| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF PA | 1301 GRANDVIEW AVE STE 400 PITTSBURGH, PA 15211 | HIGHMARK, INC. | $66K | — | $66K | 2.01% |
| EMERSON REID LLC3 Filed as: EMERSON REID, LLC | 630 W GERMANTOWN PIKE PLYMOUTH MEETING, PA 19462 | HIGHMARK, INC. | $6K | — | $6K | 0.19% |
| HAGER LANG SETTINA INC.3 Filed as: HAGER LANG SETTINA, INC. | 7500 BROOKTREE RD STE 206 WEXFORD, PA 15090 | STANDARD INSURANCE COMPANY | $6K | — | $6K | 3.70% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF PA, LLC. | 1301 GRANDVIEW AVE STE 400 PITTSBURGH, PA 15211 | STANDARD INSURANCE COMPANY | $1K | — | $1K | 0.86% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS NL, LLC. | 4500 TOWN CENTER DR STE 200 JEFFERSONVILLE, IN 47130 | HARTFORD LIFE AND ACCIDENT | — | $21K | $21K | 12.73% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF PA, LLC. | 1301 GRANDVIEW AVE STE 400 PITTSBURGH, PA 15211 | HARTFORD LIFE AND ACCIDENT | $10K | — | $10K | 6.12% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF PA | 1301 GRANDVIEW AVE STE 400 PITTSBURGH, PA 15211 | UNITED CONCORDIA INSURANCE COMPANY | $12K | — | $12K | 9.98% |
| HAGER LANG SETTINA INC.3 Filed as: HAGER LANG SETTINA, INC. | 7500 BROOKTREE RD WEXFORD, PA 15090 | UNITED CONCORDIA INSURANCE COMPANY | -$24 | — | -$24 | -0.02% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF PA, LLC. | TRIMONT PLAZA PITTSBURGH, PA 15211 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14K | $926 | $15K | 23.19% |
| DAVID E HAUCK3 | 5125 SHORELINE WAY VERMILLION, OH 44089 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6K | $30 | $6K | 9.54% |
| BARBARA BAXTER DEJOHN3 | 1154 TIDEWOOD DRIVE BETHEL PARK, PA 15102 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5K | $505 | $6K | 8.61% |
| TIMOTHY J SLATER3 | 466 CARNEGIE DRIVE PITTSBURGH, PA 15243 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $389 | $2K | 2.53% |
| HAGER LANG SETTINA INC.3 Filed as: HAGER LANG SETTINA, INC. | 7500 BROOK TREE RD WEXFORD, PA 15090 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $889 | — | $889 | 1.39% |
| ARICK MARTIN3 | 427 S. MEADOWCROFT AVE PITTSBURGH, PA 15228 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $34 | — | $34 | 0.05% |
| WILLIAM E GOOD3 | 545 TOM SAWYER RD DRIPPING SPRINGS, TX 78620 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.01% |
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 | 349 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 11 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 363 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | HIGHMARK, INC. | 297 | $3.3M |
| Dental | UNITED CONCORDIA INSURANCE COMPANY | 256 | $115K |
| Vision | HIGHMARK, INC. | 297 | $3.3M |
| Life insurance(2 contracts, 2 carriers) | STANDARD INSURANCE COMPANY | 597 | $334K |
| Short-term disability(2 contracts, 2 carriers) | STANDARD INSURANCE COMPANY | 597 | $334K |
| Long-term disability(2 contracts, 2 carriers) | STANDARD INSURANCE COMPANY | 597 | $334K |
| Prescription drug | HIGHMARK, INC. | 297 | $3.3M |
| Other(2 contracts, 2 carriers) | HARTFORD LIFE AND ACCIDENT | 597 | $226K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 597 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.