| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARK R JENKINS3 Filed as: MARK R JENKINS JENKINS AND ASSOC. | 9 TANGLEWOOD ROAD NEWNAN, GA 30263 | KAISER FOUNDATION HEALTH PLAN OF GEORGIA | $82K | — | $82K | 4.91% |
| MARK R JENKINS3 Filed as: MARK R JENKINS, LUTCF | 9 TANGLEWOOD ROAD NEWNAN, GA 30263 | PRINCIPAL LIFE INSURANCE COMPANY | $51K | $5K | $56K | 14.90% |
| JENKINS & ASSOCIATES3 | 9 TANGLEWOOD ROAD NEWNAN, GA 30263 | TRANSAMERICA LIFE INSURANCE COMPANY | $33K | — | $33K | 28.52% |
| MARK R JENKINS3 | 9 TANGLEWOOD ROAD NEWNAN, GA 30263 | TRANSAMERICA LIFE INSURANCE COMPANY | $574 | — | $574 | 0.50% |
| JENKINS & ASSOCIATES3 | 9 TANGLEWOOD ROAD NEWNAN, GA 30263 | COMPANION LIFE INSURANCE COMPANY | $9K | — | $9K | 16.49% |
| JENKINS & ASSOCIATES3 | 9 TANGLEWOOD ROAD NEWNAN, GA 30263 | COMPANION LIFE INSURANCE COMPANY | $7K | — | $7K | 15.01% |
| JENKINS & ASSOCIATES3 | 9 TANGLEWOOD ROAD NEWNAN, GA 30263 | COMPANION LIFE INSURANCE COMPANY | $5K | — | $5K | 15.01% |
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 | 497 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 4 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 505 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN OF GEORGIA | 449 | $1.8M |
| Dental | PRINCIPAL LIFE INSURANCE COMPANY | 450 | $377K |
| Vision | PRINCIPAL LIFE INSURANCE COMPANY | 450 | $377K |
| Life insurance | COMPANION LIFE INSURANCE COMPANY | 225 | $57K |
| Short-term disability(3 contracts, 2 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 450 | $461K |
| Long-term disability | PRINCIPAL LIFE INSURANCE COMPANY | 450 | $377K |
| Other(4 contracts, 2 carriers) | TRANSAMERICA LIFE INSURANCE COMPANY | 396 | $256K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 450 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.