| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF PENNSYLVANIA, INC. | 100 MATSONFORD RD FIVE RADNOR CORP. CTR, #200 RADNOR, PA 19087 | INDEPENDENCE BLUE CROSS | $36K | — | $36K | 3.67% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF PENNSYLVANIA INC. | FOUR GATEWAY CENTER 444 LIBERTY AVE, STE 505 PITTSBURGH, PA 15222 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $4K | $3K | $6K | 6.32% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF PENNSYLVANIA INC. | 5 RADNOR CORPORATE CENTER, STE 200 100 MATSONFORD RD RADNOR, PA 19087 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $3K | $382 | $3K | 7.47% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF PENNSYLVANIA INC. | 5 RADNOR CORPORATE CENTER, STE 200 100 MATSONFORD RD RADNOR, PA 19087 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $2K | $226 | $3K | 10.83% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF PENNSYLVANIA INC. | 5 RADNOR CORPORATE CENTER, STE 200 100 MATSONFORD RD RADNOR, PA 19087 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $3K | $189 | $3K | 14.66% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF PENNSYLVANIA INC. | PO BOX 905196 CHARLOTTE, NC 282905196 | VISION SERVICE PLAN | $892 | — | $892 | 6.38% |
| PETRINA SKILES3 Filed as: PETRINA SKILES BENEFITS INC. | 126 FOXSHIRE DR., STE 1 LANCASTER, PA 17601 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $93 | — | $93 | 2.42% |
| EXUDE BENEFITS GROUP INC3 Filed as: EXUDE BENEFITS GROUP | 2218 RACE STREET PHILADELPHIA, PA 19103 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $76 | — | $76 | 1.98% |
| LISA CONNOR3 | 337 WEST AVE WAYNE, PA 19087 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $46 | — | $46 | 1.20% |
| FELICA FRANKLIN-WARNER3 | 10813 STARLING TRAIL HAMPTON, GA 30228 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $39 | — | $39 | 1.01% |
| LAWRENCE PRICHARD3 | 920 COLONIAL COURT COATESVILLE, PA 19320 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $36 | — | $36 | 0.94% |
| DAVID J MCCLELLAN3 Filed as: DAVID J. MCCLELLAN | 114 ROYAL HORSE WAY REINHOLDS, PA 17569 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $27 | — | $27 | 0.70% |
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 | 124 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 4 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 128 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | INDEPENDENCE BLUE CROSS | 250 | $981K |
| Dental | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 109 | $102K |
| Vision | VISION SERVICE PLAN | 108 | $14K |
| Life insurance(2 contracts, 2 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 119 | $45K |
| Short-term disability(2 contracts, 2 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 119 | $28K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 119 | $20K |
| Prescription drug | INDEPENDENCE BLUE CROSS | 250 | $981K |
| Other(2 contracts, 2 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 119 | $45K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 250 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.