| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| SATS LLC3 | 77 SPRUCE ST SUITE 203 CEDARHURST, NY 11559 | CONTINENTAL AMERICAN INSURANCE COMPANY | $112K | — | $112K | 24.75% |
| BRIAN W PATTEN3 Filed as: BRIAN W. PATTEN | 121 BUCKHORN RD BADEN, PA 15005 | CONTINENTAL AMERICAN INSURANCE COMPANY | $53K | — | $53K | 11.78% |
| THE BLUE ORANGE SOLUTIONS, LLC3 Filed as: THE BLUE ORANGE SOLUTIONS LLC | 2435 N CENTRAL EXPY STE 1200 RICHARDSON, TX 75080 | CONTINENTAL AMERICAN INSURANCE COMPANY | $30K | — | $30K | 6.76% |
| BRIAN W PATTEN3 | 121 BUCKHORN RD BADEN, PA 15005 | CONTINENTAL AMERICAN INSURANCE COMPANY | $16K | — | $16K | 3.62% |
| JOHNATHAN DAVID BESWARICK3 Filed as: JOHNATHAN D BESWARICK | 250 ESTATES DRIVE GIBSONIA, PA 15044 | CONTINENTAL AMERICAN INSURANCE COMPANY | $13K | — | $13K | 2.91% |
| YONASAN ABRAHAM3 | 210 STRATFORD PLACE LAKEWOOD, NJ 08701 | CONTINENTAL AMERICAN INSURANCE COMPANY | $11K | — | $11K | 2.48% |
| JACK BITTEL3 | 1195 WASHINGTON PIKE BRIDGEVILLE, PA 15107 | CONTINENTAL AMERICAN INSURANCE COMPANY | $8K | — | $8K | 1.71% |
| DAVID A WARNER3 | 2407 ALEXANDER MANOR WEST STUBENVILLE, OH 43952 | CONTINENTAL AMERICAN INSURANCE COMPANY | $8K | — | $8K | 1.67% |
| TYLER J WEDDINGTON3 | 712 1/2 N WESTERN AVE PARK RIDGE, IL 60068 | CONTINENTAL AMERICAN INSURANCE COMPANY | $6K | — | $6K | 1.28% |
| HEATHER M BARTLEY3 | 602 BEAVER CT WEXFORD, PA 15090 | CONTINENTAL AMERICAN INSURANCE COMPANY | $5K | — | $5K | 1.22% |
| VICTOR N DARBY3 | 2459 N BRIGHTON ST BURBANK, CA 91504 | CONTINENTAL AMERICAN INSURANCE COMPANY | $5K | — | $5K | 1.14% |
| CHARLES M BANDELIER3 | 6107 SEEBREE LANE FORT WAYNE, IN 468083093 | CONTINENTAL AMERICAN INSURANCE COMPANY | $5K | — | $5K | 1.13% |
| PAUL FICK3 | 1649 EMERSON AVE FORT WAYNE, IN 468083093 | CONTINENTAL AMERICAN INSURANCE COMPANY | $4K | — | $4K | 0.98% |
| JAMES J ROWE3 | 3386 CHALICE CT 46168 PLAINFIELD, IN 46168 | CONTINENTAL AMERICAN INSURANCE COMPANY | $4K | — | $4K | 0.86% |
| DEREK P SMITH3 | 801 PANORAMA DR DRIPPING SPRINGS, TX 786202532 | CONTINENTAL AMERICAN INSURANCE COMPANY | $4K | — | $4K | 0.85% |
| MIACHEL A MOORE3 | 13826 BECHARD AVE NORWAL, CA 90650 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3K | — | $3K | 0.76% |
| FREDDIE L BOYKN3 | 28711 STONE FOX DR SPRING, TX 77386 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3K | — | $3K | 0.71% |
| JEFFREY M SATTERLEE3 | 4351 JAGER DRNE STE J RIO RANCHO, NM 871447527 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3K | — | $3K | 0.66% |
| RICHARD L LONG3 | 100 SAYEMORE DRIVE 30549 JEFFERSON, GA 30549 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3K | — | $3K | 0.57% |
| MICHAEL S CLISE3 | PO BOX 228 EIGHTY FOUR, PA 15330 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 0.39% |
| HENSLEY A AKIBOH3 | 120 MARGUERITE DRIVE CRANBERRY TOWNSHIP, PA 16066 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 0.34% |
| CHARLES M SAYBEL3 Filed as: CHARLES M SEYHEL | 214 KAIDAN DR PITTSBURG, PA 15215 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | — | $1K | 0.32% |
| KRISTAN L CRISP3 | 4325 GIBBS ROAD DANVILLE, IN 46122 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | — | $1K | 0.27% |
| TRAY W BRAY3 | 15505 TOP DR SAINT ROBERT, MO 655843808 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | — | $1K | 0.27% |
| APRIL L WEBER3 | 12030 AGANA ST ORLANDO, FL 32837 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | — | $1K | 0.27% |
| KEVIN HENDRIX3 | 336 N HOBART RD HOBART, IN 46342 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | — | $1K | 0.25% |
| FREDDIE L BOYKN3 | 28711 STONE FOX DR SPRING, TX 77383 | CONTINENTAL AMERICAN INSURANCE COMPANY | $817 | — | $817 | 0.18% |
| ERIC JOSEPH BELANCIC3 Filed as: ERIC J BELANCIC | 147 SENECA RD WHEELING, WV 26003 | CONTINENTAL AMERICAN INSURANCE COMPANY | $682 | — | $682 | 0.15% |
| JOHNATHAN ALI HAJIMOMEN3 Filed as: JOHNATHAN HAJMOMEN | 1501 ORANGETHO RPE SUITE 108 FULLERTON, CA 92831 | CONTINENTAL AMERICAN INSURANCE COMPANY | $587 | — | $587 | 0.13% |
| RACHEL A HUSKY3 | 1530 RAX COURT JEFFERSON CITY, MO 651091794 | CONTINENTAL AMERICAN INSURANCE COMPANY | $506 | — | $506 | 0.11% |
| BRIANNA LYNN ROWE3 Filed as: BRIANNA L ROWE | 3386 CHALICE CT PLAINFIELD, IN 46168 | CONTINENTAL AMERICAN INSURANCE COMPANY | $441 | — | $441 | 0.10% |
| CHARLES M BANDELIER3 | 220 INSURANCE DR FORT WAYNE, IN 46825 | CONTINENTAL AMERICAN INSURANCE COMPANY | $407 | — | $407 | 0.09% |
| CHARLES M SAYBEL3 | 214 KAIDAN DR PITTSBURGH, PA 152153902 | CONTINENTAL AMERICAN INSURANCE COMPANY | $369 | — | $369 | 0.08% |
| MATTHEW RYAN KIRKWOOD3 Filed as: MATTHEW R KIRKWOOD | 742 ADDIS ST NEW CASTLE, PA 16101 | CONTINENTAL AMERICAN INSURANCE COMPANY | $275 | — | $275 | 0.06% |
| MICHAEL A. BITTEL3 | 129 MARION DRIVE MCMURRAY, PA 15317 | CONTINENTAL AMERICAN INSURANCE COMPANY | $270 | — | $270 | 0.06% |
| JOHN G COCKRELL3 | 4689 MERRILL AVE RIVERSIDE, CA 92506 | CONTINENTAL AMERICAN INSURANCE COMPANY | $268 | — | $268 | 0.06% |
| RACHEL A HUSKY3 | 1707 MASSACHUSETTS AVE JOPLIN, MO 648040947 | CONTINENTAL AMERICAN INSURANCE COMPANY | $212 | — | $212 | 0.05% |
| HEIDI A HERDMAN3 | 150A ANDOVER ST DANERS, MA 01923 | CONTINENTAL AMERICAN INSURANCE COMPANY | $78 | — | $78 | 0.02% |
| CHRISTINA M NORDENFLYCHT DARBY3 | 2459 NBRIGHTON ST BURBANK, CA 91504 | CONTINENTAL AMERICAN INSURANCE COMPANY | $72 | — | $72 | 0.02% |
| STEVEN MCGEORGE3 | 4658 WALNUT AVE CHINO, CA 91710 | CONTINENTAL AMERICAN INSURANCE COMPANY | $59 | — | $59 | 0.01% |
| MICHAEL S CLISE3 Filed as: MICHAEL SCLISE | PO BOX 228 EIGHTY FOUR, PA 15330 | CONTINENTAL AMERICAN INSURANCE COMPANY | $29 | — | $29 | 0.01% |
| MARIO BONURA3 | 1882 LAUREL BROOK LOOP CASSELBERRY, FL 32707 | CONTINENTAL AMERICAN INSURANCE COMPANY | $17 | — | $17 | 0.00% |
| MARIA C CUNHA3 | 43 WASHINGTON ST 01834 GROVELAND, MA 01834 | CONTINENTAL AMERICAN INSURANCE COMPANY | $12 | — | $12 | 0.00% |
| VICTOR N DARBY3 Filed as: VICTOR NORDENFLYCH T DARBY | 2459 N BRIGHTON ST BURBANK, CA 91504 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| JARRETT M SCHRINER3 | 616 HAZEL AVE ELLWOOD CITY, PA 16117 | CONTINENTAL AMERICAN INSURANCE COMPANY | $0 | — | $0 | 0.00% |
| STEVEN MCGEORGE3 Filed as: STEVEN W MCGEORGE | 4658 WALNUT AVE CHINO, CA 91710 | CONTINENTAL AMERICAN INSURANCE COMPANY | $0 | — | $0 | 0.00% |
| MARRIANNE SULLIVAN3 | 385 WATERFORD COURT CRANBERRY TOWNSHIP, PA 16066 | CONTINENTAL AMERICAN INSURANCE COMPANY | $0 | — | $0 | 0.00% |
| SATS LLC3 Filed as: SATS LLC DBA PREFERRED SERVICE | 77 SPRUCE STREET SUITE 203 CEDAR HURST, NY 11516 | GUARDIAN | $35K | — | $35K | 14.99% |
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 | 754 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 754 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | GUARDIAN | 473 | $237K |
| Vision | GUARDIAN | 473 | $237K |
| Life insurance | CONTINENTAL AMERICAN INSURANCE COMPANY | 801 | $451K |
| Short-term disability | CONTINENTAL AMERICAN INSURANCE COMPANY | 801 | $451K |
| Long-term disability | CONTINENTAL AMERICAN INSURANCE COMPANY | 801 | $451K |
| Other | CONTINENTAL AMERICAN INSURANCE COMPANY | 801 | $451K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 801 | — |
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.
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.