| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| C. T. HELLMUTH & ASSOCIATES, INC.3 Filed as: C.T. HELLMUTH & ASSOCIATES, INC. | 8401 CONNECTICUT AVENUE CHEVY CHASE, MD 20815 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $84K | $61K | $145K | 4.00% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: WELLS FARGO INS SERVICES USA INC. | — | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $27 | $27 | 0.00% |
| C. T. HELLMUTH & ASSOCIATES, INC.3 Filed as: CT HELLMUTH & ASSOCIATES | — | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $26 | $26 | 0.00% |
| C. T. HELLMUTH & ASSOCIATES, INC.3 | 8401 CONNECTICUT AVENUE CHEVY CHASE, MD 20815 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $96K | $39K | $135K | 9.92% |
| JS BENEFITS INC3 Filed as: JS BENEFITS INC. | 3800 COLONNADE PKWY,STE 540 BIRMINGHAM, AL 35243 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $147 | $103 | $250 | 0.02% |
| DANIEL T JOHNSON3 | 3800 COLONNADE PKWY BIRMINGHAM, AL 35243 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $45 | — | $45 | 0.00% |
| C. T. HELLMUTH & ASSOCIATES, INC.3 Filed as: CT HELLMUTH & ASSOCIATES INC | — | PROVIDENT LIFE & CASUALTY INSURANCE COMPANY | $18K | $8K | $26K | 9.55% |
| FREDRICK WILLIAM HOWARTH3 Filed as: FREDRICK W HOWARTH III DBA TBG WEST | INSURANCE SERVICES CULVER CITY, CA 90230 | PROVIDENT LIFE & CASUALTY INSURANCE COMPANY | $1K | $722 | $2K | 0.74% |
| C. T. HELLMUTH & ASSOCIATES, INC.3 Filed as: C.T. HELLMUTH & ASSOCIATES, INC. | 8401 CONNECTICUT AVENUE CHEVY CHASE, MD 20815 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $13K | — | $13K | 10.00% |
| C. T. HELLMUTH & ASSOCIATES, INC.3 Filed as: C.T. HELLMUTH & ASSOCIATES, INC. | 8401 CONNECTICUT AVENUE CHEVY CHASE, MD 20815 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $6K | $1K | $7K | 12.32% |
| C. T. HELLMUTH & ASSOCIATES, INC.3 | 8401 CONNECTICUT AVENUE CHEVY CHASE, MD 20815 | METROPOLITAN LIFE INSURANCE COMPANY | $500 | — | $500 | 6.84% |
| J M LOGAN ADVISORY INC.3 | 800 3RD STREET, SUITE 300 HERNDON, VA 20170 | METROPOLITAN LIFE INSURANCE COMPANY | $190 | — | $190 | 2.60% |
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 | 1,833 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 101 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 4 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,938 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 12 | $133K |
| Dental(3 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 2,174 | $1.6M |
| Vision | VISION SERVICE PLAN | 1,082 | $233K |
| Life insurance | UNUM LIFE INSURANCE COMPANY OF AMERICA | 3,354 | $3.6M |
| Long-term disability(4 contracts, 4 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 3,354 | $5.3M |
| Other(3 contracts, 3 carriers) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 3,490 | $203K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,490 | — |
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.