| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 | 32 OLD SLIP FINANCIAL SQUARE NEW YORK, NY 10005 | DELTA DENTAL OF PENNSYLVANIA | $9K | — | $9K | 2.60% |
| ASSUREDPARTNERS3 Filed as: THE HDH GROUP, INC. | 210 SIXTH AVENUE 30TH FLOOR PITTSBURGH, PA 15222 | DELTA DENTAL OF PENNSYLVANIA | $5K | — | $5K | 1.40% |
| ASSUREDPARTNERS3 Filed as: THE HDH GROUP INC | 210 SIXTH AVE 30TH FLOOR PITTSBURGH, PA 15222 | LINCOLN LIFE ASSURANCE COMPANY OF BOSTON | $2K | $879 | $3K | 3.11% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1120 SANCTUARY PARKWAY SUITE 300 ALPHARETTA, GA 30009 | LINCOLN LIFE ASSURANCE COMPANY OF BOSTON | $3K | — | $3K | 2.71% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES, INC | 1120 SANCTUARY PARKWAY SUITE 300 ALPHARETTA, GA 30009 | LINCOLN LIFE ASSURANCE COMPANY OF BOSTON | $3K | — | $3K | 2.88% |
| ASSUREDPARTNERS3 Filed as: THE HDH GROUP INC | 210 SIXTH AVE 30TH FLOOR PITTSBURGH, PA 15222 | LINCOLN LIFE ASSURANCE COMPANY OF BOSTON | $2K | $539 | $3K | 2.63% |
| ASSUREDPARTNERS3 Filed as: THE HDH GROUP INC | 210 SIXTH AVE 30TH FLOOR PITTSBURGH, PA 15222 | LINCOLN LIFE ASSURANCE COMPANY OF BOSTON | $1K | $468 | $2K | 2.96% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES, INC | 1120 SANCTUARY PARKWAY SUITE 300 ALPHARETTA, GA 30009 | LINCOLN LIFE ASSURANCE COMPANY OF BOSTON | $2K | — | $2K | 2.84% |
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 | 1,768 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 11 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 10 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,789 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | HIGHMARK, INC. | 1,681 | $85K |
| Dental | DELTA DENTAL OF PENNSYLVANIA | 1,645 | $342K |
| Vision | HIGHMARK, INC. | 1,681 | $85K |
| Life insurance | LINCOLN LIFE ASSURANCE COMPANY OF BOSTON | 1,677 | $108K |
| Short-term disability | LINCOLN LIFE ASSURANCE COMPANY OF BOSTON | 467 | $106K |
| Long-term disability | LINCOLN LIFE ASSURANCE COMPANY OF BOSTON | 365 | $58K |
| Other | LINCOLN LIFE ASSURANCE COMPANY OF BOSTON | 1,677 | $108K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,681 | — |
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.