| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 29840 NETWORK PLACE CHICAGO, IL 60673 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $3K | — | $3K | 1.28% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $1K | — | $1K | 0.53% |
| IMG5 | 2960 NORTH MERIDIAN STREET INDIANAPOLIS, IN 46208 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | — | $65 | $65 | 0.03% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS | 12421 MEREDITH DRIVE URBANDALE, IA 50398 | AETNA LIFE INSURANCE CO. | $5K | — | $5K | 6.39% |
| AON CONSULTING INC3 Filed as: AON CORPORATION | 29840 NETWORK PLACE CHICAGO, IL 606731298 | AETNA LIFE INSURANCE CO. | $4K | — | $4K | 4.90% |
| AON CONSULTING INC4 | 29840 NETWORK PLACE CHICAGO, IL 60673 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $3K | — | $3K | 17.00% |
| THE JEM AGENCY LLC3 | 50 WINDMILL ROAD ARMONK, NY 10504 | THE PAUL REVERE LIFE INSURANCE COMPANY | $135 | — | $135 | 1.56% |
| JAY Z GERLITZ & ASSOCIATES INC.3 | 207 BRIARWOOD DRIVE SOMERS, NY 10589 | THE PAUL REVERE LIFE INSURANCE COMPANY | $113 | — | $113 | 1.31% |
| SOTERIA PARTNERS LLC3 | 77 HAGGERTY DRIVE WEST ORANGE, NJ 07052 | THE PAUL REVERE LIFE INSURANCE COMPANY | $37 | — | $37 | 0.43% |
| GEORGE E BIEL3 | 1257 CROSSBILL COURT WESTON, FL 33327 | THE PAUL REVERE LIFE INSURANCE COMPANY | $3 | — | $3 | 0.03% |
| MICHAEL R ACKERMAN3 | 435 DEVON PARK DR - STE 410 WAYNE, PA 19087 | THE PAUL REVERE LIFE INSURANCE COMPANY | $3 | — | $3 | 0.03% |
| WENDY BIEL3 | 1257 CROSSBILL COURT WESTON, FL 33327 | THE PAUL REVERE LIFE INSURANCE COMPANY | $2 | — | $2 | 0.02% |
| THE JENN AGENCY LLC3 | 50 WINDMILL ROAD ARMONK, NY 10504 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $40 | — | $40 | 1.41% |
| JAY Z GERLITZ & ASSOCIATES INC.3 | 207 BRIARWOOD DRIVE SOMERS, NY 10589 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $31 | — | $31 | 1.09% |
| SOTERIA PARTNERS LLC3 | 77 HAGGERTY DRIVE WEST ORANGE, NJ 07052 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | — | $8 | 0.28% |
| JASON SCZEPANIAK3 Filed as: JASON C SHAPIRO | 41 BRENTON STREET LITCHFIELD, NH 03052 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | — | $7 | 0.25% |
| WENDY BIEL3 | 1257 CROSSBILL COURT WESTON, FL 33327 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.04% |
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 | 372 | 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) | 374 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE CO. | 208 | $79K |
| Vision | EYEMED VISION CARE | 476 | $36K |
| Life insurance(3 contracts, 3 carriers) | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 372 | $217K |
| Short-term disability | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 372 | $205K |
| Long-term disability | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 372 | $205K |
| Other(5 contracts, 5 carriers) | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 372 | $312K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 476 | — |
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."
No prospect flags tripped on this filing.