| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| GROUP INSURANCE ASSOCIATES3 | 8 HAZEL TERRACE WOODBRIDGE, CT 06525 | ANTHEM HEALTH PLANS, INC. (G1800) | $24K | — | $24K | 1.68% |
| AXIS BENEFITS CONSULTANTS, INC.3 Filed as: AXIS BENEFITS CONSULTANTS INC. | 777 OAKMONT LANE STE 1400 WESTMONT, IL 60559 | ANTHEM HEALTH PLANS, INC. (G1800) | $9K | — | $9K | 0.65% |
| AXIS BENEFITS CONSULTANTS, INC.3 Filed as: AXIS BENEFITS CONSULTANTS | 777 OAKMONT LANE STE 1400 WESTMONT, IL 60559 | BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC. | $50K | — | $50K | 4.35% |
| AXIS BENEFITS CONSULTANTS, INC.3 | 777 OAKMONT LANE STE 1400 WESTMONT, IL 60559 | ANTHEM BLUE CROSS LIFE & HEALTH INSURANCE COMPANY (G0360) | $23K | — | $23K | 2.24% |
| REUBEN WARNER ASSOCIATES, INC.3 Filed as: WARNER PACIFIC INSURANCE SERVICES | 32110 AGOURA RD WEST LAKE VILLAGE, CA 91361 | ANTHEM BLUE CROSS LIFE & HEALTH INSURANCE COMPANY (G0360) | — | $9K | $9K | 0.91% |
| AXIS BENEFITS CONSULTANTS, INC.3 | 777 OAKMONT LANE STE. 1400 WESTMONT, IL 60559 | SUN LIFE ASSURANCE COMPANY OF CANADA | $24K | — | $24K | 11.65% |
| BRIAN A LUCIANI3 Filed as: BRIAN LUCIANI | 87 HAZELWOOD TERRACE WOODBRIDGE, CT 06525 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $3K | — | $3K | 2.74% |
| AXIS BENEFITS CONSULTANTS, INC.3 Filed as: AXIS BENEFITS CONSULTANTS | 777 OAKMONT LANE STE 1400 WESTMONTH, IL 60559 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $690 | $143 | $833 | 0.79% |
| AXIS BENEFITS CONSULTANTS, INC.3 Filed as: AXIS BENEFITS CONSULTANTS | 777 OAKMONT LANE STE 1400 WESTMONT, IL 60559 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $4K | $2K | $5K | 9.59% |
| AXIS BENEFITS CONSULTANTS, INC.3 | 1901 BUTTERFIELD RD. STE 200 DOWNERS GROVE, IL 60515 | PROVIDENT LIFE & ACCIDENT INSURANCE COMPANY | $2K | — | $2K | 15.43% |
| AXIX BENEFITS CONSULTANTS, INC.3 | 1901 BUTTERFIELD RD. STE. 200 DOWNERS GROVE, IL 60515 | PROVIDENT LIFE & ACCIDENT INSURANCE COMPANY | $873 | — | $873 | 11.41% |
| AXIS BENEFITS CONSULTANTS, INC.3 | 1901 BUTTERFIELD RD. STE 200 DOWNERS GROVE, IL 60515 | PROVIDENT LIFE & ACCIDENT INSURANCE COMPANY | $616 | — | $616 | 8.84% |
| AXIS BENEFITS CONSULTANTS, INC.3 | 240 QUAIL RIDGE DRIVE WESTMONT, IL 60559 | HARTFORD LIFE & ACCIDENT | $643 | — | $643 | 15.00% |
| AXIS BENEFITS CONSULTANTS, INC.3 | 1901 BUTTERFIELD RD. STE. 200 DOWNERS GROVE, IL 60515 | PROVIDENT LIFE & ACCIDENT INSURANCE COMPANY | $75 | — | $75 | 7.94% |
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 | 470 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 470 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | ANTHEM HEALTH PLANS, INC. (G1800) | 263 | $3.6M |
| Dental(2 contracts, 2 carriers) | ANTHEM BLUE CROSS LIFE & HEALTH INSURANCE COMPANY (G0360) | 166 | $1.1M |
| Vision(2 contracts, 2 carriers) | ANTHEM BLUE CROSS LIFE & HEALTH INSURANCE COMPANY (G0360) | 347 | $1.1M |
| Life insurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 495 | $207K |
| Short-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 495 | $207K |
| Long-term disability(5 contracts, 2 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 495 | $233K |
| Other | HARTFORD LIFE & ACCIDENT | 470 | $4K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 495 | — |
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.