| 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 | $93K | $37K | $130K | 6.43% |
| WISTED, DANIEL, J3 | STE 325 ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $30K | $13K | $43K | 12.09% |
| WISTED, DANIEL, J3 | PRESTON RDG IV STE 325 3440 PRESTON RIDGE RD ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $3K | $2K | $5K | 1.55% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | STE 300 1120 SANCTUARY PKWY ALPHARETTA, GA 30009 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $5K | — | $5K | 1.36% |
| 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 | — | $4K | $4K | 1.11% |
| KESTRA INVESTMENT SERVICES LLC3 | 5707 SOUTHWEST PKWY STE 2 STE 400 AUSTIN, TX 787356214 | METROPOLITAN LIFE INSURANCE COMPANY | $5K | — | $5K | 1.57% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP EXECUTIVE BENEFITS | 2600 KELLY RD STE 210 WARRINGTON, PA 189763652 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $59 | $2K | 0.72% |
| WISTED, DANIEL, J3 | STE 325 3440 PRESTON RIDGE RD ALPHARETTA, GA 30005 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $13K | $5K | $18K | 13.83% |
| WISTED, DANIEL, J3 | PRESTON RDG IV STE 325 3440 PRESTON RIDGE RD ALPHARETTA, GA 30005 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $913 | $781 | $2K | 1.29% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | STE 300 1125 SANCTUARY PKWY ALPHARETTA, GA 30009 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $1K | — | $1K | 1.02% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. -HQ | 10TH FLOOR 18100 VON KARMAN AVE IRVINE, CA 92612 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | — | $1K | $1K | 0.88% |
| SCHOTT, CHRISTOPHER D3 | 725 COGDELL RDG MILTON, GA 30004 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $6K | $2K | $8K | 7.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | STE 300 1125 SANCTUARY PKWY ALPHARETTA, GA 30009 | UNUM INSURANCE COMPANY | $15K | $1K | $16K | 22.00% |
| AON CONSULTING INC3 | ONE LIBERTY PLAZA, 165 BROADWAY SUITE 3201 NEW YORK, NY 10006 | ACE AMERICAN INSURANCE COMPANY | $11K | — | $11K | 20.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | STE 300 1125 SANCTUARY PKWY ALPHARETTA, GA 30009 | UNUM INSURANCE COMPANY | $9K | $1K | $10K | 22.79% |
| WISTED, DANIEL, J3 | STE 325 3440 PRESTON RIDGE RD ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $887 | $3K | 6.80% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | STE 300 1125 SANCTUARY PKWY ALPHARETTA, GA 30009 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $3K | — | $3K | 6.70% |
| 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 | — | $934 | $934 | 2.12% |
| WISTED, DANIEL, J3 | PRESTON RDG IV STE 325 3440 PRESTON RIDGE RD ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $138 | $108 | $246 | 0.56% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | STE 300 1125 SANCTUARY PKWY ALPHARETTA, GA 30009 | UNUM INSURANCE COMPANY | $9K | $1K | $10K | 22.70% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY EIN 06-6033492 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | 151 FARMINGTON AVE. HARTFORD, CT 06156 | $911K |
| WEX CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | 700 26TH AVE E WEST FARGO, ND 58078 | $6K |
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 | 1,136 | 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) | 1,162 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE COMPANY | 35 | $392K |
| Dental | AETNA LIFE INSURANCE COMPANY | 35 | $392K |
| Vision(2 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 836 | $507K |
| Life insurance(3 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 1,136 | $2.7M |
| Short-term disability(3 contracts, 2 carriers) | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | 81 | $528K |
| Long-term disability(2 contracts) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 1,136 | $2.1M |
| Stop-loss / reinsurancereinsurance | AETNA LIFE INSURANCE CO. | 1,042 | $1.2M |
| Other(6 contracts, 3 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 1,136 | $2.6M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,136 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.