| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES LLC | 214 N TRYON ST FL 46 CHARLOTTE, NC 28202 | SUN LIFE ASSURANCE CO OF CANADA | — | $33K | $33K | 1.01% |
| MCGRIFF INSURANCE SERVICES INC3 | 5605 GLENRIDGE DR NE SUITE 300 ATLANTA, GA 30342 | DELTA DENTAL INSURANCE COMPANY | $226K | — | $226K | 9.00% |
| THE CASON GROUP INC3 | 162 MARION ST COLUMBIA, SC 29201 | SUNLIFE ASSURANCE COMPANY OF CANADA | $10K | $25K | $35K | 8.22% |
| CAVALRY PARTNERS LLC3 | 16 MILLS AVE SUITE 2 GREENVILLE, SC 29605 | SUNLIFE ASSURANCE COMPANY OF CANADA | $25K | — | $25K | 5.87% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES LLC | 550 S CALDWELL ST STE 1500 CHARLOTTE, NC 28202 | SUNLIFE ASSURANCE COMPANY OF CANADA | $7K | — | $7K | 1.59% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BCBS HEALTHCARE PLAN OF GA, INC NONE | Float revenue; Other fees; Claims processing; Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator Service code 12 | 3350 PEACHTREE ROAD NE ATLANTA, GA 30326 | $2.9M |
| NAVITUS HEALTH SOLUTIONS NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Other services; Claims processing Service code 12 | 1025 W NAVITUS DR APPLETON, WI 54913 | $276K |
| 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 | $88K |
| WEX HEALTH, INC. NONE | Other services Service code 49 | 4321 20TH AVENUE S FARGO, ND 58103 | $57K |
| SUNLIFE ASSURANCE COMPANY OF CANADA NONE | Claims processing Service code 12 | 96 WORCESTER STREET WELLESLEY HILLS, MA 024815699 | $25 |
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 | 14,226 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 14,226 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental(2 contracts, 2 carriers) | DELTA DENTAL INSURANCE COMPANY | 9,287 | $2.9M |
| Vision(2 contracts, 2 carriers) | VISION SERVICE PLAN | 5,212 | $870K |
| Life insurance(2 contracts, 2 carriers) | SUN LIFE ASSURANCE CO OF CANADA | 5,047 | $3.7M |
| Short-term disability(2 contracts, 2 carriers) | SUN LIFE ASSURANCE CO OF CANADA | 5,047 | $3.7M |
| Long-term disability(2 contracts, 2 carriers) | SUN LIFE ASSURANCE CO OF CANADA | 5,047 | $3.7M |
| Prescription drug | NAVITUS HEALTH SOLUTIONS | 4,178 | $0 |
| Stop-loss / reinsurancereinsurance | BCBS HEALTHCARE PLAN OF GA, INC. | 4,161 | $918K |
| Other | SUNLIFE ASSURANCE COMPANY OF CANADA | 181 | $422K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 9,287 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.