| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE SEGAL COMPANY3 Filed as: THE SEGAL CO EASTERN STATES INC | 1920 N STREET NW STE 400 WASHINGTON, DC 20036 | ANTHEM HEALTH PLANS OF VIRGINIA, INC. | $12K | — | $12K | 2.34% |
| THE SEGAL COMPANY3 Filed as: SEGAL COMPANY EASTERN STATES INC | 333 WEST 34TH STREET NEW YORK, NY 100012402 | HARTFORD LIFE AND ACCIDENT | $4K | — | $4K | 3.38% |
| THE SEGAL COMPANY3 Filed as: THE SEGAL CO EASTERN STATES | 333 W 34TH ST NEW YORK, NY 10001 | LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK | $4K | — | $4K | 9.30% |
| AIKEN ENTERPRISES LLC3 | 341 GILLIGAN RD HUDSON, NY 12534 | THE PAUL REVERE LIFE INSURANCE COMPANY | $1K | $41 | $1K | 3.06% |
| THE SEGAL COMPANY3 Filed as: THE SEGAL COMPANY EASTERN STATES IN | 333 WEST 34TH STREET NEW YORK, NY 10001 | THE PAUL REVERE LIFE INSURANCE COMPANY | $1K | — | $1K | 3.06% |
| THE WORKSIGHT GROUP LLC3 | 449 CENTRAL AVE SAINT PETERSBERG, FL 33701 | THE PAUL REVERE LIFE INSURANCE COMPANY | $730 | $272 | $1K | 2.93% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: COOK MARAN & ASSOCIATES INC | 461 PANTIAGO ROAD EAST HAMPTON, NY 11937 | THE PAUL REVERE LIFE INSURANCE COMPANY | $985 | — | $985 | 2.88% |
| VENESSA N DEAN3 Filed as: VENESSA N. DEAN | 92 LIMEWOOD AVE BRANFORD, CT 06405 | THE PAUL REVERE LIFE INSURANCE COMPANY | $456 | — | $456 | 1.33% |
| C & L REED ASSOCIATES LLC3 | 2911 GLENARDEN DRIVE CHARLESTON, SC 29414 | THE PAUL REVERE LIFE INSURANCE COMPANY | $188 | — | $188 | 0.55% |
| BRAD BIEL3 | 1050 WALL STREET WEST LYNDHURST, NJ 07071 | THE PAUL REVERE LIFE INSURANCE COMPANY | $151 | $3 | $154 | 0.45% |
| LORRAINE RHODES3 | 1465 ROUNTE 29 GALWAY, NY 12074 | THE PAUL REVERE LIFE INSURANCE COMPANY | $91 | $11 | $102 | 0.30% |
| DAVID L FLEURY3 Filed as: DAVID L. FLEURY | 56 STRAWBERRY LANE PORTSMOUTH, RI 02871 | THE PAUL REVERE LIFE INSURANCE COMPANY | $97 | — | $97 | 0.28% |
| PENELOPE DEAN KENNY3 | 3555 S OCEAN BLVD APT 215 S PALM BEACH, FL 33480 | THE PAUL REVERE LIFE INSURANCE COMPANY | $96 | — | $96 | 0.28% |
| BRIAN R WADE3 | 925 ORONOKE RD WATERBURY, CT 06708 | THE PAUL REVERE LIFE INSURANCE COMPANY | $64 | — | $64 | 0.19% |
| ROSEANN REYNOLDS3 | 163 CEDAR ST BRANFORD, CT 06405 | THE PAUL REVERE LIFE INSURANCE COMPANY | $63 | — | $63 | 0.18% |
| EILEEN SANCHEZ MEDINA3 Filed as: EILEEN E BERG | 319 THOMASTON RD WATERTOWN, CT 06795 | THE PAUL REVERE LIFE INSURANCE COMPANY | $32 | — | $32 | 0.09% |
| THE SEGAL COMPANY3 | 333 WEST 34TH STREET NEW YORK, NY 10001 | DELTA DENTAL OF VIRGINIA | $2K | — | $2K | 6.94% |
| THE SEGAL COMPANY3 Filed as: SIBSON CONSULTING(DIV OF SEGAL)NY | 333 WEST 34TH STREET NEW YORK, NY 10001 | EYE MED VISION CARE | $2K | — | $2K | 10.06% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: COOK MARAN & ASSOCIATES INC | 461 PANTIAGO ROAD EAST HAMPTON, NY 11937 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $156 | — | $156 | 3.99% |
| VENESSA N DEAN3 | 92 LIMEWOOD AVENUE BRANFORD, CT 06405 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $89 | — | $89 | 2.28% |
| PENELOPE DEAN KENNY3 | 3555 S OCEAN BLVD APT 215 S PALM BEACH, FL 33480 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $44 | — | $44 | 1.13% |
| DAVID L FLEURY3 Filed as: DAVID L. FLEURY | 545 SOUTH WATER ST PROVIDENCE, RI 02903 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $19 | — | $19 | 0.49% |
| EILEEN SANCHEZ MEDINA3 Filed as: EILEEN E BERG | 319 THOMASTON RD WATERTOWN, CT 06795 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | — | $9 | 0.23% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: COOK MARAN & ASSOCIATES INC | 461 PANTIAGO ROAD EAST HAMPTON, NY 11937 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $84 | — | $84 | 4.08% |
| VENESSA N DEAN3 | 92 LIMEWOOD AVE BRANFORD, CT 06405 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $55 | — | $55 | 2.67% |
| PENELOPE DEAN KENNY3 | 3555 S OCEAN BLVD APT 215 S PALM BEACH, FL 33480 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $24 | — | $24 | 1.16% |
| DAVID L FLEURY3 | 56 STRAWBERRY LANE PORTSMOUTH, RI 02871 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | — | $10 | 0.49% |
| EILEEN SANCHEZ MEDINA3 Filed as: EILEEN E BERG | 319 THOMASTON RD WATERTOWN, CT 06795 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | — | $10 | 0.49% |
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 | 172 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 58 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 231 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | ANTHEM HEALTH PLANS OF VIRGINIA, INC. | 105 | $527K |
| Dental | DELTA DENTAL OF VIRGINIA | 77 | $28K |
| Vision | EYE MED VISION CARE | 329 | $18K |
| Life insurance | HARTFORD LIFE AND ACCIDENT | 223 | $112K |
| Long-term disability | LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK | 165 | $48K |
| Other(4 contracts, 3 carriers) | HARTFORD LIFE AND ACCIDENT | 223 | $152K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 329 | — |
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.