| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INS GA | 900 NORTH POINT PARKWAY SUITE 300 ALPHARETTA, GA 30005 | UNITEDHEALTHCARE INSURANCE COMPANY | $8K | $27K | $36K | 3.71% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INS OF GEORGIA INC | 900 NORTH POINT PARKWAY SUITE 300 ALPHARETTA, GA 30005 | UNITEDHEALTHCARE INSURANCE COMPANY | $3K | $17K | $20K | 2.03% |
| BRIAN D ELY3 | 2015 CHELTON WAY SOUTHEAST SMYRNA, GA 30080 | TRANSAMERICA LIFE INSURANCE COMPANY | $9K | — | $9K | 10.65% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INSURANCE SERVICES, I | 300 NORTH BEACH STREET DAYTONA BEACH, FL 32114 | TRANSAMERICA LIFE INSURANCE COMPANY | $3K | — | $3K | 3.58% |
| BRIAN D ELY3 | 2015 CHELTON WAY SOUTHEAST SMYRNA, GA 30080 | TRANSAMERICA LIFE INSURANCE COMPANY | $3K | — | $3K | 3.18% |
| VOLUNTARY BENEFITS AT WORK3 Filed as: VOLUNTARY BENEFITSAT WORK | 1090 HERSHEY DRIVE SOUTHEAST MARIETTA, GA 30062 | TRANSAMERICA LIFE INSURANCE COMPANY | $3K | — | $3K | 3.17% |
| BRIAN D ELY3 | 2015 CHELTON WAY SOUTHEAST SMYRNA, GA 30080 | TRANSAMERICA LIFE INSURANCE COMPANY | $2K | — | $2K | 2.33% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INSURANCE SERVICES, I | 300 NORTH BEACH STREET DAYTONA BEACH, FL 32114 | TRANSAMERICA LIFE INSURANCE COMPANY | $2K | — | $2K | 2.06% |
| VOLUNTARY BENEFITS AT WORK3 Filed as: VOLUNTARY BENEFITSAT WORK | 1090 HERSHEY DRIVE SOUTHEAST MARIETTA, GA 30062 | TRANSAMERICA LIFE INSURANCE COMPANY | $2K | — | $2K | 1.89% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INSURANCE SERVICES, I | 300 NORTH BEACH STREET DAYTONA BEACH, FL 32114 | TRANSAMERICA LIFE INSURANCE COMPANY | $2K | — | $2K | 1.77% |
| VOLUNTARY BENEFITS AT WORK3 Filed as: VOLUNTARY BENEFITSAT WORK | 1090 HERSHEY DRIVE SOUTHEAST MARIETTA, GA 30062 | TRANSAMERICA LIFE INSURANCE COMPANY | $890 | — | $890 | 1.03% |
| SAME POWER, LLC3 | 157 CAMDEN WAY SUITE # 11 DALTON, GA 30721 | TRANSAMERICA LIFE INSURANCE COMPANY | $78 | — | $78 | 0.09% |
| SAME POWER, LLC3 | 157 CAMDEN WAY SUITE # 11 DALTON, GA 30721 | TRANSAMERICA LIFE INSURANCE COMPANY | $50 | — | $50 | 0.06% |
| SAME POWER, LLC3 | 157 CAMDEN WAY SUITE # 11 DALTON, GA 30721 | TRANSAMERICA LIFE INSURANCE COMPANY | $27 | — | $27 | 0.03% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INS GA | 900 NORTH POINT PARKWAY SUITE 300 ALPHARETTA, GA 30005 | UNITEDHEALTHCARE INSURANCE COMPANY | $6K | — | $6K | 9.12% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INS OF GEORGIA INC | 900 NORTH POINT PARKWAY SUITE 300 ALPHARETTA, GA 30005 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 2.88% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INSURANCE OF GEORGIA | 900 NORTH POINT PARKWAY SUITE 300 ALPHARETTA, GA 30005 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $6K | — | $6K | 16.14% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INSURANCE SVCS INC | 900 NORTH POINT PARKWAY SUITE 300 ALPHARETTA, GA 30005 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | — | $1K | 3.86% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INSURANCE OF GA INC | 900 NORTH POINT PARKWAY SUITE 300 ALPHARETTA, GA 30005 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $789 | $789 | 2.31% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INSURANCE OF GEORGIA | 900 NORTH POINT PARKWAY SUITE 300 ALPHARETTA, GA 30005 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $5K | — | $5K | 16.19% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INSURANCE SVCS INC | 900 NORTH POINT PARKWAY SUITE 300 ALPHARETTA, GA 30005 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | — | $1K | 3.81% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INSURANCE OF GA INC | 900 NORTH POINT PARKWAY SUITE 300 ALPHARETTA, GA 30005 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $789 | $789 | 2.35% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INSURANCE OF GA INC | 900 NORTH POINT PARKWAY SUITE 300 ALPHARETTA, GA 30005 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $6K | $1K | $7K | 23.50% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INSURANCE OF GEORGIA | 900 NORTH POINT PARKWAY SUITE 300 ALPHARETTA, GA 30005 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | — | $3K | 16.38% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INSURANCE SVCS INC | 900 NORTH POINT PARKWAY SUITE 300 ALPHARETTA, GA 30005 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $690 | — | $690 | 3.62% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INSURANCE OF GA INC | 900 NORTH POINT PARKWAY SUITE 300 ALPHARETTA, GA 30005 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $462 | $462 | 2.42% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INS OF GA INC | 900 NORTH POINT PARKWAY SUITE 300 ALPHARETTA, GA 30005 | HUMANA INSURANCE COMPANY | $3K | — | $3K | 14.98% |
| THE CASON GROUP INC3 | 1612 MARION STREET COLUMBIA, SC 29201 | HUMANA INSURANCE COMPANY | $689 | — | $689 | 3.99% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INSURANCE OF GA INC | 900 NORTH POINT PARKWAY SUITE 300 ALPHARETTA, GA 30005 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $577 | $4K | 23.42% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INSURANCE OF GEORGIA | 900 NORTH POINT PARKWAY SUITE 300 ALPHARETTA, GA 30005 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | — | $2K | 11.96% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INSURANCE SVCS INC | 900 NORTH POINT PARKWAY SUITE 300 ALPHARETTA, GA 30005 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $494 | — | $494 | 3.04% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INSURANCE OF GA INC | 900 NORTH POINT PARKWAY SUITE 300 ALPHARETTA, GA 30005 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $310 | $310 | 1.91% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INSURANCE OF GEORGIA | 900 NORTH POINT PARKWAY SUITE 300 ALPHARETTA, GA 30005 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | — | $2K | 11.97% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INSURANCE SVCS INC | 900 NORTH POINT PARKWAY SUITE 300 ALPHARETTA, GA 30005 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $487 | — | $487 | 3.03% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INSURANCE OF GA INC | 900 NORTH POINT PARKWAY SUITE 300 ALPHARETTA, GA 30005 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $310 | $310 | 1.93% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INS GA | 900 NORTH POINT PARKWAY SUITE 300 ALPHARETTA, GA 30005 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 11.40% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN AND BROWN INS OF GEORGIA INC | 900 NORTH POINT PARKWAY SUITE 300 ALPHARETTA, GA 30005 | UNITEDHEALTHCARE INSURANCE COMPANY | $494 | — | $494 | 3.60% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF INSURANCE GA | 900 NORTH POINT PARKWAY SUITE 300 ALPHARETTA, GA 30005 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $301 | $2K | 17.48% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INS AGY OF VA INC | 11220 ASSETT LOOP SUITE 104 MANASSAS, VA 20109 | BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC. | — | $500 | $500 | — |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INSURANCE OF GEORGIA | 900 NORTH POINT PARKWAY ALPHARETTA, GA 30005 | BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC. | $491 | — | $491 | — |
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 | 227 | 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) | 227 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTHCARE INSURANCE COMPANY | 227 | $964K |
| Dental(2 contracts, 2 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 120 | $60K |
| Vision(2 contracts, 2 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 92 | $14K |
| Life insurance(2 contracts, 2 carriers) | TRANSAMERICA LIFE INSURANCE COMPANY | 166 | $103K |
| Short-term disability(3 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 99 | $97K |
| Long-term disability(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 41 | $36K |
| Other(5 contracts, 3 carriers) | TRANSAMERICA LIFE INSURANCE COMPANY | 166 | $148K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 227 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.