| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INS SRVC INC | PO BOX 632886 CINCINNATI, OH 452632886 | METROPOLITAN LIFE INSURANCE COMPANY | $164K | $38K | $202K | 2.29% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS AND INS SERVICES | PO BOX 632886 CINCINNATI, OH 45263 | STANDARD INSURANCE COMPANY | $132K | — | $132K | 2.41% |
| BENEFIT ADVISORS SRVCS GROUP3 | C/O SAMANTHA DAVIDSON 1120 SANCTUARY PKWY STE 375 ALPHARETTA, GA 30009 | STANDARD INSURANCE COMPANY | $11K | — | $11K | 0.21% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS AND INS SERVICES | PO BOX 632886 CINCINNATI, OH 45263 | STANDARD INSURANCE COMPANY | $67K | — | $67K | 2.94% |
| BENEFIT ADVISORS SRVCS GROUP3 | C/O SAMANTHA DAVIDSON 1120 SANCTUARY PKWY STE 375 ALPHARETTA, GA 30009 | STANDARD INSURANCE COMPANY | $5K | — | $5K | 0.22% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS AND INS SERVICES | PO BOX 632886 CINCINNATI, OH 45263 | STANDARD INSURANCE COMPANY | $51K | — | $51K | 2.50% |
| BENEFIT ADVISORS SRVCS GROUP3 | C/O SAMANTHA DAVIDSON 1120 SANCTUARY PKWY STE 375 ALPHARETTA, GA 30009 | STANDARD INSURANCE COMPANY | $4K | — | $4K | 0.22% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INSURANCE SVC INC. | P.O. BOX 632886 CINCINNATI, OH 452632886 | EYEMED VISION CARE | $61K | — | $61K | 3.60% |
| PETER J MACE3 | 5775 D GLENRIDGE DRIVE SUITE 350 ATLANTA, GA 30328 | AMERICAN HERITAGE LIFE | $262K | — | $262K | 17.79% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS AND INSURANCE SVC. | 700 WEST 47TH STREET SUITE 1100 KANSAS, MO 64112 | AMERICAN HERITAGE LIFE | $47K | — | $47K | 3.20% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS AND INSURANCE SVC. | 11440 TOMAHAWK CREEK PARKWAY LEAWOOD, KS 66211 | AMERICAN HERITAGE LIFE | $27K | — | $27K | 1.81% |
| HODGES-MACE BENEFITS GRP INC3 | 5775-D GLENRIDGE DR NE STE 350 ATLANTA, GA 30328 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $47K | $6K | $53K | 8.52% |
| FREDERICK R SCHREMP3 | 3625 CUMBERLAND BLVD SE STE 800 ATLANTA, GA 30339 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $47K | — | $47K | 7.52% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INSURANCE SERV | 700 W 47TH ST STE 1100 KANSAS CITY, MO 64112 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $6K | $6K | 1.00% |
| PETER J MACE3 | 5775 D GLENRIDGE DRIVE SUITE 350 ATLANTA, GA 30328 | AMERICAN HERITAGE LIFE | $182K | — | $182K | 31.62% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS AND INSURANCE SVC. | 700 WEST 47TH STREET SUITE 1100 KANSAS, MO 64112 | AMERICAN HERITAGE LIFE | $38K | — | $38K | 6.61% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS AND INSURANCE SVC. | 11440 TOMAHAWK CREEK PARKWAY LEAWOOD, KS 66211 | AMERICAN HERITAGE LIFE | $9K | — | $9K | 1.60% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS AND INSURANCE SVC. | 125 TOWNPARK DRIVE, SUITE 260 KENNESAW, GA 30144 | ZURICH AMERICAN INSURANCE COMPANY | $18K | — | $18K | 3.30% |
| WORLD INSURANCE ASSOCIATES LLC3 Filed as: INSURANCETOGO WRLDWD INSRNCE AGNCY | 601 RIVERSIDE AVENUE JACKSONVILLE, FL 32204 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $24K | — | $24K | 9.22% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ INSURANCE SERVICES | PO BOX 632886 CINCINNATI, OH 452632886 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $510 | — | $510 | 0.19% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INSURANCE SVC, INC. | 3625 CUMBERLAND BOULEVARD SE SUITE 800 ATLANTA, GA 30339 | HCC LIFE INSURANCE COMPANY | $14K | — | $14K | 5.33% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BNFTS & INSURANCE SRVCS, INC. | P.O. BOX 632886 CINCINNATI, OH 452632886 | HYATT LEGAL PLANS | $25K | $1K | $27K | 10.42% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CIBZ BENEFITS AND INSURANCE SVC | 125 TOWNPARK DRIVE, SUITE 260 KENNESAW, GA 30144 | ZURICH AMERICAN INSURANCE COMPANY | $2K | — | $2K | 5.00% |
| PETER J MACE3 | 5775 D GLENRIDGE DR STE 350 ATLANTA, GA 30328 | FIRST UNUM LIFE INSURANCE COMPANY | $6K | — | $6K | 19.47% |
| FREDERICK R SCHREMP3 | STE 800 3625 CUMBERLAND BLVD SE ATLANTA, GA 30339 | FIRST UNUM LIFE INSURANCE COMPANY | $2K | — | $2K | 5.01% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INSURANCE SVC INC | 700 W 47TH ST STE 1100 KANSAS, MO 64112 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $4K | — | $4K | 12.81% |
| PETER J MACE3 | 5775 D GLENDRIDGE DR STE 350 ATLANTA, GA 30328 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $6K | — | $6K | 28.79% |
| HODGES-MACE BENEFITS GRP INC3 | 5775-D GLENRIDGE DR NE STE 350 ATLANTA, GA 30328 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $5K | $456 | $6K | 28.59% |
| MULTIPLE BENEFIT SERVICES INC3 | 3625 CUMBERLAND BLVD SE STE 800 ATLANTA, GA 30339 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $863 | $2K | 9.62% |
| FREDERICK R SCHREMP3 | STE 800 3625 CUMBERLAND BLVD SE ATLANTA, GA 30339 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $2K | — | $2K | 9.04% |
| GREGORY JAMES HODGES3 | 5775 D GLENDRIDGE DR STE 350 ATLANTA, GA 30328 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $503 | — | $503 | 2.48% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INSURANCE SVC INC | 700 W 47TH ST STE 1100 KANSAS, MO 64112 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $81 | $81 | 0.40% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INSURANCE SVC INC. | P.O. BOX 632886 CINCINNATI, OH 452632886 | EYEMED VISION CARE | $497 | — | $497 | 3.69% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INS SERVICES | PO BOX 632886 CINCINNATI, OH 45263 | THE STANDARD LIFE INSURANCE COMPANY OF NEW YORK | $251 | — | $251 | 3.49% |
| BENEFIT ADVISORS SRVCS GROUP3 | C/O SAMANTHA DAVIDSON 1120 SANCTUARY PKWY STE 375 ALPHARETTA, GA 30009 | THE STANDARD LIFE INSURANCE COMPANY OF NEW YORK | $14 | — | $14 | 0.19% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INSURANCE SVC INC | 700 W 47TH ST STE 1100 KANSAS, MO 64112 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $279 | $36 | $315 | 6.54% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INSURANCE SVC INC | 700 W 47TH ST STE 1100 KANSAS, MO 64112 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $63 | — | $63 | 4.83% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INSURANCE SVC INC | 700 W 47TH ST STE 1100 KANSAS, MO 64112 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $20 | $6 | $26 | 9.45% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS AND INSURANCE SVC. | 160 W SANTA CLARA STREET SUITE 450 SAN JOSE, CA 951131762 | KAISER FOUNDATION HEALTH PLAN INC. | $5K | — | $5K | — |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS AND INSURANCE SVC. | 160 W SANTA CLARA STREET SUITE 450 SAN JOSE, CA 951131762 | KAISER FOUNDATION HEALTH PLAN INC | $6K | — | $6K | — |
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 | 14,889 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 231 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 121 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 15,241 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(9 contracts, 7 carriers) | BCBS | 20,754 | $64.6M |
| Dental(3 contracts, 3 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 26,130 | $9.1M |
| Vision(2 contracts) | EYEMED VISION CARE | 20,505 | $1.7M |
| Life insurance(3 contracts, 3 carriers) | STANDARD INSURANCE COMPANY | 14,524 | $5.5M |
| Short-term disability(5 contracts, 2 carriers) | STANDARD INSURANCE COMPANY | 9,227 | $2.1M |
| Long-term disability(5 contracts, 2 carriers) | STANDARD INSURANCE COMPANY | 9,750 | $2.3M |
| Other(8 contracts, 7 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 7,258 | $1.8M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 26,130 | — |
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."
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.