| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ACRISURE LLC3 Filed as: ACRISURE INS PARTNERS SERVICES NY | 90 S RIDGE STREET RYE BROOK, NY 105732811 | UNITEDHEALTHCARE INSURANCE COMPANY | $187K | — | $187K | 3.00% |
| ACRISURE LLC3 Filed as: ACRISURE PGM INSURANCE SERVICES LLC | 311 CLOCK TOWER CMNS BREWSTER, NY 105094059 | UNITEDHEALTHCARE INSURANCE COMPANY | — | $59K | $59K | 0.95% |
| ACRISURE LLC3 | 100 OTTAWA AVENUE SW GRAND RAPIDS, MI 495035087 | UNITEDHEALTHCARE INSURANCE COMPANY | -$83 | — | -$83 | -0.00% |
| ACRISURE LLC3 | 555 TAXTER ROAD SUITE 125 ELMSFORD, NY 10523 | AFLAC | $21K | — | $21K | 5.85% |
| TAMIKA M OXFORD3 | 186 DELAWARE AVENUE FREEPORT, NY 11520 | AFLAC | $8K | $539 | $8K | 2.39% |
| EPSIX, INC.3 Filed as: EPSIX INC. | 687 E. BROADWAY MILFORD, CT 06460 | AFLAC | $6K | — | $6K | 1.62% |
| COLIN MCVETTY3 | 449 MARCELLUS ROAD MINEOLA, NY 11501 | AFLAC | $5K | $521 | $5K | 1.57% |
| SHANNON KIRKWOOD3 | 2424 42ND STREET APT D5 ASTORIA, NY 11103 | AFLAC | $3K | $896 | $4K | 1.21% |
| PATRICK RUHLE3 | 200 GARDEN CITY PLZ SUITE 410 GARDEN CITY, NY 11530 | AFLAC | $3K | — | $3K | 0.91% |
| MASSIMO & ASSOCIATES INC3 Filed as: MASSIMO J MURDOCCA JR. | 1400 MUSTANG STREET NOKOMIS, FL 34275 | AFLAC | $3K | — | $3K | 0.77% |
| TSG FINANCIAL LLC3 | 950 FRANKLIN AVE GARDEN CITY, NY 11530 | AFLAC | $2K | — | $2K | 0.65% |
| DONALD ERIC HOYER3 Filed as: DONALD HOYER | 44 REYNOLDS DRIVE LIDO BEACH, NY 11561 | AFLAC | $2K | — | $2K | 0.57% |
| SHARON A MARTIN-TOUSSAINT3 | 231 PRIMROSE AVENUE MOUNT VERNON, NY 10552 | AFLAC | $2K | $458 | $2K | 0.57% |
| CHRISTOPHER F BUTLER3 | 956 WASHINGTON STREET BALDWIN, NY 11510 | AFLAC | $1K | $430 | $2K | 0.53% |
| JAMES ROBERT CONFORT3 Filed as: JAMES CONFORT | 3 SUNSET LANE GARDEN CITY, NY 11530 | AFLAC | $2K | $323 | $2K | 0.53% |
| CHRISTOPHER TARI3 | 1179 WEBBER AVENUE SOUTH HEMPSTEAD, NY 11550 | AFLAC | $955 | $287 | $1K | 0.35% |
| ACRISURE LLC3 | P.O. BOX 1788 GRAND RAPIDS, MI 49501 | AFLAC | $1K | — | $1K | 0.29% |
| ALEXANDRA LLANO3 Filed as: ALEXANDRA CZAPLICKI | 42 PRESCOTT STREET GARDEN CITY, NY 11530 | AFLAC | $685 | $145 | $830 | 0.24% |
| MASSIMO & ASSOCIATES INC3 Filed as: MASSIMO & ASSOCIATES INC. | 1400 MUSTANG STREET NOKOMIS, FL 34275 | AFLAC | $794 | — | $794 | 0.23% |
| KENNETH C MEIER CORP3 Filed as: KENNETH C MEIER CORP. | 19 MARKWOOD ROAD GARDEN CITY, NY 11530 | AFLAC | $712 | — | $712 | 0.20% |
| SEAN FX GLEASON LLC3 | 52 HOLIDAY PARK DRIVE HAUPPAUGE, NY 11788 | AFLAC | $636 | $63 | $699 | 0.20% |
| JEFFREY MARTIN SACKS3 | 2 ROXBURY ROAD ROCKVILLE CENTRE, NY 11570 | AFLAC | $370 | $153 | $523 | 0.15% |
| ASD INSURANCE AND FINANCIAL SERVICE3 Filed as: ASD INS AND FINANCIAL SVCS LLC | 3450 LAKESIDE DRIVE SUITE 400 MIRAMAR, FL 33027 | AFLAC | $482 | — | $482 | 0.14% |
| TIMOTHY SPRINGER3 | 186 DELAWARE AVENUE FREEPORT, NY 11520 | AFLAC | $427 | — | $427 | 0.12% |
| WILLIAM WHICHER3 | 11 KEENAN PLACE GARDEN CITY, NY 11530 | AFLAC | $402 | — | $402 | 0.11% |
| MICHELLE EASTON3 | 168 ELMWOOD STREET VALLEY STREAM, NY 11581 | AFLAC | $384 | — | $384 | 0.11% |
| EDWARD ASSAF3 | 51 ROYDON DRIVE E. NORTH MERRICK, NY 11566 | AFLAC | $277 | — | $277 | 0.08% |
| TIMOTHY CULLINAN3 | 6203 MARINA DRIVE HOLMES BEACH, FL 34217 | AFLAC | $249 | — | $249 | 0.07% |
| SHAUN M KLUG3 Filed as: SHAUN TOMPKINS | 251 LAKEVIEW AVENUE ROCKVILLE CENTRE, NY 11570 | AFLAC | $206 | — | $206 | 0.06% |
| ALISSA POMERANTZ3 | 524 CHAUNCEY LANE LAWRENCE, NY 11559 | AFLAC | $206 | — | $206 | 0.06% |
| ANGELA MONTENEGRO3 | 74 HILLANDALE DRIVE NEW ROCHELLE, NY 10804 | AFLAC | $154 | $51 | $205 | 0.06% |
| JAMES WARREN3 | 608 W. CHESTER STREET LONG BEACH, NY 11561 | AFLAC | $201 | — | $201 | 0.06% |
| ELIZABETH MOFFITT3 | 67 MILL LANE HUNTINGTON, NY 11743 | AFLAC | $200 | — | $200 | 0.06% |
| BENITO A ROTONDI II INC3 Filed as: BENITO A ROTONDI II INC. | 23 PINE RIDGE ROAD SARATOGA SPRINGS, NY 12866 | AFLAC | $175 | — | $175 | 0.05% |
| BRIAN WHITE3 | 6 COWDIN LANE CHAPPAQUA, NY 10514 | AFLAC | $175 | — | $175 | 0.05% |
| ANTHONY S ALMODOVAR3 Filed as: ANTHONY R ORGERA INC. | 35 PINELAWN ROAD SUITE 190 MELVILLE, NY 11747 | AFLAC | $108 | $15 | $123 | 0.04% |
| JOSEPH P CALARCO3 | P.O. BOX 130 AUBURN, NY 13021 | AFLAC | $71 | $23 | $94 | 0.03% |
| JACQUES P DAVID CORPORATION3 | 5 MONFORT DRIVE HUNTINGTON, NY 11743 | AFLAC | $76 | $15 | $91 | 0.03% |
| JACQUELINE ROTH3 | 1600 GRAND AVENUE APT. Q2 NORTH BALDWIN, NY 11510 | AFLAC | $82 | — | $82 | 0.02% |
| EVELYN BERNFELD3 | 12 GORHAM LANE DIX HILLS, NY 11746 | AFLAC | $78 | — | $78 | 0.02% |
| KARL A HAMILTON3 | 240 - 32B OAK PARK DRIVE DOUGLASTON, NY 11362 | AFLAC | $66 | — | $66 | 0.02% |
| ENROLL CONFIDENTLY INC3 Filed as: ENROLL CONFIDENTLY INC. | 13924 E. DYER LANE SCOTTSDALE, AZ 85262 | AFLAC | $61 | — | $61 | 0.02% |
| SHAUN T KONIOR3 Filed as: SHAUN KONIOR | 31 STRATFORD GRN FARMINGDALE, NY 11735 | AFLAC | $54 | — | $54 | 0.02% |
| MATTHEW CONFORT3 | 3 SUNSET LANE GARDEN CITY, NY 11530 | AFLAC | $47 | — | $47 | 0.01% |
| ELIZABETH CODOLUTO3 | 5 MAGGIO LANE OLD BETHPAGE, NY 11804 | AFLAC | $42 | — | $42 | 0.01% |
| DREW ARRIGAN3 | 2465 COLUMBUS AVENUE NORTH BELLMORE, NY 11710 | AFLAC | $41 | — | $41 | 0.01% |
| NOCHOLAS CALARCO3 | 162 YORK STREET AUBURN, NY 13021 | AFLAC | $24 | $5 | $29 | 0.01% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF NY INC. | P.O. BOX 745841 ATLANTA, GA 30374 | AFLAC | $19 | — | $19 | 0.01% |
| RABIA EBRAHIM3 | 38 KATHWOOD ROAD WHITE PLAINS, NY 10607 | AFLAC | $5 | — | $5 | 0.00% |
| MCINERNEY GROUP LLC3 | 14 STILLMAN LANE PLEASANTVILLE, NY 10570 | AFLAC | $3 | — | $3 | 0.00% |
| JACQUELIE HELENE FAN3 | 1179 WEBBER AVENUE SOUTH HEMPSTEAD, NY 11550 | AFLAC | $3 | — | $3 | 0.00% |
| ANTHONY CAVALLARO3 | 1 BAY CLUB DRIVE APT 4A BAYSIDE, NY 11360 | AFLAC | $2 | — | $2 | 0.00% |
| GA SOLUTIONS LLC3 | 311 CLOCK TOWER COMMONS DRIVE BREWSTER, NY 10509 | HARTFORD LIFE AND ACCIDENT | $32K | $31K | $64K | 19.72% |
| ACRISURE LLC3 | 100 OTTAWA AVE SW GRAND RAPIDS, MI 495035087 | UNITEDHEALTHCARE INSURANCE COMPANY | $14K | — | $14K | 5.45% |
| ACRISURE LLC3 Filed as: ACRISURE PGM INSURANCE SERVICES LLC | 311 CLOCK TOWER CMNS BREWSTER, NY 105094059 | UNITEDHEALTHCARE INSURANCE COMPANY | $9K | — | $9K | 3.33% |
| ACRISURE LLC3 Filed as: ACRISURE INS PARTNERS SERVICES NY | 90 S RIDGE STREET RYE BROOK, NY 105732811 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 0.77% |
| FRANK M DARTEE3 Filed as: FRANK M. DARTEE | 2 QUINCY DRIVE OAK RIDGE, NJ 07438 | THE PAUL REVERE LIFE INSURANCE COMPANY | $891 | — | $891 | 2.18% |
| RSC INSURANCE BROKERAGE INC3 Filed as: RSC INSURANCE BROKERAGE INC. | DBA RISK STRATEGIES COMPANY GARDEN CITY, NY 11530 | THE PAUL REVERE LIFE INSURANCE COMPANY | $468 | — | $468 | 1.15% |
| PGP LIFE BROKERAGE INC.3 | 225 WIRELESS BOULEVARD 1ST FLOOR HAUPPAGE, NY 11788 | THE PAUL REVERE LIFE INSURANCE COMPANY | $80 | — | $80 | 0.20% |
| MICHELLE DARTEE3 | 58 FIELDSTONE TRAIL SPARTA, NJ 07871 | THE PAUL REVERE LIFE INSURANCE COMPANY | $79 | — | $79 | 0.19% |
| WILLIAM E GOOD3 Filed as: WILLIAM E. GOOD | 545 TOM SAWYER ROAD DRIPPING SPRINGS, TX 78620 | THE PAUL REVERE LIFE INSURANCE COMPANY | $44 | — | $44 | 0.11% |
| CLARICE R MIMS3 | 172-90 HIGHLAND AVENUE JAMAICA ESTATES, NY 11432 | THE PAUL REVERE LIFE INSURANCE COMPANY | $39 | — | $39 | 0.10% |
| CHARLENE ALPAY3 | 606 WEST 116TH STREET NEW YORK, NY 10027 | THE PAUL REVERE LIFE INSURANCE COMPANY | $39 | — | $39 | 0.10% |
| EVELYN GARCIA3 | 55 BROADWAY NEW YORK, NY 10028 | THE PAUL REVERE LIFE INSURANCE COMPANY | $1 | — | $1 | 0.00% |
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 | 861 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 861 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 305 | $6.2M |
| Dental | UNITEDHEALTHCARE INSURANCE COMPANY | 657 | $263K |
| Vision | UNITEDHEALTHCARE INSURANCE COMPANY | 657 | $263K |
| Life insurance | HARTFORD LIFE AND ACCIDENT | 741 | $322K |
| Long-term disability | HARTFORD LIFE AND ACCIDENT | 741 | $322K |
| Other | HARTFORD LIFE AND ACCIDENT | 741 | $322K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 741 | — |
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.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.