| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 3333 PIEDMONT ROAD STE 1400 ATLANTA, GA 30305 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $115K | — | $115K | 15.00% |
| STEALTH PARTNER GROUP LLC3 Filed as: STEALTH PARTNER GROUP, LLC | 18700 N. HAYDEN RD SUITE 405 SCOTTSDALE, AZ 85255 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $38K | — | $38K | 5.00% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 5909 PEACHTREE DUNWOODY RD STE ATLANTA, GA 30328 | VISION SERVICE PLAN | $4K | — | $4K | 2.07% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 3333 PIEDMONT ROAD STE 1400 ATLANTA, GA 30305 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $19K | — | $19K | 15.00% |
| STEALTH PARTNER GROUP LLC3 Filed as: STEALTH PARNTER GROUP, LLC | 18700 N. HAYDEN RD SUITE 405 SCOTTSDALE, AZ 85255 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $6K | — | $6K | 5.00% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS CENTER | 3333 PIEDMONT ROAD STE 1400 ATLANTA, GA 30305 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $42K | — | $42K | 60.00% |
| STEALTH PARTNER GROUP LLC3 Filed as: STEALTH PARTNER GROUP, LLC | 18700 N. HAYDEN RD SUITE 405 SCOTTDALE, AZ 85255 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $4K | — | $4K | 5.00% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 3333 PIEDMONT ROAD STE 1400 ATLANTA, GA 30305 | RELIANCE STANDARD LIFE INSURANCE CENTER | $27K | — | $27K | 60.00% |
| STEALTH PARTNER GROUP LLC3 Filed as: STEALTH PARTNER GROUP, LLC | 18700 N. HAYDEN RD SUITE 405 SCOTTSDALE, AZ 85255 | RELIANCE STANDARD LIFE INSURANCE CENTER | $2K | — | $2K | 5.00% |
| STEALTH PARTNER GROUP LLC3 Filed as: STEALTH PARTNER GROUP, LLC | 18700 N. HAYDEN RD SUITE 405 SCOTTSDALE, AZ 85255 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $1K | — | $1K | 5.00% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 3333 PIEDMONT ROAD STE 1400 ATLANTA, GA 30305 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $11K | — | $11K | 60.00% |
| STEALTH PARTNER GROUP LLC3 Filed as: STEALTH PARTNER GROUP, LLC | 18700 N. HAYDEN RD SUITE 405 SCOTTSDALE, AZ 85255 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $884 | — | $884 | 5.00% |
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 | 882 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 882 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | VISION SERVICE PLAN | 918 | $200K |
| Life insurance | RELIANCE STANDARD LIFE INSURANCE COMPANY | 876 | $770K |
| Short-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 15 | $44K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 876 | $126K |
| Other(6 contracts, 3 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 1,672 | $928K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,672 | — |
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.