| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| JOEL LEVINE PLANNING LTD3 Filed as: JOEL LEVINE PLANNING | 111 EXPRESS ST PLAINVIEW, NY 11803 | EMBLEM HEALTH | $59K | — | $59K | 2.57% |
| GARY LEVINE3 | 350 MOTOR PARKWAY SUITE 404 HAUPPAUGE, NY 11788 | CARECONNECT INSURANCE COMPANY, INC. | $10K | — | $10K | 4.00% |
| SAVOY ASSOCIATES3 Filed as: DONALD SAVOY | 25B HANOVER ROAD SUITE 220 FLORHAM PARK, NJ 07932 | CARECONNECT INSURANCE COMPANY, INC. | — | $4K | $4K | 1.50% |
| JOEL LEVINE PLANNING LTD3 | 1800 WALT WHITMAN ROAD SUITE 160 MELVILLE, NY 11747 | AETNA LIFE INSURANCE COMPANY | $8K | — | $8K | 4.13% |
| FNA INSURANCE SERVICES INC3 Filed as: FNA INSURANCE SERVICES INC. | 1000 WOODBURY ROAD 4TH FLOOR, SUITE 403 WOODBURY, NY 11797 | AETNA LIFE INSURANCE COMPANY | $7K | — | $7K | 3.93% |
| ALAN J ZUCCARI INC3 Filed as: ALAN BERGMAN | 520 BROADHOLLOW ROAD MELVILLE, OH 11747 | LINCOLN FINANCIAL GROUP | $4K | — | $4K | 10.65% |
| PROFESSIONAL GROUP PLANS INC3 | 225 WIRELESS BOULEVARD SUITE 308 HAUPPAUGE, NY 11788 | LINCOLN FINANCIAL GROUP | — | $2K | $2K | 5.19% |
| PROFESSIONAL GROUP PLANS INC3 | 225 WIRELESS BLVD SUITE 308 HAUPPAUGE, NY 11788 | LINCOLN FINANCIAL GROUP | — | $81 | $81 | 0.19% |
| ALAN J ZUCCARI INC3 Filed as: ALAN BERGMAN | 520 BROADHOLLOW ROAD MELVILLE, NY 11747 | LINCOLN FINANCIAL GROUP | $2K | — | $2K | 11.16% |
| PROFESSIONAL GROUP PLANS INC3 | 225 WIRELESS BLVD SUITE 308 HAUPPAUGE, NY 11788 | LINCOLN FINANCIAL GROUP | — | $833 | $833 | 5.20% |
| PROFESSIONAL GROUP PLANS INC3 | 225 WIRELESS BLVD SUITE 308 HAUPPAUGE, NY 11788 | LINCOLN FINANCIAL GROUP | — | $32 | $32 | 0.20% |
| DONALD C SAVOY INC3 | 25B HANOVER ROAD SUITE 200 FLORHAM PARK, NJ 07932 | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $1K | — | $1K | 15.00% |
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 | 242 | 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) | 242 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | EMBLEM HEALTH | 129 | $2.6M |
| Dental | AETNA LIFE INSURANCE COMPANY | 469 | $189K |
| Vision | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 205 | $10K |
| Life insurance | LINCOLN FINANCIAL GROUP | 236 | $16K |
| Long-term disability | LINCOLN FINANCIAL GROUP | 235 | $42K |
| Other | LINCOLN FINANCIAL GROUP | 236 | $16K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 469 | — |
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."
No prospect flags tripped on this filing.