| 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 303395946 | UNITEDHEALTHCARE INSURANCE COMPANY | $145K | — | $145K | 0.85% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE, INC. | 200 GALLERIA PKWY SE STE 1950 ATLANTA, GA 303395946 | KAISER FOUNDATION HEALTH PLAN INC. | $45K | $127 | $45K | 0.50% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE, INC. | 200 GALLERIA PKWY SE STE 1950 ATLANTA, GA 303395946 | KAISER FOUNDATION HEALTH PLAN INC. | $45K | $129 | $45K | 0.50% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | 200 GALLERIA PARKWAY STE 1950 ATLANTA, GA 303393182 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $232K | $190K | $422K | 5.92% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE | 200 GALLERIA PARKWAY SUITE 1950 ATLANTA, GA 30339 | AETNA LIFE INSURANCE COMPANY | $117K | — | $117K | 2.08% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP A MARSH&MCLENNAN AGENCY | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | -$136K | $35K | -$101K | -1.78% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE, INC. | 200 GALLERIA PKWY #1950 ATLANTA, GA 30339 | EYEMED | $61K | — | $61K | 2.21% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE, INC. | 400 GALLERIA PARKWAY #300 ATLANTA, GA 30339 | EYEMED | $38K | — | $38K | 1.37% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | C/O DIGITAL INSURANCE 200 GALLERIA PKWY SE STE 1950 ATLANTA, GA 303395946 | RELIASTAR LIFE INSURANCE COMPANY | $105K | — | $105K | 4.75% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | 200 GALLERIA PKWY SE SUITE 1950 ATLANTA, GA 303395946 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $329K | — | $329K | 15.39% |
| PETER J MACE3 | 5775 D GLENRIDGE DRIVE SUITE 350 ATLANTA, GA 30328 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $48K | — | $48K | 2.24% |
| 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 INSURANCE COMPANY | $38K | — | $38K | 1.75% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC. | 200 GALLERIA PARKWAY SUITE 1950 ATLANTA, GA 30339 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $8K | $28 | $8K | 0.46% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | 200 GALLERIA PKWY STE 1950 ATLANTA, GA 30339 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $5K | — | $5K | 0.34% |
| CL SCOTT CORPORATE INSURANCE SVCS3 Filed as: CL SCOTT CORPORATE INS SERVICES LLC | 3600 N CAPITAL OF TX HWY BLDG B 200 AUSTIN, TX 78746 | BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC. | $67K | — | $67K | 5.63% |
| 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 INSURANCE COMPANY | $50K | — | $50K | 5.60% |
| PETER J MACE3 | 5775 D GLENRIDGE DRIVE SUITE 350 ATLANTA, GA 30328 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $13K | — | $13K | 1.41% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | 200 GALLERIA PKWY SE SUITE 1950 ATLANTA, GA 303395946 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $423 | — | $423 | 0.05% |
| MACE, PETER, J3 Filed as: MACE, PETER J | 5775 D GLENRIDGE DR STE 350 ATLANTA, GA 30328 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $29K | $29K | 3.26% |
| 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 | $9K | — | $9K | 1.00% |
| HODGES-MACE BENEFITS GRP INC3 | 5775-D GLENRIDGE DR NE STE 350 ATLANTA, GA 30328 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $4K | — | $4K | 0.49% |
| HODGES, GREGORY, JAMES3 Filed as: HODGES, GREGORY JAMES | 5775 GLENRIDGE DR STE 350 ATLANTA, GA 30328 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $209 | — | $209 | 0.02% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | 400 GALLERIA PARKWAY SE,SUITE 300 ATLANTA, GA 30339 | ZURICH AMERICAN INSURANCE COMPANY | $77K | — | $77K | 10.00% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | 315 E ROBINSON ST STE 325 ORLANDO, FL 32801 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $74K | — | $74K | 15.05% |
| 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 | -$343 | — | -$343 | -0.07% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | 200 GALLERIA PARKWAY STE 1950 ATLANTA, GA 30339 | KAISER FOUNDATION HEALTH PLAN OF COLORADO | $3K | $564 | $3K | 0.64% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE | 200 GALLERIA PARKWAY SUITE 1950 ATLANTA, GA 30339 | AETNA LIFE INSURANCE COMPANY | $44K | — | $44K | 9.50% |
| KTP ADVISORS, INC.3 Filed as: KTP ADVISORS INC. | 38 WASHINGTON SQ. NEWPORT, RI 02840 | AETNA LIFE INSURANCE COMPANY | $3K | — | $3K | 0.55% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | 200 GALLERIA PKWY SE SUITE 1950 ATLANTA, GA 303395946 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $62K | — | $62K | 17.08% |
| PETER J MACE3 | 5775 D GLENDRIDGE DRIVE SUITE 350 ATLANTA, GA 30328 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $10K | — | $10K | 2.72% |
| 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 INSURANCE COMPANY | $5K | — | $5K | 1.37% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE, INC. | 200 GALLERIA PARKWAY SUITE 1950 ATLANTA, GA 30339 | HYATT LEGAL PLANS | $34K | $4K | $37K | 10.27% |
| CBIZ BENEFITS & INSURANCE SERVICES3 | PO BOX 632886 CINCINNATI, OH 452632886 | HYATT LEGAL PLANS | — | $153 | $153 | 0.04% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS ADMIN | PO BOX 310502 DES MOINES, IA 503310502 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $67K | — | $67K | 18.68% |
| SCHREMP, FREDERICK, R3 Filed as: SCHREMP,FREDERICK R | STE 800 3625 CUMBERLAND BLVD SE ATLANTA, GA 30339 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $36 | — | $36 | 0.01% |
| HODGES-MACE BENEFITS GRP INC3 | 5775-D GLENRIDGE DR NE STE 350 ATLANTA, GA 30328 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $36 | — | $36 | 0.01% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | 200 GALLERIA PKWY SE SUITE 1950 ATLANTA, GA 303395946 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $38K | — | $38K | 20.19% |
| PETER J MACE3 | 5775 E GLENRIDGE DRIVE SUITE 500 ATLANTA, GA 30328 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $4K | — | $4K | 2.25% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BFTS & INS SVCS INC | 700 WEST 47TH STREET SUITE 1100 KANSAS CITY, MO 64112 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $2K | — | $2K | 1.21% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE | 200 GALLERIA PARKWAY SUITE 1950 ATLANTA, GA 30339 | AETNA LIFE INSURANCE COMPANY | $13K | — | $13K | 9.55% |
| KTP ADVISORS, INC.3 Filed as: KTP ADVISORS INC. | 38 WASHINGTON SQ. NEWPORT, RI 02840 | AETNA LIFE INSURANCE COMPANY | $743 | — | $743 | 0.54% |
| CL SCOTT CORPORATE INSURANCE SVCS3 Filed as: CL SCOTT CORPORATION INSURANCE | 3699 N CAOUTAK IF TAXES HWY B STE 1 AUSTIN, TX 78746 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $13K | $3K | $16K | 17.01% |
| 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 | $953 | — | $953 | 2.34% |
| MACE, PETER, J3 | 5775 D GLENRIDGE DR STE 350 ATLANTA, GA 303395946 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $2K | — | $2K | 3.93% |
| SCHREMP, FREDERICK, R3 | STE 800 3625 CUMBERLAND BLVD SE ATLANTA, GA 30339 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $386 | — | $386 | 1.00% |
| 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 | $21 | — | $21 | 0.05% |
| MACE, PETER, J3 Filed as: MACE, PETER J | 5775 D GLENRIDGE DR STE 350 ATLANTA, GA 30328 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $679 | — | $679 | 2.00% |
| 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 | $169 | — | $169 | 0.50% |
| 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 | $5 | $2K | 5.49% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | 315 E ROBINSON ST STE 325 ORLANDO, FL 32801 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $4K | — | $4K | 15.00% |
| 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 | -0.02% |
| MACE, PETER, J3 | 5775 D GLENRIDGE DR STE 350 ATLANTA, GA 30328 | FIRST UNUM LIFE INSURANCE COMPANY | $810 | — | $810 | 3.88% |
| SCHREMP, FREDERICK, R3 | STE 800 3625 CUMBERLAND BLVD SE ATLANTA, GA 30339 | FIRST UNUM LIFE INSURANCE COMPANY | $228 | — | $228 | 1.09% |
| 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 INSURANCE COMPANY | $1K | — | $1K | 6.39% |
| PETER J MACE3 | 5775 D GLENRIDGE DRIVE SUITE 350 ATLANTA, GA 30328 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $316 | — | $316 | 1.72% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE, INC. | 200 GALLERIA PKWY #1950 ATLANTA, GA 30339 | EYEMED | $421 | — | $421 | 2.50% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE, INC. | 400 GALLERIA PARKWAY #300 ATLANTA, GA 30339 | EYEMED | $162 | — | $162 | 0.96% |
| 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 | $342 | — | $342 | 5.13% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | 200 GALLERIA PKWY SE SUITE 1950 ATLANTA, GA 303395946 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $522 | — | $522 | 10.39% |
| PETER J MACE3 | 5775 D GLENRIDGE DRIVE SUITE 350 ATLANTA, GA 30328 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $199 | — | $199 | 3.96% |
| 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 INSURANCE COMPANY | $43 | — | $43 | 0.86% |
| 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 | $257 | — | $257 | 5.35% |
| 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 | $279 | $2 | $281 | 9.03% |
| 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 | $29 | — | $29 | 0.98% |
| PETER J MACE3 | 5775 D GLENRIDGE DRIVE SUITE 350 ATLANTA, GA 30328 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $24 | — | $24 | 2.12% |
| 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 INSURANCE COMPANY | $23 | — | $23 | 2.03% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | 200 GALLERIA PKWY SE SUITE 1950 ATLANTA, GA 303395946 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $18 | — | $18 | 1.59% |
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 | 22,994 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,101 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 30 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 24,125 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(8 contracts, 7 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 5,947 | $40.5M |
| Dental(2 contracts, 2 carriers) | BLUE CROSS BLUE SHIELD OF HAWAII | 286 | $843K |
| Vision(3 contracts, 2 carriers) | EYEMED | 33,153 | $2.9M |
| Life insurance(3 contracts, 3 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 23,253 | $7.2M |
| Short-term disability(8 contracts, 4 carriers) | AETNA LIFE INSURANCE COMPANY | 10,448 | $5.8M |
| Long-term disability(7 contracts, 3 carriers) | AETNA LIFE INSURANCE COMPANY | 10,448 | $5.7M |
| Other(21 contracts, 11 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 23,253 | $16.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 33,153 | — |
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.