| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| PROFESSIONAL GROUP PLANS INC3 Filed as: PROFESSIONAL GROUP PLANS, INC | 225 WIRELESS BOULEVARD SUITE 200 HAUPPAUGE, NY 11788 | UNITEDHEALTHCARE INSURANCE COMPANY | $5K | $4K | $9K | 9.16% |
| RONALD L ROSENBERG3 | 1001 READS LANE FAR ROCKAWAY, NY 11691 | UNITEDHEALTHCARE INSURANCE COMPANY | $4K | — | $4K | 4.60% |
| BARUCH KLAHR3 | 100 DUTCH HILL ROAD ORANGEBURG, NY 10962 | THE PAUL REVERE LIFE INSURANCE COMPANY | $10K | $3 | $10K | 28.39% |
| CORPORATE HEALTH MANAGEMENT LLC3 | 8 SPRUCE STREET APARTMENT 75 T NEW YORK, NY 10038 | THE PAUL REVERE LIFE INSURANCE COMPANY | $2K | $3K | $4K | 12.49% |
| HOWARD DILEMA3 | 8 SPRUCE STREET NEW YORK, NY 10038 | THE PAUL REVERE LIFE INSURANCE COMPANY | $1K | $3K | $4K | 12.42% |
| RONALD L ROSENBERG3 | 1001 READS LANE FAR ROCKAWAY, NY 11691 | THE PAUL REVERE LIFE INSURANCE COMPANY | $2K | — | $2K | 5.66% |
| GAIL D RICHARDSON3 | 140 SOUTH LONG BEACH AVENUE FREEPORT, NY 11520 | THE PAUL REVERE LIFE INSURANCE COMPANY | $1K | — | $1K | 3.63% |
| NORMA STEELE3 | 1468 HANCOCK STREET ELMONT, NY 11003 | THE PAUL REVERE LIFE INSURANCE COMPANY | $946 | — | $946 | 2.74% |
| RICHARD CRESCENZO3 | 66 UNIVERSITY HEIGHTS DRIVE STONY BROOK, NY 11790 | THE PAUL REVERE LIFE INSURANCE COMPANY | $561 | — | $561 | 1.63% |
| HERVE TIMOTHE3 | 261 EAST 32ND STREET BROOKLYN, NY 11226 | THE PAUL REVERE LIFE INSURANCE COMPANY | $474 | — | $474 | 1.37% |
| WALTER THOMAS BONILLA3 | 9 LONGLEAF LANE MEDFORD, NY 11763 | THE PAUL REVERE LIFE INSURANCE COMPANY | $119 | $347 | $466 | 1.35% |
| JASON LOUIS KOSCO3 | 31 JESSE COURT MONTVILLE, NJ 07045 | THE PAUL REVERE LIFE INSURANCE COMPANY | $313 | $41 | $354 | 1.03% |
| PATRICK MICHAEL KIERNAN3 | 52A MAPLE AVENUE BAY SHORE, NY 11706 | THE PAUL REVERE LIFE INSURANCE COMPANY | $119 | $198 | $317 | 0.92% |
| PAULETTE VICTORIA WALKER3 | 1425 PARK PLACE BROOKLYN, NY 11213 | THE PAUL REVERE LIFE INSURANCE COMPANY | $300 | — | $300 | 0.87% |
| LAUREN JACOBS3 | 17 ECHO LANE LEVITTOWN, NY 11756 | THE PAUL REVERE LIFE INSURANCE COMPANY | $254 | — | $254 | 0.74% |
| SHARON J DAVIS-EDWARDS3 | 140 SOUTH LONG BEACH AVENUE FREEPORT, NY 11520 | THE PAUL REVERE LIFE INSURANCE COMPANY | $84 | — | $84 | 0.24% |
| JNAZ INC3 | 145 MIDDLEVILLE ROAD NORTHPORT, NY 11768 | THE PAUL REVERE LIFE INSURANCE COMPANY | $84 | — | $84 | 0.24% |
| MCO PARTNERS LLC3 | 315 WEST 39TH STREET SUITE 303 NEW YORK, NY 10018 | THE PAUL REVERE LIFE INSURANCE COMPANY | $52 | $22 | $74 | 0.21% |
| THE WORKSITE GROUP LLC3 | 6 ELM STREET UNIT 5 MADISON, NJ 07940 | THE PAUL REVERE LIFE INSURANCE COMPANY | $37 | $5 | $42 | 0.12% |
| MICHAEL GEOFFREY VASQUEZ3 | 451 EMERSON DRIVE AMHERST, NY 14226 | THE PAUL REVERE LIFE INSURANCE COMPANY | $32 | $7 | $39 | 0.11% |
| COORDEN ADMINISTRATION3 | 27 HUDSON AVENUE MT VERNON, NY 10553 | THE PAUL REVERE LIFE INSURANCE COMPANY | $21 | — | $21 | 0.06% |
| HOWARD DILEMA3 | 8 SPRUCE STREET NEW YORK, NY 10038 | THE PAUL REVERE LIFE INSURANCE COMPANY | $185 | $544 | $729 | — |
| BARUCH KLAHR3 | 100 DUTCH HILL ROAD ORANGEBURG, NY 10962 | THE PAUL REVERE LIFE INSURANCE COMPANY | $662 | — | $662 | — |
| RONALD L ROSENBERG3 | 1001 READS LANE FAR ROCKAWAY, NY 11691 | THE PAUL REVERE LIFE INSURANCE COMPANY | $144 | — | $144 | — |
| GAIL D RICHARDSON3 | 140 SOUTH LONG BEACH AVENUE FREEPORT, NY 11520 | THE PAUL REVERE LIFE INSURANCE COMPANY | $98 | — | $98 | — |
| NORMA STEELE3 | 1468 HANCOCK STREET ELMONT, NY 11003 | THE PAUL REVERE LIFE INSURANCE COMPANY | $84 | — | $84 | — |
| WALTER THOMAS BONILLA3 | 9 LONGLEAF LANE MEDFORD, NY 11763 | THE PAUL REVERE LIFE INSURANCE COMPANY | $10 | $72 | $82 | — |
| LAUREN JACOBS3 | 8 ABERDEEN ROAD WESTBURY, NY 11590 | THE PAUL REVERE LIFE INSURANCE COMPANY | $27 | $47 | $74 | — |
| RICHARD CRESCENZO3 | 5 WESTWOOD AVENUE STONY BROOK, NY 11790 | THE PAUL REVERE LIFE INSURANCE COMPANY | $43 | — | $43 | — |
| PAULETTE VICTORIA WALKER3 | 1425 PARK PLACE BROOKLYN, NY 11213 | THE PAUL REVERE LIFE INSURANCE COMPANY | $36 | — | $36 | — |
| PATRICK MICHAEL KIERNAN3 | 52A MAPLE AVENUE BAY SHORE, NY 11706 | THE PAUL REVERE LIFE INSURANCE COMPANY | $10 | $26 | $36 | — |
| JASON LOUIS KOSCO3 | 31 JESSE COURT MONTVILLE, NJ 07045 | THE PAUL REVERE LIFE INSURANCE COMPANY | $18 | $17 | $35 | — |
| HERVE TIMOTHE3 | 261 EAST 32ND STREET BROOKLYN, NY 11226 | THE PAUL REVERE LIFE INSURANCE COMPANY | $33 | — | $33 | — |
| THE WORKSITE GROUP LLC3 | 6 ELM STREET UNIT 5 MADISON, NJ 07940 | THE PAUL REVERE LIFE INSURANCE COMPANY | $6 | $2 | $8 | — |
| SHARON J DAVIS-EDWARDS3 | 140 SOUTH LONG BEACH AVENUE FREEPORT, NY 11520 | THE PAUL REVERE LIFE INSURANCE COMPANY | $7 | — | $7 | — |
| JNAZ INC3 | 145 MIDDLEVILLE ROAD NORTHPORT, NY 11768 | THE PAUL REVERE LIFE INSURANCE COMPANY | $7 | — | $7 | — |
| MICHAEL GEOFFREY VASQUEZ3 | 451 EMERSON DRIVE AMHERST, NY 14226 | THE PAUL REVERE LIFE INSURANCE COMPANY | $2 | $2 | $4 | — |
| COORDEN ADMINISTRATION3 | 27 HUDSON AVENUE MOUNT VERNON, NY 10553 | THE PAUL REVERE LIFE INSURANCE COMPANY | $2 | — | $2 | — |
| HOWARD DILEMA3 | 8 SPRUCE STREET NEW YORK, NY 10038 | THE PAUL REVERE LIFE INSURANCE COMPANY | $11 | $32 | $43 | — |
| BARUCH KLAHR3 | 100 DUTCH HILL ROAD ORANGEBURG, NY 10962 | THE PAUL REVERE LIFE INSURANCE COMPANY | $40 | — | $40 | — |
| PAULETTE VICTORIA WALKER3 | 1425 PARK PLACE BROOKLYN, NY 11213 | THE PAUL REVERE LIFE INSURANCE COMPANY | $17 | — | $17 | — |
| RONALD L ROSENBERG3 | 1001 READS LANE FAR ROCKAWAY, NY 11691 | THE PAUL REVERE LIFE INSURANCE COMPANY | $9 | — | $9 | — |
| JASON LOUIS KOSCO3 | 31 JESSE COURT MONTVILLE, NJ 07045 | THE PAUL REVERE LIFE INSURANCE COMPANY | $1 | $1 | $2 | — |
| COORDEN ADMINISTRATION3 | 27 HUDSON AVENUE MOUNT VERNON, NY 10553 | THE PAUL REVERE LIFE INSURANCE COMPANY | $1 | — | $1 | — |
| BARUCH KLAHR3 | 100 DUTCH HILL ROAD ORANGEBURG, NY 10962 | THE PAUL REVERE LIFE INSURANCE COMPANY | $6 | — | $6 | — |
| HOWARD DILEMA3 | 8 SPRUCE STREET NEW YORK, NY 10038 | THE PAUL REVERE LIFE INSURANCE COMPANY | $1 | $3 | $4 | — |
| NORMA STEELE3 | 1468 HANCOCK STREET ELMONT, NY 11003 | THE PAUL REVERE LIFE INSURANCE COMPANY | $2 | — | $2 | — |
| WALTER THOMAS BONILLA3 | 9 LONGLEAF LANE MEDFORD, NY 11763 | THE PAUL REVERE LIFE INSURANCE COMPANY | — | $1 | $1 | — |
| RONALD L ROSENBERG3 | 1001 READS LANE FAR ROCKAWAY, NY 11691 | THE PAUL REVERE LIFE INSURANCE COMPANY | $1 | — | $1 | — |
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 | 138 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 1 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 139 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | UNITEDHEALTHCARE INSURANCE COMPANY | 132 | $97K |
| Vision | UNITEDHEALTHCARE INSURANCE COMPANY | 132 | $97K |
| Stop-loss / reinsurancereinsurance | NIAGARA LIFE & HEALTH INSURANCE COMPANY | 160 | $373K |
| Other(4 contracts) | THE PAUL REVERE LIFE INSURANCE COMPANY | 37 | $35K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 160 | — |
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."
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.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.