| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES LLC | 550 S CALDWELL ST, SUITE 1500 CHARLOTTE, NC 28202 | SUN LIFE ASSURANCE CO OF CANADA | — | $38K | $38K | 1.12% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES LLC | 550 S CALDWELL ST STE 1500 CHARLOTTE, NC 28202 | SUNLIFE ASSURANCE COMPANY OF CANADA | $0 | $38K | $38K | 1.12% |
| MCGRIFF INSURANCE SERVICES INC3 | 5605 GLENRIDGE DR NE SUITE 300 ATLANTA, GA 30342 | DELTA DENTAL INSURANCE COMPANY | $19K | — | $19K | 0.71% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BCBS HEALTHCARE PLAN OF GA, INC NONE | Other services; Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Float revenue; Contract Administrator Service code 12 | 3350 PEACHTREE ROAD NE ATLANTA, GA 30326 | $3.2M |
| NAVITUS HEALTH SOLUTIONS NONE | Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing; Contract Administrator Service code 12 | 1025 W NAVITUS DR APPLETON, WI 54913 | $404K |
| TALX CORPORATION NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | AKA EQUIFAX WORKFORCE SOLUTIONS 11432 LACKLAND ROAD SAINT LOUIS, MO 63577 | $94K |
| WEX HEALTH, INC. NONE | Other services Service code 49 | 4321 20TH AVENUE S FARGO, ND 58103 | $46K |
| MAULDIN & JENKINS, LLC NONE | Accounting (including auditing) Service code 10 | 200 GALLERIA PARKWAY SE, STE 1700 ATLANTA, GA 303395946 | $44K |
| BLUE CROSS & BLUE SHIELD OF GEORGIA NONE | Claims processing; Float revenue; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | 3350 PEACHTREE ROAD NE ATLANTA, GA 30326 | $0 |
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 | 15,431 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 15,431 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL INSURANCE COMPANY | 9,628 | $2.6M |
| Vision | VISION SERVICE PLAN | 5,395 | $470K |
| Life insurance(2 contracts, 2 carriers) | SUN LIFE ASSURANCE CO OF CANADA | 4,718 | $6.8M |
| Short-term disability(2 contracts, 2 carriers) | SUN LIFE ASSURANCE CO OF CANADA | 4,718 | $6.8M |
| Long-term disability(2 contracts, 2 carriers) | SUN LIFE ASSURANCE CO OF CANADA | 4,718 | $6.8M |
| Prescription drug | NAVITUS HEALTH SOLUTIONS | 4,269 | $0 |
| Stop-loss / reinsurancereinsurance | BCBS HEALTHCARE PLAN OF GA, INC. | 4,266 | $14 |
| Other | SUNLIFE ASSURANCE COMPANY OF CANADA | 4,718 | $3.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 9,628 | — |
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 comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.