| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 5909 PEACHTREE DUNWOODY RD BUILDING D, STE 800 ATLANTA, GA 30328 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $136K | — | $136K | 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 | $84K | — | $84K | 9.24% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 2405 SATELLITE BLVD SUITE 200 DULUTH, GA 30096 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $16K | $16K | 1.76% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 425 CALIFORNIA ST 24TH FLOOR SAN FRANCISCO, CA 94104 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $8K | $8K | 0.88% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 5909 PEACHTREE DUNWOODY RD BUILDING D, STE 800 ATLANTA, GA 30328 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $50K | — | $50K | 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 | $23K | — | $23K | 6.91% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 2405 SATELLITE BLVD STE 200 DULUTH, GA 30096 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $5K | $5K | 1.53% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 425 CALIFORNIA ST 24TH FLOOR SAN FRANCISCO, CA 94104 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $3K | $3K | 0.76% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 5909 PEACHTREE DUNWOODY RD STE ATLANTA, GA 30328 | VISION SERVICE PLAN | $4K | — | $4K | 1.95% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 5909 PEACHTREE DUNWOODY RD BUILDING D, STE 800 ATLANTA, GA 30328 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $13K | — | $13K | 13.97% |
| STEALTH PARTNER GROUP LLC3 Filed as: STEALTH PARTNER GROUP, LLC | 18700 N. HAYDEN RD SUITE 405 SCOTTDALE, AZ 85255 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $8K | — | $8K | 8.69% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS CENTER | 2405 SATELLITE BLVD STE 200 DULUTH, GA 30096 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $3K | $3K | 2.95% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 425 CALIFORNIA ST 24TH FLOOR SAN FRANCISCO, CA 94104 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $1K | $1K | 1.48% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 5909 PEACHTREE DUNWOODY RD BUILDING D, STE 800 ATLANTA, GA 30328 | RELIANCE STANDARD LIFE INSURANCE CENTER | $10K | — | $10K | 13.98% |
| STEALTH PARTNER GROUP LLC3 Filed as: STEALTH PARTNER GROUP, LLC | 18700 N. HAYDEN RD SUITE 405 SCOTTSDALE, AZ 85255 | RELIANCE STANDARD LIFE INSURANCE CENTER | $6K | — | $6K | 8.16% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 2405 SATELLITE BLVD STE 200 DULUTH, GA 30096 | RELIANCE STANDARD LIFE INSURANCE CENTER | — | $2K | $2K | 2.53% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 425 CALIFORNIA ST 24TH FLOOR SAN FRANCISCO, CA 94104 | RELIANCE STANDARD LIFE INSURANCE CENTER | — | $906 | $906 | 1.26% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 5909 PEACHTREE DUNWOODY RD BUILDING D, STE 800 ATLANTA, GA 30328 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $4K | — | $4K | 13.54% |
| STEALTH PARTNER GROUP LLC3 Filed as: STEALTH PARTNER GROUP, LLC | 18700 N. HAYDEN RD SUITE 405 SCOTTSDALE, AZ 85255 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $2K | — | $2K | 7.90% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 2405 SATELLITE BLVD STE 200 DULUTH, GA 30096 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $707 | $707 | 2.32% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 425 CALIFORNIA ST 24TH FLOOR SAN FRANCISCO, CA 94104 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $354 | $354 | 1.16% |
| REUBEN WARNER ASSOCIATES, INC.3 | 1655 RICHMOND AVE STATEN ISLAND, NY 10314 | FEDERAL INSURANCE COMPANY | $5K | — | $5K | 20.00% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICE LLC | 12 GILL ST SUITE 5500 WOBURN, MA 01801 | FEDERAL INSURANCE COMPANY | $4K | — | $4K | 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 | $2K | — | $2K | 23.97% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 2405 SATELLITE BLVD SUITE 200 DULUTH, GA 30096 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $996 | $996 | 15.18% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 425 CALIFORNIA ST 24TH FLOOR SAN FRANCISCO, CA 94104 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $498 | $498 | 7.59% |
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 | 1,199 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 1,199 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | VISION SERVICE PLAN | 939 | $226K |
| Life insurance | RELIANCE STANDARD LIFE INSURANCE COMPANY | 1,199 | $908K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 1,199 | $330K |
| Other(6 contracts, 3 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 3,258 | $1.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,258 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.