| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICE 785439 | 1120 SANCTUARY PKWY STE 300 ALPHARETTA, GA 30009 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $19K | — | $19K | 3.00% |
| BENEFIT ADVISORS SERVICES3 | 1125 SANCTUARY PARKWAY SUITE 300 ALPHARETTA, GA 30009 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $6K | — | $6K | 1.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICE 785439 | 1120 SANCTUARY PKWY STE 300 ALPHARETTA, GA 30009 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $19K | — | $19K | 3.00% |
| BENEFIT ADVISORS SERVICES3 | 1125 SANCTUARY PKWAY SUITE 300 ALPHARETTA, GA 30009 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $6K | — | $6K | 1.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICE 785439 | 1120 SANCTUARY PKWY STE 300 ALPHARETTA, GA 30009 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $16K | — | $16K | 3.00% |
| BENEFIT ADVISORS SERVICES3 | 1125 SANCTUARY PKWAY STE 300 ALPHARETTA, GA 30009 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $5K | — | $5K | 1.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES LLC | 1125 SANCTUARY PARKWAY SUITE 300 ALPHARETTA, GA 30009 | EYEMED VISION CARE | $46K | — | $46K | 10.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES LLC | 5444 WESTHEIMER RD #900 HOUSTON, TX 77056 | EYEMED VISION CARE | $7K | — | $7K | 1.60% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 1120 SANCTUARY PKWY STE 300 ALPHARETTA, GA 30009 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $38K | — | $38K | 9.55% |
| HODGES-MACE BENEFITS GRP INC3 | 3350 RIVERWOOD PARKWAY STE 80 ATLANTA, GA 30339 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $8K | $29 | $8K | 1.90% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC.- HQ | ATTN ERICA MENDEZ 1301 DOVE ST STE 200 NEWPORT BEACH, CA 92660 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $5K | $5K | 1.21% |
| AON CONSULTING INC3 | 29840 NETWORK PLACE CHICAGO, IL 60673 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $878 | $1 | $879 | 0.22% |
| HODGES-MACE BENEFITS GRP INC3 | 3350 RIVERWOOD PARKWAY STE 80 ATLANTA, GA 30339 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $316 | — | $316 | 0.08% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICE | 1120 SANCTUARY PKWY STE 300 ALPHARETTA, GA 30009 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $11K | — | $11K | 4.29% |
| BENEFIT ADVISORS SERVICES3 | 1125 SANCTUARY PARKWAY STE 300 ALPHARETTA, GA 30009 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $4K | — | $4K | 1.43% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 1120 SANCTUARY PKWY STE 300 ALPHARETTA, GA 30009 | UNUM INSURANCE COMPANY | $33K | $4K | $38K | 17.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICE 785439 | 1120 SANCTUARY PKWY STE 300 ALPHARETTA, GA 30009 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $4K | — | $4K | 3.00% |
| BENEFIT ADVISORS SERVICES3 | 1125 SANCTUARY PKWAY STE 300 ALPHARETTA, GA 30009 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $1K | — | $1K | 1.00% |
| MARY JANE SCHROEDER3 | 444 S FLOWER ST STE 4200 LOS ANGELES, CA 900712965 | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $10K | $369 | $10K | 16.12% |
| MICHAEL A BOOK3 | 90 PARK AVE FL 17 NEW YORK, NY 100161373 | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $1K | $3K | $4K | 6.93% |
| GREGORY KARL LARGE3 | 281 TRESSER BLVD STE 1004 STAMFORD, CT 069013238 | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $3K | $63 | $3K | 5.07% |
| RICHARD PIERCE VANBENSCHOTEN3 | 90 PARK AVE FL 17 NEW YORK, NY 100161373 | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $1K | — | $1K | 2.32% |
| GARY D MCMAHAN3 | PO BOX 5625 VIRGINIA BEACH, VA 234710625 | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $100 | — | $100 | 0.16% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES LLC | 1125 SANCTUARY PARKWAY SUITE 300 ALPHARETTA, GA 30009 | EYEMED VISION CARE | $584 | — | $584 | 9.69% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SVR LLC | 5444 WESTHEIMER RD #900 HOUSTON, TX 77056 | EYEMED VISION CARE | $107 | — | $107 | 1.77% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | — | DELTA DENTAL INSURANCE COMPANY | $38K | — | $38K | — |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BCBS HEALTHCARE PLAN OF GEORGIA,INC EIN 58-1638390 CLIAMS PROCESSING | Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Claims processing; Contract Administrator; Float revenue Service code 12 | — | $2.5M |
| ALLIANT INSURANCE SERVICES INC INSURANCE AGENTS& BROKER | Insurance brokerage commissions and fees; Other commissions; Insurance agents and brokers Service code 22 | 701 B ST 6TH FL SAN DIEGO, CA 92101 | $0 |
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 | 3,629 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 44 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 3,673 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL INSURANCE COMPANY | 3,224 | $0 |
| Vision(2 contracts) | EYEMED VISION CARE | 6,211 | $462K |
| Life insurance(2 contracts) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 3,629 | $885K |
| Short-term disability(2 contracts, 2 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 3,255 | $649K |
| Long-term disability(2 contracts, 2 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 3,624 | $604K |
| Stop-loss / reinsurancereinsurance | BLUE CROSS AND BLUE SHIELD OF GEORGIA, INC. | 3,348 | $459 |
| Other(6 contracts, 6 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 3,629 | $847K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 6,211 | — |
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.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.