| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS NORTHEAST LLC | 445 HAMILTON AVE 10TH FL WHITE PLAINS, NY 10601 | ANTHEM INSURANCE COMPANIES, INC. | $32K | — | $32K | 9.29% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS NL LLC | 435 WHITTINGTON PKWY SUITE 300 LOUISVILLE, KY 40222 | ANTHEM INSURANCE COMPANIES, INC. | — | $4K | $4K | 1.02% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS NORTHEAST LLC | 445 HANILTON AVENUE 10TH FLOOR WHITE PLAINS, NY 10601 | GREATER GEORGIA LIFE | $17K | — | $17K | 14.01% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS NORTHEAST LLC | 445 HAMILTON AVENUE 10TH FLOOR WHITE PLAINS, NY 10601 | STANDARD INSURANCE COMPANY | $11K | — | $11K | 11.25% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS NL LLC | 435 WHITTINGTON PKWY SUITE 300 LOUISVILLE, KY 40222 | STANDARD INSURANCE COMPANY | — | $6K | $6K | 6.36% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS NORTHEAST LLC | 445 HAMILTON AVE FL 10 WHITE PLAINS, NY 10601 | VISION SERVICE PLAN | $2K | — | $2K | 3.67% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BCBS HEALTHCARE PLAN OF GA INC. EIN 58-1638390 TPA FEES | Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing; Contract Administrator; Float revenue Service code 12 | — | $335K |
| VISION SERVICE PLAN EIN 06-1227840 VISION ADMIN FEES | Contract Administrator; Claims processing Service code 12 | — | $19K |
| ASSUREDPARTNERS NORTHEAST LLC EIN 45-3443572 BROKER FEE | Other commissions; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $0 |
| INGENIORX, INC. EIN 82-3062245 RX ADMIN FEES | Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Float revenue; Claims processing Service code 12 | — | $0 |
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 | 1,061 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 5 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 49 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,115 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | BLUECROSS BLUESHIELD OF ALABAMA | 609 | $4.1M |
| Dental(2 contracts, 2 carriers) | BLUECROSS BLUESHIELD OF ALABAMA | 609 | $4.1M |
| Vision(2 contracts, 2 carriers) | ANTHEM INSURANCE COMPANIES, INC. | 609 | $398K |
| Life insurance(2 contracts, 2 carriers) | GREATER GEORGIA LIFE | 1,094 | $217K |
| Short-term disability(2 contracts, 2 carriers) | GREATER GEORGIA LIFE | 1,094 | $217K |
| Long-term disability(2 contracts, 2 carriers) | GREATER GEORGIA LIFE | 1,094 | $217K |
| Prescription drug | BLUECROSS BLUESHIELD OF ALABAMA | 545 | $3.8M |
| Other(3 contracts, 3 carriers) | BLUECROSS BLUESHIELD OF ALABAMA | 1,094 | $4.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,094 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.