| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE BENEFIT COMPANY INC3 Filed as: THE BENEFIT COMPANY LLC | 6 CONCOURSE PARKWAY SUITE 2750 ATLANTA, GA 30328 | BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC.(G0386) | $2K | — | $2K | 0.38% |
| THE BENEFIT COMPANY INC3 Filed as: THE BENEFIT COMPANY LLC | 6 CONCOURSE PARKWAY SUITE 2750 ATLANTA, GA 30328 | SUNLIFE ASSURANCE COMPANY OF CANADA | $10K | $3K | $13K | 8.90% |
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 | 254 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 1 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 256 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | BLUE CROSS AND BLUE SHIELD OF GEORGIA, INC.(G0385) | 169 | $23K |
| Life insurance | SUNLIFE ASSURANCE COMPANY OF CANADA | 254 | $145K |
| Short-term disability | SUNLIFE ASSURANCE COMPANY OF CANADA | 254 | $145K |
| Long-term disability | SUNLIFE ASSURANCE COMPANY OF CANADA | 254 | $145K |
| Stop-loss / reinsurancereinsurance | BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC.(G0386) | 201 | $552K |
| Other | SUNLIFE ASSURANCE COMPANY OF CANADA | 254 | $145K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 254 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.