| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HP PLANNING LLC3 | 535 CONNECTICUT AVE STE 502 NORWALK, CT 06854 | HARVARD PILGRIM HEALTH CARE | $52K | — | $52K | 1.55% |
| HP PLANNING LLC3 | 535 CONNECTICUT AVE STE 502 NORWALK, CT 06854 | METROPOLITAN LIFE INSURANCE COMPANY | $5K | $4K | $9K | 4.15% |
| HP PLANNING LLC3 Filed as: HP PLANNING LLC DBA AISLING PARTNER | 535 CONNECTICUT AVE STE 502 NORWALK, CT 06854 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $6K | — | $6K | 4.50% |
| BENEFIT ADVISORS NETWORK LLC3 | 6830 COCHRAN ROAD SOLON, OH 44139 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $1K | $1K | 1.02% |
| COMBINED SERVICES LLC3 Filed as: COMBINED SERVICES LIMITED LIABILITY | 2 DELTA DRIVE STE 301 CONCORD, NH 03301 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $535 | — | $535 | 0.43% |
| 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 | — | $4K | 3.71% |
| BENEFIT ADVISORS NETWORK LLC3 | 6830 COCHRAN ROAD SOLON, OH 44139 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $1K | $1K | 1.05% |
| COMBINED SERVICES LLC3 Filed as: COMBINED SERVICE LIMITED LIABILITY | 2 DELTA DRIVE STE 301 CONCORD, NH 03301 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $441 | — | $441 | 0.43% |
| HP PLANNING LLC3 | 535 CONNECTICUT AVE STE 502 NORWALK, CT 06854 | HARVARD PILGRIM HEALTH CARE | $1K | — | $1K | 1.55% |
| 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 | — | $5K | 10.00% |
| BENEFIT ADVISORS NETWORK LLC3 | 6830 COCHRAN ROAD SOLON, OH 44139 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $565 | $565 | 1.17% |
| COMBINED SERVICES LLC3 Filed as: COMBINED SERVICES LIMITED LIABILITY | 2 DELTA DRIVE STE 301 CONCORD, NH 03301 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $209 | — | $209 | 0.43% |
| 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 | — | $3K | 8.05% |
| BENEFIT ADVISORS NETWORK LLC3 | 6830 COCHRAN ROAD SOLON, OH 44139 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $480 | $480 | 1.12% |
| COMBINED SERVICES LLC3 Filed as: COMBINED SERVICES LIMITED LIABILITY | 2 DELTA DRIVE STE 301 CONCORD, NH 03301 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $185 | — | $185 | 0.43% |
| HP PLANNING LLC3 | 535 CONNECTICUT AVE STE 502 NORWALK, CT 06854 | VISION SERVICE PLAN | $1K | — | $1K | 5.64% |
| HP PLANNING LLC3 Filed as: HP PLANNING LLC DBA AISLING PARTNER | 535 CONNECTICUT AVE STE 502 NORWALK, CT 06854 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $929 | — | $929 | 15.00% |
| COMBINED SERVICES LLC3 Filed as: COMBINED SERVICES LIMITED LIABILITY | 2 DELTA DRIVE STE 301 CONCORD, NH 03301 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $98 | — | $98 | 1.58% |
| BENEFIT ADVISORS NETWORK LLC3 | 6830 COCHRAN ROAD SOLON, OH 44139 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $75 | $75 | 1.21% |
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 | 394 | $3.4M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 806 | $220K |
| Vision | VISION SERVICE PLAN | 112 | $20K |
| Life insurance(2 contracts) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 183 | $151K |
| Short-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 180 | $43K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 182 | $124K |
| Other(2 contracts) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 183 | $109K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 806 | — |
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.