| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES INC. | 414 GALLIMORE DAIRY ROAD GREENSBORO, NC 27409 | BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC. | $38K | — | $38K | 1.70% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES INC. | 1104 AMHERST STREET WINCHESTER, VA 22601 | BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC. | $22K | — | $22K | 0.97% |
| BB&T INSURANCE SERVICES, INC.3 Filed as: BB&T INSURANCE SERVICES OF CA | 3605 GLENWOOD AVENUE SUITE 201 RALEIGH, NC 27622 | BLUE CROSS OF CALIFORNIA | $25K | — | $25K | 1.75% |
| BB&T INSURANCE SERVICES, INC.3 Filed as: BB&T INSURANCE SERVICES OF CA | P. O. BOX 4147 TUSTIN, CA 92781 | BLUE CROSS OF CALIFORNIA | $14K | — | $14K | 0.99% |
| BB&T INSURANCE SERVICES, INC.3 Filed as: BB&T INSURANCE SERVICES | 680 LANGSDORF DRIVE SUITE 100 FULLERTON, CA 92831 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $21K | — | $21K | 6.11% |
| WILLIS TOWERS WATSON US LLC3 Filed as: ASHLEY WILLIS | 213 W. PINE GROVE AVENUE NORTH AUGUSTA, SC 29841 | AFLAC | $18K | $929 | $19K | 16.68% |
| DANNY TRAN3 | 3150 PERIMETER PKWY SUITE 115 AUGUSTA, GA 30909 | AFLAC | $6K | $207 | $6K | 5.73% |
| ALAN C SMITH3 Filed as: ALAN C. SMITH | 401 AVRETT WAY EVANS, GA 30809 | AFLAC | $6K | — | $6K | 5.48% |
| DANIEL FITZGERALD INC3 Filed as: DANIEL FITZGERALD INC. | 3672 BAY PT. AUGUSTA, GA 30907 | AFLAC | $3K | $207 | $3K | 3.12% |
| ROMONDA STYLES3 | 2201 COUNTRY CLUB CT. AUGUSTA, GA 30904 | AFLAC | $1K | $10 | $1K | 1.16% |
| WHITNEY L MILLWOOD3 Filed as: WHITNEY L. MILLWOOD | 3944 MURPHY CANYON ROAD SUITE C203 SAN DIEGO, CA 92123 | AFLAC | $593 | — | $593 | 0.53% |
| WILLIS TOWERS WATSON US LLC3 Filed as: JON DAYTON WILLIS JR | 2528 FERNLEAF CT. NW ATLANTA, GA 30318 | AFLAC | $193 | — | $193 | 0.17% |
| WILLIAM S ESTROFF3 Filed as: WILLIAM S. ESTROFF | P.O. BOX 297 AUGUSTA, GA 30903 | AFLAC | $181 | — | $181 | 0.16% |
| ELIZABETH R SMITH3 Filed as: ELIZABETH R. SMITH | 1515 JOHNS ROAD AUGUSTA, GA 30904 | AFLAC | $138 | — | $138 | 0.12% |
| KERRY C EZZELL3 Filed as: KERRY C. EZZELL | P.O. BOX 15074 AUGUSTA, GA 30919 | AFLAC | $110 | — | $110 | 0.10% |
| MEBPBC LLC3 | 112 CANDLEBERRY LANE SAVANNAH, GA 31406 | AFLAC | $62 | $23 | $85 | 0.08% |
| JOHN B COLLINS3 Filed as: JOHN B. COLLINS | 159 PA JOHNS ROAD NE MILLEDGEVILLE, GA 31061 | AFLAC | $66 | — | $66 | 0.06% |
| THOMAS ROBERT GIDDENS3 | P.O. BOX 2517 KENNESAW, GA 30156 | AFLAC | $58 | — | $58 | 0.05% |
| RICHARD SMITHSON3 | 449 TIMBER PL MILTON, GA 30004 | AFLAC | $51 | — | $51 | 0.05% |
| PENELOPE CHENEY MELTON3 | 512 MOODY CT. APT. 205 AUGUSTA, GA 30907 | AFLAC | $45 | — | $45 | 0.04% |
| TRAVERS W PAINE IV3 Filed as: TRAVERS W. PAINE IV | P.O. BOX 14963 AUGUSTA, GA 30919 | AFLAC | $37 | — | $37 | 0.03% |
| LYNETTE KAY DUTTON3 | 131 COUNTRYSIDE DRIVE FOREST CITY, NC 28043 | AFLAC | $33 | — | $33 | 0.03% |
| DENNIS L ENGLE3 Filed as: DENNIS L. ENGLE | P. O. BOX 15446 SAVANNAH, GA 31416 | AFLAC | $22 | $5 | $27 | 0.02% |
| RICHARD SMITHSON3 Filed as: RICHARD A. SMITHSON | 449 TIMBER PL. MILTON, GA 30004 | AFLAC | $25 | — | $25 | 0.02% |
| CHARLES H WEISSBERGER3 Filed as: CHARLES H. WEISSBERGER | 308 GRAHAM AVENUE SE RENTON, WA 98059 | AFLAC | $12 | $5 | $17 | 0.02% |
| SCOTT A SMITH3 Filed as: SCOTT A. SMITH | 5300 OAKBROOK PKWY STE 300 SUITE 350 NORCROSS, GA 30093 | AFLAC | $15 | — | $15 | 0.01% |
| PAUL SHELBY AMOS II3 | 1932 WYNNTON ROAD/14TH FLOOR COLUMBUS, GA 31999 | AFLAC | $10 | — | $10 | 0.01% |
| JAMES D U SRY3 | P.O. BOX 393 THOMSON, GA 30824 | AFLAC | $9 | — | $9 | 0.01% |
| STEVEN VORDERLANDWEHR3 | 1599 AMHEARST MILL DRIVE LAWRENCEVILLE, GA 30043 | AFLAC | $8 | — | $8 | 0.01% |
| WILLIS TOWERS WATSON US LLC3 Filed as: PAUL B. WILLIS | 2541 HYDE MANOR DRIVE NW ATLANTA, GA 30327 | AFLAC | $8 | — | $8 | 0.01% |
| DUSTIN ROBERT JOHNSON3 | 50 HURT PLZ SE STE 995 SUITE 1630 ATLANTA, GA 30303 | AFLAC | $7 | — | $7 | 0.01% |
| SUSAN REDDOCH BUFFINGTON3 Filed as: SUSAN REDDOCK BUFFINGTON | 400 TAX ROAD SHILOH, GA 31826 | AFLAC | $6 | — | $6 | 0.01% |
| JOHN B COLLINS3 Filed as: JOHN B. COLLINS | 311 PEBBLE HOLLOW DRIVE MILLEDGEVILLE, GA 31061 | AFLAC | $6 | — | $6 | 0.01% |
| TARRAH SMITHSON3 Filed as: TARRAH L. SMITHSON | 449 TIMBER PL. MILTON, GA 30004 | AFLAC | $5 | — | $5 | 0.00% |
| LANCE OSBORNE3 | 21822 SEACREST LANE HUNTINGTON BEACH, CA 92646 | AFLAC | $5 | — | $5 | 0.00% |
| DEBORAH B SMITH3 Filed as: DEBORAH B. SMITH | 5703 BRYNWOOD CIRCLE NW ACWORTH, GA 30101 | AFLAC | $5 | — | $5 | 0.00% |
| WILLIAM L AMOS & CO INC3 Filed as: WILLIAM L. AMOS & CO. INC. | 6801 RIVER ROAD SUITE 205 COLUMBUS, GA 31904 | AFLAC | $4 | — | $4 | 0.00% |
| WILLIAM M WARDLAW JR3 Filed as: WILLIAM M. WARDLAW, JR. | 5300 OAKBROOK PARKWAY BLDG 300 SUITE 350 NORCROSS, GA 30093 | AFLAC | $3 | — | $3 | 0.00% |
| MELYNDA RAY-MCCUTCHEON3 | 1150 MALLARD LAKE DRIVE BOGART, GA 30622 | AFLAC | $3 | — | $3 | 0.00% |
| ANA MARIE GARCIA SMITH3 | 110 VANDERVIEW ROAD SEYMOUR, TN 37865 | AFLAC | $3 | — | $3 | 0.00% |
| CHRISTIE MARZARI3 Filed as: CHRISTIE M. MARZARI | 1932 WYNNTON ROAD COLUMBUS, GA 31999 | AFLAC | $2 | — | $2 | 0.00% |
| ALLISON FARRIS WENDELBERGER3 | 207 SANTA FE DRIVE WALNUT CREEK, CA 94598 | AFLAC | $2 | — | $2 | 0.00% |
| WENDY M RANKIN3 Filed as: WENDY M. RANKIN | 114 BROAD STREET SUITE 201 ROME, GA 30161 | AFLAC | $2 | — | $2 | 0.00% |
| BRADLEY BOLICK3 Filed as: BRADLEY S. BOLICK | 6433 FALL BRANCH DRIVE COLUMBUS, GA 31904 | AFLAC | $1 | — | $1 | 0.00% |
| RPM LTD3 | P. O. BOX 484 BLOOMINGDALE, GA 31302 | AFLAC | $1 | — | $1 | 0.00% |
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 | 450 | 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) | 450 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC. | 465 | $3.7M |
| Dental | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 450 | $348K |
| Vision | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 450 | $348K |
| Life insurance(2 contracts, 2 carriers) | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 450 | $459K |
| Short-term disability | AFLAC | 208 | $111K |
| Long-term disability | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 450 | $348K |
| Prescription drug(2 contracts, 2 carriers) | BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC. | 465 | $3.7M |
| Other(2 contracts, 2 carriers) | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 450 | $459K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 465 | — |
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.