| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| TBX BENEFIT PARTNERS3 | SIX CONCOURSE PARKWAY SUITE 2750 ATLANTA, GA 30328 | LINCOLN LIFE ASSURANCE COMPANY OF BOSTON | $450K | — | $450K | 6.00% |
| TBX BENEFIT PARTNERS3 | SIX CONCOURSE PKWY STE 2750 ATLANTA, GA 30328 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $128K | — | $128K | 7.00% |
| TBX BENEFIT PARTNERS3 | SIX CONCOURSE PKWY STE 2750 ATLANTA, GA 30328 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $120K | — | $120K | 15.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | 1125 SANCTUARY PARKWAY SUITE 300 ALPHARETTA, GA 30009 | STANDARD INSURANCE COMPANY | $6K | — | $6K | 9.11% |
| TBX BENEFIT PARTNERS3 | SIX CONCOURSE PKWY STE 2750 ATLANTA, GA 30328 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2K | — | $2K | 7.00% |
| 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 | $60 | — | $60 | 6.95% |
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 | 14,331 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 691 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 15,022 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts) | VANTAGE HEALTH PLAN, INC. | 1,493 | $14.1M |
| Vision | BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC. | 23,963 | $2.5M |
| Life insurance(2 contracts, 2 carriers) | LINCOLN LIFE ASSURANCE COMPANY OF BOSTON | 15,047 | $7.6M |
| Long-term disability(2 contracts) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 9,743 | $2.6M |
| Stop-loss / reinsurancereinsurance | BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC. | 23,963 | $2.5M |
| Other(4 contracts, 4 carriers) | MAGELLAN HEALTHCARE | 14,331 | $328K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 23,963 | — |
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.