| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF CONNECTICUT LLC | PO BOX 414965 BOSTON, MA 02241 | TUFTS ASSOCIATED HEALTH MAINTANANCE ORG., INC. | $24K | — | $24K | 2.68% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS CORROON CORP OF MA | 3 COPLEY PL STE 300 BOSTON, MA 02116 | AETNA LIFE INSURANCE CO. | $2K | — | $2K | 2.60% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS CORROON CORP OF MA | 800 BOYLSTON ST STE 600 BOSTON, MA 02199 | AETNA LIFE INSURANCE CO. | $2K | — | $2K | 2.59% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF CONNECTICUT LLC | 10 STATE HOUSE SQUARE, FLOOR 11 HARTFORD, CT 06103 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $723 | $4K | 10.40% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF CONNECTICUT LLC | 10 STATE HOUSE SQUARE, FLOOR 11 HARTFORD, CT 06103 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $5K | $785 | $6K | 14.86% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF CONNECTICUT LLC | 10 STATE HOUSE SQUARE, FLOOR 11 HARTFORD, CT 06103 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $647 | $4K | 13.77% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF CONNECTICUT | PO BOX 414965 BOSTON, MA 02241 | EYEMED VISION CARE ON BEHALF OF THE FIDELITY SECURITY LIFE INS. CO. | $719 | — | $719 | 10.86% |
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 | 159 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 159 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | TUFTS ASSOCIATED HEALTH MAINTANANCE ORG., INC. | 116 | $905K |
| Dental | AETNA LIFE INSURANCE CO. | 0 | $81K |
| Vision | EYEMED VISION CARE ON BEHALF OF THE FIDELITY SECURITY LIFE INS. CO. | 92 | $7K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 157 | $37K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 157 | $41K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 148 | $30K |
| Other | UNITED OF OMAHA LIFE INSURANCE COMPANY | 157 | $37K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 157 | — |
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.