| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| AISLING PARTNERS INSURANCE BROKERAG3 Filed as: AISLING PARTNERS INS. BROKERAGE LLC | 25 HARVARD STREET WORCESTER, MA 01609 | TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC. | $21K | — | $21K | 1.18% |
| HP PLANNING LLC3 Filed as: HP PLANNING, LLC | 1100 SUMMER STREET STAMFORD, CT 06905 | TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC. | $9K | — | $9K | 0.50% |
| AISLING PARTNERS INSURANCE BROKERAG3 Filed as: AISLING PARTNERS INS. BROKERAGE LLC | 25 HARVARD STREET WORCESTER, MA 01609 | TUFTS INSURANCE COMPANY | $6K | — | $6K | 1.02% |
| HP PLANNING LLC3 Filed as: HP PLANNING, LLC | 1100 SUMMER STREET STAMFORD, CT 06905 | TUFTS INSURANCE COMPANY | $3K | — | $3K | 0.50% |
| AISLING PARTNERS INSURANCE BROKERAG3 Filed as: AISLING PARTNERS INS. BROKERAGE,LLC | 25 HARVARD STREET WORCESTER, MA 01609 | TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC. | $5K | — | $5K | 2.01% |
| HP PLANNING LLC3 Filed as: HP PLANNING, LLC | 1100 SUMMER STREET STAMFORD, CT 06905 | TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC. | $4K | — | $4K | 1.56% |
| HP PLANNING LLC3 Filed as: HP PLANNING, LLC | 25 HARVARD STREET WORCESTER, MA 01609 | HARTFORD LIFE AND ACCIDENT | $12K | — | $12K | 10.46% |
| AISLING PARTNERS INSURANCE BROKERAG3 Filed as: AISLING PARTNERS INS. BROKERAGE LLC | 25 HARVARD STREET WORCESTER, MA 01609 | TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC. | $357 | — | $357 | 6.50% |
| HP PLANNING LLC3 Filed as: HP PLANNING, LLC | 1100 SUMMER STREET STAMFORD, CT 06905 | TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC. | $92 | — | $92 | 1.67% |
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 | 205 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 205 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 3 carriers) | TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC. | 330 | $2.5M |
| Life insurance | HARTFORD LIFE AND ACCIDENT | 199 | $111K |
| Short-term disability | HARTFORD LIFE AND ACCIDENT | 199 | $111K |
| Long-term disability | HARTFORD LIFE AND ACCIDENT | 199 | $111K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 330 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.