| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF MASSACHUSETTS, LLC | 980 WASHINGTON STREET DEDHAM, MA 02026 | TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC. | $27K | $12K | $39K | 2.40% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF MASSACHUSETTS, LLC | 980 WASHINGTON STREET DEDHAM, MA 02026 | TUFTS INSURANCE COMPANY | $4K | $2K | $5K | 1.34% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF MASSACHUSETTS | 980 WASHINGTON STREET SUITE 325 DEDHAM, MA 02026 | PRINCIPAL LIFE INSURANCE COMPANY | $16K | $0 | $16K | 5.40% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INSURANCE AGENCY | 11220 ASSETT LOOP STE 304 MANASSAS, VA 20109 | PRINCIPAL LIFE INSURANCE COMPANY | $0 | $12K | $12K | 4.04% |
| GCG FINANCIAL LLC3 Filed as: ALERA GROUP INC | 3 PARKWAY NORTH BLVD STE 300 DEERFIELD, IL 60015 | PRINCIPAL LIFE INSURANCE COMPANY | $0 | $7K | $7K | 2.42% |
| GARRY L JOHNSON & ASSOCIATES INC3 Filed as: GARRY L JOHNSON | 3850 E BASELINE RD STE 121 MESA, AZ 85206 | PRINCIPAL LIFE INSURANCE COMPANY | $0 | $6K | $6K | 2.00% |
| STRATEGIC EMPLOYEE BENEFIT SERVICES3 Filed as: STRATEGIC NON MEDICAL SOLUTIONS | 1 BEACON ST STE 17100 BOSTON, MA 02108 | PRINCIPAL LIFE INSURANCE COMPANY | $0 | $476 | $476 | 0.16% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF MASSACHUSETTS, LLC | 980 WASHINGTON STREET SUITE 325 DEDHAM, MA 02026 | DENTAL SERVICE OF MASSACHUSETTS, INC, D/B/A DELTA DENTAL | $2K | $0 | $2K | 2.58% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INSURANCES INC | 980 WASHINGTON ST, SUITE 325 DEDHAM, MA 02026 | DENTAL SERVICE OF MASSACHUSETTS, INC, D/B/A DELTA DENTAL | $1K | $0 | $1K | 1.21% |
| COMPREHENSIVE BENEFIT ADMINISTRATOR3 | 120 LONGWATER DRIVE NORWELL, MA 02061 | DENTAL SERVICE OF MASSACHUSETTS, INC, D/B/A DELTA DENTAL | $21 | $41 | $62 | 0.07% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN DBA HAYS COMPANIES | 980 WASHINGTON ST SUITE 325 DEDHAM, MA 02026 | EYEMED VISION CARE | $559 | $0 | $559 | 10.08% |
| COMPREHENSIVE BENEFIT ADMINISTRATOR3 Filed as: COMPREHENSIVE BENEFIT ADMIN | 120 LONGWATER DRIVE #102 NORWELL, MA 02061 | EYEMED VISION CARE | $5 | $0 | $5 | 0.09% |
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 | 146 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 146 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC. | 174 | $2.0M |
| Dental | DENTAL SERVICE OF MASSACHUSETTS, INC, D/B/A DELTA DENTAL | 190 | $90K |
| Vision | EYEMED VISION CARE | 77 | $6K |
| Life insurance | PRINCIPAL LIFE INSURANCE COMPANY | 146 | $290K |
| Short-term disability | PRINCIPAL LIFE INSURANCE COMPANY | 146 | $290K |
| Long-term disability | PRINCIPAL LIFE INSURANCE COMPANY | 146 | $290K |
| Other | PRINCIPAL LIFE INSURANCE COMPANY | 146 | $290K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 190 | — |
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.