| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ENROLLEASE3 Filed as: NORTHWESTERN BENEFIT ONEDIGITAL | 3333 RIVERWOOD PARKWAY SUITE 400 ATLANTA, GA 30339 | AETNA LIFE INSURANCE COMPANY | $7K | $0 | $7K | 5.55% |
| ENROLLEASE5 Filed as: NORTHWESTERN BENEFIT ONEDIGITAL | 3333 RIVERWOOD PARKWAY SUITE 400 ATLANTA, GA 30339 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $9K | $11K | $20K | 26.81% |
| ENROLLEASE3 Filed as: NORTHWESTERN BENEFOT ONEDIGITAL | 3333 RIVERWOOD PARKWAY SUITE 400 ATLANTA, GA 30339 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $7K | $6K | $13K | 26.05% |
| WEB BENEFITS DESIGN CORPORATION5 | 4725 W SAND LAKE RD SUITE 300 ORLANDO, FL 32819 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $2K | $2K | 4.42% |
| ENROLLEASE3 Filed as: NORTHWESTERN BENEFIT ONEDIGITAL | 3333 RIVERWOOD PARKWAY SUITE 400 ATLANTA, GA 30339 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $5K | $6K | $11K | 33.30% |
| ENROLLEASE3 Filed as: NORTHWESTERN BENEFIT ONEDIGITAL | 3333 RIVERWOOD PARKWAY SUITE 400 ATLANTA, GA 30339 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $2K | $6K | 24.74% |
| WEB BENEFITS DESIGN CORPORATION5 | 4725 W SAND LAKE RD SUITE 300 ORLANDO, FL 32819 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $2K | $2K | 9.79% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INSURANCE SERVICES | CONCOURSE CORPORATE CTR 5 18TH FL ATLANTA, GA 30328 | PROVIDENT LIFE AND ACCIDENT INSURANCE | $614 | $0 | $614 | 8.14% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | 200 GALLERIA PARKWAY SUITE 1950 ATLANTA, GA 30339 | PROVIDENT LIFE AND ACCIDENT INSURANCE | $102 | $0 | $102 | 1.35% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC. | 200 GALLERIA PKWY STE 1950 ATLANTA, GA 30339 | PROVIDENT LIFE AND ACCIDENT INSURANCE | $2K | $0 | $2K | 36.46% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INSURANCE SERVICES | CONCOURSE CORPORATE CTR 5 18TH FL ATLANTA, GA 30328 | PROVIDENT LIFE AND ACCIDENT INSURANCE | $83 | $0 | $83 | 1.41% |
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 | 139 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 10 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 149 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 6 | $108K |
| Dental(2 contracts) | AETNA LIFE INSURANCE COMPANY | 243 | $185K |
| Vision(2 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 207 | $79K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 139 | $74K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 139 | $50K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 139 | $33K |
| Other(4 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 139 | $110K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 243 | — |
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.