| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 Filed as: PACIFIC RESOURCES BENEFITS ADVISORS | 1 BEACON ST STE 17100 BOSTON, MA 021083107 | METLIFE INSURANCE COMPANY | $0 | $4K | $4K | 3.82% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 350 CONSHOHOCKEN, PA 194280350 | METLIFE INSURANCE COMPANY | $0 | $4K | $4K | 3.82% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: PACIFIC RESOURCES BENEFITS ADVISORS | 1 BEACON ST STE 17100 BOSTON, MA 021083107 | METLIFE INSURANCE COMPANY | $0 | $93 | $93 | 0.09% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 350 CONSHOHOCKEN, PA 194280350 | METLIFE INSURANCE COMPANY | $0 | $1 | $1 | 0.00% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 350 CONSHOHOCKEN, PA 194280350 | METLIFE INSURANCE COMPANY | $1K | $2K | $4K | 7.58% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: PACIFIC RESOURCES BENEFITS ADVISORS | 1 BEACON ST STE 17100 BOSTON, MA 021083107 | METLIFE INSURANCE COMPANY | $420 | $2K | $3K | 5.43% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 350 CONSHOHOCKEN, PA 194280350 | METLIFE INSURANCE COMPANY | $0 | $1 | $1 | 0.00% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 350 CONSHOHOCKEN, PA 194280350 | METROPOLITAN LIFE INSURANCE COMPANY | $4K | $321 | $4K | 13.15% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: PACIFIC RESOURCES BENEFITS ADVISORS | 1 BEACON ST STE 17100 BOSTON, MA 021083107 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | $192 | $2K | 5.16% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY LLCHTTPS// | PO BOX 350 CONSHOHOCKEN, PA 194280350 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $1 | $1 | 0.00% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY LLCMINION E | PO BOX 350 CONSHOHOCKEN, PA 194280350 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $175 | $2K | 13.07% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: PACIFIC RESOURCES BENEFITS ADVISORS | 1 BEACON ST STE 17100 BOSTON, MA 021083107 | METROPOLITAN LIFE INSURANCE COMPANY | $594 | $170 | $764 | 4.40% |
| ALIGHT SOLUTIONS3 | 4 OVERLOOK PT LINCOLNSHIRE, IL 600694337 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $538 | $538 | 3.10% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 350 CONSHOHOCKEN, PA 194280350 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $1 | $1 | 0.01% |
| ALIGHT SOLUTIONS3 Filed as: ALIGHT SOLUTIONS LLC | 901 MAIN ST STE 5800 DALLAS, TX 752023707 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $1 | $1 | 0.01% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 350 CONSHOHOCKEN, PA 194280350 | METROPOLITAN LIFE INSURANCE COMPANY | $969 | $81 | $1K | 12.94% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: PACIFIC RESOURCES BENEFITS ADVISORS | 1 BEACON ST STE 17100 BOSTON, MA 021083107 | METROPOLITAN LIFE INSURANCE COMPANY | $246 | $68 | $314 | 3.87% |
| ALIGHT SOLUTIONS3 | 4 OVERLOOK PT LINCOLNSHIRE, IL 600694337 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $243 | $243 | 3.00% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 350 CONSHOHOCKEN, PA 194280350 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $1 | $1 | 0.01% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 350 CONSHOHOCKEN, PA 194280350 | METROPOLITAN LIFE INSURANCE COMPANY | $22 | $2 | $24 | 9.49% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: PACIFIC RESOURCES BENEFITS ADVISORS | 1 BEACON ST STE 17100 BOSTON, MA 021083107 | METROPOLITAN LIFE INSURANCE COMPANY | $12 | $2 | $14 | 5.53% |
| CUSTOM BENEFITS PROGRAMS3 | PO BOX 6718 SOMERSET, NJ 08650 | METROPOLITAN LIFE INSURANCE COMPANY | $4 | $0 | $4 | 1.58% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 350 CONSHOHOCKEN, PA 194280350 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $1 | $1 | 0.40% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: PACIFIC RESOURCES BENEFITS ADVISORS | 1 BEACON ST STE 17100 BOSTON, MA 021083107 | METROPOLITAN LIFE INSURANCE COMPANY | $6 | $264 | $270 | 257.14% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 350 CONSHOHOCKEN, PA 194280350 | METROPOLITAN LIFE INSURANCE COMPANY | $12 | $1 | $13 | 12.38% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 350 CONSHOHOCKEN, PA 194280350 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $1 | $1 | 0.95% |
| ALIGHT SOLUTIONS3 | 4 OVERLOOK PT LINCOLNSHIRE, IL 600694337 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $1 | $1 | 0.95% |
| ALIGHT SOLUTIONS3 | 4 OVERLOOK PT LINCOLNSHIRE, IL 600694337 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $1 | $1 | 0.95% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 350 CONSHOHOCKEN, PA 194280350 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $1 | $1 | — |
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 | 1,024 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 1,024 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(6 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 187 | $58K |
| Life insurance(2 contracts) | METLIFE INSURANCE COMPANY | 1,024 | $148K |
| Other(4 contracts, 3 carriers) | METLIFE INSURANCE COMPANY | 1,491 | $177K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,491 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.