| 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 | $2K | $5K | 4.47% |
| THE SEGAL COMPANY3 Filed as: THE SEGAL COMPANY EASTERN STATES | 1800 M STREET NW STE 900 S WASHINGTON, DC 20036 | HARTFORD LIFE AND ACCIDENT | — | -$11 | -$11 | -0.01% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 461 PANTIAGO RD E HAMPTON, NY 11937 | THE PAUL REVERE LIFE INSURANCE COMPANY | $3K | — | $3K | 6.80% |
| MCO PARTNERS LLC3 | 315 WEST 39TH ST STE 303 NEW YORK, NY 10018 | THE PAUL REVERE LIFE INSURANCE COMPANY | $1K | $178 | $2K | 4.01% |
| AIKEN ENTERPRISES LLC3 | 341 GILLIGAN RD HUDSON, NY 12534 | THE PAUL REVERE LIFE INSURANCE COMPANY | $1K | $43 | $1K | 2.91% |
| VENESSA N DEAN3 | 1052 AVE ASHFORD APT 802 SAN JUAN, PR 00907 | THE PAUL REVERE LIFE INSURANCE COMPANY | $273 | — | $273 | 0.68% |
| KEVIN EDWARDS3 | 8332 MOYER CARRIAGE CICERO, NY 13039 | THE PAUL REVERE LIFE INSURANCE COMPANY | $59 | $207 | $266 | 0.66% |
| DRUSILLA ROBERTSON3 | 678 WARBURTON AVE APT 7 C YONKERS, NY 10701 | THE PAUL REVERE LIFE INSURANCE COMPANY | $139 | $3 | $142 | 0.35% |
| C & L REED ASSOCIATES LLC3 | 2911 GLENARDEN DR CHARLESTON, SC 29414 | THE PAUL REVERE LIFE INSURANCE COMPANY | $137 | — | $137 | 0.34% |
| DANIELLE ROCHE3 | 62 SHAGBARK LANE PENNELLVILLE, NY 13132 | THE PAUL REVERE LIFE INSURANCE COMPANY | $59 | $40 | $99 | 0.24% |
| SOTERIA PARTNERS LLC3 | 77 HAGGERTY DR WEST ORANGE, NJ 07052 | THE PAUL REVERE LIFE INSURANCE COMPANY | $77 | — | $77 | 0.19% |
| FLEURY ENTERPRISES INC3 | 162 INDIAN POINT RD TIVERTON, RI 02878 | THE PAUL REVERE LIFE INSURANCE COMPANY | $74 | — | $74 | 0.18% |
| ROSEANN REYNOLDS3 Filed as: ROSEANN RENOLDS | 163 CEDAR ST UNIT 2 B BRANFORD, CT 06405 | THE PAUL REVERE LIFE INSURANCE COMPANY | $46 | — | $46 | 0.11% |
| JENNIFER E LUBELSKY3 | 80 JOHN ST APT 11C NEW YORK, NY 10038 | THE PAUL REVERE LIFE INSURANCE COMPANY | $43 | — | $43 | 0.11% |
| MICHELE CONSTANTINO3 | 901 STUYVESANT AVE APT 107 UNION, NJ 07083 | THE PAUL REVERE LIFE INSURANCE COMPANY | $40 | — | $40 | 0.10% |
| EILEEN BERG3 Filed as: EILEEN B BERG | 319 THOMASTON RD UNIT 12 WATERTOWN, CT 06795 | THE PAUL REVERE LIFE INSURANCE COMPANY | $24 | — | $24 | 0.06% |
| YOLANDA TRISTANCHO-HELWIG3 | 315 W 39TH ST RM 303 NEW YORK, NY 10018 | THE PAUL REVERE LIFE INSURANCE COMPANY | $22 | — | $22 | 0.05% |
| EDUARDO TUCTO3 | 16 OCEAN PKWY BROOKLYN, NY 11218 | THE PAUL REVERE LIFE INSURANCE COMPANY | $20 | — | $20 | 0.05% |
| PAMELA SUSAN LEVY3 | 150 50TH AVE APT 3109 LONG ISLAND CITY, NY 11101 | THE PAUL REVERE LIFE INSURANCE COMPANY | $12 | $2 | $14 | 0.03% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1140 AVENUE OF THE AMERICAS 8TH FLOOR NEW YORK, NY 10036 | EYEMED VISION CARE | $2K | — | $2K | 16.41% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 461 PANTIAGO RD E HAMPTON, NY 11937 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $38 | — | $38 | 4.03% |
| VENESSA N DEAN3 | 1052 AVE ASHFORD APT 802 SAN JUAN, PR 00907 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $25 | — | $25 | 2.65% |
| EILEEN SANCHEZ MEDINA3 Filed as: EILEEN E BERG | 319 THOMASTON RD UNIT 12 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 | 186 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 186 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | EYEMED VISION CARE | 209 | $12K |
| Life insurance(2 contracts, 2 carriers) | HARTFORD LIFE AND ACCIDENT | 223 | $119K |
| Short-term disability | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 2 | $942 |
| Long-term disability | HARTFORD LIFE AND ACCIDENT | 223 | $118K |
| Stop-loss / reinsurancereinsurance | TOKIO MARINE | 108 | $324K |
| Other(3 contracts, 3 carriers) | HARTFORD LIFE AND ACCIDENT | 223 | $159K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 223 | — |
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.