| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BARUCH KLAHR3 | 100 DUTCH HILL ROAD ORANGEBURG, NY 10962 | THE PAUL REVERE LIFE INSURANCE COMPANY | $12K | $40 | $12K | 7.62% |
| ZUPNICK ASSOC INS SERVICES CORP3 Filed as: ZUPNICK ASSOC INSURANCE SVCS | 1274 49TH STREET BROOKLYN, NY 11219 | THE PAUL REVERE LIFE INSURANCE COMPANY | $4K | $0 | $4K | 2.30% |
| SOTERIA PARTNERS LLC3 | 4 CENTURY DRIVE PARSNIPPANY, NJ 07054 | THE PAUL REVERE LIFE INSURANCE COMPANY | $2K | $362 | $2K | 1.54% |
| MJ INSURANCE3 Filed as: NORMA STEELE AND VARIOUS AGENTS | 1225 FRANKLIN AVENUE, SUITE 250 GARDEN CITY, NY 11530 | THE PAUL REVERE LIFE INSURANCE COMPANY | $2K | $203 | $2K | 1.45% |
| GURDEEP K. SOKHEY3 Filed as: GURDEEP SOKHEY | 1837 STUYVESANT AVENUE EAST MEADOW, NY 11554 | THE PAUL REVERE LIFE INSURANCE COMPANY | $1K | $0 | $1K | 0.72% |
| ANZA & ANZA AND ASSOCIATES3 | 367 HIGHCREST DRIVE WEST MILFORD, NJ 07480 | THE PAUL REVERE LIFE INSURANCE COMPANY | $945 | $0 | $945 | 0.61% |
| PAULETTE VICTORIA WALKER3 Filed as: PAULETTE WALKER | 1425 PARK PLACE BROOKLYN, NY 11213 | THE PAUL REVERE LIFE INSURANCE COMPANY | $788 | $0 | $788 | 0.51% |
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 | 0 | 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) | 0 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | THE PAUL REVERE LIFE INSURANCE COMPANY | 115 | $154K |
| Other | THE PAUL REVERE LIFE INSURANCE COMPANY | 115 | $154K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 115 | — |
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.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.
Final-filing indicator set. Plan is winding down; don't waste sales effort here.