| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ASCENSION INSURANCE INC3 | 5825 MEDLOCK BRIDGE PARKWAY JOHNS CREEK, GA 30022 | DELTA DENTAL | $67K | — | $67K | 3.77% |
| RELATION INSURANCE INC3 | 5825 MEDLOCK BRIDGE PARKWAY JOHNS CREEK, GA 30022 | DELTA DENTAL | $22K | — | $22K | 1.23% |
| ASCENSION INSURANCE INC3 Filed as: ASCENSION | 5825 MEDLOCK BRIDGE PARKWAY JOHNS CREEK, GA 30022 | STANDARD INSURANCE COMPANY | $27K | — | $27K | 1.95% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY | 11330 LAKEFIELD DR STE 100 JOHNS CREEK, GA 30097 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $107K | $15K | $122K | 11.40% |
| BENEFIT EXCHANGE3 | SIX CONCOURSE PARKWAY NE SUITE 2750 ATLANTA, GA 30328 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $83K | — | $83K | 10.00% |
| NFP INSURANCE SERVICES INC3 | 1250 CAPITAL OF TX HWY S BLDG II STE 600 AUSTIN, TX 78746 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $10K | $10K | 1.22% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY | 11330 LAKEFIELD DR STE 100 JOHNS CREEK, GA 30097 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $49K | $15K | $64K | 13.09% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | EYEMED VISION CARE | $21K | — | $21K | 5.24% |
| BENEFIT EXCHANGE3 | SIX CONCOURSE PARKWAY NE SUITE 2750 ATLANTA, GA 30328 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $11K | — | $11K | 5.24% |
| NFP INSURANCE SERVICES INC3 | 1250 CAPITAL OF TX HWY S BLDG II STE 600 AUSTIN, TX 78746 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $3K | $3K | 1.35% |
| ASCENSION INSURANCE INC3 | 5825 MEDLOCK BRIDGE PARKWAY JOHNS CREEK, GA 30022 | DELTA DENTAL INSURANCE COMPANY | $9K | — | $9K | 4.21% |
| RELATION INSURANCE INC3 | 5825 MEDLOCK BRIDGE PARKWAY JOHNS CREEK, GA 30022 | DELTA DENTAL INSURANCE COMPANY | $2K | — | $2K | 0.79% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6K | $40 | $6K | 5.48% |
| KID INSURANCE BENEFITS INC3 | 9085 BETHEL RD GAINESVILLE, GA 30506 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $323 | $2K | 2.21% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY LIE | PO BOX70 WEST POINT, GA 31833 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $841 | — | $841 | 0.76% |
| PLM SOLUTIONS INC3 | 3244 WINTERBERRY CIRCLE MARIETTA, GA 30062 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $468 | — | $468 | 0.42% |
| C ADAMS VOLK3 | 2295 OLD ORCHARD DRIVE MARIETTA, GA 30068 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $377 | $64 | $441 | 0.40% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: J SMITH LANIER & CO | PO BOX 70 WEST POINT, GA 31833 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $387 | — | $387 | 0.35% |
| GARY LYNN HALLAM3 | PO BOX 291721 COLUMBIA, SC 29229 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $311 | $46 | $357 | 0.32% |
| HAROLD J DOYLE3 | 892 RIDERS WAY EAST EVANS, GA 30809 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $337 | — | $337 | 0.31% |
| MARIA VERONICA JARQUE3 | 8366 VIA SONOMA UNIT E LA JOLLA, CA 92037 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $265 | $72 | $337 | 0.31% |
| ELIZABETH LOUISE FENDER3 | 335 S. EMERSON AVE INDIANAPOLIS, IN 46219 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $260 | $42 | $302 | 0.27% |
| PATRICIA A DUNCAN3 | 520 WHEATFIELD RD. FRANKLIN, NC 28734 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $207 | $34 | $241 | 0.22% |
| NORMAC SOLUTIONS INC3 | 3730 EVEREST DR MONTGOMERY, AL 36106 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $185 | $2 | $187 | 0.17% |
| CAROL BARNES3 | 2561 FALCON RIDGE DRIVE GRAYSON, GA 30017 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $112 | $17 | $129 | 0.12% |
| CD FRAZIER ASSOCIATES INC3 | 8631 STONEFACE ROAD CHARLOTTE, NC 28214 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $104 | $23 | $127 | 0.12% |
| TRAN B HUYEN-KEODARA3 | 115 BENDING OAK COURT LEXINGTON, SC 29073 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $112 | — | $112 | 0.10% |
| LAURIE J BURNS3 | 303 PLYLER ROAD INDIAN TRAIL, NC 28079 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $101 | — | $101 | 0.09% |
| THE CLARK GROUP OF SC3 | 589 WINDMERE DR LEXINGTON, SC 29072 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $42 | $57 | $99 | 0.09% |
| ADVANCED BENEFIT SYSTEM INC3 | 245 SEVEN FARMS DRIVE DANIEL ISLAND, SC 29492 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $27 | $23 | $50 | 0.05% |
| B V STONE INC3 | 1800 SUNSET HARBOUR POINTE LAWRENCEVILLE, GA 30043 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $46 | — | $46 | 0.04% |
| WENDY DAWN PACK3 | 16109 WATT WAY RAMONA, CA 92065 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $32 | $5 | $37 | 0.03% |
| JOE GORDON3 | 5417 WINTHROP AVE INDIANAPOLIS, IN 46220 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $17 | $20 | $37 | 0.03% |
| NORTH FLORIDA BROKER SOLUTIONS LLC3 | 1550 HARRINGTON PARK DRIVE JACKSONVILLE, FL 32225 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | $6 | $20 | 0.02% |
| ALYSON MARIE MCMAHON3 | 2127 GRASSY BASIN CT JACKSONVILLE, FL 32224 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $13 | $5 | $18 | 0.02% |
| JEFFREY D BRINDLE3 | 10811 LAKEVIEW DRIVE CARMEL, IN 46033 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $17 | $1 | $18 | 0.02% |
| CAROL PURDY FIELDS3 | 204 POTOMAC COURT WOODSTOCK, GA 30188 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $13 | — | $13 | 0.01% |
| DAVID MASON DOKELL3 | 127 GREAT POINT DR MOORESVILLE, SC 28117 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $13 | — | $13 | 0.01% |
| ASSUREDPARTNERS3 Filed as: JENNIFER ROSE SMITH | 4920 W SAN RAFAEL ST TAMPA, FL 33629 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.01% |
| BROCKSTAR LLC3 Filed as: BROCKSTAR LIE | 2561 FALCON RIDGE DRIVE GRAYSON, GA 30017 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.00% |
| KIMBERLY ANN SHARPE3 | 1 JAHUE CT IRMO, SC 29063 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| BURT INSURANCE GROUP LLC3 | 5000 THURMOND MALL COLUMBIA, SC 29201 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| ASCENSION INSURANCE INC3 | 5825 MEDLOCK BRIDGE PARKWAY JOHNS CREEK, GA 30022 | DELTA DENTAL INSURANCE COMPANY | $2K | — | $2K | 3.71% |
| RELATION INSURANCE INC3 | 5825 MEDLOCK BRIDGE PARKWAY JOHNS CREEK, GA 30022 | DELTA DENTAL INSURANCE COMPANY | $836 | — | $836 | 1.29% |
| RELATION INSURANCE INC3 | 5825 MEDLOCK BRIDGE PARKWAY JOHNS CREEK, GA 30022 | NATIONWIDE | $489 | — | $489 | 15.00% |
| RELATION INSURANCE INC3 | 5825 MEDLOCK BRIDGE PARKWAY JOHNS CREEK, GA 30022 | HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY | $150 | — | $150 | 15.03% |
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 | 3,972 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 3,972 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental(3 contracts, 2 carriers) | DELTA DENTAL | 5,795 | $2.1M |
| Vision(3 contracts) | EYEMED VISION CARE | 4,159 | $399K |
| Life insurance(3 contracts, 3 carriers) | STANDARD INSURANCE COMPANY | 7,560 | $1.7M |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 3,194 | $1.1M |
| Long-term disability(2 contracts, 2 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 3,188 | $1.3M |
| Other(4 contracts, 4 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 770 | $330K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 7,560 | — |
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.