| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| REUBEN WARNER ASSOCIATES, INC.3 Filed as: L WARNER COMPANIES INC | 9690 DEERECO RD SUITE 600 TIMONIUM, MD 21093 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $24K | — | $24K | 1.26% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: THE MELTZER GROUP, INC | 6500 ROCK SPRING DRIVE SUITE 500 BETHESDA, MD 20817 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $24K | — | $24K | 1.26% |
| MARSH & MCLENNAN AGENCY LLC3 | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $14K | — | $14K | 0.75% |
| MARSH & MCLENNAN AGENCY LLC3 | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $31K | — | $31K | 2.02% |
| REUBEN WARNER ASSOCIATES, INC.3 Filed as: L WARNER COMPANIES INC | 9690 DEERECO RD SUITE 600 TIMONIUM, MD 21093 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $19K | — | $19K | 1.24% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: THE MELTZER GROUP, INC | 5400 ROCK SPRING DRIVE SUITE 500 BETHESDA, MA 20817 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $19K | — | $19K | 1.24% |
| MARSH & MCLENNAN AGENCY LLC3 | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $13K | — | $13K | 1.99% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: THE MELTZER GROUP, INC | 6500 ROCK SPRING DRIVE SUITE 500 BETHESDA, MA 20817 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $8K | — | $8K | 1.26% |
| REUBEN WARNER ASSOCIATES, INC.3 Filed as: L WARNER COMPANIES INC | 9690 DEERECO RD SUITE 600 TIMONIUM, MD 21093 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $8K | — | $8K | 1.26% |
| MARSH & MCLENNAN AGENCY LLC3 | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $3K | — | $3K | 2.01% |
| REUBEN WARNER ASSOCIATES, INC.3 Filed as: L WARNER COMPANIES INC | 9690 DEERECO RD SUITE 600 TINONIUM, MD 21093 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $2K | — | $2K | 1.24% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: THE MELTZER GROUP, INC | 6500 ROCK SPRING DRIVE SUITE 500 BETHESDA, MD 20817 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $2K | — | $2K | 1.24% |
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 | 9,575 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 1 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 9,580 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN OF MID-ATLANTIC STATES, INC. | 977 | $6.3M |
| Dental | ALPHA DENTAL PROGRAMS, INC. | 1,692 | $263K |
| Vision | FIDELITY SECURITY LIFE INSURANCE COMPANY | 11,819 | $680K |
| Life insurance(2 contracts) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 11,310 | $2.2M |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 9,410 | $1.9M |
| Other(2 contracts) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 11,310 | $788K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 11,819 | — |
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.