| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY, LLC | PO BOX 350 CONSHOHOCKEN, PA 19428 | KEYSTONE HEALTH PLAN EAST | $71K | $4K | $75K | 3.70% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY, LLC | PO BOX 350 CONSHOHOCKEN, PA 19428 | INDEPENDENCE BLUE CROSS | $24K | $2K | $25K | 3.77% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY, LLC | PO BOX 350 CONSHOHOCKEN, PA 19428 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $0 | $5K | $5K | 2.00% |
| PLAN SOURCE BENEFIT ADMINISTRATORS3 | PO BOX 1313 ORLANDO, FL 32802 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $2K | $0 | $2K | 1.00% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY, LLC | PO BOX 350 CONSHOHOCKEN, PA 19428 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $15K | $2K | $17K | 17.00% |
| PLAN SOURCE BENEFIT ADMINISTRATORS3 | PO BOX 1313 ORLANDO, FL 32802 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $1K | $0 | $1K | 1.00% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY, LLC | PO BOX 350 CONSHOHOCKEN, PA 19428 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $9K | $861 | $10K | 23.76% |
| PLAN SOURCE BENEFIT ADMINISTRATORS3 | PO BOX 1313 ORLANDO, FL 32802 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $358 | $0 | $358 | 0.87% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY, LLC | PO BOX 350 CONSHOHOCKEN, PA 19428 | PROVIDENT LIFE & ACCIDENT INSURANCE COMPANY | $1K | $0 | $1K | 5.63% |
| PLAN SOURCE BENEFIT ADMINISTRATORS3 | PO BOX 1313 ORLANDO, FL 32802 | PROVIDENT LIFE & ACCIDENT INSURANCE COMPANY | $180 | $0 | $180 | 1.00% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY, LLC | PO BOX 350 CONSHOHOCKEN, PA 19428 | FIDELITY SECURITY LIFE INSURANCE COMPANY - AVESIS | $651 | $0 | $651 | 10.90% |
| SELECT NETWORKS3 | 317 6TH AVENUE SUITE 1440 DES MOINES, IA 50309 | FIDELITY SECURITY LIFE INSURANCE COMPANY - AVESIS | $253 | $0 | $253 | 4.24% |
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 | 549 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 6 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 555 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KEYSTONE HEALTH PLAN EAST | 163 | $2.7M |
| Vision | FIDELITY SECURITY LIFE INSURANCE COMPANY - AVESIS | 74 | $6K |
| Life insurance | UNUM LIFE INSURANCE COMPANY OF AMERICA | 549 | $234K |
| Short-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 549 | $234K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 142 | $100K |
| Prescription drug(2 contracts, 2 carriers) | KEYSTONE HEALTH PLAN EAST | 163 | $2.7M |
| Other(3 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 549 | $293K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 549 | — |
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.