| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE PRIESTLEY COMPANY3 Filed as: THE PRIESTLEY COMPANY INC | 3500 BLUE LAKE DRIVE, SUITE 280 VESTAVIA, AL 35243 | AXIS INSURANCE CO. | $32K | — | $32K | 12.73% |
| LAKESHORE BENEFIT ALLIANCE LLC3 Filed as: LAKESHORE BENEFIT ALLIANCE | 700 - 37 STREET SOUTH BIRMINGHAM, AL 35222 | AXIS INSURANCE CO. | $15K | — | $15K | 5.88% |
| ACI5 Filed as: ACI ADMINISTRATIVE CONCEPTS, INC. | 400 CAMPUS DRIVE, SUITE 300 COLLEGEVILLE, PA 19426 | AXIS INSURANCE CO. | $14K | — | $14K | 5.58% |
| SURETY MARKETING3 | 246 RIVER OAK DR. MT. PLEASANT, SC 29464 | AXIS INSURANCE CO. | $12K | — | $12K | 4.90% |
| LBA SERVICE LLC3 Filed as: LBA SERVICE | 700 - 37 STREET SOUTH BIRMINGHAM, AL 35222 | AXIS INSURANCE CO. | $2K | — | $2K | 0.98% |
| BENEFITS FOR EVERYONE3 Filed as: BENEFITS FOR EVERYONE LLC | 700 - 37TH STREET SOUTH BIRMINGHAM, AL 35222 | AXIS INSURANCE CO. | $2K | — | $2K | 0.77% |
| COTERIE ADVISORY GROUP3 Filed as: COTERIE MD LIVE | — | AXIS INSURANCE CO. | $1K | — | $1K | 0.51% |
| JASPER & CO (COBRA)3 | P.O. BOX 3218 ANNAPOLIS, MD 21403 | AXIS INSURANCE CO. | $232 | — | $232 | 0.09% |
| THE PRIESTLEY COMPANY3 | 3500 BLUE LAKE DRIVE, SUITE 280 BIRMINGHAM, AL 35243 | NATIONAL GUARDIAN LIFE INSURANCE COMPANY | $9K | — | $9K | 10.00% |
| AMERICOMP BENEFITS5 | P.O. BOX 4319 COLUMBUS, GA 31914 | AMERICOMP BENEFITS | — | $2K | $2K | 2.83% |
| THE PRIESTLEY COMPANY3 | 3500 BLUE LAKE DRIVE, SUITE 280 BIRMINGHAM, AL 35243 | CANOPY INSURANCE CORP | $2K | — | $2K | 10.00% |
| THE PRIESTLEY COMPANY3 | 3500 BLUE LAKE DRIVE, SUITE 280 BIRMINGHAM, AL 35243 | CANOPY INSURANCE CORP | $477 | — | $477 | 10.00% |
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 | 117 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 117 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | BLUE CROSS AND BLUE SHIELD OF ALABAMA | 247 | $1.2M |
| Dental(2 contracts, 2 carriers) | NATIONAL GUARDIAN LIFE INSURANCE COMPANY | 321 | $111K |
| Vision(2 contracts, 2 carriers) | NATIONAL GUARDIAN LIFE INSURANCE COMPANY | 321 | $96K |
| Prescription drug | BLUE CROSS AND BLUE SHIELD OF ALABAMA | 247 | $921K |
| Other(2 contracts, 2 carriers) | BLUE CROSS AND BLUE SHIELD OF ALABAMA | 247 | $1.0M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 321 | — |
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.