| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALIGHT SOLUTIONS3 Filed as: ALIGHT SOLUTIONS LLC | PO BOX 95135 CHICAGO, IL 606945135 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $11K | $11K | 5.22% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 350 HUDSON ST NEW YORK, NY 10014 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2K | — | $2K | 0.79% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 350 HUDSON ST NEW YORK, NY 10014 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $716 | — | $716 | 0.77% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INS CTR (IRVINE) | 1390 WILLOW PASS RD SUITE 800 CONCORD, CA 94520 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $8K | — | $8K | 16.34% |
| TEMPO HOLDINGS COMPANY LLC3 | 4 OVERLOOK POINT LINCOLNSHIRE, IL 60069 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | — | $3K | $3K | 5.45% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INS CTR (IRVINE) | 1390 WILLOW PASS RD SUITE 800 CONCORD, CA 94520 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $7K | — | $7K | 16.49% |
| TEMPO HOLDINGS LLC3 | 4 OVERLOOK POINT LINCOLNSHIRE, IL 60069 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | — | $2K | $2K | 5.50% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INS CTR (IRVINE) | 1390 WILLOW PASS RD SUITE 800 CONCORD, CA 94520 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $5K | — | $5K | 16.32% |
| TEMPO HOLDINGS COMPANY LLC3 | 4 OVERLOOK POINT LINCOLNSHIRE, IL 60069 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | — | $2K | $2K | 5.44% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 350 HUDSON ST NEW YORK, NY 10014 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $182 | — | $182 | 0.79% |
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 | 725 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 729 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental(2 contracts, 2 carriers) | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | 507 | $568K |
| Vision | VISION SERVICE PLAN | 469 | $79K |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 1,035 | $218K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 725 | $93K |
| Other(4 contracts, 2 carriers) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 725 | $145K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,035 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.