| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| PRITCHARD & JERDEN INC3 Filed as: PRITCHARD AND JERDEN INC | 950 EAST PACES FERRY ROAD NE SUITE 2000 ATLANTA, GA 30326 | BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA INC | $3K | — | $3K | 1.12% |
| USI INSURANCE SERVICES LLC3 | P O BOX 62949 VIRGINIA BEACH, VA 23466 | BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA INC | $3K | — | $3K | 1.12% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: NORTHWESTERN BENEFIT CORP OF GA | 950 EAST PACES FERRY ROAD SUITE 200 ATLANTA, GA 30326 | BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA INC | -$7K | — | -$7K | -3.19% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | 400 GALLERIA PKWY SUITE 300 ATLANTA, GA 30339 | BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA INC | -$11K | — | -$11K | -4.55% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH AND MCLENNAN AGENCY LLC | 11330 LAKEFIELD DRIVE SUITE 100 DULUTH, GA 30097 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $8K | — | $8K | 5.80% |
| PRITCHARD & JERDEN INC3 Filed as: PRITCHARD AND JERDEN INC | 950 EAST PACES FERRY ROAD NE SUITE 2000 ATLANTA, GA 30326 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $7K | $785 | $7K | 5.55% |
| THE CASON GROUP INC3 | 1612 MARION STREET 4TH FLOOR COLUMBIA, SC 29201 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $4K | — | $4K | 3.00% |
| USI INSURANCE SERVICES LLC3 | 1715 N WESTSHORE BLVD SUITE 1100 ATLANTA, GA 30326 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $2K | — | $2K | 1.17% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| PRICHARD AND JERDEN INC BROKER | Insurance agents and brokers; Insurance services Service code 22 | 950 EAST PACES FERRY ROAD NE SUITE 2000 ATLANTA, GA 30326 | $7K |
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 | 173 | 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) | 173 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA INC | 104 | $234K |
| Dental | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 173 | $132K |
| Vision | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 173 | $132K |
| Life insurance | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 173 | $132K |
| Short-term disability | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 173 | $132K |
| Long-term disability | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 173 | $132K |
| Other | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 173 | $132K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 173 | — |
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."
No prospect flags tripped on this filing.