| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| AARON C. DAVIS3 Filed as: AARON C DAVIS | 377 N TANNERY RD WESTMINSTER, MD 21157 | CAREFIRST BLUECHOICE | $44K | $22K | $67K | 3.00% |
| AARON C. DAVIS3 | 377 N TANNERY RD WESTMINSTER, MD 21157 | HEALTHKEEPERS, INC. | $11K | — | $11K | 2.34% |
| NEXTLOGICAL BENEFIT STRATEGIES LLC3 Filed as: NEXTLOGICAL BENEFIT STRATEGIES, LLC | 377 N TANNERT RD WESTMINSTER, MD 211576382 | METROPOLITAN LIFE INSURANCE COMPANY | — | $80 | $80 | 0.10% |
| AARON C. DAVIS3 Filed as: AARON C DAVIS | 377 N TANNERY RD WESTMINSTER, MD 21157 | ANTHEM PLANS OF VIRGINIA, INC. | — | — | $0 | — |
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 | 336 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 336 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | CAREFIRST BLUECHOICE | 370 | $2.7M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 627 | $147K |
| Vision(2 contracts, 2 carriers) | HEALTHKEEPERS, INC. | 87 | $459K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 336 | $80K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 336 | $80K |
| Prescription drug | CAREFIRST BLUECHOICE | 370 | $2.2M |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 336 | $80K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 627 | — |
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.