| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP, A MARSH & MCLENNAN | AGENCY, LLC COMPANY 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | HARTFORD LIFE AND ACCIDENT | $453K | $315K | $768K | 8.47% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP, A MARSH MCLENNAN | AGENCY, LLC COMPANY 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | KAISER FOUNDATION HEALTH PLAN OF GEORGIA | -$194K | — | -$194K | -5.19% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP, A MARSH & MCLENNAN | AGENCY, LLC COMPANY 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | EYEMED VISION CARE | $175K | — | $175K | 9.78% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP, A MARSH MCLENNAN | AGENCY, LLC COMPANY 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | HARTFORD LIFE AND ACCIDENT | $41K | $28K | $69K | 8.45% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP, A MARSH & MCLENNAN | AGENCY, LLC COMPANY 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | KAISER FOUNDATION HEALTH PLAN OF HAWAII | $2K | — | $2K | 2.01% |
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 | 16,275 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 121 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 16,396 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(5 contracts, 5 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 1,506 | $16.5M |
| Vision | EYEMED VISION CARE | 24,763 | $1.8M |
| Life insurance | HARTFORD LIFE AND ACCIDENT | 16,275 | $9.1M |
| Short-term disability | HARTFORD LIFE AND ACCIDENT | 16,275 | $9.1M |
| Long-term disability | HARTFORD LIFE AND ACCIDENT | 16,275 | $9.1M |
| Prescription drug(5 contracts, 5 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 1,506 | $16.5M |
| Other | HARTFORD LIFE AND ACCIDENT | 16,275 | $814K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 24,763 | — |
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.