| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| RSC INSURANCE BROKERAGE INC3 Filed as: RSC INSURANCE BROKERAGE, INC. | 160 FEDERAL ST. 2ND FLOOR BOSTON, MA 021101700 | FALLON HEALTH | $24K | — | $24K | 2.20% |
| RSC INSURANCE BROKERAGE INC3 Filed as: RSC INSURANCE BROKERAGE, INC. | 160 FEDERAL ST. 2ND FLOOR BOSTON, MA 021101700 | FALLON HEALTH & LIFE ASSURANCE COMPANY | $1K | — | $1K | 2.07% |
| RSC INSURANCE BROKERAGE INC3 Filed as: RSC INSURANCE BROKERAGE, INC. | 160 FEDERAL ST. FL 2 BOSTON, MA 021101700 | ALTUS DENTAL INSURANCE COMPANY, INC. | $3K | — | $3K | 7.17% |
| HP PLANNING LLC3 Filed as: HP PLANNING, LLC DBA AISLING PARTNE | 535 CONNECTICUT AVE #502 NORWALK, CT 06854 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $2K | $480 | $2K | 9.88% |
| BENEFIT ADVISORS NETWORK LLC3 | 6830 COCHRAN ROAD SOLON, OH 44139 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $267 | $267 | 1.06% |
| HP PLANNING LLC3 Filed as: HP PLANNING, LLC DBA AISLING PARTNE | 535 CONNECTICUT AVE #502 NORWALK, CT 06854 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $3K | $439 | $3K | 15.42% |
| BENEFIT ADVISORS NETWORK LLC3 | 6830 COCHRAN ROAD SOLON, OH 44139 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $245 | $245 | 1.12% |
| RSC INSURANCE BROKERAGE INC3 Filed as: RSC INSURANCE BROKERAGE, INC. | 160 FEDERAL ST. FL 2 BOSTON, MA 021101700 | ALTUS DENTAL INSURANCE COMPANY, INC. | $834 | — | $834 | 7.16% |
| RSC INSURANCE BROKERAGE INC3 Filed as: RSC INSURANCE BROKERAGE, INC. | 160 FEDERAL ST. FL 2 BOSTON, MA 021101700 | VISION SERVICE PLAN | $640 | — | $640 | 8.18% |
| HP PLANNING LLC3 Filed as: HP PLANNING, LLC DBA AISLING PARTNE | 535 CONNECTICUT AVE #502 NORWALK, CT 06854 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $457 | $91 | $548 | 11.99% |
| BENEFIT ADVISORS NETWORK LLC3 | 6830 COCHRAN ROAD SOLON, OH 44139 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $50 | $50 | 1.09% |
| HP PLANNING LLC3 Filed as: HP PLANNING, LLC DBA AISLING PARTNE | 535 CONNECTICUT AVE #502 NORWALK, CT 06854 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $52 | $8 | $60 | 17.29% |
| BENEFIT ADVISORS NETWORK LLC3 | 6830 COCHRAN ROAD SOLON, OH 44139 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $5 | $5 | 1.44% |
| RISK STRATEGIES COMPANY3 | 15 PACELLA PARK DRIVE, SUITE 130 RANDOLPH, MA 02368 | ZURICH AMERICAN INSURANCE COMPANY | $0 | — | $0 | — |
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 | 220 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 220 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental(2 contracts) | ALTUS DENTAL INSURANCE COMPANY, INC. | 86 | $52K |
| Vision | VISION SERVICE PLAN | 41 | $8K |
| Life insurance | RELIANCE STANDARD LIFE INSURANCE COMPANY | 140 | $25K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 132 | $22K |
| Other(5 contracts, 4 carriers) | HRC TOTAL SOLUTIONS | 135 | $41K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 148 | — |
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.