| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 | 1420 5TH AVENUE 15TH FLOOR SEATTLE, WA 98101 | SUN LIFE ASSURANCE COMPANY OF CANADA | $178K | $0 | $178K | 16.12% |
| ALLIANT INSURANCE SERVICES, INC.3 | 5444 WESTHEIMER ROAD SUITE 900 HOUSTON, TX 77056 | SUN LIFE ASSURANCE COMPANY OF CANADA | $0 | $21K | $21K | 1.89% |
| PETER J MACE3 Filed as: PETER J. MACE | 5775 EAST GLENRIDGE DRIVE SUITE 500 ATLANTA, GA 30328 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $94K | $0 | $94K | 26.32% |
| HODGES-MACE BENEFITS GRP INC3 Filed as: HODGES-MACE BENEFITS GROUP, INC. | 5775 EAST GLENRIDGE DRIVE SUITE 500 ATLANTA, GA 30328 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $0 | $15K | $15K | 4.18% |
| GREGORY JAMES HODGES3 | 5775 EAST GLENRIDGE DRIVE SUITE 500 ATLANTA, GA 30328 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $8K | $0 | $8K | 2.14% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1420 5TH AVENUE, SUITE 1500 SEATTLE, WA 98101 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $4K | $0 | $4K | 1.16% |
| PETER J MACE3 Filed as: PETER J. MACE | 5775 EAST GLENRIDGE DRIVE SUITE 500 ATLANTA, GA 30328 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $43K | $0 | $43K | 20.36% |
| HODGES-MACE BENEFITS GRP INC3 Filed as: HODGES-MACE BENEFITS GROUP, INC. | 5775 EAST GLENRIDGE DRIVE SUITE 500 ATLANTA, GA 30328 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $14K | $6K | $20K | 9.43% |
| GREGORY JAMES HODGES3 | 5775 EAST GLENRIDGE DRIVE SUITE 500 ATLANTA, GA 30328 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $3K | $0 | $3K | 1.58% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1420 5TH AVENUE, SUITE 1500 SEATTLE, WA 98101 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $0 | $2K | 1.03% |
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 | 3,872 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 3,872 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | VISION SERVICE PLAN | 1,852 | $152K |
| Life insurance(2 contracts, 2 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 3,872 | $1.3M |
| Short-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 3,872 | $1.1M |
| Long-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 3,872 | $1.1M |
| Other(2 contracts, 2 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 3,872 | $1.5M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,872 | — |
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 compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.