| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 | 101 HUNTINGTON AVE STE 401 BOSTON, MA 02199 | HARTFORD LIFE AND ACCIDENT | — | $433K | $433K | 1.13% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH MCLENNAN AGENCY LLC -E | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $200K | $200K | 0.55% |
| MARSH & MCLENNAN AGENCY LLC3 | 101 HUNTINGTON AVE STE 401 BOSTON, MA 02199 | HARTFORD LIFE AND ACCIDENT | — | $132K | $132K | 0.90% |
| MARSH & MCLENNAN AGENCY LLC3 | 101 HUNTINGTON AVE STE 401 BOSTON, MA 02199 | HARTFORD LIFE AND ACCIDENT | — | $35K | $35K | 0.24% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY LLC - E | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $94K | $94K | 1.97% |
| BUCK GLOBAL LLC3 | P.O BOX 207640 DALLAS, TX 75320 | LEGALPLANS, USA | — | $1.8M | $1.8M | 40.00% |
| AON CONSULTING INC3 Filed as: BSWIFT | PO BOX 860470 MINNEAPOLIS, MN 55486 | LEGALPLANS, USA | — | $68K | $68K | 1.50% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH MCLENNAN AGENCY LLC - E | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $83K | $83K | 2.00% |
| AON CONSULTING INC3 Filed as: AON RISK SERVICES | 39030 TREASURY CENTER CHICAGO, IL 60694 | TRIPLE-S SALUD, INC. | $64K | — | $64K | 5.00% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY EAST REGION | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $94K | $73K | $166K | 19.99% |
| DANIEL WISTED3 | 3340 PRESTON RIDGE RD STE 325 ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $7K | $4K | $11K | 1.38% |
| DANIEL WISTED3 | 3340 PRESTON RIDGE RD STE 325 ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $7K | $4K | $11K | 1.38% |
| DANIEL WISTED3 | 3340 PRESTON RIDGE RD STE 325 ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $5K | $5K | $10K | 1.23% |
| DANIEL WISTED3 | 3340 PRESTPM RIDGE RD STE 325 ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $5K | $5K | $10K | 1.23% |
| HEWITT INSURANCE BROKERAGE LLC3 | 39030 TREASURY CENTER CHICAGO, IL 60694 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $2K | — | $2K | 0.18% |
| AON CONSULTING INC3 Filed as: AON CONSULTING - BOSTON | 29840 NETWORK PLACE CHICAGO, IL 606731298 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $514 | — | $514 | 0.06% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY LLC - E | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $12K | $12K | 2.00% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH MCLENNAN AGENCY EAST REGION | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $51K | $37K | $88K | 29.26% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY EAST REGION | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $29K | $24K | $54K | 24.90% |
| DANIEL J WISTED3 | PRESTON RDG IV STE 325 3440 PRESTON RIDGE RD ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $252 | $228 | $480 | 0.22% |
| DANIEL WISTED3 | 3340 PRESTON RIDGE RD STE 325 ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $282 | $130 | $412 | 0.19% |
| HEWITT INSURANCE BROKERAGE LLC3 | 100 HALF DAY RD LINCOLNSHIRE, IL 60069 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $51 | — | $51 | 0.02% |
| AON CONSULTING INC3 Filed as: AON CONSULTING - BOSTON | 29840 NETWORK PLACE CHICAGO, IL 606731298 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $24 | — | $24 | 0.01% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH MCLENNAN AGENCY EAST REGION | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $17K | $12K | $29K | 32.18% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY EAST REGION | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $6K | $5K | $11K | 28.90% |
| DANIEL WISTED3 | PRESON RDG IV STE 325 3440 PRESTON RIDGE RD ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $93 | $98 | $191 | 0.51% |
| DANIEL J WISTED3 Filed as: DANIEL J. WISTED | 3440 PRESTON RIDGE RD STE 325 ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $93 | $98 | $191 | 0.51% |
| WISTED, DANIEL, J3 | STE 325 3440 PRESTON RIDGE RD ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $63 | $37 | $100 | 0.27% |
| WISTED, DANIEL, J3 | STE 325 3440 PRESTON RIDGE RD ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $63 | $37 | $100 | 0.27% |
| HEWITT INSURANCE BROKERAGE LLC3 | 39030 TREASURY CENTER CHICAGO, IL 60694 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $23 | — | $23 | 0.06% |
| 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: MARSH & MCLENNAN AGENCY EAST REGION | 2300 RENAISSANCE BLVD 480543 ORG 23 KING OF PRUSSIA, PA 19406 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $4K | $3K | $7K | 22.69% |
| DANIEL WISTED3 | PRESON RDG IV STE 325 3440 PRESTON RIDGE RD ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $154 | $125 | $279 | 0.87% |
| DANIEL J WISTED3 Filed as: DANIEL J. WISTED | 3440 PRESTON RIDGE RD STE 325 ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $154 | $125 | $279 | 0.87% |
| DANIEL WISTED3 | PRESON RDG IV STE 325 3440 PRESTON RIDGE RD ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $37 | $21 | $58 | 0.18% |
| DANIEL WISTED3 | PRESON RDG IV STE 325 3440 PRESTON RIDGE RD ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $37 | $21 | $58 | 0.18% |
| HEWITT INSURANCE BROKERAGE LLC3 | 39030 TREASURY CENTER CHICAGO, IL 60694 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $12 | — | $12 | 0.04% |
| AON CONSULTING INC3 Filed as: AON CONSULTING - BOSTON | 29840 NETWORK PLACE CHICAGO, IL 60673 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.01% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH MCLENNAN AGENCY EAST REGION | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $5K | $3K | $8K | 28.37% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH MCLENNAN AGENCY EAST REGION | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $3K | $2K | $5K | 27.17% |
| DANIEL J WISTED3 | PRESTON RDG IV STE 325 3440 PRESTON RIDGE RD ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $192 | $132 | $324 | 1.73% |
| AON CONSULTING INC3 Filed as: AON CONSULTING NEW YORK | PO BOX 905494 CHARLOTTE, NC 28290 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $12 | — | $12 | 0.06% |
| DANIEL WISTED3 | 3340 PRESTPM RIDGE RD STE 325 ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $7 | $4 | $11 | 0.06% |
| HEWITT INSURANCE BROKERAGE LLC3 | 39030 TREASURY CENTER CHICAGO, IL 60694 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.02% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH MCLENNAN AGENCY EAST REGION | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $1K | $3K | 26.18% |
| DANIEL J WISTED3 | PRESTON RDG IV STE 325 3440 PRESTON RIDGE RD ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $31 | $22 | $53 | 0.45% |
| 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 | $10 | $6 | $16 | 0.14% |
| 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: MARSH MCLENNAN AGENCY EAST REGION | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $1K | $3K | 31.98% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH MCLENNAN AGENCY EAST REGION | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $834 | $2K | 30.73% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH MCLENNAN AGENCY ESAT REGION | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $184 | $165 | $349 | 4.97% |
| DANIEL J WISTED3 | PRESTON RDG IV STE 325 3440 PRESTON RIDGE RD ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $74 | $97 | $171 | 2.43% |
| DANIEL J WISTED3 Filed as: DANIEL J. WISTED | 3440 PRESTON RIDGE RD STE 325 ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $74 | $97 | $171 | 2.43% |
| AON CONSULTING INC3 Filed as: AON CONSULTING - BOSTON | 29840 NETWORK PLACE CHICAGO, IL 60673 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.06% |
| HEWITT INSURANCE BROKERAGE LLC3 | 39030 TREASURY CENTER CHICAGO, IL 60694 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.03% |
| WISTED, DANIEL, J3 | STE 325 3440 PRESTON RIDGE RD ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $1 | $1 | $2 | 0.03% |
| WISTED, DANIEL, J3 | STE 325 ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $1 | $1 | $2 | 0.03% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH MCLENNAN AGENCY EAST REGION | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $867 | $2K | 31.09% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH MCLENNAN AGENCY EAST REGION | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $138 | $125 | $263 | 5.31% |
| 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: MARSH MCLENNAN AGENCY EAST REGION | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $704 | $489 | $1K | 25.13% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH MCLENNAN AGENCY EAST REGION | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $766 | $509 | $1K | 27.70% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH MCLENNAN AGENCY EAST REGION | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $549 | $352 | $901 | 27.20% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH MCLENNAN AGENCY EAST REGION | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $93 | $64 | $157 | 11.98% |
| DANIEL J WISTED3 | PRESTON RDG IV STE 325 3440 PRESTON RIDGE RD ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $45 | $27 | $72 | 5.49% |
| AON CONSULTING INC3 Filed as: AON CONSULTING - BOSTON | 29840 NETWORK PLACE CHICAGO, IL 60673 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.46% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH MCLENNAN AGENCY EAST REGION | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $118 | $108 | $226 | 29.85% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH MCLENNAN AGENCY EAST REGION | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $103 | $117 | $220 | 29.14% |
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 | 302,233 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,527 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 304,760 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(8 contracts, 5 carriers) | HAWAII MEDICAL SERVICE ASSOCIATION | 2,154 | $30.6M |
| Dental(2 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 30,754 | $9.1M |
| Life insurance(2 contracts) | HARTFORD LIFE AND ACCIDENT | 229,371 | $53.0M |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 239,741 | $36.1M |
| Other(26 contracts, 5 carriers) | HARTFORD LIFE AND ACCIDENT | 216,332 | $23.5M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 239,741 | — |
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.