| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MORRISON INSURANCE SERVICES, INC.3 Filed as: MORRISON, GUY F | 5555 GLENRIDGE CONNECTOR ATLANTA, GA 30342 | PRIORITY HEALTH INSURANCE COMPANY | $118K | $0 | $118K | 2.99% |
| MCLAUGHLAN, REBECCA3 | 755 W BIG BEAVER RD STE 2300 TROY, MI 48084 | PRIORITY HEALTH INSURANCE COMPANY | $495 | $0 | $495 | 0.01% |
| MORRISON INSURANCE SERVICES, INC.3 Filed as: MORRISON, GUY F | 5555 GLENRIDGE CONNECTOR ATLANTA, GA 30342 | PRIORITY HEALTH | $47K | $0 | $47K | 2.61% |
| MCLAUGHLAN, REBECCA3 | 755 W BIG BEAVER RD STE 2300 TROY, MI 30342 | PRIORITY HEALTH | $252 | $0 | $252 | 0.01% |
| MARSH & MCLENNAN AGENCY LLC3 | 5555 GLENRIDGE CONNECTOR STE 600 ATLANTA, GA 30342 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $43K | $0 | $43K | 7.39% |
| UNKNOWN3 | — | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $0 | $14K | $14K | 2.42% |
| IBENEFIT COMMUNICATION LLC3 Filed as: IBENEFIT COMMUNICATION | 4400 PARK ROAD STE 311 CHARLOTTE, NC 28209 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $14K | $0 | $14K | 2.40% |
| ASSUREDPARTNERS3 Filed as: ASSUREPARTNERS OF OHIO LLC | 27064 OAKMEAD DRIVE PERRYSBURG, OH 43551 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $52K | $185 | $52K | 20.20% |
| ELIZABETH LLOYD3 | 27064 OAKMEAD DRIVE PERRYSBURG, OH 43551 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $21K | $0 | $21K | 8.27% |
| MATTHEW ALAN DODDS3 | 11201 SANDUSKY STREET PERRYSBURG, OH 43551 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $658 | $0 | $658 | 0.25% |
| DOMINIC STEPHEN SICILIANO3 | 4899 DUN ROBIN DR NE BELMONT, MI 49306 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $464 | $0 | $464 | 0.18% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 350 CONSHOHOCKEN, PA 19428 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $283 | $60 | $343 | 0.13% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 2600 S TELEGRAPH RD BLOOMFIELD HILLS, MI 48302 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $252 | $1 | $253 | 0.10% |
| PROFESSIONAL ENROLLMENT PERSPECTIVE3 | 43000 12 OAKS CRESCENT DRIVE NOVI, MI 48377 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $117 | $110 | $227 | 0.09% |
| THAD ANDERSON3 | 7220 TALLGRASS PARKWAY LINCOLN, NE 68521 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $187 | $12 | $199 | 0.08% |
| MARSH & MCLENNAN AGENCY LLC3 | 755 W BIG BEAVER RD STE 2300 TROY, MI 480844907 | KAISER FOUNDATION HEALTH PLAN INC | $4K | $0 | $4K | 4.09% |
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 | 961 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 7 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 968 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 4 carriers) | PRIORITY HEALTH INSURANCE COMPANY | 961 | $6.4M |
| Dental | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 961 | $582K |
| Vision | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 961 | $582K |
| Life insurance | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 961 | $582K |
| Prescription drug(3 contracts, 3 carriers) | PRIORITY HEALTH INSURANCE COMPANY | 735 | $5.8M |
| Other(2 contracts, 2 carriers) | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 961 | $841K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 961 | — |
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.