| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 | 100 FRONT ST STE 800 WORCESTER, MA 01608 | HARTFORD LIFE AND ACCIDENT | — | $359K | $359K | 0.91% |
| 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 | 0.58% |
| MARSH & MCLENNAN AGENCY LLC3 | 100 FRONT ST STE 800 WORCESTER, MA 01608 | HARTFORD LIFE AND ACCIDENT | — | $110K | $110K | 0.76% |
| MARSH & MCLENNAN AGENCY LLC3 | 100 FRONT ST STE 800 WORCESTER, MA 01608 | HARTFORD LIFE AND ACCIDENT | — | $31K | $31K | 0.22% |
| BUCK GLOBAL LLC3 | P.O BOX 207640 DALLAS, TX 75320 | METLIFE LEGAL PLANS INC | $140K | $96K | $236K | 4.79% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH WORK SOLUTIONS | PO BOX 14496 DES MONIES, IA 50306 | METLIFE LEGAL PLANS INC | — | $38 | $38 | 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 | — | $99K | $99K | 2.05% |
| 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 | — | $73K | $73K | 2.00% |
| AON CONSULTING INC3 Filed as: AON RISK SERVICES | 39030 TREASURY CENTER CHICAGO, IL 60694 | TRIPLE-S SALUD, INC. | $72K | — | $72K | 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 | $38K | $120K | 15.28% |
| DANIEL WISTED3 | 3340 PRESTON RIDGE RD STE 325 ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $8K | $6K | $14K | 1.78% |
| DANIEL WISTED3 | 3340 PRESTPM RIDGE RD STE 325 ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $8K | $6K | $14K | 1.78% |
| DANIEL WISTED3 | 3340 PRESTON RIDGE RD STE 325 ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $8K | $4K | $13K | 1.63% |
| DANIEL WISTED3 | 3340 PRESTON RIDGE RD STE 325 ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $8K | $4K | $13K | 1.63% |
| HEWITT INSURANCE BROKERAGE LLC3 | 39030 TREASURY CENTER CHICAGO, IL 60694 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $3K | — | $3K | 0.33% |
| AON CONSULTING INC3 Filed as: AON CONSULTING - BOSTON | 29840 NETWORK PLACE CHICAGO, IL 606731298 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $474 | — | $474 | 0.06% |
| 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 | $46K | $17K | $63K | 21.69% |
| 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 | $33K | $16K | $50K | 20.06% |
| DANIEL J WISTED3 | PRESTON RDG IV STE 325 3440 PRESTON RIDGE RD ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $401 | $314 | $715 | 0.29% |
| DANIEL WISTED3 | 3340 PRESTON RIDGE RD STE 325 ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $326 | $153 | $479 | 0.19% |
| HEWITT INSURANCE BROKERAGE LLC3 | 29840 NETWORK PLACE CHICAGO, IL 60673 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $113 | — | $113 | 0.05% |
| AON CONSULTING INC3 Filed as: AON CONSULTING - BOSTON | 29840 NETWORK PLACE CHICAGO, IL 606731298 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $22 | — | $22 | 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 | $12K | $4K | $16K | 21.33% |
| 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 | 17.85% |
| DANIEL WISTED3 | PRESON RDG IV STE 325 3440 PRESTON RIDGE RD ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $209 | $147 | $356 | 1.06% |
| DANIEL J WISTED3 Filed as: DANIEL J. WISTED | 3440 PRESTON RIDGE RD STE 325 ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $209 | $147 | $356 | 1.06% |
| DANIEL WISTED3 | PRESON RDG IV STE 325 3440 PRESTON RIDGE RD ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $39 | $22 | $61 | 0.18% |
| DANIEL WISTED3 | PRESON RDG IV STE 325 3440 PRESTON RIDGE RD ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $39 | $22 | $61 | 0.18% |
| HEWITT INSURANCE BROKERAGE LLC3 | 39030 TREASURY CENTER CHICAGO, IL 60694 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $33 | — | $33 | 0.10% |
| 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 | $2K | $6K | 19.77% |
| DANIEL WISTED3 | PRESON RDG IV STE 325 3440 PRESTON RIDGE RD ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $195 | $156 | $351 | 1.25% |
| DANIEL J WISTED3 Filed as: DANIEL J. WISTED | 3440 PRESTON RIDGE RD STE 325 ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $75 | $44 | $119 | 0.42% |
| HEWITT INSURANCE BROKERAGE LLC3 | 39030 TREASURY CENTER CHICAGO, IL 60694 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $52 | — | $52 | 0.19% |
| AON CONSULTING INC3 Filed as: AON CONSULTING - BOSTON | 29840 NETWORK PLACE CHICAGO, IL 60673 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 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 | $1K | $6K | 20.89% |
| 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 | $2K | $1K | $3K | 22.02% |
| DANIEL J WISTED3 | PRESTON RDG IV STE 325 3440 PRESTON RIDGE RD ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $194 | $136 | $330 | 2.16% |
| DANIEL J WISTED3 Filed as: DANIEL J. WISTED | 3440 PRESTON RIDGE RD STE 325 ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $194 | $136 | $330 | 2.16% |
| DANIEL WISTED3 | 3340 PRESTPM RIDGE RD STE 325 ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $15 | $8 | $23 | 0.15% |
| AON CONSULTING INC3 Filed as: AON CONSULTING NEW YORK | PO BOX 905494 CHARLOTTE, NC 28290 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $11 | — | $11 | 0.07% |
| HEWITT INSURANCE BROKERAGE LLC3 | 39030 TREASURY CENTER CHICAGO, IL 60694 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $9 | — | $9 | 0.06% |
| 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 | $670 | $3K | 21.12% |
| 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 | $766 | $2K | 19.21% |
| DANIEL J WISTED3 | PRESTON RDG IV STE 325 3440 PRESTON RIDGE RD ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $33 | $23 | $56 | 0.47% |
| DANIEL J WISTED3 Filed as: DANIEL J. WISTED | PRESTON RDG IV STE 325 3440 PRESTON RIDGE RD ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $33 | $23 | $56 | 0.47% |
| DANIEL WISTED3 | PRESTON RDG IV STE 325 3440 PRESTON RIDGE RD ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $22 | $13 | $35 | 0.29% |
| DANIEL WISTED3 | PRESTON RDG IV SGTE 325 3440 PRESTON RIDGE RD ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $22 | $13 | $35 | 0.29% |
| 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 | $173 | $58 | $231 | 3.39% |
| DANIEL J WISTED3 | PRESTON RDG IV STE 325 3440 PRESTON RIDGE RD ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $84 | $101 | $185 | 2.72% |
| DANIEL J WISTED3 Filed as: DANIEL J. WISTED | 3440 PRESTON RIDGE RD STE 325 ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $81 | $99 | $180 | 2.65% |
| HEWITT INSURANCE BROKERAGE LLC3 | 39030 TREASURY CENTER CHICAGO, IL 60694 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.09% |
| 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 | $1K | $639 | $2K | 30.75% |
| 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 | $181 | $63 | $244 | 4.87% |
| 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 | $757 | $238 | $995 | 20.29% |
| 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 | $695 | $326 | $1K | 21.52% |
| 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 | $681 | $217 | $898 | 19.93% |
| 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 | $507 | $166 | $673 | 20.51% |
| 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 | $227 | $73 | $300 | 21.58% |
| 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 | $92 | $29 | $121 | 9.79% |
| DANIEL J WISTED3 | PRESTON RDG IV STE 325 3440 PRESTON RIDGE RD ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $45 | $28 | $73 | 5.91% |
| AON CONSULTING INC3 Filed as: AON CONSULTING - BOSTON | 29840 NETWORK PLACE CHICAGO, IL 60673 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.49% |
| 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 | $145 | $43 | $188 | 19.14% |
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 | 289,728 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,573 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 292,301 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(7 contracts, 5 carriers) | HAWAII MEDICAL SERVICE ASSOCIATION | 2,128 | $31.9M |
| Dental(2 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 32,900 | $9.7M |
| Life insurance(2 contracts) | HARTFORD LIFE AND ACCIDENT | 233,385 | $53.9M |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 246,239 | $34.3M |
| Other(26 contracts, 5 carriers) | HARTFORD LIFE AND ACCIDENT | 220,217 | $23.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 246,239 | — |
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."
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.