| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CBIZ BENEFITS & INSURANCE SERVICES3 | PO BOX 632886 CINCINNATI, OH 452632886 | METROPOLITAN LIFE INSURANCE COMPANY | $131K | $3K | $134K | 0.96% |
| BENEFIT ADVISORS SERVICES GROUP LLC3 | 1120 SANCTUARY PARKWAY, STE 375 ALPHARETTA, GA 30009 | METROPOLITAN LIFE INSURANCE COMPANY | $35K | $19K | $54K | 0.38% |
| CBIZ BENEFITS & INSURANCE SERVICES3 | PO BOX 632886 CINCINNATI, OH 45263 | STANDARD INSURANCE COMPANY | $167K | — | $167K | 2.00% |
| BENEFIT ADVISORS SRVCS GROUP3 | C/O SAMANTHA DAVIDSON 1120 SANCTUARY PKWY STE 375 ALPHARETTA, GA 30009 | STANDARD INSURANCE COMPANY | $10K | — | $10K | 0.12% |
| CBIZ BENEFITS & INSURANCE SERVICES3 | PO BOX 632886 CINCINNATI, OH 45263 | STANDARD INSURANCE COMPANY | $85K | — | $85K | 2.30% |
| BENEFIT ADVISORS SRVCS GROUP3 | C/O SAMANTHA DAVIDSON 1120 SANCTUARY PKWY STE 375 ALPHARETTA, GA 30009 | STANDARD INSURANCE COMPANY | $6K | — | $6K | 0.16% |
| CBIZ BENEFITS & INSURANCE SERVICES3 | PO BOX 632886 CINCINNATI, OH 45263 | STANDARD INSURANCE COMPANY | $64K | — | $64K | 2.05% |
| BENEFIT ADVISORS SRVCS GROUP3 | C/O SAMANTHA DAVIDSON 1120 SANCTUARY PKWY STE 375 ALPHARETTA, GA 30009 | STANDARD INSURANCE COMPANY | $5K | — | $5K | 0.16% |
| HODGES-MACE BENEFITS GRP INC3 Filed as: HODGES-MACE BENEFITS GROUP INC | 5775 D. GLENRIDGE DR., STE. 350 ATLANTA, GA 30328 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $138K | $33K | $171K | 9.97% |
| PETER J MACE3 | 5775 D. GLENRIDGE DR., STE. 350 ATLANTA, GA 30328 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $114K | — | $114K | 6.67% |
| CBIZ BENEFITS & INSURANCE SERVICES3 | P.O. BOX 632886 CINCINNATI, OH 45263 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $69K | $4K | $73K | 4.24% |
| GREGORY JAMES HODGES3 | 5775 D. GLENRIDGE DR., STE. 350 ATLANTA, GA 30328 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $6K | — | $6K | 0.38% |
| CBIZ BENEFITS & INSURANCE SERVICES3 | P.O. BOX 632886 CINCINNATI, OH 452632886 | EYEMED VISION CARE | $68K | — | $68K | 4.63% |
| PETER J MACE3 | 5775 D GLENRIDGE DRIVE SUITE 350 ATLANTA, GA 30328 | AMERICAN HERITAGE LIFE | $317K | — | $317K | 23.28% |
| CBIZ BENEFITS & INSURANCE SERVICES3 | P.O. BOX 632886 CINCINNATI, OH 45263 | AMERICAN HERITAGE LIFE | $97K | — | $97K | 7.08% |
| 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 | 0.54% |
| 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 | 0.55% |
| CBIZ BENEFITS & INSURANCE SERVICES3 | 3625 CUMBERLAND BLVD., STE 800 ATLANTA, GA 30339 | ZURICH AMERICAN INSURANCE COMPANY | $22K | — | $22K | 3.30% |
| HODGES-MACE BENEFITS GRP INC3 | 5775-D GLENRIDGE DR NE STE 350 ATLANTA, GA 30328 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $46K | $493 | $47K | 8.10% |
| FREDERICK R SCHREMP3 | 3625 CUMBERLAND BLVD SE STE 800 ATLANTA, GA 30339 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $46K | — | $46K | 8.02% |
| CBIZ BENEFITS & INSURANCE SERVICES3 | 700 W 47TH ST STE 1100 KANSAS CITY, MO 64112 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $493 | $493 | 0.09% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS ADMIN | P.O. BOX 310502 DES MOINES, IA 50331 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $222 | — | $222 | 0.04% |
| PETER J MACE3 | 5775 D GLENRIDGE DRIVE SUITE 350 ATLANTA, GA 30328 | AMERICAN HERITAGE LIFE | $166K | — | $166K | 33.30% |
| CBIZ BENEFITS & INSURANCE SERVICES3 | P.O. BOX 632886 CINCINNATI, OH 45263 | AMERICAN HERITAGE LIFE | $51K | — | $51K | 10.18% |
| CBIZ BENEFITS & INSURANCE SERVICES3 | P.O. BOX 632886 CINCINNATI, OH 452632886 | EYEMED VISION CARE | $629 | — | $629 | 0.14% |
| CBIZ BENEFITS & INSURANCE SERVICES3 | P.O. BOX 632886 CINCINNATI, OH 452632886 | HYATT LEGAL PLANS | $32K | $238 | $32K | 10.07% |
| CBIZ BENEFITS & INSURANCE SERVICES3 | PO BOX 632886 CINCINNATI, OH 452632886 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $7K | — | $7K | 2.32% |
| CBIZ BENEFITS & INSURANCE SERVICES3 | 700 W 47TH ST STE 1100 KANSAS, MO 64112 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $4K | $924 | $5K | 16.80% |
| CBIZ BENEFITS & INSURANCE SERVICES3 | PO BOX 632886 CINCINNATI, OH 45263 | THE STANDARD LIFE INSURANCE COMPANY OF NEW YORK | $440 | — | $440 | 2.19% |
| BENEFIT ADVISORS SRVCS GROUP3 | C/O SAMANTHA DAVIDSON 1120 SANCTUARY PKWY STE 375 ALPHARETTA, GA 30009 | THE STANDARD LIFE INSURANCE COMPANY OF NEW YORK | $38 | — | $38 | 0.19% |
| PETER J MACE3 | 5775 D GLENDRIDGE DR STE 350 ATLANTA, GA 30328 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $1K | — | $1K | 5.52% |
| HODGES-MACE BENEFITS GRP INC3 | 5775-D GLENRIDGE DR NE STE 350 ATLANTA, GA 30328 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $288 | $159 | $447 | 2.43% |
| FREDERICK R SCHREMP3 | 3625 CUMBERLAND BLVD SE STE 800 ATLANTA, GA 30339 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $266 | — | $266 | 1.44% |
| CBIZ BENEFITS & INSURANCE SERVICES3 | 700 W 47TH ST STE 1100 KANSAS, MO 64112 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $27 | $27 | $54 | 0.29% |
| MULTIPLE BENEFIT SERVICES INC3 | 3625 CUMBERLAND BLVD SE STE 800 ATLANTA, GA 30339 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $46 | — | $46 | 0.25% |
| GREGORY JAMES HODGES3 | 5775 D GLENDRIDGE DR STE 350 ATLANTA, GA 30328 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $22 | — | $22 | 0.12% |
| PETER J MACE3 | 5775 D GLENRIDGE DR STE 350 ATLANTA, GA 30328 | FIRST UNUM LIFE INSURANCE COMPANY | $2K | — | $2K | 12.07% |
| FREDERICK R SCHREMP3 | STE 800 3625 CUMBERLAND BLVD SE ATLANTA, GA 30339 | FIRST UNUM LIFE INSURANCE COMPANY | $431 | — | $431 | 2.35% |
| CBIZ BENEFITS & INSURANCE SERVICES3 | 700 W. 47TH ST., STE. 1100 KANSAS CITY, MO 64112 | FIRST UNUM LIFE INSURANCE COMPANY | $189 | — | $189 | 1.03% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CIBZ BENEFITS & INSURANCE SERVICES | 3625 CUMBERLAND BLVD., SE STE 1100 ATLANTA, GA 30339 | ZURICH AMERICAN INSURANCE COMPANY | $899 | — | $899 | 5.00% |
| PETER J MACE3 | 5775 D. GLENRIDGE DR., STE. 350 ATLANTA, GA 30328 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $239 | — | $239 | 2.00% |
| CBIZ BENEFITS & INSURANCE SERVICES3 | 700 W. 47TH ST., STE. 1100 KANSAS CITY, MO 64112 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $60 | — | $60 | 0.50% |
| CBIZ BENEFITS & INSURANCE SERVICES3 | 700 W 47TH ST STE 1100 KANSAS, MO 64112 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $179 | $91 | $270 | 6.86% |
| CBIZ BENEFITS & INSURANCE SERVICES3 | 700 W 47TH ST STE 1100 KANSAS, MO 64112 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $63 | $25 | $88 | 6.74% |
| CBIZ BENEFITS & INSURANCE SERVICES3 | 700 W. 47TH ST., STE. 1100 KANSAS CITY, MO 64112 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $22 | $9 | $31 | 6.64% |
| CBIZ BENEFITS & INSURANCE SERVICES3 | 700 W 47TH ST STE 1100 KANSAS, MO 64112 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $12 | $5 | $17 | 6.18% |
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 | 20,073 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 259 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 129 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 20,461 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(7 contracts, 4 carriers) | AMERICAN HERITAGE LIFE | 3,588 | $4.7M |
| Dental(3 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 37,241 | $14.4M |
| Vision(2 contracts) | EYEMED VISION CARE | 30,162 | $1.9M |
| Life insurance(5 contracts, 4 carriers) | STANDARD INSURANCE COMPANY | 20,266 | $10.1M |
| Short-term disability(6 contracts, 3 carriers) | STANDARD INSURANCE COMPANY | 16,460 | $3.1M |
| Long-term disability(6 contracts, 3 carriers) | STANDARD INSURANCE COMPANY | 14,797 | $3.7M |
| Other(10 contracts, 8 carriers) | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | 8,665 | $3.6M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 37,241 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.