| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HP PLANNING LLC3 | 535 CONNECTICUT AVE STE 502 NORWALK, CT 06854 | HARVARD PILGRIM HEALTH CARE | $45K | — | $45K | 1.74% |
| HP PLANNING LLC3 | 535 CONNECTICUT AVE STE 502 NORWALK, CT 06854 | METROPOLITAN LIFE INSURANCE COMPANY | $5K | $4K | $9K | 4.42% |
| HP PLANNING LLC3 Filed as: HP PLANNING LLC DBA | AISLING PARTNERS LLC 535 CONNECTICUT AVE STE 502 NORWALK, CT 06854 | METROPOLITAN LIFE INSURANCE COMPANY | — | $13 | $13 | 0.01% |
| 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 | $1K | $6K | 6.97% |
| BENEFIT ADVISORS NETWORK LLC3 | 6830 COCHRAN ROAD SOLON, OH 44139 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $1K | $1K | 1.16% |
| 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 | $1K | $5K | 5.73% |
| BENEFIT ADVISORS NETWORK LLC3 | 6830 COCHRAN ROAD SOLON, OH 44139 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $928 | $928 | 1.16% |
| 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 | $561 | $5K | 11.28% |
| BENEFIT ADVISORS NETWORK LLC3 | 6830 COCHRAN ROAD SOLON, OH 44139 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $468 | $468 | 1.07% |
| 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 | $468 | $4K | 9.62% |
| BENEFIT ADVISORS NETWORK LLC3 | 6830 COCHRAN ROAD SOLON, OH 44139 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $390 | $390 | 1.06% |
| HP PLANNING LLC3 | 535 CONNECTICUT AVE STE 502 NORWALK, CT 06854 | HARVARD PILGRIM HEALTH CARE | $575 | — | $575 | 1.74% |
| HP PLANNING LLC3 | 535 CONNECTICUT AVE STE 502 NORWALK, CT 06854 | VISION SERVICE PLAN | $1K | — | $1K | 5.85% |
| HP PLANNING LLC3 Filed as: HP PLANNING LLC DBA AISLING PARTNER | 535 CONNECTICUT AVE STE 502 NORWALK, CT 06854 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $865 | $78 | $943 | 16.35% |
| BENEFIT ADVISORS NETWORK LLC3 | 6830 COCHRAN ROAD SOLON, OH 44139 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $65 | $65 | 1.13% |
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 | 223 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 223 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | HARVARD PILGRIM HEALTH CARE | 366 | $2.6M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 690 | $196K |
| Vision | VISION SERVICE PLAN | 98 | $18K |
| Life insurance(2 contracts) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 223 | $124K |
| Short-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 226 | $37K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 231 | $93K |
| Other(2 contracts) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 223 | $85K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 690 | — |
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.