| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| PROFESSIONAL GROUP PLANS INC3 Filed as: PROFESSIONAL GROUP PLANS, INC. | 225 WIRELESS BLVD. STE 200 HAUPPAUGE, NY 11788 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | $10 | $3K | 0.84% |
| SEUBERT & ASSOCIATES, INC.3 Filed as: SEUBERT & ASSOCIATES INC. | 225 NORTH SHORE DR. STE 300 PITTSBURGH, PA 15212 | METROPOLITAN LIFE INSURANCE COMPANY | — | $19 | $19 | 0.01% |
| HENDERSON BROTHERS, INC.3 | 920 FORT DUQUESNE BLVD. PITTSBURGH, PA 15222 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $6K | $4K | $10K | 4.44% |
| HENDERSON BROTHERS, INC.3 | 920 FORT DUQUESNE BLVD. PITTSBURGH, PA 15222 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $6K | $4K | $10K | 4.44% |
| HENDERSON BROTHERS, INC.3 | 920 FORT DUQUESNE BLVD. PITTSBURGH, PA 15222 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $11K | $2K | $13K | 10.48% |
| HENDERSON BROTHERS, INC.3 Filed as: HENDERSON BROTHERS INC. | 920 FORT DUQUESNE BLVD. PITTSBURGH, PA 15222 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $3K | $1K | $5K | 5.58% |
| SEUBERT & ASSOCIATES, INC.3 | 225 NORTH SHORE DRIVE SUITE 300 PITTSBURGH, PA 15212 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | — | $3K | 15.00% |
| ARCHON LLC3 | 225 WIRELESS BLVD. HAUPPAUGE, NY 11788 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $2K | $2K | 7.55% |
| SEUBERT & ASSOCIATES, INC.3 | 225 NORTH SHORE DRIVE SUITE 300 PITTSBURGH, PA 15212 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1K | — | $1K | 14.00% |
| ARCHON LLC3 | 225 WIRELESS BLVD. HAUPPAUGE, NY 11788 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $817 | $817 | 8.12% |
| HENDERSON BROTHERS, INC.3 | 920 FORT DUQUESNE BLVD. PITTSBURGH, PA 15222 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $1K | $103 | $1K | 16.53% |
| ROBERT G. PARRY3 | PO BOX 250 CHAMPION, PA 156220250 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $320 | — | $320 | 5.17% |
| BRUCE R. PARRY3 | 921 BRIDGEWATER DR. PITTSBURGH, PA 152161705 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $256 | — | $256 | 4.14% |
| ARCHON LLC3 | 225 WIRELESS BLVD. HAUPPAUGE, NY 11788 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $400 | $400 | 8.19% |
| SEUBERT & ASSOCIATES, INC.3 | 225 NORTH SHORE DRIVE SUITE 300 PITTSBURGH, PA 15212 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $269 | — | $269 | 5.51% |
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 | 520 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 522 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 975 | $349K |
| Vision | FIDELITY SECURITY LIFE INSURANCE COMPANY | 288 | $9K |
| Life insurance(4 contracts, 2 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 457 | $237K |
| Short-term disability(2 contracts) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 418 | $463K |
| Long-term disability(2 contracts, 2 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 76 | $17K |
| Stop-loss / reinsurancereinsurance | HM LIFE INSURANCE COMPANY | 612 | $713K |
| Other(4 contracts, 3 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 457 | $221K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 975 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.