| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ACRISURE LLC3 Filed as: ACRISURCE LLC | 220 WALNUT PLAZA MUNCIE, IN 47305 | BLUE CROSS BLUE SHIELD OF GEORGIA | $65K | — | $65K | 10.60% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 2000 ALAMEDA DE LAS PULGAS SAN MATEO, CA 94403 | BLUE CROSS BLUE SHIELD OF GEORGIA | $39K | — | $39K | 6.36% |
| PEACHTREE BENEFIT GROUP INC3 | 3580 PIERCE DRIVE SUITE 100 CHAMBLEE, GA 30341 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $41K | $6K | $47K | 15.21% |
| PEACHTREE BENEFIT GROUP INC3 Filed as: PEACHTREE BENEFIT PARTNERS OF GEORG | 3580 PIERCE DRIVE SUITE 100 CHAMBLEE, GA 303412123 | PRINCIPAL LIFE INSURANCE COMPANY | $11K | — | $11K | 10.21% |
| ACRISURE LLC3 Filed as: ACRISURCE LLC DBA PEACHTREE BENEFIT | 3580 PIERCE DRIVE SUITE 100 CHAMBLEE, GA 30341 | PRINCIPAL LIFE INSURANCE COMPANY | $4K | — | $4K | 3.44% |
| GARRY LYNN JOHNSON3 | 3850 E BASELINE RD STE 121 MESA, AZ 852064404 | PRINCIPAL LIFE INSURANCE COMPANY | — | $2K | $2K | 2.00% |
| PEACHTREE BENEFIT GROUP INC3 Filed as: PEACHTREE BENEFIT PARTNERS OF GEORG | 3580 PIERCE DRIVE SUITE 100 ATLANTA, GA 30341 | GREATER GEORGIA LIFE INSURANCE COMPANY | $6K | — | $6K | 6.81% |
| ACRISURE LLC3 Filed as: ACRISURCE LLC | 5664 PRARIE CREEK DR CALEDONIA, MI 49316 | GREATER GEORGIA LIFE INSURANCE COMPANY | $3K | — | $3K | 3.03% |
| PEACHTREE BENEFIT GROUP INC3 | 3580 PIERCE DRIVE SUITE 100 CHAMBLEE, GA 30341 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $11K | $1K | $12K | 17.29% |
| PEACHTREE BENEFIT GROUP INC3 | 3580 PIERCE DRIVE SUITE 100 ATLANTA, GA 303412123 | METROPOLITAN LIFE INSURANCE COMPANY | $7K | $2K | $9K | 17.26% |
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 | 299 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 299 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(4 contracts, 3 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 299 | $516K |
| Short-term disability(2 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 295 | $423K |
| Long-term disability(2 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 295 | $423K |
| Stop-loss / reinsurancereinsurance | BLUE CROSS BLUE SHIELD OF GEORGIA | 235 | $612K |
| Other(3 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 214 | $430K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 299 | — |
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.