| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1120 SANCTUARY PKWY SUITE 300 ALPHARETTA, GA 30009 | DELTA DENTAL INSURANCE COMPANY | $88K | — | $88K | 1.99% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES HOUSTON, | LLC 1120 SANCTUARY PKWY STE 300 ALPHARETTA, GA 300047604 | RELIASTAR LIFE INSURANCE COMPANY | $146K | — | $146K | 4.00% |
| BENEFIT ADVISORS SERVICES GROUP LLC3 | 1120 SANCTUARY PKWY STE 300 ALPHARETTA, GA 300097630 | RELIASTAR LIFE INSURANCE COMPANY | — | $109K | $109K | 3.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICE | 1120 SANCTUARY PKWY STE 300 ALPHARETTA, GA 30009 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $65K | — | $65K | 2.99% |
| BENEFIT ADVISORS SERVICES3 | 1120 SANCTUARY PKWY STE 375 ALPHARETTA, GA 30009 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $65K | — | $65K | 2.99% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 1120 SANCTUARY PARKWAY SUITE 300 ALPHARETTA, GA 30009 | VISION SERVICE PLAN | $15K | — | $15K | 2.00% |
| BENEFIT ADVISOR SERVICES3 | 1120 SANCTUARY PKWY SUITE 307 ALPHARETTA, GA 30009 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $17K | — | $17K | 3.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 1120 SANCTUARY PKWY SUITE 300 ALPHARETTA, GA 30009 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $17K | — | $17K | 2.98% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICE | 1120 SANCTUARY PKWY STE 300 ALPHARETTA, GA 30009 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $10K | — | $10K | 3.00% |
| BENEFIT ADVISORS SERVICES3 | 1120 SANCTUARY PKWY STE 375 ALPHARETTA, GA 30009 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $10K | — | $10K | 3.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1120 SANCTUARY PKWY STE 300 ALPHARETTA, GA 30009 | DELTA DENTAL INSURANCE COMPANY | $1K | — | $1K | 1.43% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICE | 1120 SANCTUARY PKWY SUTE 300 ALPHARETTA, GA 30009 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2K | — | $2K | 3.18% |
| BENEFIT ADVISORS SERVICES3 | 1120 SANCTUARY PKWY STE 375 ALPHARETTA, GA 30009 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2K | — | $2K | 3.00% |
| BENEFIT ADVISORS SERVICES3 | 1120 SANCTUARY PKWY SUITE 300 ALPHARETTA, GA 30009 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $404 | — | $404 | 2.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 1120 SANCTUARY PKWY SUITE 300 ALPHARETTA, GA 30009 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $404 | — | $404 | 2.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 1120 SANCTUARY PKWY SUITE 300 ALPHARETTA, GA 30009 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $24 | — | $24 | 2.97% |
| BENEFIT ADVISOR SERVICES3 | 1120 SANCTUARY PKWY SUITE 375 ALPHARETTA, GA 30009 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $24 | — | $24 | 2.97% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 1120 SANCTUARY PKWY SUITE 300 ALPHARETTA, GA 30009 | CIGNA LIFE INSURANCE CO. OF NEW YORK | $44 | — | $44 | 6.73% |
| BENEFIT ADVISOR SERVICES3 | 1120 SANCTUARY PKWY SUITE 307 ALPHARETTA, GA 30009 | CIGNA LIFE INSURANCE CO. OF NEW YORK | $44 | — | $44 | 6.73% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 1120 SANCTUARY PKWY STE 300 ALPHARETTA, GA 30009 | LIFE INSURANCE COMPANY OF NORTH AMERICA | -$2 | — | -$2 | — |
| BENEFIT ADVISORS SERVICES3 | 1120 SANCTUARY PKWY STE 375 ALPHARETTA, GA 30009 | LIFE INSURANCE COMPANY OF NORTH AMERICA | -$2 | — | -$2 | — |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS AND BLUE SHIELD OF GA EIN 58-0469845 TPA | Contract Administrator; Claims processing; Other services; Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $2.7M |
| FEI BEHAVIORAL HEALTH EIN 39-1714534 TPA | Claims processing Service code 12 | — | $160K |
| ALLIANT INSURANCE SERVICES LLC | Insurance brokerage commissions and fees; Other commissions; Insurance agents and brokers Service code 22 | — | $150K |
| ADP BENEFIT SERVICES EIN 58-2018248 TPA | Claims processing Service code 12 | — | $140K |
| LIFE INSURANCE COMPANY OF NORTH AME EIN 23-1503749 TPA | Claims processing; Plan Administrator Service code 12 | — | $106K |
| CATAMARAN RX EIN 88-0361447 TPA | Claims processing Service code 12 | — | $80K |
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 | 8,691 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,360 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 10,051 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(8 contracts, 7 carriers) | KAISER FOUNDATION HEALTH PLAN OF GEORGIA | 371 | $4.4M |
| Dental(2 contracts) | DELTA DENTAL INSURANCE COMPANY | 10,170 | $4.5M |
| Vision | VISION SERVICE PLAN | 4,328 | $766K |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 8,414 | $2.2M |
| Short-term disability(6 contracts, 2 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 6,045 | $440K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 5,767 | $576K |
| Prescription drug(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLANS INC. | 138 | $1.1M |
| Stop-loss / reinsurancereinsurance | RELIASTAR LIFE INSURANCE COMPANY | 5,061 | $3.6M |
| Other | CONTINENTAL CASUALTY COMPANY | 210 | $107K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 10,170 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.