| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 | 9E RIVER PARK PLACE EAST FRESNO, CA 93720 | AETNA LIFE INSURANCE CO. | $54K | — | $54K | 2.22% |
| ALLIANT INSURANCE SERVICES, INC.3 | 333 SOUTH HOPE STREET LOS ANGELES, CA 90071 | AETNA LIFE INSURANCE CO. | $33K | — | $33K | 1.35% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES, LLC | 200 PARK AVENUE, 32ND FLOOR NEW YORK, NY 10166 | AETNA LIFE INSURANCE CO. | $1K | — | $1K | 0.05% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 10877 WHITE ROCK ROAD RANCHO CORDOVA, CA 95670 | THE PAUL REVERE LIFE INSURANCE COMPANY | $357 | $0 | $357 | 1.59% |
| VENESSA N DEAN3 Filed as: VENESSA N. DEAN | 1052 ASHFORD AVENUE, APARTMENT 802 SAN JUAN, PR 00907 | THE PAUL REVERE LIFE INSURANCE COMPANY | $235 | $0 | $235 | 1.05% |
| WORLD INSURANCE ASSOCIATES LLC3 Filed as: KLH INSURANCE, INC. & OTHERS | 886 POPLAR LANE WATERTOWN, MN 55388 | THE PAUL REVERE LIFE INSURANCE COMPANY | $208 | $18 | $226 | 1.01% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES, LLC | PO BOX 786677 PHILADELPHIA, PA 19178 | THE PAUL REVERE LIFE INSURANCE COMPANY | $215 | $0 | $215 | 0.96% |
| NATIONAL ENROLLMENT PARTNERS LLC3 Filed as: NATIONAL ENROLLMENT PARTNERS, LLC | UNKNOWN CRANSTON, RI 02920 | THE PAUL REVERE LIFE INSURANCE COMPANY | $194 | $5 | $199 | 0.89% |
| EILEEN SANCHEZ MEDINA3 Filed as: EILEEN E. BERG | 319 THOMASTON ROAD, UNIT 12 WATERTOWN, CT 06795 | THE PAUL REVERE LIFE INSURANCE COMPANY | $115 | $0 | $115 | 0.51% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 770 LEXINGTON AVENUE, 14TH FLOOR NEW YORK, NY 10065 | THE PAUL REVERE LIFE INSURANCE COMPANY | $100 | $0 | $100 | 0.45% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES, LLC | 200 PARK AVENUE, 32ND FLOOR NEW YORK, NY 10166 | VISION SERVICE PLAN | $1K | — | $1K | 5.41% |
| NATIONAL ENROLLMENT PARTNERS LLC3 Filed as: NATIONAL ENROLLMENT PARTNERS, LLC | UNKNOWN CRANSTON, RI 02920 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $43 | $48 | $91 | 9.05% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES, LLC | PO BOX 786677 PHILADELPHIA, PA 19178 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $65 | $0 | $65 | 6.46% |
| WORLD INSURANCE ASSOCIATES LLC3 Filed as: KLH INSURANCE, INC. | 886 POPLAR LANE WATERTOWN, MN 55388 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $47 | $9 | $56 | 5.57% |
| VENESSA N DEAN3 Filed as: VENESSA N. DEAN | 1052 ASHFORD AVENUE, APARTMENT 802 SAN JUAN, PR 00907 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $15 | $0 | $15 | 1.49% |
| FLEURY ENTERPRISES INC3 Filed as: FLEURY ENTERPRISES, INC. | 162 INDIAN POINT ROAD TIVERTON, RI 02878 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $3 | $0 | $3 | 0.30% |
| WALTER THOMAS BONILLA3 | 9 LONGLEAF LANE MEDFORD, NY 11763 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $0 | $0 | $0 | 0.00% |
| NORMA STEELE3 | 1225 FRANKLIN AVENUE, SUITE 250 GARDEN CITY, NY 11530 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $0 | $0 | $0 | 0.00% |
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 | 220 | 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) | 220 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | AETNA LIFE INSURANCE CO. | 518 | $2.4M |
| Dental(2 contracts, 2 carriers) | AETNA LIFE INSURANCE CO. | 518 | $2.4M |
| Vision | VISION SERVICE PLAN | 121 | $22K |
| Prescription drug(2 contracts, 2 carriers) | AETNA LIFE INSURANCE CO. | 518 | $2.4M |
| Other(2 contracts, 2 carriers) | THE PAUL REVERE LIFE INSURANCE COMPANY | 19 | $23K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 518 | — |
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.