| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HEWITT INSURANCE BROKERAGE LLC3 | 39030 TREASURY CENTER CHICAGO, IL 60694 | INDEPENDENCE BLUE CROSS | $0 | $2.2M | $2.2M | 1.84% |
| HEWITT INSURANCE BROKERAGE LLC3 | 39030 TREASURY CTR CHICAGO, IL 60694 | UNITEDHEALTHCARE INSURANCE COMPANY | $146 | $405K | $405K | 1.53% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY LLC, TRION | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $66K | — | $66K | 0.50% |
| AON CONSULTING INC3 Filed as: HEWITT INSURACE BROKERAGE LLC | 4 OVERLOOK POINT LINCOLNSHIRE, IL 60069 | KAISER FOUNDATION HEALTH PLAN OF GEORGIA | $138K | — | $138K | 1.81% |
| HEWITT INSURANCE BROKERAGE LLC3 | 39030 TREASURY CTR CHICAGO, IL 606949000 | KAISER FOUNDATION HEALTH PLAN, INC. (CALIFORNIA) | $116K | — | $116K | 1.74% |
| MARSH & MCLENNAN AGENCY LLC3 | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $87K | $175K | $262K | 4.53% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP A MARSH & MCLENNAN | AGENCY LLC 2300 RENAISSANCE BLVD KING OF PRUSSSIA, PA 19406 | AETNA LIFE INSURANCE CO. | $66K | $80K | $146K | 3.03% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP A MARSH & MCLENNAN | AGENCY LLC 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | $60K | $65K | $126K | 2.88% |
| BENEMAX, INC.3 | 7 WEST MILL STREET POB 950 MEDFIELD, MA 02052 | INDEPENDENCE BLUE CROSS | — | $100K | $100K | 2.75% |
| HEWITT INSURANCE BROKERAGE LLC3 | 39030 TREASURY CTR CHICAGO, IL 606949000 | KAISER FOUNDATION HEALTH PLAN, INC. (CALIFORNIA) | $63K | — | $63K | 1.95% |
| HEWITT INSURANCE BROKERAGE LLC3 | 39030 TREASURY CENTER CHICAGO, IL 60694 | KAISER FOUNDATION HEALTH PLAN OF COLORADO | $41K | — | $41K | 1.72% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP A MARSH & MCLENNAN | AGENCY LLC 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE CO. | $15K | — | $15K | 0.92% |
| HEWITT INSURANCE BROKERAGE LLC3 Filed as: HEWITT INSURANCE BROKERAGE LLC DBA | HEWITT OF ILLINOIS 39030 TREASURY CTR CHICAGO, IL 606949000 | HEALTH NET | $22K | — | $22K | 1.43% |
| HEWITT INSURANCE BROKERAGE LLC3 Filed as: HEWITT INSURANCE BROKERAGE | 39030 TREASURY CENTER CHICAGO, IL 60694 | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES | $26K | — | $26K | 1.80% |
| HEWITT INSURANCE BROKERAGE LLC3 | 39030 TREASURY CTR CHICAGO, IL 606949000 | VISION SERVICE PLAN | $37K | — | $37K | 5.00% |
| HEWITT INSURANCE BROKERAGE LLC3 | 39030 TREASURY CENTER CHICAGO, IL 60694 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $12K | — | $12K | 1.68% |
| HEWITT INSURANCE BROKERAGE LLC3 | 39030 TREASURY CENTER CHICAGO, IL 606949000 | EYEMED VISION CARE | $25K | — | $25K | 4.20% |
| HEWITT INSURANCE BROKERAGE LLC3 | 39030 TREASURY CENTER CHICAGO, IL 60694 | HEALTH NET | $9K | — | $9K | 1.61% |
| HEWITT INSURANCE BROKERAGE LLC3 | 39030 TREASURY CENTER CHICAGO, IL 606949000 | EYEMED VISION CARE | $17K | — | $17K | 4.17% |
| ROBERT MALLEY3 | HEWITT INSURANCE BROKERAGE, LLC 4 OVERLOOK POINT LINCOLNSHIRE, IL 60069 | DEAN HEALTH PLAN INC. | $3K | — | $3K | 1.78% |
| HEWITT INSURANCE BROKERAGE LLC3 | 39030 TREASURY CTR CHICAGO, IL 606949000 | UNITEDHEALTHCARE INSURANCE COMPANY | $5K | — | $5K | 4.52% |
| AON CONSULTING INC3 Filed as: HEWITT INS BROKERAGE LLC | 39030 TREASURY CTR CHICAGO, IL 606949000 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | $40 | $3K | 4.18% |
| AON CONSULTING INC3 Filed as: AON CONSULTING | PO BOX 905494 CHARLOTTE, NC 282905494 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $181 | $181 | 0.29% |
| HEWITT INSURANCE BROKERAGE LLC3 Filed as: HEWITT INSURANCE BROKERAGE, LLC | 39030 TREASURY CENTER CHICAGO, IL 606949000 | HEALTH NET | $235 | — | $235 | 1.89% |
| HEWITT INSURANCE BROKERAGE LLC3 | 39030 TREASURY CENTER CHICAGO, IL 606949000 | EYEMED VISION CARE | $368 | — | $368 | 4.05% |
| HEWITT INSURANCE BROKERAGE LLC3 Filed as: HEWITT INSURANCE BROKERAGE, LLC | 39030 TREASURY CENTER CHICAGO, IL 606949000 | HEALTH NET | $101 | — | $101 | 1.64% |
| ROBERT MALLEY3 | HEWITT INSURANCE BROKERAGE, LLC 4 OVERLOOK POINT LINCOLNSHIRE, IL 60069 | PREVEA360 HEALTH PLAN | $111 | — | $111 | 1.83% |
| MARSH & MCLENNAN AGENCY LLC3 | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $29 | $45 | $74 | 3.81% |
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 | 24,716 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 245 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 24,961 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(18 contracts, 13 carriers) | INDEPENDENCE BLUE CROSS | 22,222 | $214.9M |
| Dental(4 contracts, 4 carriers) | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | 16,375 | $15.3M |
| Vision(7 contracts, 4 carriers) | VISION SERVICE PLAN | 13,955 | $1.9M |
| Life insurance | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 25,019 | $5.8M |
| Short-term disability | AETNA LIFE INSURANCE CO. | 24,527 | $4.8M |
| Long-term disability | AETNA LIFE INSURANCE COMPANY | 24,556 | $4.4M |
| Other(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 25,019 | $5.8M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 25,019 | — |
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."
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.