| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ACRISURE LLC3 Filed as: MEEKER SHARKEY ASSOCIATES, LLC | 21 COMMERCE DRIVE STE 302 CRANFORD, NJ 07016 | HORIZON HEALTHCARE SERVICES, INC | $74K | $0 | $74K | 2.58% |
| ACRISURE LLC3 Filed as: MEEKER SHARKEY ASSOCIATES, LLC | 21 COMMERCE DRIVE STE 302 CRANFORD, NJ 07016 | HORIZON HEALTHCARE SERVICES, INC | $8K | $0 | $8K | 1.61% |
| ACRISURE LLC3 Filed as: MEEKER SHARKEY ASSOCIATES, LLC | 21 COMMERCE DRIVE STE 302 CRANFORD, NJ 07016 | LIFE INSURANCE COMPANY OF NORTH AMREICA | $7K | $0 | $7K | 7.00% |
| JAMES R NELLIGAN & ASSOCIATES LLC3 Filed as: JAMES R NELLIGAN & ASSOCIATES | 11 MARISSA DRIVE NEW EGYPT, NJ 08533 | LIFE INSURANCE COMPANY OF NORTH AMREICA | $0 | $5K | $5K | 5.00% |
| ACRISURE LLC3 Filed as: MEEKER SHARKEY ASSOCIATES, LLC | 21 COMMERCE DRIVE STE 302 CRANFORD, NJ 07016 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $7K | $0 | $7K | 7.00% |
| JAMES R NELLIGAN & ASSOCIATES LLC3 Filed as: JAMES R NELLIGAN & ASSOCIATES | 11 MARISSA DRIVE NEW EGYPT, NJ 08533 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $0 | $5K | $5K | 5.00% |
| ACRISURE LLC3 Filed as: MEEKER SHARKEY ASSOCIATES, LLC | 21 COMMERCE DRIVE STE 302 CRANFORD, NJ 07016 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $4K | $0 | $4K | 7.00% |
| JAMES R NELLIGAN & ASSOCIATES LLC3 Filed as: JAMES R NELLIGAN & ASSOCIATES | 11 MARISSA DRIVE NEW EGYPT, NJ 08533 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $0 | $3K | $3K | 5.00% |
| ACRISURE LLC3 Filed as: MEEKER SHARKEY ASSOCIATES, LLC | 21 COMMERCE DRIVE STE 302 CRANFORD, NJ 07016 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $677 | $0 | $677 | 7.00% |
| JAMES R NELLIGAN & ASSOCIATES LLC3 Filed as: JAMES R NELLIGAN & ASSOCIATES | 11 MARISSA DRIVE NEW EGYPT, NJ 08533 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $0 | $483 | $483 | 5.00% |
| ACRISURE LLC3 Filed as: MEEKER SHARKEY ASSOCIATES | 21 COMMERCE DRIVE STE 302 CRANFORD, NJ 07016 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $54 | $0 | $54 | 6.98% |
| JAMES R NELLIGAN & ASSOCIATES LLC3 Filed as: JAMES R NELLIGAN & ASSOCIATES | 11 MARISSA DRIVE NEW EGYPT, NJ 08533 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $0 | $39 | $39 | 5.04% |
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 | 266 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 266 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | HORIZON HEALTHCARE SERVICES, INC | 266 | $2.9M |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 508 | $102K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 322 | $59K |
| Prescription drug | HORIZON HEALTHCARE SERVICES, INC | 144 | $476K |
| Other(4 contracts, 2 carriers) | LIFE INSURANCE COMPANY OF NORTH AMREICA | 508 | $215K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 508 | — |
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.