| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 350 CONSHOHOCKEN, PA 19428 | HARTFORD LIFE AND ACCIDENT | $0 | $473K | $473K | 3.26% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 350 CONSHOHOCKEN, PA 19428 | EYEMED VISION CARE | $86K | $0 | $86K | 5.51% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 350 CONSHOHOCKEN, PA 19428 | SUN LIFE ASSURANCE COMPANY OF CANADA | $0 | $55K | $55K | 5.09% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 350 CONSHOHOCKEN, PA 19428 | HARTFORD LIFE AND ACCIDENT | $0 | $17K | $17K | 2.20% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 350 CONSHOHOCKEN, PA 19428 | METROPOLITAN LIFE INSURANCE COMPANY | $34K | $9K | $43K | 73.77% |
| ALIGHT SOLUTIONS3 Filed as: ALIGHT SOLUTIONS LLC | PO BOX 95135 CHICAGO, IL 60694 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $6K | $6K | 10.55% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 350 CONSHOHOCKEN, PA 19428 | METROPOLITAN LIFE INSURANCE COMPANY | $17K | $5K | $22K | 93.93% |
| ALIGHT SOLUTIONS3 Filed as: ALIGHT SOLUTIONS LLC | PO BOX 95135 CHICAGO, IL 60694 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $3K | $3K | 13.36% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 350 CONSHOHOCKEN, PA 19428 | METROPOLITAN LIFE INSURANCE COMPANY | $6K | $3K | $9K | 48.71% |
| ALIGHT SOLUTIONS3 Filed as: ALIGHT SOLUTIONS LLC | PO BOX 95135 CHICAGO, IL 60694 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $2K | $2K | 11.56% |
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 | 16,125 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 617 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 16,742 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(10 contracts, 7 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 1,068 | $20.4M |
| Vision | EYEMED VISION CARE | 12,083 | $1.6M |
| Life insurance | HARTFORD LIFE AND ACCIDENT | 16,125 | $14.5M |
| Short-term disability | HARTFORD LIFE AND ACCIDENT | 16,125 | $14.5M |
| Long-term disability | HARTFORD LIFE AND ACCIDENT | 16,125 | $14.5M |
| Prescription drug(7 contracts, 6 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 1,068 | $20.3M |
| Stop-loss / reinsurancereinsurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 11,841 | $1.1M |
| Other(5 contracts, 2 carriers) | HARTFORD LIFE AND ACCIDENT | 21,461 | $15.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 21,461 | — |
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.