| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH AND MCLENNAN AGENCY LLC | 210 N MARTINGALE ROAD SCHAUMBURG, IL 60173 | GROUP HOSPITALIZATION MEDICAL SERVICES, INC. | — | $257K | $257K | 3.51% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH AND MCLENNAN AGENCY LLC | 10201 FAIRFAX BLVD STE 500 FAIRFAX, VA 22030 | METROPOLITAN LIFE INSURANCE COMPANY | $80K | $38 | $80K | 7.68% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH AND MCLENNAN AGENCY LLC | 250 PEHLE AVE STE 400 PARK 80 PLAZA 2 SADDLE BROOK, NJ 07663 | METROPOLITAN LIFE INSURANCE COMPANY | — | $13K | $13K | 1.24% |
| 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 | — | $4K | $4K | 0.43% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH AND MCLENNAN AGENCY LLC | 6279 TRI RIDGE BLVD STE 400 LOVELAND, OH 45140 | METROPOLITAN LIFE INSURANCE COMPANY | — | $141 | $141 | 0.01% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON SOUTHEAST INC | PO BOX 13784 NEWARK, NJ 07188 | METROPOLITAN LIFE INSURANCE COMPANY | -$53 | $39 | -$14 | -0.00% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY, LLC | PO BOX 350 CONSHOHOCKEN, PA 19428 | VISION SERVICE PLAN | $3K | — | $3K | 1.58% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON SOUTHEAST | PO BOX 13784 NEWARK, NJ 07188 | VISION SERVICE PLAN | $2K | — | $2K | 1.51% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH AND MCLENNAN AGENCY LLC | 1 CHURCH STREET SUITE 500 ROCKVILLE, MD 20850 | VISION SERVICE PLAN | $2K | — | $2K | 1.41% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH AND MCLENNAN AGENCY LLC | 10201 FAIRFAX BLVD STE 500 FAIRFAX, VA 22030 | METROPOLITAN LIFE INSURANCE COMPANY | $9K | $38 | $9K | 19.93% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH AND MCLENNAN | 250 PEHLE AVE STE 400 PARK 80 PLAZA 2 SADDLE BROOK, NJ 07663 | METROPOLITAN LIFE INSURANCE COMPANY | — | $568 | $568 | 1.24% |
| 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 | — | $195 | $195 | 0.43% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY, LLC | 6279 TRI RIDGE BLVD STE 400 LOVELAND, OH 45140 | METROPOLITAN LIFE INSURANCE COMPANY | — | $6 | $6 | 0.01% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY, LLC | 10201 FAIRFAX BLVD STE 500 FAIRFAX, VA 22030 | METROPOLITAN LIFE INSURANCE COMPANY | $8K | $38 | $8K | 21.61% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY, LLC | 250 PEHLE AVE STE 400 PARK 80 PLAZA 2 SADDLE BROOK, NJ 07663 | METROPOLITAN LIFE INSURANCE COMPANY | — | $471 | $471 | 1.34% |
| 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 | — | $215 | $215 | 0.61% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY, LLC | 6279 TRI RIDGE BLVD STE 400 LOVELAND, OH 45140 | METROPOLITAN LIFE INSURANCE COMPANY | — | $5 | $5 | 0.01% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH AND MCLENNAN AGENCY LLC | 10201 FAIRFAX BLVD STE 500 FAIRFAX, VA 22030 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | $38 | $3K | 10.81% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH AND MCLENNAN | 250 PEHLE AVE STE 400 PARK 80 PLAZA 2 SADDLE BROOK, NJ 07663 | METROPOLITAN LIFE INSURANCE COMPANY | — | $382 | $382 | 1.33% |
| 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 | — | $251 | $251 | 0.88% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY, LLC | 6279 TRI RIDGE BLVD STE 400 LOVELAND, OH 45140 | METROPOLITAN LIFE INSURANCE COMPANY | — | $3 | $3 | 0.01% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY, LLC | 10201 FAIRFAX BLVD. STE 500 FAIRFAX, VA 22030 | METLIFE LEGAL PLANS | $1K | $274 | $2K | 8.98% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON SOUTHEAST, INC | PO BOX 13784 NEWARK, NJ 07188 | METLIFE LEGAL PLANS | $419 | — | $419 | 2.48% |
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 | 1,633 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 12 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,645 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | GROUP HOSPITALIZATION MEDICAL SERVICES, INC. | 1,763 | $7.6M |
| Dental(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 1,633 | $1.3M |
| Vision | VISION SERVICE PLAN | 763 | $159K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 1,633 | $1.0M |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 1,633 | $1.0M |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 1,633 | $1.0M |
| Prescription drug | GROUP HOSPITALIZATION MEDICAL SERVICES, INC. | 1,763 | $7.3M |
| Other(5 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 1,633 | $1.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,763 | — |
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.