| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP A MARSH MCLENNAN | AGENCY, LLC COMPANY 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | SUN LIFE ASSURANCE COMPANY OF CANADA | $14K | — | $14K | 2.50% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP, A MARSH MCLENNAN | AGENCY, LLC COMPANY 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | SUN LIFE ASSURANCE COMPANY OF CANADA | $12K | — | $12K | 2.50% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP A MARSH MCLENNAN | AGENCY, LLC COMPANY 2300 RENAISSANCE BLVD KONG OF PRUSSIA, PA 19406 | SUN LIFE ASSURANCE COMPANY OF CANADA | $10K | — | $10K | 2.50% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP, A MARSH MCLENNAN | AGENCY, LLC COMPANY 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | EYEMED VISION CARE | $18K | — | $18K | 5.08% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP, A MARSH & MCLENNAN | AGENCY, LLC COMPANY 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | EYEMED VISION CARE | $6K | — | $6K | 4.43% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP, A MARSH & MCLENNAN | AGENCY, LLC COMPANY 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | SUN LIFE ASSURANCE COMPANY OF CANADA | $4K | $9K | $13K | 13.50% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP A MARSH MCLENNAN | AGENCY, LLC COMPANY 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | ZURICH AMERICAN INSURANCE COMPANY | $4K | — | $4K | 10.00% |
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 | 20,148 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 38 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 20,186 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN OF NORTHWEST | 58 | $375K |
| Vision(2 contracts) | EYEMED VISION CARE | 6,144 | $483K |
| Life insurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 5,198 | $397K |
| Short-term disability(2 contracts) | SUN LIFE ASSURANCE COMPANY OF CANADA | 4,535 | $562K |
| Long-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 2,098 | $564K |
| Prescription drug | KAISER FOUNDATION HEALTH PLAN OF NORTHWEST | 58 | $375K |
| Other | ZURICH AMERICAN INSURANCE COMPANY | 20,148 | $37K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 20,148 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.