| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BURNETT INSURANCE AGENCY3 Filed as: BURNETT INSURANCE AGENCY, INC. | 3447 LAWRENCEVILLE SUWANEE ROAD SUWANEE, GA 30024 | UNITED HEALTH CARE PLAN OF THE RIVER VALLEY, INC | — | $51K | $51K | 4.17% |
| BURNETT INSURANCE AGENCY3 | 3447 LAWRENCEVILLE SUWANEE ROAD SUWANEE, GA 30024 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | — | $3K | 3.51% |
| BURNETTE INSURANCE AGENCY3 | 3447 LAWRENCEVILLE SUWANEE ROAD SUWANEE, GA 30024 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $9K | — | $9K | 15.00% |
| BURNETT INSURANCE AGENCY3 | 3447 LAWRENCEVILLE SUWANEE ROAD SUWANEE, GA 30024 | LINCOLN NATIONAL LIFE INSURANCE CO. | $4K | — | $4K | 10.46% |
| BURNETTE INSURANCE AGENCY3 | 3447 LAWRENCEVILLE SUWANEE ROAD SUWANEE, GA 30024 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 9.18% |
| BURNETT INSURANCE AGENCY3 | 3447 LAWRENCEVILLE SUWANEE ROAD SUWANEE, GA 30024 | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INS CO | $911 | — | $911 | 9.73% |
| BURNETTE INSURANCE AGENCY3 Filed as: BURNETTE INSURANCE AGENCY, INC. | 3447 LAWRENCEVILLE SUWANEE ROAD SUWANEE, GA 30024 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $227 | — | $227 | 2.51% |
| KLD INSURANCE BENEFITS INC3 Filed as: KLD INSURANCE BENEFITS, INC. | 9085 BETHEL ROAD GAINESVILLE, GA 30506 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $196 | $3 | $199 | 2.20% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: J. SMITH LANIER & CO. | P. O. BOX 70 WEST POINT, GA 31833 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $97 | — | $97 | 1.07% |
| SHERI L MITCHELL INC3 Filed as: SHERI L. MITCHELL, INC. | 540 BIRNAMWOOD DRIVE SUWANEE, GA 30024 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $82 | $3 | $85 | 0.94% |
| C MARIE ADAMS VOLK3 | 2295 OLD ORCHARD DRIVE MARIETTA, GA 30068 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $39 | — | $39 | 0.43% |
| PIM SOLUTIONS INC3 Filed as: PIM SOLUTIONS, INC. | 3244 WINTERBERRY CIRCLE MARIETTA, GA 30062 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $23 | — | $23 | 0.25% |
| NORMAC SOLUTIONS INC3 Filed as: NORMAC SOLUTIONS, INC. | 3730 EVEREST DRIVE MONTGOMERY, AL 36106 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $13 | — | $13 | 0.14% |
| CAROL PURDY FIELDS3 | 204 POTOMAC COURT WOODSTOCK, GA 30188 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $12 | — | $12 | 0.13% |
| KLINGBEIL AND ASSOCIATES INC3 Filed as: KLINGBEIL AND ASSOCIATES, INC. | 6000 LAKE FORREST DRIVE ATLANTA, GA 30328 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $11 | — | $11 | 0.12% |
| TULLY AND COMPANY INC3 Filed as: TULLY AND COMPANY, INC. | 1926 STONE BRIDGE LANE MARIETTA, GA 30064 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $10 | — | $10 | 0.11% |
| CAROLE H WARREN3 Filed as: CAROLE H. WARREN | 1300 27TH PLACE SOUTH BIRMINGHAM, AL 35205 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.07% |
| BURNETT INSURANCE AGENCY | 3447 LAWRENCEVILLE SUWANEE ROAD SUWANEE, GA 30024 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $886 | — | $886 | 15.00% |
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 | 181 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 181 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITED HEALTH CARE PLAN OF THE RIVER VALLEY, INC | 259 | $1.2M |
| Dental | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 95 | $92K |
| Vision | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INS CO | 197 | $9K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 125 | $24K |
| Long-term disability | LINCOLN NATIONAL LIFE INSURANCE CO. | 125 | $40K |
| Other(3 contracts, 2 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 182 | $74K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 259 | — |
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."
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.