| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE BENEFIT COMPANY INC3 Filed as: THE BENEFIT COMPANY, LLC | SIX CONCOURSE PARKWAY SUITE 2750 ATLANTA, GA 30328 | BLUE CROSS AND BLUE SHIELD HEALTHCARE PLAN OF GA | $126K | $0 | $126K | 4.75% |
| THE BENEFIT COMPANY INC3 Filed as: THE BENEFIT COMPANY, LLC | SIX CONCOURSE PARKWAY SUITE 2750 ATLANTA, GA 30328 | GREATER GEORGIA LIFE INSURANCE CO. | $26K | $0 | $26K | 10.00% |
| THE BENEFIT COMPANY INC3 Filed as: THE BENEFIT COMPANY LLC | SIX CONCOURSE PARKWAY SUITE 2750 ATLANTA, GA 30328 | BLUE CROSS AND BLUE SHIELD OF GEORGIA, INC. | $7K | $0 | $7K | 5.00% |
| THE BENEFIT COMPANY INC3 Filed as: THE BENEFIT COMPANY LLC | SIX CONCOURSE PARKWAY ATLANTA, GA 30328 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $16K | $0 | $16K | 19.73% |
| TYLER HERRINGTON TORBETT3 | 3604 ROBINSON WALK DR MARIETTA, GA 30068 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $5K | $8K | 9.68% |
| HORIZON MANAGEMENT LLC3 | PO BOX 249 SIGNAL MOUNTAIN, TN 37377 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $5K | $8K | 9.58% |
| KID INSURANCE BENEFITS INC3 Filed as: KID INSURANCE BENEFITS INC. | 9085 BETHEL ROAD GAINSVILLE, GA 30506 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $2K | $4K | 5.10% |
| JENNIFER ROSE SMITH3 | 4920 W SAN RAFAEL ST TAMPA, FL 33629 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $1K | $3K | 3.17% |
| C MARIE ADAMS VOLK3 | 2295 OLD ORCHARD DRIVE MARIETTA, GA 30068 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $779 | $2K | 2.64% |
| CAROLE H WARREN3 | 1300 27TH PLACE SOUTH BIRMINGHAM, AL 35205 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $368 | $2K | 2.41% |
| NORTH FLORIDA BENEFIT SOLUTIONS INC3 | 12659-1 PLUMMER GRANT RD JACKSONVILLE, FL 32258 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $229 | $2K | 2.24% |
| NORMAC SOLUTIONS INC3 Filed as: NORMAC SOLUTIONS, INC. | 3730 EVEREST DR MONTGOMERY, AL 36106 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $509 | $2K | 2.17% |
| MARIA VERONICA JARQUE3 | 8366 VIA SONOMA UNIT E LA JOLLA, CA 92037 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $801 | $330 | $1K | 1.42% |
| DANA MARIE MOWATT3 | 23701 S. WESTERN AVENUE #112 TORRANCE, CA 90501 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $790 | $336 | $1K | 1.42% |
| MONICA M DEAN3 | 8340 ROYAL TROON DRIVE DULUTH, GA 30097 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $712 | $0 | $712 | 0.90% |
| LAURIE J BURNS3 | 303 PLYLER ROAD INDIAN TRAIL, NC 28079 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $463 | $206 | $669 | 0.84% |
| BARBARA J LAKE3 | 226 N HIGH ST MORRISTOWN, IN 46161 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $561 | $34 | $595 | 0.75% |
| CAROL PURDY FIELDS3 | 204 POTOMAC COURT WOODSTOCK, GA 30188 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $285 | $153 | $438 | 0.55% |
| MITCHELL HECTOR MORALES3 | PO BOX 2532 NORCROSS, GA 30091 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $236 | $92 | $328 | 0.41% |
| KAREN BOHLER3 | 12810 PRIMROSE LANE EDED PRARIE, MN 55344 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $195 | $74 | $269 | 0.34% |
| FRANK SWINGLE & ASSOCIATES, INC3 Filed as: FRANK HARDEMAN | FRANK HARDEMAN III AGENCY SAVANNAH, GA 31410 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $246 | $0 | $246 | 0.31% |
| BENEFIT COMMUNICATIONS SPECIALISTS3 | 37 W FAIRMONT AVE SAVANNAH, GA 31406 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $243 | $0 | $243 | 0.31% |
| CARIE DEANNE CHANEY3 | 37 W FAIRMONT AVE SAVANNAH, GA 31406 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $193 | $0 | $193 | 0.24% |
| NORTH FLORIDA BROKER SOLUTIONS LLC3 | 1550 HARRINGTON PARK DRIVE JACKSONVILLE, FL 32225 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $89 | $64 | $153 | 0.19% |
| KURT LOREN UNGLAUB3 | 221 WARREN AVE THOMASVILLE, GA 31792 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $59 | $73 | $132 | 0.17% |
| LAURA B WETT3 | 8496 100TH ST E NORTHFIELD, MN 55057 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $89 | $21 | $110 | 0.14% |
| DANIEL HALL3 | P.O. BOX 567081 ATLANTA, GA 31156 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $82 | $7 | $89 | 0.11% |
| WILLIAM BENJAMIN KIRKLAND3 | 1899 ATKINSON BLVD W PEARSON, GA 31642 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $59 | $14 | $73 | 0.09% |
| JEFFREY D BRINDLE3 | 10811 LAKEVIEW DRIVE CARMEL, IN 46033 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $47 | $12 | $59 | 0.07% |
| ANNALIESE CLARK3 | 1336 HIDEAWAY DR S SAINT JOHNS, FL 32259 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $44 | $12 | $56 | 0.07% |
| MICHAEL C WALKER3 Filed as: MICHAEL J MINNEY | PO BOX 365 POWAY, CA 92074 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $33 | $18 | $51 | 0.06% |
| JAKORP INC3 | 15254 WINESPRINGS CT SAN DIEGO, CA 92127 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $33 | $14 | $47 | 0.06% |
| ADVANCED BENEFIT SYSTEM INC3 | 1301 GERVAIS STREET COLUMBIA, SC 29201 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $45 | $0 | $45 | 0.06% |
| MARC A GROVE3 | 25900 AUTUMN WAY RODGERS, MN 55374 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $19 | $25 | $44 | 0.06% |
| WILLIAM T MILLER3 | 2908 OTRANTO ROAD NORTH CHARLESTON, SC 29406 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $22 | $0 | $22 | 0.03% |
| BURT INSURANCE GROUP LLC3 | 5000 THURMOND MALL COLUMBIA, SC 29201 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $17 | $0 | $17 | 0.02% |
| BURT INSURANCE GROUP LLC3 | 5000 THURMOND MALL COLUMBIA, SC 29201 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $17 | $0 | $17 | 0.02% |
| ALYSON MARIE MCMAHON3 | 2127 GRASSY BASIN CT JACKSONVILLE, FL 32224 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | $6 | $15 | 0.02% |
| MICHELLE J HALLER3 | 913 HUNTINGTON WAY JORDAN, MN 55352 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | $2 | $7 | 0.01% |
| BUCK CONSULTANTS LLC3 | BOX 202617 DALLAS, TX 75320 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | $0 | $4 | 0.01% |
| PAUL STANLEY JR3 | 880 JOHNNY DODD BLVD MT PLEASANT, SC 29464 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $0 | $3 | 0.00% |
| CHRISTINE L COURTNEY3 | 333 WEEKSRIDGE LN MONCKS CORNER, SC 29461 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $0 | $3 | 0.00% |
| CUSTOM BENEFIT PROGRAMS INC3 Filed as: CUSTOM BENEFIT PROGRAMS INC. | PO BOX 1116 HAMMONTON, NJ 08037 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $0 | $2 | 0.00% |
| KLINGBEIL AND ASSOCIATES INC3 | 6000 LAKE FORREST DRIVE ATLANTA, GA 30328 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.00% |
| MAGDALENA RUIZ DE GOMEZ3 | 163 STILLWOOD DR NEWNAN, GA 30325 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.00% |
| LAKIESHIA YEUVONNE MCGHEE3 | PO BOX 233 UNION CITY, GA 30291 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $0 | $0 | $0 | 0.00% |
| BENALYTICS CONSULTING GROUP3 Filed as: BENALYTICS CONSULTING GROUP LLC | 1850 PARKWAY PLACE SE MARIETTA, GA 30067 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $0 | $0 | $0 | 0.00% |
| THE BENEEFIT COMPANY LLC3 | SIX CONCOURSE PARKWAY ATLANTA, GA 30328 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $0 | $4K | 15.81% |
| HORIZON MANAGEMENT LLC3 | PO BOX 249 SIGNAL MOUNTAIN, TN 37377 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $631 | $1K | $2K | 7.46% |
| TYLER HERRINGTON TORBETT3 | 3604 ROBINSON WALK DR MARIETTA, GA 30068 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $674 | $1K | $2K | 7.43% |
| KID INSURANCE BENEFITS INC3 Filed as: KID INSURANCE BENEFITS INC. | 9085 BETHEL RD GAINSVILLE, GA 30506 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $391 | $534 | $925 | 4.03% |
| C MARIE ADAMS VOLK3 | 2295 OLD ORCHARD DRIVE MARIETTA, GA 30068 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $413 | $212 | $625 | 2.73% |
| JENNIFER ROSE SMITH3 | 4920 W SAN RAFAEL ST TAMPA, FL 33629 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $307 | $202 | $509 | 2.22% |
| NORTH FLORIDA BENEFIT SOLUTIONS INC3 | 12659-1 PLUMMER GRANT ROAD JACKSONVILLE, FL 32258 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $412 | $58 | $470 | 2.05% |
| LAURIE J BURNS3 | 303 PLYLER ROAD INDIAN TRAIL, NC 28079 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $280 | $118 | $398 | 1.74% |
| DANA MARIE MOWATT3 | 23701 S. WESTERN AVENUE #112 TORRANCE, CA 90501 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $210 | $85 | $295 | 1.29% |
| NORMAC SOLUTIONS INC3 Filed as: NORMAC SOLUTIONS | 3730 EVEREST DR MONTGOMERY, AL 36106 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $202 | $85 | $287 | 1.25% |
| CAROLE H WARREN3 | 1300 27TH PLACE SOUTH BIRMINGHAM, AL 35205 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $218 | $51 | $269 | 1.17% |
| MITCHELL HECTOR MORALES3 | PO BOX 2532 NORCROSS, GA 30091 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $134 | $48 | $182 | 0.79% |
| MARIA VERONICA JARQUE3 | 8366 VIA SONOMA UNIT E LA JOLLA, CA 92037 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $115 | $45 | $160 | 0.70% |
| BARBARA J LAKE3 | 226 N HIGH ST MORRISTOWN, IN 46161 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $83 | $5 | $88 | 0.38% |
| MONICA M DEAN3 | 8340 ROYAL TROON DRIVE DULUTH, GA 30097 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $84 | $0 | $84 | 0.37% |
| DANIEL HALL3 | P.O. BOX 567081 ATLANTA, GA 31156 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $74 | $6 | $80 | 0.35% |
| CAROL PURDY FIELDS3 | 204 POTOMAC COURT WOODSTOCK, GA 30188 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $51 | $26 | $77 | 0.34% |
| KAREN BOHLER3 | 12810 PRIMROSE LANE EDED PRAIRIE, MN 55344 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $36 | $13 | $49 | 0.21% |
| KURT LOREN UNGLAUB3 | 221 WARREN AVE THOMASVILLE, GA 31792 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | $17 | $31 | 0.14% |
| NORTH FLORIDA BROKER SOLUTIONS LLC3 Filed as: NORTH FLORIDAS BROKER SOLUTIONS LLC | 1550 HARRINGTON PARK DRIVE JACKSONVILLE, FL 32225 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $16 | $12 | $28 | 0.12% |
| WILLIAM BENJAMIN KIRKLAND3 | 1899 ATKINSON BLVD W PEARSON, GA 31642 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | $3 | $17 | 0.07% |
| BENEFIT COMMUNICATION SPECIALISTS3 | 37 W FAIRMONT AVE SAVANNAH, GA 31406 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | $0 | $14 | 0.06% |
| ANNALIESE CLARK3 | 1336 HIDEAWAY DR S SAINT JOHNS, FL 32259 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | $3 | $14 | 0.06% |
| FRANK SWINGLE & ASSOCIATES, INC3 Filed as: FRANK HARDEMAN | FRANK HARDEMAN III AGENCY SAVANNAH, GA 31410 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $13 | $0 | $13 | 0.06% |
| MARVETTA DELANE FIELDS3 | 1751 WEDGEWOOD DR. STONE MOUNTAIN, VA 30088 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | $0 | $9 | 0.04% |
| JEFFREY D BRINDLE3 | 10811 LAKEVIEW DRIVE CARMEL, IN 46033 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | $2 | $8 | 0.03% |
| CARIE DEANNE CHANEY3 | 37 W FAIRMONT AVE SAVANNAH, GA 31406 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | $0 | $7 | 0.03% |
| JAKORP INC3 | 1524 WINESPRING CT SAN DIEGO, CA 92127 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | $2 | $7 | 0.03% |
| MICHAEL C WALKER3 Filed as: MICHAEL J MINNEY | PO BOX 365 POWAY, CA 92074 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | $2 | $7 | 0.03% |
| MARC A GROVE3 | 25900 AUTUMN WAY ROGERS, MN 55374 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $4 | $7 | 0.03% |
| ALYSON MARIE MCMAHON3 | 2127 GRASSY BASIN CT JACKSONVILLE, FL 32224 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $2 | $4 | 0.02% |
| ADVANCED BENEFIT SYSTEM INC3 | 1301 GERVAIS STREET COLUMBIA, SC 29201 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $0 | $2 | 0.01% |
| WILLIAM T MILLER3 | 2908 OTRANTO ROAD NORTH CHARLESTON, SC 29406 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $0 | $2 | 0.01% |
| NATOSIA VENUS MCNAIR3 | 9005 DANWOOD MANOR TERRACE RICHMOND, VA 23227 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $0 | $0 | $0 | 0.00% |
| TRAVIS R BURT3 | 5000 THURMOND MALL COLUMBIA, SC 29201 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $0 | $0 | $0 | 0.00% |
| MARK C FREEMAN3 | 454 YOUNG'S MILL LANE NEWPORT NEWS, VA 23602 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $0 | $0 | $0 | 0.00% |
| MICHELLE J HALLER3 | 913 HUNTINGTON WAY JORDAN, MN 55352 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $0 | $0 | $0 | 0.00% |
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 | 714 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 716 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS AND BLUE SHIELD HEALTHCARE PLAN OF GA | 1,274 | $2.7M |
| Dental | BLUE CROSS AND BLUE SHIELD OF GEORGIA, INC. | 677 | $149K |
| Vision | BLUE CROSS AND BLUE SHIELD HEALTHCARE PLAN OF GA | 1,274 | $2.7M |
| Life insurance | GREATER GEORGIA LIFE INSURANCE CO. | 322 | $263K |
| Short-term disability | GREATER GEORGIA LIFE INSURANCE CO. | 322 | $263K |
| Long-term disability | GREATER GEORGIA LIFE INSURANCE CO. | 322 | $263K |
| Other(3 contracts, 2 carriers) | GREATER GEORGIA LIFE INSURANCE CO. | 400 | $366K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,274 | — |
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.
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.