| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF SEIBELS AND WILLIAMS OF GA | 5605 GLENRIDGE DRIVE NE SUITE 300 ATLANTA, GA 30342 | KAISER FOUNDATION HEALTH PLAN OF GEORGIA | $100K | — | $100K | 4.36% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF SEIBELS AND WILLIAMS OF GA | 5605 GLENRIDGE DRIVE SUITE 500 ATLANTA, GA 30342 | BLUE CROSS AND BLUE SHIELD OF GEORGIA | $6K | — | $6K | 4.08% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF SEIBELS AND WILLIAMS INC | 3400 OVERTON PARK DRIVE SUITE 300 ATLANTA, GA 30339 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $3K | — | $3K | 3.97% |
| RJK & ASSOCIATES INC3 Filed as: RJK AND ASSOCIATES INC | 1800 PEACHTREE STREET NW ATLANTA, GA 30309 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $677 | $2K | 2.69% |
| PLM SOLUTIONS INC3 | 557 GRAVES ROAD WEDOWEE, AL 36278 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $839 | $72 | $911 | 1.05% |
| NINA LEGATE3 | 4159 GEMSTONE TER MARIETTA, GA 30062 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $538 | — | $538 | 0.62% |
| CAROLE H WARREN3 | 2716 HANOVER CIRCLE BIRMINGHAM, AL 35205 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $310 | $95 | $405 | 0.47% |
| CSQUARENT LLC3 | 2090 DUNWOODY CLUB DR ATLANTA, GA 30350 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $259 | — | $259 | 0.30% |
| CAROL PURDY FIELDS3 | 204 POTOMAC COURT WOODSTOCK, GA 30188 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $255 | — | $255 | 0.29% |
| HOWARD HOROWITZ3 Filed as: HOWARD J HOROWITZ | 2610 ALCOTT STREET CARMEL, IN 46032 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $202 | $17 | $219 | 0.25% |
| KLD INSURANCE BENEFITS INC3 | 9085 BETHEL ROAD GAINESVILLE, GA 30506 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $174 | — | $174 | 0.20% |
| JAKE E MARIANI3 | 430 WATERLOO WAY MARY ESTHER, FL 32569 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $167 | — | $167 | 0.19% |
| DORIS M KERCHNER3 | 1875 KERRY CREEK DRIVE MARIETTA, GA 30066 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $154 | — | $154 | 0.18% |
| MAGDALENA RUIZ DE GOMEZ3 | 163 STILLWOOD DRIVE NEWNAN, GA 30265 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $140 | — | $140 | 0.16% |
| CASSANDRA KRAMER3 | 640 E PIONEER LOOP LA CENTER, WA 98629 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $102 | — | $102 | 0.12% |
| MITCHELL HECTOR MORALES3 | 4679 SCORE COURT SNELLVILLE, GA 30039 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $91 | — | $91 | 0.11% |
| SANTE CONCEPTS INC3 | 94 BARTLETT WAY DALLAS, GA 30157 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $88 | — | $88 | 0.10% |
| EOB CONSULTING LLC3 | 2500 NORTHWINDS PARKWAY ALPHARETTA, GA 30009 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $76 | — | $76 | 0.09% |
| MARIA VERONICA JARQUE3 | 4525 GEORGIA STREET SAN DIEGO, CA 92116 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $73 | — | $73 | 0.08% |
| COLONIAL LIFE BROKERAGE LLC3 | 12010 BROOKFIELD CLUB ROAD ROSWELL, GA 30075 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $22 | $27 | $49 | 0.06% |
| PATRICIA BLANCO ESPARZA3 | 4309 BRADLEY LANE ARLINGTON, TX 76017 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $46 | — | $46 | 0.05% |
| ROBERT H STONE SR3 | 3604 COVENTRY CIRCLE VESTAVIA HILLS, AL 35243 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $33 | $9 | $42 | 0.05% |
| ASSURED BENEFIT SERVICES INC3 | 77 MILLARD FARMER INDUSTRIAL BLVD SUITE 102 NEWNAN, GA 30263 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $34 | — | $34 | 0.04% |
| ALEXANDER OTTONIEL CANAS3 | 26123 BOUQET CANYON ROAD SANTA CLARITA, CA 91350 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $34 | — | $34 | 0.04% |
| LUKE NATHANAEL HAMM3 | 56 26TH STREET ATLANTA, GA 30309 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $32 | — | $32 | 0.04% |
| BROCKSTAR LLC3 | 2561 FALCON RIDGE DRIVE GRAYSON, GA 30017 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $29 | — | $29 | 0.03% |
| CAROLYN GROVER3 | 206 FOX CHAPEL DRIVE IRMO, SC 29063 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $23 | — | $23 | 0.03% |
| PREMIER WORKSITE SOLUTIONS INC3 | 112 NW 114TH ST VANCOUVER, WA 98685 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $11 | $10 | $21 | 0.02% |
| HOLLERN & ASSOCIATES INCORPORATED3 Filed as: HOLLERN AND ASSOCIATES INCORPORATED | 9795 GATEWAY DRIVE RENO, NV 89521 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $17 | — | $17 | 0.02% |
| MPART BENEFITS INC3 | 4621 GLEN HEATHER DRIVE FRISCO, TX 75034 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $5 | $4 | $9 | 0.01% |
| THE HORTON GROUP3 Filed as: ANITA HORTON | 591 FAIRWAY DRIVE WOODSTOCK, GA 30188 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.01% |
| PARRISH J PEACHEE3 | 109 N UNION STREET WESTFIELD, IN 46074 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.01% |
| SPECTRUM SOLUTIONS INC3 | 213 GOVERNOR WALK KATHLEEN, GA 31047 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.01% |
| MARC A GROVE3 | 25900 AUTUMN WAY ROGERS, MN 55374 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $3 | $3 | $6 | 0.01% |
| JOHN D EVANGELISTA3 | 26111ANTONIO PARKWAY RANCHO SANTA MARGARITA, CA 92688 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2 | $1 | $3 | 0.00% |
| SHEALY BENEFITS SERVICES INC3 Filed as: SHEALY BENEFITS SERVICES INC1 | 215 HOGAN WAY LEXINGTON, SC 29072 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1 | $1 | $2 | 0.00% |
| ADVANCED BENEFIT SYSTEM INC3 | 145 RIVER LANDING DRIVE DANIEL ISLAND, SC 29492 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1 | $1 | $2 | 0.00% |
| CRAIG WAYNE SOTTILE3 | 408 CEDAR PINES DRIVE GREENVILLE, SC 29615 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF SEIBELS AND WILLIAMS GA | 3400 OVERTON PARK DRIVE SUITE 300 ATLANTA, GA 30339 | GREATER GEORGIA LIFE INSURANCE COMPANY | $4K | — | $4K | 12.01% |
| MCGRIFF INSURANCE SERVICES INC3 | 1104 AMHERST ST WINCHESTER, VA 22601 | GREATER GEORGIA LIFE INSURANCE COMPANY | — | $949 | $949 | 2.96% |
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 | 151 | 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) | 151 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN OF GEORGIA | 316 | $2.3M |
| Dental | BLUE CROSS AND BLUE SHIELD OF GEORGIA | 320 | $137K |
| Short-term disability | GREATER GEORGIA LIFE INSURANCE COMPANY | 95 | $32K |
| Long-term disability | GREATER GEORGIA LIFE INSURANCE COMPANY | 95 | $32K |
| Other | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | 87 | $86K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 320 | — |
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.