| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| PETER J MACE3 Filed as: PETER MACE | 5775 D GLENRIDGE DR., STE 350 ATLANTA, GA 30328 | UNUM LIFE INSURANCE CO OF AMERICA | $255K | — | $255K | 19.53% |
| HODGES-MACE BENEFITS GRP INC3 Filed as: HODGES-MACE BENEFITS GRP | 5775D GLENRIDGE DR NE, STE 350 ATLANTA, GA 30328 | UNUM LIFE INSURANCE CO OF AMERICA | — | $33K | $33K | 2.53% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH AND BENEFITS PHOENIX | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | UNUM LIFE INSURANCE CO OF AMERICA | $4K | $5 | $4K | 0.29% |
| PETER J MACE3 | 5775 D GLENRIDGE DR STE 350 ATLANTA, GA 30328 | PROVIDENT LIFE AND ACCIDENT INSURANCE CO | $88K | — | $88K | 14.76% |
| 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 CO | $26K | $12K | $38K | 6.42% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS-PHOENIX | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | PROVIDENT LIFE AND ACCIDENT INSURANCE CO | $3K | $3 | $3K | 0.55% |
| EMPLOYEE BENEFIT STRATEGIES GROUP3 | 2901 N DALLAS PARKWAY, STE 420 PLANO, TX 75093 | FIDELITY SECURITY LIFE INS CO | $41K | — | $41K | 10.00% |
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 | 23,873 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 34 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 23,907 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | KAISER FOUNDATION HEALTH PLAN INC | 2,007 | $7.3M |
| Vision | FIDELITY SECURITY LIFE INS CO | 10,884 | $415K |
| Life insurance | LIBERTY LIFE ASSURANCE CO OF BOSTON | 11,540 | $1.4M |
| Short-term disability | LIBERTY LIFE ASSURANCE CO OF BOSTON | 11,540 | $1.2M |
| Long-term disability | LIBERTY LIFE ASSURANCE CO OF BOSTON | 2,191 | $534K |
| Other(4 contracts, 4 carriers) | LIBERTY LIFE ASSURANCE CO OF BOSTON | 23,874 | $3.5M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 23,874 | — |
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."
No prospect flags tripped on this filing.