| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP,M&MCLENNAN AGENCY | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE COMPANY | $39K | — | $39K | 4.13% |
| AP BENEFIT ADVISORS, LLC3 Filed as: AP BENEFIT ADVISORS LLC | 21 EAST 5TH AVENUE SUITE 204 CONSHOHOCKEN, PA 19428 | AETNA LIFE INSURANCE COMPANY | $8K | — | $8K | 0.86% |
| EMERSON REID LLC3 | 4651 WEST CHESTER PIKE NEWTOWN SQUARE, PA 19073 | AETNA LIFE INSURANCE COMPANY | — | $351 | $351 | 0.04% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 | PO BOX 9201 AUSTIN, TX 787669201 | METROPOLITAN LIFE INSURANCE COMPANY | $14K | $3K | $17K | 18.20% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP, A MARSH & MCLENNAN | AGENCYF, LLC COMPANY 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 194062772 | METROPOLITAN LIFE INSURANCE COMPANY | — | $2K | $2K | 1.73% |
| GIS BENEFITS INC3 | 422 WAUPONSEE ST MORRIS, IL 604502215 | METROPOLITAN LIFE INSURANCE COMPANY | — | $839 | $839 | 0.92% |
| AP BENEFIT ADVISORS, LLC3 | 200 INTERNATIONAL CIR STE 4500 HUNT VALLEY, PA 210301338 | METROPOLITAN LIFE INSURANCE COMPANY | — | $441 | $441 | 0.48% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP, A MARSH MCLENNAN | AGENCY, LLC COMPANY 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 14906 | RELIANCE STANDARD INSURANCE COMPANY | $6K | $1K | $7K | 16.93% |
| METTILLE, MARK S3 | 422 WAUPONSEE ST MORRIS, IL 60450 | RELIANCE STANDARD 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 INSURANCE COMPANY | — | $2K | $2K | 5.00% |
| AP BENEFIT ADVISORS, LLC3 | 21 EAST 5TH AVENUE SUITE 204 CONSHOHOCKEN, PA 19428 | RELIANCE STANDARD INSURANCE COMPANY | $629 | — | $629 | 1.53% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP, A MARSH & MCLENNAN | AGENCY, LLC COMPANY 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | RELIANCE STANDARD INSURANCE COMPANY | $2K | $409 | $2K | 16.13% |
| METTILLE, MARK S3 | 422 WAUPONSEE ST MORRIS, IL 60450 | RELIANCE STANDARD INSURANCE COMPANY | $751 | — | $751 | 5.00% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 Filed as: BOON-CHAPMAN BENEFIT ADMIN | 9401 AMBERGLEN BLVD BLD 1 SUITE 100 AUSTIN, TX 78729 | RELIANCE STANDARD INSURANCE COMPANY | — | $751 | $751 | 5.00% |
| AP BENEFIT ADVISORS, LLC3 | 21 EAST 5TH AVENUE SUITE 204 CONSHOHOCKEN, PA 19428 | RELIANCE STANDARD INSURANCE COMPANY | $239 | — | $239 | 1.59% |
| 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 | $361 | $2K | 17.90% |
| METTILLE, MARK S3 | 422 WAUPONSEE ST MORRIS, IL 60450 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $623 | — | $623 | 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 | — | $623 | $623 | 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 | $803 | $233 | $1K | 15.84% |
| METTILLE, MARK S3 | 422 WAUPONSEE ST MORRIS, IL 60450 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $327 | — | $327 | 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 | — | $327 | $327 | 5.00% |
| AP BENEFIT ADVISORS, LLC3 | 21 EAST 5TH AVENUE SUITE 204 CONSHOHOCKEN, PA 19428 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $178 | — | $178 | 2.72% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP, A MARSH & MCLENNAN | AGENCY, LLC COMPANY 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | RELIANCE STANDARD INSURANCE COMPANY | $633 | $168 | $801 | 15.49% |
| METTILLE, MARK S3 | 422 WAUPONSEE ST MORRIS, IL 60450 | RELIANCE STANDARD INSURANCE COMPANY | $258 | — | $258 | 4.99% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 Filed as: BOON-CHAPMAN BENEFIT ADMIN | 4901 AMBERGLEN BLVD BLD 1 SUITE 100 AUSTIN, TX 78729 | RELIANCE STANDARD INSURANCE COMPANY | — | $258 | $258 | 4.99% |
| AP BENEFIT ADVVISORS, LLC3 | 21 EAST 5TH AVE SUITE 204 CONSHOHOCKEN, PA 19428 | RELIANCE STANDARD INSURANCE COMPANY | $143 | — | $143 | 2.77% |
| 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 | $537 | $146 | $683 | 15.53% |
| METTILLE, MARK S3 | 422 WAUPONSEE ST MORRIS, IL 60450 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $220 | — | $220 | 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 | — | $220 | $220 | 5.00% |
| AP BENEFIT ADVISORS, LLC3 | 21 EAST 5TH AVENUE SUITE 204 CONSHOHOCKEN, PA 19428 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $123 | — | $123 | 2.80% |
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 | 132 | 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) | 132 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE COMPANY | 121 | $955K |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 163 | $91K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 163 | $91K |
| Life insurance | RELIANCE STANDARD INSURANCE COMPANY | 119 | $41K |
| Short-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 173 | $12K |
| Long-term disability | RELIANCE STANDARD INSURANCE COMPANY | 122 | $15K |
| Other(4 contracts, 2 carriers) | RELIANCE STANDARD INSURANCE COMPANY | 119 | $57K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 173 | — |
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.