| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| STRATEBEN INC3 | 4720 MONTGOMERY LANE SUITE 500 BETHESDA, MD 20814 | CAREFIRST BLUECHOICE, INC. | $36K | $7K | $43K | 4.26% |
| MATHER & STROHL ADMIN SVC INC5 Filed as: MATHER & STROHL ADMIN SERVICES | 501 FAIRMOUNT AVE, SUITE 400 TOWSON, MD 21284 | CAREFIRST BLUECHOICE, INC. | — | $10K | $10K | 1.00% |
| ENROLLEASE3 Filed as: BOUCHEY AND CLARKE BENEFITS INC | 1819 FIFTH AVENUE PO BOX 1616 TROY, NY 12181 | CAPITAL DISTRICT PHYSICIAN'S HEALTH PLAN INC. | $19K | — | $19K | 4.22% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $19K | — | $19K | 5.68% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $42K | — | $42K | 15.74% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $14K | — | $14K | 5.61% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $11K | — | $11K | 5.52% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | HM LIFE INSURANCE COMPANY | $12K | — | $12K | 10.00% |
| MATHER & STROHL ADMIN SVCS INC3 | 12404 PARK CENTRAL SUITE 400S DALLAS, TX 75251 | HARTFORD LIFE AND ACCIDENT | $6K | $4K | $10K | 19.51% |
| STATEBEN, INC LLC3 Filed as: STATEBEN INC | 4720 MONTGOMERY LANE SUITE 500 BETHESDA, MD 20814 | HARTFORD LIFE AND ACCIDENT | — | $2K | $2K | 4.70% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2K | — | $2K | 5.68% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $2K | $5K | $7K | 17.47% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | DELTA DENTAL OF PENNSYLVANIA | $2K | — | $2K | 5.00% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $3K | — | $3K | 15.70% |
| KENNETH PARKMAN3 | 1469 AMELIA STREET ORANGEBURG, SC 29115 | COMPANION LIFE INSURANCE COMPANY | $1K | — | $1K | 10.00% |
| THE CASON GROUP INC3 Filed as: THE CASON GROUP INC. | PO BOX 11229 COLUMBIA, SC 29211 | COMPANION LIFE INSURANCE COMPANY | $597 | — | $597 | 5.00% |
| KENNETH PARKMAN3 | 1469 AMELIA STREET ORANGEBURG, SC 29115 | COMPANION LIFE INSURANCE COMPANY | $216 | — | $216 | 9.99% |
| THE CASON GROUP INC3 | PO BOX 11229 COLUMBIA, SC 29211 | COMPANION LIFE INSURANCE COMPANY | $108 | — | $108 | 4.99% |
| KENNETH PARKMAN3 | 1469 AMELIA STREET ORANGEBURG, SC 29115 | COMPANION LIFE INSURANCE COMPANY | $59 | — | $59 | 10.00% |
| THE CASON GROUP INC3 | PO BOX 11229 COLUMBIA, SC 29211 | COMPANION LIFE INSURANCE COMPANY | $29 | — | $29 | 4.92% |
| KENNETH PARKMAN3 | 1469 AMELIA STREET ORANGEBURG, SC 29115 | COMPANION LIFE INSURANCE COMPANY | $23 | — | $23 | 10.09% |
| THE CASON GROUP INC3 | PO BOX 11229 COLUMBIA, SC 29211 | COMPANION LIFE INSURANCE COMPANY | $11 | — | $11 | 4.82% |
| KENNETH PARKMAN3 | 1469 AMELIA STREET ORANGEBURG, SC 29115 | COMPANION LIFE INSURANCE COMPANY | $4 | — | $4 | 11.43% |
| THE CASON GROUP INC3 | PO BOX 11229 COLUMBIA, SC 29211 | COMPANION LIFE INSURANCE COMPANY | $2 | — | $2 | 5.71% |
| KENNETH PARKMAN3 | 1469 AMELIA STREET ORANGEBURG, SC 29115 | COMPANION LIFE INSURANCE COMPANY | $4 | — | $4 | 11.43% |
| THE CASON GROUP INC3 | PO BOX 11229 COLUMBIA, SC 29211 | COMPANION LIFE INSURANCE COMPANY | $2 | — | $2 | 5.71% |
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 | 1,816 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 24 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,840 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | CAREFIRST BLUECHOICE, INC. | 161 | $1.5M |
| Dental(6 contracts, 4 carriers) | CAREFIRST BLUECHOICE, INC. | 161 | $1.1M |
| Vision(6 contracts, 4 carriers) | CAREFIRST BLUECHOICE, INC. | 2,540 | $1.2M |
| Life insurance(4 contracts, 2 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 1,846 | $693K |
| Short-term disability(3 contracts, 2 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 1,816 | $339K |
| Long-term disability(3 contracts, 2 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 1,816 | $295K |
| Prescription drug(2 contracts, 2 carriers) | CAREFIRST BLUECHOICE, INC. | 161 | $1.1M |
| Other(4 contracts, 2 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 1,816 | $316K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,540 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.