| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ENROLLEASE3 Filed as: ONEDIGITAL | 200 GALLERIA PARKWAY SUITE 1950 ATLANTA, GA 30339 | AETNA LIFE INSURANCE COMPANY | $6K | — | $6K | 0.35% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: NORTHWESTERN BENEFIT CORP OF GA | 3333 RIVERWOOD PARKWAY SUITE 400 ATLANTA, GA 30339 | AETNA LIFE INSURANCE COMPANY | $5K | — | $5K | 0.29% |
| ENROLLEASE3 Filed as: ONEDIGITAL | 200 GALLERIA PARKWAY SUITE 1950 DULUTH, GA 30339 | ONE AMERICA | $13K | — | $13K | 7.27% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: NORTHWESTERN BENEFIT CORP OF GA | 3333 RIVERWOOD PARKWAY SUITE 400 ATLANTA, GA 30339 | ONE AMERICA | $5K | — | $5K | 2.73% |
| DAVID ASBURY3 | 3333 RIVERWOOD PARKWAY SUITE 400 ATLANTA, GA 30339 | KAISER FOUNDATION HEALTH PLAN INC. | $6K | — | $6K | 5.09% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC. | 200 GALLERIA PARKWAY SUITE 1950 ATLANTA, GA 30339 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $6K | $226 | $6K | 11.43% |
| GOODRUM, PHILLIP, PORTER | 131 HILLSIDE AVENUE CHARLOTTE, NC 28209 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $2K | — | $2K | 3.39% |
| IBENEFIT COMMUNICATION LLC3 Filed as: IBENEFIT COMMUNICATION | PHILLIP GOODRUM 131 HILLSIDE AVENUE CHARLOTTE, NC 28209 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $906 | $71 | $977 | 1.89% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: NORTHWESTERN BENEFIT CORP OF GA | 3333 RIVERWOOD PARKWAY SUITE 400 ATLANTA, GA 30339 | EYEMED VISION CARE | $923 | — | $923 | 5.06% |
| ENROLLEASE3 Filed as: ONE DIGITAL | 200 GALLERIA PARKWAY SUITE 1950 ATLANTA, GA 30339 | EYEMED VISION CARE | $594 | — | $594 | 3.25% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC. | 200 GALLERIA PARKWAY SUITE 1950 ATLANTA, GA 30339 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $3K | $85 | $3K | 17.55% |
| GOODRUM, PHILLIP, PORTER3 Filed as: GOODRUM PHILLIP PORTER | 4400 PARK DRIVE CHARLOTTE, NC 28209 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $715 | $715 | 4.70% |
| ASBURY, DAVID, HARRIS3 Filed as: ASBURY, DAVID HARRIS | SUITE 1950 200 GALLERIA PARKWAY ATLANTA, GA 30339 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $321 | — | $321 | 2.11% |
| IBENEFIT COMMUNICATION LLC3 Filed as: IBENEFIT COMMUNICATION | 131 HILLSIDE AVENUE CHARLOTTE, NC 28209 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $26 | $26 | 0.17% |
| ENROLLEASE3 Filed as: ONEDIGITAL | 200 GALLERIA PARKWAY SUITE 1950 ATLANTA, GA 30339 | PRINCIPAL LIFE INSURANCE COMPANY | $323 | $59 | $382 | 12.13% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: NORTHWESTERN BENEFIT CORP OF GA | 3333 RIVERWOOD PARKWAY SUITE 400 ATLANTA, GA 30339 | PRINCIPAL LIFE INSURANCE COMPANY | $193 | $29 | $222 | 7.05% |
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 | 569 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 569 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 419 | $1.7M |
| Dental | AETNA LIFE INSURANCE COMPANY | 419 | $1.6M |
| Vision | EYEMED VISION CARE | 344 | $18K |
| Life insurance(3 contracts, 3 carriers) | ONE AMERICA | 569 | $193K |
| Short-term disability | ONE AMERICA | 569 | $175K |
| Long-term disability | ONE AMERICA | 569 | $175K |
| Other(2 contracts, 2 carriers) | ONE AMERICA | 569 | $227K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 569 | — |
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.