| 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 | $12K | — | $12K | 4.00% |
| 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 | $6K | — | $6K | 4.41% |
| ASSUREDPARTNERS3 Filed as: THE HDH GROUP INC | 210 SIXTH AVE 30TH FLOOR PITTSBURGH, PA 15222 | LINCOLN LIFE ASSURANCE COMPANY OF BOSTON | $308 | — | $308 | 0.23% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1120 SANCTUARY PARKWAY SUITE 300 ALPHARETTA, GA 30009 | LINCOLN LIFE ASSURANCE COMPANY OF BOSTON | $5K | — | $5K | 4.70% |
| ASSUREDPARTNERS3 Filed as: THE HDH GROUP INC | 210 SIXTH AVE 30TH FLOOR PITTSBURGH, PA 15222 | LINCOLN LIFE ASSURANCE COMPANY OF BOSTON | -$131 | — | -$131 | -0.13% |
| ALLIANT INSURANCE SERVICES, INC.3 | 2121 N. CALIFORNIA BLVD SUITE 100 WALNUT CREEK, CA 94596 | HIGHMARK, INC. | $1K | — | $1K | 1.58% |
| ASSUREDPARTNERS3 Filed as: THE HDH GROUP, INC. | 210 6TH AVE 30TH FLOOR PITTSBURGH, PA 15222 | HIGHMARK, INC. | $362 | — | $362 | 0.43% |
| 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 | 4.49% |
| ASSUREDPARTNERS3 Filed as: THE HDH GROUP INC | 210 SIXTH AVE 30TH FLOOR PITTSBURGH, PA 15222 | LINCOLN LIFE ASSURANCE COMPANY OF BOSTON | $111 | — | $111 | 0.15% |
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 | 1,793 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 11 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 314 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,118 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | HIGHMARK, INC. | 1,673 | $83K |
| Dental | DELTA DENTAL OF PENNSYLVANIA | 1,609 | $309K |
| Vision | HIGHMARK, INC. | 1,673 | $83K |
| Life insurance | LINCOLN LIFE ASSURANCE COMPANY OF BOSTON | 1,611 | $105K |
| Short-term disability | LINCOLN LIFE ASSURANCE COMPANY OF BOSTON | 384 | $132K |
| Long-term disability | LINCOLN LIFE ASSURANCE COMPANY OF BOSTON | 306 | $73K |
| Other | LINCOLN LIFE ASSURANCE COMPANY OF BOSTON | 1,611 | $105K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,673 | — |
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.