| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| GARY LEVINE AND ASSOCIATES LTD3 | 445 BROADHOLLOW ROAD MELVILLE, NY 11747 | AETNA LIFE INSURANCE COMPANY | $6K | $0 | $6K | 5.07% |
| ASSUREDPARTNERS3 Filed as: EMERSON ROGERS LLC | THE EMPIRE STATE BUILDING NEW YORK, NY 10118 | AETNA LIFE INSURANCE COMPANY | $3K | $0 | $3K | 3.03% |
| ASSUREDPARTNERS3 Filed as: EMERSON ROGERS LLC | 669 RIVER DRIVE, CENTER II SUITE 305 ELMWOOD PARK, NJ 07407 | AETNA LIFE INSURANCE COMPANY | $2K | $0 | $2K | 1.63% |
| GARY LEVINE AND ASSOCIATES LTD3 | 445 BROADHOLLOW ROAD, SUITE 119 MELVILLE, NY 11747 | UNITEDHEALTHCARE INSURANCE COMPANY | $6K | $0 | $6K | 16.77% |
| GARY LEVINE AND ASSOCIATES LTD3 Filed as: GARY LEVINE AND ASSOCIATES | 445 BROADHOLLOW ROAD MELVILLE, NY 11747 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $0 | $3K | 8.50% |
| ROCHELLE DIANE KELLY-PERRY THOMAS3 | 46 IVY DRIVE JERICHO, NY 11753 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $923 | $448 | $1K | 4.29% |
| EDUARDO TUCTO3 Filed as: EDUARDO TUCTO AND OTHER AGENTS | 16 OCEAN PARKWAY BROOKLYN, NY 11218 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $139 | $1K | 3.56% |
| MIGNON BURTON3 | 4627 SOUTHAMPTON ARCH PORTSMOUTH, VA 23703 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $751 | $0 | $751 | 2.35% |
| FRANK JOSEPH AMBRIANO3 | 6 MARIE DRIVE HUNTINGTON, NY 11743 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $479 | $0 | $479 | 1.50% |
| WALTER THOMAS BONILLA3 | 9 LONGLEAF LANE MEDFORD, NY 11763 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $208 | $21 | $229 | 0.72% |
| LAUREN JACOBS3 | 364 RED MAPLE DRIVE WEST WANTAGH, NY 11793 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $168 | $0 | $168 | 0.53% |
| ROCHELLE DIANE KELLY-PERRY THOMAS3 | 46 IVY DRIVE JERICHO, NY 11753 | THE PAUL REVERE LIFE INSURANCE COMPANY | $405 | $207 | $612 | 4.74% |
| GARY LEVINE AND ASSOCIATES LTD3 Filed as: GARY LEVINE AND ASSOCIATES | 445 BROADHOLLOW ROAD MELVILLE, NY 11747 | THE PAUL REVERE LIFE INSURANCE COMPANY | $511 | $0 | $511 | 3.96% |
| FRANK JOSEPH AMBRIANO3 | 6 MARIE DRIVE HUNTINGTON, NY 11743 | THE PAUL REVERE LIFE INSURANCE COMPANY | $443 | $0 | $443 | 3.43% |
| MICHAEL REINHART AND OTHER AGENTS3 | 11 DALTON STREET LONG BEACH, NY 11561 | THE PAUL REVERE LIFE INSURANCE COMPANY | $215 | $0 | $215 | 1.67% |
| LAUREN JACOBS3 | 364 RED MAPLE DRIVE WEST WANTAGH, NY 11793 | THE PAUL REVERE LIFE INSURANCE COMPANY | $158 | $0 | $158 | 1.22% |
| WALTER THOMAS BONILLA3 | 9 LONGLEAF LANE MEDFORD, NY 11763 | THE PAUL REVERE LIFE INSURANCE COMPANY | $76 | $18 | $94 | 0.73% |
| MIGNON BURTON3 | 4627 SOUTHAMPTON ARCH PORTSMOUTH, VA 23703 | THE PAUL REVERE LIFE INSURANCE COMPANY | $83 | $0 | $83 | 0.64% |
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 | 339 | 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) | 339 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | AETNA LIFE INSURANCE COMPANY | 317 | $111K |
| Vision | AETNA LIFE INSURANCE COMPANY | 317 | $111K |
| Life insurance | UNITEDHEALTHCARE INSURANCE COMPANY | 339 | $38K |
| Other(3 contracts, 3 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 339 | $83K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 339 | — |
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.