| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 3605 GLENWOOD AVENUE RALEIGH, NC 27612 | BLUE SHIELD OF CA, CALIFORNIA PHYSICIANS' SERVICE | — | $49K | $49K | 2.00% |
| BB&T INSURANCE SERVICES, INC.3 Filed as: BB&T INSURANCE SERVICES OF CA, INC. | 2400 KATELLA AVE STE 1100 ANAHEIM, CA 92806 | BLUE SHIELD OF CA, CALIFORNIA PHYSICIANS' SERVICE | — | $33K | $33K | 1.36% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 750 B STREET SUITE 2400 SAN DIEGO, CA 921012476 | KAISER FOUNDATION HEALTH PLAN INC | $34K | — | $34K | 2.73% |
| BB&T INSURANCE SERVICES, INC.3 Filed as: BB&T INSURANCE SERVICES OF CA, INC. | 750 B STREET SUITE 2400 SAN DIEGO, CA 92101 | UNITED CONCORDIA INSURANCE COMPANY | $13K | $692 | $13K | 4.86% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 3605 GLENWOOD AVENUE RALEIGH, NC 27612 | UNITED CONCORDIA INSURANCE COMPANY | $7K | — | $7K | 2.64% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 750 B STREET SUITE 2400 SAN DIEGO, CA 921012476 | KAISER FOUNDATION HEALTH PLAN INC | $7K | — | $7K | 2.99% |
| BB&T LIBERTY BENEFIT INS SVS3 Filed as: BB&T - LIBERTY BENEFIT INSURANCE | 2400 EAST KATELLA AVENUE SUITE 1100 ANAHEIM, CA 92806 | AETNA LIFE INSURANCE CO. | $7K | — | $7K | 10.01% |
| BB&T INSURANCE SERVICES, INC.3 Filed as: BB&T INSURANCE SERVICES OF CA, INC. | 19100 VON KARMAN SUITE 920 IRVINE, CA 92612 | KAISER FOUNDATION HEALTH PLAN OF COLORADO | $2K | — | $2K | 3.52% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 4480 WILLOW ROAD PLEASANTON, CA 945888519 | VISION SERVICE PLAN | $618 | — | $618 | 1.55% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 3605 GLENWOOD AVENUE RALEIGH, NC 27612 | BLUE SHIELD OF CALIFORNIA LIFE HEALTH INSURANCE COMPANY | $1K | — | $1K | 6.57% |
| BB&T INSURANCE SERVICES, INC.3 Filed as: BB&T INSURANCE SERVICES OF CA, INC. | 2400 KATELLA AVENUE SUITE 1100 ANAHEIM, CA 92806 | BLUE SHIELD OF CALIFORNIA LIFE HEALTH INSURANCE COMPANY | $750 | — | $750 | 4.32% |
| BB&T INSURANCE SERVICES, INC.3 | 750 B STREET SUITE 2400 SAN DIEGO, CA 92101 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $1K | $1K | 6.28% |
| BB&T INSURANCE SERVICES, INC.3 | 750 B STREET SUITE 2400 SAN DIEGO, CA 92101 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $770 | $3K | 21.33% |
| BB&T INSURANCE SERVICES, INC.3 | 750 B STREET SUITE 2400 SAN DIEGO, CA 92101 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $950 | $590 | $2K | 16.22% |
| BB&T INSURANCE SERVICES, INC.3 Filed as: BB&T INSURANCE SERVICES OF CA, INC. | 3605 GLENWWOD AVENUE SUITE 201 RALEIGH, NC 27612 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $543 | $23 | $566 | 6.21% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 3605 GLENWOOD AVENUE SUITE 201 RALEIGH, NC 27612 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $368 | — | $368 | 4.04% |
| BB&T INSURANCE SERVICES, INC.3 | 750 B STREET SUITE 2400 SAN DIEGO, CA 92101 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $264 | — | $264 | 10.00% |
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 | 508 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 1 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 510 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(5 contracts, 4 carriers) | BLUE SHIELD OF CA, CALIFORNIA PHYSICIANS' SERVICE | 289 | $4.3M |
| Dental | UNITED CONCORDIA INSURANCE COMPANY | 726 | $278K |
| Vision | VISION SERVICE PLAN | 293 | $40K |
| Life insurance(4 contracts, 3 carriers) | AETNA LIFE INSURANCE CO. | 358 | $102K |
| Short-term disability(2 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 42 | $19K |
| Long-term disability(2 contracts, 2 carriers) | AETNA LIFE INSURANCE CO. | 274 | $86K |
| Prescription drug | BLUE SHIELD OF CA, CALIFORNIA PHYSICIANS' SERVICE | 289 | $2.5M |
| Other(4 contracts, 3 carriers) | AETNA LIFE INSURANCE CO. | 358 | $102K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 726 | — |
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.