| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 350 CONSHOHOCKEN, PA 19428 | ANTHEM HEALTH PLANS OF VIRGINIA DBA ANTHEM BCBS (G1605) | $88K | $42K | $129K | 11.72% |
| BENEFIT COMPANY, INC. (THE)3 Filed as: BENEFIT COMPANY INC (THE) | PO BOX 23127 COLUMBIA, SC 29224 | ANTHEM HEALTH PLANS OF VIRGINIA DBA ANTHEM BCBS (G1605) | $31K | $0 | $31K | 2.77% |
| MARSH & MCLENNAN AGENCY LLC3 | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 194062772 | AMERITAS LIFE INSURANCE CORP | $30K | $3K | $33K | 11.00% |
| MARSH & MCLENNAN AGENCY LLC3 | 2929 ALLEN PARKWAY SUITE 2500 HOUSTON, TX 77019 | ANTHEM LIFE INSURANCE COMPANY | $17K | $0 | $17K | 9.85% |
| THE BENEFIT COMPANY INC3 | PO BOX 23127 COLUMBIA, SC 29224 | ANTHEM LIFE INSURANCE COMPANY | $7K | $0 | $7K | 3.94% |
| THE BENEFIT COMPANY INC3 | PO BOX 23127 COLUMBIA, SC 29224 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $10K | $0 | $10K | 9.66% |
| MARSH & MCLENNAN AGENCY LLC3 | 4900 LIBBIE MILL EAST BLVD SUITE 100 RICHMOND, VA 23230 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $6K | $0 | $6K | 6.10% |
| MARSH & MCLENNAN AGENCY LLC3 | 7701 AIRPORT CENTER DRIVE SUITE 1800 GREENSBORO, NC 227409047 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $4K | $0 | $4K | 3.51% |
| MARSH & MCLENNAN AGENCY LLC3 | 2301 SUGAR BUSH RD STE 600 RALEIGH, NC 27612 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $374 | $0 | $374 | 0.35% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP MARSH & MCLENNAN AGENCY | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $0 | $369 | $369 | 0.35% |
| MARSH & MCLENNAN AGENCY LLC3 | 2929 ALLEN PARKWAY SUITE 2500 HOUSTON, TX 77019 | ANTHEM LIFE INSURANCE COMPANY | $9K | $0 | $9K | 10.00% |
| THE BENEFIT COMPANY INC3 | PO BOX 23127 COLUMBIA, SC 29224 | ANTHEM LIFE INSURANCE COMPANY | $4K | $0 | $4K | 4.00% |
| MARSH & MCLENNAN AGENCY LLC3 | 2929 ALLEN PARKWAY SUITE 2500 HOUSTON, TX 77019 | ANTHEM LIFE INSURANCE COMPANY | $3K | $0 | $3K | 10.00% |
| THE BENEFIT COMPANY INC3 | PO BOX 23127 COLUMBIA, SC 29224 | ANTHEM LIFE INSURANCE COMPANY | $1K | $0 | $1K | 4.00% |
| THE BENEFIT COMPANY INC3 | PO BOX 23127 COLUMBIA, SC 29224 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $2K | $0 | $2K | 12.12% |
| MARSH & MCLENNAN AGENCY LLC3 | 4900 LIBBIE MILL EAST BLVD SUITE 100 RICHMOND, VA 23230 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $1K | $0 | $1K | 8.44% |
| MARSH & MCLENNAN AGENCY LLC3 | 7701 AIRPORT CENTER DRIVE SUITE 1800 GREENSBORO, NC 274099047 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $445 | $0 | $445 | 2.89% |
| MARSH & MCLENNAN AGENCY LLC3 | 2301 SUGAR BUSH RD STE 600 RALEIGH, NC 27612 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $75 | $0 | $75 | 0.49% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP,MARSH & MCLENNAN AGENCY | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $0 | $64 | $64 | 0.42% |
| THE BENEFIT COMPANY INC3 | PO BOX 23127 COLUMBIA, SC 29224 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $858 | $0 | $858 | 7.85% |
| MARSH & MCLENNAN AGENCY LLC3 | 4900 LIBBIE MILL EAST BLVD SUITE 100 RICHMOND, VA 23230 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $442 | $0 | $442 | 4.04% |
| MARSH & MCLENNAN AGENCY LLC3 | 7701 AIRPORT CENTER DRIVE SUITE 1800 GREENSBORO, NC 274099047 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $385 | $0 | $385 | 3.52% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP MARSH & MCLENNAN AGENCY | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $0 | $66 | $66 | 0.60% |
| MARSH & MCLENNAN AGENCY LLC3 | 2301 SUGAR BUSH RD STE 600 RALEIGH, NC 27612 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $32 | $0 | $32 | 0.29% |
| THE BENEFIT COMPANY INC3 | PO BOX 23127 COLUMBIA, SC 29224 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $742 | $0 | $742 | 10.90% |
| MARSH & MCLENNAN AGENCY LLC3 | 4900 LIBBIE MILL EAST BLVD SUITE 100 RICHMOND, VA 23230 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $484 | $0 | $484 | 7.11% |
| MARSH & MCLENNAN AGENCY LLC3 | 7701 AIRPORT CENTER DRIVE SUITE 1800 GREENSBORO, NC 274099047 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $214 | $0 | $214 | 3.14% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP MARSH & MCLENNAN AGENCY | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $0 | $31 | $31 | 0.46% |
| MARSH & MCLENNAN AGENCY LLC3 | 2301 SUGAR BUSH RD STE 600 RALEIGH, NC 27612 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $28 | $0 | $28 | 0.41% |
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 | 708 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 92 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 800 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | AMERITAS LIFE INSURANCE CORP | 1,218 | $303K |
| Vision | ANTHEM HEALTH PLANS OF VIRGINIA DBA ANTHEM BCBS (G1605) | 1,624 | $1.1M |
| Life insurance | ANTHEM LIFE INSURANCE COMPANY | 581 | $168K |
| Short-term disability | ANTHEM LIFE INSURANCE COMPANY | 736 | $88K |
| Long-term disability | ANTHEM LIFE INSURANCE COMPANY | 47 | $29K |
| Stop-loss / reinsurancereinsurance | ANTHEM HEALTH PLANS OF VIRGINIA DBA ANTHEM BCBS (G1605) | 1,624 | $1.1M |
| Other(4 contracts) | AMERICAN HERITAGE LIFE INSURANCE COMPANY | 167 | $139K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,624 | — |
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.