| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B ST FL 6 SAN DIEGO, CA 921018156 | KAISER FOUNDATION HEALTH PLAN INC | $40K | — | $40K | 4.46% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SVCS HOUSTON | 1125 SANCTUARY PKWY #300 ALPHARETTA, GA 30009 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $30K | $30K | 3.68% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 1125 SANTUARY PKWY #300 ALPHARETTA, GA 30009 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $24K | — | $24K | 3.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 1120 SANCTUARY PKWY STE 300 ALPHARETTA, GA 30009 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $105K | — | $105K | 15.52% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC.- HQ | 10TH FLOOR 18100 VON KARMAN AVE IRVINE, CA 92612 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $17K | $17K | 2.45% |
| HODGES-MACE BENEFITS GRP INC3 | 3350 RIVERWOOD PKWY STE 80 ATLANTA, GA 30339 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $3K | $6 | $3K | 0.46% |
| AON CONSULTING INC3 | 29840 NETWORK PLACE CHICAGO, IL 60673 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $345 | — | $345 | 0.05% |
| HODGES-MACE BENEFITS GRP INC3 Filed as: HODGES-MACE BENEFITS GRP | 3350 RIVERWOOD PKWY STE 80 ATLANTA, GA 30339 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $9 | — | $9 | 0.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | STE 300 1120 SANCTUARY PKWY ALPHARETTA, GA 30009 | UNUM INSURANCE COMPANY | $87K | $12K | $99K | 17.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES LLC | 1125 SANCTUARY PARKWAY SUITE 300 ALPHARETTA, GA 30009 | EYEMED VISION CARE | $48K | — | $48K | 9.99% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SVCS HOUSTON | 1125 SANCTUARY PKWY #300 ALPHARETTA, GA 30009 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $60K | $60K | 17.66% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 1125 SANTUARY PKWY #300 ALPHARETTA, GA 30009 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $42K | — | $42K | 12.37% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SVCS HOUSTON | 1125 SANCTUARY PKWY #300 ALPHARETTA, GA 30009 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $11K | $11K | 5.86% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 1125 SANTUARY PKWY #300 ALPHARETTA, GA 30009 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $6K | — | $6K | 3.00% |
| MARY JANE SCHROEDER3 | 444 S FLOWER ST STE 4200 LOS ANGELES, CA 900712965 | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $10K | $324 | $10K | 12.50% |
| MICHAEL A BOOK3 | 90 PARK AVE FL 17 NEW YORK, NY 100161373 | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $1K | $4K | $5K | 6.82% |
| GREGORY KARL LARGE3 | 281 TRESSER BLVD STE 1004 STAMFORD, CT 069013238 | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $3K | $141 | $4K | 4.42% |
| RICHARD PIERCE VANBENSCHOTEN3 | 90 PARK AVE FL 17 NEW YORK, NY 100161373 | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $1K | — | $1K | 1.42% |
| GARY D MCMAHAN3 | PO BOX 5625 VIRGINIA BEACH, VA 234710625 | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $100 | — | $100 | 0.12% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SVCS HOUSTON | 1125 SANCTUARY PKWY #300 ALPHARETTA, GA 30009 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $5K | $5K | 6.80% |
| 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 | $3K | — | $3K | 10.00% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1125 SANCTUARY PARKWAY SUITE 300 ATLANTA, GA 30009 | FOUR EVER LIFE INS CO | $2K | — | $2K | 15.00% |
| ANTHEM INSURANCE COMPANIES, INC.3 | 120 MONUMENT CIRCLE INDIANAPOLIS, IN 46204 | FOUR EVER LIFE INS CO | — | $804 | $804 | 6.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES LLC | 1125 SANCTUARY PARKWAY SUITE 300 ALPHARETTA, GA 30009 | EYEMED VISION CARE | $664 | — | $664 | 10.19% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | — | DELTA DENTAL INSURANCE COMPANY | $41K | — | $41K | — |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT EMPLOYEE BENEFITS | — | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $3K | — | $3K | — |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BCBS HEALTHCARE PLAN OF GEORGIA,INC EIN 58-1638390 CLIAMS PROCESSING | Contract Administrator; Claims processing; Other services; Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $2.5M |
| ANTHEM INS CO, INC. ELEVANCE HEALTH EIN 35-2145715 CLAIMS PROCESSING | Float revenue; Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing; Contract Administrator Service code 12 | — | $217K |
| ALLIANT INSURANCE SERVICES INC EIN 58-1638390 INSURANCE AGENTS& BROKER | Other commissions; Insurance brokerage commissions and fees; 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 | 4,051 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 26 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 4,077 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 166 | $986K |
| Dental | DELTA DENTAL INSURANCE COMPANY | 3,351 | $0 |
| Vision(2 contracts) | EYEMED VISION CARE | 6,304 | $487K |
| Life insurance | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 4,722 | $340K |
| Short-term disability(2 contracts) | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 3,258 | $266K |
| Long-term disability(2 contracts, 2 carriers) | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 2,798 | $896K |
| Other(6 contracts, 6 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 3,860 | $1.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 6,304 | — |
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.