| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON DELAWARE INC | P.O. BOX 28852 NEW YORK, NY 10087 | METROPOLITAN LIFE INSURANCE COMPANY | $56K | $42 | $56K | 1.22% |
| TRION GROUP, INC.3 Filed as: TRION GROUP | 2300 RENAISSANCE BOULEVARD KING OF PRUSSIA, PA 19406 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $97K | — | $97K | 2.27% |
| COMPSYCH5 | 455 NORTH CITYFRONT PLAZA DRIVE CHICAGO, IL 60611 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | — | $14K | $14K | 0.33% |
| TRION GROUP, INC.3 Filed as: TRION GROUP | 2300 RENAISSANCE BOULEVARD KING OF PRUSSIA, PA 19406 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $86K | — | $86K | 3.97% |
| TRION GROUP, INC.3 Filed as: TRION GROUP | 2300 RENAISSANCE BOULEVARD KING OF PRUSSIA, PA 19406 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $7K | — | $7K | 1.00% |
| REUBEN WARNER ASSOCIATES, INC.5 | 1655 RICHMOND AVENUE STATEN ISLAND, NY 10314 | ZURICH AMERICAN INSURANCE COMPANY | — | $22K | $22K | 15.00% |
| TRION GROUP, INC.3 Filed as: TRION GROUP | 2300 RENAISSANCE BOULEVARD KING OF PRUSSIA, PA 19406 | METROPOLITAN LIFE INSURANCE COMPANY | $10K | $114 | $10K | 17.52% |
| TRION GROUP, INC.3 Filed as: TRION GROUP | 2300 RENAISSANCE BOULEVARD KING OF PRUSSIA, PA 19406 | METROPOLITAN LIFE INSURANCE COMPANY | $11K | $6K | $17K | — |
| TRION GROUP, INC.3 Filed as: TRION GROUP | 2300 RENAISSANCE BOULEVARD KING OF PRUSSIA, PA 19406 | METROPOLITAN LIFE INSURANCE COMPANY | $5K | $40 | $5K | — |
| TRION GROUP, INC.3 Filed as: TRION GROUP | 2300 RENAISSANCE BOULEVARD KING OF PRUSSIA, PA 19406 | METROPOLITAN LIFE INSURANCE COMPANY | $18K | $40 | $18K | — |
| REUBEN WARNER ASSOCIATES, INC.3 | 1655 RICHMOND AVENUE STATEN ISLAND, NY 10314 | NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA | -$10K | — | -$10K | — |
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 | 7,769 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 605 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 8,374 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 285 | $2.6M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 11,220 | $4.6M |
| Vision(2 contracts) | COMBINED INSURANCE COMPANY OF AMERICA | 11,268 | $581K |
| Life insurance(4 contracts, 2 carriers) | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 8,516 | $6.4M |
| Long-term disability(2 contracts, 2 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 7,769 | $723K |
| Other(6 contracts, 5 carriers) | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 8,345 | $5.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 11,268 | — |
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.