| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 | 20 N. MARTINGALE RD., STE. 100 SCHAUMBURG, IL 60173 | BLUECROSS BLUESHIELD OF ILLINOIS | $52K | $2K | $54K | 4.12% |
| MARSH & MCLENNAN AGENCY LLC3 | PARK 80 WEST PLAZA 2 SADDLE BROOK, NJ 07663 | AETNA LIFE INSURANCE COMPANY | $6K | $0 | $6K | 4.95% |
| MARSH & MCLENNAN AGENCY LLC3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | DEARBORN LIFE INSURANCE COMPANY | $4K | $2K | $6K | 7.40% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 350 CONSHOHOCKEN, PA 19428 | SUN LIFE ASSURANCE COMPANY OF CANADA | $355 | $358 | $713 | 1.32% |
| MARSH & MCLENNAN AGENCY LLC3 | 20 N. MARTINGALE RD., STE. 100 SCHAUMBURG, IL 60173 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $33 | $2K | 8.98% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN | 250 PEHLE AVE, STE. 400 PARK 80 PLAZA 2 SADDLE BROOK, NJ 07663 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $280 | $280 | 1.09% |
| JENNON CARUTH3 | PO BOX 46122 EDEN PRAIRIE, MN 55344 | METROPOLITAN LIFE INSURANCE COMPANY | $193 | $0 | $193 | 0.75% |
| MARSH & MCLENNAN AGENCY LLC3 | 6279 TRI RIDGE BLVD, STE 400 LOVELAND, OH 45140 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $11 | $11 | 0.04% |
| MARSH & MCLENNAN AGENCY LLC3 | 20 N. MARTINGALE RD., STE. 100 SCHAUMBURG, IL 60173 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | $33 | $1K | 9.25% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN | 250 PEHLE AVE STE 400 PARK 80 PLAZA 2 SADDLE BROOK, NJ 07663 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $157 | $157 | 1.07% |
| MARSH & MCLENNAN AGENCY LLC3 | 6279 TRI RIDGE BLVD, STE 400 LOVELAND, OH 45140 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $7 | $7 | 0.05% |
| JENNON CARUTH3 | 7825 WASHINGTON AVE S STE. 170 MINNEAPOLIS, MN 55439 | METROPOLITAN LIFE INSURANCE COMPANY | $2 | $0 | $2 | 0.01% |
| MARSH & MCLENNAN AGENCY LLC3 | 20 N. MARTINGALE RD., STE. 100 SCHAUMBURG, IL 60173 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | $33 | $1K | 11.64% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN | 250 PEHLE AVE., STE. 400 PARK 80 PLAZA 2 SADDLE BROOK, NJ 07663 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $112 | $112 | 1.18% |
| JENNON CARUTH3 | PO BOX 46122 EDEN PRAIRIE, MN 55344 | METROPOLITAN LIFE INSURANCE COMPANY | $5 | $0 | $5 | 0.05% |
| MARSH & MCLENNAN AGENCY LLC3 | 6279 TRI RIDGE BLVD, STE 400 LOVELAND, OH 45140 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $5 | $5 | 0.05% |
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 | 146 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 147 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | BLUECROSS BLUESHIELD OF ILLINOIS | 199 | $1.4M |
| Dental(2 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 199 | $169K |
| Vision(2 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 199 | $121K |
| Life insurance | DEARBORN LIFE INSURANCE COMPANY | 127 | $81K |
| Short-term disability | DEARBORN LIFE INSURANCE COMPANY | 127 | $81K |
| Other(4 contracts, 2 carriers) | DEARBORN LIFE INSURANCE COMPANY | 127 | $131K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 199 | — |
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.