| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| PROFESSIONAL PENSIONS INC3 | 10 RESEARCH PARKWAY WALLINGFORD, CT 06492 | AETNA LIFE INSURANCE CO | $47K | $0 | $47K | 1.82% |
| PREFERRED BENEFITS GROUP3 | 80 EAST STATE ROUTE 4 SUITE 245 PARAMUS, NJ 07652 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $28K | $13K | $41K | 8.74% |
| PREFERRED BENEFITS GROUP3 Filed as: PREFERRED BENEFITS GROUP, INC | 80 ROUTE 4 EAST SUITE 245 PARAMUS, NJ 07652 | COLONIAL LIFE & ACCIDENTAL INSURANCE COMPANY | $1K | $0 | $1K | 4.34% |
| LINDSAY JEAN WALTERS3 Filed as: LINDSAY JEAN WALKER | 520 N KINGSBURY ST CHICAGO, IL 60654 | COLONIAL LIFE & ACCIDENTAL INSURANCE COMPANY | $917 | $0 | $917 | 2.71% |
| BRAD BIEL3 | 2 GOLD STREET NEW YORK, NY 10038 | COLONIAL LIFE & ACCIDENTAL INSURANCE COMPANY | $402 | $184 | $586 | 1.73% |
| CDC CONSULTING SERVICES INC3 Filed as: CDC CONSULTING SERVICES, INC | 47 WESTERN AVE DEER PARK, NY 11729 | COLONIAL LIFE & ACCIDENTAL INSURANCE COMPANY | $388 | $0 | $388 | 1.15% |
| ELITE ADMINISTRATION3 | 193 SCHLAFER ROAD BAINBRIDGE, NY 13733 | COLONIAL LIFE & ACCIDENTAL INSURANCE COMPANY | $312 | $10 | $322 | 0.95% |
| DAVID A BETMAN3 Filed as: DAVID A. BETMAN | 4106 STOCONGA DRVIE BELTSVILLE, MD 20705 | COLONIAL LIFE & ACCIDENTAL INSURANCE COMPANY | $271 | $0 | $271 | 0.80% |
| GEORGE E BIEL3 | 1275 CROSSBILL COURT WESTON, FL 33327 | COLONIAL LIFE & ACCIDENTAL INSURANCE COMPANY | $126 | $0 | $126 | 0.37% |
| MARK STANLEY3 | 193 SCHLAFER ROAD BAINBRIDGE, NY 13733 | COLONIAL LIFE & ACCIDENTAL INSURANCE COMPANY | $101 | $18 | $119 | 0.35% |
| KIMBERLY FERGUSON3 | 4059 LOMAR DRIVCE MT. AIRY, MD 21771 | COLONIAL LIFE & ACCIDENTAL INSURANCE COMPANY | $28 | $18 | $46 | 0.14% |
| JAMEL WRIGHT3 | 341 MIDWOOD ST BROOKLYN, NY 11255 | COLONIAL LIFE & ACCIDENTAL INSURANCE COMPANY | $36 | $3 | $39 | 0.12% |
| TIMOTHY J REED3 Filed as: TIMOTHY REED | 21 AZALEA DRIVE LUMBERTON, NJ 08048 | COLONIAL LIFE & ACCIDENTAL INSURANCE COMPANY | $32 | $0 | $32 | 0.09% |
| PREFERRED BENEFITS GROUP3 Filed as: PREFERRED BENEFITS GROUP, INC | 80 ROUTE 4 EAST SUITE 245 PARAMUS, NJ 07652 | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE COMP | $2K | — | $2K | 9.16% |
| PREFERRED BENEFITS GROUP3 Filed as: PREFERRED BENEFITS GROUP INC. | 80 ROUTE 4 EAST SUITE 245 PARAMUS, NJ 07652 | THE PAUL REVERE LIFE INSURANCE COMPANY | $322 | $0 | $322 | 4.50% |
| LINDSAY JEAN WALTERS3 | 520 N KINGSBURY ST CHICAGO, IL 60654 | THE PAUL REVERE LIFE INSURANCE COMPANY | $196 | $0 | $196 | 2.74% |
| ELITE ADMINISTRATION3 | 193 SCHLAFER ROAD BAINBRIDGE, NY 13733 | THE PAUL REVERE LIFE INSURANCE COMPANY | $160 | $0 | $160 | 2.24% |
| BRAD BIEL3 | 2 GOLD STREET NEW YORK, NY 10038 | THE PAUL REVERE LIFE INSURANCE COMPANY | $85 | $0 | $85 | 1.19% |
| TIMOTHY J REED3 | 21 AZAKEA DRIVE LUMBERTON, NJ 08048 | THE PAUL REVERE LIFE INSURANCE COMPANY | $62 | $13 | $75 | 1.05% |
| MARK STANLEY3 | 193 SCHLAFER ROAD BAINBRIDGE, NY 13733 | THE PAUL REVERE LIFE INSURANCE COMPANY | $45 | $15 | $60 | 0.84% |
| JOSEPH PAUL PEPLINSKI3 | 4243 CANOE CREEK LANE LIVERPOOL, NY 13090 | THE PAUL REVERE LIFE INSURANCE COMPANY | $14 | $0 | $14 | 0.20% |
| THE WORKSIGHT GROUP LLC3 | 310 PASSAIC AVENUE FAIRFIELD, NJ 07004 | THE PAUL REVERE LIFE INSURANCE COMPANY | $3 | $9 | $12 | 0.17% |
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 | 431 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 431 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE CO | 431 | $2.6M |
| Dental | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 214 | $469K |
| Vision | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE COMP | 248 | $17K |
| Life insurance(2 contracts, 2 carriers) | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 214 | $503K |
| Short-term disability | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 214 | $469K |
| Long-term disability | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 214 | $469K |
| Other(2 contracts, 2 carriers) | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 214 | $477K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 431 | — |
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."
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.