| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MACE, PETER, J3 | 3350 RIVERWOOD PARKWAY 80 SUTTE 500 ATLANTA, GA 30328 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $446K | — | $446K | 17.03% |
| HODGES-MACE BENEFITS GRP INC3 Filed as: HODGES-MACE BENEFITS GROUP INC. | 5775 EAST GLENRIDGE DRIVE SUITE 3500 ATLANTA, GA 30328 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $279K | $96K | $375K | 14.29% |
| AON CONSULTING INC3 Filed as: HEWITT ASSOCIATES LLC | 29840 NETWORK PLACE CHICAGO, IL 606731298 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $6K | $6K | 0.32% |
| AON CONSULTING INC3 Filed as: HEWITT ASSOCIATES LLC | 29840 NETWORK PLACE CHICAGO, IL 60673 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $6K | $6K | 0.41% |
| AON CONSULTING INC3 Filed as: HEWITT ASSOCIATES LLC | 29840 NETWORK PLACE CHICAGO, IL 606731298 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $642 | $642 | 0.51% |
| PETER J MACE3 | 3350 RIVERWOOD PARKWAY 80 SUITE 500 ATLANTA, GA 30328 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $39K | — | $39K | 36.47% |
| HODGES-MACE BENEFITS GRP INC3 Filed as: HODGES-MACE BENEFITS GROUP INC. | 5775 E GLENRIDGE DR SUITE 3500 ATLANTA, GA 30328 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $839 | $4K | $5K | 4.66% |
| GREGORY JAMES HODGES3 Filed as: GREGORY HODGES | 5775 EAST GLENRIDGE DRIVE ATLANTA, GA 30328 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $410 | — | $410 | 0.38% |
| BENEFIT COMMUNICATIONS INC3 | 2977 SIDCO DR. NASHVILLE, TN 37204 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $30 | — | $30 | 0.03% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS PORTLAND | 4565 PAYSPHERE CIRCLE CHICAGO, IA 60074 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.00% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON SOUTHEAST INC | 29727 NETWORK PL CHICAGO, IA 60073 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.00% |
| USI INSURANCE SERVICES LLC3 Filed as: KIBBLE & PRENTICE HOLDINGS CO. | 825 NE MULTNOMAH 15TH FLOOR PORTLAND, OR 97232 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| AON CONSULTING INC3 | 29840 NETWORK PLACE CHICAGO, IL 60673 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $15 | $15 | 0.23% |
| AON CONSULTING INC3 Filed as: AON CONSULTING | 29840 NETWORK PLACE CHICAGO, IL 606731298 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $458 | — | $458 | 10.01% |
| PETER J MACE3 | 3350 RIVERWOOD PARKWAY 80 SUITE 500 ATLANTA, GA 30328 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $17 | — | $17 | 3.51% |
| HODGES-MACE BENEFITS GRP INC3 Filed as: HODGES-MACE BENEFITS GROUP INC. | 5775 E GLENRIDGE DRIVE SUITE 3500 ATLANTA, GA 30328 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $9 | — | $9 | 1.86% |
| HODGES-MACE BENEFITS GRP INC3 Filed as: HODGES - MACE BENEFITS GROUP INC | 5775 EAST GLENRIDGE DRIVE SUITE 3500 ATLANTA, GA 30328 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $20 | — | $20 | 5.60% |
| PETER J MACE3 | 3350 RIVERWOOD PARKWAY 80 SUITE 500 ATLANTA, GA 30328 | FIRST UNUM LIFE INSURANCE COMPANY | $11 | — | $11 | 12.79% |
| BENEFIT COMMUNICATIONS INC3 Filed as: BENEFIT COMMUNICATIONS INC. | 2977 SIDCO DRIVE NASHVILLE, TN 37204 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $544 | — | $544 | — |
| HODGES-MACE BENEFITS GRP INC3 Filed as: HODGES-MACE BENEFITS GROUP INC. | 5775 E GLENRIDGE DRIVE SUITE 500 ATLANTA, GA 30328 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $492 | — | $492 | — |
| HODGES-MACE BENEFITS GRP INC3 Filed as: HODGES-MACE BENEFITS GROUP | 3350 RIVERWOOD PARKWAY 80 SUITE 500 ATLANTA, GA 30328 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $439 | — | $439 | — |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS | PORTLAND OREGON 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $121 | — | $121 | — |
| USI INSURANCE SERVICES LLC3 Filed as: KIBBLE & PRENTICE HOLDING CO. | 825 NE MULTNOMAH 15TH FLOOR PORTLAND, OR 97232 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $16 | — | $16 | — |
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 | 9,097 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 100 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 9,197 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 1 | $5K |
| Vision | BLUE CROSS AND BLUE SHIELD OF GEORGIA, INC. | 11,765 | $481K |
| Life insurance(3 contracts, 3 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 10,530 | $2.1M |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 9,232 | $1.6M |
| Other(8 contracts, 4 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 13,070 | $2.9M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 13,070 | — |
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."
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.