| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ACRISURE LLC3 | 100 OTTAWA AVENUE SW GRAND RAPIDS, MI 495035087 | UNITEDHEALTHCARE INSURANCE COMPANY | $176K | — | $176K | 3.32% |
| ACRISURE LLC3 Filed as: ACRISURE PGM INSURANCE SERVICES LLC | 311 CLOCK TOWER CMNS BREWSTER, NY 105094059 | UNITEDHEALTHCARE INSURANCE COMPANY | — | $67K | $67K | 1.26% |
| ACRISURE LLC3 Filed as: ACRISURE INS PARTNERS SERVICES NY | 90 S RIDGE STREET RYE BROOK, NY 105732811 | UNITEDHEALTHCARE INSURANCE COMPANY | $57K | — | $57K | 1.07% |
| ACRISURE LLC3 | 555 TAXTER ROAD SUITE 125 ELMSFORD, NY 10523 | AFLAC | $14K | — | $14K | 4.54% |
| TAMIKA M OXFORD3 | 186 DELAWARE AVENUE FREEPORT, NY 11520 | AFLAC | $7K | $132 | $7K | 2.27% |
| COLIN MCVETTY3 | 449 MARCELLUS ROAD MINEOLA, NY 11501 | AFLAC | $5K | $46 | $5K | 1.47% |
| PATRICK RUHLE3 | 200 GARDEN CITY PLZ SUITE 410 GARDEN CITY, NY 11530 | AFLAC | $4K | — | $4K | 1.17% |
| MASSIMO & ASSOCIATES INC3 Filed as: MASSIMO J MURDOCCA JR. | 1400 MUSTANG STREET NOKOMIS, FL 34275 | AFLAC | $3K | — | $3K | 0.99% |
| TSG FINANCIAL LLC3 | 950 FRANKLIN AVE GARDEN CITY, NY 11530 | AFLAC | $3K | — | $3K | 0.84% |
| SHANNON KIRKWOOD3 | 2424 42ND STREET APT D5 ASTORIA, NY 11103 | AFLAC | $2K | $84 | $2K | 0.74% |
| DONALD ERIC HOYER3 Filed as: DONALD HOYER | 44 REYNOLDS DRIVE LIDO BEACH, NY 11561 | AFLAC | $2K | — | $2K | 0.73% |
| EPSIX, INC.3 Filed as: EPSIX INC. | 687 E. BROADWAY MILFORD, CT 06460 | AFLAC | $2K | — | $2K | 0.72% |
| ACRISURE LLC3 | P.O. BOX 1788 GRAND RAPIDS, MI 49501 | AFLAC | $1K | — | $1K | 0.37% |
| MASSIMO & ASSOCIATES INC3 Filed as: MASSIMO & ASSOCIATES INC. | 1400 MUSTANG STREET NOKOMIS, FL 34275 | AFLAC | $886 | — | $886 | 0.28% |
| KENNETH C MEIER CORP3 Filed as: KENNETH C MEIER CORP. | 19 MARKWOOD ROAD GARDEN CITY, NY 11530 | AFLAC | $819 | — | $819 | 0.26% |
| SHARON A MARTIN-TOUSSAINT3 | 231 PRIMROSE AVENUE MOUNT VERNON, NY 10552 | AFLAC | $713 | — | $713 | 0.23% |
| CHRISTOPHER F BUTLER3 | 956 WASHINGTON STREET BALDWIN, NY 11510 | AFLAC | $700 | — | $700 | 0.22% |
| JAMES ROBERT CONFORT3 Filed as: JAMES CONFORT | 3 SUNSET LANE GARDEN CITY, NY 11530 | AFLAC | $631 | — | $631 | 0.20% |
| COMPUPAY INSURANCE SERVICES INC.3 | 3450 LAKESIDE DRIVE SUITE 400 MIRAMAR, FL 33027 | AFLAC | $609 | — | $609 | 0.19% |
| WILLIAM WHICHER3 | 11 KEENAN PLACE GARDEN CITY, NY 11530 | AFLAC | $470 | — | $470 | 0.15% |
| CHRISTOPHER TARI3 | 1179 WEBBER AVENUE SOUTH HEMPSTEAD, NY 11550 | AFLAC | $459 | — | $459 | 0.15% |
| JOSEPH P CALARCO3 | P.O. BOX 130 AUBURN, NY 13021 | AFLAC | $330 | — | $330 | 0.11% |
| EDWARD ASSAF3 | 51 ROYDON DRIVE E. NORTH MERRICK, NY 11566 | AFLAC | $329 | — | $329 | 0.10% |
| SEAN FX GLEASON LLC3 | 52 HOLIDAY PARK DRIVE HAUPPAUGE, NY 11788 | AFLAC | $286 | — | $286 | 0.09% |
| TIMOTHY CULLINAN3 | 6203 MARINA DRIVE HOLMES BEACH, FL 34217 | AFLAC | $285 | — | $285 | 0.09% |
| JAMES WARREN3 | 608 W. CHESTER STREET LONG BEACH, NY 11561 | AFLAC | $271 | — | $271 | 0.09% |
| ALEXANDRA LLANO3 Filed as: ALEXANDRA CZAPLICKI | 42 PRESCOTT STREET GARDEN CITY, NY 11530 | AFLAC | $254 | — | $254 | 0.08% |
| SHAUN M KLUG3 Filed as: SHAUN TOMPKINS | 251 LAKEVIEW AVENUE ROCKVILLE CENTRE, NY 11570 | AFLAC | $210 | — | $210 | 0.07% |
| BENITO A ROTONDI II INC3 Filed as: BENITO A ROTONDI II INC. | 23 PINE RIDGE ROAD SARATOGA SPRINGS, NY 12866 | AFLAC | $203 | — | $203 | 0.06% |
| BRIAN WHITE3 | 6 COWDIN LANE CHAPPAQUA, NY 10514 | AFLAC | $203 | — | $203 | 0.06% |
| JEFFREY MARTIN SACKS3 | 2 ROXBURY ROAD ROCKVILLE CENTRE, NY 11570 | AFLAC | $169 | — | $169 | 0.05% |
| JACQUELINE ROTH3 | 1600 GRAND AVENUE APT. Q2 NORTH BALDWIN, NY 11510 | AFLAC | $90 | — | $90 | 0.03% |
| KARL A HAMILTON3 | 240 - 32B OAK PARK DRIVE DOUGLASTON, NY 11362 | AFLAC | $83 | — | $83 | 0.03% |
| NOCHOLAS CALARCO3 | 162 YORK STREET AUBURN, NY 13021 | AFLAC | $74 | — | $74 | 0.02% |
| ANGELA MONTENEGRO3 | 74 HILLANDALE DRIVE NEW ROCHELLE, NY 10804 | AFLAC | $70 | — | $70 | 0.02% |
| PEREGRINE CONSULTING LLC3 | 162 BODINE ROAD BERWYN, PA 19312 | AFLAC | $63 | — | $63 | 0.02% |
| SHAUN T KONIOR3 Filed as: SHAUN KONIOR | 31 STRATFORD GRN FARMINGDALE, NY 11735 | AFLAC | $60 | — | $60 | 0.02% |
| ELIZABETH CODOLUTO3 | 5 MAGGIO LANE OLD BETHPAGE, NY 11804 | AFLAC | $58 | — | $58 | 0.02% |
| ANTHONY S ALMODOVAR3 Filed as: ANTHONY R ORGERA INC. | 35 PINELAWN ROAD SUITE 190 MELVILLE, NY 11747 | AFLAC | $44 | — | $44 | 0.01% |
| DREW ARRIGAN3 | 2465 COLUMBUS AVENUE NORTH BELLMORE, NY 11710 | AFLAC | $41 | — | $41 | 0.01% |
| JACQUES P DAVID CORPORATION3 | 5 MONFORT DRIVE HUNTINGTON, NY 11743 | AFLAC | $34 | — | $34 | 0.01% |
| 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 | $30K | $16K | $46K | 15.55% |
| ACRISURE LLC3 Filed as: ACRISURE PGM INSURANCE SERVICES LLC | 311 CLOCK TOWER CMNS BREWSTER, NY 105094059 | UNITEDHEALTHCARE INSURANCE COMPANY | $14K | — | $14K | 5.45% |
| ACRISURE LLC3 | 100 OTTAWA AVE SW GRAND RAPIDS, MI 495035087 | 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 | $1K | — | $1K | 2.57% |
| RSC INSURANCE BROKERAGE INC3 Filed as: RSC INSURANCE BROKERAGE INC. | DBA RISK STRATEGIES COMPANY GARDEN CITY, NY 11530 | THE PAUL REVERE LIFE INSURANCE COMPANY | $577 | — | $577 | 1.27% |
| MICHELLE DARTEE3 | 58 FIELDSTONE TRAIL SPARTA, NJ 07871 | THE PAUL REVERE LIFE INSURANCE COMPANY | $108 | — | $108 | 0.24% |
| PGP LIFE BROKERAGE INC.3 | 225 WIRELESS BOULEVARD 1ST FLOOR HAUPPAGE, NY 11788 | THE PAUL REVERE LIFE INSURANCE COMPANY | $92 | — | $92 | 0.20% |
| CLARICE R MIMS3 | 172-90 HIGHLAND AVENUE JAMAICA ESTATES, NY 11432 | THE PAUL REVERE LIFE INSURANCE COMPANY | $52 | — | $52 | 0.11% |
| WILLIAM E GOOD3 Filed as: WILLIAM E. GOOD | 545 TOM SAWYER ROAD DRIPPING SPRINGS, TX 78620 | THE PAUL REVERE LIFE INSURANCE COMPANY | $50 | — | $50 | 0.11% |
| TOMMY TAM3 | 501 WEST 52ND STREET NEW YORK, NY 10019 | THE PAUL REVERE LIFE INSURANCE COMPANY | $10 | — | $10 | 0.02% |
| SALATHIEL MALDONADO3 | 3717 CYPRESS AVENUE BROOKLYN, NY 11224 | THE PAUL REVERE LIFE INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| CHARLENE ALPAY3 | 606 WEST 116TH STREET NEW YORK, NY 10027 | THE PAUL REVERE LIFE INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| SOTERIA PARTNERS LLC3 | 8 SPRUCE STREET APT 75 T NEW YORK, NY 10038 | 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% |
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 | 537 | $5.3M |
| Dental | UNITEDHEALTHCARE INSURANCE COMPANY | 657 | $263K |
| Vision | UNITEDHEALTHCARE INSURANCE COMPANY | 657 | $263K |
| Life insurance | HARTFORD LIFE AND ACCIDENT | 768 | $297K |
| Long-term disability | HARTFORD LIFE AND ACCIDENT | 768 | $297K |
| Other | HARTFORD LIFE AND ACCIDENT | 768 | $297K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 768 | — |
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.
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.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.