| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BURNETTE INSURANCE AGENCY3 | 3447 LAWRENCEVILLE SUWANEE RD SUWANEE, GA 30024 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | — | $3K | 3.21% |
| BURNETTE INSURANCE AGENCY3 | 3447 LAWRENCEVILLE SUWANEE ROAD SUWANEE, GA 30024 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $9K | — | $9K | 15.00% |
| BURNETTE INSURANCE AGENCY3 | 3447 LAWRENCEVILLE SUWANEE RD SUWANEE, GA 30024 | LINCOLN NATIONAL LIFE INSURANCE CO. | $4K | — | $4K | 9.00% |
| BURNETTE INSURANCE AGENCY3 | 3447 LAWRENCEVILLE SUWANEE RD SUWANEE, GA 30024 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | — | $3K | 8.37% |
| BURNETTE INSURANCE AGENCY3 | 3447 LAWRENCEVILLE SUWANEE RD SUWANEE, GA 30024 | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INS CO | $1K | — | $1K | 9.90% |
| BURNETTE INSURANCE AGENCY3 Filed as: BURNETTE INSURANCE AGENCY INC | 3774 LAWRENCEVILLE SUWANEE RD SUWANEE, GA 30024 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $294 | — | $294 | 3.36% |
| KLD INSURANCE BENEFITS INC3 | 9085 BETHEL ROAD GAINESVILLE, GA 30506 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $205 | $11 | $216 | 2.47% |
| SHERI L MITCHELL INC3 | 540 BIRNAMWOOD DRIVE SUWANEE, GA 30024 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $118 | $7 | $125 | 1.43% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: J SMITH LANIER AND CO | P O BOX 70 WEST POINT, GA 31833 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $99 | — | $99 | 1.13% |
| C MARIE ADAMS VOLK3 | 2295 OLD ORCHARD DRIVE MARIETTA, GA 30068 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $39 | — | $39 | 0.45% |
| PIM SOLUTIONS INC3 | 3244 WINTERBERRY CIRCLE MARIETTA, GA 30062 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $24 | — | $24 | 0.27% |
| NORMAC SOLUTIONS INC3 | 3730 EVEREST DR MONTGOMERY, AL 36106 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $14 | — | $14 | 0.16% |
| CAROL PURDY FIELDS3 | 204 POTOMAC COURT WOODSTOCK, GA 30188 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $13 | — | $13 | 0.15% |
| TULLY AND COMPANY INC3 Filed as: TULLY AND COMPANY | 1926 STONE BRIDGE LANE MARIETTA, GA 30064 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $10 | — | $10 | 0.11% |
| CAROLE H WARREN3 | 1300 27TH PLACE SOUTH BIRMINGHAM, AL 35202 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.07% |
| BURNETTE INSURANCE AGENCY3 | 3447 LAWRENCEVILLE SUWANEE RD SUWANEE, GA 30024 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $897 | — | $897 | 14.99% |
| BURNETTE INSURANCE AGENCY | 3447 LAWRENCEVILLE SUWANEE ROAD SUIWANEE, GA 30024 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $74K | — | $74K | 2966.44% |
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 | 0 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 0 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 200 | $3K |
| Dental(2 contracts, 2 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 200 | $111K |
| Vision | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INS CO | 206 | $14K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 124 | $32K |
| Long-term disability | LINCOLN NATIONAL LIFE INSURANCE CO. | 126 | $50K |
| Other(3 contracts, 2 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 182 | $78K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 206 | — |
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.
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.