| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 40 MARCUS DRIVE 3RD FLOOR MELVILLE, NY 11747 | HARTFORD LIFE AND ACCIDENT | $4K | — | $4K | 4.66% |
| THE SEGAL COMPANY3 Filed as: THE SEGAL COMPANY EASTERN STATES | 1800 M STREET NW STE 900 S WASHINGTON, DC 20036 | HARTFORD LIFE AND ACCIDENT | -$5 | $1 | -$4 | -0.01% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 40 MARCUS DRIVE 3RD FLOOR MELVILLE, NY 11747 | LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK | $4K | — | $4K | 10.38% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 461 PANTIAGO RD E HAMPTON, NY 11937 | THE PAUL REVERE LIFE INSURANCE COMPANY | $2K | — | $2K | 5.39% |
| MCO PARTNERS LLC3 | 315 WEST 39TH ST STE 303 NEW YORK, NY 10018 | THE PAUL REVERE LIFE INSURANCE COMPANY | $1K | $263 | $1K | 3.84% |
| AIKEN ENTERPRISES LLC3 | 341 GILLIGAN RD HUDSON, NY 12534 | THE PAUL REVERE LIFE INSURANCE COMPANY | $814 | $16 | $830 | 2.45% |
| DANIELLE ROCHE3 | 62 SHAGBARK LANE PENNELLVILLE, NY 13132 | THE PAUL REVERE LIFE INSURANCE COMPANY | $37 | $433 | $470 | 1.39% |
| VENESSA N DEAN3 | 1052 ASHFORD AVE APT 802 SAN JUAN, PR 00907 | THE PAUL REVERE LIFE INSURANCE COMPANY | $275 | — | $275 | 0.81% |
| KEVIN EDWARDS3 | 8332 MOYER CARRIAGE CICERO, NY 10701 | THE PAUL REVERE LIFE INSURANCE COMPANY | $37 | $111 | $148 | 0.44% |
| C & L REED ASSOCIATES LLC3 | 2911 GLENARDEN DR CHARLESTON, SC 29414 | THE PAUL REVERE LIFE INSURANCE COMPANY | $144 | — | $144 | 0.42% |
| DRUSILLA ROBERTSON3 | 678 WARBURTON AVE YONKER, NY 10701 | THE PAUL REVERE LIFE INSURANCE COMPANY | $78 | $22 | $100 | 0.29% |
| SOTERIA PARTNERS LLC3 | 1050 WALL STREET WEST LYNDHURST, NJ 07071 | THE PAUL REVERE LIFE INSURANCE COMPANY | $80 | — | $80 | 0.24% |
| PENELOPE ELLEN DEAN3 | 1052 ASHFORD AVE APT 802 SAN JUAN, PR 00907 | THE PAUL REVERE LIFE INSURANCE COMPANY | $76 | — | $76 | 0.22% |
| FLEURY ENTERPRISES INC3 | 162 INDIAN POINT RD TIVERTON, RI 02878 | THE PAUL REVERE LIFE INSURANCE COMPANY | $76 | — | $76 | 0.22% |
| ROSEANN REYNOLDS3 | 163 CEDAR ST BRANFORD, CT 06405 | THE PAUL REVERE LIFE INSURANCE COMPANY | $47 | — | $47 | 0.14% |
| JENNIFER E LUBELSKY3 | 80 JOHN ST NEW YORK, NY 10038 | THE PAUL REVERE LIFE INSURANCE COMPANY | $42 | — | $42 | 0.12% |
| MICHELE CONSTANTINO3 | 901 STUYVESANT AVE UNION, NJ 07083 | THE PAUL REVERE LIFE INSURANCE COMPANY | $39 | — | $39 | 0.12% |
| EILEEN SANCHEZ MEDINA3 Filed as: EILEEN E BERG | 319 THOMAS RD WATERTOWN, CT 06795 | THE PAUL REVERE LIFE INSURANCE COMPANY | $24 | — | $24 | 0.07% |
| YOLANDA TRISTANCHO-HELWIG3 | 449 CENTRAL AVE SAINT PETERSBURG, FL 33701 | THE PAUL REVERE LIFE INSURANCE COMPANY | $22 | — | $22 | 0.06% |
| EDUARDO TUCTO3 | 1574 56TH ST BROOKLYN, NY 11219 | THE PAUL REVERE LIFE INSURANCE COMPANY | $20 | — | $20 | 0.06% |
| PAMELA SUSAN LEVY3 | 1-50 50TH AVE LONG ISLAND CITY, NY 11101 | THE PAUL REVERE LIFE INSURANCE COMPANY | $7 | $1 | $8 | 0.02% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: COOK MARAN & ASSOCIATES | 461 PANTIGO ROAD EAST HAMPTON, NY 11937 | EYEMED VISION CARE | $774 | — | $774 | 5.97% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 40 MARCUS DR 3RD FLOOR MELVILLE, NY 11747 | EYEMED VISION CARE | $639 | — | $639 | 4.93% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 461 PANTIAGO RD E HAMPTON, NY 11937 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $38 | — | $38 | 4.03% |
| VANESSA N DEAN3 | 1052 ASHFORD AVE APT 802 SAN JUAN, PR 00907 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $25 | — | $25 | 2.65% |
| PENELOPE ELLEN DEAN3 | 1052 ASHFORD AVE APT 802 SAN JUAN, PR 00907 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | — | $11 | 1.17% |
| EILEEN SANCHEZ MEDINA3 Filed as: EILEEN E BERG | 319 THOMASTON RD WATERTOWN, CT 06795 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.53% |
| FLEURY ENTERPRISES INC3 | 162 INDIAN POINT RD TIVERTON, RI 02878 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.53% |
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 | 184 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 184 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | EYEMED VISION CARE | 217 | $13K |
| Life insurance(2 contracts, 2 carriers) | HARTFORD LIFE AND ACCIDENT | 184 | $78K |
| Short-term disability | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 2 | $942 |
| Long-term disability | LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK | 115 | $37K |
| Stop-loss / reinsurancereinsurance | TOKIO MARINE | 104 | $289K |
| Other(3 contracts, 3 carriers) | HARTFORD LIFE AND ACCIDENT | 184 | $112K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 217 | — |
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.