| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ACRISURE LLC3 | PO BOX 1788 GRAND RAPIDS, MI 49501 | UNITEDHEALTHCARE INSURANCE COMPANY | $4K | $105K | $109K | 2.12% |
| ACRISURE LLC3 Filed as: ACRISURE SOUTHEAST PR INS SERV LLC- | 1317 CITIZENS BLVD LEESBURG, FL 34748 | UNITEDHEALTHCARE INSURANCE COMPANY | $1K | $35K | $37K | 0.72% |
| ACRISURE LLC3 | PO BOX 1788 GRAND RAPIDS, MI 49503 | UNITEDHEALTHCARE INSURANCE COMPANY | $13K | — | $13K | 2.25% |
| ACRISURE LLC3 Filed as: ACRISURE SOUTHEAST PR INS SERV LLC- | 1317 CITIZENS BLVD LEESBURG, FL 34748 | UNITEDHEALTHCARE INSURANCE COMPANY | $4K | — | $4K | 0.75% |
| PEACHTREE BENEFIT GROUP INC3 | 3580 PIERCE DR NE STE 100 ATLANTA, GA 30341 | UNITEDHEALTHCARE INSURANCE COMPANY | $116K | — | $116K | 25.11% |
| ACRISURE LLC3 | PEACHTREE BENEFIT GROUP INC 3580 PIERCE DR NE, STE 100 CHAMBLEE, GA 30341 | METROPOLITAN GENERAL INSURANCE COMPANY | $614 | $177 | $791 | 9.13% |
| ACRISURE LLC3 | PEACHTREE BENEFIT GROUP INC 900 ASHWOOD PARKWAY, SUITE 330 ATLANTA, GA 30338 | METROPOLITAN GENERAL INSURANCE COMPANY | $252 | — | $252 | 2.91% |
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 | 645 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 645 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | UNITEDHEALTHCARE INSURANCE COMPANY | 1,781 | $5.7M |
| Dental | UNITEDHEALTHCARE INSURANCE COMPANY | 1,781 | $5.1M |
| Vision | UNITEDHEALTHCARE INSURANCE COMPANY | 1,781 | $5.1M |
| Life insurance | UNITEDHEALTHCARE INSURANCE COMPANY | 646 | $462K |
| Short-term disability | UNITEDHEALTHCARE INSURANCE COMPANY | 646 | $462K |
| Long-term disability | UNITEDHEALTHCARE INSURANCE COMPANY | 646 | $462K |
| Other(2 contracts, 2 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 646 | $470K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,781 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.