| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON NORTHEAST INC | 200 NORTH WARNER ROAD KING OF PRUSSIA, PA 19406 | HARTFORD LIFE AND ACCIDENT | $22K | — | $22K | 2.90% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON INS SVCS WEST | 801 S FIGUEROA STREET LOS ANGELES, CA 90017 | HARTFORD LIFE AND ACCIDENT | — | $9K | $9K | 1.16% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HUMAN RESOURCE CONSULTING | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | HARTFORD LIFE AND ACCIDENT | — | $3K | $3K | 0.36% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | HARTFORD LIFE AND ACCIDENT | $116 | — | $116 | 0.02% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON NORTHEAST INC | 200 LIBERTY STREET NEW YORK, NY 10281 | DELTA DENTAL OF PENNSYLVANIA | $37K | — | $37K | 6.00% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON NORTHEAST INC | 100 BANK ST STE 500 BURLINGTON, VT 05401 | KAISER FOUNDATION HEALTH PLAN, INC. | $4K | — | $4K | 2.39% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS, LLC | 155 N WACKER DR STE 1500 CHICAGO, IL 60606 | KAISER FOUNDATION HEALTH PLAN, INC. | $281 | — | $281 | 0.17% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON NORTHEAST INC | PO BOX 32090 NEW YORK, NY 10087 | VISION SERVICE PLAN | $14K | — | $14K | 10.01% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC | 4565 PAYSPHERE CIR CHICAGO, IL 60674 | VISION SERVICE PLAN | -$1 | — | -$1 | -0.00% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON NORTHEAST INC | 100 BANK ST STE 500 BURLINGTON, VT 05401 | KAISER FOUNDATION HEALTH PLAN, INC. | $2K | — | $2K | 2.77% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS, LLC | 155 N WACKER DR STE 1500 CHICAGO, IL 60606 | KAISER FOUNDATION HEALTH PLAN, INC. | $172 | — | $172 | 0.28% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON NORTHEAST INC | 38 EASTWOOD DRIVE SUITE 300 SOUTH BURLINGTON, VT 05403 | KAISER FOUNDATION HEALTH PLAN, INC. | $783 | — | $783 | 1.60% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON NORTHEAST INC | 100 MATSONFORD ROAD BLDG 5 STE 200 WAYNE, PA 19087 | HARTFORD LIFE AND ACCIDENT INSURANCE CO | $1K | $259 | $2K | 5.52% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | HARTFORD LIFE AND ACCIDENT INSURANCE CO | $118 | $67 | $185 | 0.68% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON NORTHEAST INC | PO BOX 32090 NEW YORK, NY 10087 | METLIFE LEGAL PLANS | $2K | — | $2K | 10.70% |
| BUSINESSOLVER.COM, INC.3 | 1025 ASHWORTH ROAD WEST DES MOINES, IA 50265 | METLIFE LEGAL PLANS | — | $481 | $481 | 2.52% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON NORTHEAST | PO BOX 416672 BOSTON, MA 02241 | METLIFE LEGAL PLANS | — | $179 | $179 | 0.94% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER H&B ADMINISTRATION | PO BOX 850502 MINNEAPOLIS, MN 55485 | METLIFE LEGAL PLANS | — | $22 | $22 | 0.12% |
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 | 2,273 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 16 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 61 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,350 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 2 carriers) | TRIPLE S SALUD, INC | 27 | $461K |
| Dental(2 contracts, 2 carriers) | DELTA DENTAL OF PENNSYLVANIA | 1,814 | $806K |
| Vision | VISION SERVICE PLAN | 990 | $137K |
| Life insurance | HARTFORD LIFE AND ACCIDENT | 2,024 | $765K |
| Long-term disability | HARTFORD LIFE AND ACCIDENT | 2,024 | $765K |
| Prescription drug | TRIPLE S SALUD, INC | 27 | $182K |
| Other(3 contracts, 2 carriers) | HARTFORD LIFE AND ACCIDENT | 2,273 | $812K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,273 | — |
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.