| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 | 1420 5TH AVENUE, SUITE 1500 SEATTLE, WA 98101 | SUN LIFE ASSURANCE COMPANY OF CANADA | $263K | $21K | $284K | 17.76% |
| HODGES-MACE BENEFITS GRP INC3 Filed as: HODGES-MACE BENEFITS GROUP | 3350 RIVERWOOD PARKWAY 80 SUITE 500 ATLANTA, GA 30328 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $69K | $0 | $69K | 15.75% |
| HODGES-MACE BENEFITS GRP INC3 Filed as: HODGES-MACE BENEFITS GROUP | 5775 EAST GLENRIDGE DRIVE SUITE 3500 ATLANTA, GA 30328 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $0 | $7K | $7K | 1.71% |
| GREGORY JAMES HODGES3 Filed as: GREGORY HODGES | 5775 EAST GLENRIDGE DRIVE SUITE 3500 ATLANTA, GA 30328 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $28 | $0 | $28 | 0.01% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1420 5TH AVENUE, SUITE 1500 SEATTLE, WA 98101 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $15 | $0 | $15 | 0.00% |
| HODGES-MACE BENEFITS GRP INC3 Filed as: HODGES-MACE BENEFITS GROUP | 5775 EAST GLENRIDGE DRIVE SUITE 3500 ATLANTA, GA 30328 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $16K | $3K | $19K | 8.87% |
| HODGES-MACE BENEFITS GRP INC3 Filed as: HODGES-MACE BENEFITS GROUP | 3350 RIVERWOOD PARKWAY 80 SUITE 500 ATLANTA, GA 30328 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $12K | $0 | $12K | 5.44% |
| GREGORY JAMES HODGES3 Filed as: GREGORY HODGES | 5775 EAST GLENRIDGE DRIVE SUITE 3500 ATLANTA, GA 30328 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $0 | $2K | 1.03% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1420 5TH AVENUE, SUITE 1500 SEATTLE, WA 98101 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $0 | $1K | 0.67% |
| HODGES-MACE BENEFITS GRP INC3 Filed as: HODGES-MACE BENEFITS GROUP | 3350 RIVERWOOD PARKWAY 80 SUITE 500 ATLANTA, GA 30328 | FIRST UNUM LIFE INSURANCE COMPANY | $95 | $0 | $95 | 84.82% |
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 | 3,808 | 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) | 3,808 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(3 contracts, 3 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 3,808 | $1.8M |
| Short-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 3,808 | $1.6M |
| Long-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 3,808 | $1.6M |
| Other(2 contracts, 2 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 3,808 | $2.0M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,808 | — |
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.