| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC.3 | PO BOX 95287 CHICAGO, IL 60694 | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC | $58K | $4K | $63K | 2.63% |
| MATHER & STROHL ADMIN SVCS INC3 Filed as: MATHER AND STROHL | 501 FAIRMOUNT AVENUE, SUITE 400 TOWSON, MD 21286 | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC | $3K | $2K | $5K | 0.21% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 702 KING FARM BOULEVARD SUITE 210 ROCKVILLE, MD 20850 | METROPOLITAN LIFE INSURANCE COMPANY | $4K | $63 | $4K | 3.22% |
| MATHER BENEFIT ADMINISTRATORS, LLC5 | 10540 YORK ROAD COCKEYSVILLE, MD 21030 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $642 | $3K | 1.92% |
| GALLAGHER BENEFIT SERVICES, INC.3 | PO BOX 3009 ARLINGTON HEIGHTS, IL 60006 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $2K | $2K | 1.38% |
| GALLAGHER BENEFIT SERVICES, INC.3 | PO BOX 95287 CHICAGO, IL 60694 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $5 | $5 | 0.00% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 15800 CRABBS BRANCH WAY, SUITE 350 ROCKVILLE, MD 20855 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $14K | $0 | $14K | 11.00% |
| IMG5 | 2960 NORTH MERIDIAN STREET INDIANAPOLIS, IN 46208 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $0 | $58 | $58 | 0.04% |
| MJ INSURANCE3 Filed as: JASON D. ELLIS AND VARIOUS AGENTS | 1 ELLIS COURT PERRYVILLE, MD 21078 | AFLAC | $4K | $0 | $4K | 3.01% |
| ENROLLEASE3 Filed as: GOLDEN AND COHEN LLC | 6500 ROCK SPRING DRIVE, SUITE 500 BETHESDA, MD 20817 | AFLAC | $3K | $0 | $3K | 2.30% |
| THOMAS ASSOCIATES LLC3 | 110 DUSTIN LANE NW MADISON, AL 35757 | AFLAC | $3K | $0 | $3K | 2.04% |
| THOMAS ASSOCIATES LLC3 Filed as: B. THOMAS EMPLOYEE BENEFITS LLC | 110 DUSTIN LANE NW MADISON, AL 35757 | AFLAC | $1K | $0 | $1K | 1.10% |
| MID ATLANTIC BENEFITS GROUP LLC3 | 203 MARKET STREET, SUITE 210 HAVRE DE GRACE, MD 21078 | AFLAC | $1K | $0 | $1K | 1.03% |
| MICHAEL C WALKER3 Filed as: MICHAEL C. WALKER | 203 MARKET STREET, SUITE 201 HAVRE DE GRACE, MD 21078 | AFLAC | $1K | $0 | $1K | 1.02% |
| AUTUMN STROHMAIER3 | 242 BUTTONWOOD ROAD LANDENBERG, PA 19350 | AFLAC | $705 | $0 | $705 | 0.54% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 15800 CRABBS BRANCH WAY, SUITE 350 ROCKVILLE, MD 20855 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $3K | $0 | $3K | 10.00% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: PACIFIC RESOURCES BENEFITS ADVISORS | 12647 ALCOSTA BOULEVARD SUITE 330 SAN RAMON, CA 94583 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $3K | $0 | $3K | 10.00% |
| GALLAGHER BENEFIT SERVICES, INC.3 | PO BOX 95287 CHICAGO, IL 60694 | VISION SERVICE PLAN | $2K | $0 | $2K | 11.37% |
| CENTERSTONE INSURANCE AND FINANCIAL3 Filed as: CENTERSTONE INS. AND FIN. SERVICES | 12404 PARK CENTRAL DRIVE, SUITE 400 DALLAS, TX 75251 | VISION SERVICE PLAN | $62 | $0 | $62 | 0.34% |
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 | 358 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 7 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 365 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC | 208 | $2.4M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 334 | $134K |
| Vision | VISION SERVICE PLAN | 127 | $18K |
| Life insurance | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 355 | $129K |
| Short-term disability | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 355 | $129K |
| Long-term disability | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 355 | $129K |
| Prescription drug | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC | 208 | $2.4M |
| Other(3 contracts, 3 carriers) | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 355 | $286K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 355 | — |
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.