| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 200 GLENRIDGE POINT PKWY SUITE 400 ATLANTA, GA 30342 | SUN LIFE ASSURANCE COMPANY OF CANADA | $42K | — | $42K | 0.71% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | PO BOX 102159 PASADENA, CA 91189 | SUN LIFE ASSURANCE COMPANY OF CANADA | — | $6K | $6K | 0.11% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INSURANCE | 3333 PIEDMONT ROAD NE SUITE 1400 ATLANTA, GA 30305 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $80K | — | $80K | 2.67% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INSURANCE | 3333 PIEDMONT ROAD NE SUITE 1400 ATLANTA, GA 30305 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $38K | $5K | $43K | 3.39% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INSURANCE | 3333 PIEDMONT ROAD NE SUITE 1400 ATLANTA, GA 30305 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $68K | — | $68K | 11.76% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INSURANCE | 3333 PIEDMONT ROAD NE SUITE 1400 ATLANTA, GA 30305 | CIGNA LIFE INSURANCE CO. OF NEW YORK | $4K | $1K | $5K | 1.87% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INSURANCE | 3333 PIEDMONT ROAD NE SUITE 1400 ATLANTA, GA 30305 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $41K | $4K | $45K | 16.49% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INSURANCE | 3333 PIEDMONT ROAD NE SUITE 1400 ATLANTA, GA 30305 | NEW YORK LIFE GROUP INSURANCE COMPANY OF NY | $4K | — | $4K | 1.41% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 5909 PEACHTREE DUNWOODY RD SUITE 800 ATLANTA, GA 30328 | METROPOLITAN LIFE INSURANCE COMPANY | $9K | $1K | $10K | 7.09% |
| INTEGRO INSURANCE BROKERS3 Filed as: INTEGRO USA INC D/B/A INTEGRO IB | — | METROPOLITAN LIFE INSURANCE COMPANY | $7K | — | $7K | 5.11% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP A MARSH & MCLENNAN AGEN | — | METROPOLITAN LIFE INSURANCE COMPANY | $2K | — | $2K | 1.54% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INSURANCE | 3333 PIEDMONT ROAD NE SUITE 1400 ATLANTA, GA 30305 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $30 | — | $30 | 1.11% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INSURANCE | 3333 PIEDMONT RD NE SUITE 1400 ATLANTA, GA 30305 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2K | $30 | $2K | 341.44% |
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 | 20,085 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 226 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 48 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 20,359 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(7 contracts, 6 carriers) | GEISINGER HEALTH PLAN | 820 | $19.3M |
| Dental | HMSA | 36 | $139K |
| Life insurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 16,171 | $5.9M |
| Long-term disability(3 contracts, 2 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 20,359 | $10.2M |
| Prescription drug | TRIPLE-S SALUD, INC. | 31 | $655K |
| Other(8 contracts, 5 carriers) | TRIPLE-S SALUD, INC. | 20,359 | $2.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 20,359 | — |
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."
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.