| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| INSGROUP INC3 Filed as: BRIDGEMARK INSURANCE GROUP SERVICES | 6929 NORTH HAYDEN ROAD SUITE C4454 SCOTTSDALE, AZ 85250 | METROPOLITAN LIFE INSURANCE COMPANY | $27K | $26 | $27K | 2.55% |
| PROFESSIONAL GROUP PLANS INC3 | 225 WIRELESS BOULEVARD SUITE 200 HAUPPAUGE, NY 11788 | METROPOLITAN LIFE INSURANCE COMPANY | $19K | $41 | $19K | 1.80% |
| PROFESSIONAL GROUP PLANS INC3 | 225 WIRELESS BOULEVARD FLOOR 2 HAUPPAUGE, NY 11788 | MUTUAL OF OMAHA INSURANCE COMPANY | $21K | $38K | $59K | 14.86% |
| HEALTHJOY, LLC3 | 215 WEST SUPERIOR STREET SUITE 500 CHICAGO, IL 60654 | MUTUAL OF OMAHA INSURANCE COMPANY | — | $22K | $22K | 5.60% |
| BRIDGEMARK INSURANCE GROUP3 Filed as: BRIDGEMARK INSURANCE GROUP LLC | 6929 NORTH HAYDEN ROAD SUITE C4-454 SCOTTSDALE, AZ 85250 | MUTUAL OF OMAHA INSURANCE COMPANY | $19K | — | $19K | 4.77% |
| PROFESSIONAL GROUP PLANS INC3 | 225 WIRELESS BOULEVARD FLOOR 2 HAUPPAUGE, NY 11788 | MUTUAL OF OMAHA INSURANCE COMPANY | $14K | $22K | $36K | 13.36% |
| HEALTHJOY, LLC3 | 215 WEST SUPERIOR STREET SUITE 500 CHICAGO, IL 60654 | MUTUAL OF OMAHA INSURANCE COMPANY | — | $15K | $15K | 5.60% |
| BRIDGEMARK INSURANCE GROUP3 Filed as: BRIDGEMARK INSURANCE GROUP LLC | 6929 NORTH HAYDEN ROAD SUITE C4-454 SCOTTSDALE, AZ 85250 | MUTUAL OF OMAHA INSURANCE COMPANY | $13K | — | $13K | 4.93% |
| PROFESSIONAL GROUP PLANS INC3 | 225 WIRELESS BOULEVARD FLOOR 2 HAUPPAUGE, NY 11788 | COMPANION LIFE INSURANCE COMPANY | $9K | $17K | $27K | 13.99% |
| BENERATION LLC3 | 2124 RACE STREET GROUND FLOOR PHILADELPHIA, PA 19103 | COMPANION LIFE INSURANCE COMPANY | — | $17K | $17K | 8.70% |
| BRIDGEMARK INSURANCE GROUP3 Filed as: BRIDGEMARK INSURANCE GROUP LLC | 6929 NORTH HAYDEN ROAD SUITE C4-454 SCOTTSDALE, AZ 85250 | COMPANION LIFE INSURANCE COMPANY | $10K | — | $10K | 5.07% |
| BRIDGEMARK INSURANCE GROUP3 | 7150 EAST CAMELBACK ROAD #239 SCOTTSDALE, AZ 85251 | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $2K | — | $2K | 1.07% |
| PROFESSIONAL GROUP PLANS INC3 | 225 WIRELESS BOULEVARD FLOOR 2 HAUPPAUGE, NY 11788 | COMPANION LIFE INSURANCE COMPANY | $2K | $4K | $6K | 13.86% |
| BENERATION LLC3 | 2124 RACE STREET GROUND FLOOR PHILADELPHIA, PA 19103 | COMPANION LIFE INSURANCE COMPANY | — | $4K | $4K | 8.70% |
| BRIDGEMARK INSURANCE GROUP3 Filed as: BRIDGEMARK INSURANCE GROUP LLC | 6929 NORTH HAYDEN ROAD SUITE C4-454 SCOTTSDALE, AZ 85250 | COMPANION LIFE INSURANCE COMPANY | $2K | — | $2K | 5.01% |
| PROFESSIONAL GROUP PLANS INC3 | 225 WIRELESS BOULEVARD FLOOR 2 HAUPPAUGE, NY 11788 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $2K | $4K | 9.47% |
| BRIDGEMARK INSURANCE GROUP3 Filed as: BRIDGEMARK INSURANCE GROUP LLC | 6929 NORTH HAYDEN ROAD SUITE C4-454 SCOTTSDALE, AZ 85250 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | — | $3K | 6.47% |
| MARC RODRIGUEZ3 | 449 WEST 44TH STREET APARTMENT 4K NEW YORK, NY 10036 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $3K | — | $3K | 13.14% |
| A SECURE YOU INC3 | 63 SABLE RUN EAST AMHERST, NY 14051 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $1K | — | $1K | 5.38% |
| CHRISTOPHER J BRANTIGAN3 | 4004 MILLBRIDGE PARKWAY WAXHAW, NC 28173 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $83 | — | $83 | 0.32% |
| CAREN WASSERMAN3 | 61 COTTONWOOD COURT WANTAGH, NY 11793 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $42 | — | $42 | 0.16% |
| TONYA M MACK3 | 5023 WEST QUINCY STREET CHICAGO, IL 60644 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $38 | — | $38 | 0.15% |
| JACK SOARES II3 | 28 ONEIDA STREET NEW BRITAIN, CT 06053 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $36 | — | $36 | 0.14% |
| PROFESSIONAL GROUP PLANS INC3 | 225 WIRELESS BOULEVARD FLOOR 2 HAUPPAUGE, NY 11788 | MUTUAL OF OMAHA INSURANCE COMPANY | $1K | $2K | $3K | 13.86% |
| BENERATION LLC3 | 2124 RACE STREET GROUND FLOOR PHILADELPHIA, PA 19103 | MUTUAL OF OMAHA INSURANCE COMPANY | — | $2K | $2K | 8.70% |
| BRIDGEMARK INSURANCE GROUP3 Filed as: BRIDGEMARK INSURANCE GROUP LLC | 6929 NORTH HAYDEN ROAD SUITE C4-454 SCOTTSDALE, AZ 85250 | MUTUAL OF OMAHA INSURANCE COMPANY | $1K | — | $1K | 5.01% |
| DANA M CRUZ3 | 3 HAVEN PLAZA APARTMENT 11B NEW YORK, NY 10009 | AFLAC | $4K | $355 | $5K | 24.42% |
| ANTHONY S ALMODOVAR3 Filed as: ANTHONY R ORGERA | 35 PINELAWN ROAD SUITE 190 MELVILLE, NY 11747 | AFLAC | $811 | $81 | $892 | 4.51% |
| ROBERT TABAN DONATO3 | 14 WALL STREET SUITE 8C NEW YORK, NY 10005 | AFLAC | $180 | $7 | $187 | 0.95% |
| BRIDGEMARK INS GROUP LLC3 | 8902 EAST VIA LINDA # 110-130 SCOTTSDALE, AZ 85258 | AFLAC | $86 | — | $86 | 0.44% |
| EMILY MARIE EVANS3 | 2242 SOUTH SARATOGA MESA, AZ 85202 | AFLAC | $59 | — | $59 | 0.30% |
| MARY ALVARADO3 Filed as: MARY RAEGEN ALVARADO | 16522 GILPIN STREET THORNTON, CO 80602 | AFLAC | $52 | — | $52 | 0.26% |
| NORMAN L ROBINSON3 | PO BOX 43 HOPKINTON, MA 01748 | AFLAC | $29 | — | $29 | 0.15% |
| KLEIN INC3 | 325 WEST HURON STREET SUITE 215 CHICAGO, IL 60654 | AFLAC | $28 | — | $28 | 0.14% |
| JASON ANDERSON3 | 2050 EAST 101ST COURT THORNTON, CO 80229 | AFLAC | $27 | — | $27 | 0.14% |
| NANCY ANNE MOCK3 | 573 EAST LARAMIE DRIVE WILLIAMS, AZ 86046 | AFLAC | $26 | — | $26 | 0.13% |
| FILIPE A COELHO3 | 4515 SOUTH MCCLINTOCK DRIVE SUITE 212 TEMPE, AZ 85282 | AFLAC | $17 | — | $17 | 0.09% |
| JEFFREY D HARNED3 Filed as: JEFFREY STEPHEN BLOCKER | 3 BARNESDALE ROAD NATICK, MA 01760 | AFLAC | $15 | — | $15 | 0.08% |
| KATHERINE ANDERSON3 | 2050 EAST 101ST COURT THORNTON, CO 80229 | AFLAC | $14 | — | $14 | 0.07% |
| ANDREW CASPERSON3 Filed as: ANDREW W CASPERSON | 325 WEST HURON STREET SUITE 215 CHICAGO, IL 60654 | AFLAC | $9 | — | $9 | 0.05% |
| JONATHAN BURGESS3 Filed as: JONATHAN E BURGESS | PO BOX 409 MOULTONBOROUGH, NH 03254 | AFLAC | $8 | — | $8 | 0.04% |
| THE SEGAL COMPANY3 Filed as: LAURA SEGEL | 1701 WEST WEBSTER AVENUE UNIT 509 CHICAGO, IL 60614 | AFLAC | $8 | — | $8 | 0.04% |
| JOANNA M ROCKWELL3 Filed as: JOANNA M NASCA | 350 NORTH LA SALLE DRIVE SUITE 1410 CHICAGO, IL 60654 | AFLAC | $5 | — | $5 | 0.03% |
| PROFESSSIONAL GROUP PLANS INC3 | 225 WIRELESS BOULEVARD FLOOR 2 HAUPPAUGE, NY 11788 | MUTUAL OF OMAHA INSURANCE COMPANY | $926 | $2K | $3K | 13.67% |
| BENERATION LLC3 | 2124 RACE STREET GROUND FLOOR PHILADELPHIA, PA 19103 | MUTUAL OF OMAHA INSURANCE COMPANY | — | $2K | $2K | 8.70% |
| BRIDGEMARK INSURANCE GROUP3 Filed as: BRIDGEMARK INSURANCE GROUP LLC | 6929 NORTH HAYDEN ROAD SUITE C4-454 SCOTTSDALE, AZ 85250 | MUTUAL OF OMAHA INSURANCE COMPANY | $955 | — | $955 | 5.08% |
| DANA M CRUZ3 | 3 HAVEN PLAZA APARTMENT 11B NEW YORK, NY 10009 | AFLAC | $670 | $139 | $809 | 14.31% |
| SPHEREC GROUP LLC3 | 388 BRIDGE STREET APARTMENT 34G BROOKLYN, NY 11201 | AFLAC | $343 | $35 | $378 | 6.69% |
| BRIDGEMARK INS GROUP LLC3 | 6929 NORTH HAYDEN ROAD SUITE C4-454 SCOTTSDALE, AZ 85250 | AFLAC | $252 | — | $252 | 4.46% |
| ANTHONY S ALMODOVAR3 Filed as: ANTHONY R ORGERA INC | 35 PINELAWN ROAD SUITE 190 MELVILLE, NY 11747 | AFLAC | $208 | $33 | $241 | 4.26% |
| PROFESSIONAL GROUP PLANS INC3 | 225 WIRELESS BOULEVARD SUITE 200 HAUPPAUGE, NY 11788 | SYMETRA LIFE INSURANCE COMPANY | — | $16K | $16K | — |
| BRIDGEMARK INSURANCE GROUP3 Filed as: BRIDGEMARK INSURANCE GROUP LLC | 6929 NORTH HAYDEN ROAD SUITE C4454 SCOTTSDALE, AZ 85250 | SYMETRA LIFE INSURANCE COMPANY | $14K | — | $14K | — |
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 | 2,615 | 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) | 2,615 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 1,917 | $1.2M |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 1,917 | $1.1M |
| Life insurance(3 contracts, 2 carriers) | COMPANION LIFE INSURANCE COMPANY | 2,628 | $253K |
| Short-term disability(2 contracts, 2 carriers) | MUTUAL OF OMAHA INSURANCE COMPANY | 2,631 | $438K |
| Long-term disability | MUTUAL OF OMAHA INSURANCE COMPANY | 427 | $267K |
| Stop-loss / reinsurancereinsurance | US FIRE INSURANCE COMPANY | 1,844 | $1.2M |
| Other(7 contracts, 5 carriers) | COMPANION LIFE INSURANCE COMPANY | 2,628 | $281K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,631 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.