| 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 | $118K | — | $118K | 2.05% |
| ACRISURE LLC3 | 555 TAXTER ROAD SUITE 125 ELMSFORD, NY 10523 | AFLAC | $11K | — | $11K | 3.01% |
| PATRICK RUHLE3 | 200 GARDEN CITY PLZ SUITE 410 GARDEN CITY, NY 11530 | AFLAC | $6K | $349 | $6K | 1.61% |
| TAMIKA M OXFORD3 Filed as: TAMIKA OXFORD | 186 DELAWARE AVENUE FREEPORT, NY 11520 | AFLAC | $5K | $347 | $6K | 1.54% |
| COLIN MCVETTY3 | 449 MARCELLUS RD MINEOLA, NY 11501 | AFLAC | $5K | $137 | $5K | 1.36% |
| MASSIMO & ASSOCIATES INC3 Filed as: MASSIMO MURDOCCA JR. | 1400 MUSTANG STREET NOKOMIS, FL 34275 | AFLAC | $4K | — | $4K | 1.16% |
| TSG FINANCIAL LLC3 | 950 FRANKLIN AVE GARDEN CITY, NY 11530 | AFLAC | $4K | — | $4K | 0.99% |
| DONALD ERIC HOYER3 Filed as: DONALD HOYER | 44 REYNOLDS DRIVE LIDO BEACH, NY 11561 | AFLAC | $3K | $40 | $3K | 0.88% |
| KARYN NICOLE MCMILLAN-SALMON3 Filed as: KARYN MCMILLAN-SALMON | 15598 BAYVIEW AVNUE ROSEDALE, NY 11422 | AFLAC | $1K | $365 | $2K | 0.42% |
| MASSIMO & ASSOCIATES INC3 Filed as: MASSIMO & ASSOCIATES INC. | 1400 MUSTANG STREET NOKOMIS, FL 34275 | AFLAC | $1K | — | $1K | 0.32% |
| KENNETH C MEIER CORP3 Filed as: KENNETH C MEIER CORP. | 19 MARKWOOD ROAD GARDEN CITY, NY 11530 | AFLAC | $1K | — | $1K | 0.31% |
| DANIEL STAUB3 | 72 CURLEY STREET LONG BEACH, NY 11561 | AFLAC | $909 | $102 | $1K | 0.27% |
| COMPUPAY INSURANCE SERVICES INC.3 | 3450 LAKESIDE DRIVE SUITE 400 MIRAMAR, FL 33027 | AFLAC | $839 | — | $839 | 0.22% |
| JACQUELINE ROTH3 | 1600 GRAND AVENUE APT. Q2 NORTH BALDWIN, NY 11510 | AFLAC | $568 | $217 | $785 | 0.21% |
| WILLIAM WHICHER3 | 11 KEENAN PLACE GARDEN CITY, NY 11530 | AFLAC | $777 | — | $777 | 0.21% |
| EDWARD ASSAF3 | 51 ROYDON DRIVE E. NORTH MERRICK, NY 11566 | AFLAC | $578 | $189 | $767 | 0.21% |
| TIMOTHY CULLINAN3 | 6203 MARINA DRIVE HOLMES BEACH, FL 34217 | AFLAC | $413 | — | $413 | 0.11% |
| KARL A HAMILTON3 Filed as: KARL HAMILTON | 240 - 32B OAK PARK DRIVE DOUGLASTON, NY 11362 | AFLAC | $263 | $131 | $394 | 0.11% |
| ELIZABETH CODOLUTO3 | 5 MAGGIO LANE OLD BETHPAGE, NY 11804 | AFLAC | $193 | $159 | $352 | 0.09% |
| JAMES WARREN3 | 608 W. CHESTER STREET LONG BEACH, NY 11561 | AFLAC | $339 | — | $339 | 0.09% |
| ALEXANDRA LLANO3 Filed as: ALEXANDRA CZAPLICKI | 42 PRESCOTT STREET GARDEN CITY, NY 11530 | AFLAC | $189 | $134 | $323 | 0.09% |
| SHAUN M KLUG3 Filed as: SHAUN TOMPKINS | 251 LAKEVIEW AVENUE ROCKVILLE CENTRE, NY 11570 | AFLAC | $311 | — | $311 | 0.08% |
| BENITO A ROTONDI II INC3 Filed as: BENITO A ROTONDI II INC. | 23 PINE RIDGE ROAD SARATOGA SPRINGS, NY 12866 | AFLAC | $284 | — | $284 | 0.08% |
| BRIAN WHITE3 | 6 COWDIN LANE CHAPPAQUA, NY 10514 | AFLAC | $284 | — | $284 | 0.08% |
| SHAUN T KONIOR3 Filed as: SHAUN KONIOR | 31 STRATFORD GRN FARMINGDALE, NY 11735 | AFLAC | $120 | $34 | $154 | 0.04% |
| PEREGRINE CONSULTING LLC3 | 162 BODINE ROAD BERWYN, PA 19312 | AFLAC | $127 | — | $127 | 0.03% |
| CHRISTOPHER TARI3 | 1179 WEBBER AVENUE SOUTH HEMPSTEAD, NY 11550 | AFLAC | $71 | — | $71 | 0.02% |
| JAMES ROBERT CONFORT3 Filed as: JAMES CONFORT | 3 SUNSET LANE GARDEN CITY, NY 11530 | AFLAC | $71 | — | $71 | 0.02% |
| DREW ARRIGAN3 | 2465 COLUMBUS AVENUE NORTH BELLMORE, NY 11710 | AFLAC | $49 | — | $49 | 0.01% |
| JACQUELINE FAN3 | 1179 WEBBER AVENUE SOUTH HEMPSTEAD, NY 11550 | AFLAC | $42 | — | $42 | 0.01% |
| JACQUES P DAVID CORPORATION3 | 5 MONFORT DRIVE HUNTINGTON, NY 11743 | AFLAC | $2 | — | $2 | 0.00% |
| ANTHONY CAVALLARO3 | 1 BAY CLUB DRIVE APT 4A BAYSIDE, NY 11360 | AFLAC | $2 | — | $2 | 0.00% |
| VICTORIA ADDISON3 | 16 RICHMOND AVENUE JERICHO, NY 11753 | AFLAC | $1 | — | $1 | 0.00% |
| GA SOLUTIONS LLC3 | 311 CLOCK TOWER COMMONS DRIVE BREWSTER, NY 10509 | SUN LIFE AND HEALTH INSURANCE COMPANY | $10K | $9K | $19K | 9.86% |
| LIDAC EMPLOYEE BENEFIT SOLUTIONS3 Filed as: LIDAC EMPLOYEE BENEFIT SOLUTIONSLLC | 1010 NORTHERN BLVD #324 GREAT NECK, NY 11021 | LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK | $2K | $2K | $5K | 3.29% |
| FRANK M DARTEE3 Filed as: FRANK M. DARTEE | 2 QUINCY DRIVE OAK RIDGE, NJ 07438 | THE PAUL REVERE LIFE INSURANCE COMPANY | $1K | — | $1K | 2.55% |
| RSC INSURANCE BROKERAGE INC3 Filed as: RSC INSURANCE BROKERAGE INC. | DBA RISK STRATEGIES COMPANY GARDEN CITY, NY 11530 | THE PAUL REVERE LIFE INSURANCE COMPANY | $780 | — | $780 | 1.37% |
| MICHELLE DARTEE3 | 58 FIELDSTONE TRAIL SPARTA, NJ 07871 | THE PAUL REVERE LIFE INSURANCE COMPANY | $167 | — | $167 | 0.29% |
| PGP LIFE BROKERAGE INC.3 | 225 WIRELESS BOULEVARD 1ST FLOOR HAUPPAGE, NY 11788 | THE PAUL REVERE LIFE INSURANCE COMPANY | $74 | — | $74 | 0.13% |
| WILLIAM E GOOD3 Filed as: WILLIAM E. GOOD | 545 TOM SAWYER ROAD DRIPPING SPRINGS, TX 78620 | THE PAUL REVERE LIFE INSURANCE COMPANY | $69 | — | $69 | 0.12% |
| CLARICE R MIMS3 | 172-90 HIGHLAND AVENUE JAMAICA ESTATES, NY 11432 | THE PAUL REVERE LIFE INSURANCE COMPANY | $54 | — | $54 | 0.10% |
| CHARLENE ALPAY3 | 606 WEST 116TH STREET NEW YORK, NY 10027 | THE PAUL REVERE LIFE INSURANCE COMPANY | $50 | — | $50 | 0.09% |
| JAMEL WRIGHT3 | 351 OLD SHORT HILLS ROAD SHORT HILLS, NJ 07078 | THE PAUL REVERE LIFE INSURANCE COMPANY | $22 | — | $22 | 0.04% |
| TOMMY TAM3 | 501 WEST 52ND STREET NEW YORK, NY 10019 | THE PAUL REVERE LIFE INSURANCE COMPANY | $18 | — | $18 | 0.03% |
| SALATHIEL MALDONADO3 | 3717 CYPRESS AVENUE BROOKLYN, NY 11224 | THE PAUL REVERE LIFE INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| EVELYN GARCIA3 | 55 BROADWAY NEW YORK, NY 10028 | THE PAUL REVERE LIFE INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| SPEYSIDE CONSULTING GROUP LLC3 | 135 BALLSTON DRIVE MOORESVILLE, NC 28117 | 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 | 1,046 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 1,046 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 711 | $5.7M |
| Dental | AETNA LIFE INSURANCE COMPANY | 711 | $5.7M |
| Vision | AETNA LIFE INSURANCE COMPANY | 711 | $5.7M |
| Life insurance | SUN LIFE AND HEALTH INSURANCE COMPANY | 1,046 | $189K |
| Long-term disability | SUN LIFE AND HEALTH INSURANCE COMPANY | 1,046 | $189K |
| Other(2 contracts, 2 carriers) | SUN LIFE AND HEALTH INSURANCE COMPANY | 1,046 | $327K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,046 | — |
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.