| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ONEGROUP NY INC3 | 706 N CLINTON ST SYRACUSE, NY 13204 | METROPOLITAN LIFE INSURANCE COMPANY | $26K | $0 | $26K | 5.82% |
| PROFESSIONAL GROUP PLANS INC3 | 225 WIRELESS BLVD STE 200 HAUPPAUGE, NY 11788 | METROPOLITAN LIFE INSURANCE COMPANY | $17K | $3K | $20K | 4.50% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES | 340 MADISON AVE FL 21 NEW YORK, NY 10173 | METROPOLITAN LIFE INSURANCE COMPANY | $10K | $2K | $12K | 2.63% |
| ONE GROUP NY INC3 | 706 N CLINTON ST SYRACUSE, NY 13204 | FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY | $15K | $0 | $15K | 7.50% |
| PROFFESIONAL GROUP PLANS INC3 | 225 WIRELESS BLVD STE200 HAUPPAUGE, NY 11788 | FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY | $7K | $0 | $7K | 3.75% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES (NY) LLC | 340 MADISON AVE FL 21 NEW YORK, NY 10173 | FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY | $5K | $0 | $5K | 2.50% |
| BENEFIT ADVISORS NETWORK LLC3 | 6830 COCHRAN RD SOLON, OH 44139 | FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY | $0 | $2K | $2K | 0.81% |
| ONE GROUP NY INC3 | 706 N CLINTON ST SYRACUSE, NY 13204 | FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY | $8K | $0 | $8K | 8.96% |
| PROFFESIONAL GROUP PLANS INC3 | 225 WIRELESS BLVD STE200 HAUPPAUGE, NY 11788 | FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY | $4K | $0 | $4K | 4.48% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES (NY) LLC | 340 MADISON AVE FL 21 NEW YORK, NY 10173 | FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY | $904 | $0 | $904 | 1.04% |
| BENEFIT ADVISORS NETWORK LLC3 | 6830 COCHRAN RD SOLON, OH 44139 | FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $803 | $803 | 0.92% |
| ONEGROUP NY INC3 | 706 N CLINTON ST SYRACUSE, NY 13204 | TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY | $2K | $0 | $2K | 3.06% |
| PREMIER WORK-SITE SOLUTIONS3 | 700 KINDERKAMACK ROAD SUITE 205 ORADELL, NJ 07649 | TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY | $2K | $0 | $2K | 2.95% |
| PREMIER WORKSITE SOLUTIONS INC3 Filed as: PREMIER WORKSITE SOLUTIONS | 700 KINDERKAMACK ROAD SUITE 205 ORADELL, NJ 07649 | TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY | $1K | $0 | $1K | 1.86% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC | 4 EMBARCADERO CTR STE 40 SAN FRANCISCO, CA 94111 | TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY | $305 | $0 | $305 | 0.38% |
| ONE GROUP NY INC3 Filed as: ONE GROUP | 706 N CLINTON ST SYRACUSE, NY 13204 | FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY | $4K | $0 | $4K | 8.18% |
| PROFFESIONAL GROUP PLANS INC3 | 225 WIRELESS BLVD STE200 HAUPPAUGE, NY 11788 | FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY | $2K | $0 | $2K | 4.09% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES (NY) LLC | 340 MADISON AVE FL 21 NEW YORK, NY 10173 | FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY | $908 | $0 | $908 | 1.82% |
| BENEFIT ADVISORS NETWORK LLC3 | 6830 COCHRAN RD SOLON, OH 44139 | FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY | $0 | $460 | $460 | 0.92% |
| MENT INC. ONEIDA WEALTH3 | 706 N CLINTON ST SYRACUSE, NY 13204 | CONTINENTAL AMERICAN INSURANCE COMPANY | $4K | $0 | $4K | 12.17% |
| DOMENICO V MAUTARELLI3 | PO BOX 767 MATTITUCK, NY 11952 | CONTINENTAL AMERICAN INSURANCE COMPANY | $403 | $0 | $403 | 1.13% |
| MICHAEL C WALKER3 Filed as: MICHAEL P DESTEFANO | 4250 VETERANS MEMORIAL HWY STE 1015 W HOLBROOK, NY 11741 | CONTINENTAL AMERICAN INSURANCE COMPANY | $51 | $0 | $51 | 0.14% |
| DOMENICO V MAUTARELLI3 | PO BOX 767 MATTITUCK, NY 11952 | CONTINENTAL AMERICAN INSURANCE COMPANY | $20 | $0 | $20 | 0.06% |
| LAURA BOHANNON3 | 23 S MARVINE AVE AUBURN, NY 13021 | CONTINENTAL AMERICAN INSURANCE COMPANY | $6 | $0 | $6 | 0.02% |
| JOSEPH P CALARCO3 | 23 S MARVINE AVE AUBURN, NY 13021 | CONTINENTAL AMERICAN INSURANCE COMPANY | $4 | $0 | $4 | 0.01% |
| ONE GROUP NY INC3 | 706 N CLINTON ST SYRACUSE, NY 13204 | FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY | $3K | $0 | $3K | 8.96% |
| PROFFESIONAL GROUP PLANS INC3 | 225 WIRELESS BLVD STE200 HAUPPAUGE, NY 11788 | FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY | $1K | $0 | $1K | 4.48% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES (NY) LLC | 340 MADISON AVE FL 21 NEW YORK, NY 10173 | FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY | $326 | $0 | $326 | 1.04% |
| BENEFIT ADVISORS NETWORK LLC3 | 6830 COCHRAN RD SOLON, OH 44139 | FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY | $0 | $318 | $318 | 1.01% |
| ONEGROUP NY INC3 Filed as: ONEGROUP NY, INC. | ONE GROUP CENTER 706 N. CLINTON STREET SYRACUSE, NY 13204 | METROPOLITAN PROPERTY AND CASUALTY INSURANCE CO. | $776 | $0 | $776 | 5.39% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP COORPORATE SERVICES NY LLC | 340 MADISON AVE FL 21 NEW YORK, NY 10173 | METROPOLITAN PROPERTY AND CASUALTY INSURANCE CO. | $689 | $72 | $761 | 5.28% |
| PREMIER WORKSITE SOLUTIONS INC3 Filed as: PREMIER WORKSITE SOLUTIONS | 700 KINDERKAMACK ROAD SUITE 205 ORADELL, NJ 07649 | TRANSAMERICA LIFE INSURANCE COMPANY | $249 | $0 | $249 | 2.40% |
| ONEGROUP NY INC3 | 706 N CLINTON ST SYRACUSE, NY 13204 | TRANSAMERICA LIFE INSURANCE COMPANY | $166 | $0 | $166 | 1.60% |
| ONE GROUP NY INC3 | 706 N CLINTON ST SYRACUSE, NY 13204 | FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY | $849 | $0 | $849 | 9.00% |
| PROFFESIONAL GROUP PLANS INC3 | 225 WIRELESS BLVD STE200 HAUPPAUGE, NY 11788 | FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY | $424 | $0 | $424 | 4.50% |
| BENEFIT ADVISORS NETWORK LLC3 | 6830 COCHRAN RD SOLON, OH 44139 | FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY | $0 | $111 | $111 | 1.18% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES (NY) LLC | 340 MADISON AVE FL 21 NEW YORK, NY 10173 | FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY | $94 | $0 | $94 | 1.00% |
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 | 511 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 1 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 513 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 846 | $450K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 846 | $450K |
| Life insurance(4 contracts, 3 carriers) | TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY | 1,032 | $172K |
| Short-term disability | FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY | 141 | $87K |
| Long-term disability | FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY | 1,032 | $198K |
| Other(4 contracts, 3 carriers) | FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY | 1,032 | $109K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,032 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.