| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| JAMES A SCOTT & SON INC3 Filed as: JAMES A SCOTT AND SON INC | 1301 OLD GRAVES MILL ROAD LYNCHBURG, VA 24502 | AETNA LIFE INSURANCE CO. | $14K | — | $14K | 3.98% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL NORTHEAST LIMITED | 100 SUNNYSIDE BLVD WOODBURY, NY 11797 | AETNA LIFE INSURANCE CO. | $2K | $5K | $7K | 1.85% |
| BRIAN W PATTEN3 | 121 BUCKTHORN RD BADEN, PA 150052561 | CONTINENTAL AMERICAN INSURANCE COMPANY | $62K | — | $62K | 32.15% |
| BRIAN W PATTEN3 | 121 BUCKTHORN RD BADEN, PA 15005 | CONTINENTAL AMERICAN INSURANCE COMPANY | $20K | — | $20K | 10.65% |
| JAMES A SCOTT & SON INC3 | 1301 OLD GRAVES MILL ROAD LYNCHBURG, VA 24502 | CONTINENTAL AMERICAN INSURANCE COMPANY | $17K | — | $17K | 8.81% |
| DIANE J KRENTZMAN PORTER3 | 6 CEDAR LN FOXBOROUGH, MA 020353112 | CONTINENTAL AMERICAN INSURANCE COMPANY | $11K | — | $11K | 5.86% |
| LUCAS S PATTEN3 | 201 STOCKTON RDG APT 201 CRANBERRY TWP, PA 16066 | CONTINENTAL AMERICAN INSURANCE COMPANY | $6K | — | $6K | 3.35% |
| MARCI COHEN3 Filed as: MARCI S COHEN | 1155 SHORTLEAF CIR ELDERSBURG, MD 217846155 | CONTINENTAL AMERICAN INSURANCE COMPANY | $5K | — | $5K | 2.42% |
| EVAN B GERSON3 | 521 SALEM HEIGHTS DR GIBSONIA, PA 150446137 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3K | — | $3K | 1.65% |
| AMANDA E LEWIS3 | 1325 SHADY GROVE RD ELKLAND, MO 65644 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3K | — | $3K | 1.48% |
| RYAN BENEFITS INC3 Filed as: RYAN TAVARES | 10 WILLOW ST DERRY, NH 03083 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 0.88% |
| JILLIAN EMOND3 | PO BOX 691 CHARLESTOWN, NH 03603 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 0.79% |
| MATTHEW RYAN KIRKWOOD3 Filed as: MATTHEW R KIRKWOOD | 337 FIELDSRUN ROAD NEW CASTLE, PA 16105 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | — | $1K | 0.65% |
| DANIEL C HARRIS3 | 124 CARTERS GROVE DRIVE GIBSONIA, PA 15044 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | — | $1K | 0.65% |
| TERRASA M. VALENTI3 Filed as: TERRASA M VALENTI | 808 N FRANKLIN ST UNIT 2614 TAMPA, FL 336023845 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | — | $1K | 0.58% |
| CHRISTOPHER C FEAZEL3 | 150A ANDOVER STREET STE 12C DANVERS, MA 01923 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | — | $1K | 0.52% |
| JAYDE F HARFORD3 | 253 SOUTH MOUNT VERNON AVENUE UNIONTOWN, PA 15401 | CONTINENTAL AMERICAN INSURANCE COMPANY | $874 | — | $874 | 0.46% |
| ALEXANDER R DEQUATTRO3 | 6 RED OAK ACRES MERRIMAC, MA 018601530 | CONTINENTAL AMERICAN INSURANCE COMPANY | $776 | — | $776 | 0.41% |
| MARK D STONER3 | 10170 CAPE ANN DR COLUMBIA, MD 21046 | CONTINENTAL AMERICAN INSURANCE COMPANY | $761 | — | $761 | 0.40% |
| MARCI COHEN3 Filed as: MARCI S COHEN | 10100 TWIN RIVERS RD APT 422 COLUMBIA, MD 21044 | CONTINENTAL AMERICAN INSURANCE COMPANY | $719 | — | $719 | 0.38% |
| MATTHEW RYAN KIRKWOOD3 Filed as: MATTHEW R KIRKWOOD | 742 ADDIS ST NEW CASTLE, PA 16101 | CONTINENTAL AMERICAN INSURANCE COMPANY | $696 | — | $696 | 0.36% |
| DIANE J KRENTZMAN PORTER3 | 108 WATER STREET STE 2A BOX 7 WATERTOWN, MA 02472 | CONTINENTAL AMERICAN INSURANCE COMPANY | $666 | — | $666 | 0.35% |
| ALEXANDER R DEQUATTRO3 | 8 WHISPERING PINE CIR WORCESTER, MA 01606 | CONTINENTAL AMERICAN INSURANCE COMPANY | $598 | — | $598 | 0.31% |
| HEATHER M BARTLEY3 | 602 BEAVER CT WEXFORD, PA 15090 | CONTINENTAL AMERICAN INSURANCE COMPANY | $573 | — | $573 | 0.30% |
| KIMBERLY L KETCHUM3 | 7769 QUAIL RDG S PLAINFIELD, IN 461689395 | CONTINENTAL AMERICAN INSURANCE COMPANY | $553 | — | $553 | 0.29% |
| BRYAN D FISH3 | 638 SIDELING COURT SYKESVILLE, MD 21784 | CONTINENTAL AMERICAN INSURANCE COMPANY | $539 | — | $539 | 0.28% |
| JENNIFER R HIEATT3 | 952 SHAW LAKE RD PIERSON, FL 32180 | CONTINENTAL AMERICAN INSURANCE COMPANY | $497 | — | $497 | 0.26% |
| AMANDA E LEWIS3 | 1325 SHADY GROVE RD ELKLAND, MO 65644 | CONTINENTAL AMERICAN INSURANCE COMPANY | $471 | — | $471 | 0.25% |
| KIMBERLY L KETCHUM3 | 7769 QUAIL RDG S PLAINFIELD, IA 461689395 | CONTINENTAL AMERICAN INSURANCE COMPANY | $438 | — | $438 | 0.23% |
| ERIC JOSEPH BELANCIC3 Filed as: ERIC J BELANCIC | 147 SENECA RD WHEELING, WV 26003 | CONTINENTAL AMERICAN INSURANCE COMPANY | $424 | — | $424 | 0.22% |
| NICHOLAS BLUMERT3 Filed as: NICHOLAS G BLUMERT | 12 YARDLEY CT MARTINSBURG, CT 25405 | CONTINENTAL AMERICAN INSURANCE COMPANY | $412 | — | $412 | 0.22% |
| DAVID J MCCLELLAN3 Filed as: DAVID HERRERA | 1325 SHADY GROVE RD ELKAND, MO 65644 | CONTINENTAL AMERICAN INSURANCE COMPANY | $411 | — | $411 | 0.21% |
| JAMES DOYLE AGENCY LLC3 | 1310 67TH PL DOWNERS GROVE, IL 60516 | CONTINENTAL AMERICAN INSURANCE COMPANY | $343 | — | $343 | 0.18% |
| STACY R RODGERS3 | 2318 MEMORIAL PKWY PORTLAND, TX 783743206 | CONTINENTAL AMERICAN INSURANCE COMPANY | $335 | — | $335 | 0.17% |
| ZACHARY L SMITH3 | 319 N MAIN AVE SUITE 130 SPRINGFIELD, MO 65806 | CONTINENTAL AMERICAN INSURANCE COMPANY | $332 | — | $332 | 0.17% |
| RHONDA A DRESNER3 | 114 BURLINGTON ST WOBURN, MA 01801 | CONTINENTAL AMERICAN INSURANCE COMPANY | $329 | — | $329 | 0.17% |
| STEVEN MCGEORGE3 | 4658 WALNUT AVENUE CHINO, CA 91710 | CONTINENTAL AMERICAN INSURANCE COMPANY | $240 | — | $240 | 0.13% |
| DONNA L MATTHEWS3 | 1151 CAMDEN AVE ROCK HILL, SC 29732 | CONTINENTAL AMERICAN INSURANCE COMPANY | $182 | — | $182 | 0.10% |
| JAYDE F HARFORD3 | 253 SOUTH MT VERNON AVE UNIONTOWN, PA 15410 | CONTINENTAL AMERICAN INSURANCE COMPANY | $172 | — | $172 | 0.09% |
| JOSHUA E MARMOR3 | 30 IRVING RD NATICK, MA 01760 | CONTINENTAL AMERICAN INSURANCE COMPANY | $171 | — | $171 | 0.09% |
| JEFFREY CORREAL3 Filed as: JEFFREY S CORREAL | 442 DUCK HOLLOW RD UNIONTOWN, PA 154018956 | CONTINENTAL AMERICAN INSURANCE COMPANY | $167 | — | $167 | 0.09% |
| LYNN M ZINKER3 | 30 MARION STREET WEST HAVEN, CT 06516 | CONTINENTAL AMERICAN INSURANCE COMPANY | $151 | — | $151 | 0.08% |
| VICTOR N DARBY3 | 2459 N BRIGHTON ST BURBANK, CA 91504 | CONTINENTAL AMERICAN INSURANCE COMPANY | $136 | — | $136 | 0.07% |
| CHRISTOPHER C FEAZEL3 | 33 CONANT STREET DANVERS, MA 01923 | CONTINENTAL AMERICAN INSURANCE COMPANY | $128 | — | $128 | 0.07% |
| SEAN P SMITH3 | 5 DEERFIELD DR VALLEY GROVE, WV 26060 | CONTINENTAL AMERICAN INSURANCE COMPANY | $123 | — | $123 | 0.06% |
| DAVID S HALLETT3 | 8 BROOKS ST WINCHESTER, MA 01890 | CONTINENTAL AMERICAN INSURANCE COMPANY | $121 | — | $121 | 0.06% |
| ELIZABETH F HARKEY3 Filed as: ELIZABETH P HURLEY | 20 BARROW AVE NE CONCORD, NC 280254716 | CONTINENTAL AMERICAN INSURANCE COMPANY | $121 | — | $121 | 0.06% |
| ERICA GOLDEN3 Filed as: ERICA R GOLDEN | 430 WEST HARVARD STREET APT C GLENDALE, CA 91204 | CONTINENTAL AMERICAN INSURANCE COMPANY | $118 | — | $118 | 0.06% |
| JULIAN CRUZ3 | 340 SW TURKEY GLN FORT WHITE, FL 15501 | CONTINENTAL AMERICAN INSURANCE COMPANY | $115 | — | $115 | 0.06% |
| DIANNE M MACINNIS3 | 14 NEAL ROAD DANVERS, MA 01923 | CONTINENTAL AMERICAN INSURANCE COMPANY | $108 | — | $108 | 0.06% |
| JONATHAN DAVID BESWARICK3 Filed as: JONATHAN D BESWARICK | 250 ESTATES DRIVE GIBSONIA, PA 15044 | CONTINENTAL AMERICAN INSURANCE COMPANY | $101 | — | $101 | 0.05% |
| JILLIAN EMOND3 | 184 FRENCH MEADOW RD SPRINGFIELD, VT 05156 | CONTINENTAL AMERICAN INSURANCE COMPANY | $100 | — | $100 | 0.05% |
| LISA B. PACE3 Filed as: LISA B PACE | 820 CREEKSIDE DRIVE MESQUITE, TX 75181 | CONTINENTAL AMERICAN INSURANCE COMPANY | $98 | — | $98 | 0.05% |
| MICHAEL JOSEPH PEPIN3 Filed as: MICHAEL J PEPIN | 31 BLOSSOM LN DRACUT, MA 01826 | CONTINENTAL AMERICAN INSURANCE COMPANY | $96 | — | $96 | 0.05% |
| MARIANNE E SULLIVAN3 Filed as: MARIANNE SULLIVAN | 305 WATERFORD COURT CRANBERRY TWP, PA 16066 | CONTINENTAL AMERICAN INSURANCE COMPANY | $91 | — | $91 | 0.05% |
| RYAN BENEFITS INC3 Filed as: RYAN TAVARES | 10 WILLOW ST DERRY, NH 03038 | CONTINENTAL AMERICAN INSURANCE COMPANY | $81 | — | $81 | 0.04% |
| CRYSTAL E ARMSTRONG3 | 301 S MCDOWELL ST CHARLOTTE, NC 28205 | CONTINENTAL AMERICAN INSURANCE COMPANY | $79 | — | $79 | 0.04% |
| BENEDIKT N MASON3 | 17 LITTLE BEAR HILL RD WESTFORD, MA 01886 | CONTINENTAL AMERICAN INSURANCE COMPANY | $78 | — | $78 | 0.04% |
| NICHOLETTE R MONTINI3 | 1195 WASHINGTON PIKE #340 BRIDGEVILLE, PA 15017 | CONTINENTAL AMERICAN INSURANCE COMPANY | $75 | — | $75 | 0.04% |
| DEREK KANEER3 | 2200 W JONQUIL LN OZARK, MO 657217896 | CONTINENTAL AMERICAN INSURANCE COMPANY | $69 | — | $69 | 0.04% |
| ACRISURE LLC3 Filed as: ACRISURE WALLSTREET PARTNERS, LLC | 158 PRINTER'S LANE NEW LONDON, NC 28127 | CONTINENTAL AMERICAN INSURANCE COMPANY | $66 | — | $66 | 0.03% |
| BENEDIKT N MASON3 | 17 LITTLE BEAR HILL RD WESTFORD, MA 01886 | CONTINENTAL AMERICAN INSURANCE COMPANY | $60 | — | $60 | 0.03% |
| RANDY D WEBER SR3 | 13313 FALCON POINT DRIVE ORLANDO, FL 32837 | CONTINENTAL AMERICAN INSURANCE COMPANY | $54 | — | $54 | 0.03% |
| MARIA C CUNHA3 | 150A ANDOVER ST STE 12C GROVELAND, MA 01923 | CONTINENTAL AMERICAN INSURANCE COMPANY | $54 | — | $54 | 0.03% |
| MARK D ALLEN3 | 131 WEST ST STEPHENS CITY, VA 22655 | CONTINENTAL AMERICAN INSURANCE COMPANY | $52 | — | $52 | 0.03% |
| APRIL L WEBER3 | 12030 AGANA ST ORLANDO, FL 32837 | CONTINENTAL AMERICAN INSURANCE COMPANY | $51 | — | $51 | 0.03% |
| JOSEPH W CALABRO SR3 Filed as: JOSEPH W CALABRO | 36 ROBINHOOD DR CRANBERRY TOWNSHIP, PA 160664342 | CONTINENTAL AMERICAN INSURANCE COMPANY | $50 | — | $50 | 0.03% |
| AMY PETERS3 Filed as: AMY L PETERS | 20 WILLOW LN WYNANTSKILL, NY 12198 | CONTINENTAL AMERICAN INSURANCE COMPANY | $50 | — | $50 | 0.03% |
| DONNA R BURRITT3 | 56A LAKE GEORGE RD WALES, MA 010819534 | CONTINENTAL AMERICAN INSURANCE COMPANY | $48 | — | $48 | 0.03% |
| CORY R CORTES3 | 5538 BROADWAY ST INDIANAPOLIS, IN 462203071 | CONTINENTAL AMERICAN INSURANCE COMPANY | $46 | — | $46 | 0.02% |
| MICHAEL S CLISE3 | 361 LITTLE CREEK RD HARMONY, PA 160379604 | CONTINENTAL AMERICAN INSURANCE COMPANY | $43 | — | $43 | 0.02% |
| JAMES M REDMOND3 | 637 E 1ST ST UNIT C1 BOSTON, MA 02127 | CONTINENTAL AMERICAN INSURANCE COMPANY | $41 | — | $41 | 0.02% |
| MAXIMILLION J PRESS3 | 924 W MASTERS DRIVE CROSS JUNCTION, VA 22625 | CONTINENTAL AMERICAN INSURANCE COMPANY | $40 | — | $40 | 0.02% |
| VANESSA LONG3 | 38 PARK PLACE STE 202 BRATTLEBORO, VT 05301 | CONTINENTAL AMERICAN INSURANCE COMPANY | $34 | — | $34 | 0.02% |
| JONATHAN ALI HAJIMOMEN3 Filed as: JONATHAN HAJIMOMEN | 1501 ORANGETHORPE SUITE 108 FULLERTON, CA 92831 | CONTINENTAL AMERICAN INSURANCE COMPANY | $24 | — | $24 | 0.01% |
| KENNETH C GRAVELINE3 | 109 BOSTON POST RD ORANGE, CT 06477 | CONTINENTAL AMERICAN INSURANCE COMPANY | $19 | — | $19 | 0.01% |
| MICHAEL S CLISE3 | PO BOX 228 EIGHTY FOUR, PA 15330 | CONTINENTAL AMERICAN INSURANCE COMPANY | $18 | — | $18 | 0.01% |
| DEBORAH JUNE CRISP3 Filed as: DEBORAH J CRISP-CALDWELL | 1432 WHITMAN DR NW CONCORD, NC 28027 | CONTINENTAL AMERICAN INSURANCE COMPANY | $15 | — | $15 | 0.01% |
| STEPHEN WEST3 | 5 JANE ST BEACON FALLS, CT 06403 | CONTINENTAL AMERICAN INSURANCE COMPANY | $14 | — | $14 | 0.01% |
| NANCY H. HUGHES3 Filed as: NANCY H HUGHES | PO BOX 91184 ALBUQUERQUE, NM 87199 | CONTINENTAL AMERICAN INSURANCE COMPANY | $14 | — | $14 | 0.01% |
| MELISSA L COLEMAN3 | 28803 DIAMONDHEAD S MONTGOMERY, TX 77356 | CONTINENTAL AMERICAN INSURANCE COMPANY | $12 | — | $12 | 0.01% |
| ANNA J. TRAINO3 Filed as: ANNA J TRAINO | 146 EASTERN BLVD STE 403 GLASTONBURY, CT 06033 | CONTINENTAL AMERICAN INSURANCE COMPANY | $10 | — | $10 | 0.01% |
| ACRISURE LLC3 Filed as: ACRISURE WALLSTREET PARTNERS, LLC | 158 PRINTER'S LANE NEW LONDON, NC 28127 | CONTINENTAL AMERICAN INSURANCE COMPANY | $9 | — | $9 | 0.00% |
| AGILITY AGENCY LLC3 | 2323 WEST 38TH STREET ERIE, PA 16506 | CONTINENTAL AMERICAN INSURANCE COMPANY | $8 | — | $8 | 0.00% |
| JOSHUA B PATTEN3 | 120 MARGUERITE DRIVE CRANBERRY, PA 16066 | CONTINENTAL AMERICAN INSURANCE COMPANY | $8 | — | $8 | 0.00% |
| PATRICK JOHN CALABRO3 Filed as: PATRICK J CALABRO | 2120 RIDGE DR. MARS, PA 16046 | CONTINENTAL AMERICAN INSURANCE COMPANY | $6 | — | $6 | 0.00% |
| JONATHAN DAVID BESWARICK3 Filed as: JONATHAN D BESWARICK | 250 ESTATES DRIVE GIBSONIA, PA 15044 | CONTINENTAL AMERICAN INSURANCE COMPANY | $5 | — | $5 | 0.00% |
| CHRISTOPHER T LYONS3 Filed as: CHRISTOPHER LYONS | 15 GLENDALE LANE FAIRFIELD, NJ 07004 | CONTINENTAL AMERICAN INSURANCE COMPANY | $4 | — | $4 | 0.00% |
| EZEQUIEL BUCCI TORRES3 Filed as: EZEQUIEL BUCCI-TORRES | 3712 CHELWOOD DRIVE NE ALBUQUERQUE, NM 87111 | CONTINENTAL AMERICAN INSURANCE COMPANY | $4 | — | $4 | 0.00% |
| EVAN D CROSS3 Filed as: EVAN CROSS | 100 ALLERTON RD MILTON, MA 02186 | CONTINENTAL AMERICAN INSURANCE COMPANY | $4 | — | $4 | 0.00% |
| ACRISURE LLC3 Filed as: ACRISURE WALLSTREET PARTNERS, LLC | 158 PRINTER'S LANE NEW LONDON, NC 28127 | CONTINENTAL AMERICAN INSURANCE COMPANY | $4 | — | $4 | 0.00% |
| KRISTEN NICOLE WILKINS3 Filed as: KRISTEN N WILKINS | 315 SCHMIDT LN LIGONIER, PA 15658 | CONTINENTAL AMERICAN INSURANCE COMPANY | $4 | — | $4 | 0.00% |
| KEVIN LORENZEN3 Filed as: KEVIN A LORENZEN | 109 DIAMOND TAIL ROAD PLACITAS, NM 87043 | CONTINENTAL AMERICAN INSURANCE COMPANY | $4 | — | $4 | 0.00% |
| LILLIAN P ZILIUS3 | 19 STORYTELLER COURT SANDIA PARK, NM 87047 | CONTINENTAL AMERICAN INSURANCE COMPANY | $4 | — | $4 | 0.00% |
| DONNA L MATTHEWS3 | PO BOX 3642 ROCK HILL, SC 29732 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3 | — | $3 | 0.00% |
| COLLEEN M KIRKLAND3 | 11050 CRABAPPLE RD STE C107 ROSWELL, GA 30075 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3 | — | $3 | 0.00% |
| NICKI L ALBRIGHT3 | 1501 E ORANGETHORPE AVE FULLERTON, CA 92837 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3 | — | $3 | 0.00% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES (PA), INC | 2600 KELLY ROAD SUITE 300 WARRINGTON, PA 18976 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| GEORGE SCOTT COOKE3 | BUSINESS ADDRESS SUITE #180 WILTON MANORS, FL 33334 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| EVAN B GERSON3 | 521 SALEM HEIGHTS DRIVE GIBSONIA, PA 15044 | 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% |
| 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% |
| KATRINA D AIKEN3 | 3462 38TH ST DR NE HICKORY, NC 28601 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MIDWEST LTD | 6100 S YALE AVE STE 1900 TULSA, OK 74135 | SYMETRA LIFE INSURANCE COMPANY | $2K | $4K | $6K | 4.02% |
| JAMES A SCOTT & SON INC3 Filed as: JAMES A SCOTT AND SON INC | 1301 OLD GRAVES MILL ROAD LYNCHBURG, VA 24502 | SYMETRA LIFE INSURANCE COMPANY | $2K | $659 | $2K | 1.77% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL NORTHEAST | 1393 VETERANS HIGHWAY HAUPPAUGE, NY 11778 | EYEMED VISION CARE | $1K | — | $1K | 1.84% |
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 | 0 | 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) | 0 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | AETNA LIFE INSURANCE CO. | 685 | $357K |
| Vision | EYEMED VISION CARE | 613 | $81K |
| Life insurance | SYMETRA LIFE INSURANCE COMPANY | 889 | $139K |
| Short-term disability | CONTINENTAL AMERICAN INSURANCE COMPANY | 252 | $192K |
| Long-term disability | SYMETRA LIFE INSURANCE COMPANY | 889 | $139K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 889 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.
Final-filing indicator set. Plan is winding down; don't waste sales effort here.