| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $201K | $201K | 0.74% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH USA INC DBA TRION GROUP, MMC | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $491K | — | $491K | 1.91% |
| AXA ASSISTANCE, USA3 | 122 SOUTH MICHIGAN AVE, SUITE 1100 CHICAGO, IL 606036115 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | — | $48K | $48K | 0.19% |
| BUCK GLOBAL LLC3 Filed as: BUCK GLOBAL, LLC | PO BOX 207640 DALLAS, TX 75320 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3.3M | — | $3.3M | 46.37% |
| CONDUENT HR CONSULTING LLC3 Filed as: CONDUENT HR CONSULTING, LLC | BOX 202617 DALLAS, TX 75320 | HYATT LEGAL PLANS, INC. | $65K | $7K | $71K | 5.61% |
| AON CONSULTING INC3 Filed as: AON RISK SERVICES | 39030 TREASURY CENTER CHICAGO, IL 60694 | TRIPLE-S SALUD, INC. | $62K | — | $62K | 5.00% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MECLENNAN AGENCY LLC | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $7K | $6K | $14K | 36.11% |
| DANIEL WISTED3 | PRESON RDG IV STE 325 3440 PRESTON RIDGE RD ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $802 | $403 | $1K | 3.17% |
| HEWITT INSURANCE BROKERAGE LLC3 | 39030 TREASURY CENTER CHICAGO, IL 60694 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $111 | — | $111 | 0.29% |
| AON CONSULTING INC3 Filed as: AON CONSULTING - BOSTON | 29840 NETWORK PLACE CHICAGO, IL 60673 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $9 | — | $9 | 0.02% |
| MARSH & MCLENNAN AGENCY LLC3 | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $2K | $4K | 21.67% |
| DANIEL WISTED3 | PRESON RDG IV STE 325 3440 PRESTON RIDGE RD ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $836 | $428 | $1K | 7.71% |
| HEWITT INSURANCE BROKERAGE LLC3 | 39030 TREASURY CENTER CHICAGO, IL 60694 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $176 | — | $176 | 1.07% |
| AON CONSULTING INC3 Filed as: AON CONSULTING - BOSTON | 29840 NETWORK PLACE CHICAGO, IL 60673 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $44 | — | $44 | 0.27% |
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 | 234,095 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,252 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 235,347 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | TRIPLE-S SALUD, INC. | 289 | $1.2M |
| Dental(3 contracts, 3 carriers) | DELTA DENTAL OF RHODE ISLAND | 162,531 | $61.2M |
| Vision | VISION SERVICE PLAN | 83,385 | $18.1M |
| Life insurance(2 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 217,786 | $53.0M |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 99,999 | $27.3M |
| Other(7 contracts, 4 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 99,999 | $36.6M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 217,786 | — |
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.