| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP A MARSH & | MCLENNAN AGENCY LLC 2300 RENAISSANCE BLD US KING OF PRUSSIA, PA 19406 | SECURIAN LIFE INSURANCE COMPANY | $68K | $33K | $101K | 6.53% |
| MARSH & MCLENNAN AGENCY LLC3 | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | HARTFORD LIFE AND ACCIDENT | — | $23K | $23K | 2.94% |
| MARSH & MCLENNAN AGENCY LLC3 | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | HARTFORD LIFE AND ACCIDENT | $21K | — | $21K | 2.76% |
| MARSH & MCLENNAN AGENCY LLC3 | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | HARTFORD LIFE AND ACCIDENT | $2K | — | $2K | 0.24% |
| WORKPLACE SOLUTIONS, INC. | 120-A GILLS CREEK PKWY COLUMBIA, SC 29209 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $9K | — | $9K | 2.36% |
| MARSH & MCLENNAN AGENCY LLC Filed as: TRION GROUP, A MARSH MCLENNAN AGNCY | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $8K | $358 | $8K | 2.18% |
| PREMIER INSURANCE MGNT SVCS Filed as: PREMIER INSURANCE MGNT SVCS AGENCY | 12707 HIGH BLUFF DR. STE 140 SAN DIEGO, CA 92130 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $639 | — | $639 | 0.18% |
| PREMIER INSURANCE MGNT SVCS | 12544 HIGH BLUFF DR STE 430 SAN DIEGO, CA 92130 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $205 | — | $205 | 0.06% |
| MARSH & MCLENNAN AGENCY LLC Filed as: TRION GROUP, A MARSH | MCLENNAN AGENCY LLC 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $15K | $810 | $15K | 9.58% |
| WORKPLACE SOLUTIONS, INC. Filed as: WORKPLACE SOLUTIONS, INC | 120-A GILLS CREEK PKWY COLUMBIA, SC 29209 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $8K | $10 | $8K | 4.90% |
| PREMIER INSURANCE MGNT SVCS | 12544 HIGH BLUFF DR STE 430 SAN DIEGO, CA 92130 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $418 | — | $418 | 0.26% |
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 | 10,690 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 147 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 10,837 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts) | SUMMACARE, INC | 11,976 | $2.1M |
| Dental | DELTA DENTAL OF OHIO | 10,400 | $3.1M |
| Vision | VISION SERVICE PLAN | 4,547 | $916K |
| Life insurance(3 contracts, 3 carriers) | SECURIAN LIFE INSURANCE COMPANY | 10,690 | $2.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 11,976 | — |
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.