| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| TBX BENEFIT PARTNERS3 | SIX CONCOURSE PARKWAY SUITE 2750 ATLANTA, GA 30328 | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | $283K | — | $283K | 7.00% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES | 2600 EASTPOINT PKWY LOUISVILLE, KY 402235151 | UNITEDHEALTHCARE INSURANCE COMPANY | $37K | — | $37K | 3.61% |
| TBX BENEFIT PARTNERS3 | SIX CONCOURSE PKWY STE 2750 ATLANTA, GA 30328 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $69K | — | $69K | 7.00% |
| TBX BENEFIT PARTNERS3 | SIX CONCOURSE PKWY STE 2750 ATLANTA, GA 30328 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $79K | — | $79K | 15.00% |
| MCGRIFF INSURANCE SERVICES INC3 | 414 GALLIMORE DAIRY RD STE F GREENSBORO, NC 27409 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $6K | — | $6K | 15.00% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MCGOHAN BARBENDER AGCY INC | 3931 S DIXIE DRIVE DAYTON, OH 45439 | COMMUNITY INSURANCE COMPANY | $2K | $76 | $2K | 5.62% |
| TBX BENEFIT PARTNERS3 | SIX CONCOURSE PKWY STE 2750 ATLANTA, GA 30328 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2K | — | $2K | 7.00% |
| C SCOTT STRUNK3 | 414 GALLIMORE DAIRY RD GR, NC 27409 | DELTA DENTAL OF INDIANA | $2K | — | $2K | 8.07% |
| MCGRIFF INSURANCE SERVICES INC3 | 414 GALLIMORE DAIRY RD STE F GREENSBORO, NC 27409 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $465 | — | $465 | 12.00% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MCGOHAN BRABENDER AGENCY | 3931 S DIXIE DR DAYTON, OH 45439 | UNION SECURITY INSURANCE COMPANY | $360 | — | $360 | 19.98% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MCGOHAN BRABENDER AGCY INC | 3931 SOUTH DIXIE DR DAYTON, OH 454392313 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $135 | $56 | $191 | 21.25% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MCGOHAN BRABENDER AGCY INC | 3931 SOUTH DIXIE DR DAYTON, OH 454392313 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $65 | $24 | $89 | 20.55% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MCGOHAN BRABENDER AGCY INC | 3931 SOUTH DIXIE DR DAYTON, OH 454392313 | EYEMED VISION CARE | $45 | — | $45 | 13.72% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MCGOHAN BRABENDER AGCY INC | 3931 SOUTH DIXIE DR DAYTON, OH 454392313 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $41 | $16 | $57 | 21.11% |
| JOHN SNELLINGS INSURANCE AGENCY INC3 Filed as: JOHN A HEARN | 6 CONCOURSE PKWY STE 2750 ATLANTA, GA 30328 | CIGNA LIFE INSURANCE CO. OF NEW YORK | $3 | — | $3 | 6.00% |
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 | 9,045 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 690 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 9,735 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(8 contracts, 3 carriers) | VANTAGE HEALTH PLAN, INC. | 1,523 | $15.5M |
| Dental | DELTA DENTAL OF INDIANA | 190 | $23K |
| Vision(2 contracts, 2 carriers) | VISION SERVICE PLAN | 6,220 | $894K |
| Life insurance(4 contracts, 3 carriers) | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | 10,595 | $4.1M |
| Short-term disability(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 181 | $42K |
| Long-term disability(3 contracts, 2 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 4,897 | $1.5M |
| Other(7 contracts, 6 carriers) | MAGELLAN HEALTHCARE | 9,647 | $219K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 10,595 | — |
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.