| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL SOUTHEAST | PO BOX 2158 RIVERSIDE, CA 92516 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $6K | $2K | $8K | 17.41% |
| THE CASON GROUP INC3 Filed as: THE CASON GROUP LLC | PO BOX 11229 COLUMBIA, SC 29206 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $0 | $2K | $2K | 4.35% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MIDWEST LTD | 2430 MALL DRIVE CHARLESTON, SC 29406 | AETNA LIFE INSURANCE COMPANY | $3K | $0 | $3K | 6.39% |
| THE CASON GROUP INC3 Filed as: THE CASON GROUP | 1612 MARION ST. COLUMBIA, SC 29201 | AETNA LIFE INSURANCE COMPANY | $2K | $0 | $2K | 4.61% |
| TRIAD INSURANCE PARTNERS3 | 2020A S HOLDEN RD GREENSBORO, NC 27404 | AETNA LIFE INSURANCE COMPANY | $160 | $0 | $160 | 0.38% |
| MICHAEL N THORN3 | 8120 JOSEPH WESTON CT GREENSBORO, NC 27455 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $612 | $3K | 9.92% |
| TRIAD BENEFITS GROUP INC3 | 200 DOLLY LN WINSTON SALEM, NC 27107 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $1K | $2K | 9.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 333 N. GREENE STREET GREENSBORO, NC 27401 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $354 | $2K | 8.97% |
| BENEFITS COUNT INC3 Filed as: BENEFITS COUNT II INC | 1401 CHRISTMAS CT RALEIGH, NC 27604 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $889 | $977 | $2K | 7.26% |
| JOAN CULVER JOHNSON3 | 3509 NORMANDY RD GREENSBORO, NC 27408 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $567 | $0 | $567 | 2.21% |
| ARTHUR WAYNE JORDAN JR3 | 514 OAKWOOD AVE RALEIGH, NC 27601 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $257 | $157 | $414 | 1.61% |
| TRIAD INSURANCE PARTNERS3 Filed as: TRIAD INSURANCE PARTNERS INC | P. O. BOX 7628 GREENSBORO, NC 27417 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $362 | $7 | $369 | 1.44% |
| JASON DOUGLAS WISE3 | 8257 PRIMANTI BLVD RALEIGH, NC 27612 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $77 | $0 | $77 | 0.30% |
| JUAN CARLOS SUAREZ3 | 5415 BRIDGEGATE DR WINSTON SALEM, NC 27106 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $46 | $8 | $54 | 0.21% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL SOUTHEAST | PO BOX 2158 RIVERSIDE, CA 92516 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $1K | $464 | $2K | 17.83% |
| THE CASON GROUP INC3 Filed as: THE CASON GROUP LLC | PO BOX 11229 COLUMBIA, SC 29206 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $0 | $464 | $464 | 4.51% |
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 | 174 | 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) | 174 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | AETNA LIFE INSURANCE COMPANY | 159 | $42K |
| Vision | AETNA LIFE INSURANCE COMPANY | 159 | $42K |
| Life insurance | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | 48 | $26K |
| Short-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 174 | $47K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 33 | $10K |
| Other | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | 48 | $26K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 174 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.