| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICE | 1120 SANCTUARY PKWY STE 300 ALPHARETTA, GA 30009 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $20K | — | $20K | 3.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICE | 1120 SANCTUARY PKWY STE 300 ALPHARETTA, GA 30009 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $21K | $1K | $23K | 3.42% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICE | 1120 SANCTUARY PKWY STE 300 ALPHARETTA, GA 30009 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $20K | $2K | $21K | 3.77% |
| HODGES-MACE BENEFITS GRP INC3 | 5775 E GLENRIDGE DR STE 500 ATLANTA, GA 30328 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $38K | $6K | $44K | 9.20% |
| MACE, PETER, J3 | 5775 E GLENRIDGE DR STE 500 ATLANTA, GA 30328 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $14K | — | $14K | 3.04% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 1120 SANCTUARY PKWY STE 300 ALPHARETTA, GA 30009 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $11K | — | $11K | 2.27% |
| AON CONSULTING INC3 | 29840 NETWORK PLACE CHICAGO, IL 60673 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $6K | $370 | $6K | 1.30% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC.- HQ | ERICA MENDEZ 1301 DOVE ST STE 200 NEWPORT BEACH, CA 92660 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $4K | $4K | 0.74% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SVR LLC - GA 33-0785439 | 5444 WESTHEIMER RD #900 HOUSTON, TX 77056 | EYEMED VISION CARE | $67K | — | $67K | 15.75% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICE | 1120 SANCTUARY PKWY STE 300 ALPHARETTA, GA 30009 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $12K | — | $12K | 4.23% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICE | STE 300 1120 SANCTUARY PKWY ALPHARETTA, GA 30004 | UNUM INSURANCE COMPANY | $42K | $14K | $56K | 20.00% |
| SCHROEDER MARY JANE3 | 444 S FLOWER ST STE 4200 LOS ANGELES, CA 900712965 | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $13K | $918 | $14K | 12.54% |
| BOOK MICHAEL A3 | 530 5TH AVE FL 11 NEW YORK, NY 100365101 | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $2K | $6K | $8K | 7.11% |
| LARGE GREGORY KARL3 | 281 TRESSER BLVD STE 1004 STAMFORD, CT 069013238 | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $4K | $214 | $5K | 4.33% |
| VANBENSCHOTEN RICHARD PIERCE JR3 Filed as: VANBENSCHOTEN RICHARD PIERCE JR. | 530 5TH AVE FL 11 NEW YORK, NY 100365101 | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $1K | $12 | $1K | 1.33% |
| KARLITZ PAUL E3 | 444 S FLOWER ST LOS ANGELES, CA 900712965 | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $0 | $0 | $0 | 0.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICE | 1120 SANCTUARY PKWY STE 300 ALPHARETTA, GA 30009 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2K | — | $2K | 3.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES, INC | 1125 SANCTUARY PARKWAY SUITE 300 ALPHARETTA, GA 30009 | NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA | $2K | — | $2K | 10.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SVR LLC - GA 33-0785439 | 5444 WESTHEIMER RD #900 HOUSTON, TX 77056 | EYEMED VISION CARE | $773 | — | $773 | 18.64% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | — | DELTA DENTAL INSURANCE COMPANY | $36K | — | $36K | — |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BCBS OF GEORGIA, INC. EIN 58-1638390 CLAIMS PROCESSING | Contract Administrator; Insurance agents and brokers; Other commissions; Claims processing; Insurance brokerage commissions and fees; Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services Service code 12 | — | $2.6M |
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 | 3,140 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 39 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 3,179 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL INSURANCE COMPANY | 7,170 | $0 |
| Vision(2 contracts) | EYEMED VISION CARE | 5,845 | $433K |
| Life insurance(2 contracts) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 3,154 | $949K |
| Short-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 2,727 | $662K |
| Long-term disability(2 contracts, 2 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 1,007 | $672K |
| Stop-loss / reinsurancereinsurance | BLUE CROSS AND BLUE SHIELD OF GEORGIA, INC. | 8,043 | $778K |
| Other(6 contracts, 6 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 3,154 | $937K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 8,043 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.