| 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 | $80K | — | $80K | 2.00% |
| 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 SERVICES HOUSTON, | LLC 1120 SANCTUARY PKWY STE 300 ALPHARETTA, GA 300047604 | RELIASTAR LIFE INSURANCE COMPANY | $80K | — | $80K | 2.20% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICE | 1120 SANCTUARY PKWY STE 300 ALPHARETTA, GA 30009 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $59K | — | $59K | 2.99% |
| BENEFIT ADVISORS SERVICES3 | 1120 SANCTUARY PKWY STE 375 ALPHARETTA, GA 30009 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $59K | — | $59K | 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% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 1120 SANCTUARY PKWY SUITE 300 ALPHARETTA, GA 30009 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $14K | — | $14K | 3.00% |
| BENEFIT ADVISOR SERVICES3 | 1120 SANCTUARY PKWY SUITE 307 ALPHARETTA, GA 30009 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $14K | — | $14K | 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 | $7K | — | $7K | 3.00% |
| BENEFIT ADVISORS SERVICES3 | 1120 SANCTUARY PKWY STE 375 ALPHARETTA, GA 30009 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $7K | — | $7K | 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 | $2K | — | $2K | 2.00% |
| 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 | 3.00% |
| BENEFIT ADVISORS SERVICES3 | 1120 SANCTUARY PKWY STE 375 ALPHARETTA, GA 30009 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2K | — | $2K | 3.00% |
| 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 | $551 | — | $551 | 3.00% |
| BENEFIT ADVISOR SERVICES3 | 1120 SANCTUARY PKWY SUITE 307 ALPHARETTA, GA 30009 | CIGNA LIFE INSURANCE CO. OF NEW YORK | $551 | — | $551 | 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 | $44 | — | $44 | — |
| BENEFIT ADVISOR SERVICES3 | 1120 SANCTUARY PKWY SUITE 375 ALPHARETTA, GA 30009 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $44 | — | $44 | — |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 1120 SANCTUARY PKWY STE 300 ALPHARETTA, GA 30009 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $45 | — | $45 | — |
| BENEFIT ADVISORS SERVICES3 | 1120 SANCTUARY PKWY STE 375 ALPHARETTA, GA 30009 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $45 | — | $45 | — |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS AND BLUE SHIELD OF GA EIN 58-0469845 TPA | Float revenue; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Claims processing Service code 12 | — | $2.6M |
| FEI BEHAVIORAL HEALTH EIN 39-1714534 TPA | Claims processing Service code 12 | — | $150K |
| ALLIANT INSURANCE SERVICES LLC | Insurance agents and brokers; Insurance brokerage commissions and fees; Other commissions Service code 22 | — | $142K |
| ADP BENEFIT SERVICES EIN 58-2018248 TPA | Claims processing Service code 12 | — | $94K |
| LIFE INSURANCE COMPANY OF NORTH AME EIN 23-1503749 TPA | Claims processing; Plan Administrator Service code 12 | — | $91K |
| OPTUM RX EIN 11-2581812 TPA | Claims processing Service code 12 | — | $53K |
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 | 9,006 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,306 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 10,312 | 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 | 328 | $3.9M |
| Dental(2 contracts) | DELTA DENTAL INSURANCE COMPANY | 8,890 | $4.1M |
| Vision | VISION SERVICE PLAN | 3,908 | $731K |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 8,611 | $2.0M |
| Short-term disability(5 contracts, 2 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 5,287 | $330K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 5,180 | $474K |
| Prescription drug(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLANS INC. | 120 | $1.0M |
| Stop-loss / reinsurancereinsurance | RELIASTAR LIFE INSURANCE COMPANY | 4,213 | $3.6M |
| Other | CONTINENTAL CASUALTY COMPANY | 176 | $91K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 8,890 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.