| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ERIKA M TORRES3 Filed as: ERIKA WILLIAMS | — | ALLIANT HEALTH PLANS | $30K | $0 | $30K | 4.00% |
| ERIKA M TORRES3 Filed as: ERIKA WILLIAMS | — | ALLIANT HEALTH PLANS | $4K | $0 | $4K | 4.00% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INSURANCE SERVICES IN | 300 N BEACH STREET DAYTONA BEACH, FL 32114 | BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC. | $9K | $499 | $9K | 13.04% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INS OF GEORGIA INC | 900 NORTH POINT PKWY ALPHARETTA, GA 30005 | BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC. | $2K | $0 | $2K | 2.59% |
| THE CASON GROUP INC3 Filed as: THE CASON GROUP | PO BOX 11229 COLUMBIA, SC 29211 | BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC. | $88 | $44 | $132 | 0.19% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INSURANCE SERVICES | 125 EAST ELM STREET CONSHOHOCKEN, PA 19428 | GREATER GEORGIA LIFE INSURANCE COMPANY | $2K | $0 | $2K | 8.54% |
| THE CASON GROUP INC3 | PO BOX 11229 COLUMBIA, SC 29211 | GREATER GEORGIA LIFE INSURANCE COMPANY | $0 | $856 | $856 | 2.94% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INSURANCE SERVICES | 125 EAST ELM STREET CONSHOHOCKEN, PA 19428 | GREATER GEORGIA LIFE INSURANCE COMPANY | $1K | $0 | $1K | 11.91% |
| THE CASON GROUP INC3 Filed as: THE CASON GROUP | PO BOX 11229 COLUMBIA, SC 29211 | GREATER GEORGIA LIFE INSURANCE COMPANY | $190 | $332 | $522 | 4.63% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INSURANCE SERVICES | 125 EAST ELM STREET CONSHOHOCKEN, PA 19428 | GREATER GEORGIA LIFE INSURANCE COMPANY | $785 | $0 | $785 | 9.77% |
| THE CASON GROUP INC3 Filed as: THE CASON GROUP | PO BOX 11229 COLUMBIA, SC 29211 | GREATER GEORGIA LIFE INSURANCE COMPANY | $61 | $255 | $316 | 3.93% |
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 | 341 | 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) | 341 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | ALLIANT HEALTH PLANS | 129 | $917K |
| Dental | BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC. | 127 | $69K |
| Vision | BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC. | 127 | $69K |
| Life insurance | GREATER GEORGIA LIFE INSURANCE COMPANY | 341 | $29K |
| Short-term disability | GREATER GEORGIA LIFE INSURANCE COMPANY | 30 | $11K |
| Long-term disability | GREATER GEORGIA LIFE INSURANCE COMPANY | 9 | $8K |
| Prescription drug(2 contracts) | ALLIANT HEALTH PLANS | 129 | $848K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 341 | — |
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 compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.