| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET SAN DIEGO, CA 92101 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $153K | — | $153K | 21.55% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET SAN DIEGO, CA 92101 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $11K | $468 | $12K | 7.24% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET SAN DIEGO, CA 92101 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $6K | — | $6K | 17.28% |
| IMG5 | 2960 NORTH MERIDIAN STREET INDIANAPOLIS, IN 46208 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | — | $30 | $30 | 0.09% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES, INC | 101 PARK AVE, 12TH FLOOR NEW YORK, NY 10178 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | — | $1K | 9.14% |
| KEVIN CARTY3 | 10 DINGLEY RD CARMEL, NC 10512 | AFLAC | $188 | — | $188 | 3.68% |
| ALVARO JAVIER MONTENEGRO3 | 5 ELYSE DR NEW CITY, NY 10956 | AFLAC | $37 | — | $37 | 0.72% |
| KEVIN MCCARTHY3 | 197 LANG DR NORTH KINGSTOWN, RI 02852 | AFLAC | $24 | — | $24 | 0.47% |
| MCINERNEY GROUP LLC3 | 14 STILLMAN LN PLEASANTVILLE, NY 10570 | AFLAC | $18 | — | $18 | 0.35% |
| RICHARD JOSEPH3 | 34 PONDVIEW DR CONGERS, NY 10920 | AFLAC | $18 | — | $18 | 0.35% |
| LILLIAN TOMPKINS3 | 100 STONY BROOK CT NEWBURGH, NY 12550 | AFLAC | $13 | — | $13 | 0.25% |
| RANDI E RIVA3 | 340 W PALMETTO PARK RD UNIT 504B BOCA RATON, FL 33432 | AFLAC | $11 | — | $11 | 0.22% |
| ROCO SOLUTIONS LLC3 | 704 SEAGATE DR TAMPA, FL 33602 | AFLAC | $6 | — | $6 | 0.12% |
| MELISA SCHOFIELD3 | 910 W KATHLEEN RD PHOENIX, CT 85023 | AFLAC | $5 | — | $5 | 0.10% |
| AMANDA GRABANICA3 | 7 COLONIAL RD SCARSDALE, NC 10583 | AFLAC | $3 | — | $3 | 0.06% |
| WENDY CALIENDO3 Filed as: WENDY M CALIENDO | 1036 MAGGIE RD NEWBURGH, NY 12550 | AFLAC | $1 | — | $1 | 0.02% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 2000 WEST LOOP SOUTH HOUSTON, TX 77027 | THE PAUL REVERE LIFE INSURANCE COMPANY | $226 | — | $226 | 8.50% |
| PARKS BENEFITS & ENROLLMENT LLC3 Filed as: PARKS BENEFITS ENROLLMENT LLC | 504 LITCHFIELD LN LEXINGTON, SC 29072 | THE PAUL REVERE LIFE INSURANCE COMPANY | $108 | $10 | $118 | 4.44% |
| KIMANI MATTHEW3 | 52 CANTON RD WEST SIMSBURY, CT 06092 | THE PAUL REVERE LIFE INSURANCE COMPANY | $105 | $5 | $110 | 4.14% |
| MAGDA ISABEL WISDOM3 | 2453 WILLOW PARK RD BETHLEHEM, PA 18020 | THE PAUL REVERE LIFE INSURANCE COMPANY | $34 | — | $34 | 1.28% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: ADAM IRA BROWN | 700 NE 7TH AVE APT 6 FORT LAUDERDALE, FL 33304 | THE PAUL REVERE LIFE INSURANCE COMPANY | $28 | $5 | $33 | 1.24% |
| BRYLIN EMPLOYEE BENEFITS LLC3 | 37 PONDVIEW DR ALLENTOWN, NJ 08501 | THE PAUL REVERE LIFE INSURANCE COMPANY | $30 | — | $30 | 1.13% |
| HELEN DIZ-HATTON3 | 4 PALMER LN ENGLISHTOWN, NJ 07726 | THE PAUL REVERE LIFE INSURANCE COMPANY | $21 | — | $21 | 0.79% |
| CRYSTAL IBC LLC3 | 1 FINANCIAL SQ FL 12 NEW YORK, NY 10005 | THE PAUL REVERE LIFE INSURANCE COMPANY | $18 | — | $18 | 0.68% |
| SOTERIA PARTNERS LLC3 | 77 HAGGERTY DRIVE WEST ORANGE, NJ 07052 | THE PAUL REVERE LIFE INSURANCE COMPANY | $15 | $3 | $18 | 0.68% |
| DAVID J MCCLELLAN3 | 118 ROYAL HORSE WAY REINHOLDS, PA 17569 | THE PAUL REVERE LIFE INSURANCE COMPANY | $11 | — | $11 | 0.41% |
| BRITO BENEFITS SOLUTIONS INC3 Filed as: BRITO BENEFIT SOLUTIONS INC | 14716 SW 112TH TER MIAMI, FL 33196 | THE PAUL REVERE LIFE INSURANCE COMPANY | $2 | $1 | $3 | 0.11% |
| B & B INSURANCE SOLUTIONS INC3 | 14716 SW 112TH TER MIAMI, FL 33196 | THE PAUL REVERE LIFE INSURANCE COMPANY | $1 | $1 | $2 | 0.08% |
| SINGLE POINT ENROLLMENT SOLUTIONS3 | 14716 SW 112TH TER MIAMI, FL 33196 | THE PAUL REVERE LIFE INSURANCE COMPANY | $1 | — | $1 | 0.04% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES, INC | 2000 WEST LOOP SOUTH HOUSTON, TN 77027 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $474 | $269 | $743 | 36.05% |
| PARKS BENEFITS & ENROLLMENT LLC3 Filed as: PARKS BENEFITS ENROLLMENT LLC | 504 LITCHFIELD LN LEXINGTON, SC 29072 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $296 | $316 | $612 | 29.69% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: ADAM IRA BROWN | 700 NE 7TH AVE APT 6 FORT LAUDERDALE, FL 33304 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $309 | $62 | $371 | 18.00% |
| JENNIFER MCCLELLAN3 | 118 ROYAL HORSE WAY REINHOLDS, PA 17569 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $82 | $97 | $179 | 8.69% |
| DAVID J MCCLELLAN3 | 118 ROYAL HORSE WAY REINHOLDS, PA 17569 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $23 | $65 | $88 | 4.27% |
| BRITO BENEFITS SOLUTIONS INC3 | 14716 SW 112TH TER MIAMI, FL 33196 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $23 | $15 | $38 | 1.84% |
| B & B INSURANCE SOLUTIONS INC3 Filed as: B&B INSURANCE SOLUTIONS INC | 14716 SW 112 TERRACE MIAMI, FL 33196 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | $9 | $23 | 1.12% |
| SINGLE POINT ENROLLMENT SOLUTIONS3 | 14716 SW 112 TERRACE MIAMI, FL 33196 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | $11 | $20 | 0.97% |
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 | 161 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 162 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 211 | $711K |
| Dental(2 contracts, 2 carriers) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 134 | $170K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 274 | $15K |
| Life insurance(3 contracts, 3 carriers) | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 161 | $41K |
| Short-term disability(4 contracts, 4 carriers) | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 161 | $43K |
| Long-term disability | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 161 | $33K |
| Prescription drug | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 211 | $711K |
| Other(4 contracts, 4 carriers) | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 161 | $43K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 274 | — |
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.