| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC Filed as: WILLIS TOWERS WATSON INSURANCE SERV | 801 S. FIGUEROA STREET SUITE 800 LOS ANGELES, CA 90017 | THE HARTFORD | $0 | $11K | $11K | 1.16% |
| CUSTOM BENEFIT PROGRAMS INC3 Filed as: CUSTOM BENEFIT PROGRAMS, INC. | 897 12TH ST. HAMMONTON, NJ 08037 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $0 | $1K | 1.75% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON SOUTHEAST, INC | 18TH FL CONCOURSE CORPORATE CENTER 5 ATLANTA, GA 30328 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $661 | $0 | $661 | 1.03% |
| LOUIS R FAIOLA3 Filed as: LOUIS J. PANTALONE | P.O. BOX 1116 HAMMONTON, NJ 08037 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $380 | $0 | $380 | 0.59% |
| JO ANN PANTALONE3 Filed as: JO ANN PANTOLONE | 897 12TH ST. HAMMONTON, NJ 08037 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $11 | $0 | $11 | 0.02% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON SOUTHEAST, INC | 18TH FL CONCOURSE CORPORATE CENTER 5 ATLANTA, GA 30328 | UNUM INSURANCE COMPANY | $4K | $720 | $5K | 8.92% |
| THE CASON GROUP INC3 Filed as: THE CASON GROUP | 1612 MARION ST. COLUMBIA, SC 29201 | UNUM INSURANCE COMPANY | $4K | $576 | $5K | 8.67% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON SOUTHEAST, INC | 18TH FL CONCOURSE CORPORATE CENTER 5 ATLANTA, GA 30328 | UNUM LIFE INSURANCE COMPANY | $3K | $900 | $4K | 8.24% |
| THE CASON GROUP INC3 Filed as: THE CASON GROUP, INC. | 1612 MARION ST. COLUMBIA, SC 29201 | UNUM INSURANCE COMPANY | $6K | $257 | $6K | 19.68% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON SOUTHEAST, INC | 18TH FL CONCOURSE CORPORATE CENTER 5 ATLANTA, GA 30328 | UNUM INSURANCE COMPANY | $2K | $331 | $2K | 6.87% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF, SEIBELS& WILLIAMS, INC. | 3400 OVERTON PARK DR. 300 CONCOURSE CORPORATE CENTER 5 ATLANTA, GA 30339 | FEDERAL INSURANCE COMPANY | $138 | $0 | $138 | 3.26% |
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 | 1,324 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 5 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,329 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(2 contracts, 2 carriers) | THE HARTFORD | 6,168 | $1.0M |
| Short-term disability | FEDERAL INSURANCE COMPANY | 1,288 | $4K |
| Long-term disability | THE HARTFORD | 6,168 | $970K |
| Other(6 contracts, 5 carriers) | THE HARTFORD | 6,168 | $1.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 6,168 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.