| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ACRISURE LLC3 Filed as: ACRISURE MID-ATLANTIC PARTNERS | 1265 DRUMMERS LN, STE. 300 WAYNE, PA 19087 | HIGHMARK INC. | $34K | — | $34K | 1.78% |
| DJME VENTURES, INC.3 Filed as: DJME VENTURES INC. | 902 SOUTH CENTER STREET, PO BOX 976 GROVE CITY, PA 16127 | HIGHMARK INC. | $13K | — | $13K | 0.71% |
| DAVEVIC BENEFIT CONSULTANTS, INC.3 Filed as: DAVEVIC BENEFIT CONSULTANTS | 902 S CENTER ST, PO BOX 976 GROVE CITY, PA 16127 | UPMC HEALTH OPTIONS | $17K | — | $17K | 1.29% |
| ACRISURE LLC3 Filed as: ACRISURE MID-ATLANTIC PARTNERS | 1265 DRUMMERS LN STE 300 WAYNE, PA 19087 | UPMC HEALTH OPTIONS | $9K | — | $9K | 0.69% |
| DAVEVIC BENEFIT CONSULTANTS, INC.3 Filed as: DAVEVIC BENEFIT CONSULTANTS | 902 SOUTH CENTER STREET, PO BOX 976 GROVE CITY, PA 16127 | UPMC HEALTH OPTIONS | $9K | — | $9K | 2.17% |
| ACRISURE LLC3 Filed as: ACRISURE MID-ATLANTIC PARTNERS | 1265 DRUMMERS LN, STE. 300 WAYNE, PA 19087 | UPMC HEALTH OPTIONS | $7K | — | $7K | 1.53% |
| DAVEVIC BENEFIT CONSULTANTS, INC.3 Filed as: DAVEVIC BENEFIT CONSULTANTS | 902 S CENTER ST GROVE CITY, PA 161271302 | GUARDIAN LIFE INSURANCE COMPANY | $49K | — | $49K | 12.78% |
| ACRISURE LLC3 Filed as: ACRISURE MID-ATLANTIC PARTNERS | 1265 DRUMMERS LN STE 300 WAYNE, PA 19087 | GUARDIAN LIFE INSURANCE COMPANY | — | $7K | $7K | 1.88% |
| DAVEVIC BENEFIT CONSULTANTS, INC.3 Filed as: DAVEVIC BENEFIT CONSULTANTS | 902 SOUTH CENTER STREET, PO BOX 976 GROVE CITY, PA 16127 | UPMC HEALTH OPTIONS | $4K | — | $4K | 1.39% |
| ACRISURE LLC3 Filed as: ACRISURE MID-ATLANTIC PARTNERS | 1265 DRUMMERS LN STE 300 WAYNE, PA 19087 | UPMC HEALTH OPTIONS | $2K | — | $2K | 0.65% |
| DAVEVIC BENEFIT CONSULTANTS, INC.3 Filed as: DAVEVIC BENEFIT CONSULTANTS | 902 SOUTH CENTER STREET, PO BOX 976 GROVE CITY, PA 16127 | UPMC HEALTH OPTIONS | $3K | — | $3K | 2.19% |
| ACRISURE LLC3 Filed as: ACRISURE MID-ATLANTIC PARTNERS | 1265 DRUMMERS LN, STE. 300 WAYNE, PA 19087 | UPMC HEALTH OPTIONS | $2K | — | $2K | 1.54% |
| DAVEVIC BENEFIT CONSULTANTS, INC.3 Filed as: DAVEVIC BENEFIT CONSULTANTS | 902 S CENTER ST, PO BOX 976 GROVE CITY, PA 16127 | UPMC HEALTH OPTIONS | $2K | — | $2K | 1.93% |
| ACRISURE LLC3 Filed as: ACRISURE MID-ATLANTIC PARTNERS | 1265 DRUMMERS LN STE 300 WAYNE, PA 19087 | UPMC HEALTH OPTIONS | $2K | — | $2K | 1.46% |
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 | 465 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 465 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(6 contracts, 2 carriers) | HIGHMARK INC. | 152 | $4.2M |
| Dental | GUARDIAN LIFE INSURANCE COMPANY | 465 | $382K |
| Vision | GUARDIAN LIFE INSURANCE COMPANY | 465 | $382K |
| Life insurance | GUARDIAN LIFE INSURANCE COMPANY | 465 | $382K |
| Short-term disability | GUARDIAN LIFE INSURANCE COMPANY | 465 | $382K |
| Prescription drug(6 contracts, 2 carriers) | HIGHMARK INC. | 152 | $4.2M |
| Other | GUARDIAN LIFE INSURANCE COMPANY | 465 | $382K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 465 | — |
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.