| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| FLEXVISION - MD3 | 15400 CALHOUN DR. ROCKVILLE, MD 20855 | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | $4K | — | $4K | 1.95% |
| AON CONSULTING INC3 Filed as: AON RISK SERVICES NORTHEAST, INC. | PO BOX 7505 FORT WASHIGNTON, PA 19034 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $3K | $22 | $3K | 2.35% |
| PLANSOURCE BENEFIT ADMINISTRATION3 | PO BOX 1313 ORLANDO, FL 32802 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $1K | — | $1K | 1.00% |
| HODGES-MACE BENEFITS GRP INC3 Filed as: HODGES-MACE BENEFITS GRP | 3350 RIVERWOOD PARKWAY 80 ATLANTA, GA 30339 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $11 | — | $11 | 0.01% |
| CHARLES D. BLOCK3 | 648 VILLAGE PARK DR. UNIT 208 WILMINGTON, NC 28405 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $364 | — | $364 | 1.31% |
| PAUL ALAN SCHNELL3 | 340 MADISON AVE FL 21 NEW YORK, NY 10173 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $364 | — | $364 | 1.31% |
| AON CONSULTING INC3 Filed as: AON RISK SERVICES NORTHEAST, INC | PO BOX 7505 FORT WASHIGNTON, PA 19034 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $265 | $24 | $289 | 1.04% |
| PLANSOURCE BENEFIT ADMINISTRATION3 | PO BOX 1313 ORLANDO, FL 32802 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $278 | — | $278 | 1.00% |
| HODGES-MACE BENEFITS GRP INC3 Filed as: HODGES-MACE BENEFITS GRP | 3350 RIVERWOOD PKWY STE 80 ATLANTA, GA 30339 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $117 | — | $117 | 0.42% |
| HODGES-MACE BENEFITS GRP INC3 Filed as: HODGES-MACE BENEFITS GRP | 3350 RIVERWOOD PARKWAY SUITE 80 ATLANTA, GA 30339 | FIRST UNUM LIFE INSURANCE COMPANY | $167 | — | $167 | 5.02% |
| PLANSOURCE BENEFITS ADMINISTRATION3 | PO BOX 1313 ORLANDO, FL 32802 | FIRST UNUM LIFE INSURANCE COMPANY | $33 | — | $33 | 0.99% |
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 | 2,817 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 8 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,825 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN INC. | 792 | $6.0M |
| Dental | DELTA DENTAL OF OHIO | 4,325 | $1.7M |
| Vision | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | 3,713 | $206K |
| Life insurance(3 contracts, 3 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 3,407 | $1.9M |
| Short-term disability(2 contracts, 2 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 3,407 | $1.9M |
| Long-term disability | UNITEDHEALTHCARE INSURANCE COMPANY | 3,407 | $1.9M |
| Other(4 contracts, 4 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 3,407 | $8.0M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,325 | — |
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 comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.