| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALAN J ZUCCARI INC3 | 4100 MONUMENT CORNER DRIVE SUITE 500 FAIRFAX, VA 22030 | UNITEDHEALTHCARE INSURANCE COMPANY | $98K | — | $98K | 5.00% |
| ALAN J ZUCCARI INC3 Filed as: ALAN J. ZUCCARI, INC. | 4100 MONUMENT CORNER DRIVE SUITE 500 FAIRFAX, VA 22030 | CONTINENTAL AMERICAN INSURANCE COMPANY | $46K | — | $46K | 17.80% |
| KATHERYN ANDERSON3 | 13710 GENERAL GEARY COURT FREDERICKSBURG, VA 22407 | CONTINENTAL AMERICAN INSURANCE COMPANY | $8K | — | $8K | 2.99% |
| NICHOLAS WAGNER3 | 729 MANOR DRIVE VIRGINIA BEACH, VA 23454 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 0.59% |
| CHAD T KNAPP3 | 448 LYNN SHORES DRIVE VIRGINIA BEACH, VA 23452 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | — | $1K | 0.40% |
| CATHERINE DOWDEN3 | 5 DALLHAN COURT STAFFORD, VA 22554 | CONTINENTAL AMERICAN INSURANCE COMPANY | $967 | — | $967 | 0.38% |
| OLIVIA DUVALL3 Filed as: OLIVIA K DUVALL | 3807 GRANDBY STREET APARTMENT A2 NORFOLK, VA 23504 | CONTINENTAL AMERICAN INSURANCE COMPANY | $919 | — | $919 | 0.36% |
| KARI F MARION3 | 2713 LAKE RIDGE COURT CHESAPEAKE, VA 23323 | CONTINENTAL AMERICAN INSURANCE COMPANY | $870 | — | $870 | 0.34% |
| BRANDON SHOLAR3 Filed as: BRANDON W SHOLAR | 4608 WESTGROVE COURT VIRGINIA BEACH, VA 23455 | CONTINENTAL AMERICAN INSURANCE COMPANY | $841 | — | $841 | 0.33% |
| ANGELA WRIGHT3 | 227 MIDLAND ROAD WINGINA, VA 24599 | CONTINENTAL AMERICAN INSURANCE COMPANY | $822 | — | $822 | 0.32% |
| KENDALL DUNLOP3 Filed as: KENDALL R DUNLOP | 7730 STOCKWELL DRIVE FREDERICKSBURG, VA 22407 | CONTINENTAL AMERICAN INSURANCE COMPANY | $682 | — | $682 | 0.27% |
| KENNETH L PIRES3 | 19 HARROGATE LANE HAMPTON, VA 23666 | CONTINENTAL AMERICAN INSURANCE COMPANY | $661 | — | $661 | 0.26% |
| LEIANN D WATKINS3 | 2325 SEA SHELL ROAD #304 VIRGINIA BEACH, VA 23451 | CONTINENTAL AMERICAN INSURANCE COMPANY | $651 | — | $651 | 0.25% |
| ANITA BUECHLER3 Filed as: ANITA BUECHLER BENEFIT SOLUTIONS LL | 1000 RABBIT RUN CHESAPEAKE, VA 23320 | CONTINENTAL AMERICAN INSURANCE COMPANY | $636 | — | $636 | 0.25% |
| TYRONE A VAUGHN3 | 732 EDEN WAY NORTH #213-E CHESAPEAKE, VA 23320 | CONTINENTAL AMERICAN INSURANCE COMPANY | $592 | — | $592 | 0.23% |
| AMY L LEDDON3 | 13381 UNION CHURCH ROAD SUMERDUCK, VA 22742 | CONTINENTAL AMERICAN INSURANCE COMPANY | $584 | — | $584 | 0.23% |
| ANDREW JOHNSON BENEFITS GROUP LLC3 Filed as: ANDREW E JOHNSON | 1310 EAST OCEAN VIEW AVENUE NORFOLK, VA 23503 | CONTINENTAL AMERICAN INSURANCE COMPANY | $580 | — | $580 | 0.23% |
| JANELL FRANK3 | — | CONTINENTAL AMERICAN INSURANCE COMPANY | $471 | — | $471 | 0.18% |
| GLENN E SMITH3 | 1136 MASTERS ROW CHESAPEAKE, VA 23220 | CONTINENTAL AMERICAN INSURANCE COMPANY | $438 | — | $438 | 0.17% |
| GREGORY W LAWRENCE3 | 1025 EXECUTIVE BOULEVARD SUITE 111 CHESAPEAKE, VA 23320 | CONTINENTAL AMERICAN INSURANCE COMPANY | $416 | — | $416 | 0.16% |
| ROBYN DAVIS3 | 15736 WEST ANDERSON HIGHWAY BUCKINGHAM, VA 23921 | CONTINENTAL AMERICAN INSURANCE COMPANY | $409 | — | $409 | 0.16% |
| CODY MOSS3 | 2203 GLENMORE ROAD SCOTTSVILLE, VA 24590 | CONTINENTAL AMERICAN INSURANCE COMPANY | $393 | — | $393 | 0.15% |
| FLOYD E JONES III3 | 7403 SOMOA DRIVE HENRICO, VA 23228 | CONTINENTAL AMERICAN INSURANCE COMPANY | $384 | — | $384 | 0.15% |
| CHRISTY PESUTI3 | 1042 PENDLETON ROAD MINERAL, VA 23117 | CONTINENTAL AMERICAN INSURANCE COMPANY | $350 | — | $350 | 0.14% |
| CHARLEEN WRIGHT3 | 1025 EXECUTIVE BOULEVARD SUITE III CHESAPEAKE, VA 23320 | CONTINENTAL AMERICAN INSURANCE COMPANY | $322 | — | $322 | 0.13% |
| JANICE ALLEN TURNER3 Filed as: JANICE A TURNER | 429 MAPLE TOP LANE BUCKINGHAM, VA 23921 | CONTINENTAL AMERICAN INSURANCE COMPANY | $233 | — | $233 | 0.09% |
| CHRISTY LEE CARPENTER3 Filed as: CHRISTY C BRUST | 2220 ROANOKE AVENUE VIRGINIA BEACH, VA 23455 | CONTINENTAL AMERICAN INSURANCE COMPANY | $227 | — | $227 | 0.09% |
| MARGARET P WEEKLEY3 | 172 ROSEN LANE STAUNTON, VA 24401 | CONTINENTAL AMERICAN INSURANCE COMPANY | $223 | — | $223 | 0.09% |
| CINDY O HARA3 | 425 BERNDALE DRIVE CHESAPEAKE, VA 23322 | CONTINENTAL AMERICAN INSURANCE COMPANY | $221 | — | $221 | 0.09% |
| KEVIN E PLUMB3 | 3228 DEER PARK DRIVE VIRGINIA BEACH, VA 23452 | CONTINENTAL AMERICAN INSURANCE COMPANY | $158 | — | $158 | 0.06% |
| CAITLIN F. SCOTT3 Filed as: CAITLIN F SCOTT | 27-2 CABANISS CRESCENT PENSACOLA, FL 32508 | CONTINENTAL AMERICAN INSURANCE COMPANY | $140 | — | $140 | 0.05% |
| AUBREY S BALDWIN3 | 2529 PINEY RIDGE ROAD PAMPLIN, VA 23958 | CONTINENTAL AMERICAN INSURANCE COMPANY | $73 | — | $73 | 0.03% |
| BRYCE E LINDLEY3 | 22 OAK TREE LANE APARTMENT 104 STUARTS DRAFT, VA 24477 | CONTINENTAL AMERICAN INSURANCE COMPANY | $44 | — | $44 | 0.02% |
| FAY JETER MARTIN3 Filed as: FAY J MARTIN | 19220 FOREST ROAD LYNCHBURG, VA 24502 | CONTINENTAL AMERICAN INSURANCE COMPANY | $40 | — | $40 | 0.02% |
| JOHN HAWLEY3 | 116 PICKENS COURT KINGSPORT, TN 37663 | CONTINENTAL AMERICAN INSURANCE COMPANY | $36 | — | $36 | 0.01% |
| KAREN S LEIGHTY3 | 729 PATTIE ROAD BUCKINGHAM, VA 23921 | CONTINENTAL AMERICAN INSURANCE COMPANY | $19 | — | $19 | 0.01% |
| ALAN J ZUCCARI INC3 Filed as: ALAN J ZUCCARI INC. | 4100 MONUMENT CORNER DRIVE FAIRFAX, VA 22030 | DOMINION NATIONAL | $16K | — | $16K | 12.69% |
| ALAN J ZUCCARI INC3 Filed as: ALAN J ZUCCARI INC T/A HAMILTON INS | 4100 MONUMENT CORNER DRIVE SUITE 500 FAIRFAX, VA 22030 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $11K | — | $11K | 15.00% |
| ALAN J ZUCCARI INC3 | 4100 MONUMENT CORNER DRIVE SUITE 500 FAIRFAX, VA 22030 | SUN LIFE ASSURANCE COMPANY OF CANADA | $4K | — | $4K | 10.13% |
| ANDREW KOEPKE3 | 8150 LEESBURG PIKE #8204 VIENNA, VA 22183 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $1K | $3K | 50.49% |
| ALAN J ZUCCARI INC3 | 4100 MONUMENT CORNER DRIVE FAIRFAX, VA 22030 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | — | $2K | 31.32% |
| E B SPECIALISTS INC3 | 11140 AFFIRMED COURT RUTHER GLEN, VA 22546 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $182 | $378 | $560 | 10.20% |
| MADELYN RENE PELCHAT3 | 1004 MAPLE AVENUE EAST VIENNA, VA 22180 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $208 | $64 | $272 | 4.95% |
| BRIAN W PATTEN3 Filed as: BRIAN PATTEN | 120 MARGUERITE DRIVE SUITE 101 CRANBERRY, PA 16066 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $19 | — | $19 | 0.35% |
| GCG FINANCIAL LLC3 | THREE PARKWAY NORTH DEERFIELD, IL 60015 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $13 | — | $13 | 0.24% |
| DANIEL C HARRIS3 Filed as: DANIEL CARL HARRIS | 124 CARTERS GROVE DRIVE GIBSONIA, PA 15044 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.07% |
| TERESA LYNN FOUTZ3 | 1877 LEALAND AVENUE POLAND, OH 44514 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.04% |
| BRIAN W PATTEN3 Filed as: BRIAN PATTEN | 120 MARGUERITE DRIVE SUITE 101 CRANBERRY, PA 16066 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $88 | — | $88 | 3.79% |
| GCG FINANCIAL LLC3 | THREE PARKWAY NORTH DEERFIELD, IL 60015 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $60 | — | $60 | 2.58% |
| DANIEL C HARRIS3 Filed as: DANIEL CARL HARRIS | 124 CARTERS GROVE DRIVE GIBSONIA, PA 15044 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $17 | — | $17 | 0.73% |
| TERESA LYNN FOUTZ3 | 1877 LEALAND AVENUE POLAND, OH 44514 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | — | $9 | 0.39% |
| HEATHER MARIE BARTLEY3 | 324 OSPREY COURT WEXFORD, PA 15090 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.09% |
| BRIAN W PATTEN3 Filed as: BRIAN PATTEN | 120 MARGUERITE DRIVE SUITE 101 CRANBERRY, PA 16066 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $69 | — | $69 | 3.67% |
| GCG FINANCIAL LLC3 | THREE PARKWAY NORTH DEERFIELD, IL 60015 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $47 | — | $47 | 2.50% |
| DANIEL C HARRIS3 Filed as: DANIEL CARL HARRIS | 124 CARTERS GROVE DRIVE GIBSONIA, PA 15044 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $13 | — | $13 | 0.69% |
| TERESA LYNN FOUTZ3 | 1877 LEALAND AVENUE POLAND, OH 44514 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | — | $7 | 0.37% |
| KRISTEN NICOLE WILKINS3 | 287 DERRY RIDGE ROAD LIGONIER, PA 15658 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.21% |
| DAVID C POTTER3 | 235 ELIZABETH AVENUE EAST PITTSBURGH, PA 15112 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.11% |
| HEATHER MARIE BARTLEY3 | 324 OSPREY COURT WEXFORD, PA 15090 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.05% |
| BRIAN W PATTEN3 Filed as: BRIAN PATTEN | 120 MARGUERITE DRIVE SUITE 101 CRANBERRY, PA 16066 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $61 | — | $61 | 4.02% |
| GCG FINANCIAL LLC3 | THREE PARKWAY NORTH DEERFIELD, IL 60015 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $39 | — | $39 | 2.57% |
| TERESA LYNN FOUTZ3 | 1877 LEALAND AVENUE POLAND, OH 44514 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.40% |
| DANIEL C HARRIS3 Filed as: DANIEL CARL HARRIS | 124 CARTERS GROVE DRIVE GIBSONIA, PA 15044 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.40% |
| HEATHER MARIE BARTLEY3 | 324 OSPREY COURT WEXFORD, PA 15090 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.07% |
| BRIAN W PATTEN3 Filed as: BRIAN PATTEN | 120 MARGUERITE DRIVE SUITE 101 CRANBERRY, PA 16066 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $51 | — | $51 | 3.89% |
| GCG FINANCIAL LLC3 | THREE PARKWAY NORTH DEERFIELD, IL 60015 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $35 | — | $35 | 2.67% |
| DANIEL C HARRIS3 Filed as: DANIEL CARL HARRIS | 124 CARTERS GROVE DRIVE GIBSONIA, PA 15044 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | — | $10 | 0.76% |
| TERESA LYNN FOUTZ3 | 1877 LEALAND AVENUE POLAND, OH 44514 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.38% |
| HEATHER MARIE BARTLEY3 | 324 OSPREY COURT WEXFORD, PA 15090 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.08% |
| BRIAN W PATTEN3 Filed as: BRIAN PATTEN | 120 MARGUERITE DRIVE SUITE 101 CRANBERRY, PA 16066 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $40 | — | $40 | 3.12% |
| GCG FINANCIAL LLC3 | THREE PARKWAY NORTH DEERFIELD, IL 60015 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $27 | — | $27 | 2.10% |
| SEAN MCDAID3 | 4893 SIOUX COURT GIBSONIA, PA 15044 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | — | $9 | 0.70% |
| DANIEL C HARRIS3 Filed as: DANIEL CARL HARRIS | 124 CARTERS GROVE DRIVE GIBSONIA, PA 15044 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | — | $8 | 0.62% |
| TERESA LYNN FOUTZ3 | 1877 LEALAND AVENUE POLAND, OH 44514 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.31% |
| HEATHER MARIE BARTLEY3 | 324 OSPREY COURT WEXFORD, PA 15090 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.08% |
| BRIAN W PATTEN3 Filed as: BRIAN PATTEN | 120 MARGUERITE DRIVE SUITE 101 CRANBERRY, PA 16066 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $41 | — | $41 | 4.78% |
| GCG FINANCIAL LLC3 | THREE PARKWAY NORTH DEERFIELD, IL 60015 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $27 | — | $27 | 3.15% |
| DANIEL C HARRIS3 Filed as: DANIEL CARL HARRIS | 124 CARTERS GROVE DRIVE GIBSONIA, PA 15044 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.58% |
| TERESA LYNN FOUTZ3 | 1877 LEALAND AVENUE POLAND, OH 44514 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.47% |
| HEATHER MARIE BARTLEY3 | 324 OSPREY COURT WEXFORD, PA 15090 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.12% |
| BRIAN W PATTEN3 Filed as: BRIAN PATTEN | 120 MARGUERITE DRIVE SUITE 101 CRANBERRY, PA 16066 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $48 | — | $48 | 5.67% |
| GCG FINANCIAL LLC3 | THREE PARKWAY NORTH DEERFIELD, IL 60015 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $31 | — | $31 | 3.66% |
| TERESA LYNN FOUTZ3 | 1877 LEALAND AVENUE POLAND, OH 44514 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.59% |
| DANIEL C HARRIS3 Filed as: DANIEL CARL HARRIS | 124 CARTERS GROVE DRIVE GIBSONIA, PA 15044 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.59% |
| HEATHER MARIE BARTLEY3 | 324 OSPREY COURT WEXFORD, PA 15090 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.12% |
| BRIAN W PATTEN3 Filed as: BRIAN PATTEN | 120 MARGUERITE DRIVE SUITE 101 CRANBERRY, PA 16066 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $35 | — | $35 | 5.14% |
| GCG FINANCIAL LLC3 | THREE PARKWAY NORTH DEERFIELD, IL 60015 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $22 | — | $22 | 3.23% |
| TERESA L FOUTZ3 Filed as: TERESA LYNN LOUTZ | 1877 LEALAND AVENUE POLAND, OH 44514 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.44% |
| DANIEL C HARRIS3 Filed as: DANIEL CARL HARRIS | 124 CARTERS GROVE DRIVE GIBSONIA, PA 15044 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.44% |
| HEATHER MARIE BARTLEY3 | 324 OSPREY COURT WEXFORD, PA 15090 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.15% |
| BRIAN W PATTEN3 Filed as: BRIAN PATTEN | 120 MARGUERITE DRIVE SUITE 101 CRANBERRY, PA 16066 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15 | — | $15 | 6.02% |
| GCG FINANCIAL LLC3 | THREE PARKWAY NORTH DEERFIELD, IL 60015 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | — | $10 | 4.02% |
| TERESA LYNN FOUTZ3 | 1877 LEALAND AVENUE POLAND, OH 44514 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.80% |
| DANIEL C HARRIS3 Filed as: DANIEL CARL HARRIS | 124 CARTERS GROVE DRIVE GIBSONIA, PA 15044 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.40% |
| BRIAN W PATTEN3 Filed as: BRIAN PATTEN | 120 MARGUERITE DRIVE SUITE 101 CRANBERRY, PA 16066 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 4.95% |
| GCG FINANCIAL LLC3 | THREE PARKWAY NORTH DEERFIELD, IL 60015 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 2.97% |
| TERESA LYNN FOUTZ3 | 1877 LEALAND AVENUE POLAND, OH 44514 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.99% |
| DANIEL C HARRIS3 Filed as: DANIEL CARL HARRIS | 124 CARTERS GROVE DRIVE GIBSONIA, PA 15044 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.99% |
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 | 1,004 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 12 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,018 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 168 | $2.0M |
| Dental | DOMINION NATIONAL | 464 | $124K |
| Vision | DOMINION NATIONAL | 464 | $124K |
| Life insurance(12 contracts, 2 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 887 | $55K |
| Short-term disability | CONTINENTAL AMERICAN INSURANCE COMPANY | 999 | $256K |
| Long-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 887 | $38K |
| Other(14 contracts, 4 carriers) | CONTINENTAL AMERICAN INSURANCE COMPANY | 999 | $329K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 999 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.