| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| COMPASS CONSULTING GROUP INC3 Filed as: COMPASS CONSULTING GROUP, LLC | 4348 SOUTHPOINT BOULEVARD SUITE 400 JACKSONVILLE, FL 32216 | BLUE CROSS AND BLUE SHIELD OF FLORIDA | $1.1M | — | $1.1M | 1.03% |
| APRIL MECHATTO3 Filed as: APRIL J ROSENBERG | — | BLUECROSS BLUESHIELD OF TEXAS | $393K | — | $393K | 0.55% |
| AON CONSULTING INC3 Filed as: AON CONSULTING, INC. | 29840 NETWORK PLACE CHICAGO, IL 606731298 | BLUECROSS BLUESHIELD OF TEXAS | $358K | — | $358K | 0.50% |
| COMPASS CONSULTING GROUP INC3 Filed as: COMPASS CONSULTING GROUP, LLC | 4348 SOUTHPOINT BOULEVARD SUITE 400 JACKSONVILLE, FL 32216 | HEALTH OPTIONS, INC. | $821K | — | $821K | 1.55% |
| COMPASS CONSULTING GROUP INC3 | 315 E BAY STREET SUITE 400 JACKSONVILLE, FL 322022983 | METROPOLITAN LIFE INSURANCE COMPANY | — | $31 | $31 | 0.00% |
| COMPASS CONSULTING GROUP INC3 | 315 E BAY STREET SUITE 400 JACKSONVILLE, FL 322022983 | METROPOLITAN LIFE INSURANCE COMPANY | $1.5M | $296K | $1.8M | 7.66% |
| PAYCHEX INSURANCE AGENCY, INC.3 Filed as: PAYCHEX INSURANCE AGENCY | 150 SAWGRASS DRIVE ROCHESTER, NY 146204648 | METROPOLITAN LIFE INSURANCE COMPANY | $859K | — | $859K | 3.63% |
| AON CONSULTING INC3 | 29840 NETWORK PLACE CHICAGO, IL 606731298 | METROPOLITAN LIFE INSURANCE COMPANY | $249K | $112 | $249K | 1.05% |
| AON CONSULTING INC3 | 29840 NETWORK PLACE CHICAGO, IL 606731298 | METROPOLITAN LIFE INSURANCE COMPANY | — | $25K | $25K | 0.10% |
| AON CONSULTING INC3 | 29840 NETWORK PLACE CHICAGO, IL 606731298 | METROPOLITAN LIFE INSURANCE COMPANY | — | $6K | $6K | 0.02% |
| AON CONSULTING INC3 | 29840 NETWORK PLACE CHICAGO, IL 606731298 | METROPOLITAN LIFE INSURANCE COMPANY | $331K | $112 | $331K | 10.38% |
| AON CONSULTING INC3 | 29840 NETWORK PLACE CHICAGO, IL 606731298 | METROPOLITAN LIFE INSURANCE COMPANY | — | $33K | $33K | 1.03% |
| AON CONSULTING INC3 | 29840 NETWORK PLACE CHICAGO, IL 606731298 | METROPOLITAN LIFE INSURANCE COMPANY | — | $8K | $8K | 0.24% |
| PAYCHEX INSURANCE AGENCY, INC.3 Filed as: PAYCHEX INSURANCE AGENCY | 150 SAWGRASS DRIVE ROCHESTER, NY 146204648 | METROPOLITAN LIFE INSURANCE COMPANY | $264K | — | $264K | 10.36% |
| COMPASS CONSULTING GROUP INC3 | 315 E BAY STREET SUITE 400 JACKSONVILLE, FL 322022983 | METROPOLITAN LIFE INSURANCE COMPANY | $179K | $18K | $197K | 7.74% |
| DIGITAL INSURANCE LLC3 | 200 GALLERIA PARKWAY SUITE 1950 ATLANTA, GA 30339 | HARTFORD LIFE AND ACCIDENT | — | $653K | $653K | 41.08% |
| AON CONSULTING INC3 | 29840 NETWORK PLACE CHICAGO, IL 606731298 | METROPOLITAN LIFE INSURANCE COMPANY | $57K | $112 | $57K | 9.63% |
| AON CONSULTING INC3 | 29840 NETWORK PLACE CHICAGO, IL 606731298 | METROPOLITAN LIFE INSURANCE COMPANY | — | $1K | $1K | 0.20% |
| PAYCHEX INSURANCE AGENCY, INC.3 Filed as: PAYCHEX INSURANCE AGENCY | 150 SAWGRASS DRIVE ROCHESTER, NY 146204648 | METROPOLITAN LIFE INSURANCE COMPANY | $56K | — | $56K | 9.69% |
| COMPASS CONSULTING GROUP INC3 | 315 E BAY STREET SUITE 400 JACKSONVILLE, FL 322022983 | METROPOLITAN LIFE INSURANCE COMPANY | $33K | $3K | $37K | 6.35% |
| CORPORATE SYNERGIES GROUP LLC3 Filed as: AJZ SYNERGIES | 327 STRATHMORE DRIVE BRYN MAWR, PA 19010 | NATIONAL GUARDIAN LIFE INSURANCE COMPANY | $12K | — | $12K | 5.96% |
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 | 197,675 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 319 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 197,994 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(14 contracts, 13 carriers) | AETNA LIFE INSURANCE CO. | 101,280 | $446.3M |
| Dental(2 contracts, 2 carriers) | AETNA LIFE INSURANCE CO. | 101,280 | $204.8M |
| Vision | AETNA LIFE INSURANCE CO. | 101,280 | $176.3M |
| Life insurance(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 147,037 | $25.2M |
| Short-term disability(5 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 147,037 | $31.8M |
| Long-term disability(4 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 147,037 | $29.0M |
| Prescription drug(10 contracts, 9 carriers) | BLUECROSS BLUESHIELD OF TEXAS | 11,474 | $159.5M |
| Other(4 contracts, 4 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 147,037 | $25.7M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 147,037 | — |
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."
Multiple-employer welfare arrangement. Specific regulatory and compliance context; specific consultant niche.