| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| SAMUEL TATUM | 132 HENRY ST GREENSICH, CT 06830 | AFLAC | $6K | $49 | $6K | — |
| KENNETH B PARSON | 4 BUTLER LANE NEW MILFORD, CT 06776 | AFLAC | $2K | — | $2K | — |
| JUSTIN GRIFFEY | 535 CONNECTICUT AVE SUITE 103 NORWALK, CT 06854 | AFLAC | $1K | $32 | $1K | — |
| BRIAN FAIN | 54 THIMBLE FARM ROAD BRANSFORD, CT 06405 | AFLAC | $430 | — | $430 | — |
| LINDA HIRSCHFELD | 26 GEORGETOWN N GREENWICH, CT 06831 | AFLAC | $180 | $146 | $326 | — |
| WILLIAM FEIERSTEIN | 152 CRANE RD CARMEL, NY 10512 | AFLAC | $165 | — | $165 | — |
| THE HORTON GROUP Filed as: ALEX HORTON | 27 JENNIE LANE WESTPORT, CT 06880 | AFLAC | $140 | — | $140 | — |
| PAUL M WALSH | 44 HUNTERS RIDGE ROAD SHELTON, CT 06484 | AFLAC | $105 | — | $105 | — |
| MICHAEL REYES Filed as: MICHAEL ROBERTS | 110 LIMERICK ROAD FAIRFIELD, CT 06824 | AFLAC | $60 | — | $60 | — |
| LOUIS R FAIOLA | 12 HAAWK CT DELMAR, NY 12054 | AFLAC | $48 | — | $48 | — |
| MATTHEW G BERGER | 1020 NORTH DELAWARE AVE 4TH FL SUITE A 302 PHILADELPHIA, PA 19125 | AFLAC | $45 | — | $45 | — |
| ERIC S LENTZ | 25 BARKER ST APT 305 MOUNT KISCO, NY 10549 | AFLAC | $44 | — | $44 | — |
| JASON SCZEPANIAK Filed as: JASON HARTMAN | 10 LAKE STREET MONROE, NY 10950 | AFLAC | $31 | — | $31 | — |
| MICHAEL REYES | 250 WINTON RD FAIRFIELD, CT 06824 | AFLAC | $30 | — | $30 | — |
| JOHN K SCHULE Filed as: JOHN SCHULE | 102 BLACKWOOD LANE STAMFORD, CT 06903 | AFLAC | $28 | — | $28 | — |
| DAWN MASCHAS | 1277 SW HIGH POINT LANE PALM CITY, FL 34990 | AFLAC | $25 | — | $25 | — |
| CHRISTOPHER S AUSTERMANN Filed as: CHRISTOPHER AUSTERMANN | 148 EASTERN BLVD GLASTONBURY, CT 06033 | AFLAC | $25 | — | $25 | — |
| CHRISTOPHER S AUSTERMANN Filed as: CHRISTOPHER AUSTERMANN | 100 MILL PLAIN ROAD SUITE 322 DANBURY, CT 06811 | AFLAC | $22 | — | $22 | — |
| MARTIN POSNER | 4 ALEXANDER DRIVE BREWSTER, NY 10509 | AFLAC | $19 | — | $19 | — |
| MCINERNEY GROUP LLC Filed as: MCINERNEY GROUP | 580 WHITE PLAINS ROAD SUITE 115 TARRYTOWN, NY 10591 | AFLAC | $16 | — | $16 | — |
| ROBERT JAMES LAMB Filed as: ROBERT LAMB | 181 DEEPWOOD DRIVE GUILFORD, CT 06437 | AFLAC | $16 | — | $16 | — |
| IRWIN H ZAETZ | 171 LAKE PL S DANBURY, CT 06810 | AFLAC | $15 | — | $15 | — |
| JEANMARIE F MCLEAN | 71 RIDGECREST DR RIDGEFIELD, CT 08877 | AFLAC | $6 | — | $6 | — |
| CHRISTIAN VIRZI | 185 PLAINS ROAD SUITE 200E MILFORD, CT 06461 | AFLAC | $5 | — | $5 | — |
| MICHAEL T REYES | 185 PLAINS RD SUITE 200E MILFORD, CT 06461 | AFLAC | — | — | $0 | — |
| DEBORAH SCOTT | 40 JEFFERSON AVE DANBURY, CT 06810 | AFLAC | — | — | $0 | — |
| CHRISTOPHER S AUSTERMANN | AFLAC ST STATE OFFICE 185 PLAINS ROAD SUITE 200E MILFORD, CT 06461 | AFLAC | — | — | $0 | — |
| JULIE SLAUGHTER | 430 BOARDWALK WALLED LAKE, MI 48390 | AFLAC | — | — | $0 | — |
| MICHAEL REYES Filed as: MICHAEL ROBERTS | 110 LIMERICK RD FARFIELD, CT 06824 | AFLAC | — | — | $0 | — |
| SUSAN C BRIMHALL | 18167 US HIGHWAY 19 N STE 525 CLEARWATER, FL 33764 | AFLAC | — | — | $0 | — |
| SUSAN C BRIMHALL | 3921 CAPE SAN BLAS RD PORT SAINT JOE, FL 32456 | AFLAC | — | — | $0 | — |
| JASON SCZEPANIAK Filed as: JASON HARTMAN | 225 DOLSON AVENUE SUITE 304 MIDDLETOWN, NY 10940 | AFLAC | — | — | $0 | — |
| BRYCE DAVIES | 251 FARMINGTON ROAD RIDGEFIELD, CT 06877 | AFLAC | — | — | $0 | — |
| JOANN AMEDOLA | 32 E PEMBROKE RD DANBURY, CT 06811 | AFLAC | — | — | $0 | — |
| DONNA ALDAY | 110 BURWOOD AVE STAMFORD, CT 06902 | AFLAC | — | — | $0 | — |
| TYLER FRITZ | 7 TAMARACK RD MAHOPAC, NY 10541 | AFLAC | — | — | $0 | — |
| SAMUEL TATUM | 5 RUSTIC LN NORWALK, CT 06851 | AFLAC | — | — | $0 | — |
| ROBERT JAMES LAMB | 181 DEEPWOOD DRIVE GUILFORD, CT 06437 | AFLAC | — | — | $0 | — |
| NATALIE D RYAN Filed as: NATALIE RYAN | 207 FIELDSTONE LEDYARD, CT 06339 | AFLAC | — | — | $0 | — |
| KEVIN MCCARTHY | 197 LANG DR NORTH KINGSTOWN, RI 02852 | AFLAC | — | — | $0 | — |
| MELISSA A SCHOFIELD Filed as: MELISSA SCHOFIELD | 932 E VOLK LANE MIDDLETOWN, CT 06457 | AFLAC | — | — | $0 | — |
| MELISSA A SCHOFIELD Filed as: MELISSA SCHOFIELD | 11620 N 39TH STREET PHOENIX, CT 85028 | AFLAC | — | — | $0 | — |
| GEORGE BOOTH | 41 GRIST MILL LANE SOUTHPORT, CT 06890 | AFLAC | — | — | $0 | — |
| MARTIN POSNER | 4 ALEXANDER DR BREWSTER, NY 10509 | AFLAC | — | — | $0 | — |
| WENDY CALIENDO | 1036 MAGGIE RD NEWBURGH, NY 12550 | AFLAC | — | — | $0 | — |
| THOMAS FLORES | 1265 15TH ST APT 16G FORT LEE, NJ 07024 | AFLAC | — | — | $0 | — |
| SAMUEL TATUM | 117 S BALD HILL ROAD NEW CANAAN, CT 06840 | AFLAC | — | — | $0 | — |
| SAMEUL TATUM | 14 POWDER HORN HILL ROAD WILTON, CT 06897 | AFLAC | — | — | $0 | — |
| MICHAEL REYES Filed as: MICHAEL TRACY | 535 CONNECTICUT AVE SUITE 103 NORWALK, CT 06854 | AFLAC | — | — | $0 | — |
| ERIC S LENTZ | 11 PARSONS ST APT 2 HARRISON, NY 10528 | AFLAC | — | — | $0 | — |
| MARTIN POSNER | 2975 BALLANTRAE CT HENDERSON, NV 89044 | AFLAC | — | — | $0 | — |
| CHRISTINA PAUL VIRZI | 185 PLAINS RD SUITE 200E MILFORD, CT 06339 | AFLAC | — | — | $0 | — |
| HOWARD LABOW | 666 DUNDEE RD SUITE 1603 NORTHBROOK, IL 60062 | ALLSTATE | $157 | — | $157 | — |
| RIM INSURANCE SERVICES | 21 ELM PLACE RYE, NY 10580 | ALLSTATE | $86 | — | $86 | — |
| EDWARD TAYLOR | 1929 KINNIKINNICK DR ERIE, CO 80516 | ALLSTATE | $7 | — | $7 | — |
| MARK EDWARD HATHAWAY Filed as: MARK FIEGOLI | 11 MARTINE AVE 6TH FLOOR WHITE PLAINS, NY 10606 | ALLSTATE | $3 | — | $3 | — |
| RALPH BORSELLA AGENCY | 21 ELM PLACE RYE, NY 10580 | ALLSTATE | — | — | $0 | — |
| NANCY PENA-KOHOUT | 2 BIRCHWAY DRIVE STONEY POINT, NY 10980 | ALLSTATE | — | — | $0 | — |
| EDDY A SLOSHOWER | 40 BRANDY LANE WAPPINGERS FALLS, NY 12590 | ALLSTATE | — | — | $0 | — |
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 | 48 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 48 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | AFLAC | 48 | $0 |
| Life insurance | ALLSTATE | 0 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 48 | — |
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."
No prospect flags tripped on this filing.