| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC3 | 3280 PEACHTREE ROAD NW, SUITE 800 ATLANTA, GA 30305 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $154K | $10K | $164K | 7.47% |
| LOCKTON COMPANIES, LLC3 | 3280 PEACHTREE ROAD NW, SUITE 800 ATLANTA, GA 30305 | DELTA DENTAL INSURANCE COMPANY | $17K | $0 | $17K | 1.00% |
| HODGES-MACE BENEFITS GRP INC3 Filed as: HODGES-MACE BENEFITS GROUP INC. | 5775-D GLENRIDGE DRIVE NE SUITE 350 ATLANTA, GA 30328 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $31K | $0 | $31K | 5.75% |
| LOCKTON COMPANIES, LLC3 | PO BOX 741738 ATLANTA, GA 30374 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $3K | $0 | $3K | 0.58% |
| PETER J MACE3 Filed as: PETER J. MACE | 5775-D GLENRIDGE DRIVE NE SUITE 350 ATLANTA, GA 30328 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $12K | $0 | $12K | 3.38% |
| HODGES-MACE BENEFITS GRP INC3 Filed as: HODGES-MACE BENEFITS GROUP INC. | 5775-D GLENRIDGE DRIVE NE SUITE 350 ATLANTA, GA 30328 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $3K | $0 | $3K | 0.91% |
| LOCKTON COMPANIES, LLC3 | PO BOX 741738 ATLANTA, GA 30374 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $3K | $0 | $3K | 0.91% |
| IMPACT BENEFIT MANAGEMENT SERVICES3 Filed as: IMPACT BENEFIT MANAGEMENT SVCS LLC | 3650 MANSELL ROAD, SUITE 100 ALPHARETTA, GA 30022 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $90 | $0 | $90 | 0.03% |
| ROBERT FRINK CROOM3 | 155 BRICKLEBERRY DRIVE ROSWELL, GA 30075 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $18 | $0 | $18 | 0.01% |
| LOCKTON COMPANIES, LLC3 | 3280 PEACHTREE ROAD NW, SUITE 800 ATLANTA, GA 30305 | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $30K | $0 | $30K | 13.81% |
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 | 3,163 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 27 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 3,190 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | QUADMED | 4,886 | $737K |
| Dental(2 contracts, 2 carriers) | DELTA DENTAL INSURANCE COMPANY | 5,194 | $1.8M |
| Vision | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | 4,685 | $221K |
| Life insurance(2 contracts, 2 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 4,281 | $2.5M |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 4,281 | $2.2M |
| Other(5 contracts, 5 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 4,281 | $3.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 5,194 | — |
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."
No prospect flags tripped on this filing.