| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 | 870 S PLEASANTBURG DRIVE GREENVILLE, SC 29607 | METROPOLITAN LIFE INSURANCE COMPANY | $24K | $42 | $24K | 11.16% |
| PLANSOURCE BENEFITS ADMINISTRATION3 Filed as: PLANSOURCE BENEFITS ADMIN INC | 101 S GARLAND AVE STE 203 ORLANDO, FL 32801 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $6K | $6K | 2.79% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN | 250 PEHLE AVENUE PARK 80 PLAZA 2 SUITE 400 SADDLE BROOK, NJ 07663 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $2K | $2K | 1.14% |
| MARSH & MCLENNAN AGENCY LLC3 | 870 S PLEASANTBURG DRIVE GREENVILLE, SC 29607 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $5K | $273 | $5K | 23.54% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 9375 GREENSBORO, NC 27429 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $8 | $0 | $8 | 0.04% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH USA INC (DE) | 870 SOUTH PLEASANTBURG DR GREENVILLE, SC 29607 | METLIFE LEGAL PLANS | $850 | $0 | $850 | 10.36% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH USA INC | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | METLIFE LEGAL PLANS | $0 | $134 | $134 | 1.63% |
| MARSH & MCLENNAN AGENCY LLC3 | 870 S PLEASANTBURG DRIVE GREENVILLE, SC 29607 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $3K | $236 | $4K | 45.64% |
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 | 147 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 149 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE COMPANY | 215 | $1.0M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 252 | $216K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 252 | $216K |
| Life insurance(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 252 | $237K |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 252 | $216K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 252 | $216K |
| Other(5 contracts, 5 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 252 | $253K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 252 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.