| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ENROLLEASE3 Filed as: JAEGER & FLYNN ASSOC., INC. | 30 CORPORATE DR. CLIFTON PARK, NY 12065 | CDPHP | $40K | $0 | $40K | 4.12% |
| ENROLLEASE3 Filed as: JAEGER & FLYNN ASSOCIATES, INC. | 30 CORPORATE DRIVE CLIFTON PARK, NY 12065 | DELTA DENTAL OF NEW YORK | $4K | $0 | $4K | 7.00% |
| ENROLLEASE3 Filed as: JAEGER & FLYNN ASSOC., INC. | 30 CORPORATE DR. CLIFTON PARK, NY 12065 | MUTUAL OF OMAHA | $3K | $760 | $4K | 12.04% |
| ENROLLEASE3 Filed as: JAEGER & FLYNN ASSOCIATES | 30 CORPORATE DRIVE CLIFTON PARK, NY 12065 | EYEMED VISION CARE | $711 | $0 | $711 | 8.81% |
| ENROLLEASE3 Filed as: JAEGER & FLYNN ASSOCIATES, INC. | 30 CORPORATE DRIVE CLIFTON PARK, NY 12065 | COMPANION LIFE INSURANCE COMPANY | $3K | $574 | $3K | 121.86% |
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 | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 0 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | CDPHP | 176 | $965K |
| Dental | DELTA DENTAL OF NEW YORK | 183 | $61K |
| Vision | EYEMED VISION CARE | 145 | $8K |
| Life insurance | COMPANION LIFE INSURANCE COMPANY | 141 | $3K |
| Long-term disability | MUTUAL OF OMAHA | 150 | $35K |
| Prescription drug | CDPHP | 176 | $965K |
| Other | MUTUAL OF OMAHA | 150 | $35K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 183 | — |
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.
Final-filing indicator set. Plan is winding down; don't waste sales effort here.