| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY LLC (TRION) | P.O. BOX 412703 BOSTON, MA 02241 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $95K | $74K | $169K | 15.09% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY LLC (TRION) | PO BOX 412703 BOSTON, MA 022412703 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $38K | — | $38K | 14.64% |
| MCKINLEY LIFE INS AGENCY LTD3 | 2600 6TH STREET SW CANTON, OH 44708 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $19K | — | $19K | 7.50% |
| TBX EMPLOYEE BENEFITS LLC3 Filed as: TBX EMPLOYEE BENEFITS, LLC | 7500 DALLAS PARKWAY STE 550 PLANO, TX 75024 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $13K | — | $13K | 5.05% |
| D'ANGELO, EVAN3 | N/A EGG HARBOR TOWNSHIP, NJ 08234 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $10K | — | $10K | 3.73% |
| NORTHWEST ENROLLX LLC3 | 7656 TWP RD 94 FINDLAY, OH 45840 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $4K | $4K | 1.64% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY LLC (TRION) | P.O. BOX 412703 BOSTON, MA 022412703 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $35K | — | $35K | 17.75% |
| MCKINLEY LIFE INS AGENCY LTD3 | 2600 6TH ST SW CANTON, OH 44708 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $15K | — | $15K | 7.50% |
| TBX EMPLOYEE BENEFITS LLC3 Filed as: TBX EMPLOYEE BENEFITS, LLC | 7500 DALLAS PARKWAY STE 550 PLANO, TX 75024 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $10K | — | $10K | 5.13% |
| D'ANGELO, EVAN3 | N/A EGG HARBOR TOWNSHIP, NJ 08234 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $5K | — | $5K | 2.78% |
| NORTHWEST ENROLLX LLC3 | 7656 TWP RD 94 FINDLAY, OH 45840 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $3K | $3K | 1.64% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY LLC (TRION) | PO BOX 412703 BOSTON, MA 022412703 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $25K | — | $25K | 14.62% |
| MCKINLEY LIFE INS AGENCY LTD3 | 2600 6TH STREET SW CANTON, OH 44708 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $13K | — | $13K | 7.50% |
| TBX EMPLOYEE BENEFITS LLC3 Filed as: TBX EMPLOYEE BENEFITS, LLC | 7500 DALLAS PARKWAY STE 550 PLANO, TX 75024 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $9K | — | $9K | 5.08% |
| D'ANGELO, EVAN3 | N/A EGG HARBOR TOWNSHIP, NJ 08234 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $6K | — | $6K | 3.71% |
| NORTHWEST ENROLLX LLC3 | 7656 TWP RD 94 FINDLAY, OH 45840 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $3K | $3K | 2.00% |
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 | 1,525 | 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) | 1,525 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Short-term disability(3 contracts) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 1,525 | $1.6M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,525 | — |
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.