| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 Filed as: NORTHWESTERN BENEFIT | 3333 RIVERWOOD PARKWAY SUITE 400 ATLANTA, GA 30339 | BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC. | $51K | $134 | $51K | 1.87% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE | 400 GALLERIA PKWY SUITE 300 ATLANTA, GA 30339 | BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC. | $35K | $0 | $35K | 1.30% |
| ENROLLEASE3 Filed as: NORTHWESTERN ONEDIGITAL | 3333 RIVERWOOD PKWY SUITE 400 ATLANTA, GA 30339 | SUN LIFE ASSURANCE COMPANY OF CANADA | $17K | $0 | $17K | 10.00% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: NORTHWESTERN BENEFIT | 3333 RIVERWOOD PARKWAY SUITE 400 ATLANTA, GA 30339 | GREATER GEORGIA LIFE INSURANCE COMPANY | $9K | $2K | $10K | 9.42% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | 400 GALLERIA PKWY #300 ATLANTA, GA 30339 | GREATER GEORGIA LIFE INSURANCE COMPANY | $5K | $0 | $5K | 4.86% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: NORTHWESTERN BENEFIT | 3333 RIVERWOOD PARKWAY SUITE 400 ALTANTA, GA 30339 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $0 | $2K | 6.06% |
| DIGITAL INSURANCE LLC3 | 200 GALLERIA PKWY ATLANTA, GA 30339 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $0 | $1K | 3.56% |
| TYLER HERRINGTON TORBETT3 | 3604 ROBINSON WALK DRIVE MARIETTA, GA 30068 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $740 | $435 | $1K | 3.32% |
| KLD INSURANCE BENEFITS INC3 | 9085 BETHEL RD GAINESVILLE, GA 30506 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $714 | $9 | $723 | 2.04% |
| SABRINA S RAMOS3 | 13750 W. COLONIAL DR. WINTER GARDEN, FL 34787 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $561 | $91 | $652 | 1.84% |
| AMY E COHEN3 | 19967 VILLA LANTE PLACE BOCA RATON, FL 33434 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $445 | $56 | $501 | 1.41% |
| KLD INSURANCE BENEFITS INC3 | 9085 BETHEL RD GAINESVILLE, GA 30506 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $68 | $234 | $302 | 0.85% |
| EOB CONSULTING LLC3 | 2500 NORTHWINDS PARKWAY ALPHARETTA, GA 30009 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $187 | $58 | $245 | 0.69% |
| NORMAC SOLUTIONS INC3 | 3730 EVEREST DR MONTGOMERY, AL 36106 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $179 | $0 | $179 | 0.51% |
| BARBARA J LAKE3 | 226 N HIGH ST MORRISTON, IN 46161 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $162 | $2 | $164 | 0.46% |
| CAROL PURDY FIELDS3 | 204 POTOMAC COURT WOODSTOCK, GA 30188 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $128 | $0 | $128 | 0.36% |
| COLONIAL LIFE BROKERAGE LLC3 | 270 CARPENTER DR ATLANTA, GA 30328 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $37 | $63 | $100 | 0.28% |
| MARIA VERONICA JARQUE3 | 701 WRELTON DR SAN DIEGO, CA 92109 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $81 | $15 | $96 | 0.27% |
| EMILY PORRECA3 | 146 WINDFIELDS LANE WOODSTOCK, GA 30188 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $91 | $0 | $91 | 0.26% |
| KENNETH B TORBETT3 | 453 BRUSHSTROKE CT MARIETTA, GA 30067 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $90 | $0 | $90 | 0.25% |
| WILLIAM RENNARD3 | 3001 ALOMA AVE WINTER PARK, FL 32792 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $46 | $38 | $84 | 0.24% |
| PEACOCK FINANCIALS INC3 | 6990 GRIFFIN RD DAVIS, FL 33314 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | $60 | $71 | 0.20% |
| KYLE RUSSEY3 | 6921 E. WEDGEWOOD AVE DAVIE, FL 33331 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $57 | $11 | $68 | 0.19% |
| ELIZABETH LOUISE FENDER3 Filed as: ELIZABETH LOUSIE FENDER | 335 S. EMERSON AVE INDIANAPOLIS, IN 46219 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $62 | $1 | $63 | 0.18% |
| PATRICIA A DUNCAN3 | 520 WHEATFIELD RD FRANKLIN, NC 28734 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $53 | $0 | $53 | 0.15% |
| NORWOOD BENEFIT SERVICES INC3 | 6478 LONG BREEZE RD ORLANDO, FL 32810 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $46 | — | $46 | 0.13% |
| SANDRA SIMS3 | 13750 W COLONIAL DRIVE SUITE 350 WINTER GARDEN, FL 34787 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $41 | $4 | $45 | 0.13% |
| ASSUREDPARTNERS3 Filed as: JENNIFER ROSE SMITH | 4920 W SAN RAFAEL ST TAMPA, FL 33629 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $37 | $0 | $37 | 0.10% |
| LAURIE J BURNS3 | 303 PLYER ROAD INDIAN TRAIL, NC 28079 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $27 | $0 | $27 | 0.08% |
| TULLY AND COMPANY INC3 | 1926 STONE BRIDGE LANE MARIETTA, GA 30064 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $25 | $0 | $25 | 0.07% |
| JOE GORDON3 | 5417 WINTHROP AVE INDIANAPOLIS, IN 46220 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | $5 | $16 | 0.05% |
| CAROLE H WARREN3 | 1300 27TH PLACE SOUTH BIRMINGHAM, AL 35205 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15 | $0 | $15 | 0.04% |
| JEFFREY D BRINDLE3 | 10811 LAKEVIEW DRIVE CARMEL, IN 46033 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | $1 | $12 | 0.03% |
| HEATHER WOMBLE LLC3 | 2409 PIRATE COURT JACKSONVILLE, FL 32224 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $7 | $10 | 0.03% |
| C ADAMS VOLK3 | 2295 OLD ORCHARD DRIVE MARIETTA, GA 30068 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | $0 | $8 | 0.02% |
| WENDY DAWN PACK3 | 16109 WATT WAY RAMONA, CA 92065 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | $0 | $8 | 0.02% |
| ALYSON MARIE MCMAHON3 | 2127 GRASSY BASIN CT JACKSONVILLE, FL 32224 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $3 | $6 | 0.02% |
| DANA MARIE MOWATT3 | 23701 S WESTERN AVE #112 TORRANCE, CA 90501 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $0 | $2 | 0.01% |
| NORTH FLORIDA BROKER SOLUTIONS LLC3 | 1550 HARRINGTON PARK DRIVE JACKSONVILLE, FL 32225 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.00% |
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 | 170 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 170 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC. | 560 | $2.7M |
| Dental(2 contracts, 2 carriers) | BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC. | 560 | $2.9M |
| Vision | BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC. | 560 | $2.7M |
| Life insurance | GREATER GEORGIA LIFE INSURANCE COMPANY | 170 | $108K |
| Short-term disability | GREATER GEORGIA LIFE INSURANCE COMPANY | 170 | $108K |
| Long-term disability | GREATER GEORGIA LIFE INSURANCE COMPANY | 170 | $108K |
| Other(2 contracts, 2 carriers) | GREATER GEORGIA LIFE INSURANCE COMPANY | 170 | $144K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 560 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.