| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ASCENSION INSURANCE INC3 Filed as: ASCENSION INSURANCE INC. | 5825 MEDLOCK BRIDGE PARKWAY SUITE 200 ALPHARETTA, GA 300227320 | UNITED HEALTHCARE INSURANCE COMPANY | $29K | $214K | $243K | 3.31% |
| ASCENSION INSURANCE INC3 | 5825 MEDLOCK BRIDGE PARKWAY SUITE 200 ALPHARETTA, GA 30022 | UNITED HEALTHCARE INSURANCE COMPANY | — | $6K | $6K | 0.08% |
| GROUP AND EXECUTIVE BENEFITS INC3 | 5825 MEDLOCK BRIDGE PARKWAY SUITE 200 ALPHARETTA, GA 30022 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $7K | — | $7K | 4.93% |
| ASCENSION INSURANCE INC3 Filed as: ASCENSION INSURANCE | 5825 MEDLOCK BRIDGE PARKWAY SUITE 200 ALPHARETTA, GA 30022 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $2K | $2K | 1.00% |
| GROUP AND EXECUTIVE BENEFITS INC3 | 5825 MEDLOCK BRIDGE PARKWAY SUITE200 ALPHARETTA, GA 30022 | UNUM INSURANCE COMPANY OF AMERICA | $20K | — | $20K | 15.00% |
| ASCENSION INSURANCE INC3 Filed as: ASCENSION INSURANCE | 5825 MEDLOCK BRIDGE PARKWAY SUITE 200 JOHNS CREEK, GA 30022 | UNUM INSURANCE COMPANY OF AMERICA | — | $1K | $1K | 1.00% |
| GROUP AND EXECUTIVE BENEFITS INC3 | 5825 MEDLOCK BRIDGE PARKWAY SUITE 200 ALPHARETTA, GA 30022 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $5K | — | $5K | 5.73% |
| ASCENSION INSURANCE INC3 Filed as: ASCENSION INSURANCE | 5825 MEDLOCK BRIDGE PARKWAY SUITE 200 JOHNS CREEK, GA 30022 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $847 | $847 | 1.00% |
| GROUP AND EXECUTIVE BENEFITS INC3 | 5825 MEDLOCK BRIDGE PARKWAY SUITE 200 ALPHARETTA, GA 30022 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $7K | — | $7K | 7.82% |
| ASCENSION INSURANCE INC3 | 5825 MEDLOCK BRIDGE ROAD SUITE 200 JOHNS CREEK, GA 30022 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $841 | $841 | 1.00% |
| GROUP AND EXECUTIVE BENEFITS INC3 | 5825 MEDLOCK BRIDGE PARKWAY SUITE 200 ALPHARETTA, GA 30022 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $2K | — | $2K | 9.06% |
| ASCENSION INSURANCE INC3 Filed as: ASCENSION INSURANCE | 5825 MEDLOCK BRIDGE PARKWAY SUITE 200 JOHNS CREEK, GA 30022 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $185 | $185 | 1.05% |
| GROUP AND EXECUTIVE BENEFITS INC3 | 5825 MEDLOCK BRIDGE PARKWAY SUITE 200 ALPHARETTA, GA 30022 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $498 | — | $498 | 10.01% |
| ASCENSION INSURANCE INC3 | 5825 MEDLOCK BRIDGE PARKWAY SUITE 200 JOHNS CREEK, GA 30022 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $50 | $50 | 1.00% |
| GROUP AND EXECUTVIE BENEFITS INC3 | 5825 MEDLOCK BRIDGE PARKWAY SUITE 200 ALPHARETTA, GA 30022 | UNUM LIFE INSURANCE COMPANY | $20 | — | $20 | 14.81% |
| ASCENSION INSURANCE INC3 | 5825 MEDLOCK BRIDGE PARKWAY SUITE 200 JOHNS CREEK, GA 30022 | UNUM LIFE INSURANCE COMPANY | — | $1 | $1 | 0.74% |
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 | 2,297 | 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) | 2,297 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITED HEALTHCARE INSURANCE COMPANY | 1,814 | $7.3M |
| Life insurance | UNUM INSURANCE COMPANY OF AMERICA | 286 | $131K |
| Short-term disability(4 contracts) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 1,886 | $257K |
| Long-term disability(4 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 1,886 | $450K |
| Other(3 contracts, 3 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 1,886 | $282K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,886 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.