| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ASHTON BENEFITS3 Filed as: ASHTON BENEFITS CORP. | 600 SYLVAN AVE SUITE 301 ENGLEWOOD CLIFFS, NJ 07632 | GROUP HEALTH INCORPORATED | $48K | — | $48K | 3.01% |
| IPA INC3 | 6800 JERICHO TURNPIKE SYOSSET, NY 11791 | AETNA LIFE INSURANCE CO. | $2K | — | $2K | 2.70% |
| BRADLEY GREENBERG3 Filed as: BRADLEY ASHTON GREENBERG | 910 SYLVAN AVE SUITE 115 B ENGLEWOOD CLIFFS, NJ 07632 | AETNA LIFE INSURANCE CO. | $2K | — | $2K | 2.21% |
| GA SOLUTIONS LLC3 | 50 BROADWAY SUITE 2 HAWTHORNE, NY 10532 | MUTUAL OF OMAHA INSURANCE COMPANY | $8K | — | $8K | 18.08% |
| GA SOLUTIONS LLC3 | 50 BROADWAY SUITE 2 HAWTHORNE, NY 10532 | COMPANION LIFE INSURANCE COMPANY | $3K | — | $3K | 15.00% |
| ASHTON BENEFITS3 Filed as: ASHTON BENEFITS CORP | 600 SYLVAN AVE SUITE 301 ENGLEWOOD CLIFFS, NJ 07632 | UNION SECURITY INSURANCE COMPANY OF NEW YORK | $2K | — | $2K | 15.00% |
| GA SOLUTIONS LLC3 | 50 BROADWAY HAWTHORNE, NY 10532 | UNION SECURITY INSURANCE COMPANY OF NEW YORK | — | $671 | $671 | 5.00% |
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 | 165 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 165 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | GROUP HEALTH INCORPORATED | 147 | $1.6M |
| Dental | AETNA LIFE INSURANCE CO. | 204 | $90K |
| Life insurance(2 contracts, 2 carriers) | COMPANION LIFE INSURANCE COMPANY | 165 | $31K |
| Short-term disability | MUTUAL OF OMAHA INSURANCE COMPANY | 165 | $43K |
| Long-term disability | MUTUAL OF OMAHA INSURANCE COMPANY | 165 | $43K |
| Prescription drug | GROUP HEALTH INCORPORATED | 147 | $1.6M |
| Other | MUTUAL OF OMAHA INSURANCE COMPANY | 165 | $43K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 204 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.