| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | CONTINENTAL AMERICAN INSURANCE COMPANY | $0 | — | $0 | 0.00% |
| GCG FINANCIAL LLC3 Filed as: ALERA GROUP, INC. | 5805 SEPULVEDA BLVD. STE. 500 SHERMAN OAKS, CA 91411 | CONTINENTAL AMERICAN INSURANCE COMPANY | $0 | — | $0 | 0.00% |
| ASSUREDPARTNERS3 Filed as: SIMKISS & BLOCK | 1041 OLD CASSATT ROAD BERWYN, PA 19312 | CONTINENTAL AMERICAN INSURANCE COMPANY | $0 | — | $0 | 0.00% |
| MARSH & MCLENNAN AGENCY LLC3 | 825 MARYVILLE CENTRE DRIVE SUITE 200 CHESTERFIELD, MO 63017 | HARTFORD LIFE AND ACCIDENT | $6K | — | $6K | 9.33% |
| ASSUREDPARTNERS3 Filed as: SIMKISS & BLOCK, AN | ALERA GROUP AGENCY, LLC 1041 OLD CASSATT ROAD BERWYN, PA 19312 | HARTFORD LIFE AND ACCIDENT | $4K | — | $4K | 6.79% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: J.W. TERRILL, A MARSH & MCLENNAN | AGENCY 825 MARYVILLE CENTRE DR STE 200 CHESTERFIELD, MO 630175942 | UNITEDHEALTHCARE INSURANCE COMPANY | $3K | — | $3K | 5.86% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 412703 BOSTON, MA 02441 | UNITEDHEALTHCARE INSURANCE COMPANY | $0 | $2K | $2K | 3.04% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY, LLC | 825 MARYVILLE CENTRE DRIVE SUITE 200 CHESTERFIELD, MO 63017 | ZURICH AMERICAN INSURANCE COMPANY | $0 | — | $0 | 0.00% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY | 825 MARYVILLE CENTRE DRIVE SUITE 200 ST. LOUIS, MO 63017 | ACE AMERICAN INSURANCE COMPANY | $1K | — | $1K | 20.00% |
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 | 304 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 308 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | HARTFORD LIFE AND ACCIDENT | 75 | $61K |
| Vision | UNITEDHEALTHCARE INSURANCE COMPANY | 542 | $50K |
| Life insurance | CONTINENTAL AMERICAN INSURANCE COMPANY | 321 | $193K |
| Short-term disability | CONTINENTAL AMERICAN INSURANCE COMPANY | 321 | $193K |
| Long-term disability | CONTINENTAL AMERICAN INSURANCE COMPANY | 321 | $193K |
| Other(4 contracts, 4 carriers) | CONTINENTAL AMERICAN INSURANCE COMPANY | 376 | $278K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 542 | — |
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.