| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| DATTILO CONSULTING, INC.3 Filed as: DATTILO CONSULTING, INC | 7201 JUNIPER AVENUE EXCELSIOR, MN 55331 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $3K | — | $3K | — |
| FIDUCIA BENEFITS GROUP INC3 Filed as: FIDUCIA BENEFITS GROUP | 517 NW 4TH STREET BRAINERD, MN 56401 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $280 | — | $280 | — |
| DATTILO CONSULTING, INC.3 Filed as: DATTILO CONSULTING INC | 7201 JUNIPER AVENUE EXCELSIOR, MN 55331 | SUN LIFE ASSURANCE COMPANY OF CANADA | $14K | — | $14K | — |
| CUNDY, INC.3 Filed as: CUNDY INC | PO BOX 24080 FORT LAUDERDALE, FL 33307 | SUN LIFE ASSURANCE COMPANY OF CANADA | $157 | — | $157 | — |
| BENEFIT ADVISORS SERVICES GROUP LLC3 | 1120 SANCTUARY PKWY STE 375 ALPHARETTA, GA 30009 | SUN LIFE ASSURANCE COMPANY OF CANADA | $119 | — | $119 | — |
| DATTILO CONSULTING, INC.3 Filed as: DATTILO CONSULTING, INC | 7201 JUNIPER AVENUE EXCELSIOR, MN 55331 | DDMN ASO, LLC | $11K | — | $11K | — |
| DATTILO CONSULTING, INC.3 Filed as: DATTILO CONSULTING, INC | 7201 JUNIPER AVENUE EXCELSIOR, MN 55331 | MEDICA INSURANCE COMPANY | $29K | $3K | $33K | — |
| DATTILO CONSULTING, INC.3 Filed as: DATTILO CONSULTING, INC | 7201 JUNIPER AVENUE EXCELSIOR, MN 55331 | HEALTH VENTURES NETWORK INC | $5K | — | $5K | — |
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 | 1,662 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 1,662 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | MEDICA INSURANCE COMPANY | 1,657 | $0 |
| Dental | DDMN ASO, LLC | 1,672 | $0 |
| Vision | HEALTH VENTURES NETWORK INC | 814 | $0 |
| Life insurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 991 | $0 |
| Long-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 991 | $0 |
| Prescription drug | MEDICA INSURANCE COMPANY | 1,657 | $0 |
| Other | LIFE INSURANCE COMPANY OF NORTH AMERICA | 192 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,672 | — |
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.