| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 | 9171 TOWNE CENTRE DR., STE. 100 SAN DIEGO, CA 92122 | UNITEDHEALTHCARE INSURANCE COMPANY | $11K | $0 | $11K | 2.55% |
| EUCLID MANAGERS3 | 234 SPRING LAKE DR. ITASCA, IL 60143 | UNITEDHEALTHCARE INSURANCE COMPANY | $497 | $0 | $497 | 0.11% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE SRVCS | 75 W TOWNE RIDGE PKWY, STE 400 TOWER 2 SANDY, UT 84070 | UNITEDHEALTHCARE INSURANCE COMPANY | $68 | $0 | $68 | 0.02% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH JCS INC. | PO BOX 28198 NEW YORK, NY 10087 | UNITEDHEALTHCARE INSURANCE COMPANY | $15K | $0 | $15K | 3.66% |
| EUCLID MANAGERS3 | 234 SPRING LAKE DR. ITASCA, IL 60143 | UNITEDHEALTHCARE INSURANCE COMPANY | $6K | $0 | $6K | 1.61% |
| MARSH & MCLENNAN AGENCY LLC3 | 1 CHURCH ST., STE. 500 ROCKVILLE, MD 20850 | UNITEDHEALTHCARE INSURANCE COMPANY | $8K | $0 | $8K | 2.10% |
| CENTERSTONE INSURANCE AND FINANCIAL3 Filed as: CENTERSTONE INSURANCE MARYLAND | 501 FAIRMOUNT AVE., STE. 400 TOWSON, MD 21286 | UNITEDHEALTHCARE INSURANCE COMPANY | $4K | $0 | $4K | 0.98% |
| ANTHONY J BRUSCIA AND ASSOCIATES3 Filed as: ANTHONY J BRUSCIA & ASSOC INC. | 304 POULTNEY PL. NEW MARKET, MD 21774 | UNITEDHEALTHCARE INSURANCE COMPANY | $4K | $0 | $4K | 0.96% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH JCS INC. | PO BOX 28198 NEW YORK, NY 10087 | UNITEDHEALTHCARE INSURANCE COMPANY | $1K | $0 | $1K | 0.29% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH JCS INC. | 325 JOHN H MCCONNELL BLVD, STE 350 COLUMBUS, OH 43215 | BLUE CROSS BLUE SHIELD OF WISCONSIN | $16K | $0 | $16K | 6.33% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 2120 PEWAUKEE RD., SUITE 202 WAUKESHA, WI 53188 | BLUE CROSS BLUE SHIELD OF WISCONSIN | -$25 | $0 | -$25 | -0.01% |
| MARSH & MCLENNAN AGENCY LLC3 | 1 CHURCH ST., STE. 500 ROCKVILLE, MD 20850 | UNITEDHEALTHCARE INSURANCE COMPANY | $4K | $0 | $4K | 3.02% |
| CENTERSTONE INSURANCE AND FINANCIAL3 Filed as: CENTERSTONE INSURANCE MARYLAND | 501 FAIRMOUNT AVE., STE. 400 TOWSON, MD 21286 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | $0 | $2K | 1.24% |
| MARSH & MCLENNAN AGENCY LLC3 | 9171 TOWNE CENTRE DR., STE. 100 SAN DIEGO, CA 92122 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | $0 | $2K | 3.98% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE SVCS | 75 W TOWNE RIDGE PKWY, STE 400 TOWER 2 SANDY, UT 84070 | UNITEDHEALTHCARE INSURANCE COMPANY | $34 | $0 | $34 | 0.09% |
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 | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 0 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(6 contracts, 2 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 76 | $1.6M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 76 | — |
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.
Final-filing indicator set. Plan is winding down; don't waste sales effort here.