| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 Filed as: BABB INC. | 850 RIDGE AVENUE PITTSBURGH, PA 15212 | AETNA LIFE INSURANCE COMPANY | $0 | $31K | $31K | 1.20% |
| PENTRA LLC3 | TWO VILLANOVA CENTER 795 E. LANCASTER AVE. VILLANOVA, PA 190851500 | AETNA LIFE INSURANCE COMPANY | $0 | $18K | $18K | 0.71% |
| PENTRA LLC3 Filed as: PENTRA INC | 795 E. LANCASTER AVE. SUITE 210 VILLANOVA, PA 190851500 | AETNA LIFE INSURANCE COMPANY | $0 | $12K | $12K | 0.48% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: BABB INC. | 850 RIDGE AVENUE PITTSBURGH, PA 15212 | AETNA LIFE INSURANCE COMPANY | $0 | $8K | $8K | 0.30% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: BABB INC. | 850 RIDGE AVENUE PITTSBURGH, PA 15212 | AETNA LIFE INSURANCE COMPANY | $5K | $0 | $5K | 0.20% |
| PENTRA LLC3 | TWO VILLANOVA CENTER 795 E. LANCASTER AVE. VILLANOVA, PA 190851500 | AETNA LIFE INSURANCE COMPANY | $3K | $0 | $3K | 0.11% |
| PENTRA LLC3 Filed as: PENTRA INC | 795 E. LANCASTER AVE. SUITE 210 VILLANOVA, PA 190851500 | AETNA LIFE INSURANCE COMPANY | $2K | $0 | $2K | 0.08% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: BABB INC | 850 RIDGE AVENUE PITTSBURGH, PA 15212 | HARTFORD LIFE AND ACCIDENT | $7K | $8K | $15K | 6.37% |
| PENTRA LLC3 Filed as: PENTRA, LLC | 795 E LANCASTER AVE STE 210 VILLANOVA, PA 19085 | HARTFORD LIFE AND ACCIDENT | $2K | $0 | $2K | 0.69% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: BABB INC | 850 RIDGE AVE PITTSBURGH, PA 15212 | HIGHMARK INC. | $60 | $0 | $60 | 1.67% |
| HARTMAN EMPLOYEE BENEFITS3 Filed as: HARTMAN EMPLOYEE BENEFITS INC | 420 WILLIAM ST. WILLIAMSPORT, PA 17701 | HIGHMARK INC. | $47 | $0 | $47 | 1.31% |
| GCG FINANCIAL LLC3 Filed as: ALERA GROUP | 4550 LENA DRIVE MECHANICSBURG, PA 17050 | HIGHMARK INC. | $25 | $0 | $25 | 0.70% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF NEW YORK, INC. | 200 LIBERTY STREET NEW YORK, NY 10281 | FEDERAL INSURANCE COMPANY | $458 | $0 | $458 | 25.00% |
| BENEFITS COUNT INC3 Filed as: BENEFITS COUNT II INC | 1401 CHRISTMAS COURT RALEIGH, NC 27604 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $57 | $1 | $58 | 3.55% |
| ARTHUR WAYNE JORDAN JR3 | 514 OAKWOOD AVENUE RALEIGH, NC 27601 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $18 | $1 | $19 | 1.16% |
| BENEFITS COUNT INC3 Filed as: BENEFITS COUNT I INC | 248 RIVERWOOD DRIVE LEWISVILLE, NC 27023 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $17 | $1 | $18 | 1.10% |
| ADVANCED ENROLLMENT SERVICES INC3 | 309 IRONWOODS DRIVE CHAPEL HILL, NC 27516 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | $2 | $14 | 0.86% |
| SUSAN FONTENOT3 | 10717 DAPPLE GREY LANE CHARLOTTE, NC 28213 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | $0 | $7 | 0.43% |
| INSYNC BENEFITS INC3 | PO BOX 1474 CORNELIUS, NC 28031 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | $0 | $5 | 0.31% |
| PATRICIA L CARON3 | 190 TESUQUE VILLAGE ROAD SANTE FE, NM 87506 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $0 | $3 | 0.18% |
| RYLEE ENTERPRISES INC3 | 1828 OAK RIDGE RD OAK RIDGE, NC 27310 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $0 | $3 | 0.18% |
| WHICKER PARTNERSHIPS INC3 | 6775 DORAL DRIVE TOBACCOVILLE, NC 27050 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $0 | $2 | 0.12% |
| JANIE M GREER3 | 124 CHATTERSON DR. RALEIGH, NC 27615 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.06% |
| BARRETT L PATTERSON3 | PO BOX 10641 RALEIGH, NC 27605 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.06% |
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 | 273 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 0 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 276 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE COMPANY | 505 | $2.5M |
| Dental | AETNA LIFE INSURANCE COMPANY | 505 | $2.5M |
| Vision(2 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 505 | $2.5M |
| Life insurance(2 contracts, 2 carriers) | HARTFORD LIFE AND ACCIDENT | 405 | $231K |
| Short-term disability(2 contracts, 2 carriers) | HARTFORD LIFE AND ACCIDENT | 405 | $231K |
| Long-term disability | HARTFORD LIFE AND ACCIDENT | 405 | $230K |
| Other(3 contracts, 3 carriers) | HARTFORD LIFE AND ACCIDENT | 405 | $233K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 505 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.