| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP, A MARSH & MCLENNAN | AGENCY, LLC COMPANY 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $8K | $8K | 2.26% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP, A MARSH & MCLENNAN | AGENCY, LLC COMPANY 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $5K | $5K | 2.50% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP, A MARSH & MCLENNAN | AGENCY, LLC COMPANY 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $4K | $4K | 2.45% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP, A MARSH & MCLENNAN | AGENCY, LLC COMPANY 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $19K | $966 | $20K | 24.49% |
| FISHMAN HARRIS S3 | 2 BALA PLZ STE 901 BALA CYNWYD, PA 19004 | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | — | $11K | $11K | 13.12% |
| ROLLER CONSULTING CO., INC.3 Filed as: ROLLER CONSULTING COMPANY INC | 5664 PRAIRIE CREEK DR SE CALEDONIA, MI 49316 | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $859 | — | $859 | 1.05% |
| ROLLER CONSULTING CO., INC.3 Filed as: ROLLER KEVIN N | 660 AMERICAN AVE STE 103 KING OF PRUSSIA, PA 19406 | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $199 | — | $199 | 0.24% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP, A MARSH & MCLENNAN | AGENCY, LLC COMPANY 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $787 | $787 | 2.47% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP, A MARSH & MCLENNAN | AGENCY, LLC COMPANY 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | TRIPLE S SALUD, INC. | $625 | — | $625 | 5.20% |
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 | 1,487 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 6 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,493 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | TRIPLE S SALUD, INC. | 2 | $12K |
| Dental | CIGNA HEALTH INSURANCE COMPANY | 1,035 | $582K |
| Vision | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | 2,252 | $75K |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 1,272 | $156K |
| Short-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 1,264 | $339K |
| Long-term disability(2 contracts, 2 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 1,264 | $271K |
| Prescription drug | TRIPLE S SALUD, INC. | 2 | $12K |
| Other | LIFE INSURANCE COMPANY OF NORTH AMERICA | 1,272 | $32K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,252 | — |
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.