| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 2520 NORTHWINDS PARKWAY, SUITE 600 ALPHARETTA, GA 30009 | STANDARD INSURANCE COMPANY | $63K | $11K | $75K | 16.00% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 2520 NORTHWINDS PARKWAY, SUITE 600 ALPHARETTA, GA 30009 | KAISER FOUNDATION HEALTH PLAN OF GEORGIA, INC. | $14K | $0 | $14K | 5.00% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 2520 NORTHWINDS PARKWAY, SUITE 600 ALPHARETTA, GA 30009 | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | $5K | $0 | $5K | 6.35% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | PO BOX 896620 CHARLOTTE, NC 28289 | METLIFE LEGAL PLANS | $3K | $266 | $3K | 9.85% |
| PRECEPT INSURANCE SOLUTIONS3 Filed as: PRECEPT | 3605 GLENWOOD AVENUE, SUITE 201 RALEIGH, NC 27612 | METLIFE LEGAL PLANS | $0 | $157 | $157 | 0.53% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF SEIBELS & WILLIAMS INC | 12725 MORRIS ROAD EXTENSION SUITE 200 ALPHARETTA, GA 30004 | METLIFE LEGAL PLANS | $0 | $22 | $22 | 0.07% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | UNKNOWN PLEASANTON, CA 94588 | METLIFE LEGAL PLANS | $0 | $3 | $3 | 0.01% |
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 | 429 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 105 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 534 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN OF GEORGIA, INC. | 33 | $273K |
| Vision | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | 948 | $75K |
| Life insurance | STANDARD INSURANCE COMPANY | 395 | $466K |
| Long-term disability | STANDARD INSURANCE COMPANY | 395 | $466K |
| Prescription drug | KAISER FOUNDATION HEALTH PLAN OF GEORGIA, INC. | 33 | $273K |
| Other | METLIFE LEGAL PLANS | 94 | $30K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 948 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.