| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| RICHARD D BRYER3 | 2135 RIDGE ROAD GREENSBURG, PA 15601 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $15 | $4K | 3.05% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: BABB INCORPORATED | 850 RIDGE AVENUE PITTSBURGH, PA 15212 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $0 | $3K | 2.59% |
| COURY HEALTH SERVICES LLC3 | 330 GRANT STREET PITTSBURGH, PA 15219 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $0 | $2K | 1.92% |
| TAMMY A MORGART3 | 13347 DEAN DRIVE NORTH HUNTINGDON, PA 15642 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $17 | $1K | 1.05% |
| JOHN BEATTY3 Filed as: JOHN W BEATTY | 1001 CITY AVE WYNEWOOD, PA 19096 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $390 | $0 | $390 | 0.32% |
| TIMOTHY J SLATER3 | 821 WHITE OAK CIRCLE PITTSBURGH, PA 15228 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $316 | $9 | $325 | 0.27% |
| MATTHEW T. MATISKO3 Filed as: MATTHEW T MATISKO | C/O MATTHEW MATISKO SPRINGDALE, PA 15144 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $229 | $0 | $229 | 0.19% |
| NANCY L BEATTY3 | 33 OVERVIEW DR GREENSBURG, PA 15601 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $75 | $0 | $75 | 0.06% |
| WILLIAM E GOOD3 | 311 BOWIE STREET AUSTIN, TX 78703 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $52 | $0 | $52 | 0.04% |
| DEEANN GREENE-MARSZALEK3 | 409 N 20TH STREET WEIRTON, WV 26062 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $33 | $0 | $33 | 0.03% |
| LISA M BRYER3 | 2135 RIDGE ROAD GREENSBURG, PA 15601 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $25 | $0 | $25 | 0.02% |
| ALLISON HARRIS3 | 36 SHADY VALLEY DRIVE CHESTERFIELD, MO 63017 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $13 | $0 | $13 | 0.01% |
| TANYA WISHARD3 | P. O. BOX 307 CODORUS, PA 17311 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | $0 | $11 | 0.01% |
| COURY HEALTH SERVICES LLC3 | 330 GRANT STREET PITTSBURGH, PA 15219 | THE PAUL REVERE LIFE INSURANCE COMPANY | $415 | $0 | $415 | 21.84% |
| HOWARD HOROWITZ3 Filed as: HOWARD J HOROWITZ | 2610 ALCOTT STREET CARMEL, IN 46032 | THE PAUL REVERE LIFE INSURANCE COMPANY | $179 | $65 | $244 | 12.84% |
| TAMMY A MORGART3 | 13347 DEAN DRIVE NORTH HUNTINGDON, PA 15642 | THE PAUL REVERE LIFE INSURANCE COMPANY | $48 | $0 | $48 | 2.53% |
| TIMOTHY J SLATER3 | 821 WHITE OAK CIRCLE PITTSBURGH, PA 15228 | THE PAUL REVERE LIFE INSURANCE COMPANY | $14 | $0 | $14 | 0.74% |
| PARRISH J PEACHEE3 | 109 N UNION STREET WESTFIELD, IN 46074 | THE PAUL REVERE LIFE INSURANCE COMPANY | $14 | $0 | $14 | 0.74% |
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 | 493 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 496 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | CIGNA HEALTH AND LIFE INS. CO. AND AFFILIATES | 647 | $171K |
| Vision | VISION BENEFITS OF AMERICA | 601 | $41K |
| Short-term disability(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 187 | $122K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 647 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.