| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| KELLY E FOX3 | 3605 EXCHANGE LANE AUGUSTA, GA 309092350 | UNITEDHEALTHCARE INSURANCE COMPANY | $61K | — | $61K | 4.80% |
| THE CASON GROUP INC3 Filed as: CASON GROUP INC | 1612 MARION ST COLUMBIA, SC 292012939 | UNITEDHEALTHCARE INSURANCE COMPANY | -$24 | $0 | -$24 | -0.00% |
| KELLY FOX3 | 3605 EXCHANGE LANE AUGUSTA, GA 30909 | COMPANION LIFE | $7K | $6 | $7K | 15.00% |
| THE CASON GROUP INC3 | PO BOX 11229 COLUMBIA, SC 29211 | COMPANION LIFE | $4K | $4 | $4K | 7.45% |
| KELLY FOX3 | 3605 EXCHANGE LANE AUGUSTA, GA 30909 | ONE AMERICA | $7K | — | $7K | 20.00% |
| KELLY FOX3 | 3605 EXCHANGE LANE AUGUSTA, GA 30909 | COMPANION LIFE | $2K | $6 | $2K | 17.55% |
| THE CASON GROUP INC3 | PO BOX 11229 COLUMBIA, SC 29211 | COMPANION LIFE | $1K | $4 | $1K | 7.53% |
| KELLY FOX3 | 3605 EXCHANGE LANE AUGUSTA, GA 30909 | COMPANION LIFE | $2K | $6 | $2K | 14.95% |
| THE CASON GROUP INC3 | PO BOX 11229 COLUMBIA, SC 29211 | COMPANION LIFE | $760 | $4 | $764 | 7.43% |
| KELLY FOX3 | 3605 EXCHANGE LANE AUGUSTA, GA 30909 | COMPANION LIFE | $1K | $6 | $1K | 15.05% |
| THE CASON GROUP INC3 | PO BOX 11229 COLUMBIA, SC 29211 | COMPANION LIFE | $584 | $4 | $588 | 7.49% |
| KELLY FOX3 | 3605 EXCHANGE LANE AUGUSTA, GA 30909 | COMPANION LIFE | $874 | $6 | $880 | 13.21% |
| THE CASON GROUP INC3 | PO BOX 11229 COLUMBIA, SC 29211 | COMPANION LIFE | $434 | $4 | $438 | 6.58% |
| KELLY FOX3 | 3605 EXCHANGE LANE AUGUSTA, GA 30909 | COMPANION LIFE | $897 | $6 | $903 | 15.01% |
| THE CASON GROUP INC3 | PO BOX 11229 COLUMBIA, SC 29211 | COMPANION LIFE | $446 | $4 | $450 | 7.48% |
| KELLY FOX3 | 3605 EXCHANGE LANE AUGUSTA, GA 30909 | COMPANION LIFE | $502 | $6 | $508 | 17.71% |
| THE CASON GROUP INC3 | PO BOX 11229 COLUMBIA, SC 29211 | COMPANION LIFE | $215 | $4 | $219 | 7.63% |
| KELLY FOX3 | 3605 EXCHANGE LANE AUGUSTA, GA 30909 | COMPANION LIFE | $270 | $6 | $276 | 17.90% |
| THE CASON GROUP INC3 | PO BOX 11229 COLUMBIA, SC 29211 | COMPANION LIFE | $116 | $4 | $120 | 7.78% |
| KELLY FOX3 | 3605 EXCHANGE LANE AUGUSTA, GA 30909 | COMPANION LIFE | $188 | $6 | $194 | 15.41% |
| THE CASON GROUP INC3 | PO BOX 11229 COLUMBIA, SC 29211 | COMPANION LIFE | $93 | $4 | $97 | 7.70% |
| KELLY FOX3 | 3605 EXCHANGE LANE AUGUSTA, GA 30909 | COMPANION LIFE | $184 | $6 | $190 | 15.36% |
| THE CASON GROUP INC3 | PO BOX 11229 COLUMBIA, SC 29211 | COMPANION LIFE | $92 | $4 | $96 | 7.76% |
| KELLY FOX3 | 3605 EXCHANGE LANE AUGUSTA, GA 30909 | COMPANION LIFE | $165 | $6 | $171 | 15.49% |
| THE CASON GROUP INC3 | PO BOX 11229 COLUMBIA, SC 29211 | COMPANION LIFE | $82 | $4 | $86 | 7.79% |
| KELLY FOX3 | 3605 EXCHANGE LANE AUGUSTA, GA 30909 | COMPANION LIFE | $164 | $6 | $170 | 17.09% |
| THE CASON GROUP INC3 | PO BOX 11229 COLUMBIA, SC 29211 | COMPANION LIFE | $70 | $4 | $74 | 7.44% |
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 | 178 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 178 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTHCARE INSURANCE COMPANY | 178 | $1.3M |
| Dental(4 contracts) | COMPANION LIFE | 132 | $70K |
| Vision(4 contracts) | COMPANION LIFE | 82 | $11K |
| Life insurance(4 contracts) | COMPANION LIFE | 38 | $19K |
| Short-term disability(5 contracts, 2 carriers) | ONE AMERICA | 48 | $57K |
| Long-term disability | ONE AMERICA | 48 | $37K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 178 | — |
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.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.