| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| PEACHTREE BENEFIT GROUP INC3 | 3580 PIERCE DRIVE NE SUITE 100 CHAMBLEE, GA 30341 | METROPOLITAN LIFE INSURANCE COMPANY | $94K | $6K | $100K | 13.98% |
| NFP INSURANCE SERVICES INC3 | 1250 S CAPITAL OF TEXAS HWY BUILDING 125 AUSTIN, TX 787466446 | METROPOLITAN LIFE INSURANCE COMPANY | $6K | — | $6K | 0.81% |
| PEACHTREE BENEFIT GROUP INC3 | 3580 PIERCE DRIVE SUITE 100 CHAMBLEE, GA 30342 | BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GA | $4K | — | $4K | 0.66% |
| PEACHTREE BENEFIT GROUP INC3 Filed as: PEACHTREE BENEFIT PARTNERS OF GA | 3580 PIERCE DRIVE NE SUITE 100 CHAMBLEE, GA 303412123 | PRINCIPAL LIFE INSURANCE COMPANY | $14K | — | $14K | 8.70% |
| PEACHTREE BENEFIT GROUP INC3 | 3580 PIERCE DRIVE SUITE 100 CHAMBLEE, GA 30342 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $7K | $561 | $8K | 14.50% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD HEALTH PN GA EIN 58-1638390 PLAN ADMINIS | Float revenue; Other services; Claims processing; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $744K |
| UNUM LIFE INSURANCE COMPANY OF AMER EIN 01-0278678 ADMIN SERVICES | Other services; Float revenue; Contract Administrator; Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $24K |
| PEACHTREE BENEFIT GROUP INC | Other commissions; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $12K |
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 | 1,382 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,382 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GA | 3,341 | $573K |
| Vision | BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GA | 3,341 | $573K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 3,093 | $713K |
| Long-term disability(2 contracts, 2 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 1,125 | $213K |
| Stop-loss / reinsurancereinsurance | BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GA | 3,341 | $573K |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 3,093 | $713K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,341 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.