| 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 | 3.26% |
| PREMIER BENEFIT PLANS INC3 | 35 PINELAWN ROAD MELVILLE, NY 11747 | THE PAUL REVERE LIFE INSURANCE COMPANY | $4K | — | $4K | 5.89% |
| SOTERIA PARTNERS LLC3 | 1050 WALL STREET WEST LYNDHURST, NJ 07071 | THE PAUL REVERE LIFE INSURANCE COMPANY | $2K | $11 | $2K | 2.97% |
| CDC CONSULTING SERVICES INC3 | 47 WESTERN AVENUE DEER PARK, NY 11729 | THE PAUL REVERE LIFE INSURANCE COMPANY | $725 | — | $725 | 1.11% |
| EDWARD P DOUGHERTY INC3 | 4550 PRESTWICK DRIVE READING, PA 19606 | THE PAUL REVERE LIFE INSURANCE COMPANY | $192 | — | $192 | 0.29% |
| AMARILIS ALTAGRACIA CSIKORTOS3 | 480 CREEK TERRACE DRIVE SAGINAW, TX 76131 | THE PAUL REVERE LIFE INSURANCE COMPANY | $127 | — | $127 | 0.19% |
| KIMANI MATTHEW3 | 52 CANTON ROAD WEST SIMSBURY, CT 06092 | THE PAUL REVERE LIFE INSURANCE COMPANY | $100 | $3 | $103 | 0.16% |
| MARIA MULLER3 | 495 WINDEMERE AVENUE MT ARLINGTON, NJ 07856 | THE PAUL REVERE LIFE INSURANCE COMPANY | $77 | $11 | $88 | 0.13% |
| BRAD BIEL3 | 1050 WALL STREET WEST LYNDHURST, NJ 07071 | THE PAUL REVERE LIFE INSURANCE COMPANY | $74 | $2 | $76 | 0.12% |
| LORENA GILER LOPEZ3 Filed as: LORENA GILER-LOPEZ | 7784 271 STREET NEW HYDE PARK, NY 11040 | THE PAUL REVERE LIFE INSURANCE COMPANY | $46 | — | $46 | 0.07% |
| HELEN DIZ-HATTON3 | 8251 GREENSBORO DRIVE MCLAINE, VA 22012 | THE PAUL REVERE LIFE INSURANCE COMPANY | $6 | — | $6 | 0.01% |
| PREMIER BENEFIT PLANS INC3 | 35 PINELAWN ROAD SUITE 208E MELVILLE, NY 11747 | UNITEDHEALTHCARE INSURANCE COMPANY | $973 | — | $973 | 1.70% |
| PREMIER BENEFIT PLANS INC3 | 35 PINELAWN ROAD SUITE 208E MELVILLE, NY 11747 | COMPANION LIFE INSURANCE COMPANY | $2K | $924 | $2K | 15.91% |
| PATRIOT GROWTH INSURANCE SERVICES3 | 4365 SOUTHWEST FREEWAY SUITE 750 HOUSTON, TX 77027 | COMPANION LIFE INSURANCE COMPANY | — | $308 | $308 | 1.97% |
| PREMIER BENEFIT PLANS INC3 | 35 PINELAWN ROAD SUITE 208E MELVILLE, NY 11747 | FIRST UNUM LIFE INSURANCE COMPANY | $738 | — | $738 | 15.00% |
| PREMIER BENEFIT PLANS INC3 | 35 PINELAWN ROAD SUITE 208E MELVILLE, NY 11747 | HARTFORD LIFE AND ACCIDENT | $682 | — | $682 | 15.00% |
| PREMIER BENEFIT PLANS INC3 Filed as: PREMIER BENEFIT PLANS, INC | 35 PINELAWN ROAD SUITE 208E MELVILLE, NY 11747 | MUTUAL OF OMAHA INSURANCE COMPANY | $250 | $148 | $398 | 15.92% |
| PATRIOT GROWTH INSURANCE SERVICES3 | 4365 SOUTHWEST FREEWAY SUITE 750 HOUSTON, TX 77027 | MUTUAL OF OMAHA INSURANCE COMPANY | — | $49 | $49 | 1.96% |
| A SECURE YOU INC3 | 63 SABLE RUN EAST AMHERST, NY 14051 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $218 | — | $218 | 9.71% |
| PREMIER BENEFITS PLANS INC3 | 35 PINELAWN ROAD SUITE 208E MELVILLE, NY 11747 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $150 | — | $150 | 6.68% |
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 | 178 | 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) | 178 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTHCARE INSURANCE COMPANY | 188 | $1.1M |
| Dental | UNITEDHEALTHCARE INSURANCE COMPANY | 87 | $57K |
| Vision | UNITEDHEALTHCARE INSURANCE COMPANY | 87 | $57K |
| Life insurance(4 contracts, 4 carriers) | THE PAUL REVERE LIFE INSURANCE COMPANY | 172 | $88K |
| Long-term disability(2 contracts, 2 carriers) | FIRST UNUM LIFE INSURANCE COMPANY | 17 | $9K |
| Other(5 contracts, 5 carriers) | THE PAUL REVERE LIFE INSURANCE COMPANY | 172 | $81K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 188 | — |
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.