| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1125 SANCTUARY PKWY STE 300 ALPHARETTA, GA 30009 | ANTHEM INSURANCE COMPANIES, INC. | — | $28K | $28K | 2.18% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B ST FL 6 SAN DIEGO, CA 921018156 | KAISER FOUNDATION HEALTH PLAN, INC. | $54K | — | $54K | 4.99% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 1125 SANTUARY PKWY #300 ALPHARETTA, GA 30009 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $28K | — | $28K | 3.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT EMPLOYEE BENEFITS | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | EYEMED VISION CARE | $35K | — | $35K | 7.27% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES LLC | 1125 SANCTUARY PARKWAY SUITE 300 ALPHARETTA, GA 30009 | EYEMED VISION CARE | $17K | — | $17K | 3.56% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 1125 SANTUARY PKWY #300 ALPHARETTA, GA 30009 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $49K | — | $49K | 10.92% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 1125 SANTUARY PKWY #300 ALPHARETTA, GA 30009 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $7K | — | $7K | 3.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 2185 N CALIFORNIA BLVD STE 400 WALNUT CREEK, CA 94596 | KAISER FOUNDATION HEALTH PLAN OF GEORGIA, INC. | — | $4 | $4 | 0.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SVCS HOUSTON | 1125 SANCTUARY PKWY # 300 ALPHARETTA, GA 30009 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $3K | $3K | 3.55% |
| MARY JANE SCHROEDER3 | 444 S FLOWER ST STE 4200 LOS ANGELES, CA 900712965 | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $8K | $145 | $8K | 10.69% |
| GREGORY KARL LARGE3 | 281 TRESSER BLVD STE 1004 STAMFORD, CT 069013238 | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $3K | $63 | $3K | 3.53% |
| MICHAEL A BOOK3 | 90 PARK AVE FL 17 NEW YORK, NY 100161373 | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $2K | — | $2K | 1.98% |
| RICHARD PIERCE VANBENSCHOTEN3 | 90 PARK AVE FL 17 NEW YORK, NY 100161373 | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $1K | — | $1K | 1.41% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | STE 300 1120 SANCTUARY PKWY ALPHARETTA, GA 30009 | UNUM INSURANCE COMPANY | $11K | $1K | $13K | 17.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | STE 300 1120 SANCTUARY PKWY ALPHARETTA, GA 30009 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $10K | — | $10K | 16.15% |
| 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 | — | $1K | $1K | 2.26% |
| HODGES-MACE BENEFITS GRP INC3 | STE 80 3350 RIVERWOOD PKWY ATLANTA, GA 30339 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $189 | — | $189 | 0.31% |
| AON CONSULTING INC3 | 29840 NETWORK PLACE CHICAGO, IL 60673 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $22 | — | $22 | 0.04% |
| HODGES-MACE BENEFITS GRP INC3 Filed as: HODGES-MACE BENEFITS GRP | STE 80 3350 RIVERWOOD PKWY ATLANTA, GA 30339 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $6 | — | $6 | 0.01% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1125 SANCTUARY PARKWAY SUITE 300 ATLANTA, GA 30009 | FOUR EVER LIFE INS CO | $825 | — | $825 | 15.01% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT EMPLOYEE BENEFITS | 701 B STREET 6TH FLOOR SAN DIEGO, CA 92101 | EYEMED VISION CARE | $174 | — | $174 | 6.31% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES LLC | 1125 SANCTUARY PARKWAY SUITE 300 ALPHARETTA, GA 30009 | EYEMED VISION CARE | $153 | — | $153 | 5.55% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | — | DELTA DENTAL INSURANCE COMPANY | $107K | — | $107K | — |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BCBS HEALTHCARE PLAN OF GEORGIA,INC EIN 58-1638390 CLAIMS PROCESSING | Other services; Float revenue; Contract Administrator; Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $3.2M |
| ANTHEM INSURANCE COMPANIES, INC. EIN 35-0781558 CONTRACT ADMINISTRATOR | Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Float revenue; Contract Administrator; Claims processing Service code 12 | — | $308K |
| ALLIANT INSURANCE SERVICES INC EIN 58-1638390 INSURANCE AGENTS& BROKER | Insurance agents and brokers; Insurance brokerage commissions and fees; Other commissions 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 | 4,594 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 11 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 4,605 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 4 carriers) | ANTHEM INSURANCE COMPANIES, INC. | 8,027 | $2.5M |
| Dental | DELTA DENTAL INSURANCE COMPANY | 3,756 | $0 |
| Vision(2 contracts) | EYEMED VISION CARE | 6,815 | $482K |
| Life insurance | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 5,247 | $448K |
| Short-term disability(2 contracts) | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 3,685 | $319K |
| Long-term disability(2 contracts, 2 carriers) | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 2,103 | $1.0M |
| Other(5 contracts, 5 carriers) | COMPSYCH | 4,371 | $308K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 8,027 | — |
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.