| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH AND MCLENNAN AGENCY | 7202 EAST ROSEWOOD STREET SUITE 200 TUCSON, AZ 85710 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $12K | $6K | $18K | 18.81% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: LOVITT & TOUCHE A MARSH | 161 WASHINGTON ST STE 1200 CONSHOHOCKEN, PA 194282085 | METROPOLITAN LIFE INSURANCE COMPANY | $4K | $33 | $4K | 5.47% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS AND INSURANCE SVCS. | PO BOX 632886 CINCINNATI, OH 45263 | METROPOLITAN LIFE INSURANCE COMPANY | — | $1K | $1K | 1.83% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH AND MCLENNAN AGENCY | 250 PEHLE AVENUE, SUITE 400 SADDLE BROOK, NJ 07663 | METROPOLITAN LIFE INSURANCE COMPANY | — | $890 | $890 | 1.23% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH AND MCLENNAN AGENCY | 6279 TRI RIDGE BOULEVARD, SUITE 400 LOVELAND, OH 45140 | METROPOLITAN LIFE INSURANCE COMPANY | — | $28 | $28 | 0.04% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS AND INS. SVCS INC | PO BOX 632886 CINCINNATI, OH 45263 | AETNA LIFE INSURANCE COMPANY | — | $2K | $2K | 12.12% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: LOVITT & TOUCHE A MARSH | 161 WASHINGTON ST STE 1200 CONSHOHOCKEN, PA 194282085 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $33 | $2K | 22.52% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INS SERVICES INC | PO BOX 632886 CINCINNATI, OH 452632886 | METROPOLITAN LIFE INSURANCE COMPANY | $47 | $268 | $315 | 3.32% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN | 250 PEHLE AVE STE 400 PARK 80 PLAZA 2 SADDLE BROOK, NJ 076635826 | METROPOLITAN LIFE INSURANCE COMPANY | — | $119 | $119 | 1.26% |
| MARSH & MCLENNAN AGENCY LLC3 | 6279 TRI RIDGE BLVD STE 400 LOVELAND, OH 451408320 | METROPOLITAN LIFE INSURANCE COMPANY | — | $4 | $4 | 0.04% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: LOVITT & TOUCHE A MARSH | 161 WASHINGTON ST STE 1200 CONSHOHOCKEN, PA 194282085 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $33 | $2K | 22.17% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INS SERVICES INC | PO BOX 632886 CINCINNATI, OH 452632886 | METROPOLITAN LIFE INSURANCE COMPANY | — | $228 | $228 | 2.70% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN | 250 PEHLE AVE STE 400 PARK 80 PLAZA 2 SADDLE BROOK, NJ 076635826 | METROPOLITAN LIFE INSURANCE COMPANY | — | $107 | $107 | 1.27% |
| MARSH & MCLENNAN AGENCY LLC3 | 6279 TRI RIDGE BLVD STE 400 LOVELAND, OH 451408320 | METROPOLITAN LIFE INSURANCE COMPANY | — | $3 | $3 | 0.04% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: LOVITT & TOUCHE A MARSH | 161 WASHINGTON ST STE 1200 CONSHOHOCKEN, PA 194282085 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | $33 | $1K | 22.98% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INS SERVICES INC | PO BOX 632886 CINCINNATI, OH 452632886 | METROPOLITAN LIFE INSURANCE COMPANY | $4 | $169 | $173 | 2.84% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN | 250 PEHLE AVE STE 400 PARK 80 PLAZA 2 SADDLE BROOK, NJ 076635826 | METROPOLITAN LIFE INSURANCE COMPANY | — | $77 | $77 | 1.26% |
| MARSH & MCLENNAN AGENCY LLC3 | 6279 TRI RIDGE BLVD STE 400 LOVELAND, OH 451408320 | METROPOLITAN LIFE INSURANCE COMPANY | — | $3 | $3 | 0.05% |
| MARSH & MCLENNAN AGENCY LLC3 | TRION OPERATING LOCKBOX PO BOX 412703 BOSTON, MA 02241 | METROPOLITAN GENERAL INSURANCE COMPANY | $193 | $9 | $202 | 5.69% |
| LOVITT AND TOUCHE, INC.3 Filed as: LOVITT & TOUCHE | A MARSH AND MCLENNAN AGENCY LLC PO BOX 741259 LOS ANGELES, CA 90074 | METROPOLITAN GENERAL INSURANCE COMPANY | $141 | — | $141 | 3.97% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INSURANCE SERVICES, | P.O. BOX 632886 CINCINNATI, OH 45263 | METROPOLITAN GENERAL INSURANCE COMPANY | — | $53 | $53 | 1.49% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: J SMITH LANIER & CO | 11330 LAKEFIELD DRIVE SUITE 100, BLDG 1 JOHNS CREEK, GA 30097 | METROPOLITAN GENERAL INSURANCE COMPANY | — | $27 | $27 | 0.76% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC CLAIMS PROCESSING | Claims processing Service code 12 | PARK 80 WEST PLAZA 2 SADDLE BROOK, NJ 07663 | $41K |
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)(5 contracts, 3 carriers) | BANNER HEALTH AND AETNA HEALTH | 0 | $786K |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 0 | $73K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 0 | $73K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 0 | $97K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 0 | $97K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 0 | $97K |
| Other(3 contracts, 3 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 0 | $104K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 0 | — |
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."
Final-filing indicator set. Plan is winding down; don't waste sales effort here.