| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MASSIMO & ASSOCIATES INC3 Filed as: MASSIMO & ASSOCIATES INC. | 1400 MUSTANG ST NOKOMIS, FL 34275 | AFLAC | $11K | — | $11K | 2.70% |
| TAMIKA M OXFORD3 Filed as: TAMIKA OXFORD | 186 DELAWARE AVE FREEPORT, NY 11520 | AFLAC | $9K | $1K | $10K | 2.59% |
| COLIN MCVETTY3 | 449 MARCELLUS RD MINEOLA, NY 11501 | AFLAC | $7K | $851 | $8K | 2.03% |
| ACRISURE LLC3 | 555 TAXTER RD STE 125 ELMSFORD, NY 10523 | AFLAC | $8K | — | $8K | 2.02% |
| PATRICK RUHLE3 | 200 GARDEN CITY PLZ STE 410 GARDEN CITY, NY 11530 | AFLAC | $7K | $410 | $8K | 1.98% |
| TSG FINANCIAL LLC3 | 950 FRANKLIN AVE GARDEN CITY, NY 11530 | AFLAC | $6K | — | $6K | 1.45% |
| DONALD ERIC HOYER3 Filed as: DONALD HOYER | 46 HERON ST LONG BEACH, NY 11561 | AFLAC | $5K | $181 | $5K | 1.36% |
| KENNETH C MEIER CORP3 | 401 FRANKLIN AVE STE 312 GARDEN CITY, NY 11530 | AFLAC | $2K | — | $2K | 0.45% |
| COMPUPAY INSURANCE SERVICES INC.3 Filed as: COMPUPAY INSURANCE SERVICES INC | 3450 LAKESIDE DR STE 400 MIRAMAR, FL 33027 | AFLAC | $1K | — | $1K | 0.35% |
| WILLIAM WHICHER3 | 1 LINDEN ST GARDEN CITY, NY 11530 | AFLAC | $1K | $49 | $1K | 0.28% |
| SHAUN M KLUG3 Filed as: SHAUN TOMPKINS | 2494 PARKVIEW PL FL 2 BALDWIN, NY 11510 | AFLAC | $575 | — | $575 | 0.14% |
| TIMOTHY CULLINAN3 | 6203 MARINA DR HOLMES BEACH, FL 34217 | AFLAC | $513 | — | $513 | 0.13% |
| CHRISTOPHER TARI3 | 80 N CENTRE AVE APT PH416 ROCKVILLE CENTRE, NY 11570 | AFLAC | $397 | $91 | $488 | 0.12% |
| JAMES ROBERT CONFORT3 Filed as: JAMES CONFORT | 3 SUNSUT LN GARDEN CITY, NY 11530 | AFLAC | $397 | $91 | $488 | 0.12% |
| BRIAN WHITE3 | 6 COWDIN LN CHAPPAQUA, NY 10514 | AFLAC | $440 | — | $440 | 0.11% |
| BENITO A ROTONDI II INC3 | 23 PINE RIDGE RD SARATOGA SPRINGS, NY 12866 | AFLAC | $440 | — | $440 | 0.11% |
| EDWARD ASSAF3 | 51 ROYDON DR E NORTH MERRICK, NY 11566 | AFLAC | $330 | $52 | $382 | 0.10% |
| JAMES WARREN3 | 608 W CHESTER ST LONG BEACH, NY 11561 | AFLAC | $369 | — | $369 | 0.09% |
| SHAUN T KONIOR3 Filed as: SHAUN KONIOR | 1410 MITCHELL FIELD WAY GARDEN CITY, NY 11530 | AFLAC | $128 | — | $128 | 0.03% |
| CHARLES MCNEILL3 | 434 LAFAYETTE ST BRIDGEPORT, CT 06604 | AFLAC | $15 | — | $15 | 0.00% |
| DENISE POIRIER3 | 41 BENZ ST ANSONIA, CT 06401 | AFLAC | $11 | — | $11 | 0.00% |
| THOMAS MCKIERNAN3 | 109 BOSTON POST RD STE 6 AN 7 ORANGE, CT 06477 | AFLAC | $5 | — | $5 | 0.00% |
| VICTORIA ADDISON3 | 16 RICHMOND AVE JERICHO, NY 11753 | AFLAC | $3 | — | $3 | 0.00% |
| JACQUES P DAVID CORPORATION3 | 125 JERICHO TPKE STE 201 JERICHO, NY 11753 | AFLAC | $2 | — | $2 | 0.00% |
| ANTHONY CAVALLARO3 | 83 WICHARD BLVD COMMACK, NY 11725 | AFLAC | $2 | — | $2 | 0.00% |
| WILFRED COGER3 | 230 PARK AVE RM 1000 NEW YORK, NY 10169 | AFLAC | $2 | — | $2 | 0.00% |
| KEITH LEPACK3 | 1991 BROADWAY NEW YORK, NY 10023 | AFLAC | $1 | — | $1 | 0.00% |
| TREVOR FENNELL3 | 11835 QUEENS BLVD STE 1403 FOREST HILLS, NY 11375 | AFLAC | $1 | — | $1 | 0.00% |
| DKG INSURANCE & FINANCIAL SERVICES3 | 12404 PARK CENTRAL DRIVE SUITE 400S DALLAS, TX 75251 | UNITEDHEALTHCARE INSURANCE COMPANY | $27K | — | $27K | 9.16% |
| CENTERSTONE INSURANCE AND FINANCIAL3 Filed as: CENTERSTON INSURANCE NEW YORK | 1133 WESTCHESTER AVENUE SUITE S229 WHITE PLAINS, NY 10604 | UNITEDHEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 0.43% |
| ACRISURE LLC3 Filed as: ACRISURE, LLC DBA THE SIGNATUR | 501 FRANKLIN AVENUE GARDEN CITY, NY 11530 | UNUM LIFE INSURANCE COMPANY | $9K | — | $9K | 3.46% |
| ACRISURE LLC3 Filed as: ACRISURE DBA THE CAMPBELL GROUP | 5664 PRAIRIE CREEK DRIVE SE CALEDONIA, MI 49316 | UNUM LIFE INSURANCE COMPANY | — | $5K | $5K | 2.00% |
| FRANK M DARTEE3 | — | THE PAUL REVERE LIFE INSURANCE COMPANY | $2K | — | $2K | 2.60% |
| TSG FINANCIAL LLC3 | — | THE PAUL REVERE LIFE INSURANCE COMPANY | $1K | — | $1K | 1.55% |
| DIANE G. DAVIDSON3 Filed as: DIANE G DAVIDSON | — | THE PAUL REVERE LIFE INSURANCE COMPANY | $436 | — | $436 | 0.48% |
| MICHELLE DARTEE3 | — | THE PAUL REVERE LIFE INSURANCE COMPANY | $290 | $100 | $390 | 0.43% |
| WILLIAM E GOOD3 | — | THE PAUL REVERE LIFE INSURANCE COMPANY | $115 | — | $115 | 0.13% |
| PGP LIFE BROKERAGE INC.3 | — | THE PAUL REVERE LIFE INSURANCE COMPANY | $95 | — | $95 | 0.10% |
| CLARICE R MIMS3 Filed as: CLARICE R. MIMS | — | THE PAUL REVERE LIFE INSURANCE COMPANY | $80 | — | $80 | 0.09% |
| JAMEL WRIGHT3 | — | THE PAUL REVERE LIFE INSURANCE COMPANY | $26 | — | $26 | 0.03% |
| TOMMY TAM3 | — | THE PAUL REVERE LIFE INSURANCE COMPANY | $26 | — | $26 | 0.03% |
| BRYLIN EMPLOYEE BENEFITS LLC3 | 37 PONDVIEW DRIVE ALLENTOWN, NJ 08501 | THE PAUL REVERE LIFE INSURANCE COMPANY | $5 | — | $5 | 0.01% |
| EVELYN GARCIA3 | — | THE PAUL REVERE LIFE INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| SALATHIEL MALDONADO3 | — | THE PAUL REVERE LIFE INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| BRIAN SUMMERS3 | — | THE PAUL REVERE LIFE INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| HOWARD HOROWITZ3 Filed as: HOWARD P DILEMA | — | 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 | 1,188 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 1,188 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 1,004 | $293K |
| Life insurance | UNUM LIFE INSURANCE COMPANY | 1,188 | $269K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY | 1,188 | $269K |
| Other | UNUM LIFE INSURANCE COMPANY | 1,188 | $269K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,188 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
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.