| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 Filed as: DANIEL J. SLATER | 1624 HOLLY HILL DRIVE BETHEL PARK, PA 15102 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $45 | $1K | — |
| JAY G SHAFFER3 Filed as: JAY G. SHAFFER | 422 N. MAIN STREET BUTLER, PA 16001 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | — | $1K | — |
| TIMOTHY J SLATER3 Filed as: TIMOTHY J. SLATER | 821 WHITE OAK CIRCLE PITTSBURGH, PA 15228 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $650 | $16 | $666 | — |
| KATI NAIRN3 | 114 JAMES DR BEAVER, PA 15009 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $627 | $23 | $650 | — |
| WILLIAM E GOOD3 Filed as: WILLIAM E. GOOD | 311 BOWIE ST. AUSTIN, TX 78703 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $75 | — | $75 | — |
| DAVID E HAUCK3 Filed as: DAVID E. HAUCK | 2878 TREMONTE LANE ALLISON PARK, PA 15101 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $52 | — | $52 | — |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| HIGHMARK INC. EIN 23-1294723 NONE | Plan Administrator Service code 14 | — | $309K |
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 | 561 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 10 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 571 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL OF PENNSYLVANIA | 568 | $387K |
| Vision | HM LIFE INSURANCE COMPANY | 1,394 | $83K |
| Life insurance | AETNA LIFE INSURANCE CO. | 562 | $11K |
| Long-term disability | AETNA LIFE INSURANCE CO. | 562 | $11K |
| Prescription drug | CVS PHARMACY INC. | 1,414 | $0 |
| Stop-loss / reinsurancereinsurance | HIGHMARK CASUALTY INSURANCE CO. | 560 | $236K |
| Other(2 contracts, 2 carriers) | AETNA LIFE INSURANCE CO. | 562 | $11K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,414 | — |
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."
No prospect flags tripped on this filing.