| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ENROLLEASE3 Filed as: DIGITAL BENEFIT ADVISORS-ORLANDO FL | 200 GALLERIA PKWY SE STE 1950 ATLANTA, GA 30339 | UNITEDHEALTHCARE INSURANCE COMPANY | $147K | — | $147K | 1.00% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INS SERVICES INC | PO BOX 632886 CINCINNATI, OH 45263 | UNITEDHEALTHCARE INSURANCE COMPANY | $98 | — | $98 | 0.00% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE, INC. | 200 GALLERIA PKWY SE STE 1950 ATLANTA, GA 303395946 | KAISER FOUNDATION HEALTH PLAN INC. | $44K | — | $44K | 0.50% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INS SERVICES, INC. | 160 W SANTA CLARA STREET STE 450 SAN JOSE, CA 951131762 | KAISER FOUNDATION HEALTH PLAN INC. | $43 | — | $43 | 0.00% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE, INC. | 200 GALLERIA PKWY SE STE 1950 ATLANTA, GA 303395946 | KAISER FOUNDATION HEALTH PLAN INC. | $45K | — | $45K | 0.54% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | 200 GALLERIA PARKWAY STE 1950 ATLANTA, GA 303395946 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $217K | $35K | $252K | 3.76% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE | 200 GALLERIA PARKWAY SUITE 1950 ATLANTA, GA 30339 | AETNA LIFE INSURANCE COMPANY | $119K | — | $119K | 2.22% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP A MARSH&MCLENNAN AGENCY | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $68K | $68K | 1.27% |
| MARSH & MCLENNAN AGENCY LLC3 | PARK 80 WEST PLAZA TWO 250 PEHLE AVENUE SADDLE BROOK, NJ 07663 | AETNA LIFE INSURANCE COMPANY | — | $52K | $52K | 0.97% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE, INC. | 200 GALLERIA PARKWAY SE ATLANTA, GA 303395918 | RELIASTAR LIFE INSURANCE COMPANY | $92K | — | $92K | 4.00% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE, INC. | 400 GALLERIA PARKWAY #300 ATLANTA, GA 30339 | EYEMED | $73K | — | $73K | 3.59% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE, INC. | 400 GALLERIA PARKWAY #300 ATLANTA, GA 30339 | EYEMED | $71K | — | $71K | 3.49% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC. | 200 GALLERIA PARKWAY SUITE 1950 ATLANTA, GA 303395946 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $9K | — | $9K | 0.50% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | 200 GALLERIA PKWY STE 1950 ATLANTA, GA 303395946 | GROUP HEALTH COOPERATIVE | $7K | — | $7K | 0.44% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | 200 GALLERIA PKWY SE SUITE 1950 ATLANTA, GA 303395946 | AMERICAN HERITAGE LIFE | $173K | — | $173K | 12.27% |
| PETER J MACE3 | 5775 D GLENRIDGE DRIVE SUITE 350 ATLANTA, GA 30328 | AMERICAN HERITAGE LIFE | $103K | — | $103K | 7.28% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BFTS AND INS SVCS INC | 700 WEST 47TH STREET SUITE 1100 KANSAS CITY, MO 64112 | AMERICAN HERITAGE LIFE | $64K | — | $64K | 4.55% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BFTS AND INS SVCS INC | 700 WEST 47TH STREET SUITE 1100 KANSAS CITY, MO 64112 | AMERICAN HERITAGE LIFE | $56K | — | $56K | 5.31% |
| PETER J MACE3 | 5775 D GLENRIDGE DRIVE SUITE 350 ATLANTA, GA 30328 | AMERICAN HERITAGE LIFE | $14K | — | $14K | 1.34% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | 200 GALLERIA PKWY SE SUITE 1950 ATLANTA, GA 303395946 | AMERICAN HERITAGE LIFE | $17 | — | $17 | 0.00% |
| MACE, PETER, J3 Filed as: MACE, PETER J | 5775 D GLENRIDGE DR STE 350 ATLANTA, GA 30328 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $32K | — | $32K | 3.43% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INSURANCE SVCS,INC. | 700 W 47TH ST STE 1100 KANSAS CITY, MO 64112 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $10K | — | $10K | 1.05% |
| HODGES-MACE BENEFITS GRP INC3 | 5775-D GLENRIDGE DR NE STE 350 ATLANTA, GA 30328 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $5K | — | $5K | 0.50% |
| HODGES, GREGORY, JAMES3 Filed as: HODGES, GREGORY JAMES | 5775 GLENRIDGE DR STE 350 ATLANTA, GA 30328 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $230 | — | $230 | 0.02% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | 400 GALLERIA PARKWAY SE,SUITE 300 ATLANTA, GA 30339 | ZURICH AMERICAN INSURANCE COMPANY | $71K | — | $71K | 10.00% |
| KTP ADVISORS, INC.3 Filed as: KTP ADVISORS INC. | 38 WASHINGTON SQ. NEWPORT, GA 02840 | AETNA LIFE INSURANCE COMPANY | $31K | — | $31K | 6.11% |
| ENROLLEASE3 Filed as: DIGITAL INSURANCE 200 GALLERIA | PARKWAY SUITE 1950 ATLANTA, GA 30339 | AETNA LIFE INSURANCE COMPANY | $21K | — | $21K | 4.08% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | 315 E ROBINSON ST STE 325 ORLANDO, FL 32801 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $77K | $743 | $77K | 15.94% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS ADMIN | CORPORATE LOCKBOX GPO BOX 27447 NEW YORK, NY 100877447 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $343 | — | $343 | 0.07% |
| SCHREMP, FREDERICK, R3 Filed as: SCHREMP, FREDERICK R | STE 800 3625 CUMBERLAND BLVD SE ATLANTA, GA 30339 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $306 | — | $306 | 0.06% |
| HODGES-MACE BENEFITS GRP INC3 | 5775-D GLENRIDGE DR NE STE 350 ATLANTA, GA 30328 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $306 | — | $306 | 0.06% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | 200 GALLERIA PARKWAY STE 1950 ATLANTA, GA 303395946 | KAISER FOUNDATION HEALTH PLAN OF COLORADO | $2K | $720 | $3K | 0.67% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | 200 GALLERIA PKWY SUITE 1950 ATLANTA, GA 303395946 | AMERICAN HERITAGE LIFE | $42K | — | $42K | 15.35% |
| PETER J MACE3 | 5775 D GLENDRIDGE DRIVE SUITE 350 ATLANTA, GA 30328 | AMERICAN HERITAGE LIFE | $24K | — | $24K | 8.82% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BFTS AND INS SVCS INC | 700 WEST 47TH STREET SUITE 1100 KANSAS CITY, MO 64112 | AMERICAN HERITAGE LIFE | $10K | — | $10K | 3.55% |
| KTP ADVISORS, INC.3 Filed as: KTP ADVISORS INC. | 38 WASHINGTON SQ. NEWPORT, RI 02840 | AETNA LIFE INSURANCE COMPANY | $9K | — | $9K | 6.22% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE | 200 GALLERIA PARKWAY SUITE 1950 ATLANTA, GA 30339 | AETNA LIFE INSURANCE COMPANY | $6K | — | $6K | 4.15% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | 200 GALLERIA PKWY SUITE 1950 ATLANTA, GA 30339 | AMERICAN HERITAGE LIFE | $24K | — | $24K | 16.98% |
| PETER J MACE3 | 5775 D GLENRIDGE DRIVE SUITE 350 ATLANTA, GA 30328 | AMERICAN HERITAGE LIFE | $13K | — | $13K | 9.37% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BFTS AND INS SVCS INC | 700 WEST 47TH STREET SUITE 1100 KANSAS CITY, MO 64112 | AMERICAN HERITAGE LIFE | $5K | — | $5K | 3.90% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INSURANCE SVCS,INC. | 700 W 47TH ST STE 1100 KANSAS CITY, MO 64112 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $895 | — | $895 | 2.00% |
| MACE, PETER, J3 Filed as: MACE, PETER J | 5775 D GLENRIDGE DR STE 350 ATLANTA, GA 30328 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $224 | — | $224 | 0.50% |
| MACE, PETER, J3 | 5775 D GLENRIDGE DR STE 350 ATLANTA, GA 303395946 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $2K | — | $2K | 3.63% |
| SCHREMP, FREDERICK, R3 | STE 800 3625 CUMBERLAND BLVD SE ATLANTA, GA 30339 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $384 | — | $384 | 0.92% |
| HODGES-MACE BENEFITS GRP INC3 Filed as: HODGES - MACE BENEFITS GRP INC | 5775-D GLENRIDGE DR NE STE 350 ATLANTA, GA 30328 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $20 | — | $20 | 0.05% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BNFTS & INSURANCE SERVICES INC | 700 W 47TH ST STE 1100 KANSAS CITY, MO 64112 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $917 | $865 | $2K | 4.62% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BNFTS AND INSURANCE SRVCS INC | 700 W 47TH ST STE 1100 KANSAS CITY, MO 64112 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $983 | $3K | 9.36% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BFTS AND INS SVCS INC | 700 WEST 47TH STREET SUITE 1100 KANSAS CITY, MO 64112 | AMERICAN HERITAGE LIFE | $1K | — | $1K | 5.94% |
| PETER J MACE3 | 5775 D GLENRIDGE DRIVE SUITE 350 ATLANTA, GA 30328 | AMERICAN HERITAGE LIFE | $419 | — | $419 | 1.68% |
| MACE, PETER, J3 | STE 350 5775 D GLENRIDGE DR ATLANTA, GA 30328 | FIRST UNUM LIFE INSURANCE COMPANY | $746 | — | $746 | 3.50% |
| SCHREMP, FREDERICK, R3 | STE 800 3625 CUMBERLAND BLVD SE ATLANTA, GA 30339 | FIRST UNUM LIFE INSURANCE COMPANY | $209 | — | $209 | 0.98% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | 315 E ROBINSON ST STE 325 ORLANDO, FL 32801 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $3K | $12 | $3K | 14.88% |
| SCHREMP, FREDERICK, R3 Filed as: SCHREMP, FREDERICK R | STE 800 3625 CUMBERLAND BLVD SE ATLANTA, GA 30339 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $71 | — | $71 | 0.40% |
| HOFFMAN, DAVID A3 | PO BOX 3400 SANTA BARBARA, CA 93130 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $71 | — | $71 | 0.40% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INSURANCE SERV | 700 W 47TH ST STE 1100 KANSAS CITY, MO 64112 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $9 | $9 | 0.05% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS ADMIN | CORPORATE LOCKBOX GPO BOX 27447 NEW YORK, NY 100877447 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $6 | — | $6 | 0.03% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC. | 400 GALLERIA PARKWAY SE SUITE 300 ATLANTA, GA 30339 | ZURICH AMERICAN INSURANCE COMPANY | $2K | — | $2K | 10.00% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BNFTS AND INSURANCE SRVCS INC | 700 W 47TH ST STE 1100 KANSAS CITY, MO 64112 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $427 | $255 | $682 | 8.95% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BNFTS AND INSURANCE SRVCS INC | 700 W 47TH ST STE 1100 KANSAS CITY, MO 64112 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $288 | $184 | $472 | 8.65% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | 200 GALLERIA PKWY SE SUITE 1950 ATLANTA, GA 303395946 | AMERICAN HERITAGE LIFE | $1K | — | $1K | 25.27% |
| PETER J MACE3 | 5775 D GLENRIDGE DRIVE SUITE 350 ATLANTA, GA 30328 | AMERICAN HERITAGE LIFE | $537 | — | $537 | 12.56% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BFTS AND INS SVCS INC | 700 WEST 47TH STREET SUITE 1100 KANSAS CITY, MO 64112 | AMERICAN HERITAGE LIFE | $95 | — | $95 | 2.22% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BNFTS AND INSURANCE SRVCS INC | 700 W 47TH ST STE 1100 KANSAS CITY, MO 64112 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $38 | $81 | $119 | 3.25% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BNFTS AND INSURANCE SRVCS INC | 700 W 47TH ST STE 1100 KANSAS, MO 64112 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $349 | $148 | $497 | 13.66% |
| PETER J MACE3 | 5775 D GLENRIDGE DRIVE SUITE 350 ATLANTA, GA 30328 | AMERICAN HERITAGE LIFE | $21 | — | $21 | 2.55% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BFTS AND INS SVCS INC | 700 WEST 47TH STREET SUITE 1100 KANSAS CITY, MO 64112 | AMERICAN HERITAGE LIFE | $20 | — | $20 | 2.43% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | 200 GALLERIA PKWY SE SUITE 1950 ATLANTA, GA 303395946 | AMERICAN HERITAGE LIFE | $3 | — | $3 | 0.36% |
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 | 23,780 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 608 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 38 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 24,426 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(14 contracts, 7 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 40,724 | $39.4M |
| Dental | BLUE CROSS BLUE SHIELD OF HAWAII | 245 | $711K |
| Vision(2 contracts) | EYEMED | 32,508 | $4.1M |
| Life insurance(3 contracts, 3 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 22,380 | $6.8M |
| Short-term disability(7 contracts, 3 carriers) | AETNA LIFE INSURANCE COMPANY | 10,329 | $5.5M |
| Long-term disability(7 contracts, 3 carriers) | AETNA LIFE INSURANCE COMPANY | 10,329 | $5.5M |
| Other(10 contracts, 7 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 22,380 | $11.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 40,724 | — |
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.