| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION, A MARSH AND MCLENNAN | AGENCY, LLC COMPANY 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $1.3M | $21K | $1.3M | 23.55% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION, A MARSH AND MCLENNAN | AGENCY, LLC COMPANY 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | SELECTHEALTH | $35K | — | $35K | 2.43% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION, A MARSH AND MCLENNAN | AGENCY, LLC COMPANY 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | BLUE CROSS BLUE SHIELD OF RHODE ISLAND | $2K | $15K | $18K | 1.65% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP, A MARSH & MCLENNAN | AGENCY, LLC COMPANY 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | BLUE CROSS BLUE SHIELD OF FLORIDA | $51K | — | $51K | 6.00% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP, A MARSH & MCLENNAN | AGENCY, LLC COMPANY 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | BLUE CARE NETWORK OF MICHIGAN | $34K | — | $34K | 5.43% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION, A MARSH AND MCLENNAN | AGENCY, LLC COMPANY 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $62K | $12K | $74K | 17.50% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION, A MARSH AND MCLENNAN | AGENCY, LLC COMPANY 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $10K | $12K | $22K | 5.37% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION, A MARSH AND MCLENNAN | AGENCY, LLC COMPANY 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $46K | $11K | $56K | 14.74% |
| MARSH & MCLENNAN AGENCY LLC Filed as: TRION GROUP, A MARSH & MCLENNAN | AGENCY, LLC COMPANY 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | KAISER FOUNDATION HEALTH PLAN INC | $13K | — | $13K | 5.01% |
| AON CONSULTING INC3 Filed as: AON RISK SOLUTION | PO BOX 191229 SAN JUAN, PR 00919 | HUMANA INSURANCE OF PUERTO RICO, INC. | $9K | — | $9K | 4.79% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP, A MARSH & MCLENNAN | AGENCY, LLC COMPANY 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | METROPOLITAN LIFE INSURANCE COMPANY | $7K | $1K | $8K | 12.72% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION, A MARSH AND MCLENNAN | AGENCY, LLC COMPANY 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | HORIZON HEALTHCARE OF NEW JERSEY, INC. | $3K | — | $3K | 5.00% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION, A MARSH AND MCLENNAN | AGENCY, LLC COMPANY 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $5K | $2K | $7K | 12.15% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP, A MARSH & MCLENNAN | AGENCY, LLC COMPANY 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | BLUE CROSS BLUE SHIELD OF FLORIDA | — | $2K | $2K | 6.00% |
| SEE ATTACHED3 | — | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $298 | $2K | 16.21% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP, A MARSH & MCLENNAN | AGENCY, LLC COMPANY 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | SIMNSA | $796 | — | $796 | 7.00% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP, A MARSH & MCLENNAN | AGENCY, LLC COMPANY 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | SAFEGUARD HEALTH PLANS INC A FLORIDA CORPORATION | $1K | $187 | $2K | 16.78% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION, A MARSH AND MCLENNAN | AGENCY, LLC COMPANY 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | VISION SERVICE PLAN | $726 | — | $726 | 7.63% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP, A MARSH & MCLENNAN | AGENCY, LLC COMPANY 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | HUMANA INSURANCE COMPANY | $758 | — | $758 | 10.28% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP, A MARSH & MCLENNAN | AGENCY, LLC COMPANY 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | SAFEGUARD HEALTH PLANS INC | — | — | $0 | — |
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 | 3,910 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 24 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 3,934 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(11 contracts, 10 carriers) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 5,462 | $10.8M |
| Dental(5 contracts, 5 carriers) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 5,462 | $6.8M |
| Vision(4 contracts, 4 carriers) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 5,462 | $6.3M |
| Life insurance(3 contracts, 2 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 3,910 | $870K |
| Long-term disability(2 contracts, 2 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 2,321 | $479K |
| Prescription drug(11 contracts, 10 carriers) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 5,462 | $10.8M |
| Other(5 contracts, 4 carriers) | BLUE CROSS BLUE SHIELD OF ALABAMA | 2,473 | $1.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 5,462 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.