| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MJ INSURANCE3 Filed as: HUTCHINSON-TRAYLOR INSUANCE AGENCY | PO BOX 1049 LAGRANGE, GA 302410019 | METROPOLITAN LIFE INSURANCE COMPANY | $6K | $0 | $6K | 5.33% |
| GIS BENEFITS INC3 | 422 WAUPONSEE ST MORRIS, IL 604502215 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $0 | $2K | 1.84% |
| ENROLLEASE3 Filed as: NORTHWESTERN BENEFIT ONEDIGITAL | 3333 RIVERWOOD PARKWAY SUITE 400 ATLANTA, GA 30339 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | $0 | $1K | 1.21% |
| MARILYNN DECKER3 | 5173 JOHN HAGAR RD HERMITAGE, TN 37076 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $729 | $80 | $809 | 6.73% |
| DENNIS E TRAYWICK3 | 4701 TROUSDALE DR NASHVILLE, TN 37202 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $377 | $112 | $489 | 4.07% |
| VXTRA PARTNERS3 Filed as: VXTRA PARTNERS LLC | 2700 CUMBERLAND PKWY ATLANTA, GA 30339 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $360 | $0 | $360 | 3.00% |
| BENEFIT ENROLLMENT SERVICES INC3 | 4701 TROUSDALE DRIVE NASHVILLE, TN 37220 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $197 | $52 | $249 | 2.07% |
| HUTCHINSON-TRAYLOR AGENCY3 Filed as: HUTCHINSON-TRAYLOR INSURANCE AGENCY | PO BOX 1049 LAGRANGE, GA 30241 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $230 | $0 | $230 | 1.91% |
| KENNETH SLEDGE3 | 2100 WEST END AVE NASHVILLE, TN 37203 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $29 | $0 | $29 | 0.24% |
| JAMES ALLEN3 | PO BOX 5313 COLUMBUS, GA 31906 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15 | $0 | $15 | 0.12% |
| DAVID EVANS3 | 2711 YORK CT SOUTHLAKE, TX 76092 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | $0 | $4 | 0.03% |
| TED BENNETT3 | 1830 DESTINY LANE BOWLING GREEN, KY 42104 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $0 | $3 | 0.02% |
| MARK HOLLAND3 | PO BOX 38366 GERMANTOWN, TN 38183 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $0 | $2 | 0.02% |
| THOMAS WALLACE JR3 | 57 WYN OAK DRIVE NASHVILLE, TN 37220 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.01% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| VXTRA PARTNERS EIN 02-0677823 BROKER | Insurance agents and brokers Service code 22 | — | $50K |
| ALLIED BENEFIT SYSTEMS INC, EIN 36-3086057 TPA | Contract Administrator Service code 13 | — | $15K |
| AETNA LIFE INSURANCE COMPANY EIN 06-6033492 SERVICE PROVIDER | Insurance services Service code 23 | — | $12K |
| HUTCHINSON TRAYLOR INSURANCE EIN 58-0297410 BROKER | Insurance agents and brokers Service code 22 | — | $2K |
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 | 78 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 78 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 78 | $112K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 78 | $112K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 78 | $112K |
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE COMPANY | 60 | $171K |
| Other | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 19 | $12K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 78 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.