| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 2405 SATELLITE BOULEVARD SUITE 200 DULUTH, GA 30096 | KAISER FOUNDATION HEALTH PLAN OF GEORGIA | $64K | $3K | $67K | 3.89% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS RD STE 800 CONCORD, CA 94520 | METROPOLITAN LIFE INSURANCE COMPANY | $5K | $2K | $7K | 4.90% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS RD SUITE 800 CONCORD, CA 94520 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $9K | — | $9K | 17.75% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 350 HUDSON ST 4TH FLOOR NEW YORK, NY 10014 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $1K | $1K | 2.79% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 10877 WHITE ROCK RD RANCHO CORDOVA, CA 95670 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | — | $3K | 6.15% |
| KLD INSURANCE BENEFITS INC3 Filed as: KLD INS BENEFITS INC | 9085 BETHEL RD GAINESVILLE, GA 30506 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $483 | $2K | 4.23% |
| CLARICE R MIMS3 | 133 HILLCREST DR MARLBORO, NY 12542 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $608 | $87 | $695 | 1.41% |
| DANA MARIE MOWATT3 | 23701 S WESTERN AVE SPC 112 TORRANCE, CA 90501 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $375 | $81 | $456 | 0.92% |
| DAVID J MCCLELLAN3 | 118 ROYAL HORSE WAY REINHOLDS, PA 17569 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $90 | $230 | $320 | 0.65% |
| EMILY PORRECA3 | 146 WINDFIELDS LN WOODSTOCK, GA 30188 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $317 | — | $317 | 0.64% |
| CAROL PURDY FIELDS3 Filed as: CAROL PUDY FIELDS | 204 POTOMAC CT WOODSTOCK, GA 30188 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $203 | — | $203 | 0.41% |
| B V STONE INC3 | 1800 SUNSET HARBOUR POINTE LAWRENCEVILLE, GA 30043 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $182 | — | $182 | 0.37% |
| NORMAC SOLUTIONS INC3 | 449 HOPKINS RD TOWNVILLE, SC 29689 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $159 | — | $159 | 0.32% |
| CORCORAN & HOYT LLC3 | 3905 TAMPA RD UNIT 2367 OLDSMAR, FL 34677 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $53 | $26 | $79 | 0.16% |
| EOB CONSULTING LLC3 | 2500 NORTHWINDS PARKWAY ALPHARETTA, GA 30009 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $65 | — | $65 | 0.13% |
| ELIZABETH LOUISE FENDER3 | 335 S EMERSON AVE INDIANAPOLIS, IN 46219 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $58 | — | $58 | 0.12% |
| TULLY AND COMPANY INC3 | 1926 STONE BRIDGE LN MARIETTA, GA 30064 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $53 | — | $53 | 0.11% |
| MITCHELL HECTOR MORALES3 | 1264 GABLES VIEW PL LAWRENCEVILLE, GA 30043 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $50 | — | $50 | 0.10% |
| C ADAMS VOLK3 | 2295 OLD ORCHARD DR MARIETTA, GA 30068 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $43 | — | $43 | 0.09% |
| MONICA M DEAN3 | 1855 EVERGREEN LN ALPHARETTA, GA 30009 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $21 | — | $21 | 0.04% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SRV LLC | 1 CONCOURSE PKWY NE STE 700 ATLANTA, GA 30328 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | — | $14 | 0.03% |
| MARIA VERONICA JARQUE3 | 4744 N PAULINA ST APT 1E CHICAGO, IL 60640 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $13 | $1 | $14 | 0.03% |
| DORIS M KERCHNER3 | 1875 KERRY CREEK DR MARIETTA, GA 30066 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | — | $10 | 0.02% |
| LAURIE J BURNS3 Filed as: LAURIE JANE BURNS | 1274 BICYCLE CT YORK, SC 29745 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.01% |
| TYLER HERRINGTON TORBETT3 | 3604 ROBINSON WALK DR MARIETTA, GA 30068 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.01% |
| DENISE J LEWIS-YOUNG3 | 13336 MARRYWOOD CT ALPHARETTA, GA 30004 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.01% |
| KENNETH B TORBETT3 Filed as: KENNETH BARRY TORBETT | 453 BRUSHSTROKE CT ST MARIETTA, GA 30067 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| WENDY DAWN PACK3 | 16109 WATT WAY RAMONA, CA 92065 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS ROAD SUITE 800 CONCORD, CA 94520 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $8K | — | $8K | 17.68% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 350 HUDSON ST 4TH FLOOR NEW YORK, NY 10014 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $1K | $1K | 2.65% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS RD SUITE 800 CONCORD, CA 94520 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $7K | — | $7K | 17.66% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 350 HUDSON ST 4TH FLOOR NEW YORK, NY 10014 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $1K | $1K | 2.66% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS RD SUITE 800 CONCORD, CA 94520 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $516 | — | $516 | 17.67% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 350 HUDSON ST 4TH FLOOR NEW YORK, NY 10014 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $55 | $55 | 1.88% |
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 | 315 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 315 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN OF GEORGIA | 223 | $1.7M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 340 | $142K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 340 | $142K |
| Life insurance(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 500 | $180K |
| Short-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 144 | $53K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 75 | $45K |
| Prescription drug | KAISER FOUNDATION HEALTH PLAN OF GEORGIA | 223 | $1.7M |
| Other(3 contracts, 3 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 500 | $194K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 500 | — |
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.