| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| COURY HEALTH SERVICES LLC3 Filed as: COURY HEALTH SERVCES INC | 965 GREENTREE ROAD PITTSBURGH, PA 15220 | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | — | — | $0 | 0.00% |
| ANDREA STEARNS3 | 2310 LONGCREST AVE BETHEL PARK, PA 15102 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | — | $4K | 5.40% |
| COURY HEALTH SERVICES LLC3 Filed as: COURY HEALTH SERVCES INC | 965 GREENTREE ROAD PITTSBURGH, PA 15220 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | — | $3K | 4.05% |
| MICHAEL R ACKERMAN3 | 275 COMMERCE DR FORT WASHINGTON, PA 19034 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $915 | — | $915 | 1.35% |
| RICHARD LOWMAN3 | 2310 LONGCREST AVE BETHEL PARK, PA 15102 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $915 | — | $915 | 1.35% |
| BARUCH KLAHR3 | 100 DUTCH HILL ROAD ORANGEBURG, NY 19062 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $82 | — | $82 | 0.12% |
| ALAN J ZUCCARI INC | 4100 MONUMENT CORNER DR FAIRFAX, VA 22030 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $32 | — | $32 | 0.05% |
| NATIONAL ENROLLMENT PARTNERS LLC3 | C/O NATL ENROLLMENT PARTNERS CRANSTON, RI 02920 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $26 | — | $26 | 0.04% |
| TRESSA VADETTE DARGAN JASPER3 | 13760 SOUTHGATE ST SPRINGFIELD GARDENS, NY 11413 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $24 | — | $24 | 0.04% |
| DAVID E HAUCK3 | 5125 SHORLINE WAY VERMILLION, OH 44089 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $20 | — | $20 | 0.03% |
| JESSICA ERIN BENNETT3 | 140 GALLEY ROAD CANONSBURG, PA 15317 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $16 | — | $16 | 0.02% |
| DAVID RUSSELL3 | 625 BUSH ROAD NEW ALEXANDRIA, PA 15670 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | — | $8 | 0.01% |
| DONNA TROXELL3 | 526 SCAIFE ROAD SEWICKLEY, PA 15143 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.01% |
| JAY G SHAFFER3 | 422 N MAIN ST BUTLER, PA 16001 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.01% |
| TIMOTHY J SLATER3 | 466 CARNEGIE DR PITTSBURGH, PA 15243 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.01% |
| SOTERI PARTNERS LLC3 | 550 W 29TH ST APT A NEW YORK, NY 10001 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.01% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: DANIEL J SLATER | 1624 HOLLY HILL DR BETHEL PARK, PA 15102 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| KATI NAIRN3 | 114 JAMES DR BEAVER, PA 15009 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| E B SPECIALISTS INC3 Filed as: EB SPECIALISTS INC | 15488 RIDGE ROAD NINDE, VA 22526 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| COURY HEALTH SERVICES LLC3 Filed as: COURY HEALTH SERVCES INC | 680 ANDERSON DR SUITE 615 PITTSBURGH, PA 15220 | VISION BENEFITS OF AMERICA | $737 | — | $737 | 3.00% |
| ANDREA STEARNS3 Filed as: ANDREA JOAN STEARNS | 2310 LONGCREST AVE BETHEL PARK, PA 15102 | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $2K | — | $2K | 9.66% |
| COURY HEALTH SERVICES LLC3 Filed as: COURY HEALTH SERVCES INC | 680 ANDERSEN DR PITTSBURGH, PA 15220 | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $612 | — | $612 | 3.29% |
| ROMAN A. MATUSZ3 Filed as: ROMAN A MATUSZ | 6 PPG PLACE PITTSBURGH, PA 15222 | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $230 | — | $230 | 1.24% |
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 | 388 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 388 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | RELIANCE STANDARD | 488 | $87K |
| Vision | VISION BENEFITS OF AMERICA | 218 | $25K |
| Life insurance(4 contracts, 4 carriers) | BERKLEY LIFE AND HEALTH INSURANCE | 335 | $562K |
| Short-term disability | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | 335 | $101K |
| Long-term disability | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | 335 | $101K |
| Stop-loss / reinsurancereinsurance | BERKLEY ACCIDENT AND HEALTH | 243 | $279K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 488 | — |
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.