| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES INC. | 8200 GREENSBORO DRIVE MCLEAN, VA 22102 | GROUP HOSPITALIZATION MEDICAL SERVICES, INC. | — | $52K | $52K | 3.58% |
| EMPLOYEE BENEFITS CORP OF AMERICA3 Filed as: EMPLOYEE BENEFITS CORP AMERICA | 1410 SPRING HILL ROAD SUITE 150 MCLEAN, VA 22102 | GROUP HOSPITALIZATION MEDICAL SERVICES, INC. | — | $10K | $10K | 0.72% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH AND BENEFITS LLC. | 1050 CONNECTICUT AVENUE NW SUITE 700 WASHINGTON, DC 20036 | GROUP HOSPITALIZATION MEDICAL SERVICES, INC. | — | -$11K | -$11K | -0.78% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 8200 GREENSBORO DRIVE MCLEAN, VA 22102 | SUN LIFE ASSURANCE COMPANY OF CANADA | $11K | — | $11K | 6.42% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 8200 GREENSBORO DRIVE MCLEAN, VA 22102 | DELTA DENTAL OF VIRGINIA | $6K | — | $6K | 6.83% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 123 SOUTH ADAMS STREET PETERSBURGH, VA 23804 | AETNA LIFE INSURANCE COMPANY | $8K | — | $8K | 10.79% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES INC. | 3975 FAIR RIDGE DRIVE SUITE 110N FAIRFAX, VA 22033 | EYEMED VISION CARE O/B/O THE FIDELITY SECURITY LIFE INSURANCE COMPANY | $308 | — | $308 | 3.83% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS, LLC. | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | EYEMED VISION CARE O/B/O THE FIDELITY SECURITY LIFE INSURANCE COMPANY | $2 | — | $2 | 0.02% |
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 | 130 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 130 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | GROUP HOSPITALIZATION MEDICAL SERVICES, INC. | 190 | $1.5M |
| Dental(2 contracts, 2 carriers) | DELTA DENTAL OF VIRGINIA | 234 | $166K |
| Vision(3 contracts, 3 carriers) | GROUP HOSPITALIZATION MEDICAL SERVICES, INC. | 190 | $1.5M |
| Life insurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 130 | $173K |
| Short-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 130 | $173K |
| Long-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 130 | $173K |
| Other | SUN LIFE ASSURANCE COMPANY OF CANADA | 130 | $173K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 234 | — |
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.