| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 | 1031 W 4TH AVENUE STE 400 ANCHORAGE, AK 99501 | CONTINENTAL AMERICAN INSURANCE COMPANY | $124K | — | $124K | 8.88% |
| BRIAN W PATTEN3 Filed as: BRIAN WILLIAM PATTEN | 121 BUCKTHORN RD BADEN, PA 150052561 | CONTINENTAL AMERICAN INSURANCE COMPANY | $79K | — | $79K | 5.66% |
| MARSH & MCLENNAN AGENCY LLC3 | 101 HUNTINGTON AVE STE 401 BOSTON, MA 02199 | CONTINENTAL AMERICAN INSURANCE COMPANY | $52K | — | $52K | 3.70% |
| TIMOTHY ALLAN PURCELL3 | 1094 WINDMEADOWS DR COLLEGE STATION, TX 778454880 | CONTINENTAL AMERICAN INSURANCE COMPANY | $20K | — | $20K | 1.44% |
| BRIAN W PATTEN3 Filed as: BRIAN WILLIAM PATTEN | 121 BUCKTHORN RD BADEN, PA 150052561 | CONTINENTAL AMERICAN INSURANCE COMPANY | $17K | — | $17K | 1.25% |
| MS BENEFITS3 | 100 CHALLENGER RD STE 105 RIDGEFIELD, NJ 076602121 | CONTINENTAL AMERICAN INSURANCE COMPANY | $10K | — | $10K | 0.74% |
| TIMONTHY ALLAN PURCELL3 | 1094 WINDMEADOWS DR COLLEGE STATION, TX 778454880 | CONTINENTAL AMERICAN INSURANCE COMPANY | $9K | — | $9K | 0.62% |
| BRIAN W PATTEN3 Filed as: BRIAN WILLIAM PATTEN | 121 BUCKTHORN RD BADEN, PA 150052561 | CONTINENTAL AMERICAN INSURANCE COMPANY | $7K | — | $7K | 0.52% |
| MICHAEL C ROTH3 | 6013 PARKVUE DR EXT PITTSBURGH, PA 15236 | CONTINENTAL AMERICAN INSURANCE COMPANY | $6K | — | $6K | 0.44% |
| STACY RENEA RODGERS3 | 5521 SUNRISE TRI ROBSTOWN, TX 783809103 | CONTINENTAL AMERICAN INSURANCE COMPANY | $6K | — | $6K | 0.43% |
| BRIAN W PATTEN3 Filed as: BRIAN WILLIAM PATTEN | 121 BUCKTHORN RD BADEN, PA 150052561 | CONTINENTAL AMERICAN INSURANCE COMPANY | $5K | — | $5K | 0.37% |
| MELISSA L COLEMAN3 | 28803 DIAMONDHEAD S MONTGOMERY, TX 773562814 | CONTINENTAL AMERICAN INSURANCE COMPANY | $4K | — | $4K | 0.32% |
| STEVEN MCGEORGE3 Filed as: STEVEN WILLIAM MCGEORGE | 4658 WALNUT AVENUE CHINO, CA 91710 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3K | — | $3K | 0.23% |
| SUZANNE MCFARLAND3 Filed as: SUZANNE LYNNE MCFARLAND | 1125 SETH ST CORPUS CHRISTI, TX 784187521 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3K | — | $3K | 0.20% |
| TIMOTHY ALLAN PURCELL3 | 1094 WINDMEADOWS DR COLLEGE STATION, TX 778454880 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3K | — | $3K | 0.19% |
| TINA WAY3 Filed as: TINA M KANE | 15 BOW ROAD WAYLAND, MA 01778 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3K | — | $3K | 0.18% |
| MATTHEW RYAN KIRKWOOD3 | 337 FIELDSRUN ROAD NEW CASTLE, PA 16105 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3K | — | $3K | 0.18% |
| TINA WAY3 Filed as: TINA M KANE | 15 BOW ROAD WAYLAND, MA 01778 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 0.17% |
| STACY RENEA RODGERS3 | 5521 SUNRISE TRI ROBSTOWN, TX 783809103 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 0.17% |
| MICHAEL S CLISE3 | 361 LITTLE CREEK RD HARMONY, PA 160379604 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 0.16% |
| LUCAS S PATTEN3 | 165 SEWICKLEY FARM CIR MARS, PA 16046 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 0.16% |
| CHRISTOPHER C SIMENDINGER3 | 7011 OAK PARK DR GIBSONIA, PA 15044 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 0.16% |
| CASSIDY JORDON HOFFMAN3 | 701 HIGHLAND AVE NE APT 1311 APT 1328 ATLANTA, GA 303121480 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 0.16% |
| AUDREY LYNN ENGLE3 | 189 DEHAVEN ROAD BEAVER FALL, PA 15010 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 0.16% |
| JACK BITTEL3 | 129 MARION DRIVE MCMURRAY, PA 15317 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 0.16% |
| JEFFREMY SCOTT CORREAL3 | 442 DUCK HOLLOW RD UNIONTOWN, PA 154018956 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 0.16% |
| JOSHUA PAUL GROUP INC3 Filed as: JOSHUA BRIAN PATTEN | 425 MCKEAN DRIVE WEXFORD, PA 15090 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 0.16% |
| MATTHEW RYAN KIRKWOOD3 | 337 FIELDSRUN ROAD NEW CASTLE, PA 16105 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 0.16% |
| HEATHER M BARTLEY3 | 1031 W 4TH AVENUE STE 400 ANCHORAGE, AK 99501 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 0.14% |
| DANIEL C HARRIS3 | 413 OAK RIDGE COURT MARS, PA 16046 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 0.14% |
| JEFFREMY SCOTT CORREAL3 | 442 DUCK HOLLOW RD UNIONTOWN, PA 154018956 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 0.12% |
| HEATHER M BARTLEY3 | 602 BEAVER CT WEXFORD, PA 15090 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 0.11% |
| DANIEL C HARRIS3 | 413 OAK RIDGE COURT MARS, PA 16046 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 0.11% |
| MICHAEL S CLISE3 | 361 LITTLE CREEK RD HARMONY, PA 160379604 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | — | $1K | 0.09% |
| CATHERINE ANN MCLERNON3 | 2503 JACKSON SQUARE CIRCLE KISSIMMEE, FL 34741 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | — | $1K | 0.08% |
| JEREMY C TUCKFELT3 | 3456 PENN AVE PITTSBURGH, PA 15201 | CONTINENTAL AMERICAN INSURANCE COMPANY | $904 | — | $904 | 0.06% |
| WILLIAM KEZERLE3 | 205 GRAND PRAIRIE DR WILLARD, MO 65781 | CONTINENTAL AMERICAN INSURANCE COMPANY | $786 | — | $786 | 0.06% |
| JOSHUA PAUL GROUP INC3 Filed as: JOSHUA BRIAN PATTEN | 425 MCKEAN DRIVE WEXFORD, PA 15090 | CONTINENTAL AMERICAN INSURANCE COMPANY | $770 | — | $770 | 0.06% |
| LESLIE O'BRIEN3 Filed as: LESLIE COLLEN O BRIEN | 815 CHARLES ST APT 25 CARNEGIE, PA 151063241 | CONTINENTAL AMERICAN INSURANCE COMPANY | $646 | — | $646 | 0.05% |
| RHONDA A DRESNER3 | 114 BURLINGTON ST WOBURN, MA 018013396 | CONTINENTAL AMERICAN INSURANCE COMPANY | $590 | — | $590 | 0.04% |
| MATTHEW RYAN KIRKWOOD3 | 337 FIELDSRUN ROAD NEW CASTLE, PA 16105 | CONTINENTAL AMERICAN INSURANCE COMPANY | $402 | — | $402 | 0.03% |
| RHONDA A DRESNER3 | 114 BURLINGTON ST WOBURN, MA 01801 | CONTINENTAL AMERICAN INSURANCE COMPANY | $400 | — | $400 | 0.03% |
| DHEAVEN JHAMES KELLEY3 | 120 MARGUERITE DR STE 101 CRANBERRY TWP, PA 16066 | CONTINENTAL AMERICAN INSURANCE COMPANY | $294 | — | $294 | 0.02% |
| JOE A RODGERS3 Filed as: JOE ALLAN RODGERS | 1125 SETH ST CORPUS CHRISTI, TX 784187521 | CONTINENTAL AMERICAN INSURANCE COMPANY | $264 | — | $264 | 0.02% |
| JAMES M REDMOND3 | 637 E 1ST ST UNIT C1 BOSTON, MA 02127 | CONTINENTAL AMERICAN INSURANCE COMPANY | $228 | — | $228 | 0.02% |
| SUSAN LYNN STEVENSON3 | 9134 WILD TRAILS ST SAN ANTONIO, TX 78250 | CONTINENTAL AMERICAN INSURANCE COMPANY | $224 | — | $224 | 0.02% |
| JEFFREY WHITE3 Filed as: JEFFREY G WHITE | 8250 PORTERS CROSSING WAY WILMINGTON, NC 284116310 | CONTINENTAL AMERICAN INSURANCE COMPANY | $216 | — | $216 | 0.02% |
| LUCAS S PATTEN3 | 165 SEWICKLEY FARM CIR MARS, PA 16046 | CONTINENTAL AMERICAN INSURANCE COMPANY | $215 | — | $215 | 0.02% |
| JONATHAN ALI HAJIMOMEN3 | 6540 GRAND MANAN CYPRESS, CA 90630 | CONTINENTAL AMERICAN INSURANCE COMPANY | $184 | — | $184 | 0.01% |
| STEFEN JAMES BOEHRINGER3 | 150 MEADOWBROOK AVENUE WEXFORD, PA 15090 | CONTINENTAL AMERICAN INSURANCE COMPANY | $120 | — | $120 | 0.01% |
| LEAH BERNADETTE ARCIAGA3 | 2807 ROSEFINCH, TX 78130 | CONTINENTAL AMERICAN INSURANCE COMPANY | $85 | — | $85 | 0.01% |
| DIANNE M MACINNIS3 | 14 NEAL ROAD DANVERS, MA 01923 | CONTINENTAL AMERICAN INSURANCE COMPANY | $85 | — | $85 | 0.01% |
| CHRISTINA MARIE NORDENFLYCHT DARBY3 | 710 N PASS AVENUE BURBANK, PA 91505 | CONTINENTAL AMERICAN INSURANCE COMPANY | $75 | — | $75 | 0.01% |
| SUZANNE MCFARLAND3 Filed as: SUZANNE LYNNE MCFARLAND | 1125 SETH ST CORPUS CHRISTI, TX 784187521 | CONTINENTAL AMERICAN INSURANCE COMPANY | $62 | — | $62 | 0.00% |
| BRANDI L DONLIN3 Filed as: BRANDI LYNN DONLIN | 525 JUSTUS AVE CARNEGIE, PA 15106 | CONTINENTAL AMERICAN INSURANCE COMPANY | $55 | — | $55 | 0.00% |
| PATRICK JOHN CALABRO3 | 11 LAWSON AVE PITTSBURGH, PA 152052926 | CONTINENTAL AMERICAN INSURANCE COMPANY | $54 | — | $54 | 0.00% |
| LESLIE O'BRIEN3 Filed as: LESLIE COLLEN O BRIEN | 815 CHARLES ST APT 25 CARNEGIE, PA 151063241 | CONTINENTAL AMERICAN INSURANCE COMPANY | $45 | — | $45 | 0.00% |
| CHRISTOPHER HAGER3 Filed as: CHRISTOPHER CHARLES FEAZEL | 33 CONANT STREET DANVERS, MA 01923 | CONTINENTAL AMERICAN INSURANCE COMPANY | $27 | — | $27 | 0.00% |
| JACK BITTEL3 | 129 MARION DRIVE MCMURRAY, PA 15317 | CONTINENTAL AMERICAN INSURANCE COMPANY | $7 | — | $7 | 0.00% |
| MELISSA L COLEMAN3 | 28803 DIAMONDHEAD S MONTGOMERY, TX 77356 | CONTINENTAL AMERICAN INSURANCE COMPANY | $5 | — | $5 | 0.00% |
| HEIDI A HERDMAN3 | 1227 CRANE BROOK WAY PEABODY, MA 019608540 | CONTINENTAL AMERICAN INSURANCE COMPANY | $5 | — | $5 | 0.00% |
| SUSAN LYNN STEVENSON3 Filed as: SUSAN LYNN BAKER | 9134 WILD TRAILS ST SAN ANTONIO, TX 78250 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3 | — | $3 | 0.00% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY, LLC | 101 HUNTINGTON AVENUE SUITE 401 BOSTON, MA 02199 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $15K | $20K | $35K | 7.04% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY, LLC | 101 HUNTINGTON AVENUE SUITE 401 BOSTON, MA 02199 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $9K | $15K | $24K | 7.85% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY, LLC | 101 HUNTINGTON AVENUE SUITE 401 BOSTON, MA 02199 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $7K | $12K | $20K | 7.85% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY, LLC - | BOSTON, M 101 HUNTINGTON AVENUE SUITE 401 BOSTON, MA 02199 | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO | $16K | — | $16K | 17.95% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY, LLC | 101 HUNTINGTON AVENUE SUITE 401 BOSTON, MA 02199 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $570 | $924 | $1K | 7.87% |
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 | 3,976 | 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) | 3,978 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO | 1,470 | $87K |
| Life insurance | RELIANCE STANDARD LIFE INSURANCE COMPANY | 3,976 | $495K |
| Short-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 1,185 | $250K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 1,185 | $303K |
| Other(4 contracts, 3 carriers) | CONTINENTAL AMERICAN INSURANCE COMPANY | 3,976 | $2.0M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,976 | — |
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.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.