| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALCOTT INSURANCE AGENCY INC3 | 71 EXECUTIVE BLVD STE 2 FARMINGDALE, NY 11735 | AETNA LIFE INSURANCE CO. | $443K | — | $443K | 2.33% |
| COMPASS CONSULTING GROUP INC3 | 315 E BAY ST STE 400 JACKSONVILLE, FL 32202 | METROPOLITAN LIFE INSURANCE COMPANY | $35K | $36K | $71K | 3.07% |
| CENTRO BENEFITS RESEARCH LLC3 | 24500 CHAGRIN BLVD STE 365 BEACHWOOD, OH 44122 | METROPOLITAN LIFE INSURANCE COMPANY | $45K | $22K | $67K | 2.88% |
| COMPASS CONSULTING GROUP INC3 | 315 E BAY ST STE 400 JACKSONVILLE, FL 32202 | METROPOLITAN LIFE INSURANCE COMPANY | $252K | $32K | $284K | 14.17% |
| CENTRO BENEFITS RESEARCH LLC3 | 24500 CHAGRIN BLVD STE 365 BEACHWOOD, OH 44122 | METROPOLITAN LIFE INSURANCE COMPANY | $37K | $19K | $56K | 2.79% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1 BLUE HILL PLZ FL 12 PEARL RIVER, NY 10965 | METROPOLITAN LIFE INSURANCE COMPANY | $322 | $50 | $372 | 0.02% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INS CENTER | 1390 WILLOW PASS RD STE 800 CONCORD, CA 94520 | METROPOLITAN LIFE INSURANCE COMPANY | $27 | — | $27 | 0.00% |
| COMPASS CONSULTING GROUP INC3 | 315 E BAY ST STE 400 JACKSONVILLE, FL 32202 | METROPOLITAN LIFE INSURANCE COMPANY | $23K | $4K | $27K | 9.60% |
| CENTRO BENEFITS RESEARCH LLC3 | 325 B KIRKWOOD RD STE 300 KIRKWOOD, MO 32122 | METROPOLITAN LIFE INSURANCE COMPANY | $5K | $2K | $7K | 2.47% |
| COMPASS CONSULTING GROUP INC3 | 315 E BAY ST STE 400 JACKSONVILLE, FL 32202 | METROPOLITAN LIFE INSURANCE COMPANY | $14K | $2K | $17K | 10.80% |
| CENTRO BENEFITS RESEARCH LLC3 | 24500 CHAGRIN BLVD STE 365 BEACHWOOD, OH 44122 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $1K | $4K | 2.37% |
| COMPASS CONSULTING GROUP INC3 | 315 E BAY ST STE 400 JACKSONVILLE, FL 32202 | METROPOLITAN LIFE INSURANCE COMPANY | $14K | $2K | $16K | 11.28% |
| CENTRO BENEFITS RESEARCH LLC3 | 325 B KIRKWOOD RD STE 300 KIRKWOOD, MO 63122 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $1K | $3K | 2.39% |
| ALCOTT INSURANCE AGENCY INC3 | 71 EXECUTIVE BLVD STE 2 FARMINGDALE, NY 11735 | METROPOLITAN GENERAL INSURANCE COMPANY | $13K | — | $13K | 10.11% |
| ALCOTT INSURANCE AGENCY INC3 | 71 EXECUTIVE BLVD STE 2 FARMINGDALE, NY 11735 | EMBLEM HEALTH | $5K | — | $5K | 4.12% |
| COMPASS CONSULTING GROUP INC3 | 315 E BAY ST STE 400 JACKSONVILLE, FL 32202 | SAFEGUARD HEALTH PLANS, INC., A FLORIDA CORPORATION | $51 | $30 | $81 | 4.38% |
| CENTRO BENEFITS RESEARCH LLC3 | 24500 CHAGRIN BLVD STE 365 BEACHWOOD, OH 44122 | SAFEGUARD HEALTH PLANS, INC., A FLORIDA CORPORATION | $34 | $17 | $51 | 2.76% |
| COMPASS CONSULTING GROUP INC3 | 315 E BAY ST STE 400 JACKSONVILLE, FL 32202 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $25 | $14 | $39 | 4.06% |
| CENTRO BENEFITS RESEARCH LLC3 | 24500 CHAGRIN BLVD STE 365 BEACHWOOD, OH 44122 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $16 | $8 | $24 | 2.50% |
| COMPASS CONSULTING GROUP INC3 | 315 E BAY ST STE 400 JACKSONVILLE, FL 32202 | SAFEGUARD HEALTH PLANS, INC., A TEXAS CORPORATION | $16 | $10 | $26 | 4.38% |
| CENTRO BENEFITS RESEARCH LLC3 | 24500 CHAGRIN BLVD STE 365 BEACHWOOD, OH 44122 | SAFEGUARD HEALTH PLANS, INC., A TEXAS CORPORATION | $11 | $5 | $16 | 2.70% |
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 | 7,358 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 7,358 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 4 carriers) | AETNA LIFE INSURANCE CO. | 2,289 | $33.4M |
| Dental(4 contracts, 4 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 2,968 | $2.3M |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 7,358 | $2.0M |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 7,358 | $2.0M |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 7,358 | $2.0M |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 7,358 | $2.0M |
| Prescription drug | HIGHMARK WESTERN AND NORTHEASTERN NEW YORK INC. | 2,289 | $14.2M |
| Other(4 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 7,358 | $2.6M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 7,358 | — |
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.