| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| GARY LEVINE AND ASSOCIATES LTD3 Filed as: GARY LEVINE & ASSOCIATES LTD | 445 BROADHOLLOW ROAD MELVILLE, NY 11747 | AETNA LIFE INSURANCE COMPANY | $5K | $0 | $5K | 4.70% |
| EMERSON REID LLC3 | THE EMPIRE STATE BUILDING NEW YORK, NY 10118 | AETNA LIFE INSURANCE COMPANY | $5K | $0 | $5K | 3.97% |
| ASSUREDPARTNERS3 Filed as: EMERSON ROGERS LLC | THE EMPIRE STATE BUILDING NEW YORK, NY 10118 | AETNA LIFE INSURANCE COMPANY | $433 | $0 | $433 | 0.37% |
| GARY LEVINE AND ASSOCIATES LTD3 Filed as: GARY LEVINE & ASSOCIATES LTD | 445 BROADHOLLOW ROAD SUITE 119 MELVILLE, NY 11747 | ANTHEM LIFE AND DISABILITY INSURANCE COMPANY | $3K | $0 | $3K | 7.64% |
| ASSUREDPARTNERS3 Filed as: EMERSON ROGERS LLC | 5200 NORTH PALM AVENUE, SUITE 114 FRESNO, CA 93704 | ANTHEM LIFE AND DISABILITY INSURANCE COMPANY | $0 | $2K | $2K | 4.99% |
| GARY LEVINE AND ASSOCIATES LTD3 Filed as: GARY LEVINE & ASSOCIATES | 445 BROADHOLLOW ROAD MELVILLE, NY 11747 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $0 | $2K | 6.41% |
| MJ INSURANCE3 Filed as: MIGNON BURTON & VARIOUS AGENTS | 4627 SOUTHAMPTON ARCH PORTSMOUTH, VA 23703 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $896 | $82 | $978 | 3.38% |
| FRANK JOSEPH AMBRIANO3 | 6 MARIE DRIVE HUNTINGTON, NY 11743 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $937 | $0 | $937 | 3.23% |
| ROCHELLE DIANE KELLY-PERRY THOMAS3 | 5 NORTH WESLEY COURT HUNTINGTON, NY 11743 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $194 | $38 | $232 | 0.80% |
| LAUREN JACOBS3 | 364 RED MAPLE DRIVE WEST WANTAGH, NY 11793 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $208 | $1 | $209 | 0.72% |
| WALTER THOMAS BONILLA3 | 9 LONGLEAF LANE MEDFORD, NY 11763 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $191 | $11 | $202 | 0.70% |
| ALYSSA RAE TORRES3 | 1574 56TH STREET BROOKLYN, NY 11219 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $118 | $0 | $118 | 0.41% |
| FRANK JOSEPH AMBRIANO3 | 6 MARIE DRIVE HUNTINGTON, NY 11743 | THE PAUL REVERE LIFE INSURANCE COMPANY | $356 | $0 | $356 | 4.05% |
| ROCHELLE DIANE KELLY-PERRY THOMAS3 | 5 NORTH WESLEY COURT HUNTINGTON, NY 11743 | THE PAUL REVERE LIFE INSURANCE COMPANY | $177 | $34 | $211 | 2.40% |
| GARY LEVINE AND ASSOCIATES LTD3 Filed as: GARY LEVINE & ASSOCIATES | 445 BROADHOLLOW ROAD MELVILLE, NY 11747 | THE PAUL REVERE LIFE INSURANCE COMPANY | $156 | $0 | $156 | 1.77% |
| LAUREN JACOBS3 | 364 RED MAPLE DRIVE WEST WANTAGH, NY 11793 | THE PAUL REVERE LIFE INSURANCE COMPANY | $152 | $0 | $152 | 1.73% |
| WALTER THOMAS BONILLA3 | 9 LONGLEAF LANE MEDFORD, NY 11763 | THE PAUL REVERE LIFE INSURANCE COMPANY | $49 | $2 | $51 | 0.58% |
| MJ INSURANCE3 Filed as: TYRONE HOLLAND & VARIOUS AGENTS | 79 WEDGEWOOD DRIVE CORAM, NY 11727 | THE PAUL REVERE LIFE INSURANCE COMPANY | $24 | $0 | $24 | 0.27% |
| MIGNON BURTON3 | 4627 SOUTHAMPTON ARCH PORTSMOUTH, VA 23703 | THE PAUL REVERE LIFE INSURANCE COMPANY | $20 | $0 | $20 | 0.23% |
| GARY LEVINE AND ASSOCIATES LTD3 Filed as: GARY LEVINE & ASSOCIATES | 445 BROADHOLLOW ROAD MELVILLE, NY 11747 | THE PAUL REVERE LIFE INSURANCE COMPANY | $247 | $0 | $247 | 4.26% |
| FRANK JOSEPH AMBRIANO3 | 6 MARIE DRIVE HUNTINGTON, NY 11743 | THE PAUL REVERE LIFE INSURANCE COMPANY | $204 | $0 | $204 | 3.52% |
| MARTIN JOHN LISTON3 | 244 LIVINGSTON AVENUE BABYLON, NY 11702 | THE PAUL REVERE LIFE INSURANCE COMPANY | $74 | $0 | $74 | 1.28% |
| ROCHELLE DIANE KELLY-PERRY THOMAS3 | 5 NORTH WESLEY COURT HUNTINGTON, NY 11743 | THE PAUL REVERE LIFE INSURANCE COMPANY | $49 | $4 | $53 | 0.91% |
| MJ INSURANCE3 Filed as: MARY DAUGHERTY & VARIOUS AGENTS | 7625 STAR GAZING LANE KNOXVILLE, TN 37938 | THE PAUL REVERE LIFE INSURANCE COMPANY | $47 | $5 | $52 | 0.90% |
| LAUREN JACOBS3 | 364 RED MAPLE DRIVE WEST WANTAGH, NY 11793 | THE PAUL REVERE LIFE INSURANCE COMPANY | $36 | $0 | $36 | 0.62% |
| WALTER THOMAS BONILLA3 | 9 LONGLEAF LANE MEDFORD, NY 11763 | THE PAUL REVERE LIFE INSURANCE COMPANY | $26 | $1 | $27 | 0.47% |
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 | 307 | 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) | 307 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | AETNA LIFE INSURANCE COMPANY | 282 | $116K |
| Vision | AETNA LIFE INSURANCE COMPANY | 282 | $116K |
| Life insurance | ANTHEM LIFE AND DISABILITY INSURANCE COMPANY | 307 | $36K |
| Other(4 contracts, 3 carriers) | ANTHEM LIFE AND DISABILITY INSURANCE COMPANY | 307 | $80K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 307 | — |
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.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.