| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CONNER STRONG & BUCKELEW3 | TRIAD1828 CENTRE 2 COOPER STREET, P.O. BOX 99106 CAMDEN, NJ 08101 | UNITEDHEALTHCARE INSURANCE COMPANY | $180 | $105K | $105K | 3.69% |
| CONNER STRONG & BUCKELEW3 | TRIAD1828 CENTRE 2 COOPER STREET, P.O. BOX 99106 CAMDEN, NJ 08101 | METROPOLITAN LIFE INSURANCE COMPANY | $11K | $3K | $14K | 6.72% |
| HODGES-MACE LLC3 | 5775 GLENRIDGE DR STE 500, BLDG E ATLANTA, GA 303285380 | METROPOLITAN LIFE INSURANCE COMPANY | — | $5K | $5K | 2.39% |
| PETER J MACE3 Filed as: PETER MACE | 5775 GLENRIDGE DR STE 500, BLDG E ATLANTA, GA 303285380 | METROPOLITAN LIFE INSURANCE COMPANY | — | $5 | $5 | 0.00% |
| CONNER STRONG & BUCKELEW3 | TRIAD1828 CENTRE 2 COOPER STREET, P.O. BOX 99106 CAMDEN, NJ 08101 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $279 | $2K | 17.15% |
| CONNER STRONG & BUCKELEW3 | TRIAD1828 CENTRE 2 COOPER STREET, P.O. BOX 99106 CAMDEN, NJ 08101 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $162 | $2K | 27.95% |
| HODGES-MACE LLC3 | 5775 GLENRIDGE DR STE 500, BLDG E ATLANTA, GA 303285380 | METROPOLITAN LIFE INSURANCE COMPANY | — | $103 | $103 | 1.20% |
| PETER J MACE3 Filed as: PETER MACE | 5775 GLENRIDGE DR STE 500, BLDG E ATLANTA, GA 303285380 | METROPOLITAN LIFE INSURANCE COMPANY | — | $14 | $14 | 0.16% |
| CONNER STRONG & BUCKELEW3 | TRIAD1828 CENTRE 2 COOPER STREET, P.O. BOX 99106 CAMDEN, NJ 08101 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | $123 | $3K | 54.32% |
| HODGES-MACE LLC3 | 5775 GLENRIDGE DR STE 500, BLDG E ATLANTA, GA 303285380 | METROPOLITAN LIFE INSURANCE COMPANY | — | $275 | $275 | 4.38% |
| PETER J MACE3 Filed as: PETER MACE | 5775 GLENRIDGE DRIVE STE 500, BLDG E ATLANTA, GA 303285380 | METROPOLITAN LIFE INSURANCE COMPANY | — | -$2 | -$2 | -0.03% |
| CONNER STRONG & BUCKELEW3 | TRIAD1828 CENTRE 2 COOPER STREET, P.O. BOX 99106 CAMDEN, NJ 08101 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | $106 | $3K | 54.15% |
| HODGES-MACE LLC3 | 5775 GLENRIDGE DR STE 500, BLDG E ATLANTA, GA 303285380 | METROPOLITAN LIFE INSURANCE COMPANY | — | $231 | $231 | 3.69% |
| PETER J MACE3 Filed as: PETER MACE | 5775 GLENRIDGE DR STE 500, BLDG E ATLANTA, GA 303285380 | METROPOLITAN LIFE INSURANCE COMPANY | — | $18 | $18 | 0.29% |
| CONNER STRONG & BUCKELEW3 | TRIAD1828 CENTRE 2 COOPER STREET, P.O. BOX 99106 CAMDEN, NJ 08101 | COUNTRYWIDE ENTERPRISES, INC. | $85 | — | $85 | 8.59% |
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 | 342 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 344 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 2 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 344 | $2.9M |
| Dental(2 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 384 | $221K |
| Vision | EYEMED VISION CARE (FIDELITY SECURITY LIFE INSURANCE COMPANY) | 476 | $0 |
| Life insurance(2 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 384 | $221K |
| Short-term disability(2 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 384 | $221K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 31 | $13K |
| Prescription drug | UNITEDHEALTHCARE INSURANCE COMPANY | 344 | $2.8M |
| Other(6 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 384 | $243K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 476 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.