| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ACRISURE LLC3 Filed as: ACRISURE, LLC | PO BOX 1788 GRAND RAPIDS, MI 49501 | UNITEDHEALTHCARE INSURANCE COMPANY | $185K | $0 | $185K | 3.02% |
| ACRISURE LLC3 Filed as: ACRISURE, LLC | PO BOX 1788 GRAND RAPIDS, MI 49501 | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | $19K | $2K | $20K | 4.94% |
| PROFESSIONAL GROUP PLANS INC3 Filed as: PROFESSIONAL GROUP PLANS, INC. | UNKNOWN HAUPPAUGE, NY 11788 | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | $0 | $19K | $19K | 4.71% |
| HORIZON INSURANCE COMPANY3 | UNKNOWN NEWARK, NJ 07105 | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | $0 | $12K | $12K | 3.03% |
| GA SOLUTIONS LLC3 Filed as: GA SOLUTIONS, LLC | 65 MECHANIC STREET, SUITE 106 RED BANK, NJ 07701 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $28K | $5K | $33K | 9.13% |
| WORKSITE WHEELHOUSE3 | 103-107 CHURCH STREET, APARTMENT 3 PHILADELPHIA, PA 19106 | THE PAUL REVERE LIFE INSURANCE COMPANY | $4K | $2K | $6K | 11.20% |
| ACRISURE LLC3 Filed as: ACRISURE NJ PARTNERS INSURANCE SERV | 100 OTTAWA AVENUE SW GRAND RAPIDS, MI 49503 | THE PAUL REVERE LIFE INSURANCE COMPANY | $2K | $0 | $2K | 3.86% |
| ACRISURE LLC3 Filed as: ACRISURE, LLC | UNKNOWN NEWTON, MA 07860 | THE PAUL REVERE LIFE INSURANCE COMPANY | $1K | $529 | $2K | 3.29% |
| SOTERIA PARTNERS LLC3 Filed as: SOTERIA PARTNERS, LLC | 550 WEST 29TH STREET, APARTMENT 3A NEW YORK, NY 10001 | THE PAUL REVERE LIFE INSURANCE COMPANY | $806 | $420 | $1K | 2.33% |
| MARC A GROVE3 Filed as: MARC A. GROVE | 25900 AUTUMN WAY ROGERS, MN 55374 | THE PAUL REVERE LIFE INSURANCE COMPANY | $187 | $441 | $628 | 1.19% |
| NATIONAL ENROLLMENT PARTNERS LLC3 Filed as: NATIONAL ENROLLMENT PARTNERS, LLC | UNKNOWN CRANSTON, RI 02920 | THE PAUL REVERE LIFE INSURANCE COMPANY | $226 | $139 | $365 | 0.69% |
| BRYLIN EMPLOYEE BENEFITS LLC3 Filed as: BRYLIN EMPLOYEE BENEFITS & OTHERS | 37 PONDVIEW DRIVE ALLENTOWN, NJ 08501 | THE PAUL REVERE LIFE INSURANCE COMPANY | $33 | $0 | $33 | 0.06% |
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 | 737 | 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) | 737 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTHCARE INSURANCE COMPANY | 899 | $6.1M |
| Dental | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 634 | $357K |
| Vision | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 634 | $357K |
| Life insurance(2 contracts, 2 carriers) | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | 737 | $460K |
| Short-term disability(2 contracts, 2 carriers) | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | 737 | $460K |
| Long-term disability | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | 737 | $407K |
| Prescription drug | UNITEDHEALTHCARE INSURANCE COMPANY | 899 | $6.1M |
| Other(2 contracts, 2 carriers) | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | 737 | $460K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 899 | — |
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.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.