| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 222 BLOOMINGDALE ROAD SUITE 401 WHITE PLAINS, NY 10605 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $22K | $0 | $22K | 3.79% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCES SERVICES INC | 101 PARK AVE 14TH FL NEW YORK, NY 10178 | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $1K | $0 | $1K | 1.38% |
| JOHN V NAJARIAN3 | 3917 WOODLAKE DRIVE BONITA SPRINGS, FL 34134 | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $795 | $0 | $795 | 0.92% |
| RICHARD T NOLAN3 | 3730 N OCEAN DRIVE UNIT 11A RIVIERA BEACH, FL 33404 | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $87 | $0 | $87 | 0.10% |
| GEORGE R KOROGHLIAN3 | 250 PEHLE AVE SUITE 405 SADDLE BROOK, NJ 07663 | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $86 | $0 | $86 | 0.10% |
| ANDREW S BLUESTONE3 | 50 HART STREET RAMSEY, NJ 07446 | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $54 | $0 | $54 | 0.06% |
| STEPHEN L GROSSMAN3 | 250 WEST 34TH STREET ONE PENN PLAZA SUITE 2035 NEW YORK, NY 10119 | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $0 | $21 | $21 | 0.02% |
| WILLIAM WHICHER3 Filed as: WILLIAM H WHICHER | 11 KEENAN PLACE GARDEN CITY, NY 11530 | AFLAC | $627 | $0 | $627 | 5.09% |
| PATRICK RUHLE3 | 200 GARDEN CITY PLAZA SUITE 410 GARDEN CITY, NY 11530 | AFLAC | $244 | $0 | $244 | 1.98% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 101 PARK AVENUE 14TH FLOOR NEW YORK, NY 10178 | AFLAC | $217 | $0 | $217 | 1.76% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 320 W 57TH STREET FL 3 NEW YORK, NY 10019 | AFLAC | $210 | $0 | $210 | 1.70% |
| TRACY MCCULLOCH3 | 1735 GORMLEY AVENUE MERRICK, NY 11566 | AFLAC | $119 | $0 | $119 | 0.97% |
| BRIAN WHITE3 | 6 COWDIN LANE CHAPPAQUA, NY 10514 | AFLAC | $109 | $0 | $109 | 0.88% |
| AMY MEADOW3 | 460 E 79TH STREET APT 15A NEW YORK, NY 10075 | AFLAC | $68 | $0 | $68 | 0.55% |
| KENNETH C MEIER CORP3 | 19 MARKWOOD ROAD GARDEN CITY, NY 11530 | AFLAC | $63 | $0 | $63 | 0.51% |
| JAMES ROBERT CONFORT3 | 3 SUNSET LANE GARDEN CITY, NY 11530 | AFLAC | $42 | $0 | $42 | 0.34% |
| CHRISTOPHER TARI3 | 80 N CENTRE AVE APT PH416 ROCKVILLE CENTRE, NY 11570 | AFLAC | $40 | $0 | $40 | 0.32% |
| SHARON A MARTIN-TOUSSAINT3 | 231 PRIMROSE AVENUE MOUNT VERNON, NY 10552 | AFLAC | $39 | $0 | $39 | 0.32% |
| JASON SALLEMI3 | 302 MONROE STREET APT 4B HOBOKEN, NJ 07030 | AFLAC | $28 | $0 | $28 | 0.23% |
| IVAN M SERVAIS3 Filed as: IVAN M SERVIAS | 14 WALL STREET SUITE 8C NEW YORK, NY 10005 | AFLAC | $16 | $0 | $16 | 0.13% |
| ANTHONY S ALMODOVAR3 Filed as: ANTHONY R ORGERA INC | 14 WALL STREET SUITE 8C NEW YORK, NY 10005 | AFLAC | $16 | $0 | $16 | 0.13% |
| BENITO A ROTONDI II INC3 | 23 PINE RIDGE ROAD SARATOGA SPRINGS, NY 12866 | AFLAC | $14 | $0 | $14 | 0.11% |
| DOUGLAS MEIER3 Filed as: DOUGLAS R MEIER | 23 ROCKLEDGE TER POMPTON PLAINS, NJ 07444 | AFLAC | $13 | $0 | $13 | 0.11% |
| ELIZABETH SARAH IMPERIAL3 | 120 LINCOLN ST GARDEN CITY, NY 11530 | AFLAC | $5 | $0 | $5 | 0.04% |
| WILLIAM WHICHER3 | 11 KEENAN PLACE GARDEN CITY, NY 11530 | AFLAC | $299 | $0 | $299 | 3.27% |
| MARCO A ERAZO3 | 4160 SW 152ND AVENUE MIRAMAR, FL 33027 | AFLAC | $187 | $0 | $187 | 2.05% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 701 B STREET 6TH FLOOR SAN DIEGO, CA 92101 | AFLAC | $160 | $0 | $160 | 1.75% |
| MAXIMO CABRERA3 | 4353 W WHITEWATER AVE WESTON, FL 33332 | AFLAC | $74 | $0 | $74 | 0.81% |
| PATRICK R RUHLE3 | 200 GARDEN CITY PLZ STE 410 GARDEN CITY, NY 11530 | AFLAC | $63 | $0 | $63 | 0.69% |
| BRIAN WHITE3 Filed as: BRIAN M WHITE | 6 COWDIN LN CHAPPAQUA, NY 10514 | AFLAC | $62 | $0 | $62 | 0.68% |
| JAVIER ORTIZ3 | 9620 NE 2ND AVE STE 203 MIAMI SHORES, FL 33138 | AFLAC | $46 | $0 | $46 | 0.50% |
| KENNETH C MEIER CORP3 Filed as: KENNETH C MEIER | 19 MARKWOOD ROAD FOREST HILLS, NY 11375 | AFLAC | $45 | $0 | $45 | 0.49% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 101 PARK AVE FL 14 NEW YORK, NY 10178 | AFLAC | $32 | $0 | $32 | 0.35% |
| DARLENE ANITA SANDERS3 | 5179 JACZKO LANE APT B WEST PALM BEACH, FL 33415 | AFLAC | $28 | $0 | $28 | 0.31% |
| CHRISTOPHER TARI3 Filed as: CHRISTOPHER J TARI | 80 N CENTRE AVE APT PH416 ROCKVILLE CENTRE, NY 11570 | AFLAC | $24 | $0 | $24 | 0.26% |
| JAMES ROBERT CONFORT3 | 3 SUNSET LN GARDEN CITY, NY 11530 | AFLAC | $24 | $0 | $24 | 0.26% |
| SHERRY M SMITH3 | 4388 WAXWING CT BOYNTON BEACH, FL 33436 | AFLAC | $15 | $0 | $15 | 0.16% |
| C HUDSON AND ASSOCIATES3 | 2843 TWIN PINE RD THOMSON, GA 30824 | AFLAC | $7 | $0 | $7 | 0.08% |
| BENITO A ROTONDI II INC3 Filed as: BENITO A ROTONDI II | 23 PINE RIDGE RD SARATOGA SPRINGS, NY 12866 | AFLAC | $6 | $0 | $6 | 0.07% |
| TRUST MANAGEMENT GROUP3 Filed as: TRUST MANAGEMENT GROUP, INC. | 610 CRESCENT EXECUTIVE CT STE 524 LAKE MARY, FL 32746 | AFLAC | $6 | $0 | $6 | 0.07% |
| J W GRIMES INC3 Filed as: JW GRIMES INC | 6165 WATERFORD RD COLUMBUS, GA 31904 | AFLAC | $5 | $0 | $5 | 0.05% |
| SUWAT ASSAWAMATIYANONT3 | 8171 HAMPTON WOOD RD BOCA RATON, FL 33433 | AFLAC | $4 | $0 | $4 | 0.04% |
| LELAND E MCCRAVY3 | 9736 SPYGLASS DR VILLA RICA, GA 30180 | AFLAC | $4 | $0 | $4 | 0.04% |
| FRANK ROBERT SOBOCINSKI3 | 528 SWEET BAY CIR JUPITER, FL 33458 | AFLAC | $2 | $0 | $2 | 0.02% |
| WILLIS TOWERS WATSON US LLC3 Filed as: JOSEPH H WILLIS JR | 1431 NE 55TH ST FORT LAUDERDALE, FL 33334 | AFLAC | $2 | $0 | $2 | 0.02% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS, LLC | 1166 AVENUE OF THE AMERICAS NEW YORK, NY 10036 | AXIS INSURANCE COMPANY | $867 | $0 | $867 | 25.00% |
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 | 772 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 57 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 44 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 873 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 772 | $573K |
| Short-term disability | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 772 | $573K |
| Long-term disability(2 contracts, 2 carriers) | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 772 | $659K |
| Other(4 contracts, 3 carriers) | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 772 | $597K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 772 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.