| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON NORTHEAST INC. | ONE WORLD FINANCIAL CENTER 200 LIBE NEW YORK, NY 10281 | ANTHEM HEALTH PLANS, INC. (G1800) | $58K | $0 | $58K | 1.82% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF CONNECTICUT LLC | 2321 WHITNEY AVE HAMDEN, CT 06518 | ANTHEM HEALTH PLANS, INC. (G1800) | $35K | $0 | $35K | 1.07% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON NORTHEAST INC. | P.O. BOX 414965 BOSTON, MA 02241 | SUN LIFE ASSURANCE COMPANY OF CANADA | $5K | $0 | $5K | 2.59% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON INS. SVCS WEST | P.O. BOX 101162 PASADENA, CA 91189 | SUN LIFE ASSURANCE COMPANY OF CANADA | $0 | $1K | $1K | 0.51% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF CONNECTICUT LLC | P.O. BOX 414965 BOSTON, MA 02241 | SUN LIFE ASSURANCE COMPANY OF CANADA | $492 | $0 | $492 | 0.24% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON NORTHEAST INC. | 10 STATE HOUSE SQ FL 11 HARTFORD, CT 061033602 | METROPOLITIAN LIFE INSURANCE COMPANY | $4K | $31 | $4K | 2.34% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON NORTHEAST INC. | 200 LIBERTY ST FL 6 1 WORLD FINCL NEW YORK, NY 102810001 | METROPOLITIAN LIFE INSURANCE COMPANY | $0 | $2K | $2K | 1.01% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF CONNECTICUT LLC | 10 STATE HOUSE SQ FL 11 HARTFORD, CT 061033602 | METROPOLITIAN LIFE INSURANCE COMPANY | $2K | $31 | $2K | 0.90% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF CONNECTICUT LLC | P.O. BOX 414965 BOSTON, MA 022414965 | METROPOLITIAN LIFE INSURANCE COMPANY | $0 | $1K | $1K | 0.79% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON NORTHEAST INC. | P.O. BOX 414965 BOSTON, MA 02241 | SUN LIFE ASSURANCE COMPANY OF CANADA | $5K | $0 | $5K | 3.27% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON INS. SVCS WEST | P.O. BOX 101162 PASADENA, CA 91189 | SUN LIFE ASSURANCE COMPANY OF CANADA | $0 | $820 | $820 | 0.52% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF CONNECTICUT LLC | P.O. BOX 414965 BOSTON, MA 02241 | SUN LIFE ASSURANCE COMPANY OF CANADA | $475 | $0 | $475 | 0.30% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON NORTHEAST INC. | P.O. BOX 414965 BOSTON, MA 022414965 | EYEMED VISION CARE | $2K | $0 | $2K | 8.16% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF CONNECTICUT LLC | P.O. BOX 414965 BOSTON, MA 022414965 | EYEMED VISION CARE | $708 | $0 | $708 | 3.14% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON NORTHEAST INC. | JP MORGAN CHASE NEW YORK, NY 102494557 | EYEMED VISION CARE | $431 | $0 | $431 | 1.91% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON NORTHEAST INC. | ONE WORLD FINANCIAL CENTER 200 LIBE NEW YORK, NY 10281 | ANTHEM HEALTH PLANS, INC. | $46 | $0 | $46 | 1.50% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF CONNECTICUT LLC | 2321 WHITNEY AVE HAMDEN, CT 06518 | ANTHEM HEALTH PLANS, INC. | $30 | $0 | $30 | 0.98% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON NORTHEAST INC. | 200 LIBERTY STREET NEW YORK, NY 10281 | SUN LIFE AND HEALTH INSURANCE CO (USA) | $7 | $0 | $7 | 1.90% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF CONNECTICUT LLC | P.O. BOX 414965 BOSTON, MA 02241 | SUN LIFE AND HEALTH INSURANCE CO (USA) | $4 | $0 | $4 | 1.09% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON INS. SVCS WEST | P.O. BOX 101162 PASADENA, CA 91189 | SUN LIFE AND HEALTH INSURANCE CO (USA) | $0 | $1 | $1 | 0.27% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| THE PATHWAYS GROUP EIN 06-0986061 CONSULTANT | Consulting fees; Consulting (general); Contract Administrator Service code 13 | — | $10K |
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 | 296 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 8 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 304 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | ANTHEM HEALTH PLANS, INC. (G1800) | 212 | $3.2M |
| Dental | METROPOLITIAN LIFE INSURANCE COMPANY | 581 | $186K |
| Vision | EYEMED VISION CARE | 286 | $23K |
| Life insurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 288 | $206K |
| Long-term disability(2 contracts, 2 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 255 | $157K |
| Other(2 contracts, 2 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 288 | $206K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 581 | — |
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.