| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| PATRIOT GROWTH INSURANCE SERVICES3 Filed as: PATRIOT GROWTH INS SERVICES, LLC | 4069 CHAIN BRIDGE RD TOP FLOOR FAIRFAX, VA 220304113 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | $40K | $42K | 4.87% |
| MARSH & MCLENNAN AGENCY LLC3 | ROANOKE, V 1 S JEFFERSON ST ROANOKE, VA 240111303 | UNITEDHEALTHCARE INSURANCE COMPANY | $494 | $7K | $7K | 0.87% |
| PATRIOT GROWTH INSURANCE SERVICES3 Filed as: PATRIOT GROWTH INS SERVICES, LLC | UNKNOWN FAIRFAX, VA 22030 | UNITED CONCORDIA INSURANCE COMPANY | $5K | $0 | $5K | 7.44% |
| INSURANCE ASSOCIATES INC3 Filed as: INSURANCE ASSOCIATES, | A MARSH MCLENNAN AGENCY LLC CO ROANOKE, VA 24028 | UNITED CONCORDIA INSURANCE COMPANY | $1K | $0 | $1K | 2.08% |
| DJA, INC.3 Filed as: DJA INC | 4069 CHAIN BRIDGE RD TOP FLOOR FAIRFAX, VA 22030 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $0 | $2K | 7.61% |
| THE BUSINESS BENEFITS GROUP, INC.3 Filed as: THE BUSINESS BENEFITS GROUP INC | 4069 CHAIN BRIDGE RD TOP FLOOR FAIRFAX, VA 22030 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $1K | $1K | 5.79% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GI GEORGE PARENT LP | 501 OFFICE CENTER DR STE 215 FORT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $560 | $560 | 2.57% |
| MARSH & MCLENNAN AGENCY LLC3 | ONE CHURCH ST STE 500 ROCKVILLE, MD 20850 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $520 | $0 | $520 | 2.39% |
| GREG W WOOLLEY3 Filed as: GREG W WOLLEY | 15492 CLIFFVIEW DR MONTCLAIR, VA 22025 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $3K | $1K | $4K | 18.91% |
| MULLANEY ENTERPRISES LLC3 | 5501 TWIN KNOLLS RD STE 106 COLUMBIA, MD 21045 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $766 | $2K | 10.89% |
| PATRIOT GROWTH INSURANCE SERVICES3 Filed as: PATRIOT GROWTH INSURANCE SERVICES L | BUSINESS BENEFITS GROUP FAIRFAX, VA 22030 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $170 | $1K | 6.82% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 350 CONSHOHOCKEN, PA 19428 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $556 | $59 | $615 | 3.20% |
| EMLYN MARSTELLER IV3 | 412 SUGARLAND MEADOW DR HERNDON, VA 20170 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $33 | $1 | $34 | 0.18% |
| AMY E COHEN3 | 19967 VILLA LANTE PL BOCA RATON, FL 33434 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $13 | $0 | $13 | 0.07% |
| INSPIRE INC3 | 50 LAGOSHEN DRIVE MOSCO, TN 38057 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $13 | $0 | $13 | 0.07% |
| BENEFITS COUNT INC3 Filed as: BENEFITS COUNT LI INC | 1401 CHRISTMAS CT RALEIGH, NC 27604 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $4 | $5 | $9 | 0.05% |
| MARKS BENEFIT MANAGEMENT LLC3 | 3847 E SPYGLASS HILL DR FAYETTEVILLE, AR 72701 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $5 | $0 | $5 | 0.03% |
| DJA, INC.3 Filed as: DJA INC | 4069 CHAIN BRIDGE RD TOP FLOOR FAIRFAX, VA 22030 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $0 | $1K | 7.57% |
| THE BUSINESS BENEFITS GROUP, INC.3 Filed as: THE BUSINESS BENEFITS GROUP INC | 4069 CHAIN BRIDGE RD TOP FLOOR FAIRFAX, VA 22030 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $915 | $915 | 5.50% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GI GEORGE PARENT LP | 501 OFFICE CENTER DR STE 215 FORT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $406 | $406 | 2.44% |
| MARSH & MCLENNAN AGENCY LLC3 | ONE CHURCH ST STE 500 ROCKVILLE, MD 20850 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $404 | $0 | $404 | 2.43% |
| DJA, INC.3 Filed as: DJA INC | 4069 CHAIN BRIDGE RD TOP FLOOR FAIRFAX, VA 22030 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $0 | $1K | 7.57% |
| THE BUSINESS BENEFITS GROUP, INC.3 Filed as: THE BUSINESS BENEFITS GROUP INC | 4069 CHAIN BRIDGE RD TOP FLOOR FAIRFAX, VA 22030 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $805 | $805 | 5.49% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GI GEORGE PARENT LP | 501 OFFICE CENTER DR STE 215 FORT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $358 | $358 | 2.44% |
| MARSH & MCLENNAN AGENCY LLC3 | ONE CHURCH ST STE 500 ROCKVILLE, MD 20850 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $356 | $0 | $356 | 2.43% |
| DJA, INC.3 Filed as: DJA INC | 4069 CHAIN BRIDGE RD TOP FLOOR FAIRFAX, VA 22030 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $0 | $2K | 11.81% |
| THE BUSINESS BENEFITS GROUP, INC.3 Filed as: THE BUSINESS BENEFITS GROUP INC | 4069 CHAIN BRIDGE RD TOP FLOOR FAIRFAX, VA 22030 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $777 | $777 | 6.00% |
| MARSH & MCLENNAN AGENCY LLC3 | ONE CHURCH ST STE 500 ROCKVILLE, MD 20850 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $413 | $0 | $413 | 3.19% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GI GEORGE PARENT LP | 501 OFFICE CENTER DR STE 215 FORT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $345 | $345 | 2.66% |
| PATRIOT GROWTH INSURANCE SERVICES3 Filed as: PATRIOT GROWTH INSURANCE SERV LLC | 4069 CHAIN BRIDGE RD, TOP FLOOR FAIRFAX, VA 22030 | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO | $2K | $0 | $2K | 15.39% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY, LLC - | MACLEAN, V 1751 PINNACLE DRIVE SUITE 1800 MACLEAN, VA 22102 | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO | $105 | $0 | $105 | 0.85% |
| ROGERS BENEFIT GROUP INC3 Filed as: M ROGERS GROUP LLC | PO BOX 853 GEORGETOWN, CO 804440853 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $534 | $0 | $534 | 11.80% |
| PATRIOT GROWTH INSURANCE SERVICES3 Filed as: PATRIOT GROWTH INSURANCE SER | STE 215 501 OFFICE CENTER DR FORT WASHINGTON, PA 190343224 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $161 | $0 | $161 | 3.56% |
| ROGERS BENEFIT GROUP INC3 Filed as: M ROGERS GROUP LLC | PO BOX 853 GEORGETOWN, CO 804440853 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $281 | $0 | $281 | 16.84% |
| PATRIOT GROWTH INSURANCE SERVICES3 Filed as: PATRIOT GROWTH INSURANCE SER | 4069 CHAIN BRIDGE RD FAIRFAX, VA 22030 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $257 | $0 | $257 | 15.40% |
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 | 113 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 113 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTHCARE INSURANCE COMPANY | 156 | $860K |
| Dental | UNITED CONCORDIA INSURANCE COMPANY | 170 | $66K |
| Vision | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO | 160 | $12K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 113 | $35K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 112 | $15K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 113 | $17K |
| Prescription drug | UNITEDHEALTHCARE INSURANCE COMPANY | 156 | $860K |
| Other(5 contracts, 3 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 113 | $60K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 170 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.