| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MELTZER GROUP INC. | 6500 ROCK SPRING DRIVE SUITE 410 BETHESDA, MD 20817 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $34K | $34K | 1.60% |
| PLANSOURCE BENEFITS ADMINISTRATION3 | 101 S GARLAND AVE SUITE 203 ORLANDO, FL 32801 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | -$62K | -$62K | -2.95% |
| IKON BENEFITS GROUP, INC.3 Filed as: IKON BENEFITS GROUP INC | — | TRIPLE S SALUD, INC. | $73K | $0 | $73K | 5.00% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MELTZER GROUP INC | 6500 ROCK SPRING DRIVE SUITE 401 BETHESDA, MD 20817 | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC | $29K | $0 | $29K | 2.33% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP MID-ATLANTIC SG LLC | 4740 CORRIDOR PLACE SUITE B BELTSVILLE, MD 20705 | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC | $4K | $0 | $4K | 0.28% |
| MJ INSURANCE3 Filed as: VARIOUS AGENTS-PLEASE SEE ATTACHED | — | TRANSAMERICA LIFE INSURANCE COMPANY | $38K | $0 | $38K | 18.90% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MELTZER GROUP | 6500 ROCK SPRING DR. STE 500 BETHESDA, MD 20817 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $20K | $0 | $20K | 10.91% |
| THE PARTNERS GROUP3 Filed as: TPG GROUP, INC | 10 TOWER LANE SUITE 100 AVON, CT 06001 | HARTFORD LIFE AND ACCIDENT | $1K | $0 | $1K | 1.79% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: THE MELTZER GROUP INC | 6500 ROCK SPRING DRIVE STE 500 BETHESDA, MD 20817 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $446 | $0 | $446 | 4.21% |
| MID ATLANTIC BENEFITS GROUP LLC3 | 203 MARKET ST STE 201 HARVE DE GRACE, MD 21078 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $445 | $0 | $445 | 4.20% |
| PLANSOURCE BENEFITS ADMINISTRATION3 | PO BOX 1313 ORLANDO, FL 32802 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $105 | $0 | $105 | 0.99% |
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 | 3,327 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 51 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 1,153 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 4,531 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(6 contracts, 6 carriers) | TRIPLE S SALUD, INC. | 184 | $3.1M |
| Dental(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 4,808 | $2.3M |
| Life insurance(2 contracts, 2 carriers) | STANDARD INSURANCE COMPANY | 3,479 | $2.1M |
| Long-term disability | STANDARD INSURANCE COMPANY | 3,479 | $1.9M |
| Prescription drug(3 contracts, 3 carriers) | TRIPLE S SALUD, INC. | 184 | $2.8M |
| Other(6 contracts, 6 carriers) | TRANSAMERICA LIFE INSURANCE COMPANY | 3,276 | $551K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,808 | — |
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.