| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH USA INC DBA TRION GROUP, MMC | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $129K | — | $129K | 3.34% |
| AXA ASSISTANCE, USA5 | 122 SOUTH MICHIGAN AVENUE SUITE 1100 CHICAGO, IL 606036115 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $0 | $4K | $4K | 0.11% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY LLC TRION G | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | $101K | — | $101K | 5.00% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY LLC TRION G | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | $3K | — | $3K | 4.98% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUECROSS BLUESHIELD OF ILLINOIS EIN 36-1236610 CLAIM PROCESSOR | Claims processing Service code 12 | 300 EAST RANDOLPH STREET CHICAGO, IL 606015099 | $4.1M |
| LIBERTY LIFE ASSURANCE COMPANY OF B EIN 04-6076039 ASMINISTRATIVE SERVICES | Claims processing; Contract Administrator Service code 12 | — | $383K |
| METROPOLITAN LIFE INSURANCE COMPANY EIN 13-5581829 CLAIM PROCESSOR | Contract Administrator; Claims processing Service code 12 | 501 U.S. HIGHWAY 22, 2ND FLOOR - WE BRIDGEWATER, NJ 08807 | $325K |
| MARSH & MCLENNAN AGENCY LLC TRION G BROKER | Insurance agents and brokers Service code 22 | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | $20K |
| COMPSYCH EIN 35-3739783 THIRD PARTY ADMINISTRATI | Consulting (general) Service code 16 | 455 N. CITYFRONT PLAZA DRIVE CHICAGO, IL 606115322 | $17K |
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 | 9,543 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 53 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 60 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 9,656 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 8,939 | $3.9M |
| Short-term disability | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 8,939 | $3.9M |
| Long-term disability | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | 8,838 | $2.0M |
| Prescription drug | CVS CAREMARK | 15,670 | $11.7M |
| Stop-loss / reinsurancereinsurance | BLUECROSS BLUESHIELD OF ILLINOIS | 15,670 | $1.6M |
| Other | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | 622 | $51K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 15,670 | — |
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.