| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| 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 | $450K | $0 | $450K | 1.66% |
| AXA ASSISTANCE, USA3 | 122 SOUTH MICHIGAN AVE, SUITE 1100 CHICAGO, IL 606036115 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $0 | $53K | $53K | 0.19% |
| MARSH & MCLENNAN AGENCY LLC3 | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $0 | $200K | $200K | 0.84% |
| BUCK GLOBAL LLC3 Filed as: BUCK GLOBAL, LLC | PO BOX 207640 DALLAS, TX 75320 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3.2M | — | $3.2M | 29.05% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP-MARSH & MCLENNAN AGENCY | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $0 | $54K | $54K | 2.97% |
| CONDUENT HR CONSULTING LLC3 Filed as: CONDUENT HR CONSULTING, LLC | P.O BOX 202617 DALLAS, TX 75320 | HYATT LEGAL PLANS, INC. | $47K | $0 | $47K | 3.44% |
| BUCK GLOBAL LLC3 | P.O BOX 207640 DALLAS, TX 75320 | HYATT LEGAL PLANS, INC. | $21K | $0 | $21K | 1.52% |
| 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: TRION GROUP-MARSH & MCLENNAN AGENCY | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $76K | $33K | $109K | 19.74% |
| DANIEL WISTED3 | 3340 PRESTON RIDGE RD ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $13K | $3K | $16K | 2.82% |
| HEWITT INSURANCE BROKERAGE LLC3 Filed as: HEWITT INSURANCE BROKERAGE LLC. | 39030 TREASURY CTR CHICAGO, IL 606949000 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $2K | — | $2K | 0.36% |
| AON CONSULTING INC3 Filed as: AON CONSULTING | 29840 NETWORK PLACE CHICAGO, IL 606731298 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $907 | — | $907 | 0.16% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP-MARSH & MCLENNAN AGENCY | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $0 | $10K | $10K | 2.00% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP-MARSH & MCLENNAN AGENCY | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $44K | $19K | $63K | 13.65% |
| DANIEL WISTED3 | 3340 PRESTON RIDGE RD ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $19K | $16K | $35K | 7.66% |
| HEWITT INSURANCE BROKERAGE LLC3 Filed as: HEWITT INSURANCE BROKERAGE LLC. | 39030 TREASURY CTR CHICAGO, IL 606949000 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $5K | — | $5K | 1.01% |
| AON CONSULTING INC3 Filed as: AON CONSULTING | 29840 NETWORK PLACE CHICAGO, IL 606731298 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $1K | — | $1K | 0.25% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP-MARSH & MCLENNAN AGENCY | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $6K | $1K | $7K | 17.47% |
| DANIEL WISTED3 | PRESON RDG IV STE 325 3440 PRESTON RIDGE RD ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $494 | $332 | $826 | 2.04% |
| HEWITT INSURANCE BROKERAGE LLC3 | 39030 TREASURY CENTER CHICAGO, IL 60694 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $81 | — | $81 | 0.20% |
| AON CONSULTING INC3 Filed as: AON CONSULTING - BOSTON | 29840 NETWORK PLACE CHICAGO, IL 60673 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $12 | — | $12 | 0.03% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP-MARSH & MCLENNAN AGENCY | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $3K | $1K | $4K | 22.08% |
| DANIEL WISTED3 | PRESON RDG IV STE 325 3440 PRESTON RIDGE RD ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $540 | $344 | $884 | 4.85% |
| HEWITT INSURANCE BROKERAGE LLC3 | 39030 TREASURY CENTER CHICAGO, IL 60694 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $118 | — | $118 | 0.65% |
| AON CONSULTING INC3 Filed as: AON CONSULTING - BOSTON | 29840 NETWORK PLACE CHICAGO, IL 60673 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $32 | — | $32 | 0.18% |
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 | 230,342 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,126 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 231,468 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(8 contracts, 6 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 2,507 | $28.4M |
| Dental(3 contracts, 3 carriers) | DELTA DENTAL OF RHODE ISLAND | 161,973 | $62.5M |
| Vision | VISION SERVICE PLAN | 83,830 | $18.4M |
| Life insurance | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 209,858 | $27.1M |
| Short-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 2,435 | $490K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 25,529 | $23.8M |
| Other(7 contracts, 4 carriers) | CONTINENTAL AMERICAN INSURANCE COMPANY | 29,205 | $15.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 209,858 | — |
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.