| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HP PLANNING LLC3 | 535 CONNECTICUT AVE STE 502 NORWALK, CT 06854 | CONNECTICARE INC. | — | $212K | $212K | 2.77% |
| HP PLANNING LLC3 Filed as: HP PLANNING LLC DBA | AISLING PARTNERS 535 CONNECTICUT AVE STE 502 NORWALK, CT 06854 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $29K | $7K | $36K | 18.57% |
| BENEFIT ADVISORS NETWORK LLC3 Filed as: BENEFIT ADVISORS NETWORK, LLC | 6830 COCHRAN ROAD SOLON, OH 44139 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $2K | $2K | 1.11% |
| HP PLANNING LLC3 Filed as: HP PLANNING LLC DBA | AISLING PARTNERS 535 CONNECTICUT AVE STE 502 NORWALK, CT 06854 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $20K | $5K | $25K | 18.56% |
| BENEFIT ADVISORS NETWORK LLC3 | 6830 COCHRAN ROAD SOLON, OH 44139 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $2K | — | $2K | 1.11% |
| HP PLANNING LLC3 Filed as: HP PLANNING LLC DBA | AISLING PARTNERS 535 CONNECTICUT AVE STE 502 NORWALK, CT 06854 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $19K | $5K | $24K | 18.62% |
| BENEFIT ADVISOR NETWORK LLC3 | 6830 COCHRAN ROAD SOLON, OH 44139 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $1K | $1K | 1.13% |
| HP PLANNING LLC3 Filed as: HP PLANNING LLC DBA AISLING PARTNER | 535 CONNECTICUT AVE STE 502 NORWALK, CT 06854 | FIDELITY SECURITY LIFE INSURANCE COMPANY (EYEMED VISION CARE) | $3K | — | $3K | 10.02% |
| HP PLANNING LLC3 Filed as: HP PLANNING DBA | AISLING PARTNERS 535 CONNECTICUT AVE STE 502 NORWALK, CT 06854 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $4K | $1K | $6K | 18.95% |
| BENEFIT ADVISORS NETWORK LLC3 Filed as: BENEFIT ADVISORS NETWORK, LLC | 6830 COCHRAN ROAD SOLON, OH 44139 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $363 | $363 | 1.24% |
| HP PLANNING LLC3 Filed as: HP PLANNING LLC DBA | AISLING PARTNERS 535 CONNECTICUT AVE STE 502 NORWALK, CT 06854 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $3K | $818 | $4K | 19.24% |
| BENEFIT ADVISORS NETWORK LLC3 Filed as: BENEFIT ADVISORS NETWORK, LLC | 6830 COCHRAN ROAD SOLON, OH 44139 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $256 | $256 | 1.32% |
| HP PLANNING LLC3 Filed as: HP PLANNING LLC DBA | AISLING PARTNERS 535 CONNECTICUT AVE STE 502 NORWALK, CT 06854 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $601 | $152 | $753 | 18.78% |
| BENEFIT ADVISORS NETWORK LLC3 Filed as: BENEFIT ADVISORS NETWORK, LLC | 6830 COCHRAN ROAD SOLON, OH 44139 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $48 | $48 | 1.20% |
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 | 413 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 414 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | CONNECTICARE INC. | 666 | $7.6M |
| Dental | DELTA DENTAL OF NEW JERSEY, INC. | 741 | $312K |
| Vision | FIDELITY SECURITY LIFE INSURANCE COMPANY (EYEMED VISION CARE) | 569 | $34K |
| Life insurance | RELIANCE STANDARD LIFE INSURANCE COMPANY | 413 | $128K |
| Short-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 417 | $191K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 413 | $136K |
| Other(4 contracts) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 413 | $181K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.