| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 | 755 W BIG BEAVER RD STE 2300 TROY, MI 48084 | SECURIAN LIFE INSURANCE COMPANY | $78K | — | $78K | 4.44% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP A MARSH & MCLENNAN | 2300 RENAISSANCE BLD KING OF PRUSSIA, PA 19406 | SECURIAN LIFE INSURANCE COMPANY | $0 | $39K | $39K | 2.24% |
| MARSH & MCLENNAN AGENCY LLC | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | HARTFORD LIFE AND ACCIDENT | $26K | — | $26K | 3.00% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH MCLENNAN AGENCY LLC | 100 FRONT ST STE 800 WORCESTER, MA 01608 | HARTFORD LIFE AND ACCIDENT | — | $21K | $21K | 2.46% |
| MARSH & MCLENNAN AGENCY LLC3 | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | HARTFORD LIFE AND ACCIDENT | — | $2K | $2K | 0.26% |
| MARSH & MCLENNAN AGENCY LLC Filed as: TRION GROUP, A MARSH MCLENNAN AGENC | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $7K | $388 | $8K | 2.28% |
| WORKPLACE SOLUTIONS, INC. | 120-A GILLS CREEK PKWY COLUMBIA, SC 29209 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $6K | — | $6K | 1.83% |
| PREMIER INSURANCE MANAGEMENT Filed as: PREMIER INSURANCE MANAGEMENT SERVIC | 12707 HIGH BLUFF DR STE 140 SAN DIEGO, CA 92130 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $557 | — | $557 | 0.17% |
| PREMIER INSURANCE MANAGEMENT Filed as: PREMIER INSURANCE MANAGEMENT SERVIC | 12544 HIGH BLUFF DR. STE 430 SAN DIEGO, CA 92130 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $110 | — | $110 | 0.03% |
| MARSH & MCLENNAN AGENCY LLC Filed as: MARSH & MCLENNAN AGENCY LLC HQ | 360 HAMILTON AVE STE 930 WHITE PLAINS, NY 10601 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $0 | — | $0 | 0.00% |
| PELUSO, CHARLES B Filed as: PELUSO, CHARLES, B | 120 GILLS CREEK PARKWAY COLUMBIA, SC 29209 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | — | $0 | 0.00% |
| MARSH & MCLENNAN AGENCY LLC Filed as: TRION GROUP, A MARSH MCLENNAN AGENC | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $15K | $885 | $16K | 9.13% |
| WORKPLACE SOLUTIONS, INC. | 120-A GILLS CREEK PKWY COLUMBIA, SC 29209 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $7K | — | $7K | 4.09% |
| PREMIER INSURANCE MANAGEMENT Filed as: PREMIER INSURANCE MANAGEMENT SERVIC | 12544 HIGH BLUFF DR STE 430 SAN DIEGO, CA 92130 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $368 | — | $368 | 0.22% |
| MARSH & MCLENNAN AGENCY LLC Filed as: MARSH & MCLENNAN AGENCY LLC HQ | 360 HAMILTON AVE STE 930 WHITE PLAINS, NY 10601 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | — | $0 | 0.00% |
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 | 10,980 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 103 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 11,083 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | SUMMACARE, INC | 12,550 | $2.1M |
| Dental | DELTA DENTAL OF OHIO | 10,597 | $3.5M |
| Vision | VISION SERVICE PLAN | 4,699 | $1.0M |
| Life insurance | SECURIAN LIFE INSURANCE COMPANY | 10,980 | $1.8M |
| Long-term disability | HARTFORD LIFE AND ACCIDENT | 6,225 | $874K |
| Other(2 contracts, 2 carriers) | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | 1,407 | $500K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 12,550 | — |
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.