| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CUSTOM BENEFIT PROGRAMS INC3 | 897 12TH ST HAMMONTON, NJ 080371363 | METROPOLITAN LIFE INSURANCE COMPANY | $205K | — | $205K | 46.75% |
| ALIGHT SOLUTIONS3 | 4 OVERLOOK PT LINCOLNSHIRE, IL 600694337 | METROPOLITAN LIFE INSURANCE COMPANY | — | $6K | $6K | 1.25% |
| ALIGHT SOLUTIONS3 Filed as: ALIGHT SOLUTIONS LLC | 901 MAIN ST STE 5800 ATTN DONNA JOHNSON DALLAS, TN 752023707 | METROPOLITAN LIFE INSURANCE COMPANY | — | $27 | $27 | 0.01% |
| CUSTOM BENEFIT PROGRAMS INC3 | 897 12TH ST HAMMONTON, NJ 080371363 | METROPOLITAN LIFE INSURANCE COMPANY | $143K | — | $143K | 46.96% |
| ALIGHT SOLUTIONS3 | 4 OVERLOOK PT LINCOLNSHIRE, IL 600694337 | METROPOLITAN LIFE INSURANCE COMPANY | — | $4K | $4K | 1.27% |
| ALIGHT SOLUTIONS3 Filed as: ALIGHT SOLUTIONS LLC | 901 MAIN ST STE 5800 ATTN DONNA JOHNSON DALLAS, TX 752023707 | METROPOLITAN LIFE INSURANCE COMPANY | — | $19 | $19 | 0.01% |
| CUSTOM BENEFIT PROGRAMS INC3 | 897 12TH ST HAMMONTON, NJ 080371363 | METROPOLITAN LIFE INSURANCE COMPANY | $137K | — | $137K | 46.79% |
| ALIGHT SOLUTIONS3 | 4 OVERLOOK PT LINCOLNSHIRE, IL 600694337 | METROPOLITAN LIFE INSURANCE COMPANY | — | $4K | $4K | 1.27% |
| ALIGHT SOLUTIONS3 Filed as: ALIGHT SOLUTIONS LLC | 901 MAIN ST STE 5800 ATTN DONNA JOHNSON DALLAS, TX 752023707 | METROPOLITAN LIFE INSURANCE COMPANY | — | $18 | $18 | 0.01% |
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 | 6,629 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 492 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 1 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 7,122 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 100 | $905K |
| Dental | AETNA LIFE INSURANCE COMPANY | 100 | $564K |
| Vision | VISION SERVICE PLAN | 4,739 | $754K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 9,467 | $2.7M |
| Short-term disability(2 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 6,683 | $5.0M |
| Long-term disability(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 6,683 | $3.3M |
| Other(4 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 14,496 | $3.5M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 14,496 | — |
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.