| 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 | $73K | $45K | $118K | 3.34% |
| USI INSURANCE SERVICES LLC3 Filed as: WELLS FARGO DBA USI INSURANCE | 1018 W 19TH AVENUE KING OF PRUSSIA, PA 19406 | METROPOLITAN LIFE INSURANCE COMPANY | — | $57 | $57 | 0.00% |
| C. T. HELLMUTH & ASSOCIATES, INC.3 | 8401 CONNECTICUT AVENUE CHEVY CHASE, MD 20815 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $91K | $39K | $130K | 10.02% |
| JS BENEFITS INC3 Filed as: JS BENEFITS INC. | 2200 LAKE SHORE DR., STE 215 BIRMINGHAM, AL 35209 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $119 | $143 | $262 | 0.02% |
| DANIEL T JOHNSON3 | 3800 COLONNADE PKWY, STE 540 BIRMINGHAM, AL 35243 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $36 | — | $36 | 0.00% |
| C. T. HELLMUTH & ASSOCIATES, INC.3 Filed as: CT HELLMUTH & ASSOCIATES INC | 8401 CONNECTICUT AVE, STE 501 CHEVY CHASE, MD 20815 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $22K | — | $22K | 2.50% |
| C. T. HELLMUTH & ASSOCIATES, INC.3 Filed as: CT HELLMUTH & ASSOCIATES INC | — | PROVIDENT LIFE & CASUALTY INSURANCE COMPANY | $18K | $7K | $25K | 9.58% |
| FREDRICK WILLIAM HOWARTH3 Filed as: FREDRICK W HOWARTH III DBA TBG WEST | 6077 BRISTOL WAY CULVER CITY, CA 90230 | PROVIDENT LIFE & CASUALTY INSURANCE COMPANY | $1K | $768 | $2K | 0.78% |
| 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 | $18K | — | $18K | 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 | $7K | — | $7K | 10.00% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER | 2405 GRAND BLVD, STE 900 KANSAS CITY, MO 64108 | ACE AMERICAN INSURANCE COMPANY | $10K | — | $10K | 18.93% |
| C. T. HELLMUTH & ASSOCIATES, INC.3 Filed as: CT HELLMUTH & ASSOCIATES INC | 8401 CONNECTICUT AVE, STE 501 CHEVY CHASE, MD 20815 | FIRST UNUM LIFE INSURANCE COMPANY | $305 | $190 | $495 | 2.97% |
| J M LOGAN ADVISORY INC.3 | 225 PRIMAVERA CIR STERLING, VA 20165 | METROPOLITAN LIFE INSURANCE COMPANY | $21 | — | $21 | 1.07% |
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 | 1,863 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 119 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,982 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 42 | $184K |
| Dental(3 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 2,148 | $1.6M |
| Vision | VISION SERVICE PLAN | 1,068 | $287K |
| Life insurance | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 1,722 | $862K |
| Short-term disability | FIRST UNUM LIFE INSURANCE COMPANY | 283 | $17K |
| Long-term disability(4 contracts, 4 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 1,569 | $5.1M |
| Other(3 contracts, 3 carriers) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 3,535 | $310K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,535 | — |
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.