| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HODGES-MACE LLC3 | 3350 RIVERWOOD PARKWAY #80 ATLANTA, GA 30339 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $137K | — | $137K | 25.00% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY AND ASSOCIATES LLC | PO BOX 441 DES MOINES, IA 50302 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $10K | $10K | 1.81% |
| PETER J MACE3 | 5775 E GLENRIDGE DR, #500 ATLANTA, GA 30328 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $94K | — | $94K | 20.00% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY AND ASSOCIATES LLC | PO BOX 441 DES MOINES, IA 50302 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $8K | $8K | 1.74% |
| HODGES-MACE LLC3 | 3350 RIVERWOOD PARKWAY #80 ATLANTA, GA 30339 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $56K | — | $56K | 17.48% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY AND ASSOCIATES LLC | P.O. BOX 441 DES MOINES, IA 50302 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $8K | $8K | 2.65% |
| HODGES-MACE BENEFITS GRP INC3 Filed as: HODGES-MACE BENEFITS GROUP INC | 5775 GLENRIDGE DR STE E500 ATLANTA, GA 30328 | RELIASTAR LIFE INSURANCE COMPANY | $38K | — | $38K | 19.78% |
| HODGES-MACE LLC3 Filed as: HODGES-MACE, LLC | 3350 RIVERWOOD PARKWAY #80 ATLANTA, GA 30339 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $52K | — | $52K | 31.52% |
| PETER J MACE3 | ALIGHT SOLUTIONS 3350 RIVERWOOD PKWY #80 ATLANTA, GA 30339 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $16K | — | $16K | 10.04% |
| HODGES-MACE LLC3 Filed as: HODGES-MACE, LLC | 3350 RIVERWOOD PARKWAY #80 ATLANTA, GA 30339 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $56K | — | $56K | 36.53% |
| PETER J MACE3 | ALIGHT SOLUTIONS 3350 RIVERWOOD PKWY #80 ATLANTA, GA 30328 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $13K | — | $13K | 8.82% |
| HODGES-MACE LLC3 | 5775-D GLENRIDGE DRIVE, SUITE 350 ATLANTA, GA 30328 | AETNA LIFE INSURANCE CO. | $12K | — | $12K | 12.76% |
| HODGES-MACE LLC3 | 3350 RIVERWOOD PARKWAY #80 ATLANTA, GA 30339 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $12K | — | $12K | 25.00% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY AND ASSOCIATES LLC | P.O. BOX 441 DES MOINES, IA 50302 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $1K | $1K | 2.62% |
| HODGES-MACE LLC3 Filed as: HODGES-MACE, LLC | PO BOX 95381 CHICAGO, IL 60694 | METLIFE LEGAL PLANS, INC. | $2K | — | $2K | 7.10% |
| HODGES-MACE LLC3 Filed as: HODGES-MACE, LLC | 5775 E GLENRIDGE DR, STE 500 ATLANTA, GA 30328 | METLIFE LEGAL PLANS, INC. | $2K | — | $2K | 5.72% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | 3657 BRIARPARK DR HOUSTON, TX 77042 | METLIFE LEGAL PLANS, INC. | $50 | — | $50 | 0.17% |
| PETER J MACE3 Filed as: PETER MACE | 3350 RIVERWOOD PKWY #80 ATLANTA, GA 30339 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $15 | — | $15 | 5.17% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY AND ASSOCIATES LLC | P.O. BOX 441 DES MOINES, IA 50302 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $8 | $8 | 2.76% |
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 | 8,783 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 61 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 8,844 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 292 | $1.4M |
| Dental(4 contracts, 4 carriers) | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | 1,628 | $382K |
| Vision | VISION SERVICE PLAN | 2,902 | $283K |
| Life insurance(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 2,900 | $596K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 1,884 | $468K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 1,344 | $318K |
| Prescription drug(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 292 | $1.4M |
| Other(8 contracts, 4 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 3,931 | $1.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,931 | — |
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.
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.