| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL NORTHEAST | 100 SUNNYSIDE BLVD WOODBURY, NY 11797 | AETNA LIFE INSURANCE CO. | $16K | — | $16K | 5.09% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL NORTHEAST | 100 SUNNYSIDE BLVD WOODBURY, NY 11797 | SYMETRA LIFE INSURANCE COMPANY | $825 | — | $825 | 1.02% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL NORTHEAST | 1393 VETERANS HIGHWAY HAUPPAUGE, NY 11778 | EYEMED VISION CARE | $2K | — | $2K | 4.30% |
| BRIAN W PATTEN3 | 121 BUCKTHORN RD BADEN, PA 15005 | CONTINENTAL AMERICAN INSURANCE COMPANY | $8K | — | $8K | 37.69% |
| BRIAN W PATTEN3 | 121 BUCKTHORN RD BADEN, PA 15005 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 11.75% |
| EVAN B GERSON3 | 521 SALEM HEIGHTS DR GIBSONIA, PA 15044 | CONTINENTAL AMERICAN INSURANCE COMPANY | $800 | — | $800 | 3.95% |
| LUCAS S PATTEN3 | 201 STOCKTON RDG APT 201 CRANBERRY TWP, PA 16066 | CONTINENTAL AMERICAN INSURANCE COMPANY | $612 | — | $612 | 3.03% |
| MARCI COHEN3 Filed as: MARCI S COHEN | 1155 SHORTLEAF CIR ELDERSBURG, MD 21784 | CONTINENTAL AMERICAN INSURANCE COMPANY | $359 | — | $359 | 1.77% |
| AMANDA E LEWIS3 | 1325 SHADY GROVE RD ELKLAND, MO 65644 | CONTINENTAL AMERICAN INSURANCE COMPANY | $348 | — | $348 | 1.72% |
| DIANE J KRENTZMAN PORTER3 | 108 WATER STREET STE 2A BOX 7 WATERTOWN, MA 02472 | CONTINENTAL AMERICAN INSURANCE COMPANY | $293 | — | $293 | 1.45% |
| JENNIFER R HIEATT3 | 952 SHAW LAKE RD PIERSON, FL 32180 | CONTINENTAL AMERICAN INSURANCE COMPANY | $217 | — | $217 | 1.07% |
| MARCI COHEN3 Filed as: MARCI S COHEN | 10100 TWIN RIVERS RD APT 422 COLUMBIA, MD 21044 | CONTINENTAL AMERICAN INSURANCE COMPANY | $181 | — | $181 | 0.89% |
| DANIEL C HARRIS3 | 124 CARTERS GROVE DRIVE GIBSONIA, PA 15044 | CONTINENTAL AMERICAN INSURANCE COMPANY | $148 | — | $148 | 0.73% |
| KIMBERLY L KETCHUM3 | 2166 DOWNSHIRE HILL CT PLAINFIELD, IN 46168 | CONTINENTAL AMERICAN INSURANCE COMPANY | $148 | — | $148 | 0.73% |
| ALEXANDER R DEQUATTRO3 | 8 WHISPERING PINE CIR WORCESTER, MA 01606 | CONTINENTAL AMERICAN INSURANCE COMPANY | $139 | — | $139 | 0.69% |
| TERRASA M. VALENTI3 Filed as: TERRASA M VALENTI | 808 N FRANKLIN ST UNIT 2614 TAMPA, FL 33602 | CONTINENTAL AMERICAN INSURANCE COMPANY | $132 | — | $132 | 0.65% |
| MATTHEW RYAN KIRKWOOD3 Filed as: MATTHEW R KIRKWOOD | 742 ADDIS ST NEW CASTLE, PA 16101 | CONTINENTAL AMERICAN INSURANCE COMPANY | $131 | — | $131 | 0.65% |
| JILLIAN EMOND3 | PO BOX 691 CHARLESTOWN, NH 03603 | CONTINENTAL AMERICAN INSURANCE COMPANY | $131 | — | $131 | 0.65% |
| RHONDA A DRESNER3 | 114 BURLINGTON ST WOBURN, MA 01801 | CONTINENTAL AMERICAN INSURANCE COMPANY | $123 | — | $123 | 0.61% |
| DIANE J KRENTZMAN PORTER3 | 6 CEDAR LN FOXBOROUGH, MA 02035 | CONTINENTAL AMERICAN INSURANCE COMPANY | $116 | — | $116 | 0.57% |
| JAYDE F HARFORD3 | 253 SOUTH MOUNT VERNON AVENUE UNIONTOWN, PA 15401 | CONTINENTAL AMERICAN INSURANCE COMPANY | $108 | — | $108 | 0.53% |
| MARK D STONER3 | 10170 CAPE ANN DR COLUMBIA, MD 21046 | CONTINENTAL AMERICAN INSURANCE COMPANY | $101 | — | $101 | 0.50% |
| JAMES M REDMOND3 | 637 E 1ST ST UNIT C1 BOSTON, MA 02127 | CONTINENTAL AMERICAN INSURANCE COMPANY | $98 | — | $98 | 0.48% |
| AMANDA E LEWIS3 | 1325 SHADY GROVE RD ELKLAND, MO 65644 | CONTINENTAL AMERICAN INSURANCE COMPANY | $72 | — | $72 | 0.36% |
| LYNN M ZINKER3 | 30 MARION STREET WEST HAVEN, CT 06516 | CONTINENTAL AMERICAN INSURANCE COMPANY | $65 | — | $65 | 0.32% |
| MICHAEL JOSEPH PEPIN3 Filed as: MICHAEL J PEPIN | 31 BLOSSOM LN DRACUT, MA 01826 | CONTINENTAL AMERICAN INSURANCE COMPANY | $64 | — | $64 | 0.32% |
| JULIAN CRUZ3 | 340 SW TURKEY GLN FORT WHITE, FL 15501 | CONTINENTAL AMERICAN INSURANCE COMPANY | $64 | — | $64 | 0.32% |
| BRYAN D FISH3 | 638 SIDELING COURT SYKESVILLE, MD 21784 | CONTINENTAL AMERICAN INSURANCE COMPANY | $57 | — | $57 | 0.28% |
| JOSEPH W CALABRO SR3 Filed as: JOSEPH W CALABRO | 36 ROBINHOOD DR CRANBERRY TOWNSHIP, PA 16066 | CONTINENTAL AMERICAN INSURANCE COMPANY | $54 | — | $54 | 0.27% |
| DAVID S HALLETT3 | 8 BROOKS ST WINCHESTER, MA 01890 | CONTINENTAL AMERICAN INSURANCE COMPANY | $53 | — | $53 | 0.26% |
| SEAN P SMITH3 | 5 DEERFIELD DR. VALLEY GROVE, WV 26060 | CONTINENTAL AMERICAN INSURANCE COMPANY | $52 | — | $52 | 0.26% |
| DAVID J MCCLELLAN3 Filed as: DAVID HERRERA | 1325 SHADY GROVE RD ELKAND, MO 65644 | CONTINENTAL AMERICAN INSURANCE COMPANY | $52 | — | $52 | 0.26% |
| STEVEN MCGEORGE3 | 4658 WALNUT AVENUE CHINO, CA 91710 | CONTINENTAL AMERICAN INSURANCE COMPANY | $49 | — | $49 | 0.24% |
| VICTOR N DARBY3 | 2459 N BRIGHTON ST BURBANK, CA 91504 | CONTINENTAL AMERICAN INSURANCE COMPANY | $46 | — | $46 | 0.23% |
| ELIZABETH F HARKEY3 Filed as: ELIZABETH P HURLEY | 20 BARROW AVE NE CONCORD, NC 28025 | CONTINENTAL AMERICAN INSURANCE COMPANY | $43 | — | $43 | 0.21% |
| ZACHARY L SMITH3 | 319 N. MAIN AVE SUITE 130 SPRINGFIELD, MO 65806 | CONTINENTAL AMERICAN INSURANCE COMPANY | $41 | — | $41 | 0.20% |
| KIMBERLY L KETCHUM3 | 2166 DOWNSHIRE HILL CT PLAINFIELD, IN 46168 | CONTINENTAL AMERICAN INSURANCE COMPANY | $39 | — | $39 | 0.19% |
| ERIC JOSEPH BELANCIC3 Filed as: ERIC J BELANCIC | 147 SENECA RD WHEELING, WV 26003 | CONTINENTAL AMERICAN INSURANCE COMPANY | $39 | — | $39 | 0.19% |
| NICHOLETTE R MONTINI3 | 142 CENTER GRANGE RD #340 ALIQUIPPA, PA 15001 | CONTINENTAL AMERICAN INSURANCE COMPANY | $39 | — | $39 | 0.19% |
| DONNA R BURRITT3 | 56A LAKE GEORGE RD WALES, MA 01081 | CONTINENTAL AMERICAN INSURANCE COMPANY | $38 | — | $38 | 0.19% |
| ERICA GOLDEN3 Filed as: ERICA R GOLDEN | 430 WEST HARVARD STREET APT C GLENDALE, CA 91204 | CONTINENTAL AMERICAN INSURANCE COMPANY | $37 | — | $37 | 0.18% |
| RYAN BENEFITS INC3 Filed as: RYAN TAVARES | 10 WILLOW ST DERRY, NH 03038 | CONTINENTAL AMERICAN INSURANCE COMPANY | $37 | — | $37 | 0.18% |
| CRYSTAL E ARMSTRONG3 | 301 S MCDOWELL ST CHARLOTTE, NC 28205 | CONTINENTAL AMERICAN INSURANCE COMPANY | $35 | — | $35 | 0.17% |
| MARIANNE E SULLIVAN3 Filed as: MARIANNE SULLIVAN | 305 WATERFORD COURT CRANBERRY TWP, PA 16066 | CONTINENTAL AMERICAN INSURANCE COMPANY | $34 | — | $34 | 0.17% |
| JILLIAN EMOND3 | 184 FRENCH MEADOW RD SPRINGFIELD, VT 05156 | CONTINENTAL AMERICAN INSURANCE COMPANY | $34 | — | $34 | 0.17% |
| JONATHAN DAVID BESWARICK3 Filed as: JONATHAN D BESWARICK | 250 ESTATES DRIVE GIBSONIA, PA 15044 | CONTINENTAL AMERICAN INSURANCE COMPANY | $22 | — | $22 | 0.11% |
| RANDY D WEBER SR3 | 13313 FALCON POINT DRIVE ORLANDO, FL 32837 | CONTINENTAL AMERICAN INSURANCE COMPANY | $21 | — | $21 | 0.10% |
| NICHOLAS BLUMERT3 Filed as: NICHOLAS G BLUMERT | 12 YARDLEY CT MARTINSBURG, CT 25405 | CONTINENTAL AMERICAN INSURANCE COMPANY | $20 | — | $20 | 0.10% |
| RYAN BENEFITS INC3 Filed as: RYAN TAVARES | DERRY DERRY, NH 03083 | CONTINENTAL AMERICAN INSURANCE COMPANY | $19 | — | $19 | 0.09% |
| VANESSA LONG3 | 38 PARK PLACE STE 202 BRATTLEBORO, VT 05301 | CONTINENTAL AMERICAN INSURANCE COMPANY | $18 | — | $18 | 0.09% |
| JOSHUA E MARMOR3 | 30 IRVING RD NATICK, MA 01760 | CONTINENTAL AMERICAN INSURANCE COMPANY | $17 | — | $17 | 0.08% |
| AMY PETERS3 Filed as: AMY L PETERS | 20 WILLOW LN WYNANTSKILL, NY 12198 | CONTINENTAL AMERICAN INSURANCE COMPANY | $16 | — | $16 | 0.08% |
| BENEDIKT N MASON3 | 17 LITTLE BEAR HILL RD WESTFORD, MA 01886 | CONTINENTAL AMERICAN INSURANCE COMPANY | $14 | — | $14 | 0.07% |
| MARIA C CUNHA3 | 150A ANDOVER ST STE 12C GROVELAND, MA 01923 | CONTINENTAL AMERICAN INSURANCE COMPANY | $14 | — | $14 | 0.07% |
| MICHAEL S CLISE3 | PO BOX 228 EIGHTY FOUR, PA 15330 | CONTINENTAL AMERICAN INSURANCE COMPANY | $11 | — | $11 | 0.05% |
| ACRISURE LLC3 Filed as: PARTNERS LLC ACRISURE WALLSTREET | 158 PRINTER'S LANE NEW LONDON, NC 28127 | CONTINENTAL AMERICAN INSURANCE COMPANY | $10 | — | $10 | 0.05% |
| EVAN D CROSS3 Filed as: EVAN CROSS | 100 ALLERTON RD MILTON, MA 02186 | CONTINENTAL AMERICAN INSURANCE COMPANY | $10 | — | $10 | 0.05% |
| CHRISTOPHER C FEAZEL3 | 33 CONANT STREET DANVERS, MA 01923 | CONTINENTAL AMERICAN INSURANCE COMPANY | $9 | — | $9 | 0.04% |
| KENNETH C GRAVELINE3 | 109 BOSTON POST RD ORANGE, CT 06477 | CONTINENTAL AMERICAN INSURANCE COMPANY | $8 | — | $8 | 0.04% |
| PATRICK JOHN CALABRO3 Filed as: PATRICK J CALABRO | 2120 RIDGE DR. MARS, PA 16046 | CONTINENTAL AMERICAN INSURANCE COMPANY | $7 | — | $7 | 0.03% |
| STEPHEN WEST3 | 5 JANE ST BEACON FALLS, CT 06403 | CONTINENTAL AMERICAN INSURANCE COMPANY | $6 | — | $6 | 0.03% |
| JONATHAN ALI HAJIMOMEN3 Filed as: JONATHAN HAJIMOMEN | 1501 ORANGETHORPE SUITE 108 FULLERTON, CA 92831 | CONTINENTAL AMERICAN INSURANCE COMPANY | $5 | — | $5 | 0.02% |
| DEBORAH JUNE CRISP3 Filed as: DEBORAH J CRISP-CALDWELL | 1432 WHITMAN DR NW CONCORD, NC 28027 | CONTINENTAL AMERICAN INSURANCE COMPANY | $5 | — | $5 | 0.02% |
| MARK D ALLEN3 | 131 WEST ST STEPHENS CITY, VA 22655 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3 | — | $3 | 0.01% |
| KEVIN LORENZEN3 Filed as: KEVIN A LORENZEN | 109 DIAMOND TAIL ROAD PLACITAS, NM 87043 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3 | — | $3 | 0.01% |
| LILLIAN P ZILIUS3 | 19 STORYTELLER COURT SANDIA PARK, NM 87047 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3 | — | $3 | 0.01% |
| DONNA L MATTHEWS3 | PO BOX 3642 ROCK HILL, SC 29732 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2 | — | $2 | 0.01% |
| MAXIMILLION J PRESS3 | 924 W MASTERS DRIVE CROSS JUNCTION, VA 22625 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2 | — | $2 | 0.01% |
| COLLEEN M KIRKLAND3 | 11050 CRABAPPLE RD STE C107 ROSWELL, GA 30075 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2 | — | $2 | 0.01% |
| ACRISURE LLC3 Filed as: PARTNERS LLC ACRISURE WALLSTREET | 158 PRINTER'S LANE NEW LONDON, NC 28127 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2 | — | $2 | 0.01% |
| NICKI L ALBRIGHT3 | 1501 E ORANGETHORPE AVE FULLERTON, CA 92837 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2 | — | $2 | 0.01% |
| EVAN B GERSON3 | 521 SALEM HEIGHTS DRIVE GIBSONIA, PA 15044 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| JAYDE F HARFORD3 | 253 SOUTH MT VERNON AVE UNIONTOWN, PA 15401 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| PAUL FICK3 | 1649 EMERSON AVE FORT WAYNE, IN 46808 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| NFP INSURANCE SERVICES INC3 Filed as: ES (PA) INC NFP CORPORATE SERVIC | 2600 KELLY ROAD SUITE 300 WARRINGTON, PA 18976 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| EZEQUIEL BUCCI TORRES3 Filed as: EZEQUIEL BUCCI-TORRES | 3712 CHELWOOD DRIVE NE ALBUQUERQUE, NM 87111 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| GEORGE SCOTT COOKE3 | 2832 NE 17TH AVENUE WILTON MANORS, FL 33334 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| JOY GRUBE PADGELEK3 | 1195 WASHINGTON PIKE SUITE 300 BRIDGEVILLE, PA 15017 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| BRIAN W PATTEN3 | 120 MARGUERITE DRIVE STE 101 CRANBERRY TOWNSHIP, PA 16066 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| JOSHUA B PATTEN3 | 120 MARGUERITE DRIVE CRANBERRY, PA 16066 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1 | — | $1 | 0.00% |
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 | 1,876 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 6 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 94 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,976 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | AETNA LIFE INSURANCE CO. | 894 | $319K |
| Vision | EYEMED VISION CARE | 751 | $37K |
| Life insurance | SYMETRA LIFE INSURANCE COMPANY | 625 | $81K |
| Short-term disability | CONTINENTAL AMERICAN INSURANCE COMPANY | 366 | $20K |
| Long-term disability | SYMETRA LIFE INSURANCE COMPANY | 625 | $81K |
| Stop-loss / reinsurancereinsurance | ACCURISK SOLUTIONS LLC | 625 | $231K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 894 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.