| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| STRATEGIC GROUP BENEFITS LLC3 Filed as: STRATEGIC GROUP BENEFITS, LLC | 6901 ROCKLEDGE DRIVE STE 700 BETHESDA, MD 208171819 | KAISER FOUNDATION HEALTH PLAN, INC. | $23K | $0 | $23K | 4.72% |
| MATHER BENEFIT ADMINISTRATORS, LLC5 Filed as: MATHER BENEFIT ADMINISTRATORS | 10540 YORK RD COCKEYSVILLE, MD 210302300 | METROPOLITAN LIFE INSURANCE COMPANY | $24K | $7K | $31K | 11.11% |
| STRATEGIC GROUP BENEFITS LLC3 | 6901 ROCKLEDGE DRIVE STE 700 BETHESDA, MD 208171819 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $2K | $2K | 0.88% |
| STRATEGIC GROUP BENEFITS LLC3 | 6901 ROCKLEDGE DRIVE SUITE 700 BETHESDA, MD 20817 | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC. | $7K | $36 | $7K | 5.01% |
| BENEFITMALL3 Filed as: MATHER & STROHL DBA BENEFITMAILL | 501 FAIRMOUNT AVE SUITE 400 TOWSON, MD 21286 | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC. | $2K | $0 | $2K | 1.40% |
| STRATEGIC GROUP BENEFITS LLC3 | 6901 ROCKLEDGE DRIVE STE 700 BETHESDA, MD 208171819 | VISION SERVICE PLAN | $1K | $0 | $1K | 4.94% |
| CENTERSTONE INSURANCE AND FINANCIAL3 Filed as: CENTERSTONE INSURANCE AND FIN SVCS | 12404 PARK CENTRAL DR STE 400 DALLAS, TX 752511803 | VISION SERVICE PLAN | $1K | $0 | $1K | 4.27% |
| STRATEGIC GROUP BENEFITS LLC3 | 6901 ROCKLEDGE DRIVE STE 700 BETHESDA, MD 20817 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $845 | $0 | $845 | 14.37% |
| BENEFITMALL5 Filed as: BENEFITMALL INC | 501 FAIRMOUNT AVE STE 400 TOWSON, MD 21286 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $169 | $169 | 2.87% |
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 | 317 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 320 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | AETNA LIFE INSURANCE COMPANY | 352 | $4.2M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 454 | $281K |
| Vision | VISION SERVICE PLAN | 225 | $26K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 454 | $281K |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 454 | $281K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 454 | $281K |
| Prescription drug(3 contracts, 3 carriers) | AETNA LIFE INSURANCE COMPANY | 352 | $4.2M |
| Other(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 454 | $287K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 454 | — |
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.