| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CONDUENT HR CONSULTING LLC3 Filed as: CONDUENT HR CONSULTING, LLC | P.O. BOX 202617 DALLAS, TX 753202617 | RELIASTAR LIFE INSURANCE COMPANY | $112K | $23K | $135K | 12.09% |
| CONDUENT HR CONSULTING LLC3 Filed as: CONDUENT HR CONSULTING, LLC | P.O. BOX 202617 DALLAS, TX 75320 | KAISER FOUNDATION HEALTH PLAN OF GEORGIA | $12K | — | $12K | 1.86% |
| BUCK GLOBAL LLC3 Filed as: BUCK GLOBAL, LLC | P.O. BOX 207640 DALLAS, TN 75320 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $35K | $7K | $42K | 12.07% |
| CONDUENT HR CONSULTING LLC3 Filed as: CONDUENT HR CONSULTING, LLC | P.O. BOX 202617 DALLAS, TX 75320 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $5K | — | $5K | 1.54% |
| CONDUENT HR CONSULTING LLC3 Filed as: CONDUENT HR CONSULTING, LLC | P.O. BOX 207640 DALLAS, TX 75320 | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | $34K | $7K | $41K | 13.38% |
| BUCK GLOBAL LLC3 Filed as: BUCK GLOBAL, LLC | P.O. BOX 207640 DALLAS, TX 75320 | VISION SERVICE PLAN | $13K | — | $13K | 4.52% |
| BUCK GLOBAL LLC3 Filed as: BUCK GLOBAL, LLC | P.O. BOX 207640 DALLAS, TX 75320 | CONTINENTAL AMERICAN INSURANCE COMPANY | $70K | — | $70K | 27.80% |
| SUSAN RAY3 Filed as: SUSAN P RAY | 3473 NORTHLAKE WAY ATLANTA, GA 30340 | CONTINENTAL AMERICAN INSURANCE COMPANY | $108 | — | $108 | 0.04% |
| ALICIA CLIFTON3 | 3915 HUNTING RIDGE DRIVE LILLBURN, GA 30047 | CONTINENTAL AMERICAN INSURANCE COMPANY | $77 | — | $77 | 0.03% |
| WILLIAM M WARDLAW JR3 | 368 WEST PIKE STREET SUITE 207 LAWRENCEVILLE, GA 30046 | CONTINENTAL AMERICAN INSURANCE COMPANY | $35 | — | $35 | 0.01% |
| STEVEN VORDERLANDWEHR3 | 1242 HADAWAY TRAIL LAWRENCEVILLE, GA 30043 | CONTINENTAL AMERICAN INSURANCE COMPANY | $7 | — | $7 | 0.00% |
| DUSTIN ROBERT JOHNSON3 Filed as: DUSTIN R JOHNSON | 50 HURT PLAZA SE SUITE 995 ATLANTA, GA 30306 | CONTINENTAL AMERICAN INSURANCE COMPANY | $4 | — | $4 | 0.00% |
| CHARLES S MADISON3 | 3303 COBB PKWY NW SUITE 324-354 ACWORTH, GA 30101 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| TARRAH SMITHSON3 | 2000 BROOKE FOREST COURT ALPHARETTA, GA 30022 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| WENDY M RANKIN3 | 990 PEBBLESTONE CT ALPHARETTA, GA 30009 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| NORBERT FELTROP3 | 804 HOLLY RDG CANTON, GA 30115 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| BUCK GLOBAL LLC3 Filed as: BUCK GLOBAL, LLC | P.O. BOX 207640 DALLAS, TX 75320 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $24K | $5K | $29K | 12.19% |
| CONDUENT HR CONSULTING LLC3 Filed as: CONDUENT HR CONSULTING, LLC | P.O. BOX 202617 DALLAS, TX 753202617 | KAISER FOUNDATION HEALTH PLAN INC. | $4K | — | $4K | 1.98% |
| BUCK GLOBAL LLC3 Filed as: BUCK GLOBAL, LLC | P.O. BOX 207640 DALLAS, TX 75320 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $8K | $2K | $9K | 12.19% |
| BUCK GLOBAL LLC3 Filed as: BUCK GLOBAL, LLC | P.O. BOX 207640 DALLAS, TX 75320 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $7K | $2K | $9K | 12.15% |
| BUCK GLOBAL LLC3 Filed as: BUCK GLOBAL, LLC | P.O. BOX 207640 DALLAS, TX 75320 | ARAG INSURANCE COMPANY | $6K | — | $6K | 10.00% |
| BUCK CONSULTANTS LLC3 Filed as: BUCK CONSULTANTS, LLC | P.O. BOX 202617 DALLAS, TX 753202617 | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | $3K | $488 | $3K | 13.22% |
| CONDUENT HR CONSULTING LLC3 Filed as: CONDUENT HR CONSULTING, LLC | P.O. BOX 202617 DALLAS, TX 75320 | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | — | $17 | $17 | 2.08% |
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 | 1,738 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 40 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,778 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN OF GEORGIA | 122 | $1.2M |
| Vision | VISION SERVICE PLAN | 1,296 | $282K |
| Life insurance(2 contracts) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 2,174 | $583K |
| Short-term disability(2 contracts) | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | 94 | $25K |
| Long-term disability | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | 1,729 | $303K |
| Stop-loss / reinsurancereinsurance | RELIASTAR LIFE INSURANCE COMPANY | 1,397 | $1.1M |
| Other(7 contracts, 5 carriers) | CONTINENTAL AMERICAN INSURANCE COMPANY | 2,174 | $509K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,174 | — |
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.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.