| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HAROLD C WRIGHT SR3 Filed as: HAROLD WRIGHT JR | 618 SHOEMAKER ROAD KING OF PRUSSIA, PA 194063520 | METROPOLITAN LIFE INSURANCE COMPANY | $4K | — | $4K | 1.58% |
| HAROLD C WRIGHT SR3 Filed as: HAROLD WRIGHT JR | 618 SHOEMAKER ROAD KING OF PRUSSIA, PA 194063520 | METROPOLITAN LIFE INSURANCE COMPANY | $10K | — | $10K | 10.61% |
| TRIESTER ROSSMAN & ASSOC INC3 Filed as: TRIESTER, ROSSMAN, AND ASSOCIATES | PO BOX 230 WAYNE, PA 19087 | FEDERAL INSURANCE COMPANY | $10K | $392 | $10K | 20.79% |
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 | 1,233 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 33 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,266 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | BLUE CROSS BLUE SHIELD OF ALABAMA | 84 | $1.1M |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 1,258 | $95K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 1,258 | $271K |
| Prescription drug(2 contracts, 2 carriers) | BLUE CROSS BLUE SHIELD OF ALABAMA | 84 | $1.1M |
| Other(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 1,258 | $145K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,258 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.