| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC3 | PO BOX 28852 NEW YORK, NY 10087 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $67K | $67K | 1.61% |
| WILLIS TOWERS WATSON US LLC3 | PO BOX 28852 NEW YORK, NY 10087 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $28 | $28 | 0.00% |
| WILLIS TOWERS WATSON US LLC3 | PO BOX 28852 LOCKBOX 28852 NEW YORK, NY 10087 | HARTFORD LIFE AND ACCIDENT | $0 | $53K | $53K | 1.89% |
| WILLIS TOWERS WATSON US LLC3 | PO BOX 28852 NEW YORK, NY 10087 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $11K | $11K | 1.65% |
| WILLIS TOWERS WATSON US LLC3 | PO BOX 28852 NEW YORK, NY 10087 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $28 | $28 | 0.00% |
| MULLINTBG INSURANCE AGENCY SERVICES3 | 33174 COLLECTION CENTER DR CHICAGO, IL 60693 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $8K | $856 | $9K | 4.16% |
| M FINANCIAL HOLDINGS INC3 | 1125 NW COUCH ST SUITE 900 PORTLAND, OR 97209 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $0 | $4K | $4K | 1.72% |
| MULLIN BARENS SANFORD FINANCIAL3 | 3719 SANTA CLAUS LN CARPINTERIA, CA 93013 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $0 | $3K | $3K | 1.39% |
| MULLINTBG INSURANCE AGENCY SERVICES3 | 33174 COLLECTION CENTER DR CHICAGO, IL 60693 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $3K | $0 | $3K | 9.37% |
| M FINANCIAL HOLDINGS INC3 | 1125 NW COUCH ST SUITE 900 PORTLAND, OR 97209 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $0 | $473 | $473 | 1.43% |
| PEACOCK, GEORGE, JOSEPH3 | 3624 RAYMOND ST CHEVY CHASE, MD 20815 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $342 | $0 | $342 | 1.03% |
| MULLINTBG INSURANCE AGENCY SERVICES3 | 33174 COLLECTION CENTER DR CHICAGO, IL 60693 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $337 | $20 | $357 | 6.20% |
| M FINANCIAL HOLDINGS INC3 | 1125 NW COUCH ST SUITE 900 PORTLAND, OR 97209 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $0 | $83 | $83 | 1.44% |
| MULLIN BARENS SANFORD FINANCIAL3 | 3719 SANTA CLAUS LN CARPINTERIA, CA 93013 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $0 | $52 | $52 | 0.90% |
| MULLIN BARENS SANFORD FINANCIAL3 | 3719 SANTA CLAUS LN CARPINTERIA, CA 93013 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $479 | $111 | $590 | 13.98% |
| M FINANCIAL HOLDINGS INC3 | 1125 NW COUCH ST SUITE 900 PORTLAND, OR 97209 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $0 | $108 | $108 | 2.56% |
| MULLINTBG INSURANCE AGENCY SERVICES3 | 33174 COLLECTION CENTER DR CHICAGO, IL 60693 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $91 | $14 | $105 | 2.49% |
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 | 7,392 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 263 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 426 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 8,081 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC | 972 | $5.2M |
| Dental | AETNA LIFE INSURANCE COMPANY | 1,253 | $432K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 14,101 | $4.2M |
| Long-term disability(5 contracts, 2 carriers) | HARTFORD LIFE AND ACCIDENT | 7,353 | $3.0M |
| Other(4 contracts, 4 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 7,675 | $1.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 14,101 | — |
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.