| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BEN EXCH. TBX BENEFIT PARTNERS3 | SIX CONCOURSE PARKWAY SUITE 2750 ATLANTA, GA 30328 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $416K | — | $416K | 5.01% |
| BENEFIT EXCH. TBX BENEFIT PARTNERS3 | SIX CONCOURSE PKWY STE 2750 ATLANTA, GA 30328 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $157K | — | $157K | 5.51% |
| BENEFIT ADVISORS SERVICES GROUP LLC3 Filed as: BENEFIT ADVISORS SERVICES GROUP | 1120 SANCTUARY PARKWAY, STE 375 ALPHARETTA, GA 30009 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $3K | $3K | 0.09% |
| TBX BENEFIT PARTNERS3 | SIX CONCOURSE PKWY STE 2750 ATLANTA, GA 30328 | NEW YORK LIFE GROUP INSURANCE CO. OF NEW YORK | $72K | — | $72K | 15.01% |
| TBX BENEFIT PARTNERS3 | SIX CONCOURSE PKWY STE 2750 ATLANTA, GA 30328 | NEW YORK LIFE GROUP INSURANCE CO. OF NEW YORK | $24K | — | $24K | 7.00% |
| TBX BENEFIT PARTNERS3 | SIX CONCOURSE PKWY STE 2750 ATLANTA, GA 30328 | NEW YORK LIFE GROUP INSURANCE CO. OF NEW YORK | $1K | — | $1K | 8.38% |
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 | 14,337 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 570 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 14,907 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts) | VANTAGE HEALTH PLAN, INC. | 1,429 | $14.0M |
| Vision | BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC. | 21,723 | $1.6M |
| Life insurance | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 16,195 | $8.3M |
| Long-term disability(3 contracts, 2 carriers) | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 10,004 | $3.7M |
| Other(4 contracts, 3 carriers) | MAGELLAN HEALTHCARE | 15,008 | $332K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 21,723 | — |
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.