| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HODGES-MACE LLC3 | 5775-D GLENRIDGE DRIVE, STE 350 ATLANTA, GA 30328 | AETNA LIFE INSURANCE CO. | $46K | — | $46K | 1.26% |
| WINSTON FINANCIAL SERVICES3 Filed as: WINSTON FINANCIAL SERVICES INC | 2399 HIGHWAY 34, BLDG C2 MANASQUAN, NJ 08736 | AETNA LIFE INSURANCE CO. | $2K | — | $2K | 0.07% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY AND ASSOCIATES LLC | P.O. BOX 9207 DES MOINES, IA 503069207 | AETNA LIFE INSURANCE CO. | $1K | — | $1K | 0.03% |
| PETER J MACE3 | 5775-D GLENRIDGE DRIVE, STE 350 ATLANTA, GA 30328 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $607K | — | $607K | 17.69% |
| ROBERT C BRADLEY3 | 2399 HIGHWAY 34, BLDG C2 MANASQUAN, NJ 08736 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $198K | — | $198K | 5.76% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY AND ASSOCIATES LLC | 3001 WESTOWN PARKWAY WEST DES MOINES, IA 50266 | MATTHEW THORNTON HEALTH PLAN, INC. | $64K | — | $64K | 3.04% |
| PETER J MACE3 Filed as: PETER MACE | 5775A GLENRIDGE DRIVE, STE 175 ATLANTA, GA 30328 | MATTHEW THORNTON HEALTH PLAN, INC. | $13K | — | $13K | 0.61% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY AND ASSOCIATES LLC | P.O. BOX 9207 DES MOINES, IA 503069207 | MATTHEW THORNTON HEALTH PLAN, INC. | $6K | — | $6K | 0.30% |
| HODGES-MACE BENEFITS GRP INC3 Filed as: HODGES-MACE BENEFITS GROUP | 5775-D GLENRIDGE DRIVE, STE 350 ATLANTA, GA 30328 | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $13K | — | $13K | 1.55% |
| PETER J MACE3 | 5775-E GLENRIDGE DRIVE, STE 500 ATLANTA, GA 30328 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $455K | — | $455K | 88.41% |
| HODGES-MACE BENEFITS GRP INC3 Filed as: HODGES-MACE BENEFITS GROUP | 5775-E GLENRIDGE DRIVE, STE 500 ATLANTA, GA 30328 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $57K | $57K | 11.01% |
| GREGORY JAMES HODGES3 | 5775-E GLENRIDGE DRIVE, STE 500 ATLANTA, GA 30328 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $3K | — | $3K | 0.51% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY AND ASSOCIATES LLC | P.O. BOX 441 DES MOINES, IA 50302 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $333 | $333 | 0.06% |
| PETER J MACE3 Filed as: PETER MACE | 5775-D GLENRIDGE DRIVE, STE 350 ATLANTA, GA 30328 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $319K | — | $319K | 65.00% |
| MACE, PETER, J3 Filed as: MACE BENEFITS GROUP | 5775-E GLENRIDGE DRIVE, STE 500 ATLANTA, GA 303287137 | RELIASTAR LIFE INSURANCE COMPANY | $213K | — | $213K | 55.00% |
| PETER J MACE3 Filed as: PETER MACE | 5775-D GLENRIDGE DRIVE, STE 350 ATLANTA, GA 30328 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $222K | — | $222K | 69.99% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY AND ASSOCIATES LLC | 3001 WESTOWN PARKWAY WEST DES MOINES, IA 50266 | DELTA DENTAL PLAN OF NEW HAMPSHIRE, INC | $3K | — | $3K | 2.17% |
| HODGES-MACE LLC3 | 5775-E GLENRIDGE DRIVE, STE 500 ATLANTA, GA 30328 | DELTA DENTAL PLAN OF NEW HAMPSHIRE, INC | $1K | — | $1K | 1.06% |
| COMBINED SERVICES LLC3 | P.O. BOX 1320 CONCORD, NH 033021320 | DELTA DENTAL PLAN OF NEW HAMPSHIRE, INC | $1K | — | $1K | 0.75% |
| HODGES-MACE LLC3 | 5775-D GLENRIDGE DRIVE, STE 350 ATLANTA, GA 30328 | HEALTHIEST YOU | $19K | — | $19K | 15.00% |
| HODGES-MACE LLC3 | 5775-E GLENRIDGE DRIVE, STE 500 ATLANTA, GA 30328 | HYATT LEGAL PLANS | $4K | — | $4K | 4.23% |
| HODGES-MACE BENEFITS GRP INC3 Filed as: HODGES-MACE BENEFITS GROUP | 5775-D GLENRIDGE DRIVE, STE 350 ATLANTA, GA 30328 | HYATT LEGAL PLANS | $4K | — | $4K | 3.72% |
| WINSTON FINANCIAL SERVICES3 Filed as: WINSTON FINANCIAL SERVICES INC | 1705 BAY AVENUE POINT PLEASANT, NJ 08742 | HYATT LEGAL PLANS | — | $307 | $307 | 0.32% |
| WINSTON FINANCIAL SERVICES3 Filed as: WINSTON FINANCIAL SERVICES INC | 2399 HIGHWAY 34, BLDG C2 MANASQUAN, NJ 08736 | HYATT LEGAL PLANS | — | $304 | $304 | 0.32% |
| HODGES-MACE LLC3 | 5775-E GLENRIDGE DRIVE, STE 500 ATLANTA, GA 30328 | DELTA DENTAL PLAN OF NEW HAMPSHIRE, INC | $1K | — | $1K | 3.07% |
| COMBINED SERVICES LLC3 | P.O. BOX 1320 CONCORD, NH 033021320 | DELTA DENTAL PLAN OF NEW HAMPSHIRE, INC | $334 | — | $334 | 0.74% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY AND ASSOCIATES LLC | 2727 GRAND PRAIRIE PKWY WAUKEE, IA 50263 | VETERINARY PET INSURANCE (VPI) | $2K | — | $2K | 6.77% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY AND ASSOCIATES LLC | 2727 GRAND PRAIRIE PKWY WAUKEE, IA 50263 | HARTFORD LIFE AND ACCIDENT | — | $35 | $35 | 0.86% |
| PETER J MACE3 | 5775-E GLENRIDGE DRIVE, STE 500 ATLANTA, GA 30328 | FIRST UNUM LIFE INSURANCE COMPANY | $2K | — | $2K | 89.98% |
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 | 7,811 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 66 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 7,877 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(5 contracts, 5 carriers) | ANTHEM HEALTH PLANS OF VIRGINIA, INC. | 764 | $13.8M |
| Dental(7 contracts, 6 carriers) | AETNA LIFE INSURANCE CO. | 4,756 | $5.0M |
| Vision(2 contracts, 2 carriers) | AETNA LIFE INSURANCE CO. | 6,363 | $4.4M |
| Life insurance(4 contracts, 4 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 5,019 | $4.0M |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 5,019 | $3.4M |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 5,019 | $3.4M |
| Prescription drug(4 contracts, 4 carriers) | ANTHEM HEALTH PLANS OF VIRGINIA, INC. | 764 | $10.2M |
| Other(11 contracts, 9 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 5,019 | $6.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 6,363 | — |
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.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.