| 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 | $1.5M | — | $1.5M | 23.24% |
| 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 RHODE ISLAND | $8K | $14K | $22K | 1.79% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION, A MARSH AND MCLENNAN | AGENCY, LLC COMPANY 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | SELECTHEALTH | $27K | — | $27K | 2.30% |
| 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 | $64K | — | $64K | 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 | $31K | $778 | $31K | 4.16% |
| TCG SOLUTIONS3 | 588 3 MILE ROAD NW STE 101 GRAND RAPIDS, MI 49514 | BLUE CARE NETWORK OF MICHIGAN | $6K | — | $6K | 0.82% |
| 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 | $52K | $15K | $67K | 12.95% |
| 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 | $23K | 5.46% |
| 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 | $36K | $11K | $48K | 13.19% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP, A MARSH & MCLENNAN | AGENCY, LLC COMPANY 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | KAISER FOUNDATION HEALTH PLAN INC | $12K | — | $12K | 5.21% |
| 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 | $8K | $1K | $9K | 12.05% |
| 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. | $2K | — | $2K | 2.96% |
| 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 | $4K | — | $4K | 6.00% |
| 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 | $9K | $2K | $11K | 17.89% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP, A MARSH & MCLENNAN | AGENCY, LLC COMPANY 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | TRIPLE-S VIDA, INC. | $8K | — | $8K | 20.00% |
| SEE ATTACHED3 | — | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $1K | $5K | 26.53% |
| 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 | $2K | $150 | $2K | 16.37% |
| 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 | $715 | — | $715 | 7.33% |
| 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 | $943 | $54 | $997 | 10.57% |
| 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 | $192 | — | $192 | 10.91% |
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 | 4,028 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 10 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 4,038 | 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 | 5,534 | $12.4M |
| Dental(7 contracts, 7 carriers) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 5,534 | $9.1M |
| Vision(5 contracts, 5 carriers) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 5,534 | $7.9M |
| Life insurance(3 contracts, 2 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 4,028 | $952K |
| Long-term disability(2 contracts, 2 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 2,058 | $491K |
| Prescription drug(11 contracts, 10 carriers) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 5,534 | $12.4M |
| Other(5 contracts, 4 carriers) | BLUE CROSS BLUE SHIELD OF ALABAMA | 2,549 | $1.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 5,534 | — |
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.