| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP A MARSH & MCLENNAN | AGENCY LLC 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | AETNA LIFE INSURANCE CO. | $81K | — | $81K | 0.38% |
| HEWITT INSURANCE BROKERAGE LLC3 | 39030 TREASURY CENTER CHICAGO, IL 60694 | INDEPENDENCE BLUE CROSS | — | $452K | $452K | 2.73% |
| HEWITT INSURANCE BROKERAGE LLC3 | 39030 TREASURY CENTER CHICAGO, IL 60694 | UNITEDHEALTHCARE INSURANCE COMPANY | $7K | $344K | $351K | 2.86% |
| HEWITT INSURANCE BROKERAGE LLC3 | 39030 TREASURY CENTER CHICAGO, IL 606949000 | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | — | $121K | $121K | 3.00% |
| MARSH & MCLENNAN AGENCY LLC3 | TRION GROUP 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 01940 | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | $118K | $33K | $151K | 10.21% |
| HEWITT INSURANCE BROKERAGE LLC3 | 39030 TREASURY CENTER CHICAGO, IL 60694 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $10K | — | $10K | 2.75% |
| HEWITT INSURANCE BROKERAGE LLC3 | 39030 TREASURY CENTER CHICAGO, IL 60694 | HEALTH NET - AZ | $9K | — | $9K | 2.89% |
| HEWITT INSURANCE BROKERAGE LLC3 | 4 OVERLOOK POINT LINCOLNSHIRE, IL 60069 | KAISER FOUNDATION HEALTH PLAN OF GEORGIA | $7K | $3K | $10K | 3.78% |
| HEWITT INSURANCE BROKERAGE LLC3 | 39030 TREASURY CENTER CHICAGO, IL 60694 | KAISER FOUNDATION HEALTH PLAN OF COLORADO | $7K | — | $7K | 2.69% |
| AGENT ROBERT MALLEY3 | HEWITT INSURANCE BROKERAGE, LLC 4 OVERLOOK POINT LINCOLNSHIRE, IL 60069 | DEAN HEALTH PLAN INC. | $5K | — | $5K | 2.70% |
| HEWITT INSURANCE BROKERAGE LLC3 | 39030 TREASURY CTR CHICAGO, IL 606949000 | VISION SEVRVICE PLAN | $14K | — | $14K | 7.50% |
| HEWITT INSURANCE BROKERAGE LLC3 Filed as: HEWITT INSURANCE BROKERAGE | 39030 TREASURY CENTER CHICAGO, IL 60694 | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC | $5K | — | $5K | 2.94% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY C/O | TRION GROUP 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | SUNLIFE ASSURANCE COMPANY OF CANADA | $16K | $27K | $43K | 30.87% |
| HEWITT INSURANCE BROKERAGE LLC3 | 39030 TREASURY CENTER CHICAGO, IL 606949000 | EYEMED VISION CARE | $9K | — | $9K | 6.62% |
| HEWITT INSURANCE BROKERAGE LLC3 Filed as: HEWITT INSURANCE BROKERAGE, LLC | 39030 TREASURY CENTER CHICAGO, IL 606949000 | HEALTH NET - OR | $3K | — | $3K | 3.00% |
| HEWITT INSURANCE BROKERAGE LLC3 | 39030 TREASURY CENTER CHICAGO, IL 606949000 | METROPOLITAN LIFE INSURANCE COMPANY | $6K | $79 | $6K | 6.97% |
| AON CONSULTING INC3 Filed as: HEWITT ASSOCIATES, LLC | HEWITT INSURANCE BROKERAGE 39030 TREASURY CENTER CHICAGO, IL 60694 | HYATT LEGAL PLANS | $7K | — | $7K | 9.93% |
| HEWITT INSURANCE BROKERAGE LLC3 Filed as: HEWITT INSURANCE BROKERAGE, LLC | 39030 TREASURY CENTER CHICAGO, IL 606949000 | HEALTH NET - WA | $2K | — | $2K | 3.00% |
| HEWITT INSURANCE BROKERAGE LLC3 | 39030 TREASURY CENTER CHICAGO, IL 606949000 | EYEMED VISION CARE | $2K | — | $2K | 6.63% |
| HEWITT INSURANCE BROKERAGE LLC3 | 39030 TREASURY CTR CHICGO, IL 60694 | KAISER FOUNDAATION HEALTH PLAN INC | $170 | — | $170 | 2.74% |
| HEWITT INSURANCE BROKERAGE LLC3 | DBA HEWITT OF IL INS AGENCY LLC 39030 TREASURY CENTER CHICAGO, IL 606949000 | HEALTH NET - SPA | $120 | — | $120 | 2.88% |
| HEWITT INSURANCE BROKERAGE LLC3 Filed as: HEWITT INSURANCE BROKERAGE | 39030 TREASURY CENTER CHICAGO, IL 606949000 | UPMC HEALTH OPTIONS | $42 | — | $42 | 1.34% |
| HEWITT INSURANCE BROKERAGE LLC3 | 39030 TREASURY CENTER CHICAGO, IL 606949000 | EYEMED VISION CARE | $134 | — | $134 | 5.77% |
| HEWITT INSURANCE BROKERAGE LLC3 Filed as: HEWITT INSURANCE BROKERAGE | 39030 TREASURY CENTER CHICAGO, IL 606949000 | UPMC HEALTH OPTIONS | $15 | — | $15 | 0.99% |
| HEWITT INSURANCE BROKERAGE LLC3 | 39030 TREASURY CENTER CHICAGO, IL 606949000 | EYEMED VISION CARE | $49 | — | $49 | 5.54% |
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 | 9,420 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 379 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 9,799 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(15 contracts, 14 carriers) | AETNA LIFE INSURANCE CO. | 11,482 | $39.2M |
| Vision(6 contracts, 3 carriers) | VISION SEVRVICE PLAN | 1,582 | $439K |
| Life insurance | AETNA LIFE INSURANCE CO. | 11,482 | $21.1M |
| Long-term disability | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | 8,160 | $1.5M |
| Prescription drug | INDEPENDENCE BLUE CROSS | 3,179 | $16.6M |
| Stop-loss / reinsurancereinsurance | SUNLIFE ASSURANCE COMPANY OF CANADA | 4,072 | $139K |
| Other(2 contracts, 2 carriers) | AETNA LIFE INSURANCE CO. | 11,482 | $21.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 11,482 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.