| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BUCK GLOBAL LLC3 Filed as: BUCK GLOBAL, LLC | P.O. BOX 207640 DALLAS, TX 75320 | KAISER FOUNDATION HEALTH PLAN OF GEORGIA | $14K | — | $14K | 1.96% |
| BUCK GLOBAL LLC3 Filed as: BUCK GLOBAL, LLC | P.O. BOX 207640 DALLAS, TX 75320 | LINCOLN LIFE ASSURANCE COMPANY OF BOSTON | $22K | $2K | $24K | 6.47% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH AND BENEFITS, LLC. | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | LINCOLN LIFE ASSURANCE COMPANY OF BOSTON | — | $542 | $542 | 0.15% |
| BUCK GLOBAL LLC3 Filed as: BUCK GLOBAL, LLC. | PO BOX 207640 DALLAS, TX 75320 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $5K | $112 | $5K | 2.05% |
| BUCK GLOBAL LLC3 Filed as: BUCK GLOBAL, LLC | P.O. BOX 207640 DALLAS, TX 75320 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $24K | $12K | $36K | 14.96% |
| CONDUENT HR CONSULTING LLC3 Filed as: CONDUENT HR CONSULTING, LLC. | PO BOX 207640 DALLAS, TX 75320 | KAISER FOUNDATION HEALTH PLAN, INC. | $4K | — | $4K | 1.97% |
| BUCK GLOBAL LLC3 Filed as: BUCK GLOBAL, LLC | P.O. BOX 207640 DALLAS, TX 75320 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $22K | $12K | $34K | 15.21% |
| BUCK GLOBAL LLC3 Filed as: BUCK GLOBAL, LLC | P.O. BOX 207640 DALLAS, TX 75320 | VISION SERVICE PLAN | $7K | — | $7K | 3.37% |
| BUCK GLOBAL LLC3 Filed as: BUCK GLOBAL, LLC | P.O. BOX 207640 DALLAS, TX 75320 | CONTINENTAL AMERICAN INSURANCE COMPANY | $38K | — | $38K | 21.76% |
| WILLIAM M WARDLAW JR3 | 187 SOUTH CULVER STREET LAWRENCEVILLE, GA 30046 | CONTINENTAL AMERICAN INSURANCE COMPANY | $12 | — | $12 | 0.01% |
| SCOTT A SMITH3 | 5300 OAKBROOK PARKWAY SUITE 350 NORCROSS, GA 30093 | CONTINENTAL AMERICAN INSURANCE COMPANY | $6 | — | $6 | 0.00% |
| JAMES D DUDLEY3 | 3061 EDGEWOOD COURT COLUMBUS, GA 31907 | 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 | $6K | $3K | $9K | 15.06% |
| BUCK GLOBAL LLC3 Filed as: BUCK GLOBAL, LLC | P.O. BOX 207640 DALLAS, TX 75320 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $6K | $3K | $8K | 15.14% |
| BUCK GLOBAL LLC3 Filed as: BUCK GLOBAL, LLC | P.O. BOX 207640 DALLAS, TX 75320 | ARAG INSURANCE COMPANY | $5K | — | $5K | 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 | 1,290 | 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) | 1,330 | 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 | 154 | $1.2M |
| Vision | VISION SERVICE PLAN | 993 | $220K |
| Life insurance(2 contracts) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 1,389 | $464K |
| Long-term disability | LINCOLN LIFE ASSURANCE COMPANY OF BOSTON | 1,291 | $367K |
| Other(5 contracts, 4 carriers) | CONTINENTAL AMERICAN INSURANCE COMPANY | 1,720 | $353K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,720 | — |
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.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.