| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| FALLON BENEFITS GROUP INC.3 Filed as: FALLON BENEFITS GROUP INC | 3445 PEACHTREE ROAD NE, STE 200 ATLANTA, GA 303261234 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $12K | — | $12K | 7.65% |
| USI INSURANCE SERVICES LLC3 | 1 CONCOURSE PKWY STE 700 ATLANTA, GA 303286128 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $4K | — | $4K | 2.35% |
| FALLON BENEFITS GROUP INC.3 Filed as: FALLON BENEFITS GROUP INC | 3060 PEACHTREE RD NW STE 1650 ATLANTA, GA 303052258 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $6K | — | $6K | 10.07% |
| FALLON BENEFITS GROUP INC.3 Filed as: FALLON BENEFITS GROUP INC | 3060 PEACHTREE RD NW STE 1650 ATLANTA, GA 30305 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $4K | $4K | 6.41% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES LLC MIDSOUTH | PO BOX 62819 VIRGINIA BEACH, VA 23466 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | — | $3K | 4.93% |
| WEB BENEFITS DESIGN CORPORATION5 Filed as: WEB BENEFITS DESIGN CORP | 4725 W SAND LAKE RD STE 300 ORLANDO, FL 32819 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $2K | $2K | 3.20% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP INSURANCE SERVICES INC. | 1250 S. CAPITAL OF TEXAS HWY STE 60 WEST LAKE HILLS, TX 78746 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $838 | $838 | 1.33% |
| FALLON BENEFITS GROUP INC.3 Filed as: FALLON BENEFITS GROUP INC | 3060 PEACHTREE RD NW STE 1650 ATLANTA, GA 303052258 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $5K | — | $5K | 10.34% |
| FALLON BENEFITS GROUP INC.3 Filed as: FALLON BENEFITS GROUP INC | 3060 PEACHTREE RD NW STE 1650 ATLANTA, GA 30305 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $4K | $4K | 7.90% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES LLC MIDSOUTH | PO BOX 62819 VIRGINIA BEACH, VA 23466 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | — | $2K | 4.66% |
| WEB BENEFITS DESIGN CORPORATION5 Filed as: WEB BENEFITS DESIGN CORP | 4725 W SAND LAKE RD STE 300 ORLANDO, FL 32819 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $2K | $2K | 3.20% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP INSURANCE SERVICES INC. | 1250 S. CAPITAL OF TEXAS HWY STE 60 WEST LAKE HILLS, TX 78746 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $837 | $837 | 1.65% |
| FALLON BENEFITS GROUP INC.3 Filed as: FALLON BENEFITS GROUP INC | 3060 PEACHTREE RD NW STE 1650 ATLANTA, GA 303052258 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | — | $3K | 10.07% |
| FALLON BENEFITS GROUP INC.3 Filed as: FALLON BENEFITS GROUP INC | 3060 PEACHTREE RD NW STE 1650 ATLANTA, GA 30305 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $2K | $2K | 6.47% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES LLC MIDSOUTH | PO BOX 62819 VIRGINIA BEACH, VA 23466 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | — | $2K | 4.93% |
| WEB BENEFITS DESIGN CORPORATION5 Filed as: WEB BENEFITS DESIGN CORP | 4725 W SAND LAKE RD STE 300 ORLANDO, FL 32819 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $1K | $1K | 3.20% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP INSURANCE SERVICES INC. | 1250 S. CAPITAL OF TEXAS HWY STE 60 WEST LAKE HILLS, TX 78746 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $454 | $454 | 1.35% |
| FALLON BENEFITS GROUP INC.3 Filed as: FALLON BENEFITS GROUP INC | 3060 PEACHTREE RD NW STE 1650 ATLANTA, GA 303052258 | UNUM LIFE INSURANCE COMPANY OF NORTH AMERICA | $3K | — | $3K | 10.16% |
| USI INSURANCE SERVICES LLC3 | 6100 FAIRVIEW ROAD STE 1400 CHARLOTTE, NC 28210 | UNUM LIFE INSURANCE COMPANY OF NORTH AMERICA | $1K | — | $1K | 4.32% |
| FALLON BENEFITS GROUP INC.3 Filed as: FALLON BENEFITS GROUP INC | 3060 PEACHTREE RD NW STE 1650 ATLANTA, GA 30305 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $1K | — | $1K | 5.71% |
| FALLON BENEFITS GROUP INC.3 Filed as: FALLON BENEFITS GROUP INC | 3445 PEACHTREE ROAD NE, STE 200 ATLANTA, GA 303261234 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $505 | — | $505 | 2.75% |
| USI INSURANCE SERVICES LLC3 | PO BOX 62819 VIRGINIA BEACH, VA 23466 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $475 | — | $475 | 2.58% |
| FALLON BENEFITS GROUP INC.3 Filed as: FALLON BENEFITS GROUP INC | 3060 PEACHTREE RD NW STE 1650 ATLANTA, GA 303052258 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | — | $2K | 10.09% |
| FALLON BENEFITS GROUP INC.3 Filed as: FALLON BENEFITS GROUP INC | 3060 PEACHTREE RD NW STE 1650 ATLANTA, GA 30305 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $976 | $976 | 5.60% |
| USI INSURANCE SERVICES LLC3 | PO BOX 62819 VIRGINIA BEACH, VA 23466 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $856 | — | $856 | 4.91% |
| WEB BENEFITS DESIGN CORPORATION5 Filed as: WEB BENEFITS DESIGN CORP | 4725 W SAND LAKE RD STE 300 ORLANDO, FL 32819 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $558 | $558 | 3.20% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP INSURANCE SERVICES INC. | 1250 S. CAPITAL OF TEXAS HWY STE 60 WEST LAKE HILLS, TX 78746 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $203 | $203 | 1.16% |
| FALLON BENEFITS GROUP INC.3 Filed as: FALLON BENEFITS GROUP INC | 3060 PEACHTREE RD NW STE 1650 ATLANTA, GA 30305 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $305 | — | $305 | 10.13% |
| FALLON BENEFITS GROUP INC.3 Filed as: FALLON BENEFITS GROUP INC | 3060 PEACHTREE RD NW STE 1650 ATLANTA, GA 30305 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $173 | $173 | 5.75% |
| USI INSURANCE SERVICES LLC3 | PO BOX 62819 VIRGINIA BEACH, VA 23466 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $147 | — | $147 | 4.88% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP INSURANCE SERVICES INC. | 1250 S. CAPITAL OF TEXAS HWY STE 60 WEST LAKE HILLS, TX 78746 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $36 | $36 | 1.20% |
| FALLON BENEFITS GROUP INC.3 Filed as: FALLON BENEFITS GROUP INC | 3060 PEACHTREE RD NW STE 1650 ATLANTA, GA 30305 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $27 | — | $27 | 5.49% |
| USI INSURANCE SERVICES LLC3 | PO BOX 62819 VIRGINIA BEACH, VA 23466 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $12 | — | $12 | 2.44% |
| FALLON BENEFITS GROUP INC.3 Filed as: FALLON BENEFITS GROUP INC | 3445 PEACHTREE ROAD NE, STE 200 ATLANTA, GA 303261234 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $11 | — | $11 | 2.24% |
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 | 232 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 232 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | RELIANCE STANDARD LIFE INSURANCE COMPANY | 175 | $155K |
| Vision | FIDELITY SECURITY LIFE INSURANCE COMPANY | 271 | $18K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 223 | $68K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 223 | $34K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 223 | $63K |
| Other(5 contracts, 3 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 223 | $99K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 271 | — |
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.