| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| TRINITY BENEFIT ADVISORS, INC.3 Filed as: TRINITY BENEFIT ADVISORS | 660 AMERICAN AVE. SUITE 101 KING OF PRUSSIA, PA 19406 | DELTA DENTAL OF PENNSYLVANIA | $3K | $0 | $3K | 5.00% |
| TRINITY BENEFIT ADVISORS, INC.3 Filed as: TRINITY BENEFIT ADVISORS | 660 AMERICAN AVE STE 101 KING OF PRUSSIA, PA 19406 | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | $3K | $811 | $4K | 9.30% |
| TRINITY BENEFIT ADVISORS, INC.3 Filed as: TRINITY BENEFIT ADVISORS | 660 AMERICAN AVE STE 101 KING OF PRUSSIA, PA 19406 | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | $4K | $788 | $5K | 12.40% |
| TRINITY BENEFIT ADVISORS, INC.3 Filed as: TRINITY BENEFIT ADVISORS | 660 AMERICAN AVE STE 101 KING OF PRUSSIA, PA 19406 | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | $2K | $514 | $3K | 10.05% |
| TRINITY BENEFIT ADVISORS, INC.3 Filed as: TRINITY BENEFIT ADVISORS | 660 AMERICAN AVE STE 101 KING OF PRUSSIA, PA 19406 | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | $2K | $254 | $3K | 16.68% |
| TRINITY BENEFIT ADVISORS, INC.3 Filed as: TRINITY BENEFIT ADVISORS | 660 AMERICAN AVE STE 101 KING OF PRUSSIA, PA 19406 | VISION SERVICE PLAN | $668 | $0 | $668 | 7.99% |
| TRINITY BENEFIT ADVISORS, INC.3 Filed as: TRINITY BENEFIT ADVISORS | 660 AMERICAN AVE STE 101 KING OF PRUSSIA, PA 19406 | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | $1K | $153 | $1K | 16.81% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| INDEPENDENCE ADMINISTRATORS EIN 23-2184623 ADMIN | Claims processing Service code 12 | — | $62K |
| TRINITY BENEFIT ADVISORS BROKER | Insurance agents and brokers Service code 22 | 660 AMERICAN AVE. SUITE 101 KING OF PRUSSIA, PA 19406 | $51K |
| THE BENECON GROUP EIN 23-1315351 BROKER | Insurance agents and brokers Service code 22 | — | $19K |
| CONNECTCARE 3 EIN 26-1768616 PATIENT ADVOCATE | Other services Service code 49 | — | $7K |
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 | 129 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 131 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL OF PENNSYLVANIA | 254 | $61K |
| Vision | VISION SERVICE PLAN | 43 | $8K |
| Life insurance | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | 129 | $42K |
| Short-term disability | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | 129 | $29K |
| Long-term disability | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | 75 | $41K |
| Stop-loss / reinsurancereinsurance | EVEREST REINSURANCE COMPANY | 106 | $360K |
| Other(3 contracts) | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | 129 | $65K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 254 | — |
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.