| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP, A MARSH & MCLENNAN | AGENCY, LLC COMPANY 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE CO | $235 | $32K | $33K | 5.58% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP, A MARSH & MCLENNAN | AGENCY, LLC 2300 RENAISSANCE BLVD KING OF PRUSSI, PA 19406 | AETNA HEALTH, INC | — | $20K | $20K | 6.20% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 | PO BOX 9201 AUSTIN, TX 78766 | METROPOLITAN LIFE INSURANCE COMPANY | $12K | $3K | $15K | 18.81% |
| GIS BENEFITS INC3 | 422 WAUPONSEE ST MORRIS, IL 60450 | METROPOLITAN LIFE INSURANCE COMPANY | — | $3K | $3K | 3.16% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP, A MARSH & MCLENNAN | AGENCYF, LLC COMPANY 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | METROPOLITAN LIFE INSURANCE COMPANY | — | $2K | $2K | 2.80% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP, A MARSH MCLENNAN | AGENCY, LLC COMPANY 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 14906 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $7K | $2K | $9K | 18.48% |
| METTILLE, MARK S3 | 422 WAUPONSEE ST MORRIS, IL 60450 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $2K | — | $2K | 5.00% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 Filed as: BOON-CHAPMAN BENEFIT ADMIN | 9401 AMBERGLEN BLVD BLD 1 SUITE 100 AUSTIN, TX 78729 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $2K | $2K | 5.00% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP, A MARSH & MCLENNAN | AGENCY, LLC COMPANY 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $2K | $472 | $3K | 17.50% |
| METTILLE, MARK S3 | 422 WAUPONSEE ST MORRIS, IL 60450 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $682 | — | $682 | 4.74% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 Filed as: BOON-CHAPMAN BENEFIT ADMIN | 9401 AMBERGLEN BLVD BLD 1 SUITE 100 AUSTIN, TX 78729 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $682 | $682 | 4.74% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP, A MARSH & MCLENNAN | AGENCY, LLC COMPANY 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $2K | $486 | $2K | 18.44% |
| METTILLE, MARK S3 | 422 WAUPONSEE ST MORRIS, IL 60450 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $529 | — | $529 | 4.40% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 Filed as: BOON-CHAPMAN BENEFIT ADMIN | 9401 AMBERGLEN BLVD BLD 1 SUITE 100 AUSTIN, TX 78729 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $529 | $529 | 4.40% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP, A MARSH & MCLENNAN | AGENCY, LLC COMPANY 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $1K | — | $1K | 15.01% |
| METTILLE, MARK S3 | 422 WAUPONSEE ST MORRIS, IL 60450 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $389 | — | $389 | 5.00% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 Filed as: BOON-CHAPMAN BENEFIT ADMIN | 9401 AMBERGLEN BLVD BLD 1 SUITE 100 AUSTIN, TX 78729 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $389 | $389 | 5.00% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP, A MARSH & MCLENNAN | AGENCY, LLC COMPANY 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $838 | $233 | $1K | 19.18% |
| METTILLE, MARK S3 | 422 WAUPONSEE ST MORRIS, IL 60450 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $279 | — | $279 | 5.00% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 Filed as: BOON-CHAPMAN BENEFIT ADMIN | 4901 AMBERGLEN BLVD BLD 1 SUITE 100 AUSTIN, TX 78729 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $279 | $279 | 5.00% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP, A MARSH & MCLENNAN | AGENCY, LLC COMPANY 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $728 | — | $728 | 14.99% |
| METTILLE, MARK S3 | 422 WAUPONSEE ST MORRIS, IL 60450 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $243 | — | $243 | 5.01% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 Filed as: BOON-CHAPMAN BENEFIT ADMIN | 9401 AMBERGLEN BLVD BLD 1 SUITE 100 AUSTIN, TX 78729 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $243 | $243 | 5.01% |
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 | 128 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 129 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | AETNA LIFE INSURANCE CO | 76 | $903K |
| Dental(2 contracts, 2 carriers) | AETNA LIFE INSURANCE CO | 152 | $662K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 152 | $80K |
| Life insurance | RELIANCE STANDARD LIFE INSURANCE COMPANY | 128 | $47K |
| Short-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 187 | $12K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 128 | $14K |
| Prescription drug(2 contracts, 2 carriers) | AETNA LIFE INSURANCE CO | 76 | $903K |
| Other(4 contracts) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 128 | $66K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 187 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.