| 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 | $97K | — | $97K | 0.82% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INSURANCE SVCS, INC | 2255 GLADES RD, STE 321A BOCA RATON, FL 334317383 | KAISER FOUNDATION HEALTH PLAN INC. | $43K | — | $43K | 0.50% |
| FREESTONE FINANCIAL LLC3 | 8130 N 86TH PL SCOTTSDALE, AZ 85258 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $286K | $114K | $400K | 4.91% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INSURANCE SVCS, INC | 2255 GLADES RD, STE 321A BOCA RATON, FL 334317383 | KAISER FOUNDATION HEALTH PLAN INC. | $31K | — | $31K | 0.55% |
| FREESTONE FINANCIAL LLC3 Filed as: FREESTONE FINANCIAL SERVICES | 14301 N 87TH ST SUITE 308 SCOTTSDALE, AZ 85260 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $136K | $348K | $484K | 12.61% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INSURANCE SVCS INC | P.O. BOX 632886 CINCINNATI, OH 45263 | RELIASTAR LIFE INSURANCE COMPANY | $306K | — | $306K | 8.02% |
| BENE RE LLC3 | 5217 MONROE ST. STE B TOLEDO, OH 43623 | RELIASTAR LIFE INSURANCE COMPANY | — | $305K | $305K | 8.00% |
| HODGES-MACE BENEFITS GRP INC3 Filed as: HODGES-MACE BENEFITS GROUP | 5775 GLENRIDGE DR, STE E500 ATLANTA, GA 30328 | RELIASTAR LIFE INSURANCE COMPANY | $75K | — | $75K | 1.98% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1125 SANCTUARY PKWY, STE 300 ALPHARETTA, GA 30009 | BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC. | $83K | — | $83K | 2.80% |
| FREESTONE FINANCIAL LLC3 Filed as: FREESTONE FINANCIAL SERVICES | 14301 N 87TH ST SUITE 308 SCOTTSDALE, AZ 85260 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $87K | $224K | $311K | 12.50% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INSURANCE SVCS, INC | P.O. BOX 632886 CINCINNATI, OH 45263 | EYEMED | $35K | — | $35K | 1.69% |
| 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 | $8K | $776 | $9K | 0.51% |
| FREESTONE FINANCIAL LLC3 Filed as: FREESTONE INSURANCE GROUP | 7975 N HAYDEN ROAD, SUITE C300 SCOTTSDALE, AZ 85253 | ZURICH AMERICAN INSURANCE COMPANY | $131K | — | $131K | 15.00% |
| 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 | $3K | — | $3K | 0.44% |
| HODGES-MACE BENEFITS GRP INC3 | 3350 RIVERWOOD PARKWAY, STE 3500 ATLANTA, GA 30328 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $11K | — | $11K | 1.98% |
| 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 | $3K | — | $3K | 0.53% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INSURANCE SVCS, INC | P.O. BOX 632886 CINCINNATI, OH 45263 | KAISER FOUNDATION HEALTH PLAN OF COLORADO | $3K | — | $3K | 0.50% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INSURANCE SVCS, INC | P.O. BOX 632886 CINCINNATI, OH 45263 | KAISER FOUNDATION HEALTH PLAN OF HAWAII | $3K | — | $3K | 0.50% |
| CBIZ BENEFITS & INSURANCE SERVICES3 | P.O. BOX 632886 CINCINNATI, OH 45263 | AETNA LIFE INSURANCE COMPANY | — | $13K | $13K | 2.76% |
| CBIZ BENEFITS & INSURANCE SERVICES3 | P.O. BOX 632886 CINCINNATI, OH 45263 | METLIFE LEGAL PLANS | $20K | $11K | $31K | 7.50% |
| CBIZ BENEFITS & INSURANCE SERVICES3 | 700 WEST 47TH STREET, STE. 1100 KANSAS CITY, MO 64112 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $31K | $31K | 15.00% |
| 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 GEORGIA | $713 | — | $713 | 0.49% |
| CBIZ BENEFITS & INSURANCE SERVICES3 | 700 WEST 47TH STREET, STE. 1100 KANSAS CITY, MO 64112 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $17K | $17K | 15.00% |
| 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 | $505 | $394 | $899 | 3.85% |
| HODGES-MACE BENEFITS GRP INC3 | 3350 RIVERWOOD PARKWAY 80 ATLANTA, GA 30328 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $329 | — | $329 | 1.98% |
| SCHREMP, FREDERICK, R3 | STE 800 3625 CUMBERLAND BLVD SE ATLANTA, GA 30339 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $82 | — | $82 | 0.49% |
| 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 | $677 | $377 | $1K | 7.08% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INSURANCE SVCS, INC | P.O. BOX 632886 CINCINNATI, OH 45263 | EYEMED | $247 | — | $247 | 1.72% |
| CBIZ BENEFITS & INSURANCE SERVICES3 | 700 W 47TH ST. STE 1100 KANSAS CITY, MO 64112 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $2K | — | $2K | 15.00% |
| HODGES-MACE BENEFITS GRP INC3 Filed as: HODGES-MACE BENEFITS GRP | 3350 RIVERWOOD PARKWAY 80 ATLANTA, GA 30328 | FIRST UNUM LIFE INSURANCE COMPANY | $164 | — | $164 | 1.59% |
| SCHREMP, FREDERICK, R3 | STE 800 3625 CUMBERLAND BLVD SE ATLANTA, GA 30339 | FIRST UNUM LIFE INSURANCE COMPANY | $46 | — | $46 | 0.45% |
| FREESTONE FINANCIAL LLC3 Filed as: FREESTONE INSURANCE GROUP | 7975 N HAYDEN ROAD, SUITE C300 SCOTTSDALE, AZ 85253 | ZURICH AMERICAN INSURANCE COMPANY | $802 | — | $802 | 15.01% |
| FREESTONE FINANCIAL LLC3 Filed as: FREESTONE FINANCIAL SERVICES | 14301 N 87TH ST SUITE 308 SCOTTSDALE, AZ 85260 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $115 | $229 | $344 | 10.49% |
| CBIZ BENEFITS & INSURANCE SERVICES3 | 700 W 47TH ST. STE 1100 KANSAS CITY, MO 64112 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $452 | — | $452 | 15.01% |
| 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 | $125 | $68 | $193 | 7.52% |
| 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 | $16 | $18 | $34 | 2.10% |
| 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 | — | $153 | $153 | 13.80% |
| 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 | $44 | $98 | $142 | 14.65% |
| 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 | $29 | $29 | $58 | 9.57% |
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 | 17,616 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 162 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 187 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 17,965 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(11 contracts, 10 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 14,931 | $36.4M |
| Dental(2 contracts, 2 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 14,931 | $15.1M |
| Vision(2 contracts) | EYEMED | 25,351 | $2.1M |
| Life insurance(3 contracts, 3 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 17,616 | $8.2M |
| Short-term disability(8 contracts, 3 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 7,540 | $2.5M |
| Long-term disability(7 contracts, 3 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 7,567 | $3.9M |
| Other(14 contracts, 8 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 17,616 | $14.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 25,351 | — |
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.