| 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. | $26K | — | $26K | 2.01% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF PA, LLC. | 1301 GRANDVIEW AVE STE 400 PITTSBURGH, PA 15211 | HARTFORD LIFE AND ACCIDENT | $2K | — | $2K | 2.13% |
| CENTRO BENEFITS RESEARCH LLC3 | 200 GALLERIA PKWY STE 1950 ATLANTA, GA 30339 | HARTFORD LIFE AND ACCIDENT | — | $1K | $1K | 1.26% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF PA | 1301 GRANDVIEW AVE STE 400 PITTSBURGH, PA 15211 | UNITED CONCORDIA INSURANCE COMPANY | $3K | — | $3K | 7.56% |
| CENTRO BENEFITS RESEARCH LLC3 Filed as: CENTRO BENEFITS RESEARCH, LLC | 1301 GRANDVIEW AVE STE 400 KIRKWOOD, MO 63122 | UNITED CONCORDIA INSURANCE COMPANY | $2K | — | $2K | 5.02% |
| DAVID E HAUCK3 | 5125 SHORELINE WAY VERMILLION, OH 44089 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | — | $4K | 25.34% |
| BARBARA BAXTER DEJOHN3 | 1154 TIDEWOOD DRIVE BETHEL PARK, PA 15102 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $59 | $4K | 23.66% |
| TIMOTHY J SLATER3 | 466 CARNEGIE DRIVE PITTSBURGH, PA 15243 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $812 | $150 | $962 | 6.15% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF PA, LLC. | TRIMONT PLAZA PITTSBURGH, PA 15211 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $846 | — | $846 | 5.41% |
| HAGER LANG SETTINA INC.3 Filed as: HAGER LANG SETTINA, INC. | 7500 BROOK TREE RD WEXFORD, PA 15090 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $237 | — | $237 | 1.51% |
| SARA MARIE BRYER3 | 1201 CLARIDGE ELLIOT ROAD JEANNETTE, PA 15644 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $20 | — | $20 | 0.13% |
| ARICK MARTIN3 | 427 S. MEADOWCROFT AVE PITTSBURGH, PA 15228 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $16 | — | $16 | 0.10% |
| WILLIAM E GOOD3 | 545 TOM SAWYER RD DRIPPING SPRINGS, TX 78620 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 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 | 342 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 7 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 351 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | HIGHMARK, INC. | 296 | $1.3M |
| Dental | UNITED CONCORDIA INSURANCE COMPANY | 254 | $38K |
| Vision | HIGHMARK, INC. | 296 | $1.3M |
| Life insurance | HARTFORD LIFE AND ACCIDENT | 593 | $91K |
| Short-term disability | HARTFORD LIFE AND ACCIDENT | 593 | $91K |
| Long-term disability | HARTFORD LIFE AND ACCIDENT | 593 | $91K |
| Prescription drug | HIGHMARK, INC. | 296 | $1.3M |
| Other(2 contracts, 2 carriers) | HARTFORD LIFE AND ACCIDENT | 593 | $107K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 593 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.