| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HP PLANNING LLC3 | 535 CONNECTICUT AVE STE 502 NORWALK, CT 06854 | HARVARD PILGRIM HEALTH CARE | $54K | — | $54K | 2.22% |
| HP PLANNING LLC3 | 535 CONNECTICUT AVE STE 502 NORWALK, CT 06854 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | $346 | $4K | 1.92% |
| HP PLANNING LLC3 Filed as: HP PLANNING LLC DBA | AISLING PARTNERS LLC 535 CONNECTICUT AVE STE 502 NORWALK, CT 06854 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | — | $2K | 0.85% |
| 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 | 7.98% |
| BENEFIT ADVISORS NETWORK LLC3 | 6830 COCHRAN ROAD SOLON, OH 44139 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $1K | $1K | 1.17% |
| 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 | 6.70% |
| BENEFIT ADVISORS NETWORK LLC3 | 6830 COCHRAN ROAD SOLON, OH 44139 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $860 | $860 | 1.18% |
| 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 | $4K | 10.65% |
| BENEFIT ADVISORS NETWORK LLC3 | 6830 COCHRAN ROAD SOLON, OH 44139 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $904 | $904 | 2.19% |
| HP PLANNING LLC3 | 535 CONNECTICUT AVE STE 502 NORWALK, CT 06854 | HARVARD PILGRIM HEALTH CARE | $825 | — | $825 | 2.22% |
| 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 | $721 | $4K | 12.08% |
| BENEFIT ADVISORS NETWORK LLC3 | 6830 COCHRAN ROAD SOLON, OH 44139 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $401 | $401 | 1.15% |
| HP PLANNING LLC3 | 535 CONNECTICUT AVE STE 502 NORWALK, CT 06854 | VISION SERVICE PLAN | $1K | — | $1K | 6.13% |
| HP PLANNING LLC3 Filed as: HP PLANNING LLC DBA AISLING PARTNER | 535 CONNECTICUT AVE STE 502 NORWALK, CT 06854 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $752 | $100 | $852 | 17.01% |
| BENEFIT ADVISORS NETWORK LLC3 | 6830 COCHRAN ROAD SOLON, OH 44139 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $55 | $55 | 1.10% |
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 | 202 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 202 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | HARVARD PILGRIM HEALTH CARE | 335 | $2.5M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 651 | $190K |
| Vision | VISION SERVICE PLAN | 91 | $17K |
| Life insurance(2 contracts) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 204 | $108K |
| Short-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 202 | $41K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 204 | $85K |
| Other(2 contracts) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 204 | $78K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 651 | — |
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.