| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC Filed as: MARSH & MCLENNAN AGENCY, LLC | BOX 350 CONSHOHOCKEN, PA 19428 | CIGNA DENTAL | $7K | — | $7K | 11.83% |
| MARSH & MCLENNAN AGENCY LLC | PO BOX 350 CONSHOHOCKEN, PA 19428 | SUN LIFE ASSURANCE COMPANY OF CANADA | $9K | — | $9K | 18.83% |
| GLENN ZIMMERMAN INC | 1510 HIGH ROCK ROAD GIBSONVILLE, NC 27249 | COLONIAL LIFE AND ACCIDENT COMPANY | $917 | $12 | $929 | 5.26% |
| LESLEY BENEFITS | PO BOX 29236 GREENSBORO, NC 27429 | COLONIAL LIFE AND ACCIDENT COMPANY | $561 | — | $561 | 3.17% |
| NANCY Y BELL | 4213 HENDERSON ROAD GREENSBORO, NC 27410 | COLONIAL LIFE AND ACCIDENT COMPANY | $246 | — | $246 | 1.39% |
| SWIDPRO LLC Filed as: SWIDPRO | 3316 SINGLELEAF LN RALEIGH, NC 27616 | COLONIAL LIFE AND ACCIDENT COMPANY | $57 | $20 | $77 | 0.44% |
| MAY WAY OF WAKE COUNTY INC | 124 CHATTERSON DRIVE RALEIGH, NC 27615 | COLONIAL LIFE AND ACCIDENT COMPANY | $72 | — | $72 | 0.41% |
| BARRETT L PATTERSON | 1522 DELLWOOD DRIVE RALEIGH, NC 27607 | COLONIAL LIFE AND ACCIDENT COMPANY | $25 | — | $25 | 0.14% |
| BENEFIT COUNT LI INC Filed as: BENEFIT COUNT II INC | 1401 CHRISTMAS CT. RALEIGH, NC 27604 | COLONIAL LIFE AND ACCIDENT COMPANY | $21 | — | $21 | 0.12% |
| JASON DOUGLAS WISE | 8257 PRIMANTI BLVD RALEIGH, NC 27612 | COLONIAL LIFE AND ACCIDENT COMPANY | $1 | — | $1 | 0.01% |
| MARSH & MCLENNAN AGENCY LLC | MMA TRION OPERATING, LBX 41203 MA5-527-02-07 0 MORRISSEY BLVD DORCHESTER, MA 02125 | COMMUNITY EYE CARE | $666 | — | $666 | 10.00% |
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 | 100 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 100 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 102 | $316K |
| Dental | CIGNA DENTAL | 98 | $56K |
| Vision | COMMUNITY EYE CARE | 103 | $7K |
| Life insurance(2 contracts, 2 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 124 | $66K |
| Short-term disability(2 contracts, 2 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 124 | $66K |
| Long-term disability(2 contracts, 2 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 124 | $66K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 124 | — |
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.