| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP, A MARSH MCLENNAN | AGENCY, LLC COMPANY 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | CAPITAL HEALTH PLAN | $57K | — | $57K | 2.76% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP, A MARSH MCLENNAN | AGENCY LLC COMPANY 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | METROPOLITAN LIFE INSURANCE COMPANY | — | $3K | $3K | 0.39% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP, A MARSH MCLEANNAN | AGENCY, LLC COMPANY 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | METROPOLITAN LIFE INSURANCE COMPANY | — | $3K | $3K | 0.46% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP, A MARSH MCLENNAN | AGENCY, LLC COMPANY 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | BLUE CROSS BLUE SHIELD OF FLORIDA | $13K | — | $13K | 4.00% |
| VARIOUS - SEE ATTACHED3 Filed as: VARIOUS BROKERS RECEIVING LESS | — | AFLAC | $7K | $260 | $8K | 6.16% |
| JAMES E SCHWERDTFEGER3 | PO BOX 194 MT ZION, IL 62549 | AFLAC | $2K | $81 | $3K | 2.08% |
| EILEEN M BIEHN3 | 1534 HANCOCK DR BOONE, IA 50036 | AFLAC | $2K | — | $2K | 1.32% |
| JAMES R GENTZ3 | 13081 CRESTVIEW DR HUNTLEY, IL 60142 | AFLAC | $1K | $62 | $1K | 1.19% |
| EDWARD C BIEHN3 | 1534 HANCOCK DR BOONE, IA 50036 | AFLAC | $1K | — | $1K | 1.13% |
| MELISSA BLACKMON3 | 3185 SCUFFLETOWN RD FOUNTAIN INN, SC 29644 | AFLAC | $1K | — | $1K | 0.99% |
| MICHAEL E SHANE3 | 5420 TENNESSEE ST AMES, IA 50014 | AFLAC | $714 | — | $714 | 0.58% |
| JESSICA W MCKENZIE3 | 324 ODELL SHOALS RD WALHALL, SC 29691 | AFLAC | $671 | $7 | $678 | 0.55% |
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 | 2,607 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 8 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,615 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | CAPITAL HEALTH PLAN | 349 | $2.5M |
| Dental | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 5 | $111K |
| Life insurance(2 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 3,934 | $1.5M |
| Long-term disability(2 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 3,934 | $1.5M |
| Prescription drug(2 contracts, 2 carriers) | CAPITAL HEALTH PLAN | 349 | $2.4M |
| Other(5 contracts, 4 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 3,934 | $1.7M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,934 | — |
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.