| 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 | $176K | $4K | $180K | 3.11% |
| GA SOLUTIONS LLC3 | 311 CLOCK TOWER COMMONS DRIVE BREWSTER, NY 10509 | SUN LIFE AND HEALTH INSURANCE COMPANY | $10K | $9K | $19K | 11.15% |
| 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 | $757 | — | $757 | 1.32% |
| MICHELLE DARTEE3 | 58 FIELDSTONE TRAIL SPARTA, NJ 07871 | THE PAUL REVERE LIFE INSURANCE COMPANY | $162 | — | $162 | 0.28% |
| PGP LIFE BROKERAGE INC.3 | 225 WIRELESS BOULEVARD 1ST FLOOR HAUPPAGE, NY 11788 | THE PAUL REVERE LIFE INSURANCE COMPANY | $86 | — | $86 | 0.15% |
| WILLIAM E GOOD3 Filed as: WILLIAM E. GOOD | 545 TOM SAWYER ROAD DRIPPING SPRINGS, TX 78620 | THE PAUL REVERE LIFE INSURANCE COMPANY | $65 | — | $65 | 0.11% |
| CLARICE R MIMS3 | 172-90 HIGHLAND AVENUE JAMAICA ESTATES, NY 11432 | THE PAUL REVERE LIFE INSURANCE COMPANY | $62 | — | $62 | 0.11% |
| TOMMY TAM3 | 501 WEST 52ND STREET NEW YORK, NY 10019 | THE PAUL REVERE LIFE INSURANCE COMPANY | $15 | — | $15 | 0.03% |
| CHARLENE ALPAY3 | 606 WEST 116TH STREET NEW YORK, NY 10027 | THE PAUL REVERE LIFE INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| SALATHIEL MALDONADO3 | 3717 CYPRESS AVENUE BROOKLYN, NY 11224 | THE PAUL REVERE LIFE INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| JAMEL WRIGHT3 | 351 OLD SHORT HILLS ROAD SHORT HILLS, NJ 07078 | 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% |
| ACRISURE LLC3 | 555 TAXTER ROAD SUITE 125 ELMSFORD, NY 10523 | AFLAC | $8K | — | $8K | — |
| TAMIKA M OXFORD3 Filed as: TAMIKA OXFORD | 186 DELAWARE AVENUE FREEPORT, NY 11520 | AFLAC | $6K | $302 | $6K | — |
| PATRICK RUHLE3 | 200 GARDEN CITY PLZ SUITE 410 GARDEN CITY, NY 11530 | AFLAC | $5K | $61 | $5K | — |
| COLIN MCVETTY3 | 449 MARCELLUS RD MINEOLA, NY 11501 | AFLAC | $4K | — | $4K | — |
| MASSIMO & ASSOCIATES INC3 Filed as: MASSIMO J MURDOCCA JR. | 1400 MUSTANG STREET NOKOMIS, FL 34275 | AFLAC | $4K | — | $4K | — |
| TSG FINANCIAL LLC3 | 950 FRANKLIN AVE GARDEN CITY, NY 11530 | AFLAC | $3K | — | $3K | — |
| DONALD ERIC HOYER3 Filed as: DONALD HOYER | 44 REYNOLDS DRIVE LIDO BEACH, NY 11561 | AFLAC | $3K | — | $3K | — |
| ACRISURE LLC3 | P.O. BOX 1788 GRAND RAPIDS, MI 49501 | AFLAC | $1K | — | $1K | — |
| KENNETH C MEIER CORP3 Filed as: KENNETH C MEIER CORP. | 19 MARKWOOD ROAD GARDEN CITY, NY 11530 | AFLAC | $1K | — | $1K | — |
| MASSIMO & ASSOCIATES INC3 Filed as: MASSIMO & ASSOCIATES INC. | 1400 MUSTANG STREET NOKOMIS, FL 34275 | AFLAC | $992 | — | $992 | — |
| COMPUPAY INSURANCE SERVICES INC.3 | 3450 LAKESIDE DRIVE SUITE 400 MIRAMAR, FL 33027 | AFLAC | $683 | — | $683 | — |
| WILLIAM WHICHER3 | 11 KEENAN PLACE GARDEN CITY, NY 11530 | AFLAC | $623 | — | $623 | — |
| JAMES WARREN3 | 608 W. CHESTER STREET LONG BEACH, NY 11561 | AFLAC | $514 | — | $514 | — |
| EDWARD ASSAF3 | 51 ROYDON DRIVE E. NORTH MERRICK, NY 11566 | AFLAC | $426 | — | $426 | — |
| PEREGRINE CONSULTING LLC3 | 162 BODINE ROAD BERWYN, PA 19312 | AFLAC | $371 | — | $371 | — |
| TIMOTHY CULLINAN3 | 6203 MARINA DRIVE HOLMES BEACH, FL 34217 | AFLAC | $333 | — | $333 | — |
| BENITO A ROTONDI II INC3 Filed as: BENITO A ROTONDI II INC. | 23 PINE RIDGE ROAD SARATOGA SPRINGS, NY 12866 | AFLAC | $254 | — | $254 | — |
| BRIAN WHITE3 | 6 COWDIN LANE CHAPPAQUA, NY 10514 | AFLAC | $254 | — | $254 | — |
| SHAUN M KLUG3 Filed as: SHAUN TOMPKINS | 251 LAKEVIEW AVENUE ROCKVILLE CENTRE, NY 11570 | AFLAC | $234 | — | $234 | — |
| KARL A HAMILTON3 Filed as: KARL HAMILTON | 240 - 32B OAK PARK DRIVE DOUGLASTON, NY 11362 | AFLAC | $145 | — | $145 | — |
| JACQUELINE ROTH3 | 1600 GRAND AVENUE APT. Q2 NORTH BALDWIN, NY 11510 | AFLAC | $128 | — | $128 | — |
| SHAUN T KONIOR3 Filed as: SHAUN KONIOR | 31 STRATFORD GRN FARMINGDALE, NY 11735 | AFLAC | $76 | — | $76 | — |
| ELIZABETH CODOLUTO3 | 5 MAGGIO LANE OLD BETHPAGE, NY 11804 | AFLAC | $74 | — | $74 | — |
| CHRISTOPHER TARI3 | 1179 WEBBER AVENUE SOUTH HEMPSTEAD, NY 11550 | AFLAC | $64 | — | $64 | — |
| JAMES ROBERT CONFORT3 Filed as: JAMES CONFORT | 3 SUNSET LANE GARDEN CITY, NY 11530 | AFLAC | $64 | — | $64 | — |
| DREW ARRIGAN3 | 2465 COLUMBUS AVENUE NORTH BELLMORE, NY 11710 | AFLAC | $44 | — | $44 | — |
| SHANNON KIRKWOOD3 | 2424 42ND STREET APT D5 ASTORIA, NY 11103 | AFLAC | $37 | — | $37 | — |
| DANIEL STAUB3 | 72 CURLEY STREET LONG BEACH, NY 11561 | AFLAC | $17 | $6 | $23 | — |
| KARYN NICOLE MCMILLAN-SALMON3 Filed as: KARYN MCMILLAN-SALMON | 15598 BAYVIEW AVNUE ROSEDALE, NY 11422 | AFLAC | $18 | — | $18 | — |
| JACQUELINE FAN3 | 1179 WEBBER AVENUE SOUTH HEMPSTEAD, NY 11550 | AFLAC | $11 | — | $11 | — |
| JACQUELINE FAN3 | 80 N CENTRE AVENUE PH 416 ROCKVILLE CENTRE, NY 11570 | AFLAC | $5 | — | $5 | — |
| JACQUES P DAVID CORPORATION3 | 5 MONFORT DRIVE HUNTINGTON, NY 11743 | AFLAC | $2 | — | $2 | — |
| ANTHONY CAVALLARO3 | 1 BAY CLUB DRIVE APT 4A BAYSIDE, NY 11360 | AFLAC | $2 | — | $2 | — |
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) | AETNA LIFE INSURANCE COMPANY | 653 | $5.8M |
| Dental | AETNA LIFE INSURANCE COMPANY | 653 | $5.8M |
| Vision | AETNA LIFE INSURANCE COMPANY | 653 | $5.8M |
| Life insurance | SUN LIFE AND HEALTH INSURANCE COMPANY | 874 | $167K |
| Long-term disability | SUN LIFE AND HEALTH INSURANCE COMPANY | 874 | $167K |
| Other | SUN LIFE AND HEALTH INSURANCE COMPANY | 874 | $167K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 874 | — |
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.