| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ENROLLEASE3 Filed as: DIGITAL BENEFIT ADVISORS | 200 GALLERIA PKWY SE STE 1950 ATLANTA, GA 30339 | UNITEDHEALTHCARE INSURANCE COMPANY | $70K | — | $70K | 0.50% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INS SERVICES INC | 700 W 47TH ST STE 1100 KANSAS CITY, MO 64112 | UNITEDHEALTHCARE INSURANCE COMPANY | $69K | — | $69K | 0.50% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INS SERVICES INC | C/O COMMISSIONS DEPARTMENT CINCINATTI, OH 45263 | UNITEDHEALTHCARE INSURANCE COMPANY | — | $15K | $15K | 0.11% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INS SERVICES, INC. | 160 W SANTA CLARA STREET STE 450 SAN JOSE, CA 951131762 | KAISER FOUNDATION HEALTH PLAN INC. | $24K | — | $24K | 0.25% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE, INC. | 175 S SAN ANTONIO RD 101 LOS ALTOS, CA 940223748 | KAISER FOUNDATION HEALTH PLAN INC. | $24K | — | $24K | 0.25% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INS SERVICES, INC. | 160 W SANTA CLARA STREET STE 450 SAN JOSE, CA 951131762 | KAISER FOUNDATION HEALTH PLAN INC. | $20K | — | $20K | 0.25% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE, INC. | 175 S SAN ANTONIO RD 101 LOS ALTOS, CA 940223748 | KAISER FOUNDATION HEALTH PLAN INC. | $18K | — | $18K | 0.21% |
| MARSH & MCLENNAN AGENCY LLC3 | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $128K | $160K | $289K | 3.97% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | 200 GALLERIA PARKWAY STE 1950 ATLANTA, GA 303393182 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $106K | — | $106K | 1.46% |
| TRION GROUP, INC.3 Filed as: TRION GROUP | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | $73K | $79K | $151K | 2.99% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE | 400 GALLERIA PARKWAY SUITE 300 ATLANTA, GA 30339 | AETNA LIFE INSURANCE COMPANY | $37K | — | $37K | 0.73% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE | 200 GALLERIA PARKWAY SUITE 1950 ATLANTA, GA 30339 | AETNA LIFE INSURANCE COMPANY | $9K | — | $9K | 0.18% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INS SERVICES INC. | PO BOX 632886 CINCINNATI, OH 452632886 | EYEMED VISION CARE | $55K | — | $55K | 2.02% |
| ENROLLEASE3 Filed as: DIGITAL BENEFIT ADVISORS-ORLANDO,FL | 315 E ROBINSON ST STE 325 ORLANDO, FL 328014341 | EYEMED VISION CARE | $21K | — | $21K | 0.77% |
| ENROLLEASE3 Filed as: DIGITAL INSURANCE, INC.-ORLANDO, FL | 400 GALLERIA PARKWAY SUITE 300 ATLANTA, GA 30339 | EYEMED VISION CARE | $14K | — | $14K | 0.52% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INSURANCE SVCS, INC | P.O.BOX 632886 CINCINNATI, OH 45263 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $5K | — | $5K | 0.26% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC. | 200 GALLERIA PARKWAY SUITE 1950 ATLANTA, GA 30339 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $4K | — | $4K | 0.20% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | 200 GALLERIA PKWY STE 1950 ATLANTA, GA 30339 | GROUP HEALTH COOPERATIVE | $4K | — | $4K | 0.24% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INSURANCE SVCS,INC. | 11440 TOMAHAWK CREEK PARKWAY LEAWOOD, KS 66211 | GROUP HEALTH COOPERATIVE | $4K | — | $4K | 0.23% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE, INC. | 200 GALLERIA PARKWAY, STE. 1950 ATLANTA, GA 30339 | HCC LIFE INSURANCE COMPANY | $43K | — | $43K | 2.90% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INSURANCE SRVCS,INC | 3625 CUMBERLAND BOULEVARD SE, SUITE 800 ATLANTA, GA 30339 | HCC LIFE INSURANCE COMPANY | $42K | — | $42K | 2.85% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BFTS AND INS SVCS INC | 700 WEST 47TH STREET SUITE 1100 KANSAS CITY, MO 64112 | AMERICAN HERITAGE LIFE | $70K | — | $70K | 5.29% |
| PETER J MACE3 | 5775 D GLENRIDGE DRIVE SUITE 350 ATLANTA, GA 30328 | AMERICAN HERITAGE LIFE | $18K | — | $18K | 1.33% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BFTS AND INS SVCS INC | 700 WEST 47TH STREET SUITE 1100 KANSAS CITY, MO 64112 | AMERICAN HERITAGE LIFE | $234K | — | $234K | 18.74% |
| PETER J MACE3 | 5775 D GLENRIDGE DRIVE SUITE 350 ATLANTA, GA 30328 | AMERICAN HERITAGE LIFE | $106K | — | $106K | 8.47% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | 400 GALLERIA PKWY SUITE 300 ATLANTA, GA 30339 | AMERICAN HERITAGE LIFE | $7K | — | $7K | 0.53% |
| PETER J MACE3 | 5775 D GLENRIDGE DR STE 350 ATLANTA, GA 30328 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $37K | — | $37K | 3.43% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INSURANCE SVCS,INC. | 700 W 47TH ST STE 1100 KANSAS, MO 64112 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $11K | — | $11K | 1.05% |
| HODGES-MACE BENEFITS GRP INC3 | 5775-D GLENRIDGE DR NE STE 350 ATLANTA, GA 30328 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $5K | — | $5K | 0.49% |
| TRION GROUP, INC.3 Filed as: TRION GROUP | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | ZURICH AMERICAN INSURANCE COMPANY | $34K | — | $34K | 5.03% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | 400 GALLERIA PARKWAY SE,SUITE 300 ATLANTA, GA 30339 | ZURICH AMERICAN INSURANCE COMPANY | $34K | — | $34K | 4.97% |
| FREDERICK R SCHREMP3 | 3625 CUMBERLAND BLVD SE STE 800 ATLANTA, GA 30339 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $36K | — | $36K | 6.11% |
| HODGES-MACE BENEFITS GRP INC3 | 5775-D GLENRIDGE DR NE STE 350 ATLANTA, GA 30328 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $36K | — | $36K | 6.11% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | 315 E ROBINSON ST STE 325 ORLANDO, FL 32801 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $11K | — | $11K | 1.96% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INSURANCE SERV | 700 W 47TH ST STE 1100 KANSAS, MO 64112 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $5K | $5K | 0.82% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE, INC. | 200 GALLERIA PKWY STE 1950 ATLANTA, GA 30339 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $2K | $2K | 0.26% |
| KTP ADVISORS, INC.3 Filed as: KTP ADVISORS INC. | 38 WASHINGTON SQ. NEWPORT, RI 02840 | AETNA LIFE INSURANCE COMPANY | $30K | — | $30K | 5.86% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INSURANCE SVCS INC. | PO BOX 632886 CINCINNATI, OH 45263 | AETNA LIFE INSURANCE COMPANY | $11K | — | $11K | 2.20% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE | 400 GALLERIA PARKWAY SUITE 300 ATLANTA, GA 30339 | AETNA LIFE INSURANCE COMPANY | $7K | — | $7K | 1.36% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE | 200 GALLERIA PARKWAY SUITE 1950 ATLANTA, GA 30339 | AETNA LIFE INSURANCE COMPANY | $2K | — | $2K | 0.34% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INSURANCE SRVC INC | P.O. BOX 632886 CINCINNATI, OH 45263 | KAISER FOUNDATION HEALTH PLAN OF COLORADO | $1K | $1K | $2K | 0.60% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | 200 GALLERIA PARKWAY STE 1950 ATLANTA, GA 30339 | KAISER FOUNDATION HEALTH PLAN OF COLORADO | $873 | — | $873 | 0.22% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BFTS AND INS SVCS INC | 700 WEST 47TH STREET SUITE 1100 KANSAS CITY, MO 64112 | AMERICAN HERITAGE LIFE | $65K | — | $65K | 28.51% |
| PETER J MACE3 | 5775 D GLENDRIDGE DRIVE SUITE 350 ATLANTA, GA 30328 | AMERICAN HERITAGE LIFE | $44K | — | $44K | 19.08% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | 400 GALLERIA PKWY SUITE 300 ATLANTA, GA 30339 | AMERICAN HERITAGE LIFE | $438 | — | $438 | 0.19% |
| KTP ADVISORS, INC.3 Filed as: KTP ADVISORS INC. | 38 WASHINGTON SQ. NEWPORT, RI 02840 | AETNA LIFE INSURANCE COMPANY | $10K | — | $10K | 6.07% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INS SVCS INC. | PO BOX 632886 CINCINNATI, OH 45263 | AETNA LIFE INSURANCE COMPANY | $4K | — | $4K | 2.36% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE | 400 GALLERIA PARKWAY SUITE 300 ATLANTA, GA 30339 | AETNA LIFE INSURANCE COMPANY | $2K | — | $2K | 1.35% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE | 200 GALLERIA PARKWAY SUITE 1950 ATLANTA, GA 30339 | AETNA LIFE INSURANCE COMPANY | $569 | — | $569 | 0.34% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BFTS AND INS SVCS INC | 700 WEST 47TH STREET SUITE 1100 KANSAS CITY, MO 64112 | AMERICAN HERITAGE LIFE | $36K | — | $36K | 23.63% |
| PETER J MACE3 | 5775 D GLENRIDGE DRIVE SUITE 350 ATLANTA, GA 30328 | AMERICAN HERITAGE LIFE | $21K | — | $21K | 13.84% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | 400 GALLERIA PKWY SUITE 300 ATLANTA, GA 30339 | AMERICAN HERITAGE LIFE | $2K | — | $2K | 0.99% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BNFTS & INSURANCE SRVCS INC | 700 W 47TH ST STE 1100 KANSAS, MO 64112 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $78 | $2K | 2.68% |
| DAVID A HOFFMAN3 | PO BOX 3400 SANTA BARBARA, CA 93130 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $458 | — | $458 | 0.64% |
| PETER J MACE3 | 5775 D GLENRIDGE DR STE 350 ATLANTA, GA 30328 | PROVIDEN LIFE AND CASUALTY INSURANCE COMPANY | $1K | — | $1K | 2.00% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INSURANCE SVCS,INC. | 700 W 47TH ST STE 1100 KANSAS, MO 64112 | PROVIDEN LIFE AND CASUALTY INSURANCE COMPANY | $328 | — | $328 | 0.50% |
| PETER J MACE3 | 5775 D GLENRIDGE DR STE 350 ATLANTA, GA 30328 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $2K | — | $2K | 4.33% |
| FREDERICK R SCHREMP3 | 3625 CUMBERLAND BLVD SE STE 800 ATLANTA, GA 30339 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $563 | — | $563 | 1.09% |
| HODGES-MACE BENEFITS GRP INC3 Filed as: HODGES - MACE BENEFITS GRP INC | 5775-D GLENRIDGE DR NE STE 350 ATLANTA, GA 30328 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $25 | — | $25 | 0.05% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BNFTS AND INSURANCE SRVCS INC | 700 W 47TH ST STE 1100 KANSAS, MO 64112 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $4K | $489 | $4K | 8.33% |
| DAVID A HOFFMAN3 | PO BOX 3400 SANTA BARBARA, CA 93130 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.01% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BFTS AND INS SVCS INC | 700 WEST 47TH STREET SUITE 1100 KANSAS CITY, MO 64112 | AMERICAN HERITAGE LIFE | $2K | — | $2K | 5.80% |
| PETER J MACE3 | 5775 D GLENRIDGE DRIVE SUITE 350 ATLANTA, GA 30328 | AMERICAN HERITAGE LIFE | $691 | — | $691 | 1.70% |
| PETER J MACE3 | 5775 D GLENRIDGE DR STE 350 ATLANTA, GA 30328 | FIRST UNUM LIFE INSURANCE COMPANY | $1K | — | $1K | 4.28% |
| FREDERICK R SCHREMP3 | STE 800 3625 CUMBERLAND BLVD. SE ATLANTA, GA 30339 | FIRST UNUM LIFE INSURANCE COMPANY | $314 | — | $314 | 1.23% |
| FREDERICK R SCHREMP3 | STE 800 3625 CUMBERLAND BLVD SE ATLANTA, GA 30339 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $1K | — | $1K | 5.47% |
| DAVID A HOFFMAN3 | PO BOX 3400 SANTA BARBARA, CA 93130 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $1K | — | $1K | 5.47% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | 315 E ROBINSON ST STE 325 ORLANDO, FL 32801 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $824 | — | $824 | 3.50% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INSURANCE SERV | 700 W 47TH ST STE 1100 KANSAS, MO 64112 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $172 | $172 | 0.73% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE, INC. | 200 GALLERIA PKWY STE 1950 ATLANTA, GA 30339 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $110 | $110 | 0.47% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INS SERVICES INC. | PO BOX 632886 CINCINNATI, OH 452632886 | EYEMED VISION CARE | $539 | — | $539 | 2.50% |
| ENROLLEASE3 Filed as: DIGITAL BENEFIT ADVISORS-ORLANDO,FL | 315 E ROBINSON ST STE 325 ORLANDO, FL 328014341 | EYEMED VISION CARE | $164 | — | $164 | 0.76% |
| ENROLLEASE3 Filed as: DIGITAL INSURANCE,INC.-ORLANDO,FL | 400 GALLERIA PARKWAY SUITE 300 ATLANTA, GA 30339 | EYEMED VISION CARE | $102 | — | $102 | 0.47% |
| TRION GROUP, INC.3 Filed as: TRION GROUP | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | ZURICH AMERICAN INSURANCE COMPANY | $2K | — | $2K | 10.00% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BNFTS AND INSURANCE SRVCS INC | 700 W 47TH ST STE 1100 KANSAS, MO 64112 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $134 | $1K | 9.03% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BNFTS AND INSURANCE SRVCS INC | 700 W 47TH ST STE 1100 KANSAS, MO 64112 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $695 | $88 | $783 | 8.36% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BNFTS AND INSURANCE SRVCS INC | 700 W 47TH ST STE 1100 KANSAS, MO 64112 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $85 | — | $85 | 1.04% |
| DAVID A HOFFMAN3 | PO BOX 3400 SANTA BARBARA, CA 93130 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $80 | — | $80 | 0.97% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BNFTS AND INSURANCE SRVCS INC | 700 W 47TH ST STE 1100 KANSAS, MO 64112 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $698 | $18 | $716 | 10.01% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BNFTS AND INSURANCE SRVCS INC | 700 W 47TH ST STE 1100 KANSAS, MO 64112 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $18 | — | $18 | 0.99% |
| DAVID A HOFFMAN3 | PO BOX 3400 SANTA BARBARA, CA 93130 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $18 | — | $18 | 0.99% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BFTS AND INS SVCS INC | 700 WEST 47TH STREET SUITE 1100 KANSAS CITY, MO 64112 | AMERICAN HERITAGE LIFE | $474 | — | $474 | 27.80% |
| PETER J MACE3 | 5775 D GLENRIDGE DRIVE SUITE 350 ATLANTA, GA 30328 | AMERICAN HERITAGE LIFE | $425 | — | $425 | 24.93% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BFTS AND INS SVCS INC | 700 WEST 47TH STREET SUITE 1100 KANSAS CITY, MO 64112 | AMERICAN HERITAGE LIFE | $216 | — | $216 | 25.35% |
| PETER J MACE3 | 5775 D GLENRIDGE DRIVE SUITE 350 ATLANTA, GA 30328 | AMERICAN HERITAGE LIFE | $216 | — | $216 | 25.35% |
| PETER J MACE3 | 5775 D GLENRIDGE DRIVE SUITE 350 ATLANTA, GA 30328 | AMERICAN HERITAGE LIFE | $12 | — | $12 | 8.76% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BFTS AND INS SVCS INC | 700 WEST 47TH STREET SUITE 1100 KANSAS CITY, MO 64112 | AMERICAN HERITAGE LIFE | $2 | — | $2 | 1.46% |
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 | 16,778 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 470 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 333 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 17,581 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(18 contracts, 9 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 39,653 | $41.7M |
| Vision(2 contracts) | EYEMED VISION CARE | 30,786 | $2.8M |
| Life insurance(3 contracts, 3 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 21,445 | $7.4M |
| Short-term disability(8 contracts, 3 carriers) | AETNA LIFE INSURANCE COMPANY | 9,882 | $5.2M |
| Long-term disability(8 contracts, 3 carriers) | AETNA LIFE INSURANCE COMPANY | 9,882 | $5.2M |
| Other(9 contracts, 6 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 21,445 | $9.8M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 39,653 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.