| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ASCENSION INSURANCE INC3 | 5825 MEDLOCK BRIDGE PARKWAY ALPHARETTA, GA 30022 | ANTHEM BLUE CROSS AND BLUE SHIELD | $57K | $3K | $60K | 4.95% |
| GROUP AND EXECUTIVE BENEFITS INC3 Filed as: GROUP & EXECUTIVE BENEFITS INC | 5825 MEDLOCK BRIDGE PARKWAY ALPHARETTA, GA 30022 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $6K | $0 | $6K | 4.18% |
| BB&T INSURANCE SERVICES, INC.3 Filed as: BB&T INSURANCE SERVICES | 414 GALLIMORE DAIRY ROAD GREENSBORO, NC 27409 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $0 | $4K | 5.78% |
| PLM SOLUTIONS INC3 | 3244 WINTERBERRY CIRCLE MARIETTA, GA 30062 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $475 | $2K | 3.47% |
| PAMELA LOU RODGERS KLINGBEIL3 | 6000 LAKE FORREST DRIVE ATLANTA, GA 30328 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $990 | $0 | $990 | 1.42% |
| JUDITH C BARKSDALE3 Filed as: JUDITH BARKSDALE | 6833 GLENLAKE PARKWAY SANDY SPRINGS, GA 30328 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $855 | $60 | $915 | 1.32% |
| KLINGBEIL AND ASSOCIATES INC3 Filed as: KLINGBEIL & ASSOCIATES INC | 180 ALLEN ROAD ATLANTA, GA 30328 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $496 | $289 | $785 | 1.13% |
| PATRICIA COLLIER3 | 950 EAGLES LANDING PARKWAY 310 STOCKBRIDGE, GA 30281 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $629 | $0 | $629 | 0.90% |
| ASSURED BENEFIT SERVICES INC3 | 77C MILLARD FARMER IND BLVD NEWNAN, GA 30263 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $27 | $5 | $32 | 0.05% |
| FELICIA FRANKLIN-WARNER3 | 10813 STARLING TRAIL HAMPTON, GA 30228 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $27 | $0 | $27 | 0.04% |
| HOLLERN & ASSOCIATES INCORPORATED3 Filed as: HOLLERN & ASSOCIATES INC | 11412 ROBIA DRIVE LAS VEGAS, NV 89138 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $17 | $0 | $17 | 0.02% |
| DREAMLIGHT INC3 | 844 BRANFORD LANE LILBURN, GA 30047 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | $0 | $14 | 0.02% |
| THE HORTON GROUP3 Filed as: W. ROBERT HORTON | 2295 TOWNE LAKE PKWY WOODSTOCK, GA 30189 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | $0 | $4 | 0.01% |
| ASCENSION INSURANCE INC3 | 5825 MEDLOCK BRIDGE PARKWAY ALPHARETTA, GA 30022 | CIGNA GROUP INSURANCE | $2K | $214 | $2K | 16.69% |
| BRYANT AND WHARTON3 Filed as: BRYANT & WHARTON - BOR | 5825 MEDLOCK BRIDGE PARKWAY ALPHARETTA, GA 30022 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $1K | $0 | $1K | 13.45% |
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 | 120 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 120 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | ANTHEM BLUE CROSS AND BLUE SHIELD | 236 | $1.2M |
| Dental | ANTHEM BLUE CROSS AND BLUE SHIELD | 236 | $1.2M |
| Vision | FIDELITY SECURITY LIFE INSURANCE COMPANY | 120 | $8K |
| Life insurance | UNUM LIFE INSURANCE COMPANY OF AMERICA | 363 | $140K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 363 | $140K |
| Other(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 83 | $83K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 363 | — |
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.