| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HODGES-MACE LLC3 | 5775-D GLENRIDGE DRIVE SUITE 350 ATLANTA, GA 30328 | AETNA LIFE INSURANCE CO | $45K | — | $45K | 1.07% |
| PETER J MACE3 Filed as: PETER MACE | 5775-D GLENRIDGE DR STE 350 ATLANTA, GA 30328 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $821K | — | $821K | 23.60% |
| PETER J MACE3 | 5775 E GLENRIDGE DR STE 500 ATLANTA, GA 30328 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $314K | — | $314K | 44.13% |
| HODGES-MACE BENEFITS GRP INC3 | 5775 E GLENRIDGE DR STE 500 ATLANTA, GA 30328 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $36K | $36K | 5.10% |
| GREGORY JAMES HODGES3 | 5775 E GLENRIDGE DR STE 500 ATLANTA, GA 30328 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $4K | — | $4K | 0.55% |
| PETER J MACE3 Filed as: PETER MACE | 5775-D GLENRIDGE DR STE 350 ATLANTA, GA 30328 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $145K | — | $145K | 29.00% |
| HODGES-MACE BENEFITS GRP INC3 Filed as: HODGES-MACE BENEFITS GROUP INC | 5775 GLENRIDGE DR STE E500 ATLANTA, GA 30328 | RELIASTAR LIFE INSURANCE COMPANY | — | — | $0 | 0.00% |
| PETER J MACE3 Filed as: PETER MACE | 5575-D GLENRIDGE DR STE 350 ATLANTA, GA 30328 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $143K | — | $143K | 39.34% |
| STEALTH PARTNER GROUP LLC Filed as: STEALTH PARTNER GROUP | 18940 N PIMA RD #210 SCOTTSDALE, AZ 85255 | QBE INSURANCE | — | $21K | $21K | 7.00% |
| HODGES-MACE LLC3 | 5775 E GLENRIDGE DR SUITE 500 ATLANTA, GA 30328 | METLIFE LEGAL PLANS INC | $7K | — | $7K | 10.18% |
| HODGES-MACE LLC3 Filed as: HODGES-MACE | 5775 GLENRIDGE DR STE 350 ATLANTA, GA 30328 | HEALTHIEST YOU | $10K | — | $10K | 15.00% |
| PETER J MACE3 | 5775-E GLENRIDGE DR STE 500 ATLANTA, GA 30328 | FIRST UNUM LIFE INSURANCE COMPANY | $3K | — | $3K | 66.57% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCIATES LLC | PO BOX 441 DES MOINES, IA 50302 | HARTFORD LIFE AND ACCIDENT | — | $38 | $38 | 1.03% |
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 | 7,560 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 70 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 7,630 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | AETNA LIFE INSURANCE CO | 5,344 | $7.7M |
| Dental(2 contracts, 2 carriers) | AETNA LIFE INSURANCE CO | 5,344 | $4.7M |
| Vision | VISION SERVICE PLAN | 5,831 | $651K |
| Life insurance(4 contracts, 4 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 4,202 | $4.2M |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 4,202 | $3.5M |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 4,202 | $3.5M |
| Prescription drug | KAISER FOUNDATION HEALTH PLAN INC | 694 | $3.4M |
| Stop-loss / reinsurancereinsurance | QBE INSURANCE | 341 | $302K |
| Other(10 contracts, 8 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 4,202 | $6.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 5,831 | — |
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.