| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HP PLANNING LLC3 | 535 CONNECTICUT AVE STE 502 NORWALK, CT 06854 | HARVARD PILGRIM HEALTH CARE | $14K | — | $14K | 3.58% |
| HP PLANNING LLC3 | 535 CONNECTICUT AVE STE 502 NORWALK, CT 06854 | HARVARD PILGRIM HEALTH CARE | $12K | — | $12K | 3.58% |
| HP PLANNING LLC3 | 25 HARVARD STREET WORCESTER, MA 01609 | AMERITAS LIFE INSURANCE CORP. | $3K | $143 | $3K | 4.64% |
| HP PLANNING LLC3 | DBA AISLING PARTNERS 535 CONNECTICUT AVE STE 502 NORWALK, CT 06854 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $729 | $196 | $925 | 12.70% |
| BENEFIT ADVISORS NETWORK LLC3 Filed as: BENEFIT ADVISORS NETWORK | 6830 COCHRAN RD SOLON, OH 44139 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $87 | $87 | 1.19% |
| HP PLANNING LLC3 | DBA AISLING PARTNERS 535 CONNECTICUT AVE STE 502 NORWALK, CT 06854 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $497 | $715 | $1K | 21.58% |
| BENEFIT ADVISORS NETWORK LLC3 | 6830 COCHRAN ROAD SOLON, OH 44139 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $238 | $238 | 4.24% |
| HP PLANNING LLC3 | DBA AISLING PARTNERS 535 CONNECTICUT AVE STE 502 NORWALK, CT 06854 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $760 | $534 | $1K | 25.53% |
| BENEFIT ADVISORS NETWORK LLC3 | 6830 COCHRAN ROAD SOLON, OH 44139 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $183 | $183 | 3.61% |
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 | 55 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 55 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | HARVARD PILGRIM HEALTH CARE | 55 | $738K |
| Dental | AMERITAS LIFE INSURANCE CORP. | 112 | $62K |
| Vision | AMERITAS LIFE INSURANCE CORP. | 112 | $62K |
| Life insurance | RELIANCE STANDARD LIFE INSURANCE COMPANY | 17 | $7K |
| Short-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 58 | $6K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 60 | $5K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 112 | — |
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.