| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| PETER J MACE3 | 5775-D GLENRIDGE DRIVE, STE 350 ATLANTA, GA 30328 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $497K | — | $497K | 21.38% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY AND ASSOCIATES LLC | P.O. BOX 441 DES MOINES, IA 50302 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $50K | $50K | 2.13% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | P.O. BOX 123042 DALLAS, TX 753123042 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1K | — | $1K | 0.05% |
| PETER J MACE3 Filed as: PETER MACE | 3350 RIVERWOOD PKWY #80 ATLANTA, GA 30328 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $127K | — | $127K | 31.36% |
| HODGES-MACE BENEFITS GRP INC3 Filed as: HODGES-MACE BENEFITS GROUP | 5775-D GLENRIDGE DRIVE, STE 350 ATLANTA, GA 30328 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $14K | $16K | 4.00% |
| HODGES-MACE BENEFITS GRP INC3 Filed as: HODGES-MACE BENEFITS GROUP | 5775-E GLENRIDGE DRIVE, STE 500 ATLANTA, GA 30328 | RELIASTAR LIFE INSURANCE COMPANY | $43K | — | $43K | 15.82% |
| HODGES-MACE LLC3 | 5775-D GLENRIDGE DRIVE, STE 350 ATLANTA, GA 30328 | AETNA LIFE INSURANCE CO. | $34K | — | $34K | 25.40% |
| PETER J MACE3 | 3350 RIVERWOOD PKWY #80 ATLANTA, GA 30339 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $29K | — | $29K | 34.95% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY AND ASSOCIATES LLC | P.O. BOX 441 DES MOINES, IA 50302 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $827 | $18K | $19K | 22.77% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | P.O. BOX 123042 DALLAS, TX 753123042 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $197 | — | $197 | 0.24% |
| HODGES-MACE BENEFITS GRP INC Filed as: HODGES-MACE BENEFITS GROUP | 5775-D GLENRIDGE DRIVE, STE 350 ATLANTA, GA 30328 | HEALTHIEST YOU | $11K | — | $11K | 15.00% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY AND ASSOCIATES LLC | P.O. BOX 441 DES MOINES, IA 50302 | VETERINARY PET INSURANCE (VPI) | $359 | — | $359 | 0.51% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | P.O. BOX 123042 DALLAS, TX 753123042 | VETERINARY PET INSURANCE (VPI) | $129 | — | $129 | 0.18% |
| HODGES-MACE BENEFITS GRP INC3 Filed as: HODGES-MACE BENEFITS GROUP | 5775-D GLENRIDGE DRIVE, STE 350 ATLANTA, GA 30328 | METLIFE LEGAL PLANS, INC. | $6K | — | $6K | 9.88% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY AND ASSOCIATES LLC | 2727 GRAND PRAIRIE PKWY WAUKEE, IA 50263 | HARTFORD LIFE AND ACCIDENT | — | $87 | $87 | 2.34% |
| PETER J MACE3 Filed as: PETER MACE | 3350 RIVERWOOD PKWY #80 ATLANTA, GA 30328 | FIRST UNUM LIFE INSURANCE COMPANY | $389 | — | $389 | 52.85% |
| PETER J MACE3 | 3350 RIVERWOOD PKWY #80 ATLANTA, GA 30339 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $24K | — | $24K | — |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY AND ASSOCIATES LLC | P.O. BOX 441 DES MOINES, IA 50302 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $684 | $22K | $22K | — |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | P.O. BOX 123042 DALLAS, TX 753123042 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $171 | — | $171 | — |
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 | 4,523 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4,508 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 9,031 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 192 | $2.5M |
| Dental(4 contracts, 4 carriers) | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | 1,384 | $730K |
| Vision | VISION SERVICE PLAN | 2,732 | $463K |
| Life insurance(4 contracts, 4 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 5,179 | $2.7M |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 5,179 | $2.3M |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 5,179 | $2.3M |
| Prescription drug(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 192 | $2.3M |
| Other(11 contracts, 9 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 5,179 | $3.7M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 5,179 | — |
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.