| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLEGEANT LLC3 Filed as: ALLEGEANT, LLC | 1954 GREENSPRING DRIVE SUITE 640 LUTHVLE TIMON, MD 21093 | UNITEDHEALTHCARE INSURANCE COMPANY | $892 | — | $892 | 5.00% |
| MARK S DYSON3 | 9722 GROFFS MILL DRIVE SUITE 1004 OWINGS MILLS, MD 21117 | TRANSAMERICA LIFE INSURANCE COMPANY | $835 | — | $835 | 10.63% |
| JOSHUA M PINCUS SOKOLOFF3 Filed as: JOSHUA M PINCUS-SOKOLOFF | 1474 STEVENSON STREET BALTIMORE, MD 21230 | TRANSAMERICA LIFE INSURANCE COMPANY | $254 | — | $254 | 3.23% |
| ALLEGEANT LLC3 Filed as: ALLEGEANT, LLC | 1954 GREENSPRING DRIVE SUITE 640 TIMONIUM, MD 21093 | TRANSAMERICA LIFE INSURANCE COMPANY | $212 | — | $212 | 2.70% |
| M W E SOLUTIONS, INC.3 | 8370 VETERANS HIGHWAY SUITE 101 MILLERSVILLE, MD 21108 | TRANSAMERICA LIFE INSURANCE COMPANY | $94 | — | $94 | 1.20% |
| MID ATLANTIC BENEFITS GROUP LLC3 | 203 MARKET STREET SUITE 201 HAVRE DE GRACE, MD 21078 | TRANSAMERICA LIFE INSURANCE COMPANY | $23 | — | $23 | 0.29% |
| IMPACKTFUL BENEFITS SOLUTIONS LLC3 Filed as: IMPACKTFUL BENEFITSSOLUTIONS LLC | 6456 CONTINUAL DRIVE GLEN BURNIE, MD 21061 | TRANSAMERICA LIFE INSURANCE COMPANY | $15 | — | $15 | 0.19% |
| STEPHEN TANCREDI3 | 513 STEVENSON LANE TOWSON, MD 21286 | TRANSAMERICA LIFE INSURANCE COMPANY | $4 | — | $4 | 0.05% |
| MARY ANNE MILLS3 | 1003 RIVERSIDE DRIVE SALISBURY, MD 21801 | TRANSAMERICA LIFE INSURANCE COMPANY | $3 | — | $3 | 0.04% |
| HOWARD K BOWEN3 | 3616 SAND ROAD SNOW HILL, MD 21863 | TRANSAMERICA LIFE INSURANCE COMPANY | $1 | — | $1 | 0.01% |
| JUSTIN S BURTON3 | 5093 STONE BOUNDARY ROAD CAMBRIDGE, MD 21613 | TRANSAMERICA LIFE INSURANCE COMPANY | $1 | — | $1 | 0.01% |
| TYRIK E LEACH3 | 4614 EUGENE AVENUE BALTIMORE, MD 21206 | TRANSAMERICA LIFE INSURANCE COMPANY | $1 | — | $1 | 0.01% |
| MARK S DYSON3 | 11 BRAMPTON COURT REISTERSTOWN, MD 21136 | CONTINENTAL AMERICAN INSURANCE COMPANY | $468 | — | $468 | 23.96% |
| MALDEN SOLUTIONS LLC3 | 6100 CHEVY CHASE DRIVE SUITE 105 LAUREL, MD 20707 | CONTINENTAL AMERICAN INSURANCE COMPANY | $272 | — | $272 | 13.93% |
| JOSHUA M PINCUS SOKOLOFF3 Filed as: JOSHUA MARK PINCUS-SOKOLOFF | 1474 STEVENSON STREET BALTIMORE, MD 21230 | CONTINENTAL AMERICAN INSURANCE COMPANY | $79 | — | $79 | 4.05% |
| ALLEGEANT LLC3 Filed as: ALLEGEANT, LLC | 1954 GREENSPRING DRIVE SUITE 640 TIMONIUM, MD 21093 | CONTINENTAL AMERICAN INSURANCE COMPANY | $41 | — | $41 | 2.10% |
| DAVID G GRABNER3 Filed as: DAVID S SEIDENMAN | 2511 GAINSFORD ROAD TIMONIUM, MD 21093 | CONTINENTAL AMERICAN INSURANCE COMPANY | $14 | — | $14 | 0.72% |
| MELISSA WYMAN3 | 12701 FOUNDSTONE ROAD #301 GERMANTOWN, MD 20876 | CONTINENTAL AMERICAN INSURANCE COMPANY | $11 | — | $11 | 0.56% |
| STEPHEN TANCREDI3 | 513 STEVENSON LANE TOWSON, MD 21286 | CONTINENTAL AMERICAN INSURANCE COMPANY | $11 | — | $11 | 0.56% |
| TYNEKA PACK3 | 6456 CONTINENTAL DRIVE GLEN BURNIE, MD 21061 | CONTINENTAL AMERICAN INSURANCE COMPANY | $4 | — | $4 | 0.20% |
| MARY ANNE MILLS3 | 36839 BI STATE BOULEVARD DELMAR, DE 19940 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2 | — | $2 | 0.10% |
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 | 189 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 189 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | UNITEDHEALTHCARE INSURANCE COMPANY | 263 | $18K |
| Vision | UNITEDHEALTHCARE INSURANCE COMPANY | 263 | $18K |
| Life insurance | TRANSAMERICA LIFE INSURANCE COMPANY | 101 | $8K |
| Other | CONTINENTAL AMERICAN INSURANCE COMPANY | 107 | $2K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 263 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.