| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS ROAD SUITE 800 CONCORD, CA 945207924 | METROPOLITAN LIFE INSURANCE COMPANY | — | $44K | $44K | 2.17% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 5909 PEACHTREE DUNWOODY RD STE 800 ATLANTA, GA 303288103 | METROPOLITAN LIFE INSURANCE COMPANY | — | $52 | $52 | 0.00% |
| EDGWOOD PARTNERS INSURANCE CENTER3 | 425 CALIFORNIA STREET 24TH FLOOR SAN FRANCISCO, CA 94104 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $5K | $5K | 0.62% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS ROAD SUITE 800 CONCORD, CA 94520 | METROPOLITAN LIFE INSURANCE COMPANY | — | $13K | $13K | 2.02% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 5909 PEACHTREE DUNWOODY RD STE 800 ATLANTA, GA 303288103 | METROPOLITAN LIFE INSURANCE COMPANY | — | $52 | $52 | 0.01% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 5909 PEACHTREE DUNWOODY ROAD SUITE 800 ATLANTA, GA 30328 | FEDERAL INSURANCE COMPANY | $52K | — | $52K | 15.00% |
| REUBEN WARNER ASSOCIATES, INC.3 | 1655 RICHAMOND AVENUE STATEN ISLAND, NY 10314 | FEDERAL INSURANCE COMPANY | $52K | — | $52K | 15.00% |
| REUBEN WARNER ASSOCIATES, INC.3 | 1655 RICHMOND AVENUE STATEN ISLAND, NY 10314 | FEDERAL INSURANCE COMPANY | $3K | — | $3K | 20.00% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 5909 PEACHTREE DUNWOODY ROAD SUITE 800 ATLANTA, GA 30328 | FEDERAL INSURANCE COMPANY | $3K | — | $3K | 15.00% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER H&B ADMINISTRATION LLC | P.O. BOX 850502 MINNEAPOLIS, MN 55485 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $1K | — | $1K | 9.32% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 5909 PEACHTREE DUNWOODY ROAD SUITE 800 ATLANTA, GA 30328 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $48 | — | $48 | 0.34% |
| DOMINIUM BENEFITS, LLC3 | 3500 LENOX ROAD SUITE 1600 ATLANTA, GA 30326 | CONTINENTAL AMERICAN INSURANCE COMPANY | $24 | — | $24 | 9.88% |
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 | 4,211 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 4,211 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | CONTINENTAL AMERICAN INSURANCE COMPANY | 0 | $243 |
| Vision | UNITEDHEALTHCARE INSURANCE COMPANY | 3,404 | $573K |
| Life insurance(2 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 9,840 | $2.7M |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 7,433 | $805K |
| Stop-loss / reinsurancereinsurance | ANTHEM HEALTH PLANS OF VIRGINIA | 11,294 | $419K |
| Other(4 contracts, 3 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 9,840 | $2.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 11,294 | — |
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."
No prospect flags tripped on this filing.