| 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 | $77K | $10 | $77K | 4.27% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS RD STE 800 CONCORD, CA 94520 | METROPOLITAN LIFE INSURANCE COMPANY | $5K | $3K | $8K | 6.02% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 4675 MACARTHUR CT STE 750 NEWPORT BEACH, CA 926608891 | METROPOLITAN LIFE INSURANCE COMPANY | — | $60 | $60 | 0.04% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS RD SUITE 800 CONCORD, CA 94520 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $13K | — | $13K | 15.00% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 350 HUDSON ST 4TH FLOOR NEW YORK, NY 10014 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $765 | — | $765 | 0.86% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS ROAD SUITE 800 CONCORD, CA 94520 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $13K | — | $13K | 15.00% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 350 HUDSON ST 4TH FLOOR NEW YORK, NY 10014 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $756 | — | $756 | 0.89% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 10877 WHITE ROCK RD RANCHO CORDOVA, CA 95670 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8K | — | $8K | 12.86% |
| KLD INSURANCE BENEFITS INC3 Filed as: KLD INS BENEFITS IND | 9085 BETHEL RD GAINESVILLE, GA 30506 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $166 | $3K | 5.00% |
| KEISHA RAVENELL3 | 1796 SATELLITE BLVD UNIT 1317 DULUTH, GA 30097 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $65 | $2K | 3.58% |
| TERRANCE ROLLING3 | 975 STEED DR HARLEM, GA 30814 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | — | $1K | 2.12% |
| THE CLARK GROUP OF SC3 | 898 ROPER RD LAUREN, SC 29360 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $391 | $622 | $1K | 1.65% |
| DANA MARIE MOWATT3 | 23701 S WESTERN AVE SPC 112 TORRANCE, CA 90501 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $733 | $188 | $921 | 1.50% |
| ALICE RYAN STRIBLING3 | 511 KILBOURNE RD COLUMBIA, SC 29205 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $512 | $209 | $721 | 1.17% |
| BROOKE HARMON3 Filed as: BROOKE HARMON & ASSOCIATES LLC | 70 HENRY LIVINGSTON RD POMARIA, SC 29126 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $512 | $203 | $715 | 1.16% |
| ADVANCED BENEFIT SYSTEM INC3 Filed as: ADVANCED BENEFIT SYSTEMS INC | 145 RIVER LANDING DR UNIT 203 DANIEL ISLAND, SC 29492 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $131 | $134 | $265 | 0.43% |
| CAROL PURDY FIELDS3 Filed as: CAROL PURDY FIELD | 204 POTOMAC CT WOODSTOCK, GA 30188 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $154 | — | $154 | 0.25% |
| B V STONE INC3 | 1800 SUNSET HARBOUR POINTE LAWRENCEVILLE, GA 30043 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $137 | — | $137 | 0.22% |
| NORMAC SOLUTIONS INC3 | 449 HOPKINS RD TOWNVILLE, SC 29689 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $125 | — | $125 | 0.20% |
| CLARICE R MIMS3 | 133 HILLCREST DR MARLBORO, NY 12542 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $107 | $3 | $110 | 0.18% |
| EMILY PORRECA3 | 146 WINDFIELD LN WOODSTOCK, GA 30188 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $97 | — | $97 | 0.16% |
| DAVID J MCCLELLAN3 | 118 ROYAL HORSE WAY REINHOLDS, PA 17569 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | $63 | $72 | 0.12% |
| ELIZABETH LOUISE FENDER3 | 335 S EMERSON AVE INDIANAPOLIS, IN 46219 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $50 | — | $50 | 0.08% |
| TULLY AND COMPANY INC3 | 1926 STONE BRIDGE LN MARIETTA, GA 30064 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $37 | — | $37 | 0.06% |
| EOB CONSULTING LLC3 | 2500 NORTHWINDS PARKWAY ALPHARETTA, GA 30009 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $37 | — | $37 | 0.06% |
| MITCHELL HECTOR MORALES3 | 1264 GABLES VIEW PL LAWRENCEVILLE, GA 30043 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $34 | — | $34 | 0.06% |
| C MARIE ADAMS VOLK3 | 2295 OLD ORCHARD DR MARIETTA, GA 30068 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $28 | — | $28 | 0.05% |
| USI INSURANCE SERVICES LLC3 | 1 CONCOURSE PKWY NE STE 700 ATLANTA, GA 30328 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | — | $7 | 0.01% |
| MARIA VERONICA JARQUE3 | 4744 N PAULINA ST APT 1E CHICAGO, IL 60640 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.01% |
| CORCORAN & HOYT LLC3 | 3905 TAMPA RD UNIT 2367 OLDSMAR, FL 34677 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | $2 | $6 | 0.01% |
| LAURIE J BURNS3 Filed as: LAURIE JANE BURNS | 1274 BICYCLE CT YORK, SC 29745 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.01% |
| DORIS M KERCHNER3 | 1875 KERRY CREEK DR MARIETTA, GA 30066 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.01% |
| DENISE J LEWIS-YOUNG3 | 13336 MARRYWOOD CT ALPHARETTA, GA 30004 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.00% |
| TYLER HERRINGTON TORBETT3 | 3604 ROBINSON WALK DR MARIETTA, GA 30068 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| KENNETH B TORBETT3 Filed as: KENNETH BARRY TORBETT | 453 BRUSHSTROKE CT SE MARIETTA, GA 30067 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS RD SUITE 800 CONCORD, CA 94520 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $6K | — | $6K | 15.00% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 350 HUDSON ST 4TH FLOOR NEW YORK, NY 10014 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $361 | — | $361 | 0.84% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS RD SUITE 800 CONCORD, CA 94520 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2K | — | $2K | 15.00% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 350 HUDSON ST 4TH FLOOR NEW YORK, NY 10014 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $90 | — | $90 | 0.84% |
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 | 335 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 335 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN OF GEORGIA | 206 | $1.8M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 394 | $134K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 394 | $134K |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 313 | $43K |
| Short-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 160 | $89K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 89 | $85K |
| Prescription drug | KAISER FOUNDATION HEALTH PLAN OF GEORGIA | 206 | $1.8M |
| Other(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 313 | $72K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 394 | — |
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.