| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| JOHNSON BENEFIT GROUP, INC.3 Filed as: JOHNSON BENEFIT GROUP LLC | PO BOX 517 BOGART, GA 30622 | KAISER FOUNDATION HEALTH PLAN OF GEORGIA | $111K | $0 | $111K | 5.21% |
| JOHNSON BENEFIT GROUP, INC.3 Filed as: JOHNSON BENEFIT GROUP LLC | PO BOX 517 BOGART, GA 30622 | COMPANION LIFE INSURANCE COMPANY | $4K | $0 | $4K | 10.09% |
| THE CASON GROUP INC3 Filed as: THE CASON GROUP | 1612 MARION STREET COLUMBIA, SC 29201 | COMPANION LIFE INSURANCE COMPANY | $2K | $0 | $2K | 5.05% |
| JOHNSON BENEFIT GROUP, INC.3 Filed as: JOHNSON BENEFIT GROUP LLC | PO BOX 517 BOGART, GA 30622 | COMPANION LIFE INSURANCE COMPANY | $12K | $0 | $12K | 66.67% |
| THE CASON GROUP INC3 Filed as: THE CASON GROUP | 1612 MARION STREET COLUMBIA, SC 29201 | COMPANION LIFE INSURANCE COMPANY | $6K | $0 | $6K | 33.33% |
| JOHNSON BENEFIT GROUP, INC.3 Filed as: JOHNSON BENEFIT GROUP LLC | PO BOX 517 BOGART, GA 30622 | COMPANION LIFE INSURANCE COMPANY | $11K | $0 | $11K | 66.67% |
| THE CASON GROUP INC3 Filed as: THE CASON GROUP | 1612 MARION STREET COLUMBIA, SC 29201 | COMPANION LIFE INSURANCE COMPANY | $5K | $0 | $5K | 33.33% |
| JOHNSON BENEFIT GROUP, INC.3 Filed as: JOHNSON BENEFIT GROUP LLC | PO BOX 517 BOGART, GA 30622 | COMPANION LIFE INSURANCE COMPANY | $1K | $0 | $1K | 11.88% |
| THE CASON GROUP INC3 Filed as: THE CASON GROUP | 1612 MARION STREET COLUMBIA, SC 29201 | COMPANION LIFE INSURANCE COMPANY | $573 | $0 | $573 | 5.93% |
| JOHNSON BENEFIT GROUP, INC.3 Filed as: JOHNSON BENEFIT GROUP LLC | PO BOX 517 BOGART, GA 30622 | COMPANION LIFE INSURANCE COMPANY | $840 | $0 | $840 | 9.03% |
| THE CASON GROUP INC3 Filed as: THE CASON GROUP | 1612 MARION STREET COLUMBIA, SC 29201 | COMPANION LIFE INSURANCE COMPANY | $420 | $0 | $420 | 4.52% |
| JOHNSON BENEFIT GROUP, INC.3 Filed as: JOHNSON BENEFIT GROUP LLC | PO BOX 517 BOGART, GA 30622 | COMPANION LIFE INSURANCE COMPANY | $221 | $0 | $221 | 9.14% |
| THE CASON GROUP INC3 Filed as: THE CASON GROUP | 1612 MARION STREET COLUMBIA, SC 29201 | COMPANION LIFE INSURANCE COMPANY | $110 | $0 | $110 | 4.55% |
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 | 308 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 308 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN OF GEORGIA | 308 | $2.1M |
| Dental(6 contracts) | COMPANION LIFE INSURANCE COMPANY | 96 | $98K |
| Vision(6 contracts) | COMPANION LIFE INSURANCE COMPANY | 96 | $98K |
| Life insurance(6 contracts) | COMPANION LIFE INSURANCE COMPANY | 96 | $98K |
| Short-term disability(5 contracts) | COMPANION LIFE INSURANCE COMPANY | 96 | $95K |
| Long-term disability(6 contracts) | COMPANION LIFE INSURANCE COMPANY | 96 | $98K |
| Other(6 contracts) | COMPANION LIFE INSURANCE COMPANY | 96 | $98K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 308 | — |
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.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.