| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| PREMIER BENEFIT PLANS INC3 | 35 PINELAWN ROAD SUITE 208E MELVILLE, NY 11747 | UNITEDHEALTHCARE INSURANCE COMPANY | $36K | — | $36K | 2.79% |
| PREMIER BENEFIT PLANS INC3 | 35 PINELAWN ROAD MELVILLE, NY 11747 | THE PAUL REVERE LIFE INSURANCE COMPANY | $9K | — | $9K | 11.25% |
| BRAD BIEL3 | 1050 WALL STREET WEST LYNDHURST, NJ 07071 | THE PAUL REVERE LIFE INSURANCE COMPANY | $4K | $118 | $4K | 5.42% |
| CDC CONSULTING SERVICES INC3 | 47 WESTERN AVENUE DEER PARK, NY 11729 | THE PAUL REVERE LIFE INSURANCE COMPANY | $3K | $48 | $3K | 3.63% |
| MATTHEW KIMANI3 | 75 FARRELL AVENUE APARTMENT 2 MOUNT VERNON, NY 10553 | THE PAUL REVERE LIFE INSURANCE COMPANY | $893 | $141 | $1K | 1.28% |
| MARIA MULLER3 | 495 WINDEMERE AVENUE MOUNT ARLINGTON, NJ 07856 | THE PAUL REVERE LIFE INSURANCE COMPANY | $706 | $26 | $732 | 0.91% |
| LORENA GILER LOPEZ3 Filed as: LORENA GILER-LOPEZ | 7784 271 STREET NEW HYDE PARK, NY 11040 | THE PAUL REVERE LIFE INSURANCE COMPANY | $675 | — | $675 | 0.84% |
| EDWARD P DOUGHERTY INC3 | 4550 PRESTWICK DRIVE READING, PA 19606 | THE PAUL REVERE LIFE INSURANCE COMPANY | $307 | $21 | $328 | 0.41% |
| AMARILS ATTAGRACIA CSIKORTOS3 | 6414 ALEXANDRA MEADOWS DRIVE FORT WORTH, TX 78131 | THE PAUL REVERE LIFE INSURANCE COMPANY | $292 | $1 | $293 | 0.36% |
| SOTERIA PARTNERS LLC3 | 1050 WALL STREET WEST LYNDHURST, NJ 07071 | THE PAUL REVERE LIFE INSURANCE COMPANY | $129 | — | $129 | 0.16% |
| HELEN DIZ-HATTON3 | 8251 GREENSBORO DRIVE MCLAINE, VA 22012 | THE PAUL REVERE LIFE INSURANCE COMPANY | $89 | $37 | $126 | 0.16% |
| YOCASTA N HAHN3 | 7 OAKWOOD STREET GREENLAWN, NY 11740 | THE PAUL REVERE LIFE INSURANCE COMPANY | $54 | — | $54 | 0.07% |
| QUENTIN DOMINICK ALSTON3 | 7 OAKWOOD STREET GREENLAWN, NY 11740 | THE PAUL REVERE LIFE INSURANCE COMPANY | $54 | — | $54 | 0.07% |
| ROBERT W SABOL3 | 24 STEVENSON AVENUE CORTLAND MNR, NY 10567 | THE PAUL REVERE LIFE INSURANCE COMPANY | $11 | — | $11 | 0.01% |
| SALATHIEL MALDONADO3 | 3717 CYPRESS AVENUE BROOKLYN, NY 11224 | THE PAUL REVERE LIFE INSURANCE COMPANY | $4 | — | $4 | 0.00% |
| PREMIER BENEFIT PLANS INC3 Filed as: PREMIER BENEFIT PLANS, INC. | 35 PINELAWN ROAD SUITE 208E MELVILLE, NY 11747 | COMPANION LIFE INSURANCE COMPANY | $2K | — | $2K | 10.00% |
| PATRIOT GROWTH INSURANCE SERVICES3 | 808 GLENDALOUGH ROAD ERDENHEIM, PA 19038 | COMPANION LIFE INSURANCE COMPANY | — | $324 | $324 | 2.11% |
| PREMIER BENEFIT PLANS INC3 Filed as: PREMIER BENEFIT PLANS | 35 PINELAWN ROAD SUITE 208E MELVILLE, NY 11747 | UNITEDHEALTHCARE INSURANCE COMPANY | $717 | — | $717 | 10.00% |
| PREMIER BENEFIT PLANS INC3 Filed as: PREMIER BENEFIT PLANS | 35 PINELAWN ROAD SUITE 208 EAST MELVILLE, NY 11747 | TELADOC | $895 | — | $895 | 15.00% |
| A SECURE YOU INC3 | 63 SABLE RUN EAST AMHERST, NY 14051 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $315 | — | $315 | 11.58% |
| PREMIER BENEFIT PLANS INC3 Filed as: PREMIER BENEFIT PLANS, INC. | 35 PINELAWN ROAD SUITE 208E MELVILLE, NY 11747 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $154 | — | $154 | 5.66% |
| JACK SOARES II3 | 28 ONEIDA STREET NEW BRITAIN, CT 06053 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $29 | — | $29 | 1.07% |
| PREMIER BENEFIT PLANS INC3 Filed as: PREMIER BENEFIT PLANS, INC. | 35 PINELAWN ROAD SUITE 208E MELVILLE, NY 11747 | MUTUAL OF OMAHA INSURANCE COMPANY | $246 | — | $246 | 9.99% |
| PATRIOT GROWTH INSURANCE SERVICES3 | 808 GLENDALOUGH ROAD ERDENHEIM, PA 19038 | MUTUAL OF OMAHA INSURANCE COMPANY | — | $52 | $52 | 2.11% |
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 | 90 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 3 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 96 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTHCARE INSURANCE COMPANY | 187 | $1.3M |
| Dental | UNITEDHEALTHCARE INSURANCE COMPANY | 85 | $7K |
| Vision | UNITEDHEALTHCARE INSURANCE COMPANY | 85 | $7K |
| Life insurance(3 contracts, 3 carriers) | THE PAUL REVERE LIFE INSURANCE COMPANY | 168 | $99K |
| Other(4 contracts, 4 carriers) | THE PAUL REVERE LIFE INSURANCE COMPANY | 168 | $92K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 187 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.