| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INSURANCE SVCS, INC | P.O. BOX 632886 CINCINNATI, OH 45263 | UNITEDHEALTHCARE INSURANCE COMPANY | $64K | — | $64K | 0.57% |
| ENROLLEASE3 Filed as: DIGITAL BENEFIT ADVISORS-ORLANDO FL | 200 GALLERIA PKWY SE STE 1950 ATLANTA, GA 303395946 | UNITEDHEALTHCARE INSURANCE COMPANY | $60K | — | $60K | 0.53% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INSURANCE SVCS, INC | 160 W SANTA CLARA ST., STE 450 SAN JOSE, CA 951131762 | KAISER FOUNDATION HEALTH PLAN INC. | $24K | $6 | $24K | 0.25% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE, INC. | 200 GALLERIA PKWY SE STE 1950 ATLANTA, GA 303395946 | KAISER FOUNDATION HEALTH PLAN INC. | $24K | — | $24K | 0.25% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE, INC. | 200 GALLERIA PKWY SE STE 1950 ATLANTA, GA 303395946 | KAISER FOUNDATION HEALTH PLAN INC. | $20K | — | $20K | 0.25% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INSURANCE SVCS, INC | 160 W SANTA CLARA ST., STE 450 SAN JOSE, CA 951131762 | KAISER FOUNDATION HEALTH PLAN INC. | $19K | $5 | $19K | 0.25% |
| DIGITAL INSURANCE LLC3 | 200 GALLERIA PARKWAY STE 1950 ATLANTA, GA 30339 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $119K | $75K | $194K | 2.69% |
| FREESTONE FINANCIAL LLC3 | 7975 N HAYDEN RD, STE C300 SCOTTSDALE, AZ 85253 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $126K | — | $126K | 1.75% |
| CENTRO BENEFITS RESEARCH LLC3 Filed as: CENTRO BENEFITS GROUP | 325 N KIRKWOOD RD, STE 300 ST. LOUIS, MA 63122 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $12K | $12K | 0.17% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | 200 GALLERIA PKWY SE SUITE 1950 ATLANTA, GA 303395946 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $411K | — | $411K | 15.96% |
| 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 | $19K | — | $19K | 0.73% |
| HODGES-MACE LLC3 | 5775 E GLENRIDGE DRIVE SUITE 500 ATLANTA, GA 30328 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $12K | — | $12K | 0.45% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE | 200 GALLERIA PARKWAY SUITE 1950 ATLANTA, GA 30339 | AETNA LIFE INSURANCE COMPANY | $66K | — | $66K | 2.79% |
| FREESTONE FINANCIAL LLC3 | 7975 N HAYDEN RD, STE C300 SCOTTSDALE, AZ 85258 | HARTFORD LIFE AND ACCIDENT | $82K | — | $82K | 3.50% |
| ENROLLEASE3 Filed as: ONE DIGITAL | 200 GALLERIA PKWY #1950 ATLANTA, GA 30339 | EYEMED | $45K | — | $45K | 1.97% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INSURANCE SVCS, INC | P.O. BOX 632886 CINCINNATI, OH 45263 | EYEMED | $30K | — | $30K | 1.30% |
| 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. | $75K | — | $75K | 3.62% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC. | 200 GALLERIA PARKWAY SUITE 1950 ATLANTA, GA 30339 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $5K | — | $5K | 0.29% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INSURANCE SVCS, INC | P.O. BOX 632886 CINCINNATI, OH 45263 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $4K | — | $4K | 0.21% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE | 400 GALLERIA PARKWAY,SUITE 300 ATLANTA, GA 30339 | ZURICH AMERICAN INSURANCE COMPANY | $40K | — | $40K | 4.99% |
| FREESTONE FINANCIAL LLC3 Filed as: FREESTONE INSURANCE GROUP | 7975 N HAYDEN ROAD, SUITE C300 SCOTTSDALE, AZ 85253 | ZURICH AMERICAN INSURANCE COMPANY | $40K | — | $40K | 4.93% |
| HODGES-MACE BENEFITS GRP INC3 | 3350 RIVERWOOD PARKWAY, STE 3500 ATLANTA, GA 30328 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $15K | — | $15K | 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 ACCIDENT INSURANCE COMPANY | $5K | — | $5K | 0.63% |
| HODGES-MACE BENEFITS GRP INC3 | 5775-D GLENRIDGE DR NE STE 500 ATLANTA, GA 30328 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $2K | — | $2K | 0.31% |
| HODGES, GREGORY, JAMES3 Filed as: HODGES, GREGORY JAMES | 5775 GLENRIDGE DR STE 500 ATLANTA, GA 30328 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $130 | — | $130 | 0.02% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INSURANCE SVCS INC | 700 W 47TH STREET, SUITE 1100 KANSAS CITY, MO 64112 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $2K | — | $2K | 0.28% |
| 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 INSURANCE COMPANY | $29K | — | $29K | 5.46% |
| HODGES-MACE LLC3 | 5775 E GLENRIDGE DRIVE SUITE 500 ATLANTA, GA 30328 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $7K | — | $7K | 1.34% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | 200 GALLERIA PKWY SE SUITE 1950 ATLANTA, GA 303395946 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $566 | — | $566 | 0.11% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE | 200 GALLERIA PARKWAY ATLANTA, GA 30339 | AETNA LIFE INSURANCE COMPANY | $13K | — | $13K | 2.56% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | 200 GALLERIA PARKWAY STE 1950 ATLANTA, GA 30339 | KAISER FOUNDATION HEALTH PLAN OF COLORADO | $1K | $160 | $1K | 0.27% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INSURANCE SVCS, INC | P.O. BOX 632886 CINCINNATI, OH 45263 | KAISER FOUNDATION HEALTH PLAN OF COLORADO | $1K | — | $1K | 0.25% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE, INC. | 200 GALLERIA PARKWAY SUITE 1950 ATLANTA, GA 30339 | KAISER FOUNDATION HEALTH PLAN OF HAWAII | $2K | — | $2K | 0.33% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INSURANCE SVCS, INC | P.O. BOX 632886 CINCINNATI, OH 45263 | KAISER FOUNDATION HEALTH PLAN OF HAWAII | $811 | — | $811 | 0.16% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INSURANCE SVCS, INC | 700 W 47TH STREET, SUITE 1100 KANSAS CITY, MO 64112 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $15K | $27K | $42K | 10.48% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | 315 E ROBINSON ST STE 325 ORLANDO, FL 32801 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $34K | — | $34K | 8.60% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE, INC. | 200 GALLERIA PARKWAY SUITE 1950 ATLANTA, GA 30339 | METLIFE LEGAL PLANS | $18K | $4K | $22K | 6.33% |
| CBIZ BENEFITS & INSURANCE SERVICES3 | PO BOX 632886 CINCINNATI, OH 452632886 | METLIFE LEGAL PLANS | $8K | $15 | $8K | 2.31% |
| CBIZ BENEFITS & INSURANCE SERVICES3 | P.O. BOX 632886 CINCINNATI, OH 45263 | METLIFE LEGAL PLANS | — | $588 | $588 | 0.17% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | 19200 STEVENS CREEK BLVD, STE 210 CUPERTINO, CA 95014 | METLIFE LEGAL PLANS | — | $143 | $143 | 0.04% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC. | 200 GALLERIA PARKWAY SE SUITE 1950 ATLANTA, GA 30339 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $49K | — | $49K | 14.04% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | 200 GALLERIA PKWY SE SUITE 1950 ATLANTA, GA 303395946 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $74K | — | $74K | 24.09% |
| 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 | 0.37% |
| HODGES-MACE LLC3 | 5775 E GLENRIDGE DRIVE SUITE 500 ATLANTA, GA 30328 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $1K | — | $1K | 0.36% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS | P.O. BOX 310502 DES MOINES, IA 50331 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $40K | — | $40K | 15.00% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS | P.O. BOX 310502 DES MOINES, IA 50331 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $28K | — | $28K | 15.89% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE | 200 GALLERIA PARKWAY SUITE 1950 ATLANTA, GA 30339 | AETNA LIFE INSURANCE COMPANY | $3K | — | $3K | 2.70% |
| 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 | $15K | — | $15K | 13.35% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INSURANCE SVCS, INC | P.O. BOX 632886 CINCINNATI, OH 45263 | EYEMED | $1K | — | $1K | 1.83% |
| ENROLLEASE3 Filed as: ONE DIGITAL | 200 GALLERIA PKWY #1950 ATLANTA, GA 30339 | EYEMED | $1K | — | $1K | 1.29% |
| 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 | $691 | $722 | $1K | 4.23% |
| MACE, PETER, J3 | 3350 RIVERWOOD PARKWAY 80 ATLANTA, GA 30328 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $632 | — | $632 | 2.19% |
| SCHREMP, FREDERICK, R3 | STE 800 3625 CUMBERLAND BLVD SE ATLANTA, GA 30339 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $161 | — | $161 | 0.56% |
| 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 | $13 | — | $13 | 0.04% |
| 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 | $688 | $2K | 7.67% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS | P.O. BOX 310502 DES MOINES, IA 50331 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $3K | — | $3K | 15.00% |
| MACE, PETER, J3 | 3350 RIVERWOOD PARKWAY 80 ATLANTA, GA 30328 | FIRST UNUM LIFE INSURANCE COMPANY | $468 | — | $468 | 2.64% |
| SCHREMP, FREDERICK, R3 | STE 800 3625 CUMBERLAND BLVD SE ATLANTA, GA 30339 | FIRST UNUM LIFE INSURANCE COMPANY | $138 | — | $138 | 0.78% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | 400 GALLERIA PARKWAY SUITE 300 ATLANTA, GA 30339 | ZURICH AMERICAN INSURANCE COMPANY | $1K | — | $1K | 10.00% |
| CBIZ BENEFITS & INSURANCE SERVICES3 | 700 W 47TH ST. STE 1100 KANSAS CITY, MO 64112 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $1K | — | $1K | 9.15% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC. | 315 E. ROBINSON STREET SUITE 325 ORLANDO, FL 32801 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $891 | — | $891 | 6.75% |
| 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 | $575 | — | $575 | 6.54% |
| HODGES-MACE LLC3 | 5775 E GLENRIDGE DRIVE SUITE 500 ATLANTA, GA 30328 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $117 | — | $117 | 1.33% |
| 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 | $344 | $203 | $547 | 7.73% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | 315 E ROBINSON ST. STE 325 ORLANDO, FL 32801 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $443 | — | $443 | 9.01% |
| CBIZ BENEFITS & INSURANCE SERVICES3 | 700 W 47TH ST. STE 1100 KANSAS CITY, MO 64112 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $295 | — | $295 | 6.00% |
| 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 | $97 | $259 | 7.82% |
| 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 | $97 | $77 | $174 | 7.40% |
| 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 | $17 | $27 | $44 | 2.51% |
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 | 19,595 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,075 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 54 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 21,724 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(10 contracts, 9 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 16,802 | $37.8M |
| Dental(2 contracts, 2 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 16,802 | $14.4M |
| Vision(3 contracts, 2 carriers) | EYEMED | 27,199 | $2.5M |
| Life insurance(4 contracts, 4 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 19,595 | $7.4M |
| Short-term disability(9 contracts, 5 carriers) | AETNA LIFE INSURANCE COMPANY | 9,769 | $4.9M |
| Long-term disability(9 contracts, 5 carriers) | AETNA LIFE INSURANCE COMPANY | 9,769 | $4.9M |
| Other(21 contracts, 10 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 19,595 | $14.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 27,199 | — |
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.