| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $35K | $35K | 1.38% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $17K | $17K | 1.38% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $15K | $15K | 1.38% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $783 | $783 | 0.36% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $3K | $3K | 1.38% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $548 | $548 | 0.36% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $2K | $2K | 1.38% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $2K | $2K | 1.38% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $707 | $707 | 0.65% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $1K | $1K | 1.38% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURACE COMPANY | — | $1K | $1K | 1.38% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $998 | $998 | 1.38% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $941 | $941 | 1.38% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $793 | $793 | 1.38% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $780 | $780 | 1.38% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $599 | $599 | 1.38% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $476 | $476 | 1.38% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $425 | $425 | 1.38% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $337 | $337 | 1.38% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $328 | $328 | 1.38% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $283 | $283 | 1.38% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $256 | $256 | 1.38% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $218 | $218 | 1.38% |
| TRION GROUP, INC.3 Filed as: TRION GROUP INC. | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $204 | $204 | 1.38% |
| TRION GROUP, INC.3 Filed as: TRION GROUP INC. | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $190 | $190 | 1.38% |
| TRION GROUP, INC.3 Filed as: TRION GROUP INC. | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $190 | $190 | 1.38% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $174 | $174 | 1.38% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $169 | $169 | 1.38% |
| TRION GROUP, INC.3 Filed as: TRION GROUP INC. | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $158 | $158 | 1.38% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $151 | $151 | 1.38% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $145 | $145 | 1.38% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $141 | $141 | 1.39% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $140 | $140 | 1.38% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $136 | $136 | 1.38% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $135 | $135 | 1.38% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $122 | $122 | 1.38% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $31 | $31 | 0.37% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $114 | $114 | 1.38% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $105 | $105 | 1.38% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $102 | $102 | 1.38% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $93 | $93 | 1.39% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $86 | $86 | 1.39% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $22 | $22 | 0.37% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $71 | $71 | 1.37% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $62 | $62 | 1.37% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $56 | $56 | 1.38% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $51 | $51 | 1.38% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $47 | $47 | 1.38% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $15 | $15 | 1.40% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $11 | $11 | 1.32% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $9 | $9 | 1.36% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $8 | $8 | 1.33% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $7 | $7 | 1.45% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $6 | $6 | 1.43% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $2 | $2 | 1.79% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $1 | $1 | 1.19% |
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 | 34,132 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,803 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 35,935 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(12 contracts, 10 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 3,563 | $58.1M |
| Dental(5 contracts, 3 carriers) | AETNA LIFE INSURANCE COMPANY | 2,276 | $8.2M |
| Vision(2 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 1,866 | $7.7M |
| Life insurance(52 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 15,758 | $6.2M |
| Short-term disability(4 contracts) | AETNA LIFE INSURANCE COMPANY | 2,361 | $379K |
| Long-term disability | AETNA LIFE INSURANCE COMPANY | 797 | $109K |
| Prescription drug(3 contracts, 3 carriers) | AETNA LIFE INSURANCE COMPANY | 1,866 | $12.1M |
| Other(2 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 1,866 | $10.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 15,758 | — |
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 comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.