| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ASSUREDPARTNERS3 Filed as: THE HDH GROUP INC | 210 SIXTH AVENUE, 30TH FLOOR PITTSBURGH, PA 15222 | RELIANCE STANDARD | $5K | $3K | $8K | 13.00% |
| ASSUREDPARTNERS3 Filed as: THE HDH GROUP INC | 210 SIXTH AVENUE, 30TH FLOOR PITTSBURGH, PA 15222 | RELIANCE STANDARD | $2K | $2K | $4K | 13.00% |
| RESCHINI AGENCY INC3 | 922 PHILA ST INDIANA, PA 15701 | HIGHMARK | $908 | — | $908 | 3.02% |
| ASSUREDPARTNERS3 Filed as: THE HDH GROUP INC | 210 SIXTH AVENUE, 30TH FLOOR PITTSBURGH, PA 15222 | RELIANCE STANDARD | $5K | $1K | $7K | 25.00% |
| TIMOTHY J SLATER3 | 466 CARNEGIE DRIVE PITTSBURGH, PA 15243 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $467 | $33 | $500 | 2.94% |
| RESCHINI AGENCY INC3 | PO BOX 449 INDIANA, PA 15701 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $334 | — | $334 | 1.96% |
| ARICK MARTIN3 | 427 S. MEADOWCRAFT AVE PITTSBURGH, PA 15228 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $228 | $14 | $242 | 1.42% |
| DAVID E HAUCK3 | 5125 SHORELINE WAY VERMILLION, OH 44089 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $211 | — | $211 | 1.24% |
| BARBARA BAXTER DEJOHN3 | 1154 TIDEWOOD DRIVE BETHEL PARK, PA 15102 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $96 | $4 | $100 | 0.59% |
| KATI NAIRN3 | 114 JAMES DR BEAVER, PA 15009 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $96 | $3 | $99 | 0.58% |
| LUCAS MICHAEL3 | 160 S BROAD STREET GROVE CITY, PA 16127 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $73 | — | $73 | 0.43% |
| JONATHAN ANDREW GRAESER3 | 160 S BROAD STREET GROVE CITY, PA 16127 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $73 | — | $73 | 0.43% |
| LANCE A BRADLEY3 | 2028 MOUNT VERNON CIR HARRISBURG, PA 17110 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $26 | — | $26 | 0.15% |
| TIMOTHY BIRDSONG3 | 302 FIELDBROOK DR WASHINGTON, PA 15301 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | $6 | $12 | 0.07% |
| TAMMY A MORGART3 | 13347 DEAN DRIVE NORTH HUNTINGDON, PA 15642 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.04% |
| SARA MARIE BRYER3 | 1201 CLARIDGE ELLIOT ROAD JEANETTE, PA 15644 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.03% |
| BENECHOICE ENROLLMENT SOLUTIONS3 | 1574 LITITZ PIKE BEAVER, PA 17601 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $1 | $3 | 0.02% |
| ARICK MARTIN3 | 427 S. MEADOWCRAFT AVE PITTSBURGH, PA 15228 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $192 | $22 | $214 | 5.43% |
| TIMOTHY J SLATER3 | 466 CARNEGIE DRIVE PITTSBURGH, PA 15243 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $155 | $36 | $191 | 4.84% |
| RESCHINI AGENCY INC3 | PO BOX 449 INDIANA, PA 48701 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $138 | — | $138 | 3.50% |
| KATI NAIRN3 | 114 JAMES DR BEAVER, PA 15009 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $68 | — | $68 | 1.72% |
| DAVID E HAUCK3 | 5125 SHORELINE WAY VERMILLION, OH 44089 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $42 | — | $42 | 1.06% |
| CLARENCE D LEWIS LLC3 | 8631 STONEFACE ROAD CHARLOTTE, NC 28214 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $27 | — | $27 | 0.68% |
| TIMOTHY J REED3 | 21 AZALEA DRIVE LUMBERTON, NJ 08048 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $24 | — | $24 | 0.61% |
| TIMOTHY BIRDSONG3 | 302 FIELDBROOK DR WASHINGTON, PA 15301 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | $10 | $19 | 0.48% |
| JONATHAN ANDREW GRAESER3 | 160 S BROAD STREET GROVE CITY, PA 16127 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.13% |
| LUCAS MICHAEL3 | 160 S BROAD STREET GROVE CITY, PA 16127 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.13% |
| WILLIAM E GOOD3 | 545 TOM SAWYER RD DRIPPING SPRINGS, TX 78620 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.05% |
| DAVID MASON DOKELL3 | 159 BEACON DR MOORESVILLE, NC 28117 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.05% |
| SARA MARIE BRYER3 | 1201 CLARIDGE ELLIOT ROAD JEANETTE, PA 15644 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.03% |
| SOTERIA PARTNERS LLC3 | 1050 WALL STREET WEST LYNDHURST, NJ 07071 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.03% |
| MCO PARTNERS LLC3 | 6 LATHROP AVE MADISON, NJ 07940 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.03% |
| ARICK MARTIN3 | 427 S. MEADOWCRAFT AVE PITTSBURGH, PA 15228 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $329 | $34 | $363 | 9.42% |
| TIMOTHY J SLATER3 | 821 WHITE OAK CIR PITTSBURGH, PA 15228 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $239 | $55 | $294 | 7.63% |
| RESCHINI AGENCY INC3 | PO BOX 449 INDIANA, PA 15701 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $256 | — | $256 | 6.65% |
| KATI NAIRN3 | 114 JAMES DR BEAVER, PA 15009 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $78 | $4 | $82 | 2.13% |
| DAVID E HAUCK3 | 2878 TREMONTE LANE ALLISON PARK, PA 15101 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $53 | — | $53 | 1.38% |
| TIMOTHY BIRDSONG3 | 302 FIELDBROOK DR WASHINGTON, PA 15301 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | $16 | $30 | 0.78% |
| BARBARA BAXTER DEJOHN3 | 1154 TIDEWOOD DRIVE BETHEL PARK, PA 15102 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $13 | $1 | $14 | 0.36% |
| LUCAS MICHAEL3 | 160 S BROAD STREET GROVE CITY, PA 16127 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | — | $10 | 0.26% |
| JONATHAN ANDREW GRAESER3 | 160 S BROAD STREET GROVE CITY, PA 16127 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | — | $10 | 0.26% |
| SARA MARIE BRYER3 | 1201 CLARIDGE ELLIOT ROAD JEANETTE, PA 15644 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.10% |
| TIMOTHY J SLATER3 | 466 CARNEGIE DRIVE PITTSBURGH, PA 15243 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 2.37% |
| BARBARA BAXTER DEJOHN3 | 1154 TIDEWOOD DRIVE BETHEL PARK, PA 15102 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 2.37% |
| RESCHINI AGENCY INC3 | PO BOX 449 INDIANA, PA 15701 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 2.37% |
| KATI NAIRN3 | 114 JAMES DR BEAVER, PA 15009 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 1.18% |
| DAVID E HAUCK3 | 5125 SHORELINE WAY VERMILLION, OH 44089 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.59% |
| RESCHINI AGENCY INC3 | 922 PHILA ST INDIANA, PA 15701 | DELTA DENTAL OF PENNSYLVANIA | $2K | — | $2K | — |
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 | 490 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 490 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | CROWN BENEFITS ADMINISTRATION | 268 | $3.5M |
| Dental | DELTA DENTAL OF PENNSYLVANIA | 490 | $0 |
| Vision | HIGHMARK | 408 | $30K |
| Life insurance(6 contracts, 2 carriers) | RELIANCE STANDARD | 296 | $112K |
| Short-term disability | RELIANCE STANDARD | 296 | $61K |
| Long-term disability | RELIANCE STANDARD | 401 | $30K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 490 | — |
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 comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.