| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 Filed as: SENN DUNN INS. A MARSH & MCCLENNAN | 3625 N ELM ST STE 200 GREENSBORO, NC 274552604 | UNITEDHEALTHCARE INSURANCE COMPANY | $4K | $33K | $38K | 0.53% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY LLC SENNDUN | 3625 N ELM ST SUITE 200 GREENSBORO, NC 274552604 | METROPOLITAN LIFE INSURANCE COMPANY | $16K | $0 | $16K | 5.20% |
| 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 | $3K | $3K | 1.09% |
| MARSH & MCLENNAN AGENCY LLC3 | 6279 TRI RIDGE BLVD STE 400 LOVELAND, OH 451408320 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $40 | $40 | 0.01% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: SENN DUNN, MARSH & MCLENNAN AGENCY | 161 WASHIGNTON STREET STE 1200 CONSHOHOCKEN, PA 19428 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $22K | $0 | $22K | 17.00% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: THE NIA GROUP, MARSH & MCLENNAN | 161 WASHINGTON STREET STE 1200 CONSHOHOCKEN, PA 19428 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $0 | $2K | $2K | 1.85% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: SENN DUNN, MARSH & MCLENNAN AGENCY | 161 WASHIGNTON STREET STE 1200 CONSHOHOCKEN, PA 19428 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $13K | $0 | $13K | 12.00% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: THE NIA GROUP, MARSH & MCLENNAN | 161 WASHINGTON STREET STE 1200 CONSHOHOCKEN, PA 19428 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $0 | $2K | $2K | 1.93% |
| MARSH & MCLENNAN AGENCY LLC3 | PARK 80 WEST PLAZA 2 SADDLE BROOK, NJ 07663 | AETNA LIFE INSURANCE COMPANY | $2K | $0 | $2K | 2.54% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 9375 GREENSBORO, NC 274290375 | UNUM INSURANCE COMPANY | $8K | $0 | $8K | 15.00% |
| MARSH & MCLENNAN AGENCY LLC3 | 2301 SUGAR BUSH ROAD RALEIGH, NC 27612 | UNUM INSURANCE COMPANY | $0 | $2K | $2K | 3.11% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: SENN DUNN, MARSH & MCLENNAN AGENCY | 161 WASHIGNTON STREET STE 1200 CONSHOHOCKEN, PA 19428 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $6K | $0 | $6K | 12.00% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: THE NIA GROUP, MARSH & MCLENNAN | 161 WASHINGTON STREET STE 1200 CONSHOHOCKEN, PA 19428 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $0 | $994 | $994 | 1.96% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: SENN DUNN, MARSH & MCLENNAN AGENCY | 161 WASHIGNTON STREET STE 1200 CONSHOHOCKEN, PA 19428 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $4K | $0 | $4K | 10.00% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: THE NIA GROUP, MARSH & MCLENNAN | 161 WASHINGTON STREET STE 1200 CONSHOHOCKEN, PA 19428 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $0 | $719 | $719 | 1.79% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 9375 GREENSBORO, NC 274290375 | UNUM INSURANCE COMPANY | $5K | $0 | $5K | 14.99% |
| MARSH & MCLENNAN AGENCY LLC3 | 2301 SUGAR BUSH ROAD RALEIGH, NC 27612 | UNUM INSURANCE COMPANY | $0 | $994 | $994 | 2.88% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 9375 GREENSBORO, NC 274290375 | UNUM INSURANCE COMPANY | $4K | $0 | $4K | 12.94% |
| MARSH & MCLENNAN AGENCY LLC3 | 2301 SUGAR BUSH ROAD RALEIGH, NC 27612 | UNUM INSURANCE COMPANY | $0 | $926 | $926 | 3.23% |
| SENN DUNN INSURANCE3 | LOCKBOX 412703 2 MORRISSEY BLVD DORCHESTER, MA 02125 | METLIFE LEGAL PLANS | $2K | $0 | $2K | 8.36% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: SENN DUNN, MARSH & MCLENNAN AGENCY | 161 WASHINGTON STREET STE 1200 CONSHOHOCKEN, PA 19428 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $791 | $0 | $791 | 11.99% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: THE NIA GROUP, MARSH & MCLENNAN | 161 WASHINGTON STREET STE 1200 CONSHOHOCKEN, PA 19428 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $0 | $31 | $31 | 0.47% |
| 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% |
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 |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 922 | $7.1M |
| Dental(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 652 | $378K |
| Vision | UNITEDHEALTHCARE INSURANCE COMPANY | 922 | $7.1M |
| Life insurance(2 contracts) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 783 | $171K |
| Short-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 784 | $109K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 289 | $51K |
| Prescription drug | UNITEDHEALTHCARE INSURANCE COMPANY | 922 | $7.1M |
| Other(7 contracts, 4 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 783 | $275K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 922 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Final-filing indicator set. Plan is winding down; don't waste sales effort here.