| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY LLC (TRION) | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | CIGNA | $4K | $0 | $4K | 1.04% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GRP A MARSH & MCLENNAN AGCY L | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $65K | $0 | $65K | 26.11% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY LLC (TRION) | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $0 | $2K | $2K | 0.79% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY LLC (TRION) | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY | $33K | $7K | $40K | 17.96% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY LLC (TRION) | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY | $12K | $3K | $14K | 18.35% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY LLC (TRION) | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY | $4K | $838 | $5K | 17.99% |
| LS & ASSOCIATES INSURANCE CONSULTAN3 | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $3K | $148 | $3K | 15.88% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY LLC (TRION) | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY | $2K | $2K | $4K | 26.30% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY LLC (TRION) | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $2K | $429 | $2K | 18.16% |
| MULTIPLE - DETAIL UPON REQUEST3 | PO BOX 6 HAMBURG, NY 14075 | AFLAC | $1K | $0 | $1K | 18.29% |
| LS & ASSOCIATES INSURANCE CONSULTAN3 | 1973 OAK TREE COVE HERNANDO, MS 38632 | EYEMED VISION | $1K | $0 | $1K | 16.64% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY LLC (TRION) | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $843 | $132 | $975 | 17.35% |
| LS & ASSOCIATES INSURANCE CONSULTAN3 | 1973 OAK TREE COVE HERNANDO, MS 38632 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $1K | $0 | $1K | 20.00% |
| ALLEN FINANCIAL GROUP, PA3 | PO BOX 13128 JACKSON, MS 39211 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $20 | $0 | $20 | 0.39% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY LLC (TRION) | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY | $619 | $116 | $735 | 17.81% |
| MARSH & MCLENNAN AGENCY LLC7 Filed as: MARSH & MCLENNAN AGENCY LLC (TRION) | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $521 | $88 | $609 | 17.53% |
| LS & ASSOCIATES INSURANCE CONSULTAN3 | 1973 OAK TREE COVE HERNANDO, MS 38632 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $514 | $32 | $546 | 15.92% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY LLC (TRION) | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $404 | $88 | $492 | 18.26% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY LLC (TRION) | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $297 | $0 | $297 | 15.01% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY LLC (TRION) | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $173 | $51 | $224 | 14.28% |
| LS & ASSOCIATES INSURANCE CONSULTAN3 | 1973 OAK TREE COVE HERNANDO, MS 38632 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $196 | $10 | $206 | 15.75% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY LLC (TRION) | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $169 | $35 | $204 | 18.10% |
| MULTIPLE - DETAIL UPON REQUEST3 | PO BOX 6 HAMBURG, NY 14075 | AFLAC | $71 | $0 | $71 | 9.67% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY LLC (TRION) | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY | $88 | $0 | $88 | 14.97% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY LLC (TRION) | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $25 | $0 | $25 | 15.15% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY LLC (TRION) | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $5 | $0 | $5 | 14.71% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY LLC (TRION) | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY | $2 | $0 | $2 | 16.67% |
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 | 1,004 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 8 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,012 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN OF HAWAII | 36 | $41K |
| Dental(3 contracts, 3 carriers) | BLUECROSS BLUESHIELD OF WESTERN NEW YORK | 2,597 | $10.4M |
| Vision(2 contracts) | EYEMED VISION | 1,662 | $52K |
| Life insurance(5 contracts, 2 carriers) | FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY | 796 | $260K |
| Short-term disability(7 contracts, 4 carriers) | AMERICAN HERITAGE LIFE INSURANCE COMPANY | 895 | $343K |
| Long-term disability(4 contracts, 2 carriers) | FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY | 569 | $21K |
| Prescription drug | BLUECROSS BLUESHIELD OF WESTERN NEW YORK | 2,597 | $10.1M |
| Other(12 contracts, 5 carriers) | BLUECROSS BLUESHIELD OF WESTERN NEW YORK | 2,597 | $10.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,597 | — |
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.