| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| FBP INSURANCE SERVICES3 | 130 THEORY STREET, SUITE 200 IRVINE, CA 92617 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $30K | $30K | 6.39% |
| FBP INSURANCE SERVICES3 | 130 THEORY STREET, SUITE 200 IRVINE, CA 92617 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $31K | $31K | 7.17% |
| MACE, PETER, J3 | 5775 D GLENRIDGE DR, STE 350 ATLANTA, GA 30328 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $34K | — | $34K | 9.18% |
| F.B.P. INSURANCE SERVICES, LLC3 | 414 GALLIMORE DAIRY ROAD, STE F GREENSBORO, NC 27409 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $2K | — | $2K | 0.57% |
| HODGES-MACE BENEFITS GRP INC3 | 5775-D GLENRIDGE DR NE, STE 350 ATLANTA, GA 30328 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $2K | $2K | 0.56% |
| MACE, PETER, J3 | 5775 D GLENRIDGE DR, STE 350 ATLANTA, GA 30328 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $26K | — | $26K | 7.95% |
| HODGES-MACE BENEFITS GRP INC3 | 5775-D GLENRIDGE DR NE, STE 350 ATLANTA, GA 30328 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $4K | -$200 | $4K | 1.10% |
| F.B.P. INSURANCE SERVICES, LLC3 | 414 GALLIMORE DARY ROAD, STE F GREENSBORO, NC 27409 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $946 | — | $946 | 0.29% |
| HODGES, GREGORY, JAMES3 | 5775 D GLENRIDGE DR, STE 350 ATLANTA, GA 30328 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $236 | — | $236 | 0.07% |
| FBP INSURANCE SERVICES3 | 130 THEORY STREET, SUITE 200 IRVINE, CA 92617 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $2K | $2K | 7.09% |
| FBP INSURANCE SERVICES3 | 130 THEORY STREET, SUITE 200 IRVINE, CA 92617 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | -$238 | -$238 | — |
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 | 2,497 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 8 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,505 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 560 | $3.4M |
| Vision | VISION SERVICE PLAN | 1,703 | $345K |
| Life insurance(2 contracts, 2 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 1,961 | $752K |
| Short-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 2,488 | $0 |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 2,489 | $476K |
| Other(2 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 2,497 | $395K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,497 | — |
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.