| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARK R JENKINS3 Filed as: MARK R JENKINS JANKINS AND ASSOC. | 9 TANGLEWOOD RD NEWNAN, GA 30263 | KAISER FOUNDATION HEALTH PLAN OF GEORGIA | $103K | $0 | $103K | 4.53% |
| MARK R JENKINS3 Filed as: MARK RICHARD JENKINS, LUTCF | 9 TANGLEWOOD RD NEWNAN, GA 302634110 | PRINCIPAL LIFE INSURANCE COMPANY | $79K | $16K | $95K | 12.47% |
| DIGITAL INSURANCE LLC3 | 200 GALLERIA PKWY SUITE 1950 ATLANTA, GA 303395946 | PRINCIPAL LIFE INSURANCE COMPANY | $7K | $0 | $7K | 0.90% |
| JENKINS & ASSOCIATES3 | MARK R JENKINS 9 TANGLEWOORD RD NEWNAN, GA 30263 | TRANSAMERICA LIFE INSURANCE COMPANY | $10K | $0 | $10K | 20.49% |
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 | 562 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 6 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 568 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN OF GEORGIA | 590 | $2.3M |
| Dental | PRINCIPAL LIFE INSURANCE COMPANY | 562 | $760K |
| Vision | PRINCIPAL LIFE INSURANCE COMPANY | 562 | $760K |
| Life insurance(2 contracts, 2 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 562 | $807K |
| Short-term disability | PRINCIPAL LIFE INSURANCE COMPANY | 562 | $760K |
| Long-term disability | PRINCIPAL LIFE INSURANCE COMPANY | 562 | $760K |
| Stop-loss / reinsurancereinsurance | BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC. | 314 | $485K |
| Other | TRANSAMERICA LIFE INSURANCE COMPANY | 287 | $47K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 590 | — |
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.