| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP, A MARSH MCLENNAN | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $200K | $0 | $200K | 0.72% |
| 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 | $588K | $0 | $588K | 2.14% |
| AXA ASSISTANCE, USA3 | 122 SOUTH MICHIGAN AVE, SUITE 1100 CHICAGO, IL 606036115 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | — | $35K | $35K | 0.13% |
| IMG3 | 2960 NORTH MERIDIAN STREET INDIANAPOLIS, IN 46208 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | — | $12K | $12K | 0.04% |
| BUCK GLOBAL LLC3 Filed as: BUCK GLOBAL, LLC | PO BOX 207640 DALLAS, TX 75320 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2.6M | — | $2.6M | 25.64% |
| 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 | — | $39K | $39K | 2.00% |
| BUCK GLOBAL LLC3 | P.O BOX 207640 DALLAS, TX 75320 | METLIFE LEGAL PLANS, INC. | $73K | $55K | $128K | 7.82% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH WORK SOLUTIONS | P.O BOX 14496 DES MOINES, IA 50306 | METLIFE LEGAL PLANS, INC. | — | $42 | $42 | 0.00% |
| AON CONSULTING INC3 Filed as: AON RISK SERVICES | 39030 TREASURY CENTER CHICAGO, IL 60694 | TRIPLE-S SALUD, INC. | $67K | — | $67K | 5.00% |
| 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 | — | $9K | $9K | 2.17% |
| 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 | $36K | $0 | $36K | 15.14% |
| DANIEL WISTED3 | 3340 PRESTON RIDGE RD ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $751 | $2K | 0.76% |
| HEWITT INSURANCE BROKERAGE LLC3 Filed as: HEWITT INSURANCE BROKERAGE LLC. | 39030 TREASURY CTR CHICAGO, IL 606949000 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $204 | $0 | $204 | 0.09% |
| AON CONSULTING INC3 Filed as: AON CONSULTING | 29840 NETWORK PLACE CHICAGO, IL 606731298 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $50 | $0 | $50 | 0.02% |
| 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 | $4K | $0 | $4K | 13.05% |
| DANIEL WISTED3 | PRESON RDG IV STE 325 3440 PRESTON RIDGE RD ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $377 | $251 | $628 | 1.84% |
| HEWITT INSURANCE BROKERAGE LLC3 | 39030 TREASURY CENTER CHICAGO, IL 60694 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $80 | $0 | $80 | 0.23% |
| AON CONSULTING INC3 Filed as: AON CONSULTING - BOSTON | 29840 NETWORK PLACE CHICAGO, IL 60673 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $11 | $0 | $11 | 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 | $0 | $3K | 11.95% |
| DANIEL WISTED3 | PRESON RDG IV STE 325 3440 PRESTON RIDGE RD ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $563 | $318 | $881 | 3.57% |
| HEWITT INSURANCE BROKERAGE LLC3 | 39030 TREASURY CENTER CHICAGO, IL 60694 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $136 | — | $136 | 0.55% |
| AON CONSULTING INC3 Filed as: AON CONSULTING - BOSTON | 29840 NETWORK PLACE CHICAGO, IL 60673 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $30 | — | $30 | 0.12% |
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 | 212,861 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,278 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 214,139 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(8 contracts, 6 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 2,321 | $30.5M |
| Dental(3 contracts, 3 carriers) | DELTA DENTAL OF RHODE ISLAND | 161,501 | $61.5M |
| Vision | VISION SERVICE PLAN | 89,068 | $19.0M |
| Life insurance | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 209,609 | $27.4M |
| Short-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 2,416 | $421K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 58,914 | $27.6M |
| Other(6 contracts, 4 carriers) | CONTINENTAL AMERICAN INSURANCE COMPANY | 31,477 | $13.9M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 209,609 | — |
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.