| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| GARY LEVINE & ASSOCIATES LIMITED3 | 445 BROADHOLLOW ROAD MELVILLE, NY 11747 | AETNA LIFE INSURANCE COMPANY | $7K | $0 | $7K | 5.53% |
| ASSUREDPARTNERS3 Filed as: EMERSON ROGERS LLC | 669 RIVER DRIVE CENTER II, SUITE 30 ELMWOOD PARK, NJ 07407 | AETNA LIFE INSURANCE COMPANY | $6K | $0 | $6K | 5.08% |
| GARY LEVINE AND ASSOCIATES LTD3 Filed as: GARY LEVINE & ASSOCIATES | 445 BROADHOLLOW ROAD, SUITE 119 MELVILLE, NY 11747 | UNITEDHEALTHCARE INSURANCE COMPANY | $4K | $0 | $4K | 8.78% |
| GARY LEVINE AND ASSOCIATES LTD3 Filed as: GARY LEVINE & ASSOCIATES | 445 BROADHOLLOW ROAD MELVILLE, NY 11747 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $0 | $3K | 7.71% |
| MCO PARTNERS LLC3 | 549 BORDEN AVENUE, SUITE 9J LONG ISLAND CITY, NY 11101 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $1K | $3K | 7.69% |
| PAMELA SUSAN LEVY3 | 150 50TH AVENUE LONG ISLAND CITY, NY 11101 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $640 | $121 | $761 | 2.24% |
| WALTER THOMAS BONILLA3 Filed as: WALTER THOMAS BONILLA & OTHER AGENT | 9 LONGLEAF LANE MEDFORD, NY 11763 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $570 | $16 | $586 | 1.73% |
| FRANK JOSEPH AMBRIANO3 | 6 MARIE DRIVE HUNTINGTON, NY 11743 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $329 | $0 | $329 | 0.97% |
| ROCHELLE DIANE KELLY-PERRY THOMAS3 | 46 IVY DRIVE JERICHO, NY 11753 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $293 | $31 | $324 | 0.95% |
| DRUSILLA ROBERTSON3 | 678 WARBURTON AVENUE, APARTMENT 7C YONKERS, NY 10701 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $258 | $41 | $299 | 0.88% |
| MCO PARTNERS LLC3 | 549 BORDEN AVENUE, SUITE 9J LONG ISLAND CITY, NY 11101 | THE PAUL REVERE LIFE INSURANCE COMPANY | $1K | $625 | $2K | 8.32% |
| GARY LEVINE AND ASSOCIATES LTD3 Filed as: GARY LEVINE & ASSOCIATES | 445 BROADHOLLOW ROAD MELVILLE, NY 11747 | THE PAUL REVERE LIFE INSURANCE COMPANY | $2K | $0 | $2K | 8.17% |
| PAMELA SUSAN LEVY3 | 150 50TH AVENUE LONG ISLAND CITY, NY 11101 | THE PAUL REVERE LIFE INSURANCE COMPANY | $568 | $113 | $681 | 3.21% |
| DRUSILLA ROBERTSON3 | 678 WARBURTON AVENUE, APARTMENT 7C YONKERS, NY 10701 | THE PAUL REVERE LIFE INSURANCE COMPANY | $403 | $46 | $449 | 2.11% |
| FRANK JOSEPH AMBRIANO3 | 6 MARIE DRIVE HUNTINGTON, NY 11743 | THE PAUL REVERE LIFE INSURANCE COMPANY | $382 | $0 | $382 | 1.80% |
| ROCHELLE DIANE KELLY-PERRY THOMAS3 | 46 IVY DRIVE JERICHO, NY 11753 | THE PAUL REVERE LIFE INSURANCE COMPANY | $198 | $22 | $220 | 1.04% |
| LAUREN JACOBS3 | 364 RED MAPLE DRIVE WEST WANTAGH, NY 11793 | THE PAUL REVERE LIFE INSURANCE COMPANY | $138 | $0 | $138 | 0.65% |
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 | 357 | 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) | 357 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | AETNA LIFE INSURANCE COMPANY | 327 | $120K |
| Vision | AETNA LIFE INSURANCE COMPANY | 327 | $120K |
| Life insurance | UNITEDHEALTHCARE INSURANCE COMPANY | 357 | $42K |
| Other(3 contracts, 3 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 357 | $97K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 357 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.