| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON SOUTHEAST INC | 12505 PARK POTOMAC AVE STE 300 POTOMAC, MD 20854 | UNITEDHEALTHCARE INSURANCE COMPANY | $174K | — | $174K | 2.15% |
| WILLIS TOWERS WATSON US LLC3 Filed as: HRH-WILLIS OF MARYLAND INC | 12505 PARK POTOMAC AVE STE 300 POTOMAC, MD 20854 | UNITEDHEALTHCARE INSURANCE COMPANY | $71K | — | $71K | 0.87% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON INSURANCE | SERVICES 16220 N. SCOTTSDALE RD, STE 600 SCOTTSDALE, AZ 85254 | BLUECROSS BLUESHIELD OF NEW MEXICO | $53K | — | $53K | 1.00% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF MARYLAND, INC. | 12505 PARK POTOMAC AVE STE 300 POTOMAC, MD 20854 | BLUECROSS BLUESHIELD OF NEW MEXICO | $4K | — | $4K | 0.08% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON SOUTHEAST INC | PO BOX 13784 NEWARK, NJ 07188 | METROPOLITAN LIFE INSURANCE COMPANY | $118K | $31 | $118K | 9.31% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF TENNESSEE INC | 26 CENTURY BLVD C/O JP MORGAN CHASE NASHVILLE, TN 37214 | METROPOLITAN LIFE INSURANCE COMPANY | — | $16K | $16K | 1.26% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF MARYLAND INC | PO BOX 13784 NEWARK, NJ 07188 | METROPOLITAN LIFE INSURANCE COMPANY | — | $6K | $6K | 0.46% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON SOUTHEAST INC | PO BOX 13784 NEWARK, NJ 07188 | METROPOLITAN LIFE INSURANCE COMPANY | $91K | $31 | $91K | 9.07% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF TENNESSEE INC | 26 CENTURY BLVD C/O JP MORGAN CHASE NASHVILLE, TN 37214 | METROPOLITAN LIFE INSURANCE COMPANY | — | $12K | $12K | 1.21% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF MARYLAND INC | PO BOX 13784 NEWARK, NJ 07188 | METROPOLITAN LIFE INSURANCE COMPANY | — | $3K | $3K | 0.34% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF MARYLAND | 12505 PARK POTOMAC AVENUE SUITE 300 POTOMAC, MD 20854 | DELAWARE AMERICAN LIFE INSURANCE COMPANY | $37K | — | $37K | 5.00% |
| GIS BENEFITS INC3 | 422 WAUPONSEE ST. MORRIS, IL 60450 | DELAWARE AMERICAN LIFE INSURANCE COMPANY | $29K | — | $29K | 4.00% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF MARYLAND, INC. | PO BOX 13784 NEWARK, NJ 07188 | VISION SERVICE PLAN | $5K | — | $5K | 0.78% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON SOUTHEAST INC | PO BOX 13784 NEWARK, NJ 07188 | VISION SERVICE PLAN | $3K | — | $3K | 0.53% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON SOUTHEAST INC | PO BOX 13784 NEWARK, NJ 07188 | METROPOLITAN LIFE INSURANCE COMPANY | $48K | $31 | $48K | 8.60% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF TENNESSEE INC | 26 CENTURY BLVD C/O JP MORGAN CHASE NASHVILLE, TN 37214 | METROPOLITAN LIFE INSURANCE COMPANY | — | $6K | $6K | 1.14% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF MARYLAND INC | PO BOX 13784 NEWARK, NJ 07188 | METROPOLITAN LIFE INSURANCE COMPANY | — | $1K | $1K | 0.26% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON SOUTHEAST INC | PO BOX 13784 NEWARK, NJ 07188 | AETNA LIFE INSURANCE CO. | $4K | — | $4K | 1.37% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF MARYLAND, INC | 12505 PARK POTOMAC AVE POTOMAC, MD 20854 | AETNA LIFE INSURANCE CO. | $2K | — | $2K | 0.68% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF MARYLAND, INC. | 12505 PARK POTOMAC AVE STE 300 POTOMAC, MD 20854 | KAISER FOUNDATION HEALTH PLAN INC | $1K | — | $1K | 0.81% |
| MARK METTILLE3 | 422 WAUPONSEE ST MORRIS, IL 60450 | METROPOLITAN LIFE INSURANCE COMPANY | $16K | — | $16K | 25.06% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON SOUTHEAST INC | PO BOX 13784 NEWARK, NJ 07188 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $31 | $2K | 3.63% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF TENNESSEE INC | 26 CENTURY BLVD C/O JP MORGAN CHASE NASHVILLE, TN 37214 | METROPOLITAN LIFE INSURANCE COMPANY | — | $40 | $40 | 0.06% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON SOUTHEAST INC | PO BOX 13784 NEWARK, NJ 07188 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $31 | $2K | 4.64% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF TENNESSEE INC | 26 CENTURY BLVD C/O JP MORGAN CHASE NASHVILLE, TN 37214 | METROPOLITAN LIFE INSURANCE COMPANY | — | $426 | $426 | 1.14% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF MARYLAND INC | PO BOX 13784 NEWARK, NJ 07188 | METROPOLITAN LIFE INSURANCE COMPANY | $158 | $266 | $424 | 1.13% |
| MARK METTILLE3 | 422 WAUPONSEE ST MORRIS, IL 60450 | METROPOLITAN LIFE INSURANCE COMPANY | $8K | — | $8K | 27.49% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON SOUTHEAST INC | PO BOX 13784 NEWARK, NJ 07188 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $31 | $2K | 5.12% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF TENNESSEE INC | 26 CENTURY BLVD C/O JP MORGAN CHASE NASHVILLE, TN 37214 | METROPOLITAN LIFE INSURANCE COMPANY | — | $28 | $28 | 0.09% |
| MARK METTILLE3 | 422 WAUPONSEE ST MORRIS, IL 60450 | METROPOLITAN LIFE INSURANCE COMPANY | $5K | — | $5K | 18.11% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON SOUTHEAST INC | PO BOX 13784 NEWARK, NJ 07188 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | $31 | $1K | 5.34% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF TENNESSEE INC | 26 CENTURY BLVD C/O JP MORGAN CHASE NASHVILLE, TN 37214 | METROPOLITAN LIFE INSURANCE COMPANY | — | $26 | $26 | 0.09% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON | SOUTHEAST, INC. PO BOX 13613 NEWARK, NJ 07188 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $531 | — | $531 | 2.66% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM HEALTH PLANS OF VIRGINIA INC EIN 54-0357120 SERVICE PROVIDER | Float revenue; Contract Administrator; Claims processing; Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $2.2M |
| ANTHEM HEALTH PLANS OF VIRGINIA | Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Float revenue; Claims processing Service code 12 | — | $1.6M |
| WILLIS OF MARYLAND INC | Other commissions; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $481K |
| INGENIORX, INC EIN 82-3062245 ADMIN | Recordkeeping and information management (computing, tabulating, data processing, etc.); Float revenue; Contract Administrator; Claims processing; Other services Service code 12 | — | $58K |
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 | 5,426 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 106 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 11 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 5,543 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(5 contracts, 5 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 2,788 | $14.4M |
| Dental(4 contracts, 4 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 2,788 | $8.4M |
| Vision(3 contracts, 2 carriers) | VISION SERVICE PLAN | 4,402 | $641K |
| Life insurance(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 8,100 | $2.0M |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 1,183 | $998K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 4,249 | $556K |
| Prescription drug(4 contracts, 4 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 2,788 | $14.4M |
| Stop-loss / reinsurancereinsurance | ANTHEM HEALTH PLANS OF VIRGINIA, INC. | 2,941 | $511K |
| Other(6 contracts, 3 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 8,100 | $9.5M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 8,100 | — |
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."
Multiple-employer welfare arrangement. Specific regulatory and compliance context; specific consultant niche.