| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| AMWINS3 Filed as: AMWINS GROUP BENEFITS LLC | 50 WHITECAP DRIVE NORTH KINGSTOWN, RI 02852 | TRANSAMERICA LIFE INSURANCE CO. | $21K | — | $21K | 11.76% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF NY | 1500 BROADWAY 21ST FLOOR NEW YORK, NY 10036 | TRANSAMERICA LIFE INSURANCE CO. | $10K | — | $10K | 5.88% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF NEW YORK INC | 1500 BROADWAY NEW YORK, NY 10036 | AETNA LIFE INSURANCE CO. | $1K | — | $1K | 0.78% |
| AMWINS3 Filed as: AMWINS GROUP BENEFITS LLC | 50 WHITECAP DRIVE NORTH KINGSTOWN, RI 02852 | ENVISION INSURANCE COMPANY | $7K | — | $7K | 5.11% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF NY | 1500 BROADWAY 21ST FLOOR NEW YORK, NY 10036 | ENVISION INSURANCE COMPANY | $4K | — | $4K | 3.25% |
| ONEGROUP NY INC3 | 706 NORTH CLINTON STREET SYRACUSE, NY 13204 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2K | — | $2K | 8.04% |
| PROFESSIONAL GROUP PLANS INC3 Filed as: PROFESSIONAL GROUP PLANS | 225 WIRELESS BOULEVARD SUITE 200 HAUPPAUGE, NY 11788 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $1K | $1K | 4.58% |
| ONEGROUP NY INC3 | 706 NORTH CLINTON STREET SYRACUSE, NY 13204 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $5K | — | $5K | 18.27% |
| PROFESSIONAL GROUP PLANS INC3 Filed as: PROFESSIONAL GROUP PLANS | 225 WIRELESS BOULEVARD SUITE 200 HAUPPAUGE, NY 11788 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $1K | $1K | 4.57% |
| ONEGROUP NY INC3 | 706 NORTH CLINTON STREET SYRACUSE, NY 13204 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2K | — | $2K | 6.94% |
| PROFESSIONAL GROUP PLANS INC3 Filed as: PROFESSIONAL GROUP PLANS | 225 WIRELESS BOULEVARD SUITE 200 HAUPPAUGE, NY 11788 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $1K | $1K | 4.58% |
| ONEGROUP NY INC3 | 706 NORTH CLINTON STREET SYRACUSE, NY 13204 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $991 | — | $991 | 18.20% |
| PROFESSIONAL GROUP PLANS INC3 Filed as: PROFESSIONAL GROUP PLANS | 225 WIRELESS BOULEVARD SUITE 200 HAUPPAUGE, NY 11788 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $248 | $248 | 4.55% |
| ONEGROUP NY INC3 | 706 NORTH CLINTON STREET SYRACUSE, NY 13204 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $311 | — | $311 | 6.41% |
| PROFESSIONAL GROUP PLANS INC3 Filed as: PROFESSIONAL GROUP PLANS | 225 WIRELESS BOULEVARD SUITE 200 HAUPPAUGE, NY 11788 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $242 | $242 | 4.99% |
| ONEGROUP NY INC3 | 706 NORTH CLINTON STREET SYRACUSE, NY 13204 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $280 | — | $280 | 6.86% |
| PROFESSIONAL GROUP PLANS INC3 Filed as: PROFESSIONAL GROUP PLANS | 225 WIRELESS BOULEVARD SUITE 200 HAUPPAUGE, NY 11788 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $200 | $200 | 4.90% |
| ONEGROUP NY INC3 | 706 NORTH CLINTON STREET SYRACUSE, NY 13204 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $274 | — | $274 | 11.00% |
| PROFESSIONAL GROUP PLANS INC3 Filed as: PROFESSIONAL GROUP PLANS | 225 WIRELESS BOULEVARD SUITE 200 HAUPPAUGE, NY 11788 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $114 | $114 | 4.58% |
| ONEGROUP NY INC3 | 706 NORTH CLINTON STREET SYRACUSE, NY 13204 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $142 | — | $142 | 18.61% |
| PROFESSIONAL GROUP PLANS INC3 Filed as: PROFESSIONAL GROUP PLANS | 225 WIRELESS BOULEVARD SUITE 200 HAUPPAUGE, NY 11788 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $35 | $35 | 4.59% |
| ONEGROUP NY INC3 | 706 NORTH CLINTON STREET SYRACUSE, NY 13204 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $48 | — | $48 | 12.00% |
| PROFESSIONAL GROUP PLANS INC3 Filed as: PROFESSIONAL GROUP PLANS | 225 WIRELESS BOULEVARD SUITE 200 HAUPPAUGE, NY 11788 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $20 | $20 | 5.00% |
| ONEGROUP NY INC3 | 706 NORTH CLINTON STREET SYRACUSE, NY 13204 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $24 | — | $24 | 20.00% |
| PROFESSIONAL GROUP PLANS INC3 Filed as: PROFESSIONAL GROUP PLANS | 225 WIRELESS BOULEVARD SUITE 200 HAUPPAUGE, NY 11788 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $6 | $6 | 5.00% |
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 | 437 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 5 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 22 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 464 | 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 | 101 | $2.4M |
| Dental | AETNA LIFE INSURANCE CO. | 332 | $148K |
| Vision | AETNA LIFE INSURANCE CO. | 332 | $148K |
| Life insurance(4 contracts) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 436 | $61K |
| Long-term disability(2 contracts) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 433 | $34K |
| Prescription drug | ENVISION INSURANCE COMPANY | 50 | $134K |
| Other(6 contracts) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 436 | $36K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 436 | — |
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.