| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 2405 SATELLITE BLVD SUITE 200 DULUTH, GA 30096 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $58K | — | $58K | 15.00% |
| IMG3 | 2960 NORTH MERIDIAN STREET INDIANAPOLIS, IN 46208 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | — | $104 | $104 | 0.03% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 2405 SATELLITE BLVD SUITE 200 DULUTH, GA 30090 | EYEMED VISION CARE | $3K | — | $3K | 4.25% |
| TULLY AND COMPANY INC3 | 1926 STONE BRIDGE LANE MARIETTA, GA 30064 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $32 | $2K | 9.11% |
| KLD INSURANCE BENEFITS INC3 | 9085 BETHEL ROAD GAINESVILLE, GA 30506 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $93 | $32 | $125 | 0.69% |
| C ADAMS VOLK3 | 2295 OLD ORCHARD DRIVE MARIETTA, GA 30068 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $35 | $8 | $43 | 0.24% |
| NORMAC SOLUTIONS INC3 | 451 HOPKINS ROAD TOWNVILLE, SC 29689 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $26 | — | $26 | 0.14% |
| CRAIG ALEXANDER MILLER3 | 30 SOUTHFORD ROAD DADEVILLE, AL 36853 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $11 | — | $11 | 0.06% |
| NINA LEGATE3 | 4159 GEMSTONE TERRACE MARIETTA, GA 30062 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $9 | — | $9 | 0.05% |
| HOLLERN & ASSOCIATES INCORPORATED3 Filed as: HOLLERN AND ASSOCIATES INCORPORATED | 9795 GATEWAY DRIVE RENO, NV 89521 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $9 | — | $9 | 0.05% |
| CHARLES AUGUSTUS RAY3 | 12010 BROOKFIELD CLUB RD ROSWELL, GA 30075 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $7 | $2 | $9 | 0.05% |
| BSK BENEFITS PLUS LLC3 | 205 PINECREST DRIVE COVINGTON, LA 70433 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.02% |
| THE HORTON GROUP3 Filed as: ANITA HORTON | 591 FAIRWAY DRIVE WOODSTOCK, GA 30189 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.01% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| EPIC INSURANCE BROKERS & CONSULTANT EIN 94-3195221 BROKER | Insurance services; Insurance agents and brokers Service code 22 | — | $259K |
| ALLIED BENEFIT SYSTEMS INC EIN 36-3086057 CLAIMS ADMIN | Claims processing; Plan Administrator; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $156K |
| AETNA LIFE INSURANCE EIN 06-6033492 PPO | Other fees Service code 99 | — | $126K |
| AMERICAN HEALTH HOLDING INC EIN 31-1368946 UTILIZATION REVIEW | Consulting fees Service code 70 | — | $27K |
| MARQUEE HEALTH LLC WELLNESS PROGRAM | Other fees Service code 99 | 223 WEST ERIE ST SUITE 7SW CHICAGO, IL 60654 | $17K |
| CURALINC HEALTH CARE EIN 33-1206383 CLAIMS ADMIN | Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Plan Administrator; Claims processing Service code 12 | — | $7K |
| COMPPSYCH | Plan Administrator; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing Service code 12 | — | $3K |
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 | 597 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 14 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 611 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | EYEMED VISION CARE | 1,045 | $66K |
| Life insurance | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 531 | $385K |
| Short-term disability | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 531 | $385K |
| Long-term disability | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 531 | $385K |
| Stop-loss / reinsurancereinsurance | WESTPORT INSURANCE CORPORATION | 597 | $986K |
| Other | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | 27 | $18K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,045 | — |
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.