| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES LLC | 7701 AIRPORT CENTER DRIVE SUITE 1800 GREENSBORO, NC 27409 | BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA | $1K | — | $1K | 0.13% |
| MCGRIFF INSURANCE SERVICES INC3 | EB COMMISSION P O BOX 896620 CHARLOTTE, NC 28289 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $23K | $4K | $27K | 14.00% |
| MCGRIFF INSURANCE SERVICES INC3 | EB COMMISSION P O BOX 896620 CHARLOTTE, NC 28289 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $15K | $3K | $18K | 14.00% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF SEIBELS AND WILLIAMS INC | PO BOX 896620 CHARLOTTE, NC 28289 | AETNA LIFE INSURANCE COMPANY | $4K | — | $4K | 5.64% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES | EB COMMISSION PO BOX 89662 CHARLOTTE, NC 28289 | UNUM INSURANCE COMPANY | $2K | $828 | $3K | 20.01% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES | EB COMISSION PO BOX 896620 CHARLOTTE, NC 28289 | UNUM INSURANCE COMPANY | $2K | $796 | $3K | 20.00% |
| MARY THERESA FISHER3 | 898 UNION CHURCH ROAD TOWNSEND, DE 19734 | PRE-PAID LEGAL SERVICES INC DBA LEGAL SHIELD | $2K | — | $2K | 15.38% |
| PATRICIA A HUNT4 | 528 LONGHORN CRES ROCKVILLE, MD 20850 | PRE-PAID LEGAL SERVICES INC DBA LEGAL SHIELD | $417 | — | $417 | 2.96% |
| TODAYS THE DAY LLC4 | DBA NATALIE GUTIERREZ 7312 SEAWALL BLVD GALVESTON, TX 77551 | PRE-PAID LEGAL SERVICES INC DBA LEGAL SHIELD | $140 | — | $140 | 0.99% |
| ELSA FIGUERAS4 | 2251 RIVER RIDGE ROAD DELAND, FL 32720 | PRE-PAID LEGAL SERVICES INC DBA LEGAL SHIELD | $31 | — | $31 | 0.22% |
| CORY WALKER4 | 4606 N LOCUST ST NORTH LITTLE ROCK, AR 72116 | PRE-PAID LEGAL SERVICES INC DBA LEGAL SHIELD | $26 | — | $26 | 0.18% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES | EB COMMISSION PO BOX 89662 CHARLOTTE, NC 28289 | UNUM INSURANCE COMPANY | $2K | $682 | $3K | 20.00% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD HEALTH PL GA EIN 58-1638390 ADMIN SERVICES | Claims processing; Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Contract Administrator; Other fees Service code 12 | — | $337K |
| MCGRIFF INSURANCE SERVICES LLC BROKER | Insurance agents and brokers; Insurance services Service code 22 | P O BOX 10265 BIRMINGHAM, AL 35202 | $149K |
| INGENIORX EIN 82-3062245 NETWORK PHARM MGN | Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Investment management fees paid indirectly by plan; Claims processing; Contract Administrator 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 | 342 | 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) | 342 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA | 579 | $857K |
| Dental | AETNA LIFE INSURANCE COMPANY | 820 | $69K |
| Vision | BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA | 579 | $857K |
| Life insurance | UNUM LIFE INSURANCE COMPANY OF AMERICA | 342 | $129K |
| Short-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 238 | $195K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 238 | $195K |
| Stop-loss / reinsurancereinsurance | BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA | 579 | $857K |
| Other(5 contracts, 3 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 342 | $189K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 820 | — |
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."
No prospect flags tripped on this filing.