| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| AXIM GLOBAL STRATEGIES GROUP3 Filed as: AXIM GLOBAL STRATEGIES GROUP, LLC | 8925 W POST RD STE 105 LAS VEGAS, NV 89148 | DELTA DENTAL OF VIRGINIA | $8K | $0 | $8K | 4.48% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH USA, INC. | 3625 N ELM ST STE 200 GREENSBORO, NC 27455 | DELTA DENTAL OF VIRGINIA | $7K | $0 | $7K | 4.09% |
| MARSH & MCLENNAN AGENCY LLC3 | 4900 LIBBY MILL EAST BLVD STE 100 RICHMOND, VA 23230 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $9K | $0 | $9K | 5.80% |
| AXIM GLOBAL STRATEGIES GROUP3 Filed as: AXIM GLOBAL STRATEGIES GROUP LLC | 8925 W POST RD STE 105 LAS VEGAS, NV 89148 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $7K | $0 | $7K | 4.20% |
| MARSH & MCLENNAN AGENCY LLC3 | 4900 LIBBY MILL EAST BLVD STE 100 RICHMOND, VA 23230 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $6K | $0 | $6K | 5.84% |
| AXIM GLOBAL STRATEGIES GROUP3 Filed as: AXIM GLOBAL STRATEGIES GROUP LLC | 8925 W POST RD STE 105 LAS VEGAS, NV 89148 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $0 | $4K | 4.16% |
| MARSH & MCLENNAN AGENCY LLC3 | 4900 LIBBY MILL EAST BLVD STE 100 RICHMOND, VA 23230 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $5K | $0 | $5K | 5.84% |
| AXIM GLOBAL STRATEGIES GROUP3 Filed as: AXIM GLOBAL STRATEGIES GROUP LLC | 8925 W POST RD STE 105 LAS VEGAS, NV 89148 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $0 | $3K | 4.16% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 350 CONSHOHOCKEN, PA 19428 | VISION SERVICE PLAN | $1K | $0 | $1K | 3.40% |
| AXIM GLOBAL STRATEGIES GROUP3 Filed as: AXIM GLOBAL STRATEGIES GROUP LLC | 8925 W POST RD STE 105 LAS VEGAS, NV 891482433 | VISION SERVICE PLAN | $977 | $0 | $977 | 3.22% |
| ENROLLEASE3 Filed as: ENROLLEASE, INC DBA EASECENTRA | 1980 FESTIVAL PLAZA DR STE 810 LAS VEGAS, NV 891352958 | VISION SERVICE PLAN | $213 | $0 | $213 | 0.70% |
| EMPLOYEE NAVIGATOR, LLC3 | 7979 OLD GEORGETOWN RD STE 300 BETHESDA, MD 208142554 | VISION SERVICE PLAN | $89 | $0 | $89 | 0.29% |
| MARSH & MCLENNAN AGENCY LLC3 | 4900 LIBBY MILL EAST BLVD STE 100 RICHMOND, VA 23230 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $0 | $2K | 5.98% |
| AXIM GLOBAL STRATEGIES GROUP3 Filed as: AXIM GLOBAL STRATEGIES GROUP LLC | 8925 W POST RD STE 105 LAS VEGAS, NV 89148 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $0 | $1K | 4.02% |
| MARSH & MCLENNAN AGENCY LLC3 | 4900 LIBBY MILL EAST BLVD STE 100 RICHMOND, VA 23230 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $6K | $0 | $6K | 20.00% |
| AXIM GLOBAL STRATEGIES GROUP3 Filed as: AXIM GLOBAL | 8925 W. POST RD STE 105 LAS VEGAS, NV 89148 | 5STAR LIFE INSURANCE COMPANY | $5K | $0 | $5K | 16.93% |
| AXIM GLOBAL STRATEGIES GROUP3 Filed as: AXIM GLOBAL STRATEGIES GROUP, INC. | — | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $1K | $0 | $1K | 6.40% |
| MARSH & MCLENNAN AGENCY LLC3 | — | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $747 | $0 | $747 | 3.60% |
| MARSH & MCLENNAN AGENCY LLC3 | 4900 LIBBY MILL EAST BLVD STE 100 RICHMOND, VA 23230 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $0 | $2K | 20.00% |
| MARSH & MCLENNAN AGENCY LLC3 | — | HARTFORD ACCIDENT AND LIFE INSURANCE COMPANY | $216 | $0 | $216 | 4.70% |
| AXIM GLOBAL STRATEGIES GROUP3 Filed as: AXIM GLOBAL STRATEGIES GROUP LLC | — | HARTFORD ACCIDENT AND LIFE INSURANCE COMPANY | $106 | $0 | $106 | 2.31% |
| AXIS GLOBAL STRATEGIES GROUP3 | 8925 W POST RD SUITE 105 LAS VEGAS, NV 89148 | KAISER FOUNDATION HEALTH PLAN OF HAWAII | $246 | $0 | $246 | 7.00% |
| AXIM GLOBAL STRATEGIES GROUP3 Filed as: AXIM GLOBAL | 8925 W. POST RD STE 105 LAS VEGAS, NV 89148 | 5STAR LIFE INSURANCE COMPANY | $442 | $0 | $442 | 17.95% |
| AXIM GLOBAL STRATEGIES GROUP3 Filed as: AXIM GLOBAL STRATEGIES GROUP, INC. | — | DELAWARE AMERICAN LIFE INSURANCE COMPANY | $140 | $0 | $140 | 6.48% |
| MARSH & MCLENNAN AGENCY LLC3 | — | DELAWARE AMERICAN LIFE INSURANCE COMPANY | $76 | $0 | $76 | 3.52% |
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 | 348 | 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) | 348 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 14 | $29K |
| Dental(2 contracts, 2 carriers) | DELTA DENTAL OF VIRGINIA | 465 | $200K |
| Vision | VISION SERVICE PLAN | 223 | $30K |
| Life insurance(5 contracts, 3 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 348 | $219K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 354 | $103K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 354 | $83K |
| Other(9 contracts, 5 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 348 | $284K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 465 | — |
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."
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.