| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS ROAD SUITE 800 CONCORD, CA 945207924 | METROPOLITAN LIFE INSURANCE COMPANY | — | $24K | $24K | 1.06% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 5909 PEACHTREE DUNWOODY RD STE 800 ATLANTA, GA 303288103 | METROPOLITAN LIFE INSURANCE COMPANY | $23K | $50 | $23K | 0.99% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INSRUANCE CENTER | 4675 MACARTHUR CT STE 750 NEWPORT BEACH, CA 926608891 | METROPOLITAN LIFE INSURANCE COMPANY | — | $71 | $71 | 0.00% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS ROAD SUITE 800 CONCORD, CA 945207924 | METROPOLITAN LIFE INSURANCE COMPANY | — | $8K | $8K | 1.20% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 5909 PEACHTREE DUNWOODY RD STE 800 ATLANTA, GA 303288103 | METROPOLITAN LIFE INSURANCE COMPANY | — | $50 | $50 | 0.01% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 5909 PEACHTREE DUNOODY RD STE 800 ATLANTA, GA 303288103 | METROPOLITAN LIFE INSURANCE COMPANY | $18K | $50 | $18K | 14.98% |
| AON CONSULTING INC3 Filed as: BSWIFT LLC | PO BOX 860470 MINNEAPOLIS, MN 554860470 | METROPOLITAN LIFE INSURANCE COMPANY | — | $3K | $3K | 2.24% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS RD STE 800 CONCORD, CA 945207924 | METROPOLITAN LIFE INSURANCE COMPANY | — | $883 | $883 | 0.75% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 4675 MACARTHUR CT STE 750 NEWPORT BEACH, CA 926608891 | METROPOLITAN LIFE INSURANCE COMPANY | — | $42 | $42 | 0.04% |
| REUBEN WARNER ASSOCIATES, INC.3 | 1655 RICHMOND AVENUE STATEN ISLAND, NY 10314 | FEDERAL INSURANCE COMPANY | — | $3K | $3K | 20.00% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 5909 PEACHTREE DUNWOODY ROAD SUITE 800 ATLANTA, GA 30328 | FEDERAL INSURANCE COMPANY | $3K | — | $3K | 15.00% |
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 | 5,008 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 5,008 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | ANTHEM HEALTH PLANS OF VIRIGNIA DBA ANTHEM BCBS | 10,596 | $541K |
| Life insurance(2 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 10,031 | $2.9M |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 8,787 | $1.0M |
| Other(3 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 10,031 | $2.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 10,596 | — |
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.