| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY | 11330 LAKEFIELD DRIVE SUITE 100 JOHNS CREEK, GA 30097 | UNITED OF OMAHA LIFE INSURANCE COMPANY (VL) | $7K | $3K | $10K | 13.97% |
| WEB BENEFITS DESIGN CORPORATION5 Filed as: WEB BENEFITS DESIGN | 4725 W SAND LAKE ROAD SUITE 300 ORLANDO, FL 32819 | UNITED OF OMAHA LIFE INSURANCE COMPANY (VL) | — | $4K | $4K | 5.00% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 70 WEST POINT, GA 31833 | CONTINENTAL AMERICAN INSURANCE COMPANY | $46K | — | $46K | 68.73% |
| JOHN E CARTER III3 | 7310 N LAKE DRIVE SUITE B COLUMBUS, GA 31909 | CONTINENTAL AMERICAN INSURANCE COMPANY | $20 | — | $20 | 0.03% |
| FRANK GRIFFIN JR3 | 8601 GARRETT ROAD MIDLAND, GA 31820 | CONTINENTAL AMERICAN INSURANCE COMPANY | $14 | — | $14 | 0.02% |
| MATHIS BENEFIT SERVICES LLC3 | 7310 N LAKE DRIVE COLUMBUS, GA 31909 | CONTINENTAL AMERICAN INSURANCE COMPANY | $6 | — | $6 | 0.01% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY | 11330 LAKEFIELD DRIVE SUITE 100 JOHNS CREEK, GA 30097 | UNITED OF OMAHA LIFE INSURANCE COMPANY (STD) | $6K | $913 | $7K | 11.52% |
| WEB BENEFITS DESIGN CORPORATION5 Filed as: WEB BENEFITS DESIGN | 4725 W SAND LAKE ROAD SUITE 300 ORLANDO, FL 32819 | UNITED OF OMAHA LIFE INSURANCE COMPANY (STD) | — | $3K | $3K | 5.00% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY | 11330 LAKEFIELD DRIVE SUITE 100 JOHNS CREEK, GA 30097 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $2K | $5K | 16.69% |
| WEB BENEFITS DESIGN CORPORATION5 Filed as: WEB BENEFITS DESIGN | 4725 W SAND LAKE ROAD SUITE 300 ORLANDO, FL 32819 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $2K | $2K | 5.00% |
| HODGES-MACE LLC5 | 5775-D GLENRIDGE DRIVE NE SUITE 350 ATLANTA, GA 30328 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | — | $0 | 0.00% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY | 11330 LAKEFIELD DRIVE SUITE 100 JOHNS CREEK, GA 30097 | UNITED OF OMAHA LIFE INSURANCE COMPANY (LIFE) | $2K | $2K | $3K | 17.90% |
| WEB BENEFITS DESIGN CORPORATION5 Filed as: WEB BENEFITS DESIGN | 4725 W SAND LAKE ROAD SUITE 300 ORLANDO, FL 32819 | UNITED OF OMAHA LIFE INSURANCE COMPANY (LIFE) | — | $972 | $972 | 5.00% |
| UNITED OF OMAHA LIFE INSURANCE CO3 Filed as: UNITED OF OMOHA LIFE INSURANCE CO | MUTUAL OF OMOHA PLAZA OMAHA, NE 68175 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $6K | $6K | — |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY | 11330 LAKEFIELD DR SUITE 100 JOHNS CREEK, GA 30097 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $602 | $602 | — |
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 | 335 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 335 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY (LIFE) | 335 | $19K |
| Short-term disability(2 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY (STD) | 279 | $60K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 254 | $32K |
| Other(3 contracts, 3 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY (VL) | 335 | $160K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 335 | — |
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.