| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| TURNER WOOD & SMITH3 Filed as: TURNER WOOD & SMITH AGENCY INC. | P.O. BOX 1058 GAINESVILLE, GA 30503 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $138K | — | $138K | 11.28% |
| TURNER WOOD & SMITH3 Filed as: TURNER WOOD & SMITH AGENCY | P.O. BOX 1058 GAINESVILLE, GA 30503 | SUN LIFE ASSURANCE COMPANY OF CANADA | $91K | — | $91K | 11.14% |
| MGIS3 | 111 SOUTH MAIN STREET SALT LAKE CITY, UT 841112176 | SUN LIFE ASSURANCE COMPANY OF CANADA | — | $180 | $180 | 0.02% |
| TURNER WOOD & SMITH3 Filed as: TURNER WOOD & SMITH AGENCY | P.O. BOX 1058 GAINESVILLE, GA 30503 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $25K | $24K | $49K | 19.56% |
| NATIONAL BENEFIT CENTER3 | 6830 COCKRAN ROAD SOLON, OH 44139 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $5K | $5K | 2.00% |
| TURNER WOOD & SMITH3 Filed as: TURNER WOOD AND SMITH AGENCY | P.O. BOX 1058 GAINESVILLE, GA 30503 | CONTINENTAL AMERICAN INSURANCE COMPANY | $19K | — | $19K | 24.97% |
| LAVADA LYNN SCARLETT3 Filed as: LAVADA SCARLETT | 3619 SHADY OAK TRAIL GAINESVILLE, GA 30506 | CONTINENTAL AMERICAN INSURANCE COMPANY | $7K | — | $7K | 9.11% |
| BROCK R ANDREA3 | 5120 INDIAN CIRCLE GAINSVILLE, GA 30506 | CONTINENTAL AMERICAN INSURANCE COMPANY | $6K | — | $6K | 8.30% |
| COLLEEN M KIRKLAND3 | 6030 CRESTMONT DRIVE CHINO HILLS, CA 91709 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3K | — | $3K | 3.56% |
| SHARON HALL3 | P.O. BOX 1857 DAWSONVILLE, GA 30534 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3K | — | $3K | 3.31% |
| DEJUAN B MARTIN3 | 6600 SHOAL CREEK ROAD CLERMONT, GA 30527 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 2.28% |
| PHILIP R MCQUEEN3 Filed as: PHILIP R. MCQUEEN | 4977 ODUM GAINESVILLE, GA 30523 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | — | $1K | 1.83% |
| TAYLOR V COSCINO3 | 1526 FOOTE ST NE ATLANTA, GA 30307 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | — | $1K | 1.53% |
| CYAN SATTIN3 | 11050 CRABAPPLE RD C107 ROSWELL, GA 30075 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | — | $1K | 1.42% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: NANNETTE D BROWN | 527 ACRES ESTATES TOCCOA, GA 30577 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | — | $1K | 1.36% |
| LKI LLC3 | 5037 BROOKSIDE CT ALPHARETTA, GA 30004 | CONTINENTAL AMERICAN INSURANCE COMPANY | $926 | — | $926 | 1.20% |
| SHARON D ROBERTS3 | P.O. BOX 1129 YOUNG HARRIS, GA 30582 | CONTINENTAL AMERICAN INSURANCE COMPANY | $789 | — | $789 | 1.02% |
| MICHAEL ATZ3 | 3330 PIEDMONT RD NE ATLANTA, GA 30305 | CONTINENTAL AMERICAN INSURANCE COMPANY | $772 | — | $772 | 1.00% |
| ASHLEA H MAYER3 | 1771 MILFORD CREEK OVERLOOK SW MARIETTA, GA 30008 | CONTINENTAL AMERICAN INSURANCE COMPANY | $521 | — | $521 | 0.67% |
| ASHLEY N GALLOWAY3 | 434 TIMBER COURT CLARKESVILLE, GA 30523 | CONTINENTAL AMERICAN INSURANCE COMPANY | $464 | — | $464 | 0.60% |
| KELLEE HALL3 | 5 BUFORD VILLAGE WALK BUFORD, GA 30518 | CONTINENTAL AMERICAN INSURANCE COMPANY | $189 | — | $189 | 0.24% |
| DEBORAH FERGUSON3 | P.O. BOX 190034 ATLANTA, GA 31119 | AFLAC | $5K | $184 | $5K | — |
| NETPRO FINANCIAL SOLUTIONS LLC3 | P.O. BOX 506 CLERMONT, GA 30527 | AFLAC | $5K | — | $5K | — |
| JENNIFER S CAGLE3 Filed as: JENNIFER CAGLE | P.O. BOX 506 CLERMONT, GA 30527 | AFLAC | $2K | $402 | $3K | — |
| WILLIAM WARDLAW JR3 | 5300 OAKBROOK PKWY BLDG 300 STE 350 NORCROSS, GA 30093 | AFLAC | $704 | $149 | $853 | — |
| KIRKLYN SMITH WILSON3 | P.O. BOX 705 CLERMONT, GA 30527 | AFLAC | $606 | $160 | $766 | — |
| TURNER WOOD & SMITH3 Filed as: TURNER WOOD AND SMITH AGENCY, INC. | P.O. BOX 1058 GAINESVILLE, GA 30503 | AFLAC | $743 | — | $743 | — |
| LAVADA LYNN SCARLETT3 Filed as: LAVADA SCARLETT | 3619 SHADY OAK TRL GAINSVILLE, GA 30506 | AFLAC | $545 | $149 | $694 | — |
| KIMBERLY ANN GARRISON3 Filed as: KIMBERLY GARRISON | 4437 CLUBSIDE DRIVE GAINESVILLE, GA 30504 | AFLAC | $597 | — | $597 | — |
| MRS JACKSON BOYUM3 | 2040 SKYLAR LEIGH DRIVE BUFORD, GA 30518 | AFLAC | $409 | — | $409 | — |
| V C SMITH LLC3 | 5300 OAKBROOK PKWY BLDG 300/350 NORCROSS, GA 30093 | AFLAC | $388 | — | $388 | — |
| LARRY W FLOWERS3 | 2318 PROVINCIAL POINT DRIVE GAINESVILLE, GA 30501 | AFLAC | $263 | — | $263 | — |
| JAMES DAVIS3 | 1506 KLONDIKE RD SW STE 100 CONYERS, GA 30094 | AFLAC | $253 | — | $253 | — |
| COLLEEN M KIRKLAND3 Filed as: COLLEEN LAWS | 11050 CRABAPPLE ROAD STE 107 ROSWELL, GA 30075 | AFLAC | $159 | — | $159 | — |
| THOMAS ROBERT GIDDENS3 Filed as: THOMAS GIDDENS | P.O. BOX 2517 KENNESAW, GA 30156 | AFLAC | $150 | — | $150 | — |
| BETTY SUGGS3 | P.O. BOX 711 WATKINSVILLE, GA 30677 | AFLAC | $145 | — | $145 | — |
| JANET R WATERS3 Filed as: JANET WATERS | 1878 FOREST GLEN WAY SAINT AUGUSTINE, FL 32092 | AFLAC | $145 | — | $145 | — |
| COLLEEN M KIRKLAND3 | 11050 CRABAPPLE ROAD STE 107 ROSWELL, GA 30075 | AFLAC | $122 | — | $122 | — |
| LAMAR WATERS3 | 1878 FOREST GLEN WAY SAINT AUGUSTINE, FL 32092 | AFLAC | $99 | — | $99 | — |
| ANDREA R BROCK3 Filed as: ANDREA BROCK | 5120 INDIAN CIRCLE GAINESVILLE, GA 30506 | AFLAC | $95 | — | $95 | — |
| SHERRY H FRANKLIN3 Filed as: SHERRY FRANKLIN | P.O. BOX 617 CORNELIA, GA 30531 | AFLAC | $83 | — | $83 | — |
| SCOTT A SMITH3 Filed as: SCOTT SMITH | 5300 OAKBROOK PKWY STE 300 STE 350 NORCORSS, GA 30093 | AFLAC | $71 | — | $71 | — |
| DIANE BORDER3 | P.O. BOX 711 WATKINSVILLE, GA 30677 | AFLAC | $65 | — | $65 | — |
| RONALD E KIRKLAND3 Filed as: RONALD KIRLAND | 1044 HARBOR RIDGE ROAD GUNTERSVILLE, AL 35976 | AFLAC | $54 | — | $54 | — |
| PODNAS INC / BECK & ASSOC3 Filed as: PODNAS INC./BECK & ASSOC | 3411 CONFETTI BLUSH DR COLUMBUS, GA 31909 | AFLAC | $53 | — | $53 | — |
| MONICA SCARBOROUGH3 | 4027 STEPHENS MILL RUN NE R ATLANTA, GA 30342 | AFLAC | $53 | — | $53 | — |
| JIMMY MESSICK JR3 Filed as: JIMMY C MESSICK JR. | 2611 BLALOCK CIR PHENIX CITY, AL 36867 | AFLAC | $23 | $17 | $40 | — |
| JONATHAN LUCAS3 | 6250 BROWNS BRIDGE RD CUMMING, GA 30041 | AFLAC | $39 | — | $39 | — |
| JERALD DEE LEWARK3 Filed as: JERALD LEWARK | 6796 SCOTER DRIVE MILAND, GA 31820 | AFLAC | $37 | — | $37 | — |
| MELYNDA RAY-MCCUTCHEON3 | 1150 MALLARD LAKE DRIVE BOAGART, GA 30622 | AFLAC | $26 | — | $26 | — |
| SHARON HALL3 | P.O. BOX 1857 DAWSONVILLE, GA 30534 | AFLAC | $23 | — | $23 | — |
| CAROL IRVIN3 | 5739 GARDEN WALK FLOWERY BRANCH, GA 30542 | AFLAC | $21 | — | $21 | — |
| PREMIER BENEFIT ADVISORS INC3 Filed as: PREMIER BENEFIT SERVICES LLC | 6298 GA HIGHWAY 36 W WOODLAND, GA 31836 | AFLAC | $20 | — | $20 | — |
| ANN SCOTT3 | 711 EMERALD RDG WOODSTOCK, GA 30189 | AFLAC | $19 | — | $19 | — |
| ROBERT GOBLE3 | 1410 4TH STREET DR NW UNIT 208 HICKORY, NC 28601 | AFLAC | $18 | — | $18 | — |
| THOMAS WHITE3 | 334 LEEWARD WALK LN ALPHARETTA, GA 30005 | AFLAC | $17 | — | $17 | — |
| ROBERT FISH3 | 450 PARK PLACE CT SUWANEE, GA 30024 | AFLAC | $16 | — | $16 | — |
| SUSAN REDDOCH BUFFINGTON3 Filed as: SUSAN BUFFINGTON | 400 TAX RD SHILOH, GA 31826 | AFLAC | $14 | — | $14 | — |
| STEVEN VORDERLANDWEHR3 | 1599 AMHEARST MILL DR LAWRENCEVILLE, GA 30043 | AFLAC | $14 | — | $14 | — |
| JUSTIN M REYNOLDS3 Filed as: JUSTIN REYNOLDS | 8433 ENTERPRISE CIR STE 100 LAKEWOOD RANCH, FL 34202 | AFLAC | $14 | — | $14 | — |
| LINDA F. DUNHAM3 | 140 SHADOW WOOD BND ST SIMONS IS, GA 31522 | AFLAC | $14 | — | $14 | — |
| KATHERINE LATIMER3 | 90 CECILY CT FORTSON, GA 31808 | AFLAC | $13 | — | $13 | — |
| JONATHAN W MCCUTCHEON3 Filed as: JONATHAN MCCUTCHEON | 1150 MALLARD LAKE DRIVE BOGART, GA 30622 | AFLAC | $13 | — | $13 | — |
| MELISSA CHANDLER3 | 423 PRIOR ST NE GAINSVILLE, GA 30501 | AFLAC | $13 | — | $13 | — |
| RICHARD MICHAEL TIDWELL3 Filed as: RICHARD TIDWELL | 5511 KINGSLEY MANOR CUMMING, GA 30041 | AFLAC | $12 | — | $12 | — |
| JAMES D DUDLEY3 Filed as: JAMES DUDLEY | 1355 LYNNFIELD RD STE 259 MEMPHIS, TN 38119 | AFLAC | $12 | — | $12 | — |
| JOSHUA K HOPPE3 | 85076 MAJESTIC WALK CIR FERNANDINA BEACH, FL 32034 | AFLAC | $12 | — | $12 | — |
| ANA MARIE GARCIA SMITH3 Filed as: ANA MARIE SMITH | 110 VANDERVIEW ROAD SEYMOUR, TN 37865 | AFLAC | $11 | — | $11 | — |
| JOHN E CARTER III3 Filed as: JOHN CARTER III | 313 TROOP DRIVE FORTSON, GA 31808 | AFLAC | $11 | — | $11 | — |
| EDWIN IVEY3 | 986 GREEN STREET CIRCLE GAINESVILLE, GA 30501 | AFLAC | $10 | — | $10 | — |
| SAIC INC3 | 4245 MILGEN RD COLUMBUS, GA 31907 | AFLAC | $10 | — | $10 | — |
| PAUL SHELBY AMOS II3 | 1932 WYNNTON ROAD 14TH FLOOR COLUMBUS, GA 31999 | AFLAC | $9 | — | $9 | — |
| LAURIE SOUTHERN3 | 752 MCCONNELL RD POWDER SPRINGS, GA 30127 | AFLAC | $9 | — | $9 | — |
| JOHN P KOWN II3 Filed as: JOHN KNOWN II | 1275 SHILOH ROD NW STE 2260 KENNESAW, GA 30144 | AFLAC | $9 | — | $9 | — |
| LEE RYAN MCGRAW3 Filed as: LEE MCGRAW | 1170 MANN RD DOUGLASVILLE, GA 30134 | AFLAC | $9 | — | $9 | — |
| HOUZE & ASSOCIATES INC3 Filed as: HOUZE & ASSOCIATES INC. | P.O. BOX 3070 LAGRANGE, GA 30241 | AFLAC | $9 | — | $9 | — |
| KIMBERLY W MANDERS3 Filed as: KIMBERLY MANDERS | 4232 QUAIL SPRINGS CIR MARTINEZ, GA 30907 | AFLAC | $9 | — | $9 | — |
| DEBORAH B SMITH3 Filed as: DEBORAH SMITH | 5703 BRYNWOOD CIR NW ACWORTH, GA 30101 | AFLAC | $8 | — | $8 | — |
| JENNIFER CARNAHAN3 | 1908 LANDFALL PASS NW KENNESAW, GA 30152 | AFLAC | $8 | — | $8 | — |
| DOUGLAS MISCH3 | 5304 CHESTNUT AVENUE ASHTABULA, OH 44004 | AFLAC | $8 | — | $8 | — |
| DUSTIN ROBERT JOHNSON3 Filed as: DUSTIN JOHNSON | 50 HURT PLZ SE, STE 995 STE 1630 ATLANTA, GA 30303 | AFLAC | $7 | — | $7 | — |
| DAVID C CLOUD JR3 Filed as: DAVID CLOUD JR | 12 TRENT DR SE ROME, GA 30161 | AFLAC | $7 | — | $7 | — |
| MELANIE KING3 | 1321 GLEN CEDARDS DR MABLETON, GA 30126 | AFLAC | $7 | — | $7 | — |
| RICHARD SMITHSON3 | 449 TIMBER PLACE MILTON, GA 30004 | AFLAC | $7 | — | $7 | — |
| LANCE OSBORNE3 | 21822 SEACREST LANE HUTTINGTON BEACH, CA 92646 | AFLAC | $6 | — | $6 | — |
| BRIAN D ELY3 Filed as: BRIAN ELY | 1820 THE EXCHANGE SE STE 750 ATLANTA, GA 30339 | AFLAC | $6 | — | $6 | — |
| ELENI A NIKOLAS3 Filed as: ELENI NIKOLAS | 50 HURT PLZ SE STE 1630 THE HURT BUILDING ATLANTA, GA 30303 | AFLAC | $6 | — | $6 | — |
| JOSEPH S WILLIAMS3 Filed as: JOSEPH WILLIAMS | 5703 BRYNWOOD CIR NW ACWORTH, GA 30101 | AFLAC | $5 | — | $5 | — |
| SCOTT L EELLS3 Filed as: SCOTT EELLS | 100 HAMPTON ROAD LOT 100 CLEARWATER, FL 33759 | AFLAC | $5 | — | $5 | — |
| MARY B MCKINNEY3 Filed as: MARY MCKINNEY | 3915 CASCADE ROAD STE T93 ATLANTA, GA 30331 | AFLAC | $5 | — | $5 | — |
| SANDRA MATHIS3 | 7310 NORTH LAKE DRIVE STE B COLUMBUS, GA 31909 | AFLAC | $5 | — | $5 | — |
| ESMERALDA LUCAS3 | 2135 GLENFIELD TRCE CUMMING, GA 30041 | AFLAC | $4 | — | $4 | — |
| ALLISON FARRIS WENDELBERGER3 Filed as: ALLISON FARRIS WENDLEBERGER | 207 SANTA FE DRIVE WALNUT CREEK, CA 94598 | AFLAC | $4 | — | $4 | — |
| CORI TINGEN3 | 1009 CRANBROOK DRIVE ARDEN, NC 28704 | AFLAC | $4 | — | $4 | — |
| LESLIE K KIMBROUGH3 Filed as: LESLIE MORSE | 46 HOWELL STE SE ATLANTA, GA 30312 | AFLAC | $4 | — | $4 | — |
| BRADEN BENEFIT STRATEGIES, INC.3 Filed as: BRADEN BENEFITS STRATEGIES | 11555 MEDLOCK BRIDGE RD STE 160 JOHNS CREEK, GA 30097 | AFLAC | $4 | — | $4 | — |
| JOSHUA K HOPPE3 Filed as: JOSHUA HOPPE | 85076 MAJESTIC WALK CIRCLE FERNANDINA BEACH, FL 32034 | AFLAC | $3 | — | $3 | — |
| RAYMOND L MELVIN3 Filed as: RAYMOND MELVIN | 1553 NAVIGATOR CIRCLE DACULA, GA 30019 | AFLAC | $3 | — | $3 | — |
| JOHN SCOTT3 | 1036 BARRETT DRIVE EVANS, GA 30161 | AFLAC | $3 | — | $3 | — |
| LAURA CORLEY3 | 284 STONEBROOK TRAIL CLEVELAND, GA 30528 | AFLAC | $3 | — | $3 | — |
| DORIS L BRACKETT3 Filed as: DORIS BRACKETT | 3233 HIGHGATE CHASE CT BERKELEY LAKE, GA 30092 | AFLAC | $3 | — | $3 | — |
| KERRY C EZZELL3 Filed as: KERRY EZZELL | P.O. BOX 15074 AUGUSTA, GA 30919 | AFLAC | $3 | — | $3 | — |
| TONYA LANCASTER3 | 1820 THE EXCHANGE SE STE 750 ATLANTA, GA 30339 | AFLAC | $3 | — | $3 | — |
| CHRISTIE MARZARI3 | 1932 WYNNTON ROAD COLUMBUS, GA 31999 | AFLAC | $3 | — | $3 | — |
| RICHARD CARTER SR3 Filed as: RICHARD K CARTER SR. | 1224 PEACOCK AVE STE 205 COLUMBUS, GA 31999 | AFLAC | $3 | — | $3 | — |
| SCOTTI MADISON3 | 3330 COBB PARKWAY SUITE 324-3 ACWORTH, GA 30101 | AFLAC | $2 | — | $2 | — |
| BILL FOSTER3 | 480 COLONSAY TRCE BLAIRSVILLE, GA 30512 | AFLAC | $2 | — | $2 | — |
| TRACY L MCLEAN3 Filed as: TRACY MCLEAN | 120 OLD ELBERT RD ROYSTON, GA 30662 | AFLAC | $2 | — | $2 | — |
| DANIEL FITZGERALD INC3 | 3672 BAY PT AUGUSTA, GA 30907 | AFLAC | $2 | — | $2 | — |
| WENDY M RANKIN3 Filed as: WENDY RANKIN | 114 BROAD STE STE 201 ROME, GA 30161 | AFLAC | $2 | — | $2 | — |
| ANY O SHIELDS3 | 5159 CALGARY DRIVE DOUGLASVILLE, GA 30135 | AFLAC | $2 | — | $2 | — |
| RONALD S SANDERS3 Filed as: RONALD SANDERS | 744 E DENIM TRL SAN TAN VALLEY, AZ 85143 | AFLAC | $2 | — | $2 | — |
| ALEXANDER WARD3 | 5194 FOREST VIEW CT SE MABLETON, GA 30126 | AFLAC | $2 | — | $2 | — |
| TARRAH SMITHSON3 | 449 TIMBER PL MILTON, GA 30004 | AFLAC | $1 | — | $1 | — |
| WORTHAM SAN ANTONIO INC3 Filed as: JOHN LEE | 322 FARMOUSE ROAD ELLERSLIE, GA 31807 | AFLAC | $1 | — | $1 | — |
| STAN A SHERLIN3 Filed as: STAN SHERLIN | 773 TOWNE LAKE DRIVE MONTGOMERY, AL 36117 | AFLAC | $1 | — | $1 | — |
| WILLIAM L AMOS & CO INC3 Filed as: WILLIAM L AMOS & CO INC. | 6801 RIVER ROAD STE 205 COLUMBUS, GA 31904 | AFLAC | $0 | — | $0 | — |
| RPM LTD3 | P.O. BOX 484 BLOOMINGDALE, GA 31302 | AFLAC | $0 | — | $0 | — |
| BRADLEY BOLICK3 | 6433 FALL BRANCH DRIVE COLUMBUS, GA 31904 | AFLAC | $0 | — | $0 | — |
| RYAN E MCPHAIL3 Filed as: RYAN MCPHAIL | 206 ARBOR CT CANTON, GA 30114 | AFLAC | $0 | — | $0 | — |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| AMERICAN SPECIALTY HEALTH EIN 33-0571188 NONE | Float revenue; Other services; Direct payment from the plan; Participant communication; Non-monetary compensation; Named fiduciary; Claims processing; Contract Administrator Service code 12 | — | $0 |
| AMPLIFON HEARING HEALTHCARE EIN 85-0437037 NONE | Claims processing; Non-monetary compensation; Direct payment from the plan; Float revenue; Contract Administrator; Participant communication; Named fiduciary; Other services Service code 12 | — | $0 |
| BANK OF AMERICA EIN 94-1687665 NONE | Float revenue; Claims processing; Direct payment from the plan; Named fiduciary; Other services; Non-monetary compensation; Contract Administrator; Participant communication Service code 12 | — | $0 |
| CASLIGHT HEALTH EIN 26-1989091 NONE | Direct payment from the plan; Named fiduciary; Float revenue; Other services; Claims processing; Non-monetary compensation; Contract Administrator; Participant communication Service code 12 | — | $0 |
| CITI BANK NA (CHLIC CORE DEPOSITS) EIN 59-1031071 NONE | Direct payment from the plan; Named fiduciary; Claims processing; Other services; Participant communication; Float revenue; Non-monetary compensation; Contract Administrator Service code 12 | — | $0 |
| CITIBANK NA EIN 13-5266470 NONE | Float revenue; Other services; Direct payment from the plan; Participant communication; Non-monetary compensation; Named fiduciary; Claims processing; Contract Administrator Service code 12 | — | $0 |
| CITIBANK NA (OMNIBUS) EIN 13-5266470 NONE | Direct payment from the plan; Claims processing; Float revenue; Participant communication; Named fiduciary; Contract Administrator; Non-monetary compensation; Other services Service code 12 | — | $0 |
| DEUTSCHE BANK EIN 13-4941247 NONE | Direct payment from the plan; Claims processing; Named fiduciary; Contract Administrator; Non-monetary compensation; Other services; Participant communication; Float revenue Service code 12 | — | $0 |
| FIT FOR LIFE EIN 38-3983812 NONE | Float revenue; Direct payment from the plan; Participant communication; Named fiduciary; Non-monetary compensation; Other services; Contract Administrator; Claims processing Service code 12 | — | $0 |
| JPMORGAN CHASE EIN 13-4994650 NONE | Participant communication; Named fiduciary; Non-monetary compensation; Direct payment from the plan; Float revenue; Other services; Claims processing; Contract Administrator Service code 12 | — | $0 |
| LIVONGO EIN 26-3542036 NONE | Other services; Contract Administrator; Direct payment from the plan; Claims processing; Named fiduciary; Float revenue; Participant communication; Non-monetary compensation Service code 12 | — | $0 |
| OMADA HEALTH, INC. EIN 45-2355015 NONE | Non-monetary compensation; Contract Administrator; Other services; Claims processing; Named fiduciary; Float revenue; Participant communication; Direct payment from the plan Service code 12 | — | $0 |
| SAGAMORE NETWORK HOSPITAL NONE | Participant communication; Float revenue; Other services; Non-monetary compensation; Direct payment from the plan; Contract Administrator; Claims processing; Named fiduciary Service code 12 | 11595 N MERIDIAN ST 600 CARMEL, IN 46032 | $0 |
| VISON SERVICE PLAN EIN 06-1227840 NONE | Claims processing; Contract Administrator; Direct payment from the plan; Non-monetary compensation; Named fiduciary; Float revenue; Participant communication; Other services Service code 12 | — | $0 |
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 | 0 | 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) | 0 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 679 | $1.2M |
| Dental(2 contracts, 2 carriers) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 679 | $1.5M |
| Vision | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 679 | $1.2M |
| Life insurance(2 contracts, 2 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 633 | $893K |
| Short-term disability | AFLAC | 44 | $0 |
| Long-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 633 | $816K |
| Prescription drug | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 679 | $1.2M |
| Other(3 contracts, 3 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 633 | $893K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 679 | — |
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.
Final-filing indicator set. Plan is winding down; don't waste sales effort here.