| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MCGRIFF INSURANCE SERVICES INC3 | PO BOX 896620 CHARLOTTE, NC 28289 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $109K | — | $109K | 2.46% |
| GROUP BENEFITS LTD3 | 12006 RIDGEMONT DR URBANDALE, IA 50323 | SUN LIFE ASSURANCE COMPANY OF CANADA | $34K | — | $34K | 3.30% |
| ACRISURE LLC3 | 600 SYLVAN AVE STE 301 ENGLEWOOD CLIFFS, NJ 07632 | SUN LIFE ASSURANCE COMPANY OF CANADA | $13K | — | $13K | 1.28% |
| WORKSITE WHEELHOUSE3 | 103-107 CHURCH ST PHILADELPHIA, PA 19106 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $66K | $46K | $112K | 25.21% |
| ACRISURE LLC3 Filed as: ACRISURE NJ PARTNERS INSURANCE SERV | 100 OTTAWA AVE SW GRAND RAPIDS, MI 49503 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $50K | — | $50K | 11.16% |
| ACRISURE LLC3 | 600 SYLVAN AVE ENGLEWOOD CLIFFS, NJ 07632 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $24K | $15K | $39K | 8.84% |
| SOTERIA PARTNERS LLC3 | 1050 WALL ST W STE 645 LYNDHURST, NJ 07071 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7K | $8K | $15K | 3.35% |
| ACRISURE LLC3 Filed as: ACRISURE NJ PARTNERS INSURANCE SERV | 100 OTTAWA AVE SW GRAND RAPIDS, MI 49503 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8K | — | $8K | 1.80% |
| NATIONAL ENROLLMENT PARTNERS LLC3 | C/O NATIONAL ENROLLMENT PARTNER CRANSTON, RI 02920 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $1K | $2K | 0.51% |
| MCGRIFF INSURANCE SERVICES INC3 | PO BOX 896620 CHARLOTTE, NC 28289 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $5K | — | $5K | 1.63% |
| ACRISURE LLC3 | 600 SYLVAN AVE, STE 301 ENGLEWOOD CLIFFS, NJ 07632 | UNIFIED LIFE INSURANCE COMPANY | $150 | — | $150 | 0.08% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | PO BOX 896620 CHARLOTTE, NC 28289 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $4K | — | $4K | 3.57% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | PO BOX 896620 CHARLOTTE, NC 28289 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $4K | — | $4K | 2.96% |
| WORKSITE WHEELHOUSE3 | 103-107 CHURCH ST PHILADELPHIA, PA 19106 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10K | $7K | $16K | 18.82% |
| ACRISURE LLC3 Filed as: ACRISURE NJ PARTNERS INSURANCE SERV | 100 OTTAWA AVE SW GRAND RAPIDS, MI 49503 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8K | — | $8K | 8.85% |
| ACRISURE LLC3 | 600 SYLVAN AVE ENGLEWOOD CLIFFS, NJ 07632 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $2K | $6K | 6.51% |
| SOTERIA PARTNERS LLC3 | 1050 WALL ST W LYNDHURST, NJ 07071 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $1K | $2K | 2.37% |
| ACRISURE LLC3 Filed as: ACRISURE NJ PARTNERS INSURANCE SERV | 100 OTTAWA AVE SW GRAND RAPIDS, MI 49503 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | — | $2K | 1.88% |
| NATIONAL ENROLLMENT PARTNERS LLC3 | C/O NATL ENROLLMENT PARTNERS CRANSTON, RI 02920 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $312 | $288 | $600 | 0.69% |
| JENNIFER WEYMOUTH RESMONDO3 Filed as: JENNIFER WEYMOUTH LLC | 2940 OAKTREE DRIVE KISSIMMEE, FL 34744 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | — | — | $0 | 0.00% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | PO BOX 896620 CHARLOTTE, NC 28289 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $5K | — | $5K | 6.19% |
| MOORADIAN, JAMES, W3 Filed as: MOORADIAN, JAMES W | 6 HIGHLAND RD CHARLESTOWN, RI 02813 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $10K | $8K | $19K | 78.17% |
| WORKSITE WHEELHOUSE3 | 103-107 CHURCH ST, APT 3 PHILADELPHIA, PA 19106 | THE PAUL REVERE LIFE INSURANCE COMPANY | $3K | — | $3K | 12.12% |
| ACRISURE LLC3 Filed as: ACRISURE NJ PARTNERS INSURANCE SERV | 100 OTTAWA AVE, SW GRAND RAPIDS, MI 49503 | THE PAUL REVERE LIFE INSURANCE COMPANY | $2K | — | $2K | 8.00% |
| ACRISURE LLC3 | 600 SYLVAN AVE ENGLEWOOD CLIFFS, NJ 07632 | THE PAUL REVERE LIFE INSURANCE COMPANY | $1K | — | $1K | 4.28% |
| ACRISURE LLC3 Filed as: ACRISURE NJ PARTNERS INSURANCE SERV | 100 OTTAWA AVE, SW GRAND RAPIDS, MI 49503 | THE PAUL REVERE LIFE INSURANCE COMPANY | $422 | — | $422 | 1.81% |
| SOTERIA PARTNERS LLC3 | 1050 WALL ST W STE 645 LYNDHURST, NJ 07071 | THE PAUL REVERE LIFE INSURANCE COMPANY | $313 | $5 | $318 | 1.36% |
| NATIONAL ENROLLMENT PARTNERS LLC3 | C/O NATL ENROLLMENT PARTNERS CRANSTON, RI 02920 | THE PAUL REVERE LIFE INSURANCE COMPANY | $63 | $3 | $66 | 0.28% |
| ACRISURE LLC3 Filed as: ACRISURE, LLC DBA ASHTON BENEFITS | 600 SYLVAN AVE, SUITE 301 ENGLEWOOD CLIFFS, NJ 07632 | EXCEPTIONAL RISK ADVISORS | $3K | — | $3K | 14.29% |
| WORKSITE WHEELHOUSE3 | 103-107 CHURCH ST PHILADELPHIA, PA 19106 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $164 | $95 | $259 | 11.73% |
| ACRISURE LLC3 Filed as: ACRISURE NJ PARTNERS INSURANCE SERV | 100 OTTAWA AVE SW GRAND RAPIDS, MI 49503 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $136 | — | $136 | 6.16% |
| ACRISURE LLC3 | 600 SYLVAN AVE ENGLEWOOD CLIFFS, NJ 07632 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $68 | $27 | $95 | 4.30% |
| SOTERIA PARTNERS LLC3 | 1050 WALL ST W LYNDHURST, NJ 07071 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $25 | $18 | $43 | 1.95% |
| ACRISURE LLC3 Filed as: ACRISURE NJ PARTNERS INSURANCE SERV | 100 OTTAWA AVE SW GRAND RAPIDS, MI 49503 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $23 | — | $23 | 1.04% |
| NATIONAL ENROLLMENT PARTNERS LLC3 | C/O NATIONAL ENROLLMENT PARTNERS CRANSTON, RI 02920 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.18% |
| THOMAS A SCHWEIKER4 | 3831 E NISBET RD PHOENIX, AZ 85032 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $132 | — | $132 | 8.16% |
| WORKSITE WHEELHOUSE3 | 103-107 CHURCH ST APT 3 PHILADELPHIA, PA 19106 | THE PAUL REVERE LIFE INSURANCE COMPANY | $88 | — | $88 | 6.33% |
| ACRISURE LLC3 Filed as: ACRISURE NJ PARTNERS INSURANCE SERV | 100 OTTAWA AVE SW GRAND RAPIDS, MI 49503 | THE PAUL REVERE LIFE INSURANCE COMPANY | $40 | — | $40 | 2.88% |
| ACRISURE LLC3 | 600 SYLVAN AVE ENGLEWOOD CLIFFS, NJ 07632 | THE PAUL REVERE LIFE INSURANCE COMPANY | $35 | — | $35 | 2.52% |
| SOTERIA PARTNERS LLC3 | 1050 WALL ST W STE 645 LYNDHURST, NJ 07071 | THE PAUL REVERE LIFE INSURANCE COMPANY | $23 | — | $23 | 1.65% |
| ACRISURE LLC3 Filed as: ACRISURE NJ PARTNERS INSURANCE SERV | 100 OTTAWA AVE SW GRAND RAPIDS, MI 49503 | THE PAUL REVERE LIFE INSURANCE COMPANY | $20 | — | $20 | 1.44% |
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 | 5,930 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 5,930 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 483 | $4.6M |
| Dental(2 contracts, 2 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 2,755 | $296K |
| Vision(2 contracts, 2 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 2,340 | $480K |
| Life insurance(7 contracts, 4 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 5,233 | $1.7M |
| Short-term disability(5 contracts, 4 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 5,233 | $1.2M |
| Long-term disability(6 contracts, 6 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 5,233 | $1.6M |
| Other(8 contracts, 5 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 5,233 | $1.7M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 5,233 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.