| 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 | $96K | $0 | $96K | 5.01% |
| JOHNSON BENEFIT GROUP, INC.3 Filed as: JOHNSON BENEFIT GROUP LLC | PO BOX 517 BOGART, GA 30622 | COMPANION LIFE INSURANCE COMPANY | $14K | $0 | $14K | 11.92% |
| THE CASON GROUP INC3 Filed as: THE CASON GROUP | 1612 MARION STREET COLUMBIA, SC 29201 | COMPANION LIFE INSURANCE COMPANY | $7K | $0 | $7K | 5.96% |
| JOHNSON BENEFIT GROUP, INC.3 Filed as: JOHNSON BENEFIT GROUP LLC | PO BOX 517 BOGART, GA 30622 | COMPANION LIFE INSURANCE COMPANY | $11K | $0 | $11K | 12.28% |
| THE CASON GROUP INC3 Filed as: THE CASON GROUP | 1612 MARION STREET COLUMBIA, SC 29201 | COMPANION LIFE INSURANCE COMPANY | $6K | $0 | $6K | 6.14% |
| JOHNSON BENEFIT GROUP, INC.3 Filed as: JOHNSON BENEFIT GROUP LLC | PO BOX 517 BOGART, GA 30622 | COMPANION LIFE INSURANCE COMPANY | $4K | $0 | $4K | 12.10% |
| THE CASON GROUP INC3 Filed as: THE CASON GROUP | 1612 MARION STREET COLUMBIA, SC 29201 | COMPANION LIFE INSURANCE COMPANY | $2K | $0 | $2K | 6.05% |
| JOHNSON BENEFIT GROUP, INC.3 Filed as: JOHNSON BENEFIT GROUP LLC | PO BOX 517 BOGART, GA 30622 | COMPANION LIFE INSURANCE COMPANY | $781 | $0 | $781 | 8.44% |
| THE CASON GROUP INC3 Filed as: THE CASON GROUP | 1612 MARION STREET COLUMBIA, SC 29201 | COMPANION LIFE INSURANCE COMPANY | $391 | $0 | $391 | 4.23% |
| JOHNSON BENEFIT GROUP, INC.3 Filed as: JOHNSON BENEFIT GROUP LLC | PO BOX 517 BOGART, GA 30622 | COMPANION LIFE INSURANCE COMPANY | $998 | $0 | $998 | 10.83% |
| THE CASON GROUP INC3 Filed as: THE CASON GROUP | 1612 MARION STREET COLUMBIA, SC 29201 | COMPANION LIFE INSURANCE COMPANY | $499 | $0 | $499 | 5.42% |
| JOHNSON BENEFIT GROUP, INC.3 Filed as: JOHNSON BENEFIT GROUP LLC | PO BOX 517 BOGART, GA 30622 | COMPANION LIFE INSURANCE COMPANY | $152 | $0 | $152 | 6.86% |
| THE CASON GROUP INC3 Filed as: THE CASON GROUP | 1612 MARION STREET COLUMBIA, SC 29201 | COMPANION LIFE INSURANCE COMPANY | $76 | $0 | $76 | 3.43% |
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 | 488 | 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) | 488 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN OF GEORGIA | 488 | $1.9M |
| Dental(6 contracts) | COMPANION LIFE INSURANCE COMPANY | 108 | $263K |
| Vision(6 contracts) | COMPANION LIFE INSURANCE COMPANY | 108 | $263K |
| Life insurance(6 contracts) | COMPANION LIFE INSURANCE COMPANY | 108 | $263K |
| Short-term disability(5 contracts) | COMPANION LIFE INSURANCE COMPANY | 108 | $261K |
| Long-term disability(6 contracts) | COMPANION LIFE INSURANCE COMPANY | 108 | $263K |
| Other(6 contracts) | COMPANION LIFE INSURANCE COMPANY | 108 | $263K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 488 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.