| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HODGES-MACE BENEFITS GRP INC3 Filed as: HODGES-MACE BENEFITS GROUP | 3350 RIVERWAY PWKY SUITE 80 ATLANTA, GA 30339 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $719K | $78K | $797K | 18.54% |
| BENEFIT COMMUNICATIONS INC3 Filed as: BENEFIT COMMUNICATIONS INC. | 2977 SIDCO DR NASHVILLE, TN 37204 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $887 | -$2 | $885 | 0.02% |
| EMPLOYER ADVOCATES LLC3 | 4801 GAILLARDIA PARKWAY SUITE 200 OKLAHOMA CITY, OK 73142 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $0 | $30K | $30K | 0.75% |
| EMPLOYER ADVOCATES LLC3 Filed as: EMPLOYER ADVOATES LLC | 4801 GAILLARDIA PARKWAY SUITE 200 OKLAHOMA CITY, OK 73142 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $89K | $7K | $96K | 9.86% |
| EMPLOYER ADVOCATES LLC3 Filed as: EMPLOYER ADVOCATES | P.O. BOX 269031 OKLAHOMA CITY, OK 73126 | VISION SERVICE PLAN | $29K | $0 | $29K | 5.03% |
| HODGES-MACE BENEFITS GRP INC3 Filed as: HODGES-MACE BENEFITS GRP INC. | 3350 RIVERWOOD PARKWAY SUITE 80 ATLANTA, GA 30339 | UNUM INSURANCE COMPANY | $107K | $15K | $122K | 21.68% |
| HAROLD PINSON4 | 14591 COUNTY ROAD 3588 ADA, OK 74820 | PRE-PAID LEGAL SERVICES INC. DBA LEGAL SHIELD | $18K | $0 | $18K | 9.21% |
| INTEGRATED SI CORP INC4 | 1616 NORWOOD PLACE NICHOLS HILLS, OK 73120 | PRE-PAID LEGAL SERVICES INC. DBA LEGAL SHIELD | $14K | $0 | $14K | 6.84% |
| BETH BELL4 | 8137 E 1225 WETUMKA, OK 74883 | PRE-PAID LEGAL SERVICES INC. DBA LEGAL SHIELD | $12K | $0 | $12K | 6.09% |
| MARILYN M THOMPSON FAMILY TRUST4 | 6218 STONEHILL DR DALLAS, TX 75254 | PRE-PAID LEGAL SERVICES INC. DBA LEGAL SHIELD | $594 | $0 | $594 | 0.30% |
| MOORE SUCCESS INC3 | 56 LAKEVIEW DRIVE DURANT, OH 74701 | PRE-PAID LEGAL SERVICES INC. DBA LEGAL SHIELD | $21 | $0 | $21 | 0.01% |
| HODGES-MACE BENEFITS GRP INC3 Filed as: HODGES-MACE BENEFITS GROUP INC. | 3350 RIVERWOOD PARKWAY SUITE 80 ATLANTA, GA 30339 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $12K | $2K | $14K | 15.59% |
| EMPLOYER ADVOCATES LLC3 | P.O. BOX 269031 OKLAHOMA CITY, OK 73126 | VISION SERVICE PLAN | $2K | $0 | $2K | 238.14% |
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 | 9,820 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 15 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 9,835 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL | 4,644 | $2.4M |
| Vision(2 contracts) | VISION SERVICE PLAN | 3,497 | $572K |
| Life insurance(2 contracts) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 6,313 | $4.9M |
| Short-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 160 | $91K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 6,313 | $3.9M |
| Other(5 contracts, 3 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 11,954 | $10.0M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 11,954 | — |
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.