| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC5 Filed as: MARSH USA INC. | DBA TRION GROUP, MMC COMPANY 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | — | $346K | $346K | 7.98% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH USA INC. | DBA TRION GROUP, MMC COMPANY 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | — | $13K | $13K | 0.30% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GRP. A MCC AGENCY, LLC CO | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 194062772 | METROPOLITAN LIFE INSURANCE COMPANY | $674K | $69K | $744K | 21.54% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $53K | $53K | 1.91% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $51K | $51K | 1.91% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GRP. A MCC AGENCY, LLC CO. | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 194062772 | METROPOLITAN LIFE INSURANCE COMPANY | $398K | $41K | $439K | 21.61% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $4K | $4K | 1.91% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $1K | $1K | 0.86% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $1K | $1K | 0.82% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $1K | $1K | 0.86% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $2K | $2K | 1.91% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $2K | $2K | 1.91% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $2K | $2K | 1.91% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $2K | $2K | 1.91% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $2K | $2K | 1.91% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $2K | $2K | 1.91% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $1K | $1K | 1.91% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURACE COMPANY | — | $1K | $1K | 1.91% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $1K | $1K | 1.91% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $930 | $930 | 1.91% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $855 | $855 | 1.91% |
| SEDGWICK CLAIMS MANAGEMENT SERVICES5 Filed as: SEDGWICK CLAIMS MGMT SVCS., INC. | 2620 THOUSAND OAKS BLVD. MEMPHIS, TN 38118 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | — | $6K | $6K | 15.76% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH USA INC. | DBA TRION GROUP, MMC CO. 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | — | $744 | $744 | 1.98% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $632 | $632 | 1.91% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $509 | $509 | 1.91% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $443 | $443 | 1.91% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $435 | $435 | 1.91% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $417 | $417 | 1.91% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $376 | $376 | 1.91% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $369 | $369 | 1.91% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $358 | $358 | 1.91% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $344 | $344 | 1.91% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $339 | $339 | 1.91% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $321 | $321 | 1.91% |
| TRION GROUP, INC.3 Filed as: TRION GROUP INC. | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $319 | $319 | 1.91% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $299 | $299 | 1.91% |
| TRION GROUP, INC.3 Filed as: TRION GROUP INC. | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $284 | $284 | 1.91% |
| TRION GROUP, INC.3 Filed as: TRION GROUP INC. | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $239 | $239 | 1.91% |
| TRION GROUP, INC.3 Filed as: TRION GROUP INC. | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $230 | $230 | 1.91% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $229 | $229 | 1.91% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $216 | $216 | 1.91% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $212 | $212 | 1.91% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $211 | $211 | 1.91% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $191 | $191 | 1.91% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $184 | $184 | 1.91% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $182 | $182 | 1.91% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $170 | $170 | 1.91% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $162 | $162 | 1.92% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $156 | $156 | 1.91% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $64 | $64 | 0.86% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $112 | $112 | 1.91% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $42 | $42 | 0.86% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $92 | $92 | 1.91% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $20 | $20 | 1.91% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $19 | $19 | 1.94% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $15 | $15 | 1.88% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $12 | $12 | 1.94% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $11 | $11 | 1.83% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $10 | $10 | 1.92% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $8 | $8 | 1.99% |
| TRION GROUP, INC.3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | — | $4 | $4 | 1.96% |
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 | 33,696 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 997 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 256 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 34,949 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(14 contracts, 11 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 23,644 | $58.5M |
| Dental(7 contracts, 4 carriers) | AETNA LIFE INSURANCE COMPANY | 2,246 | $9.3M |
| Vision(8 contracts, 6 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 2,385 | $42.0M |
| Life insurance(72 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 14,856 | $12.4M |
| Short-term disability(6 contracts, 2 carriers) | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | 10,994 | $4.7M |
| Long-term disability | AETNA LIFE INSURANCE COMPANY | 1,073 | $159K |
| Prescription drug(10 contracts, 8 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 2,385 | $45.1M |
| Other(29 contracts, 5 carriers) | AETNA LIFE INSURANCE COMPANY | 23,644 | $24.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 23,644 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.