| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| SCHOTT, CHRISTOPHER D3 Filed as: SCHOTT,CHRISTOPHER D | 725 COGDELL RDG MILTON, GA 30004 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $76K | $2K | $79K | 5.02% |
| KESTRA INVESTMENT SERVICES LLC3 | 5707 SOUTHWEST PKWY STE 2 STE 400 AUSTIN, TX 787356214 | METROPOLITAN LIFE INSURANCE COMPANY | $13K | — | $13K | 2.86% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP EXECUTIVE BENEFITS | 2600 KELLY RD STE 210 WARRINGTON, PA 189763652 | METROPOLITAN LIFE INSURANCE COMPANY | $4K | $32 | $4K | 0.85% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP INS SERVICES INC | 1250 S CAPITAL OF TEXAS HWY BLDG 2 STE 125 AUSTIN, TX 787466446 | METROPOLITAN LIFE INSURANCE COMPANY | $3 | — | $3 | 0.00% |
| WISTED, DANIEL, J3 | STE 325 3440 PRESTON RIDGE RD ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $48K | $16K | $64K | 17.56% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. -HQ | 10TH FLOOR 18100 VON KARMAN AVE IRVINE, CA 92612 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $7K | $7K | 2.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | STE 300 1120 SANCTUARY PKWY ALPHARETTA, GA 30009 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $7K | — | $7K | 1.96% |
| WISTED, DANIEL, J3 | PRESTON RDG IV STE 325 3440 PRESTON RIDGE RD ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $4K | $397 | $5K | 1.30% |
| WISTED, DANIEL, J3 | STE 325 3440 PRESTON RIDGE RD ALPHARETTA, GA 30005 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $17K | $7K | $24K | 14.91% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | STE 300 1120 SANCTUARY PKWY ALPHARETTA, GA 30009 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $3K | — | $3K | 1.94% |
| WISTED, DANIEL, J3 | PRESTON RDG IV STE 325 3440 PRESTON RIDGE RD ALPHARETTA, GA 30005 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $2K | $392 | $3K | 1.77% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. -HQ | ATTN ERICA MENDEZ 1301 DOVE ST STE 200 NEWPORT BEACH, CA 92660 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | — | -$2K | -$2K | -1.35% |
| SCHOTT, CHRISTOPHER D3 | 725 COGDELL RDG MILTON, GA 30004 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $5K | $169 | $5K | 5.16% |
| WISTED, DANIEL, J3 | STE 325 3440 PRESTON RIDGE RD ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $3K | $1K | $4K | 9.69% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | STE 300 1120 SANCTUARY PKWY ALPHARETTA, GA 30009 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $3K | — | $3K | 7.24% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. -HQ | 10TH FLOOOR 18100 VON KARMAN AVE IRVINE, CA 92612 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $2K | $2K | 4.86% |
| WISTED, DANIEL, J3 | PRESTON RDG IV STE 325 3440 PRESTON RIDGE RD ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $326 | $52 | $378 | 0.85% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY EIN 06-6033492 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | 151 FARMINGTON AVE. HARTFORD, CT 06156 | $443K |
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 | 1,200 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 30 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,230 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE COMPANY | 60 | $431K |
| Dental | AETNA LIFE INSURANCE COMPANY | 60 | $431K |
| Vision(2 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 826 | $552K |
| Life insurance(3 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 1,200 | $2.3M |
| Short-term disability(3 contracts, 2 carriers) | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | 108 | $571K |
| Long-term disability(2 contracts) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 1,200 | $1.7M |
| Stop-loss / reinsurancereinsurance | AETNA LIFE INSURANCE CO. | 1,023 | $1.4M |
| Other(2 contracts) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 1,200 | $1.9M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,200 | — |
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.