| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HP PLANNING LLC3 | 535 CONNECTICUT AVE STE 502 NORWALK, CT 06854 | HARVARD PILGRIM HEALTH CARE | $8K | — | $8K | 0.36% |
| HP PLANNING LLC3 Filed as: HP PLANNING LLC DBA | AISLING PARTNERS LLC 25 HARVARD STREET WORCESTER, MA 01609 | METROPOLITAN LIFE INSURANCE COMPANY | $5K | — | $5K | 2.72% |
| HP PLANNING LLC3 | 535 CONNECTICUT AVE STE 502 NORWALK, CT 06854 | METROPOLITAN LIFE INSURANCE COMPANY | — | $566 | $566 | 0.33% |
| HP PLANNING LLC3 Filed as: HP PLANNING LLC DBA AISLING PARTNER | 535 CONNECTICUT AVE STE 502 NORWALK, CT 06854 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $5K | $2K | $7K | 9.09% |
| BENEFIT ADVISORS NETWORK LLC3 | 6830 COCHRAN ROAD SOLON, OH 44139 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $2K | $2K | 2.38% |
| HP PLANNING LLC3 Filed as: HP PLANNING LLC DBA AISLING PARTNER | 535 CONNECTICUT AVE STE 502 NORWALK, CT 06854 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $4K | $2K | $6K | 8.47% |
| BENEFIT ADVISORS NETWORK LLC3 | 6830 COCHRAN ROAD SOLON, OH 44139 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $2K | $2K | 2.37% |
| HP PLANNING LLC3 Filed as: HP PLANNING LLC DBA AISLING PARTNER | 535 CONNECTICUT AVE STE 502 NORWALK, CT 06854 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $3K | $2K | $5K | 7.72% |
| BENEFIT ADVISORS NETWORK LLC3 | 6830 COCHRAN ROAD SOLON, OH 44139 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $2K | $2K | 2.36% |
| HP PLANNING LLC3 | 535 CONNECTICUT AVE STE 502 NORWALK, CT 06854 | HARVARD PILGRIM HEALTH CARE | $138 | — | $138 | 0.36% |
| HP PLANNING LLC3 Filed as: HP PLANNING LLC DBA AISLING PARTNER | 535 CONNECTICUT AVE STE 502 NORWALK, CT 06854 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $3K | $809 | $4K | 12.73% |
| BENEFIT ADVISORS NETWORK LLC3 | 6830 COCHRAN ROAD SOLON, OH 44139 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $674 | $674 | 2.27% |
| HP PLANNING LLC3 | 535 CONNECTICUT AVE STE 502 NORWALK, CT 06854 | VISION SERVICE PLAN | $1K | — | $1K | 7.88% |
| HP PLANNING LLC3 Filed as: HP PLANNING LLC DBA AISLING PARTNER | 535 CONNECTICUT AVE STE 502 NORWALK, CT 06854 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $629 | $118 | $747 | 17.82% |
| BENEFIT ADVISORS NETWORK LLC3 | 6830 COCHRAN ROAD SOLON, OH 44139 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $98 | $98 | 2.34% |
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 | 160 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 160 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | HARVARD PILGRIM HEALTH CARE | 319 | $2.3M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 614 | $172K |
| Vision | VISION SERVICE PLAN | 83 | $15K |
| Life insurance(2 contracts) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 159 | $97K |
| Short-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 160 | $71K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 162 | $79K |
| Other(2 contracts) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 159 | $72K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 614 | — |
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.