| 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 | $69K | — | $69K | 2.00% |
| BENEFIT ADVISORS SERVICES GROUP LLC3 Filed as: BENEFIT ADVISORS SERVICES GROUP | STE 3005 1501 REEDSDALE PITTSBURGH, PA 15233 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $125K | $31K | $157K | 8.40% |
| BENEFIT ADVISORS SERVICES GROUP LLC3 Filed as: BENEFIT ADVISORS SERVICES GROUP | STE 403 1501 REEDSDALE ST PITTSBURGH, PA 15233 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $47K | — | $47K | 2.52% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 701 B ST FL 6 SAN DIEGO, CA 921018156 | VISION SERVICE PLAN | $12K | — | $12K | 1.85% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICE | SAGEWELL PARTNERS 1501 REEDSDALE ST STE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $34K | $4K | $38K | 9.22% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 1120 SANCTUARY PKWY SUITE 300 ALPHARETTA, GA 30009 | LIFE INSURANCE COMPANY OF NORTH AMERICA | -$288 | — | -$288 | -0.07% |
| BENEFIT ADVISOR SERVICES3 | 1120 SANCTUARY PKWY SUITE 307 ALPHARETTA, GA 30009 | LIFE INSURANCE COMPANY OF NORTH AMERICA | -$288 | — | -$288 | -0.07% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICE | SAGEWELL PARTNERS 1501 REEDSDALE ST STE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $24K | $4K | $28K | 9.19% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICE | 1120 SANCTUARY PKWY STE 300 ALPHARETTA, GA 30009 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $8 | — | $8 | 0.00% |
| BENEFIT ADVISORS SERVICES3 | 1120 SANCTUARY PKWY STE 375 ALPHARETTA, GA 30009 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $8 | — | $8 | 0.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1120 SANCTUARY PKWY STE 300 ALPHARETTA, GA 30009 | DELTA DENTAL INSURANCE COMPANY | $3K | — | $3K | 2.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | STE 300 1120 SANCTUARY PKWY ALPHARETTA, GA 30009 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $19K | — | $19K | 70.01% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICE | 1120 SANCTUARY PKWY SUTE 375 ALPHARETTA, GA 30009 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $420 | — | $420 | 2.00% |
| BENEFIT ADVISORS SERVICES3 | 1120 SANCTUARY PKWY STE 375 ALPHARETTA, GA 30009 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $420 | — | $420 | 2.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | SAGEWELL PARTNERS 1501 REEDSDALE ST STE 403 PITTSBURGH, PA 15233 | CIGNA LIFE INSURANCE CO. OF NEW YORK | $2K | $162 | $2K | 8.85% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | STE 300 1120 SANCTUARY PKWY ALPHARETTA, GA 30009 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $2K | — | $2K | 69.52% |
| BENEFIT ADVISORS SERVICES GROUP LLC3 Filed as: BENEFIT ADVISORS SERVICES GROUP | STE 3005 1501 REEDSDALE ST PITTSBURGH, PA 15233 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $113 | $28 | $141 | 8.30% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | SAGEWELL PARTNERS 1501 REEDSDALE ST STE 430 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $132 | $12 | $144 | 8.70% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | STE 300 1120 SANCTUARY PKWY ALPHARETTA, GA 30009 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $765 | — | $765 | 69.93% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| OPTUM RX EIN 11-2581812 TPA | Claims processing Service code 12 | — | $12.4M |
| BLUE CROSS AND BLUE SHIELD OF GA EIN 58-0469845 TPA | Float revenue; Other services; Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator Service code 12 | — | $2.5M |
| ADP BENEFIT SERVICES EIN 58-2018248 TPA | Claims processing Service code 12 | — | $538K |
| FEI BEHAVIORAL HEALTH EIN 39-1714534 TPA | Claims processing Service code 12 | — | $142K |
| LIFE INSURANCE COMPANY OF NORTH AME EIN 23-1503749 TPA | Claims processing; Plan Administrator Service code 12 | — | $74K |
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 | 6,646 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,301 | Continuation coverage (COBRA, retiree health). |
| Beneficiaries receiving benefits | 0 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 7,947 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(7 contracts, 6 carriers) | KAISER FOUNDATION HEALTH PLAN OF GEORGIA | 287 | $3.4M |
| Dental(2 contracts) | DELTA DENTAL INSURANCE COMPANY | 7,038 | $3.6M |
| Vision | VISION SERVICE PLAN | 3,363 | $670K |
| Life insurance(2 contracts) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 6,473 | $1.9M |
| Short-term disability(4 contracts, 2 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 5,135 | $344K |
| Long-term disability(4 contracts, 3 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 5,135 | $444K |
| Prescription drug(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLANS INC. | 113 | $889K |
| Stop-loss / reinsurancereinsurance | BLUE CROSS BLUE SHIELD OF GEORGIA | 6,877 | $1.3M |
| Other | CONTINENTAL CASUALTY COMPANY | 116 | $68K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 7,038 | — |
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."
No prospect flags tripped on this filing.