| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY LLC / CONSH | — | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (CIGNA) | $214K | $9K | $223K | 3.52% |
| MARSH & MCLENNAN AGENCY LLC3 | 8144 WALNUT HILL LANE 16TH FLOOR WALNUT GLEN TOWER DALLAS, TX 75231 | FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY | $5K | — | $5K | 3.16% |
| MARSH & MCLENNAN AGENCY LLC3 | 8144 WALNUT HILL LANE 16TH FLOOR WALNUT GLEN TOWER DALLAS, TX 75231 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $13K | $2K | $15K | 16.77% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLELLAN AGENCY LLC DBA MOM | 2500 BEE CAVE ROAD SUITE 125 AUSTIN, TX 78746 | VISION SERVICE PLAN | $2K | — | $2K | 2.80% |
| MARSH & MCLENNAN AGENCY LLC3 | 8144 WALNUT HILL LANE 16TH FLOOR WALNUT GLEN TOWER DALLAS, TX 75231 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $10K | $2K | $12K | 18.11% |
| MARSH & MCLENNAN AGENCY LLC3 | 8144 WALNUT HILL LANE 16TH FLOOR WALNUT GLEN TOWER DALLAS, TX 75231 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $5K | $983 | $6K | 9.91% |
| MARSH & MCLENNAN AGENCY LLC3 | 8144 WALNUT HILL LANE 16TH FLOOR WALNUT GLEN TOWER DALLAS, TX 75231 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $2K | $307 | $2K | 17.81% |
| MARSH & MCLENNAN AGENCY LLC3 | 2500 CITYWEST BOULEVARD SUITE 2400 HOUSTON, TX 77042 | METROPOLITAN LIFE INSURANCE COMPANY | $713 | $38 | $751 | 10.03% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN | 250 PEHLE AVENUE SUITE 400 PARK 80 PLAZA 2 SADDLE BROOK, NJ 07663 | METROPOLITAN LIFE INSURANCE COMPANY | — | $142 | $142 | 1.90% |
| MARSH & MCLENNAN AGENCY LLC3 | 6279 TRI RIDGE BOULEVARD SUITE 400 LOVELAND, OH 45140 | METROPOLITAN LIFE INSURANCE COMPANY | — | $3 | $3 | 0.04% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY LLC / CONSH | — | CIGNA DENTAL HEALTH OF CALIFORNIA, INC. | $271 | — | $271 | 4.66% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY LLC / CONSH | — | CIGNA DENTAL HEALTH OF FLORIDA, INC. | $231 | — | $231 | 4.59% |
| MARSH & MCLENNAN AGENCY LLC3 | 2500 CITYWEST BOULEVARD SUITE 2400 HOUSTON, TX 77042 | METROPOLITAN LIFE INSURANCE COMPANY | $250 | $38 | $288 | 8.05% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN | 250 PEHLE AVENUE SUITE 400 PARK 80 PLAZA 2 SADDLE BROOK, NJ 07663 | METROPOLITAN LIFE INSURANCE COMPANY | — | $47 | $47 | 1.31% |
| MARSH & MCLENNAN AGENCY LLC3 | 2500 CITYWEST BOULEVARD SUITE 2400 HOUSTON, TX 77042 | METROPOLITAN LIFE INSURANCE COMPANY | $229 | $38 | $267 | 7.77% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN | 250 PEHLE AVENUE SUITE 400 PARK 80 PLAZA 2 SADDLE BROOK, NJ 07663 | METROPOLITAN LIFE INSURANCE COMPANY | — | $43 | $43 | 1.25% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY LLC / CONSH | — | CIGNA DENTAL HEALTH OF ILLINOIS, INC. | $119 | — | $119 | 4.39% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY LLC / CONSH | — | CIGNA DENTAL HEALTH PLAN OF ARIZONA, INC. | $22 | — | $22 | 0.95% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY LLC / CONSH | — | CIGNA DENTAL HEALTH OF TEXAS, INC. | $114 | — | $114 | 4.90% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY LLC / CONSH | — | CIGNA DENTAL HEALTH OF NORTH CAROLINA, INC. | $93 | — | $93 | 4.80% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY LLC / CONSH | — | CIGNA DENTAL HEALTH OF VIRGINIA, INC. | $73 | — | $73 | 4.71% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY LLC / CONSH | — | CIGNA DENTAL HEALTH OF COLORADO, INC. | $50 | — | $50 | 4.30% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY LLC / CONSH | — | CIGNA DENTAL HEALTH OF MARYLAND, INC. | $7 | — | $7 | 0.90% |
| MARSH & MCLENNAN AGENCY LLC3 | 8144 WALNUT HILL LANE 16TH FLOOR WALNUT GLEN TOWER DALLAS, TX 75231 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $100 | $17 | $117 | 17.65% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY LLC / CONSH | — | CIGNA DENTAL HEALTH OF PENNSYLVANIA, INC. | $22 | — | $22 | 5.67% |
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 | 1,400 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 6 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,406 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (CIGNA) | 1,031 | $6.3M |
| Dental(11 contracts, 11 carriers) | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (CIGNA) | 1,031 | $6.4M |
| Vision | VISION SERVICE PLAN | 462 | $66K |
| Life insurance(2 contracts) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 1,257 | $99K |
| Short-term disability(2 contracts, 2 carriers) | FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY | 1,612 | $213K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 452 | $61K |
| Prescription drug | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (CIGNA) | 1,031 | $6.3M |
| Other(9 contracts, 3 carriers) | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (CIGNA) | 1,257 | $6.6M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,612 | — |
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.