| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| TRION GROUP, INC.3 Filed as: TRION GROUP | A MARSH AND MCLENNAN AGENCY 2300 RENAISSANCE BOULEVARD KING OF PRUSSIA, PA 19406 | CONTINENTAL AMERICAN INSURANCE COMPANY | $57K | — | $57K | 10.05% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY, LLC | PARK 80 WEST PLAZA TWO 250 PEHLE AVENUE, SUITE 400 SADDLE BROOK, NJ 07663 | CONTINENTAL AMERICAN INSURANCE COMPANY | $30K | — | $30K | 5.24% |
| PAUL M MARTINDALE3 | 10256 PRETTY CAKE TRAIL PLYMOUTH, IN 46563 | CONTINENTAL AMERICAN INSURANCE COMPANY | $4K | — | $4K | 0.65% |
| TONY E RICE3 | 5430 STERLING DRIVE APARTMENT 3 GRANGER, IN 46530 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 0.37% |
| DAVID J MCCLELLAN3 Filed as: DAVID KREMER | 3550 PARK PLACE W MISHAWAKA, IN 46545 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 0.27% |
| BRIAN WYNKOOP3 | 11380 GROOMS ROAD BLUE ASH, OH 45242 | CONTINENTAL AMERICAN INSURANCE COMPANY | $912 | — | $912 | 0.16% |
| NAVILLE & ASSOCIATES3 Filed as: NAVILLE AND ASSOCIATES | 14220 OVERBROOK DRIVE CARMEL, IN 46074 | CONTINENTAL AMERICAN INSURANCE COMPANY | $758 | — | $758 | 0.13% |
| JERAD C CROOKS3 | 3550 PARK PLACE DRIVE MISHAWAKA, IN 46565 | CONTINENTAL AMERICAN INSURANCE COMPANY | $565 | — | $565 | 0.10% |
| NAVILLE & ASSOCIATES3 Filed as: NAVILLE AND ASSOCIATES | 14220 OVERBROOK DRIVE CARMEL, IN 46074 | CONTINENTAL AMERICAN INSURANCE COMPANY | $465 | — | $465 | 0.08% |
| WILLIS TOWERS WATSON US LLC3 Filed as: BRENDA WILLIS | PO BOX 427 COLUMBIA, SC 29202 | CONTINENTAL AMERICAN INSURANCE COMPANY | $430 | — | $430 | 0.08% |
| BRUCE COHEN3 | 11922 BLUEBONNET LANE GRANGER, IN 46530 | CONTINENTAL AMERICAN INSURANCE COMPANY | $416 | — | $416 | 0.07% |
| GREGORY A MELTON3 | 4846 HUNTLEY COURT SOUTH BEND, IN 46614 | CONTINENTAL AMERICAN INSURANCE COMPANY | $409 | — | $409 | 0.07% |
| BERN MCGRANE3 | 24593 BELMAR DRIVE ELKHART, IN 46517 | CONTINENTAL AMERICAN INSURANCE COMPANY | $386 | — | $386 | 0.07% |
| TIMOTHY GUY HICKS3 Filed as: TIMOTHY G HICKS | PO BOX 329 MILFORD, IN 46542 | CONTINENTAL AMERICAN INSURANCE COMPANY | $339 | — | $339 | 0.06% |
| TED W NEFF3 | 53111 COUNTY MURRAY GRANGER, IN 46530 | CONTINENTAL AMERICAN INSURANCE COMPANY | $312 | — | $312 | 0.05% |
| TREVOR FENNELL3 Filed as: TREVOR R FENNELL | 133 WEST 22ND STREET NEW YORK, NY 10011 | CONTINENTAL AMERICAN INSURANCE COMPANY | $26 | — | $26 | 0.00% |
| TIMOTHY B ASBY3 | 9247 N MERIDAN STREET SUITE 205 INDIANAPOLIS, IN 46260 | CONTINENTAL AMERICAN INSURANCE COMPANY | $10 | — | $10 | 0.00% |
| TODD DEVOSS3 | 321 N CLARK STREET SUITE 625 CHICAGO, IL 60654 | CONTINENTAL AMERICAN INSURANCE COMPANY | $5 | — | $5 | 0.00% |
| KATIE J FLETCHER3 | 9247 N. MERIDIAN STREET INDIANAPOLIS, IN 46260 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2 | — | $2 | 0.00% |
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 | 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 |
|---|---|---|---|
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 5,696 | $1.5M |
| Other(3 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 5,696 | $2.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 5,696 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
Final-filing indicator set. Plan is winding down; don't waste sales effort here.