| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES (NY) LLC | CHRISTY C PATRIARCA 340 MADISON AVENUE, 21ST FLOOR NEW YORK, NY 10173 | MASS GENERAL BRIGHAM HEALTH PLAN | $39K | — | $39K | 2.38% |
| THE BALDWIN GROUP WEST LLC3 Filed as: THE BALDWIN GROUP SOUTHEAST LLC | DBA ROGERSGRAY SOUTH DENNIS, MA 02660 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7K | $17 | $7K | 6.40% |
| ENROLLMENT SOLUTIONS LTD3 | 65 BURBANK RD SUTTON, MA 01590 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $2K | $5K | 4.96% |
| LORI ANN MARTINEZ3 | 11 MONUMENT DR OXFORD, MA 01540 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $3K | $5K | 4.62% |
| RICHARD WILLIAM HARRINGTON3 | 3 POISSON ST CUMBERLAND, RI 02864 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $752 | $3K | 3.12% |
| THOMAS SCANLON3 | 121 ROLLING MEADOWS DR HOLLISTON, MA 01746 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | — | $1K | 1.04% |
| JEFFREY SPICOLA3 | 65 AVONWOOD RD APT B6 AVON, CT 06001 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $966 | $51 | $1K | 0.97% |
| RYAN PATRICK DEMPSEY3 | 25 MARINA DR HAVERHILL, MA 01830 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $752 | $62 | $814 | 0.77% |
| BLACKSTONE BENEFITS GROUP3 | 11 MONUMENT DR OXFORD, MA 01540 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $638 | — | $638 | 0.61% |
| KARIN ANGELIS3 | 2639 N RIVERSIDE DR APT 1104 POMPANO BEACH, FL 33062 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $324 | $27 | $351 | 0.33% |
| PERRYVILLE MARKETING ASSOCIATES LLC3 | P.O. BOX 171 REHOBETH, MA 02769 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $235 | — | $235 | 0.22% |
| RONALD MARK SCHNEIDER3 | 17 MORGAN DR UNIT 409 NATICK, MA 01760 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $188 | — | $188 | 0.18% |
| MELISSA J LINDSEY3 | 152 HARRIS RD SMITHFIELD, RI 02917 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $187 | — | $187 | 0.18% |
| COLOGATE BENEFITS INC3 | 43 MAGILL DR GRAFTON, MA 01519 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $71 | $32 | $103 | 0.10% |
| MICHAEL S OBERLANDER3 | PO BOX 171 REHOBOTH, MA 02769 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $94 | — | $94 | 0.09% |
| CARLEIGH GORDON3 | 135 SKUNK HILL RD EXETER, RI 02822 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $71 | — | $71 | 0.07% |
| CHRISTINE GORDON3 | 123B WARREN AVE PLYMOUTH, MA 02360 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $69 | — | $69 | 0.07% |
| FLEURY ENTERPRISES INC3 | 162 INDIAN POINT RD TIVERTON, RI 02878 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $55 | — | $55 | 0.05% |
| BRIAN STEBBINS3 | 1707 NORTHAMPTON ST FL 1 HOLYOKE, MA 01040 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $39 | — | $39 | 0.04% |
| BSK BENEFITS PLUS LLC3 | 205 PINCREST DR COVINGTON, LA 70433 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $26 | — | $26 | 0.02% |
| MAIER FREEDMAN3 | 830 N SHERMAN ST APT 206 DENVER, CO 80203 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $17 | — | $17 | 0.02% |
| DAVID A SILVIA3 | PO BOX 706 N DIGHTON, MA 02764 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | — | $10 | 0.01% |
| KEVIN M WHITE3 | 8 BEACON ST STE 24 BOSTON, MA 02108 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | — | $7 | 0.01% |
| AMY F MUCHNICK3 | C/O AMY MUCHNICK SPRINGFIELD, MO 65804 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.01% |
| RICHARD HASKINS3 | PO BOX 362 MILLBURY, MA 01527 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.00% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES NY LLC | 200 PARK AVE 32ND FL NEW YORK, NY 10166 | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | $2K | — | $2K | 2.67% |
| WILLIAM GEORGE3 Filed as: WILLIAM W GEORGE | 1 BLACKWELL LN WORCESTER, MA 016094406 | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | $2K | — | $2K | 1.67% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES LLC | 200 PARK AVE RM 3202 NEW YORK, NY 101663201 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | $59 | $1K | 4.05% |
| WILLIAM GEORGE3 | 1 BLACKWELL LN WORCESTER, MA 016094406 | METROPOLITAN LIFE INSURANCE COMPANY | $595 | — | $595 | 2.20% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES NY LLC | ATTN ACCOUNTING 200 PARK AVE RM 3202 NEW YORK, NY 101663201 | METROPOLITAN LIFE INSURANCE COMPANY | — | $115 | $115 | 0.42% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES LLC | ATTN ACCOUNTING 200 PARK AVE RM 3202 NEW YORK, NY 101663201 | METROPOLITAN LIFE INSURANCE COMPANY | — | $13 | $13 | 0.05% |
| THE BALDWIN GROUP WEST LLC3 Filed as: THE BALDWIN GROUP SOUTHEAST LLC | DBA ROGERSGRAY SOUTH DENNIS, MA 02660 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $8 | $2K | 9.50% |
| LORI ANN MARTINEZ3 | 11 MONUMENT DR OXFORD, MA 01540 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $918 | $1K | $2K | 9.08% |
| ENROLLMENT SOLUTIONS LTD3 | 65 BURBANK RD SUTTON, MA 01590 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $1K | $2K | 8.51% |
| CARLEIGH GORDON3 | 135 SKUNK HILL RD EXETER, RI 02822 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $304 | $2K | 6.23% |
| RICHARD WILLIAM HARRINGTON3 | 3 POISSON ST CUMBERLAND, RI 02864 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $785 | $236 | $1K | 4.01% |
| BLACKSTONE BENEFITS GROUP3 | 11 MONUMENT DR OXFORD, MA 01540 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $319 | — | $319 | 1.25% |
| COAKLEY CONSULTING INC3 | PO BOX 1562 CHARLESTOWN, RI 02813 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $95 | $19 | $114 | 0.45% |
| THOMAS SCANLON3 | 121 ROLLING MEADOW DR HOLLISTON, MA 01746 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $63 | — | $63 | 0.25% |
| MARY-JOYCE LICATA3 | 24 CORIANDER LN NORTH KINGSTOWN, RI 02852 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $33 | — | $33 | 0.13% |
| STERLING AND STERLING, INC.3 Filed as: STERLING BRIDGE INSURANCE AGENCY | PO BOX 15022 WORCESTER, MA 01615 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $20 | — | $20 | 0.08% |
| NEW ENGLAND EMPLOYEE BENEFITS CO3 Filed as: INSURANCE NETWORK OF NEW ENGLAND | PO BOX 178 NEW PORT, RI 02840 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $19 | — | $19 | 0.07% |
| BRIAN S DEMPSEY3 | 60 BAILEY BLVD STE 1 HAVERHILL, MA 01830 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | — | $11 | 0.04% |
| KATHERINE E GREENE3 | 153 WELLINGTON AVE FL 1 CRANSTON, RI 02910 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | — | $11 | 0.04% |
| MELISSA J LINDSEY3 | 152 HARRIS RD SMITHFIELD, RI 02917 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | — | $11 | 0.04% |
| RONALD MARK SCHNEIDER3 | 17 MORGAN DR UNIT 409 NATICK, MA 01760 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | — | $10 | 0.04% |
| KARIN ANGELIS3 | 2639 N RIVERSIDE DR APT 1104 POMPANO BEACH, FL 33062 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | — | $7 | 0.03% |
| FLEURY ENTERPRISES INC3 | 162 INDIAN POINT RD TIVERTON, RI 02878 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.01% |
| LORI ANN MARTINEZ3 | 11 MONUMENT DR OXFORD, MA 01540 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $856 | $1K | $2K | 12.67% |
| ENROLLMENT SOLUTIONS LTD3 | 65 BURBANK RD SUTTON, MA 01590 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $1K | $2K | 12.54% |
| RICHARD WILLIAM HARRINGTON3 | 3 POISSON ST CUMBERLAND, RI 02864 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $490 | $2K | 11.03% |
| THE BALDWIN GROUP WEST LLC3 Filed as: THE BALDWIN GROUP SOUTHEAST LLC | DBA ROGERSGRAY SOUTH DENNIS, MA 02660 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $8 | $2K | 10.64% |
| JEFFREY SPICOLA3 | 65 AVONWOOD RD APT B6 AVON, CT 06001 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $558 | $30 | $588 | 3.27% |
| BLACKSONE BENEFITS GROUP3 | 11 MONUMENT DR OXFORD, MA 01540 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $327 | — | $327 | 1.82% |
| COLGATE BENEFITS INC3 | 43 MAGILL DR GRAFTON, MA 01519 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $41 | $18 | $59 | 0.33% |
| KARIN ANGELIS3 | 2639 N RIVERSIDE DR APT 1104 POMPANO BEACH, FL 33062 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $44 | $4 | $48 | 0.27% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES NY LLC | 200 PARK AVE 32ND FL NEW YORK, NY 10166 | VISION SERVICE PLAN | $753 | — | $753 | 4.91% |
| WILLIAM GEORGE3 Filed as: WILLIAM W GEORGE | 1 BLACKWELL LN WORCESTER, MA 016094406 | VISION SERVICE PLAN | $345 | — | $345 | 2.25% |
| ENROLLMENT SOLUTIONS LTD3 | 65 BURBANK RD SUTTON, MA 01590 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $119 | $91 | $210 | 2.49% |
| THOMAS SCANLON3 | 121 ROLLING MEADOW DR HOLLISTON, MA 01746 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $195 | — | $195 | 2.31% |
| THE BALDWIN GROUP WEST LLC3 Filed as: THE BALDWIN GROUP SOUTHEAST LLC | DBA ROGERSGRAY SOUTH DENNIS, MA 02660 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $184 | $1 | $185 | 2.19% |
| LORI ANN MARTINEZ3 | 11 MONUMENT DR OXFORD, MA 01540 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $55 | $82 | $137 | 1.62% |
| JEFFREY SPICOLA3 | 65 AVONWOOD RD APT B6 AVON, CT 06001 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $91 | $5 | $96 | 1.14% |
| RICHARD WILLIAM HARRINGTON3 | 3 POISSON ST CUMBERLAND, RI 02864 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $53 | $17 | $70 | 0.83% |
| PERRYVILLE MARKETING ASSOCIATES LLC3 | P.O. BOX 171 REHOBETH, MA 02769 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $67 | — | $67 | 0.79% |
| CARLEIGH GORDON3 | 135 SKUNK HILL RD EXETER, RI 02822 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $44 | $10 | $54 | 0.64% |
| MELISSA J LINDSEY3 | 152 HARRIS RD SMITHFIELD, RI 02917 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $33 | — | $33 | 0.39% |
| RONALD MARK SCHNEIDER3 | 17 MORGAN DR UNIT 409 NATICK, MA 01760 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $32 | — | $32 | 0.38% |
| BLACKSTONE BENEFITS GROUP3 | 11 MONUMENT DR OXFORD, MA 01540 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $19 | — | $19 | 0.23% |
| MICHAEL S OBERLANDER3 | PO BOX 171 REHOBOTH, MA 02769 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | — | $14 | 0.17% |
| CHRISTINE GORDON3 | 123B WARREN AVE PLYMOUTH, MA 02360 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | — | $14 | 0.17% |
| COLOGATE BENEFITS INC3 | 43 MAGILL DR GRAFTON, MA 01519 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | $3 | $10 | 0.12% |
| FLEURY ENTERPRISES INC3 | 162 INDIAN POINT RD TIVERTON, RI 02878 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | — | $9 | 0.11% |
| COAKLEY CONSULTING INC3 | PO BOX 1562 CHARLESTOWN, RI 02813 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $1 | $4 | 0.05% |
| DAVID A SILVIA3 | PO BOX 706 N DIGHTON, MA 02764 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.01% |
| THE BALDWIN GROUP WEST LLC3 Filed as: THE BALDWIN GROUP SOUTHEAST LLC | DBA ROGERSGRAY SOUTH DENNIS, MA 02660 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $744 | $2 | $746 | 9.17% |
| LORI ANN MARTINEZ3 | 11 MONUMENT DR OXFORD, MA 01540 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $212 | $339 | $551 | 6.77% |
| ENROLLMENT SOLUTIONS LTD3 | 65 BURBANK RD SUTTON, MA 01590 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $256 | $195 | $451 | 5.55% |
| JEFFREY SPICOLA3 | 65 AVONWOOD RD APT B6 AVON, CT 06001 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $395 | $21 | $416 | 5.11% |
| BLACKSTONE BENEFITS GROUP3 | 11 MONUMENT DR OXFORD, MA 01540 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $78 | — | $78 | 0.96% |
| COLGATE BENEFITS INC3 | 43 MAGILL DR GRAFTON, MA 01519 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $29 | $13 | $42 | 0.52% |
| THOMAS SCANLON3 | 121 ROLLING MEADOW DR HOLLISTON, MA 01746 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $40 | — | $40 | 0.49% |
| MARY-JOYCE LICATA3 | 24 CORIANDER LN NORTH KINGSTOWN, RI 02852 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $38 | — | $38 | 0.47% |
| KARIN ANGELIS3 | 2639 N RIVERSIDE DR APT 1104 POMPANO BEACH, FL 33062 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | — | $12 | 0.15% |
| RICHARD WILLIAM HARRINGTON3 | 3 POISSON ST CUMBERLAND, RI 02864 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | — | $11 | 0.14% |
| RONALD MARK SCHNEIDER3 | 17 MORGAN DR UNIT 409 NATICK, MA 01760 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | — | $7 | 0.09% |
| MELISSA J LINDSEY3 | 152 HARRIS RD SMITHFIELD, RI 02917 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | — | $7 | 0.09% |
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 | 204 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 204 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | 125 | $91K |
| Vision | VISION SERVICE PLAN | 104 | $15K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 184 | $27K |
| Short-term disability | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 13 | $18K |
| Long-term disability(4 contracts) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 55 | $147K |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 184 | $27K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 184 | — |
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.