| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ROGERS BENEFIT GROUP INC Filed as: ROGERS BENEIFT GROUP | 5110 N 40TH STREET SUITE 234 PHEONIX, AZ 85018 | AETNA LIFE INSURANCE COMPANY | $17K | — | $17K | 19.42% |
| CONCEPTS GROUP LLC | 98 CONNECTICUT BOULEVARD EAST HARTFORD, CT 06108 | BOSTON MUTUAL LIFE INSURANCE COMPANY | $568 | — | $568 | 14.43% |
| INC, AHA FINANCIAL SOLUTIONS | 155 N. WACKER DR STE 400 CHICAGO, IL 60606 | BOSTON MUTUAL LIFE INSURANCE COMPANY | $24 | — | $24 | 0.61% |
| OVATION BENEFITS GROUP LLC Filed as: OVATION BENEFITS GROUP | 5 BATTERSON PARK ROAD STE 1 FARMINGTON, CT 06032 | BOSTON MUTUAL LIFE INSURANCE COMPANY | $22 | — | $22 | 0.56% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY EIN 06-6033492 CONTRACT ADMINSTRATOR | Contract Administrator Service code 13 | 151 FARMINGTON AVENUE HARTFORD, CT 06156 | $106K |
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 | 210 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 210 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | AETNA LIFE INSURANCE COMPANY | 210 | $88K |
| Short-term disability | AETNA LIFE INSURANCE COMPANY | 210 | $88K |
| Long-term disability | AETNA LIFE INSURANCE COMPANY | 210 | $88K |
| Other(2 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 210 | $92K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 210 | — |
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.