| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ACRISURE LLC3 Filed as: ACRISURE DBA COMPAIN ANDERSON AZAR | 16 WEST 36TH STREET FLOOR 11 NEW YORK, NY 10018 | OXFORD HEALTH INSURANCE INC | $21K | — | $21K | 1.91% |
| COMPAIN ANDERSON AZAR LTD3 | 16 WEST 36TH STREET 11TH FLOOR NEW YOK, NY 10018 | OXFORD HEALTH INSURANCE INC | $19K | — | $19K | 1.70% |
| ENIDA MICI3 | 353 E 82ND STREET APT 9 NEW YORK, NY 10023 | AFLAC | $2K | $219 | $3K | 9.72% |
| COMPAIN ANDERSON AZAR LTD3 | 16 W 36TH STREET 11TH FLOOR NEW YORK, NY 10018 | AFLAC | $1K | — | $1K | 5.69% |
| RICHARD PETERSON3 | 14107 20TH AVENUE SUITE 507 WHITESTONE, NY 11357 | AFLAC | $337 | $36 | $373 | 1.43% |
| STEPHEN WHITE3 | 214 25 42ND AVENUE 4TH FLOOR BAYSIDE, NY 11361 | AFLAC | $308 | — | $308 | 1.18% |
| JACK E RAHMEY3 | 1880 EAST 23RD STREET BROOKLYN, NY 11229 | GUARDIAN | $1K | — | $1K | 5.70% |
| ACRISURE LLC3 | 16 WEST 36TH STREET 11TH FLOOR NEW YORK, NY 10018 | GUARDIAN | $1K | — | $1K | 5.70% |
| ENIDA MICI3 | 353 E 82ND STREET APT 9 NEW YORK, NY 10023 | AFLAC | $2K | $236 | $2K | 11.49% |
| COMPAIN ANDERSON AZAR LTD3 | 16 W 36TH STREET 11TH FLOOR NEW YORK, NY 10018 | AFLAC | $1K | — | $1K | 6.57% |
| RICHARD PETERSON3 | 14107 20TH AVENUE SUITE 507 WHITESTONE, NY 11357 | AFLAC | $292 | $39 | $331 | 1.94% |
| STEPHEN WHITE3 | 214 25 42ND AVENUE 4TH FLOOR BAYSIDE, NY 11361 | AFLAC | $151 | — | $151 | 0.88% |
| KENNETH C MEIER CORP3 Filed as: KENNETH C MEIER CORPORATION | 401 FRANKLIN AVENUE SUITE 312 GARDEN CITY, NY 11530 | AFLAC | $65 | — | $65 | 0.38% |
| SNEZANA SKENDAJ3 | 6004 WOODBINE STREET APT 3L RIDGEWOOD, NY 11385 | AFLAC | $41 | — | $41 | 0.24% |
| KEITH LEPACK3 | 1991 BROADWAY NEW YORK, NY 10023 | AFLAC | $38 | — | $38 | 0.22% |
| VIRGIL V RICHARDSON3 Filed as: VIRGIL RICHARDSON | 529 W 147TH STREET APT 1B NEW YORK, NY 10031 | AFLAC | $14 | — | $14 | 0.08% |
| DYMOND INC3 | 23 AMHERST ROAD GREAT NECK, NY 11021 | AFLAC | $8 | — | $8 | 0.05% |
| KIM ALYSON DYMOND3 | 15 CUTTERMILL ROAD SUITE 134 GREAT NECK, NY 11021 | AFLAC | $3 | — | $3 | 0.02% |
| BRIAN WHITE3 | 6 COWDIN LANE CHAPPAQUA, NY 10514 | AFLAC | $2 | — | $2 | 0.01% |
| BENITO A ROTONDI II INC3 Filed as: BENITO ROTONDI II INC | 401 FRANKLIN AVENUE SUITE 312 GARDEN CITY, NY 11530 | AFLAC | $1 | — | $1 | 0.01% |
| ENIDA MICI3 | 353 E 82ND STREET APT 9 NEW YORK, NY 10028 | AFLAC | $139 | — | $139 | 6.38% |
| COMPAIN ANDERSON AZAR LTD3 | 16 W 36TH STREET 11TH FLOOR NEW YORK, NY 10018 | AFLAC | $67 | — | $67 | 3.07% |
| STEPHEN WHITE3 | 5 EMERALD LANE MONTEBELLO, NY 10901 | AFLAC | $36 | — | $36 | 1.65% |
| KENNETH C MEIER CORP3 Filed as: KENNETH C MEIER | 401 FRANKLIN AVENUE SUITE 312 GARDEN CITY, NY 11530 | AFLAC | $15 | — | $15 | 0.69% |
| COMPAIN ANDERSON AZAR LTD3 | 16 WEST 36TH STREET 11 FLOOR NEW YORK, NY 10018 | HARTFORD LIFE AND ACCIDENT INSURANCE | $116 | — | $116 | 15.01% |
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 | 125 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 127 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | OXFORD HEALTH INSURANCE INC | 223 | $1.1M |
| Vision | GUARDIAN | 128 | $21K |
| Life insurance | GUARDIAN | 128 | $21K |
| Other(5 contracts, 3 carriers) | AFLAC | 128 | $67K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 223 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.