| 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. | $8K | — | $8K | 1.29% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES NATIONAL INC | 213 SOUTH JEFFERSON STREET SOUTHWE ROANOKE, VA 24011 | ANTHEM HEALTH PLANS OF VIRGINIA, INC. | $5K | — | $5K | 0.75% |
| THE SEGAL COMPANY3 Filed as: SEGAL COMPANY EASTERN STATES INC | 333 WEST 34TH STREET NEW YORK, NY 100012402 | HARTFORD LIFE AND ACCIDENT | $4K | — | $4K | 3.61% |
| 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 | 9.63% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: COOK MARAN & ASSOCIATES INC | 461 PANTIAGO ROAD EAST HAMPTON, NY 11937 | THE PAUL REVERE LIFE INSURANCE COMPANY | $732 | — | $732 | 2.71% |
| THE WORKSIGHT GROUP LLC3 | 449 CENTRAL AVENUE SAINT PETERSBURG, FL 33701 | THE PAUL REVERE LIFE INSURANCE COMPANY | $362 | — | $362 | 1.34% |
| VENESSA N DEAN3 | 3555 SOUTH OCEAN BLVD SOUTH PALM BEACH, FL 33480 | THE PAUL REVERE LIFE INSURANCE COMPANY | $344 | — | $344 | 1.27% |
| AIKEN ENTERPRISES LLC3 | 341 GILLIGAN RD HUDSON, NY 12534 | THE PAUL REVERE LIFE INSURANCE COMPANY | $327 | — | $327 | 1.21% |
| C & L REED ASSOCIATES LLC3 Filed as: C&L REED ASSOCIATES LLC | 2911 GLENARDEN DRIVE CHARLESTON, SC 29414 | THE PAUL REVERE LIFE INSURANCE COMPANY | $137 | — | $137 | 0.51% |
| BRAD BIEL3 | 1050 WALL STREET WEST LYNDHURST, NJ 07071 | THE PAUL REVERE LIFE INSURANCE COMPANY | $80 | — | $80 | 0.30% |
| PENELOPE ELLEN DEAN3 | 3555 S OCEAN BLVD APT 215 S PALM BEACH, FL 33480 | THE PAUL REVERE LIFE INSURANCE COMPANY | $76 | — | $76 | 0.28% |
| DAVID L FLEURY3 | 162 INDIAN POINT RD TIVERTON, RI 02878 | THE PAUL REVERE LIFE INSURANCE COMPANY | $74 | — | $74 | 0.27% |
| ROSEANN REYNOLDS3 | 163 CEDAR STREET BRANFORD, CT 06405 | THE PAUL REVERE LIFE INSURANCE COMPANY | $45 | — | $45 | 0.17% |
| EILEEN SANCHEZ MEDINA3 Filed as: EILEEN E BERG | 319 THOMASTON RD WATERTOWN, CT 06795 | THE PAUL REVERE LIFE INSURANCE COMPANY | $25 | — | $25 | 0.09% |
| 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 | $14 | — | $14 | 0.05% |
| THE SEGAL COMPANY3 | 333 WEST 34TH STREET NEW YORK, NY 10001 | DELTA DENTAL OF VIRGINIA | $1K | — | $1K | 5.19% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES NATIONAL,INC | 9020 STONY POINT PARKWAY-SUITE 100 RICHMOND, VA 23235 | DELTA DENTAL OF VIRGINIA | $494 | — | $494 | 2.00% |
| 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 | 10.27% |
| THE SEGAL COMPANY3 | 333 WEST 34TH STREET NEW YORK, NY 10001 | DELTA DENTAL OF VIRGINIA | $451 | — | $451 | 6.36% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: COOK MARAN & ASSOCIATES, INC. | 461 PANTIGO ROAD EAST HAMPTON, NY 11937 | DELTA DENTAL OF VIRGINIA | $38 | — | $38 | 0.54% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: COOK MARAN & ASSOCIATES INC | 461 PANTIAGO ROAD EAST HAMPTON, NY 11937 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $144 | — | $144 | 3.70% |
| VENESSA N DEAN3 | 3555 SOUTH OCEAN BLVD SOUTH PALM BEACH, FL 33480 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $82 | — | $82 | 2.11% |
| PENELOPE ELLEN DEAN3 | 3555 S OCEAN BLVD APT 215 S PALM BEACH, FL 33480 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $40 | — | $40 | 1.03% |
| DAVID L FLEURY3 Filed as: DAVID L. FLEURY | 162 INDIAN POINT RD TIVERTON, RI 02878 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $18 | — | $18 | 0.46% |
| EILEEN SANCHEZ MEDINA3 Filed as: EILEEN E BERG | 319 THOMASTON RD WATERTOWN, CT 06795 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | — | $8 | 0.21% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: COOK MARAN & ASSOCIATES INC | 461 PANTIAGO ROAD EAST HAMPTON, NY 11937 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $68 | — | $68 | 3.60% |
| VENESSA N DEAN3 Filed as: VENESSA N. DEAN | 3555 SOUTH OCEAN BLVD SOUTH PALM BEACH, FL 33480 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $45 | — | $45 | 2.38% |
| PENELOPE ELLEN DEAN3 | 3555 S OCEAN BLVD APT 215 S PALM BEACH, FL 33480 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $19 | — | $19 | 1.01% |
| EILEEN SANCHEZ MEDINA3 Filed as: EILEEN E BERG | 319 THOMASTON RD WATERTOWN, CT 06795 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | — | $9 | 0.48% |
| DAVID L FLEURY3 | 162 INDIAN POINT RD TIVERTON, RI 02878 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | — | $8 | 0.42% |
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 | 165 | 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) | 165 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | ANTHEM HEALTH PLANS OF VIRGINIA, INC. | 105 | $639K |
| Dental(2 contracts) | DELTA DENTAL OF VIRGINIA | 56 | $32K |
| Vision | EYE MED VISION CARE | 310 | $19K |
| Life insurance | HARTFORD LIFE AND ACCIDENT | 224 | $103K |
| Long-term disability | LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK | 163 | $44K |
| Other(4 contracts, 3 carriers) | HARTFORD LIFE AND ACCIDENT | 224 | $136K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 310 | — |
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.