| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| PROFESSIONAL GROUP PLANS INC3 Filed as: PROFESSIONAL GROUP PLANS, INC. | 225 WIRELESS BLVD STE 200 HAUPPAUGE, NY 11788 | CIGNA LIFE INSUNACE CO. OF NEW YORK | — | $11K | $11K | 5.00% |
| BRIO BENEFIT CONSULTING INC3 Filed as: BRIO BENEFIT CONSULTING | 30 BROAD ST 35TH FL NEW YORK, NY 10004 | CIGNA LIFE INSUNACE CO. OF NEW YORK | $5K | $6K | $10K | 4.58% |
| BRIO BENEFIT CONSULTING INC3 Filed as: BRIO BENEFIT CONSULTING | 30 BROAD ST 35TH FL NEW YORK, NY 10004 | CIGNA LIFE INSURANCE CO. OF NEW YORK | $6K | $4K | $9K | 6.08% |
| PROFESSIONAL GROUP PLANS INC3 Filed as: PROFESSIONAL GROUP PLANS | 225 WIRELESS BLVD STE 200 HAUPPAUGE, NY 11788 | CIGNA LIFE INSURANCE CO. OF NEW YORK | — | $8K | $8K | 5.00% |
| BRIO BENEFIT CONSULTING INC3 Filed as: BRIO BENEFIT CONSULTING | 30 BROAD ST 35TH FL NEW YORK, NY 10004 | CIGNA LIFE INSURANCE CO. OF NEW YORK | $4K | $1K | $5K | 8.56% |
| PROFESSIONAL GROUP PLANS INC3 Filed as: PROFESSIONAL GROUP PLANS | 225 WIRELESS BLVD STE 200 HAUPPAUGE, NY 11788 | CIGNA LIFE INSURANCE CO. OF NEW YORK | — | $3K | $3K | 5.00% |
| BRIO BENEFIT CONSULTING INC3 Filed as: BRIO BENEFITCONSULTING | 30 BROAD ST 35TH FL NEW YORK, NY 10004 | CIGNA LIFE INSUARNCE CO. OF NEW YORK | $3K | $938 | $4K | 9.34% |
| PROFESSIONAL GROUP PLANS INC3 Filed as: PROFESSIONAL GROUP PLANS | 225 WIRELESS BLVD STE 200 HAUPPAUGE, NY 11788 | CIGNA LIFE INSUARNCE CO. OF NEW YORK | — | $2K | $2K | 5.00% |
| CAREN WASSERMAN4 | 61 COTTONWOOD CT WANTAGH, NY 11973 | PRE-PAID LEGAL SERVICES, INC, D/B/A LEGALSHIELD | $6K | — | $6K | 19.59% |
| BICKY METHVEN4 | 370 GREEN OAK DR KERRVILLE, TX 78028 | PRE-PAID LEGAL SERVICES, INC, D/B/A LEGALSHIELD | $164 | — | $164 | 0.51% |
| DENNIS W MCVITTIE JR4 Filed as: DENNIS W MCVITTIE | 43749 DORISA CT NORTHVILLE, MI 48167 | PRE-PAID LEGAL SERVICES, INC, D/B/A LEGALSHIELD | $56 | — | $56 | 0.17% |
| BRIO BENEFIT CONSULTING INC3 | 30 BROAD ST 35TH FL NEW YORK, NY 10004 | CIGNA LIFE INSURANCE CO. OF NEW YORK | — | — | $0 | — |
| PROFESSIONAL GROUP PLANS INC3 | 225 WIRELESS BLVD STE 200 HAUPPAUGE, NY 11788 | CIGNA LIFE INSURANCE CO. OF NEW YORK | — | — | $0 | — |
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 | 1,030 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 1,030 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(2 contracts) | CIGNA LIFE INSURANCE CO. OF NEW YORK | 221 | $63K |
| Short-term disability | CIGNA LIFE INSUNACE CO. OF NEW YORK | 1,030 | $223K |
| Long-term disability | CIGNA LIFE INSURANCE CO. OF NEW YORK | 1,030 | $153K |
| Other(2 contracts, 2 carriers) | CIGNA LIFE INSUARNCE CO. OF NEW YORK | 180 | $78K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,030 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.