| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| RAKESH BANSAL3 | 1 HORSESHOE CT MONROE, NJ 08831 | KAISER FOUNDATION HEALTH PLAN OF GEORGIA | $11K | — | $11K | 1.19% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 21ST FLOOR TWO PIERCE PLACE ITASCA, IL 60143 | FIRST UNUM LIFE INSURANCE COMPANY OF AMERICA | $13K | — | $13K | 13.61% |
| RAKESH BANSAL3 | 1 HORSESHOE CT MONROE, NJ 08831 | FIRST UNUM LIFE INSURANCE COMPANY OF AMERICA | $2K | — | $2K | 2.50% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 2850 W GOLF ROAD 11TH FLOOR ROLLING MEADOWS, IL 60008 | FIRST UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $1K | $1K | 1.13% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 21ST FLOOR TOW PIERCE PLACE ITASCA, IL 60143 | FIRST UNUM LIFE INSURANCE COMPANY OF AMERICA | $7K | — | $7K | 13.40% |
| RAKESH BANSAL3 | 1 HORSESHOE CT MONROE, NJ 08831 | FIRST UNUM LIFE INSURANCE COMPANY OF AMERICA | $1K | — | $1K | 2.38% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 2850 W GOLF ROAD 11TH FLOOR ROLLING MEADOWS, IL 60008 | FIRST UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $624 | $624 | 1.12% |
| NYLIFE SECURITIES LLC3 | 51 MADISON AVE, ROOM 251 NEW YORK, NY 10010 | FIRST UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $66 | $66 | 0.12% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 2850 W GOLF ROAD 11TH FLOOR ROLLING MEADOWS, IL 60008 | FIRST UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $5K | $5K | 11.13% |
| NYLIFE SECURITIES LLC3 | 51 MADISON AVE, ROOM 251 NEW YORK, NY 10010 | FIRST UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $73 | $73 | 0.18% |
| GALLAGHER BENEFIT SERVICES, INC.3 | TWO PIERCE PLACE, 21ST FLOOR ITASCA, IL 60143 | FIRST UNUM LIFE INSURANCE COMPANY OF AMERICA | $241 | — | $241 | 1.18% |
| NYLIFE SECURITIES LLC3 | 51 MADISON AVE, ROOM 251 NEW YORK, NY 10010 | FIRST UNUM LIFE INSURANCE COMPANY OF AMERICA | $0 | $24 | $24 | 0.12% |
| CORPORATE SYNERGIES GROUP LLC3 Filed as: CORPORATE SYNERGIES GROUP, LLC | 5000 DEARBORN CIRCLE, SUITE 100 MOUNT LAUREL, NJ 08054 | CIGNA LIFE INSURANCE COMPANY OF NEW YORK | $0 | $2K | $2K | 15.00% |
| GALLAGHER BENEFIT SERVICES, INC.3 | PO BOX 3009 ARLINGTON HEIGHTS, IL 60006 | VISION SERVICE PLAN | $1K | — | $1K | — |
| RAKESH BANSAL3 | 1 HORSESHOE CT MONROE, NJ 08831 | VISION SERVICE PLAN | $144 | — | $144 | — |
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 | 1,273 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,273 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN OF GEORGIA | 138 | $916K |
| Vision | VISION SERVICE PLAN | 265 | $0 |
| Life insurance(2 contracts) | FIRST UNUM LIFE INSURANCE COMPANY OF AMERICA | 1,038 | $116K |
| Short-term disability | FIRST UNUM LIFE INSURANCE COMPANY OF AMERICA | 162 | $41K |
| Long-term disability | CIGNA LIFE INSURANCE COMPANY OF NEW YORK | 1,122 | $11K |
| Prescription drug | KAISER FOUNDATION HEALTH PLAN OF GEORGIA | 138 | $916K |
| Other(2 contracts, 2 carriers) | FIRST UNUM LIFE INSURANCE COMPANY OF AMERICA | 392 | $91K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,122 | — |
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.