| 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 | $137K | — | $137K | 1.00% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE, INC. | 200 GALLERIA PKWY SE STE 1950 ATLANTA, GA 303395946 | KAISER FOUNDATION HEALTH PLAN INC. | $46K | $14 | $46K | 0.55% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE, INC. | 200 GALLERIA PKWY SE STE 1950 ATLANTA, GA 303395946 | KAISER FOUNDATION HEALTH PLAN INC. | $39K | $12 | $39K | 0.55% |
| DIGITAL INSURANCE LLC3 | 200 GALLERIA PARKWAY STE 1950 ATLANTA, GA 30339 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $220K | $90K | $310K | 4.71% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE | 200 GALLERIA PARKWAY SUITE 1950 ATLANTA, GA 30339 | AETNA LIFE INSURANCE COMPANY | $130K | $44 | $130K | 2.76% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | 200 GALLERIA PKWY SE SUITE 1950 ATLANTA, GA 303395946 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $388K | — | $388K | 15.72% |
| 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 | $24K | — | $24K | 0.95% |
| PETER J MACE3 | 5775 E GLENRIDGE DRIVE SUITE 500 ATLANTA, GA 30328 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $15K | — | $15K | 0.62% |
| ENROLLEASE3 Filed as: ONE DIGITAL | 200 GALLERIA PKWY #1950 ATLANTA, GA 30339 | EYEMED | $83K | — | $83K | 3.57% |
| CL SCOTT CORPORATE INSURANCE SVCS3 Filed as: CL SCOTT CORPORATE INS SERVICES LLC | 2600 VIA FORTUNA #410 AUSTIN, TX 78746 | BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC. | $81K | — | $81K | 3.91% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC. | 200 GALLERIA PARKWAY SUITE 1950 ATLANTA, GA 30339 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $9K | $3K | $12K | 0.66% |
| MACE, PETER, J3 Filed as: MACE, PETER J | 5775 D GLENRIDGE DR STE 500 ATLANTA, GA 30328 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $17K | — | $17K | 2.16% |
| 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 | $5K | — | $5K | 0.69% |
| HODGES-MACE BENEFITS GRP INC3 | 5775-D GLENRIDGE DR NE STE 500 ATLANTA, GA 30328 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $3K | — | $3K | 0.34% |
| HODGES, GREGORY, JAMES3 Filed as: HODGES, GREGORY JAMES | 5775 GLENRIDGE DR STE 500 ATLANTA, GA 30328 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $169 | — | $169 | 0.02% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | 200 GALLERIA PKWY STE 1950 ATLANTA, GA 30339 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $4K | — | $4K | 0.58% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE | 400 GALLERIA PARKWAY,SUITE 300 ATLANTA, GA 30339 | ZURICH AMERICAN INSURANCE COMPANY | $65K | — | $65K | 10.00% |
| 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 | $36K | — | $36K | 5.67% |
| PETER J MACE3 | 5775 E GLENRIDGE DRIVE SUITE 500 ATLANTA, GA 30328 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $9K | — | $9K | 1.44% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | 200 GALLERIA PKWY SE SUITE 1950 ATLANTA, GA 303395946 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $726 | — | $726 | 0.12% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | 200 GALLERIA PARKWAY STE 1950 ATLANTA, GA 30339 | KAISER FOUNDATION HEALTH PLAN OF COLORADO | $3K | $434 | $3K | 0.58% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | 315 E ROBINSON ST STE 325 ORLANDO, FL 32801 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $68K | — | $68K | 14.08% |
| FREDERICK R SCHREMP3 | 3625 CUMBERLAND BLVD SE STE 800 ATLANTA, GA 30339 | UNUM LIFE INSURANCE COMPANY OF AMERICA | -$904 | — | -$904 | -0.19% |
| HODGES-MACE BENEFITS GRP INC3 Filed as: HODGES-MACE BENEFITS GROUP | 5775 E GLENRIDGE DR STE 500 ATLANTA, GA 30328 | UNUM LIFE INSURANCE COMPANY OF AMERICA | -$904 | — | -$904 | -0.19% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE, INC. | 200 GALLERIA PARKWAY SUITE 1950 ATLANTA, GA 30339 | KAISER FOUNDATION HEALTH PLAN OF HAWAII | $2K | — | $2K | 0.49% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE, INC. | 200 GALLERIA PARKWAY SUITE 1950 ATLANTA, GA 30339 | HYATT LEGAL PLANS | $33K | $3K | $35K | 10.93% |
| CBIZ BENEFITS & INSURANCE SERVICES3 | PO BOX 632886 CINCINNATI, OH 452632886 | HYATT LEGAL PLANS | — | $33 | $33 | 0.01% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS | P.O. BOX 310502 DES MOINES, IA 50331 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $44K | — | $44K | 15.00% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | 200 GALLERIA PKWY SE SUITE 1950 ATLANTA, GA 303395946 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $54K | — | $54K | 22.63% |
| 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 | $1K | — | $1K | 0.55% |
| PETER J MACE3 | 5775 E GLENRIDGE DRIVE SUITE 500 ATLANTA, GA 30328 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $1K | — | $1K | 0.52% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS | P.O. BOX 310502 DES MOINES, IA 50331 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $24K | — | $24K | 14.93% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 3699 N CAOUTAK IF TEXAS HWY B STE 1 AUSTIN, TX 78746 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $14K | — | $14K | 13.45% |
| 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 | $750 | $747 | $1K | 4.00% |
| MACE, PETER, J3 | 5775 E GLENRIDGE DR STE 500 ATLANTA, GA 30328 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $1K | — | $1K | 3.59% |
| SCHREMP, FREDERICK, R3 | STE 800 3625 CUMBERLAND BLVD SE ATLANTA, GA 30339 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $286 | — | $286 | 0.91% |
| HODGES-MACE BENEFITS GRP INC3 Filed as: HODGES - MACE BENEFITS GRP INC | 5775-E GLENRIDGE DR NE STE 500 ATLANTA, GA 30328 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $20 | — | $20 | 0.06% |
| 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 | $1K | $776 | $2K | 7.89% |
| MACE, PETER, J3 | 5775 E GLENRIDGE DR STE 500 ATLANTA, GA 30328 | FIRST UNUM LIFE INSURANCE COMPANY | $620 | — | $620 | 3.10% |
| SCHREMP, FREDERICK, R3 | STE 800 3625 CUMBERLAND BLVD SE ATLANTA, GA 30339 | FIRST UNUM LIFE INSURANCE COMPANY | $178 | — | $178 | 0.89% |
| ENROLLEASE3 Filed as: ONE DIGITAL | 200 GALLERIA PKWY #1950 ATLANTA, GA 30339 | EYEMED | $816 | — | $816 | 4.87% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS | P.O. BOX 310502 DES MOINES, IA 50331 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $2K | — | $2K | 15.00% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | 400 GALLERIA PARKWAY SUITE 300 ATLANTA, GA 30339 | ZURICH AMERICAN INSURANCE COMPANY | $1K | — | $1K | 10.00% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC. | 315 E. ROBINSON STREET SUITE 325 ORLANDO, FL 32801 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $2K | — | $2K | 15.37% |
| 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 INSURANCE COMPANY | $787 | — | $787 | 6.89% |
| PETER J MACE3 | 5775 E GLENRIDGE DRIVE SUITE 500 ATLANTA, GA 30328 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $154 | — | $154 | 1.35% |
| 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 | $339 | — | $339 | 4.87% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | 315 E ROBINSON ST. STE 325 ORLANDO, FL 32801 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $966 | — | $966 | 15.00% |
| 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 CASUALTY INSURANCE COMPANY | $162 | $110 | $272 | 8.19% |
| 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 | $113 | $83 | $196 | 7.26% |
| 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 | $18 | $43 | $61 | 3.34% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE | 200 GALLERIA PARKWAY SUITE 1950 ATLANTA, GA 30339 | AETNA LIFE INSURANCE COMPANY | $0 | — | $0 | — |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | 200 GALLERIA PKWY SE SUITE 1950 ATLANTA, GA 303395946 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $0 | — | $0 | — |
| 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 | $0 | — | $0 | — |
| MACE, PETER, J3 Filed as: MACE PETER J | 5775 E GLENRIDGE DRIVE SUITE 500 ATLANTA, GA 30328 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $0 | — | $0 | — |
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 | 20,818 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,122 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 54 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 22,994 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(10 contracts, 9 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 16,311 | $38.1M |
| Dental(2 contracts, 2 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 16,311 | $16.6M |
| Vision(3 contracts, 2 carriers) | EYEMED | 27,971 | $2.5M |
| Life insurance(4 contracts, 4 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 19,637 | $6.7M |
| Short-term disability(8 contracts, 4 carriers) | AETNA LIFE INSURANCE COMPANY | 8,482 | $4.9M |
| Long-term disability(8 contracts, 4 carriers) | AETNA LIFE INSURANCE COMPANY | 8,482 | $4.9M |
| Other(21 contracts, 10 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 19,637 | $13.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 27,971 | — |
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.