| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP A MARSH & MCLENNAN | AGENCY LLC COMPANY 161 WASHINGTON ST STE 1200 CONSHOHOCKEN, PA 19428 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $172K | $172K | 1.94% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH USA INC TRION GROUP | AN MMC COMPANY P O BOX 350 CONSHOHOCKEN, PA 19428 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $108K | $145K | $253K | 5.22% |
| MARSH & MCLENNAN AGENCY LLC3 | P O BOX 350 CONSHOHOCKEN, PA 194280350 | METROPOLITAN LIFE INSURANCE COMPANY | $45K | $73K | $119K | 2.46% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP, A MARSH & MCLENNAN AGE | 2300 RENAISSANCE BOULEVARD KING OF PRUSSIA, PA 19406 | ZURICH AMERICAN INSURANCE COMPANY | $45K | $68K | $113K | 5.00% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY, LLC | PO BOX 350 CONSHOHOCKEN, PA 19428 | VISION SERVICE PLAN | $29K | $0 | $29K | 2.01% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP, A MARSH & MCLENNAN AGE | 2300 RENAISSANCE BOULEVARD KING OF PRUSSIA, PA 19406 | ZURICH AMERICAN INSURANCE COMPANY | $6K | $8K | $14K | 5.00% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: WORTHAM, MARSH MCLENNAN AGENCY HOU | — | UNITEDHEALTHCARE INSURANCE COMPANY | $6K | — | $6K | 2.28% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP, A MARSH & MCLENNAN AGE | 2300 RENAISSANCE BOULEVARD KING OF PRUSSIA, PA 19406 | ZURICH AMERICAN INSURANCE COMPANY | $15K | $7K | $22K | 9.00% |
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 | 8,814 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4,624 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 13,438 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTHCARE INSURANCE COMPANY | 18 | $259K |
| Dental | UNITEDHEALTHCARE INSURANCE COMPANY | 18 | $259K |
| Vision(2 contracts, 2 carriers) | VISION SERVICE PLAN | 7,020 | $1.7M |
| Life insurance(5 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 16,498 | $16.5M |
| Long-term disability | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 10,544 | $4.8M |
| Other(3 contracts) | ZURICH AMERICAN INSURANCE COMPANY | 10,957 | $2.8M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 16,498 | — |
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.