| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $0 | $24 | $24 | 0.00% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY LLC SENNDUN | 3625 N ELM ST SUITE 200 GREENSBORO, NC 27455 | METROPOLITAN LIFE INSURANCE COMPANY | $33K | $42 | $33K | 5.84% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN | 250 PEHLE AVE., SUITE 400 PARK 80 PLAZA 2 SADDLE BROOK, NJ 076635826 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $9K | $9K | 1.52% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $33K | $5K | $38K | 13.88% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $45K | $5K | $49K | 18.75% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $27K | $4K | $31K | 13.86% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: SENN DUNN, MARSH & MCLENNAN AGENCY | PO BOX 9395 GREENSBORO, NC 27429 | AETNA LIFE INSURANCE COMPANY | $5K | $0 | $5K | 2.63% |
| WORKPLACE SOLUTIONS, INC.3 | 120-A GILLS CREEK PARKWAY COLUMBIA, SC 29209 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $7K | $0 | $7K | 4.59% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 9375 GREENSBORO, NC 27429 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $3K | $0 | $3K | 2.26% |
| BOUDREAUX, BEAU, DAVID3 | 120 GILLS CREEK PARKWAY COLUMBIA, SC 29209 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $650 | $0 | $650 | 0.43% |
| MARSH & MCLENNAN AGENCY LLC3 | 2301 SUGAR BUSH ROAD RALEIGH, NC 27612 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $0 | $10 | $10 | 0.01% |
| MARSH & MCLENNAN AGENCY LLC3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $5K | $0 | $5K | 5.54% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $7K | $1K | $8K | 11.83% |
| MARSH & MCLENNAN AGENCY LLC3 | 2 MORRISSEY BLVD DORCHESTER, MA 02125 | METLIFE LEGAL PLANS | $3K | $0 | $3K | 9.66% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $1K | $199 | $2K | 13.69% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: SENN DUNN MARSH & MCLENNAN AGENCY | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $248 | $0 | $248 | 10.00% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY, LLC | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $6 | $3 | $9 | 18.37% |
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 | 1,385 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 21 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,406 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 273 | $6.1M |
| Dental(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 1,101 | $747K |
| Vision(2 contracts) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 718 | $6.2M |
| Life insurance(2 contracts) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 1,385 | $335K |
| Short-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 1,382 | $227K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 1,385 | $273K |
| Prescription drug(2 contracts, 2 carriers) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 718 | $100K |
| Other(6 contracts, 4 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 1,385 | $460K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,385 | — |
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.