| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON SOUTHEAST INC | 26 CENTURY BLVD. NASHVILLE, TN 606733723 | DELTA DENTAL OF TENNESSEE | $14K | $0 | $14K | 2.51% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON SOUTHEAST INC | 29982 NETWORK PL CHICAGO, IL 60673 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $23K | $0 | $23K | 5.58% |
| ALAN J ZUCCARI INC3 | 4100 MONUMENT CORNER DR #500 FAIRFAX, VA 22030 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $18K | $0 | $18K | 4.42% |
| HODGES-MACE LLC3 Filed as: HODGES- MACE LLC | 5775 E GLENRIDGE DR #500 ATLANTA, GA 30328 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $8K | $8K | 2.00% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON MIDWEST INC | 233 S WACKER DR STE 1800 CHICAGO, IL 60606 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $5K | $5K | 1.25% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON SOUTHEAST INC | 29982 NETWORK PL CHICAGO, IL 60673 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $14K | $0 | $14K | 5.59% |
| ALAN J ZUCCARI INC3 | 4100 MONUMENT CORNER DR #500 FAIRFAX, VA 22030 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $11K | $0 | $11K | 4.41% |
| HODGES-MACE LLC3 Filed as: HODGES- MACE LLC | 5775 E GLENRIDGE DR #500 ATLANTA, GA 30328 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $5K | $5K | 2.00% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON MIDWEST INC | 233 S WACKER DR STE 1800 CHICAGO, IL 60606 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $3K | $3K | 1.24% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON SOUTHEAST INC | 29982 NETWORK PL CHICAGO, IL 60673 | HARTFORD LIFE AND ACCIDENT | $59K | $0 | $59K | 22.94% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON SOUTHEAST INC | 801 S FIGUEROA STREET SUITE 800 LOS ANGELES, CA 90017 | HARTFORD LIFE AND ACCIDENT | $0 | $3K | $3K | 1.22% |
| ALAN J ZUCCARI INC3 | 4100 MONUMENT CORNER DR #500 FAIRFAX, VA 22030 | HARTFORD LIFE AND ACCIDENT | $553 | $0 | $553 | 0.22% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON SOUTHEAST INC | 29982 NETWORK PL CHICAGO, IL 60673 | METROPOLITAN LIFE INSURANCE COMPANY | $8K | $0 | $8K | 4.36% |
| DBA HAMILTON INSURANCE AGENCY3 | 4100 MONUMENT CORNER DR #500 FAIRFAX, VA 22030 | METROPOLITAN LIFE INSURANCE COMPANY | $4K | $0 | $4K | 2.40% |
| HODGES-MACE LLC3 | 5775 E GLENRIDGE DR # 500 ATLANTA, GA 30328 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $37K | $3K | $40K | 24.68% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON SOUTHEAST INC | 29982 NETWORK PL CHICAGO, IL 60673 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $8K | $0 | $8K | 4.91% |
| ALAN J ZUCCARI INC3 Filed as: ALAN J ZUCCARI INC T/A HAMILTON INS | 4100 MONUMENT CORNER DR #500 FAIRFAX, VA 22030 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $4K | $0 | $4K | 2.65% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON MIDWEST INC | 233 SOUTH WACKER STE 1895 CHICAGO, IL 60606 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $2K | $2K | 1.37% |
| HODGES-MACE LLC3 | 5775 E GLENRIDGE DR # 500 ATLANTA, GA 30328 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $22K | $2K | $24K | 22.18% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON SOUTHEAST INC | 29982 NETWORK PL CHICAGO, IL 60673 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $5K | $0 | $5K | 4.47% |
| ALAN J ZUCCARI INC3 Filed as: ALAN J ZUCCARI INC T/A HAMILTON INS | 4100 MONUMENT CORNER DR #500 FAIRFAX, VA 22030 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | $0 | $3K | 2.28% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON MIDWEST INC | 233 SOUTH WACKER STE 1895 CHICAGO, IL 60606 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $2K | $2K | 1.41% |
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 | 2,507 | 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) | 2,507 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL OF TENNESSEE | 2,108 | $545K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 2,631 | $176K |
| Life insurance | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 2,496 | $410K |
| Other(5 contracts, 2 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 2,496 | $1.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,631 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.