| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON SOUTHEAST, INC | 29848 NETWORK PLACE CHICAGO, IL 60673 | AETNA LIFE INSURANCE CO. | $5K | $2K | $7K | 1.77% |
| LIAZON BENEFITS INC3 | 199 SCOTT STREET BUFFALO, NY 14204 | AETNA LIFE INSURANCE CO. | $3K | — | $3K | 0.82% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF FLORIDA | 1450 BRICKELL AVENUE SUITE 1600 MIAMI, FL 33131 | AETNA LIFE INSURANCE CO. | $3K | — | $3K | 0.63% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON NORTHEAST, INC | PO BOX 416672 BOSTON, MA 02241 | AETNA LIFE INSURANCE CO. | — | $2K | $2K | 0.59% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON SOUTHEAST INC | 3407 W DR MARTIN LUTHER KING JR BLV STE 200 TAMPA, FL 33607 | METROPOLITAN LIFE INSURANCE COMPANY | $7K | $31 | $7K | 8.49% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF FLORIDA INC. | 4211 W BOY SCOTT BLVD STE 1000 PO BOX 904037 TAMPA, FL 33607 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $613 | $3K | 3.21% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF TENNESSEE INC | 26 CENTURY BLVD C/O JP MORGAN CHASE NASHVILLE, TN 37214 | METROPOLITAN LIFE INSURANCE COMPANY | — | $893 | $893 | 1.10% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON SOUTHEAST INC | 3407 W DR MARTIN LUTHER KING JR BLV STE 200 TAMPA, FL 33607 | METROPOLITAN LIFE INSURANCE COMPANY | $6K | — | $6K | 9.18% |
| LIAZON BENEFITS INC5 | 199 SCOTT ST FL 8 BUFFALO, NY 14204 | METROPOLITAN LIFE INSURANCE COMPANY | — | $3K | $3K | 4.98% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF FLORIDA INC. | 4211 W BOY SCOTT BLVD STE 1000 TAMPA, FL 33607 | METROPOLITAN LIFE INSURANCE COMPANY | $589 | $420 | $1K | 1.48% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF TENNESSSEE INC | 26 CENTURY BLVD C/O JP MORGAN CHASE NASHVILLE, TN 37214 | METROPOLITAN LIFE INSURANCE COMPANY | — | $784 | $784 | 1.15% |
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 | 169 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 173 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | AETNA HEALTH, INC. | 228 | $1.2M |
| Dental | AETNA LIFE INSURANCE CO. | 228 | $401K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 148 | $68K |
| Life insurance(2 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 175 | $150K |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 175 | $81K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 148 | $68K |
| Other(3 contracts, 2 carriers) | AETNA LIFE INSURANCE CO. | 228 | $551K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 228 | — |
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.