| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| EDGEWOOD PARTNERS INSURANCE CENTER3 | ONE STATE STREET 9TH FLOOR NEW YORK, NY 10004 | DELTA DENTAL INSURANCE COMPANY | $190K | — | $190K | 4.65% |
| EPIC3 | P.O. BOX 6180 CAROL STREAM, IL 601976180 | MINNESOTA LIFE INSURANCE COMPANY | $45K | — | $45K | 1.59% |
| STEATH PARTNER GROUP3 | 18940 N PIMA ROAD SUITE 210 SCOTTDALE, AZ 85255 | LINCOLN LIFE ASSURANCE COMPANY OF BOSTON | — | $70K | $70K | 4.60% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | P.O. BOX 6180 CAROL STREAM, IL 60197 | LINCOLN LIFE ASSURANCE COMPANY OF BOSTON | — | $15K | $15K | 0.98% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1350 DRESDEN DRIVE NE ATLANTA, GA 30319 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $130K | $10K | $140K | 31.22% |
| AON CONSULTING INC3 Filed as: BSWIFT | 10 S RIVERSIDE PLAZA SUITE 1100 CHICAGO, IL 60606 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $8K | — | $8K | 1.77% |
| STEAD PARTNER GROUP3 | 18940 N PIMA ROAD SUITE 210 SCOTTDALE, AZ 85255 | LINCOLN LIFE ASSURANCE COMPANY OF BOSTON | — | $9K | $9K | 4.54% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1350 DRESDEN DRIVE NE ATLANTA, GA 30319 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $94K | $7K | $100K | 62.27% |
| AON CONSULTING INC3 Filed as: BSWIFT | 10 S RIVERSIDE PLAZA SUITE 1100 CHICAGO, IL 60606 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $5K | — | $5K | 3.27% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1350 DRESDEN DRIVE NE ATLANTA, GA 30319 | FIRST UNUM LIFE INSURANCE COMPANY | $1K | — | $1K | 48.15% |
| AON CONSULTING INC3 Filed as: BSWIFT | 10 RIVERSIDE PLAZA SUITE 1100 CHICAGO, IL 60604 | FIRST UNUM LIFE INSURANCE COMPANY | $69 | — | $69 | 2.59% |
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 | 5,351 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 47 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 5,398 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 353 | $5.3M |
| Dental | DELTA DENTAL INSURANCE COMPANY | 7,206 | $4.1M |
| Vision | EYEMED | 6,339 | $667K |
| Life insurance(3 contracts, 3 carriers) | MINNESOTA LIFE INSURANCE COMPANY | 5,351 | $3.0M |
| Short-term disability | LINCOLN LIFE ASSURANCE COMPANY OF BOSTON | 5,636 | $191K |
| Long-term disability | LINCOLN LIFE ASSURANCE COMPANY OF BOSTON | 11,001 | $1.5M |
| Prescription drug(3 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 353 | $5.3M |
| Other(3 contracts, 3 carriers) | MINNESOTA LIFE INSURANCE COMPANY | 5,906 | $3.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 11,001 | — |
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.