| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| OAKBRIDGE INSURANCE AGENCY LLC3 | 200 BROAD ST LAGRANGE, GA 30240 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $13K | — | $13K | 10.97% |
| A2 HOLDINGS, LLC3 Filed as: A2 HOLDINGS LLC | 887 W MARIETTA ST NW STE N108 ATLANTA, GA 30318 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $5K | $4K | $9K | 7.62% |
| OAKBRIDGE INSURANCE AGENCY LLC3 | 200 BROAD ST LLC LAGRANGE, GA 30240 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $12K | — | $12K | 11.14% |
| A2 HOLDINGS, LLC3 Filed as: A2 HOLDINGS LLC | 887 W MARIETTA ST NW STE N108 ATLANTA, GA 30318 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $4K | $8K | 7.16% |
| OAKBRIDGE INSURANCE AGENCY LLC3 | 200 BROAD ST LAGRANGE, GA 30240 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $12K | — | $12K | 10.97% |
| A2 HOLDINGS DBA A2 BENEFITS3 Filed as: A2 HOLDINGS LLLC | 887 W MARIETTA ST NW STE N108 ATLANTA, GA 30318 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $4K | $8K | 7.69% |
| OAKBRIDGE INSURANCE AGENCY LLC3 | 200 BROAD ST LAGRANGE, GA 30240 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $8K | — | $8K | 14.78% |
| A2 HOLDINGS, LLC3 Filed as: A2 HOLDINGS LLC | 887 W MARIETTA ST NW STE N108 ATLANTA, GA 30318 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $2K | $4K | 8.32% |
| OAKBRIDGE INSURANCE AGENCY LLC3 | 200 BROAD ST LAGRANGE, GA 30240 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $5K | — | $5K | 14.86% |
| A2 HOLDINGS, LLC3 Filed as: A2 HOLDINGS LLC | 887 W MARIETTA ST NW STE N108 ATLANTA, GA 30318 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $858 | $3K | 7.59% |
| OAKBRIDGE INSURANCE AGENCY LLC3 | 200 BROAD ST LAGRANGE, GA 30240 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | — | $3K | 14.70% |
| A2 HOLDINGS, LLC3 Filed as: A2 HOLDINGS LLC | 887 W MARIETTA ST NW STE N108 ATLANTA, GA 30318 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $799 | $2K | 8.75% |
| OAKBRIDGE INSURANCE AGENCY LLC3 | 200 BROAD ST LLC LAGRANGE, GA 30240 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | — | $2K | 11.23% |
| A2 HOLDINGS, LLC3 Filed as: A2 HOLDINGS LLC | 887 W MARIETTA ST NW STE N108 ATLANTA, GA 30318 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $699 | $653 | $1K | 7.29% |
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 | 427 | 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) | 427 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 427 | $226K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 196 | $112K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 37 | $19K |
| Other(5 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 427 | $336K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 427 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.