| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BRUEN DELDIN DIDIO ASSOCIATES3 | 750 OLD MAIN STREET, SUITE 203 ROCKY HILL, CT 06067 | ANTHEM HEALTH PLANS, INC. | $24K | $0 | $24K | 1.23% |
| AMANDA VAN MARTER3 Filed as: AMANDA J. CARRAH | PO BOX 600399 SAINT JOHNS, FL 32260 | SUN LIFE ASSURANCE COMPANY OF CANADA | $15K | $0 | $15K | 7.23% |
| WORLD INSURANCE ASSOCIATES LLC3 Filed as: WORLD INSURANCE ASSOCIATES, LLC | 656 SHREWSBURY AVENUE SUITE 200 TINTON FALLS, NJ 07701 | SUN LIFE ASSURANCE COMPANY OF CANADA | $797 | $0 | $797 | 0.39% |
| KEYARX CAPITAL ADVISORS3 | 732 NEWMAN SPRING ROAD, 3RD FLOOR LINCROFT, NJ 07738 | SUN LIFE ASSURANCE COMPANY OF CANADA | $795 | $0 | $795 | 0.39% |
| MGIS3 | 111 SOUTH MAIN STREET, SUITE 400 SALT LAKE CITY, UT 84111 | SUN LIFE ASSURANCE COMPANY OF CANADA | $0 | $135 | $135 | 0.07% |
| BRUEN DELDIN DIDIO ASSOCIATES3 | 750 OLD MAIN STREET, SUITE 203 ROCKY HILL, CT 06067 | ANTHEM HEALTH PLANS OF CONNECTICUT, INC. | $3K | $0 | $3K | 5.00% |
| ROBERT WHITEHEAD3 | 163 CEDAR STREET BRANFORD, CT 06405 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $10K | $270 | $10K | 14.56% |
| ROSEANN REYNOLDS3 | 163 CEDAR STREET BRANFORD, CT 06405 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $5K | $4K | $9K | 13.91% |
| WORLD INSURANCE ASSOCIATES LLC3 Filed as: WORLD INSURANCE ASSOCIATES, LLC | 656 SHREWSBURY AVENUE TINTON FALLS, NJ 07701 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $9K | $0 | $9K | 13.56% |
| KARIN M. BALOW3 | 50 PROSPECT STREET BRANFORD, CT 06405 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $5K | $114 | $5K | 7.86% |
| BRUEN DELDIN DIDIO ASSOCIATES3 | 3 STARR RIDGE ROAD BREWSTER, NY 10509 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $5K | $0 | $5K | 7.78% |
| KAREN PICCININI3 Filed as: KAREN ANN COYLE | 163 CEDAR STREET BRANFORD, CT 06405 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $3K | $1K | $4K | 6.07% |
| MICHAEL PRAIRIE3 Filed as: MICHAEL MASSARELI | 536 A BERLIN STREET SOUTHINGTON, CT 06489 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $517 | $3K | 4.25% |
| BRUEN DELDIN DIDIO ASSOCIATES3 | 750 OLD MAIN STREET, SUITE 203 ROCKY HILL, CT 06067 | ANTHEM LIFE INSURANCE COMPANY | $1K | $0 | $1K | 7.45% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INSURANCE SERVICES OF CA | ONE BUSH STREET, 9TH FLOOR SAN FRANCISCO, CA 94104 | ANTHEM LIFE INSURANCE COMPANY | $0 | -$146 | -$146 | -0.76% |
| PAUL CELLA3 Filed as: PAUL J. CELLA | 732 NEWMAN SPRINGS ROAD, 3RD FLOOR LINCROFT, NJ 07738 | HARTFORD LIFE AND ACCIDENT | $6K | $0 | $6K | 34.00% |
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 | 192 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 192 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | ANTHEM HEALTH PLANS, INC. | 168 | $2.0M |
| Dental | ANTHEM HEALTH PLANS OF CONNECTICUT, INC. | 82 | $69K |
| Vision | ANTHEM HEALTH PLANS, INC. | 168 | $2.0M |
| Life insurance(2 contracts, 2 carriers) | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | 188 | $86K |
| Short-term disability | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | 78 | $67K |
| Long-term disability(2 contracts, 2 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 192 | $224K |
| Prescription drug | ANTHEM HEALTH PLANS, INC. | 168 | $2.0M |
| Other(2 contracts, 2 carriers) | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | 188 | $86K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 192 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.