| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ACRISURE LLC3 Filed as: ACRISURE LLC DBA THE SIGNATURE B&B | 501 FRANKLIN AVENUE GARDEN CITY, NY 11530 | AETNA LIFE INSURANCE COMPANY | $149K | — | $149K | 2.01% |
| ACRISURE LLC3 | 555 TAXTER ROAD SUITE 125 ELMSFORD, NY 10523 | AFLAC | $23K | — | $23K | 6.00% |
| COLIN MCVETTY3 | 449 MARCELLUS RD MINEOLA, NY 11501 | AFLAC | $9K | $1K | $10K | 2.65% |
| PATRICK RUHLE3 | 200 GARDEN CITY PLZ SUITE 410 GARDEN CITY, NY 11530 | AFLAC | $8K | $539 | $9K | 2.28% |
| TAMIKA M OXFORD3 Filed as: TAMIKA OXFORD | 186 DELAWARE AVENUE FREEPORT, NY 11520 | AFLAC | $7K | $581 | $7K | 1.88% |
| MASSIMO & ASSOCIATES INC3 Filed as: MASSIMO MURDOCCA JR. | 235 W. PARK AVENUE APR. 105 LONG BEACH, NY 11561 | AFLAC | $5K | — | $5K | 1.28% |
| DONALD ERIC HOYER3 Filed as: DONALD HOYER | 46 HERON ST LONG BEACH, NY 11561 | AFLAC | $4K | $67 | $4K | 1.07% |
| TSG FINANCIAL LLC3 | 950 FRANKLIN AVE GARDEN CITY, NY 11530 | AFLAC | $4K | — | $4K | 1.07% |
| KARYN NICOLE MCMILLAN-SALMON3 | 15598 BAUVIEW AVNUE ROSEDALE, NY 11422 | AFLAC | $2K | $415 | $3K | 0.75% |
| EDWARD ASSAF3 Filed as: EDWARD B. ASSAF | 51 ROYDON DRIVE E. NORTH MERRICK, NY 11566 | AFLAC | $2K | $337 | $2K | 0.59% |
| JACQUELINE ROTH3 | 1600 GRAND AVENUE APT. Q2 NORTH BALDWIN, NY 11510 | AFLAC | $2K | $274 | $2K | 0.52% |
| ACRISURE LLC3 | P.O. BOX 1788 GRAND RAPIDS, MI 49501 | AFLAC | $2K | — | $2K | 0.46% |
| DANIEL STAUB3 | 72 CURLEY STREET LONG BEACH, NY 11561 | AFLAC | $1K | $167 | $1K | 0.38% |
| MASSIMO & ASSOCIATES INC3 Filed as: MASSIMO & ASSOCIATES INC. | 1400 MUSTANG STREET NOKOMIS, FL 34275 | AFLAC | $1K | — | $1K | 0.33% |
| KENNETH C MEIER CORP3 Filed as: KENNETH C MEIER CORP. | 19 MARKWOOD ROAD GARDEN CITY, NY 11530 | AFLAC | $1K | — | $1K | 0.33% |
| KARL A HAMILTON3 Filed as: KARL A. HAMILTON | 240 - 32B OAK PARK DRIVE DOUGLASTON, NY 11362 | AFLAC | $1K | $117 | $1K | 0.31% |
| COMPUPAY INSURANCE SERVICES INC.3 | 3450 LAKESIDE DRIVE SUITE 400 MIRAMAR, FL 33027 | AFLAC | $1K | — | $1K | 0.26% |
| ALEXANDRA LLANO3 Filed as: ALEXANDRA CZAPLICKI | 42 PRESCOTT STREET GARDEN CITY, NY 11530 | AFLAC | $822 | $52 | $874 | 0.23% |
| WILLIAM WHICHER3 | 11 KEENAN PLACE GARDEN CITY, NY 11530 | AFLAC | $791 | — | $791 | 0.20% |
| ELIZABETH CODOLUTO3 | 5 MAGGIO LANE OLD BETHPAGE, NY 11804 | AFLAC | $610 | $30 | $640 | 0.17% |
| TIMOTHY CULLINAN3 Filed as: TIMOTHY MICHAEL CULLINAN | 6203 MARINA DRIVE HOLMES BEACH, FL 34217 | AFLAC | $419 | — | $419 | 0.11% |
| SHAUN M KLUG3 Filed as: SHAUN TOMPKINS | 251 LAKEVIEW AVENUE ROCKVILLE CENTRE, NY 11570 | AFLAC | $370 | — | $370 | 0.10% |
| JAMES WARREN3 Filed as: JAMES MICHAEL WARREN | 608 W. CHESTER STREET LONG BEACH, NY 11561 | AFLAC | $324 | — | $324 | 0.08% |
| BENITO A ROTONDI II INC3 Filed as: BENITO A ROTONDI II INC. | 23 PINE RIDGE ROAD SARATOGA SPRINGS, NY 12866 | AFLAC | $315 | — | $315 | 0.08% |
| BRIAN WHITE3 | 6 COWDIN LANE CHAPPAQUA, NY 10514 | AFLAC | $315 | — | $315 | 0.08% |
| DREW ARRIGAN3 | 284 N NASSAU AVENUE MASSAPEQUA, NY 11758 | AFLAC | $129 | $123 | $252 | 0.07% |
| SHAUN T KONIOR3 | 31 STRATFORD GRN FARMINGDALE, NY 11735 | AFLAC | $245 | — | $245 | 0.06% |
| VICTORIA ADDISON3 Filed as: VICTORIA T ADDISON | 16 RICHMOND AVENUE JERICHO, NY 11753 | AFLAC | $52 | $90 | $142 | 0.04% |
| CHRISTOPHER TARI3 | 80 N CENTRE AVENUE APT PH416 ROCKVILLE CENTRE, NY 11570 | AFLAC | $77 | — | $77 | 0.02% |
| JAMES ROBERT CONFORT3 | 3 SUNSET LANE GARDEN CITY, NY 11530 | AFLAC | $77 | — | $77 | 0.02% |
| PEREGRINE CONSULTING LLC3 | 162 BODINE ROAD BERWYN, PA 19312 | AFLAC | $12 | — | $12 | 0.00% |
| JACQUELINE HELENE FAN3 | 80 N CENTRE AVENUE PH 416 ROCKVILLE CENTRE, NY 11570 | AFLAC | $7 | — | $7 | 0.00% |
| JACQUES P DAVID CORPORATION3 | 35 PINELAWN ROAD STE 190 MELVILLE, NY 11747 | AFLAC | $2 | — | $2 | 0.00% |
| CHARLES MCNEILL3 | 434 LAFAYETTE STREET BRIDGEPORT, CT 06604 | AFLAC | $2 | — | $2 | 0.00% |
| ANTHONY CAVALLARO3 | 1 BAY CLUB DRIVE APT 4A BAYSIDE, NY 11360 | AFLAC | $2 | — | $2 | 0.00% |
| DENISE POIRIER3 Filed as: DENISE C POIRIER | 116 WEST WALK WEST HAVEN, CT 06516 | AFLAC | $1 | — | $1 | 0.00% |
| THOMAS MCKIERNAN3 | 6895 E CAMELBACK ROAD STE 102 SCOTTSDALE, AZ 85251 | AFLAC | $1 | — | $1 | 0.00% |
| GA SOLUTIONS LLC3 | 50 BROADWAY 2ND FLOOR HAWTHORNE, NY 10532 | SUN LIFE AND HEALTH INSURANCE COMPANY | $11K | $11K | $22K | 10.01% |
| LIDAC EMPLOYEE BENEFIT SOLUTIONS3 Filed as: LIDAC EMPLOYEE BENEFIT SOLUTIONSLLC | 1010 NORTHER BLVD #324 GREAT NECK, NY 11021 | LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK | $2K | $2K | $5K | 3.29% |
| FRANK M DARTEE3 | 12 MOONSHADOW COURT KINNELON, NJ 07405 | THE PAUL REVERE LIFE INSURANCE COMPANY | $2K | — | $2K | 3.09% |
| RSC INSURANCE BROKERAGE INC3 | DBA RISK STRATEGIES COMPANY GARDEN CITY, NY 11530 | THE PAUL REVERE LIFE INSURANCE COMPANY | $1K | — | $1K | 1.66% |
| CHARLENE ALPAY3 | 606 WEST 116TH STREET NEW YORK, NY 10027 | THE PAUL REVERE LIFE INSURANCE COMPANY | $372 | $88 | $460 | 0.70% |
| MICHELLE DARTEE3 | 12 MOONSHADOW COURT KINNELON, NJ 07405 | THE PAUL REVERE LIFE INSURANCE COMPANY | $339 | $54 | $393 | 0.60% |
| PGP LIFE BROKERAGE INC.3 | — | THE PAUL REVERE LIFE INSURANCE COMPANY | $110 | — | $110 | 0.17% |
| WILLIAM E GOOD3 | 311 BOWIE STREET AUSTIN, TX 78703 | THE PAUL REVERE LIFE INSURANCE COMPANY | $91 | — | $91 | 0.14% |
| CLARICE R MIMS3 Filed as: CLARICE R. MIMS | — | THE PAUL REVERE LIFE INSURANCE COMPANY | $74 | — | $74 | 0.11% |
| JAMEL WRIGHT3 | 138 SCOLES AVENUE CLIFTON, NJ 07012 | THE PAUL REVERE LIFE INSURANCE COMPANY | $30 | — | $30 | 0.05% |
| TOMMY TAM3 | 418 EAST 74TH STREET NEW YORK, NY 10021 | THE PAUL REVERE LIFE INSURANCE COMPANY | $22 | — | $22 | 0.03% |
| EVELYN GARCIA3 | 55 BROADWAY NEW YORK, NY 10021 | THE PAUL REVERE LIFE INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| SALATHIEL MALDONADO3 | — | 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 | 946 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 946 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 876 | $7.4M |
| Dental | AETNA LIFE INSURANCE COMPANY | 876 | $7.4M |
| Vision | AETNA LIFE INSURANCE COMPANY | 876 | $7.4M |
| Life insurance | SUN LIFE AND HEALTH INSURANCE COMPANY | 996 | $224K |
| Long-term disability | SUN LIFE AND HEALTH INSURANCE COMPANY | 996 | $224K |
| Other(2 contracts, 2 carriers) | SUN LIFE AND HEALTH INSURANCE COMPANY | 996 | $362K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 996 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.