| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 | 8144 WALNUT HILL LANE 17TH FLOOR DALLAS, TX 75231 | HEALTH CARE SERVICE CORPORATION | $86K | $37 | $86K | 2.76% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 350 CONSHOHOCKEN, PA 19428 | SUN LIFE ASSURANCE COMPANY OF CANADA | $38K | $6K | $44K | 12.93% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 301598 DALAS, TX 753031598 | METROPOLITAN LIFE INSURANCE COMPANY | $22K | $33 | $22K | 10.83% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN | 250 PEHLE AVE STE 400 PARK 80 PLAZA 2 SADDLE BROOK, NJ 076635826 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $3K | $3K | 1.35% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INS CENTER | 1390 WILOW PASS RD STE 800 CONCORD, CA 945207924 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $610 | $610 | 0.30% |
| MARSH & MCLENNAN AGENCY LLC3 | 6279 TRI RIDGE BLVD STE 400 LOVELAND, OH 451408320 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $97 | $97 | 0.05% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH USA DBA MARSH WORTHAM | PO BOX 301598 DALLAS, TX 753031598 | VISION SERVICE PLAN | $2K | — | $2K | 6.85% |
| MARSH & MCLENNAN AGENCY LLC3 | 2500 CITYWEST BLVD STE 2400 HOUSTON, TX 770423031 | VISION SERVICE PLAN | $753 | — | $753 | 2.41% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH AND MCLENNAN AGENCY LLC | 8144 WALNUT HILL LANE, 16TH FLOOR DALLAS, TX 75231 | FOUR EVER LIFE INS CO | $431 | — | $431 | 15.00% |
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 | 152 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 156 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | HEALTH CARE SERVICE CORPORATION | 472 | $3.1M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 751 | $203K |
| Vision | VISION SERVICE PLAN | 159 | $31K |
| Life insurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 171 | $337K |
| Long-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 171 | $337K |
| Other(4 contracts, 4 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 171 | $344K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 751 | — |
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."
No prospect flags tripped on this filing.