| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES NATIONAL INC | 600 HIGHWAY 169 SOUTH SUITE 1200 ST LOUIS PARK, MN 55426 | AETNA HEALTH, INC. | $61K | — | $61K | 4.00% |
| PLANSOURCE BENEFITS ADMINISTRATION3 Filed as: PLANSOURCE HOLDINGS INC | 101 S GARLAND AVE STE 203 ORLANDO, FL 32801 | AETNA HEALTH, INC. | -$10K | — | -$10K | -0.68% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES NATIONAL INC | 600 HIGHWAY 169 SOUTH SUITE 1200 ST LOUIS PARK, MN 55426 | AETNA LIFE INSURANCE CO | $17K | — | $17K | 4.06% |
| PLANSOURCE BENEFITS ADMINISTRATION3 Filed as: PLANSOURCE HOLDINGS INC | 101 S GARLAND AVE STE 203 ORLANDO, FL 32801 | AETNA LIFE INSURANCE CO | -$2K | — | -$2K | -0.41% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES NATIONAL INC | 21250 HAWTHORNE BLVD STE 600 TORRANCE, CA 90503 | METROPOLITAN LIFE INSURNACE COMPANY | $7K | $60 | $7K | 5.21% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES NATIONAL INC | 1018 W 9TH AVE STE 100 KING OF PRUSSIA, PA 19406 | METROPOLITAN LIFE INSURNACE COMPANY | $0 | $1K | $1K | 1.03% |
| MJ INSURANCE3 Filed as: VARIOUS AGENTS (19) | — | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7K | $85 | $8K | 9.72% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES NATIONAL INC | 21250 HAWTHORNE BLVD STE 600 TORRANCE, CA 90503 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORORATION | $1K | $0 | $1K | 4.35% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES NATIONAL INC | 1018 W 9TH AVE STE 100 KING OF PRUSSIA, PA 19406 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORORATION | $0 | $360 | $360 | 1.43% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES NATIONAL INC | 21250 HAWTHORNE BLVD STE 600 TORRANCE, CA 90503 | EYEMED VISION CARE - FIDELITY SECURITY LIFE INSURANCE COMPANY | $2K | — | $2K | 6.16% |
| USI INSURANCE SERVICES LLC3 | 21250 HAWTHORNE BLVD. STE 600 TORRANCE, CA 90503 | EYEMED VISION CARE - FIDELITY SECURITY LIFE INSURANCE COMPANY | $770 | — | $770 | 3.10% |
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 | 445 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 2 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 447 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | AETNA LIFE INSURANCE CO | 58 | $442K |
| Dental(3 contracts, 3 carriers) | METROPOLITAN LIFE INSURNACE COMPANY | 445 | $169K |
| Vision(2 contracts, 2 carriers) | EYEMED VISION CARE - FIDELITY SECURITY LIFE INSURANCE COMPANY | 277 | $37K |
| Life insurance | METROPOLITAN LIFE INSURNACE COMPANY | 445 | $132K |
| Other(3 contracts, 3 carriers) | METROPOLITAN LIFE INSURNACE COMPANY | 445 | $221K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 445 | — |
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.