% |
| WILLIAM WARDLAW JR3 | 5300 OAKBROOK PKWY STE 300 NORCROSS, GA 30093 | AFLAC | $43 | — | $43 | 0.22% |
| GARY CIELASZYK3 | 2158 CUMBERLAND PKWY SE APT 2307 ATLANTA, GA 30339 | AFLAC | $30 | — | $30 | 0.16% |
| WENDY M RANKIN3 Filed as: WENDY RANKIN | 114 BOARD ST APT 201 ROME, GA 30161 | AFLAC | $25 | — | $25 | 0.13% |
| VICTORIA SONNIE3 | 717 WESTERN ST TARENTUM, PA 15084 | AFLAC | $16 | — | $16 | 0.08% |
| RILEY GRAVES3 | 281 WADDELL RD SW CLEVELAND, TN 37311 | AFLAC | $432 | — | $432 | 10.07% |
| REBECCA LYNN HOGAN3 Filed as: REBECCA HOGAN | 145 OLD LEAD MINE VALLEY RD SW CLEVELAND, TN 37311 | AFLAC | $337 | — | $337 | 7.86% |
| TAYLOR THIGPEN3 | 1021 BRYNEWOOD TER CHATTANOOGA, TN 37415 | AFLAC | $223 | — | $223 | 5.20% |
| SHARON SESSOMS3 | 1431 ONEAL RD HIXSON, TN 37343 | AFLAC | $210 | — | $210 | 4.90% |
| KACY A GRUENKEMEYER3 Filed as: KACY GRUENKEMEYER | 543 ALSTON DR CHATTANOOGA, TN 37419 | AFLAC | $116 | — | $116 | 2.70% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN AND BROWN OF TN INC. | 8 CADILLAC DR STE 200 BRENTWOOD, TN 37027 | AFLAC | $755 | — | $755 | 21.33% |
| REBECCA LYNN HOGAN3 Filed as: REBECCA HOGAN | 145 OLD LEAD MINE VALLEY RD SW CLEVELAND, TN 37311 | AFLAC | $660 | — | $660 | 18.65% |
| TAYLOR THIGPEN3 | 1021 BRYNEWOOD TER CHATTANOOGA, TN 37415 | AFLAC | $192 | — | $192 | 5.43% |
| SHARON SESSOMS3 | 1431 ONEAL RD HIXSON, TN 37343 | AFLAC | $181 | — | $181 | 5.11% |
| KACY A GRUENKEMEYER3 Filed as: KACY GRUENKMEYER | 543 ALSTON DR CHATTANOOGA, TN 37419 | AFLAC | $100 | — | $100 | 2.83% |
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 | 0 | 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) | 0 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | ANTHEM BLUE CROSS BLUE SHIELD | 279 | $199K |
| Dental | ANTHEM BLUE CROSS BLUE SHIELD | 279 | $199K |
| Vision | ANTHEM BLUE CROSS BLUE SHIELD | 279 | $199K |
| Life insurance | ANTHEM BLUE CROSS BLUE SHIELD | 279 | $199K |
| Short-term disability(7 contracts) | AFLAC | 63 | $161K |
| Other(7 contracts) | AFLAC | 63 | $161K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 279 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.
Final-filing indicator set. Plan is winding down; don't waste sales effort here.