| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| WEINER INSURANCE, INC.3 | 13951 N SCOTTSDALE RD SUITE 131 SCOTTSDALE, AZ 852543454 | VISION SERVICE PLAN | $9K | — | $9K | 0.72% |
| BENEFITSTORE INC3 | 100 BENEFITFOCUS WAY CHARLESTON, SC 29492 | HARTFORD LIFE AND ACCIDENT | $126K | $4K | $129K | 19.84% |
| BENEFITSTORE INC3 | 100 BENEFITFOCUS WAY CHARLESTON, SC 29492 | HARTFORD LIFE AND ACCIDENT | $149K | $3K | $153K | 23.47% |
| CHICAGO FO WEINER INSURANCE3 | 13951 NORTH SCOTTSDALE ROAD SCOTTSDALE, AZ 85254 | AETNA LIFE INSURANCE CO. | $21K | — | $21K | 3.84% |
| BENEFITSTORE INC3 | 100 BENEFITFOCUS WAY CHARLESTON, SC 29492 | HARTFORD LIFE AND ACCIDENT | $102K | $3K | $105K | 21.08% |
| RX FINANCIAL RESOURCES, INC3 Filed as: RX FINANCIAL RESOURCES INC | 340 W BUTTERFIELD SUITE LLE ELMHURST, IL 60126 | STANDARD INSURANCE COMPANY | $4K | — | $4K | 6.96% |
| JAME J WALLACE3 | 53 THORNHILL CT BURR RIDGE, IL 60527 | STANDARD INSURANCE COMPANY | $120 | — | $120 | 0.19% |
| WALT SZADZINSKI & ASSOCIATES LTD3 | 4 OAKBROOK CLUB DR G 304 OAKBROOK, IL 60523 | STANDARD INSURANCE COMPANY | $120 | — | $120 | 0.19% |
| RX FINANCIAL RESOURCES, INC3 | 340 W BUTTERFIELD RD SUITE LE ELMHURST, IL 601265069 | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $2K | $0 | $2K | 7.98% |
| WALT SZADZINSKI & ASSOC LTD3 | 785 S PROSPECT AVE ELMHURST, IL 601264816 | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $164 | $0 | $164 | 0.84% |
| GREGORY A MCROBERTS3 | 900 E 96TH STREET SUITE 300 INDIANAPOLIS, IN 462403876 | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $0 | $62 | $62 | 0.32% |
| DAVID A PEARRE3 | 101 WAUKEGAN RD SUITE 990 LAKE BLUFF, IL 600441687 | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $6 | $0 | $6 | 0.03% |
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 | 11,437 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 675 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 12,112 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental(2 contracts) | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (CIGNA) | 8,240 | $4.2M |
| Vision | VISION SERVICE PLAN | 8,246 | $1.2M |
| Life insurance(2 contracts) | HARTFORD LIFE AND ACCIDENT | 9,882 | $2.3M |
| Long-term disability(3 contracts, 3 carriers) | HARTFORD LIFE AND ACCIDENT | 8,382 | $2.8M |
| Other(4 contracts) | HARTFORD LIFE AND ACCIDENT | 9,882 | $2.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 9,882 | — |
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.