| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| PROFESSIONAL GROUP PLANS INC3 Filed as: PROFESSIONAL GROUP PLANS, INC | 225 WIRELESS BLVD STE 200 HAUPPAUGE, NY 117883914 | UNITED HEALTHCARE INSURANCE COMPANY | $28K | $21K | $49K | 0.64% |
| ADAM MITCHELL VENOKUR3 | 350 5TH AVE STE 4320 NEW YORK, NY 101184318 | UNITED HEALTHCARE INSURANCE COMPANY | $927 | $0 | $927 | 0.01% |
| ARCHON LLC3 | 225 WIRELESS BLVD STE 200 HAUPPAUGE, NY 117883914 | NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK | $0 | $9K | $9K | 4.45% |
| ADAM VENOKUR3 | 444 EAST 82ND STREET APT 4M NEW YORK, NY 10028 | NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK | $4K | $0 | $4K | 1.73% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL FLORIDA, INC | 4830 W KENNEDY BLVD SUITE 850 TAMPA, FL 33609 | NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK | $149 | $0 | $149 | 0.07% |
| VENOKUR, ADAM M3 | 350 5TH AVE STE 4320 NEW YORK, NY 101184318 | UNITED HEALTHCAER INSURANCE COMPANY | $12K | $0 | $12K | 12.29% |
| PROFESSIONAL GROUP PLAN, INC3 Filed as: PROFESSIONAL GROUP PLAN INC. | 225 WIRELESS BLVD, 2ND FL HAUPPAUGE, NY 117883914 | UNITED HEALTHCAER INSURANCE COMPANY | $5K | $0 | $5K | 5.00% |
| PROFESSIONAL GROUP PLANS INC3 Filed as: PROFESSIONAL GROUP PLANS, INC. | 225 WIRELESS BLVD STE 200 HAUPPAUGE, NY 117883914 | NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK | $0 | $3K | $3K | 5.76% |
| ADAM VENOKUR3 | 444 EAST 82ND STREET APT 4M NEW YORK, NY 10028 | NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK | $2K | $0 | $2K | 4.26% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL FLORIDA, INC | 4830 W KENNEDY BLVD SUITE 850 TAMPA, FL 33609 | NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK | $337 | $0 | $337 | 0.73% |
| ARCHON LLC3 | 225 WIRELESS BLVD STE 200 HAUPPAUGE, NY 117883914 | NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK | $0 | $2K | $2K | 4.52% |
| ADAM VENOKUR3 | 444 EAST 82ND STREET APT 4M NEW YORK, NY 10028 | NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK | $980 | $0 | $980 | 2.68% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL FLORIDA, INC | 4830 W KENNEDY BLVD SUITE 850 TAMPA, FL 33609 | NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK | $394 | $0 | $394 | 1.08% |
| PROFESSIONAL GROUP PLANS INC3 Filed as: PROFESSIONAL GROUP PLANS, INC. | 225 WIRELESS BLVD STE 200 HAUPPAUGE, NY 117883914 | NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK | $0 | $496 | $496 | 3.62% |
| ADAM VENOKUR3 | 444 EAST 82ND STREET APT 4M NEW YORK, NY 10028 | NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK | $430 | $0 | $430 | 3.14% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL FLORIDA, INC | 4830 W KENNEDY BLVD SUITE 850 TAMPA, FL 33609 | NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK | $152 | $0 | $152 | 1.11% |
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 | 442 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 25 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 467 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITED HEALTHCARE INSURANCE COMPANY | 2,134 | $7.7M |
| Dental | UNITED HEALTHCARE INSURANCE COMPANY | 2,134 | $7.7M |
| Vision | UNITED HEALTHCARE INSURANCE COMPANY | 2,134 | $7.7M |
| Life insurance | NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK | 199 | $37K |
| Short-term disability | NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK | 441 | $203K |
| Long-term disability | NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK | 441 | $46K |
| Other(3 contracts, 2 carriers) | UNITED HEALTHCAER INSURANCE COMPANY | 449 | $145K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,134 | — |
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.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.