| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 350 CONSHOHOCKEN, PA 19428 | METROPOLITAN LIFE INSURANCE COMPANY | $22K | $5K | $28K | 7.48% |
| PLANSOURCE BENEFITS ADMINISTRATION3 | INC 101 S GARLAND AVE ORLANDO, FL 32801 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $1K | $1K | 0.31% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 350 CONSHOHOCKEN, PA 19428 | METROPOLITAN LIFE INSURANCE COMPANY | $4K | $3K | $8K | 2.67% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 350 CONSHOHOCKEN, PA 19428 | METROPOLITAN LIFE INSURANCE COMPANY | $16K | $5K | $21K | 15.34% |
| PLANSOURCE BENEFITS ADMINISTRATION3 | INC 101 S GARLAND AVE ORLANDO, FL 32801 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $484 | $484 | 0.35% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 350 CONSHOHOCKEN, PA 19428 | METROPOLITAN LIFE INSURANCE COMPANY | $43K | $2K | $45K | 50.92% |
| PLANSOURCE BENEFITS ADMINISTRATION3 | INC 101 S GARLAND AVE ORLANDO, FL 32801 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $309 | $309 | 0.35% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 350 CONSHOHOCKEN, PA 19428 | METROPOLITAN LIFE INSURANCE COMPANY | $9K | $2K | $11K | 17.87% |
| PLANSOURCE BENEFITS ADMINISTRATION3 | INC 101 S GARLAND AVE ORLANDO, FL 32801 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $219 | $219 | 0.34% |
| HMK INSURANCE3 | 54 S COMMERCE WAY SUITE 150 BETHLEHEM, PA 18017 | ACE AMERICAN INSURANCE COMPANY | $9K | $0 | $9K | 20.00% |
| HAROLD C WRIGHT SR3 | 19 COLONNADE WAY SUITE 117 STATE OF COLLEGE, PA 16803 | DELAWARE AMERICAN LIFE INS. COMPANY | $3K | $0 | $3K | 10.97% |
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 | 1,743 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 50 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,793 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(6 contracts, 4 carriers) | BLUE CROSS BLUE SHIELD OF ALABAMA | 721 | $1.3M |
| Dental | DELAWARE AMERICAN LIFE INS. COMPANY | 2 | $31K |
| Vision(3 contracts, 3 carriers) | BLUE CROSS BLUE SHIELD OF ALABAMA | 943 | $1.1M |
| Life insurance(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 1,743 | $403K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 1,262 | $287K |
| Prescription drug(3 contracts, 3 carriers) | BLUE CROSS BLUE SHIELD OF ALABAMA | 70 | $1.0M |
| Stop-loss / reinsurancereinsurance | AETNA LIFE INSURANCE COMPANY | 1,134 | $2.0M |
| Other(6 contracts, 3 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 1,743 | $742K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,743 | — |
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.