| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CORPORATE PLANS, LLC3 Filed as: CORPORATE PLANS LLC | 6830 COCHRAN RD SOLON, OH 44139 | MEDICAL MUTUAL | $41K | $15K | $56K | 2.67% |
| AON CONSULTING INC3 Filed as: AON CORPORATION | 29840 NETWORK PLACE CHICAGO, IL 60673 | AETNA HEALTH, INC. | $46K | — | $46K | 2.96% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 29840 NETWORK PLACE CHICAGO, IL 60673 | BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC. | $44K | — | $44K | 3.41% |
| AON CONSULTING INC3 | 29840 NETWORK PLACE CHICAGO, IL 60673 | METROPOLITAN LIFE INSURANCE COMPANY | $20K | $16K | $37K | 2.90% |
| BENEFITSTORE INC3 | 100 BENEFITFOCUS WAY CHARLESTON, SC 29492 | METROPOLITAN LIFE INSURANCE COMPANY | — | $3K | $3K | 0.21% |
| AON CONSULTING INC3 | 29840 NETWORK PLACE CHICAGO, IL 60673 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $8K | — | $8K | 1.92% |
| AON CONSULTING INC3 Filed as: AON HEWITT - RADNOR PA | 29840 NETWORK PLACE CHICAGO, IL 60673 | COMBINED INSURANCE COMPANY OF AMERICA | $14K | — | $14K | 6.19% |
| AON CONSULTING INC3 | 29840 NETWORK PLACE CHICAGO, IL 60673 | CIGNA LIFE INSURANCE CO. OF NEW YORK | — | $9 | $9 | 0.66% |
| AON CONSULTING INC3 | 29840 NETWORK PLACE CHICAGO, IL 60673 | DELTA DENTAL OF PENNSYLVANIA | $22 | — | $22 | 3.29% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| HIGHMARK INC. EIN 23-1294723 SERVICE PROVIDER | Claims processing Service code 12 | — | $795K |
| UNITED CONCORDIA COMPANIES, INC. EIN 25-1687586 SERVICE PROVIDER | Claims processing Service code 12 | — | $68K |
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 | 2,297 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 2,297 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | MEDICAL MUTUAL | 92 | $2.1M |
| Dental(2 contracts, 2 carriers) | MEDICAL MUTUAL | 92 | $2.1M |
| Vision | COMBINED INSURANCE COMPANY OF AMERICA | 3,230 | $227K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 2,051 | $1.3M |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 2,164 | $438K |
| Prescription drug | MEDICAL MUTUAL | 92 | $2.1M |
| Other(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 2,051 | $1.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,230 | — |
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.