| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | HARTFORD LIFE AND ACCIDENT | — | $292K | $292K | 0.84% |
| MARSH & MCLENNAN AGENCY LLC3 | 100 FRONT ST STE 800 WORCESTER, MA 01608 | HARTFORD LIFE AND ACCIDENT | — | $6K | $6K | 0.02% |
| 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 | — | $200K | $200K | 0.59% |
| MARSH & MCLENNAN AGENCY LLC3 | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | HARTFORD LIFE AND ACCIDENT | — | $208K | $208K | 0.79% |
| MARSH & MCLENNAN AGENCY LLC3 | 100 FRONT ST STE 800 WORCESTER, MA 01608 | HARTFORD LIFE AND ACCIDENT | — | -$6K | -$6K | -0.02% |
| 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 | — | $99K | $99K | 1.95% |
| BUCK GLOBAL LLC3 | P.O BOX 207640 DALLAS, TX 75320 | METLIFE LEGAL PLANS INC | $127K | $97K | $224K | 5.34% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH WORK SOLUTIONS | PO BOX 14496 DES MONIES, IA 50306 | METLIFE LEGAL PLANS INC | — | $34 | $34 | 0.00% |
| BUCK GLOBAL LLC3 | PO BOX 207640 DALLAS, TX 75320 | METLIFE LEGAL PLANS INC | — | $7 | $7 | 0.00% |
| 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 | — | $74K | $74K | 2.00% |
| AON CONSULTING INC3 Filed as: AON RISK SERVICES | 39030 TREASURY CENTER CHICAGO, IL 60694 | TRIPLE-S SALUD, INC. | $58K | — | $58K | 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 | $82K | $52K | $134K | 16.93% |
| DANIEL WISTED3 | 3340 PRESTON RIDGE RD ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $39K | $25K | $64K | 8.08% |
| HEWITT INSURANCE BROKERAGE LLC3 | 39030 TREASURY CENTER CHICAGO, IL 60694 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $4K | — | $4K | 0.46% |
| AON CONSULTING INC3 Filed as: AON CONSULTING - BOSTON | 29840 NETWORK PLACE CHICAGO, IL 606731298 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $534 | — | $534 | 0.07% |
| 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 | — | $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 | $47K | $14K | $62K | 20.22% |
| 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 | $38K | $24K | $62K | 24.40% |
| DANIEL J WISTED3 | PRESTON RDG IV STE 325 3440 PRESTON RIDGE RD ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $384 | $439 | $823 | 0.33% |
| DANIEL WISTED3 | 3340 PRESTON RIDGE RD STE 325 ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $551 | $115 | $666 | 0.26% |
| HEWITT INSURANCE BROKERAGE LLC3 | 29840 NETWORK PLACE CHICAGO, IL 60673 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $170 | — | $170 | 0.07% |
| AON CONSULTING INC3 Filed as: AON CONSULTING - BOSTON | 29840 NETWORK PLACE CHICAGO, IL 606731298 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $27 | — | $27 | 0.01% |
| 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 | $13K | $3K | $17K | 19.97% |
| 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 | $5K | $3K | $9K | 23.66% |
| DANIEL WISTED3 | PRESON RDG IV STE 325 3440 PRESTON RIDGE RD ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $473 | $107 | $580 | 1.58% |
| DANIEL J WISTED3 Filed as: DANIEL J. WISTED | 3440 PRESTON RIDGE RD STE 325 ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $78 | $250 | $328 | 0.89% |
| HEWITT INSURANCE BROKERAGE LLC3 | 39030 TREASURY CENTER CHICAGO, IL 60694 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $45 | — | $45 | 0.12% |
| AON CONSULTING INC3 Filed as: AON CONSULTING - BOSTON | 29840 NETWORK PLACE CHICAGO, IL 60673 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.01% |
| 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 | $1K | $6K | 20.30% |
| 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 | $2K | $6K | 22.41% |
| DANIEL WISTED3 | PRESON RDG IV STE 325 3440 PRESTON RIDGE RD ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $540 | $112 | $652 | 2.46% |
| DANIEL J WISTED3 Filed as: DANIEL J. WISTED | 3440 PRESTON RIDGE RD STE 325 ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $172 | $389 | $561 | 2.12% |
| HEWITT INSURANCE BROKERAGE LLC3 | 39030 TREASURY CENTER CHICAGO, IL 60694 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $68 | — | $68 | 0.26% |
| AON CONSULTING INC3 Filed as: AON CONSULTING - BOSTON | 29840 NETWORK PLACE CHICAGO, IL 60673 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $8 | — | $8 | 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 | $2K | $1K | $3K | 22.78% |
| DANIEL J WISTED3 | PRESTON RDG IV STE 325 3440 PRESTON RIDGE RD ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $207 | $47 | $254 | 1.74% |
| DANIEL J WISTED3 Filed as: DANIEL J. WISTED | 3440 PRESTON RIDGE RD STE 325 ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $7 | $113 | $120 | 0.82% |
| AON CONSULTING INC3 Filed as: AON CONSULTING NEW YORK | PO BOX 905494 CHARLOTTE, NC 28290 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $12 | — | $12 | 0.08% |
| HEWITT INSURANCE BROKERAGE LLC3 | 39030 TREASURY CENTER CHICAGO, IL 60694 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $12 | — | $12 | 0.08% |
| 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 | $2K | $600 | $3K | 20.11% |
| 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 | $2K | $952 | $3K | 22.80% |
| DANIEL J WISTED3 | PRESTON RDG IV STE 325 3440 PRESTON RIDGE RD ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $23 | $26 | $49 | 0.42% |
| DANIEL J WISTED3 Filed as: DANIEL J. WISTED | 3440 PRESTON RIDGE RD STE 325 ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $33 | $8 | $41 | 0.35% |
| AON CONSULTING INC3 Filed as: AON CONSULTING NEW YORK | PO BOX 905494 CHARLOTTE, NC 28290 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 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 | $186 | $116 | $302 | 4.44% |
| DANIEL J WISTED3 | PRESTON RDG IV STE 325 3440 PRESTON RIDGE RD ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $164 | $48 | $212 | 3.12% |
| DANIEL J WISTED3 Filed as: DANIEL J. WISTED | 3440 PRESTON RIDGE RD STE 325 ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $3 | $176 | $179 | 2.63% |
| HEWITT INSURANCE BROKERAGE LLC3 | 39030 TREASURY CENTER CHICAGO, IL 60694 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $9 | — | $9 | 0.13% |
| AON CONSULTING INC3 Filed as: AON CONSULTING - BOSTON | 29840 NETWORK PLACE CHICAGO, IL 60673 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.04% |
| 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 | $200 | $125 | $325 | 6.48% |
| AON CONSULTING INC3 Filed as: AON CONSULTING - ORANGE COUNTY | PO BOX 905494 CHARLOTTE, NC 28290 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $14 | — | $14 | 0.28% |
| 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 | $786 | $190 | $976 | 20.04% |
| 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 | $818 | $524 | $1K | 27.77% |
| 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 | $706 | $167 | $873 | 19.56% |
| 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 | $494 | $148 | $642 | 19.89% |
| 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 | $548 | $412 | $960 | 35.66% |
| 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 | $135 | $97 | $232 | 14.49% |
| DANIEL J WISTED3 | PRESTON RDG IV STE 325 3440 PRESTON RIDGE RD ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $56 | $11 | $67 | 4.18% |
| AON CONSULTING INC3 Filed as: AON CONSULTING - BOSTON | 29840 NETWORK PLACE CHICAGO, IL 60673 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $8 | — | $8 | 0.50% |
| 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 | $242 | $158 | $400 | 27.10% |
| 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 | $153 | $41 | $194 | 19.76% |
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 | 289,592 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,521 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 292,113 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(6 contracts, 4 carriers) | HAWAII MEDICAL SERVICE ASSOCIATION | 2,240 | $31.0M |
| Dental(2 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 35,478 | $9.7M |
| Life insurance(3 contracts) | HARTFORD LIFE AND ACCIDENT | 293,925 | $61.1M |
| Short-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 2,760 | $507K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 250,364 | $34.1M |
| Other(24 contracts, 4 carriers) | HARTFORD LIFE AND ACCIDENT | 215,764 | $20.7M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 293,925 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.