| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY | 20 N MARTINGALE ROAD, STE 100 SCHAUMBURG, IL 60173 | UNIVERSITY HEALTH ALLIANCE | $57K | $0 | $57K | 1.93% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY | PO BOX 350 CONSHOHOCKEN, IL 60173 | HEALTHY ALLIANCE LIFE INSURANCE COMPANY | $5K | $0 | $5K | 0.47% |
| ASSURANCE AGENCY LTD3 | 20 N. MARTINGALE RD., STE. 100 SCHAUMBURG, IL 60173 | HEALTHY ALLIANCE LIFE INSURANCE COMPANY | $4K | $0 | $4K | 0.40% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH USA INC | 20 N. MARTINGALE RD., STE. 100 SCHAUMBURG, IL 60173 | KAISER FOUNDATION HEALTH PLAN OF HAWAII | $15K | $0 | $15K | 3.25% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH USA INC. | 20 N. MARTINGALE RD., STE. 100 SCHAUMBURG, IL 60173 | KAISER FOUNDATION HEALTH PLAN OF HAWAII | $10K | $0 | $10K | 4.30% |
| MARSH & MCLENNAN AGENCY LLC3 | 20 N. MARTINGALE RD., STE. 100 SCHAUMBURG, IL 60173 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $27K | $4K | $31K | 17.06% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH USA INC. | 20 N. MARTINGALE RD., STE. 100 SCHAUMBURG, IL 60173 | KAISER FOUNDATION HEALTH PLAN OF HAWAII | $6K | $0 | $6K | 4.21% |
| MARSH & MCLENNAN AGENCY LLC3 | PARK 80 WEST PLAZA 2 SADDLE BROOK, NJ 07663 | AETNA LIFE INSURANCE COMPANY | $4K | $0 | $4K | 3.00% |
| EOI SERVICE COMPANY INC3 | 3100 E MIRALOMA AVE STE 240 ANAHEIM, CA 92806 | RELIASTAR LIFE INSURANCE COMPANY | $8K | $0 | $8K | 8.65% |
| ASSURANCE AGENCY LTD3 | 1750 EAST GULF ROAD SCHAUMBURG, IL 60173 | RELIASTAR LIFE INSURANCE COMPANY | $2K | $0 | $2K | 2.75% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY | PARK 80 WEST PLAZA 2 SADDLE BROOK, NJ 07663 | AETNA LIFE INSURANCE COMPANY | $2K | $0 | $2K | 2.29% |
| MARSH & MCLENNAN AGENCY LLC3 | 20 N. MARTINGALE RD., STE. 100 SCHAUMBURG, IL 60173 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $12K | $2K | $14K | 18.01% |
| MARSH & MCLENNAN AGENCY LLC3 | 20 N. MARTINGALE RD., STE. 100 SCHAUMBURG, IL 60173 | VISION SERVICE PLAN | $186 | $0 | $186 | 3.29% |
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 | 936 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 940 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(6 contracts, 4 carriers) | UNIVERSITY HEALTH ALLIANCE | 388 | $5.0M |
| Dental(3 contracts, 3 carriers) | UNIVERSITY HEALTH ALLIANCE | 388 | $4.2M |
| Vision(3 contracts, 3 carriers) | UNIVERSITY HEALTH ALLIANCE | 291 | $4.1M |
| Life insurance(3 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 1,232 | $267K |
| Short-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 1,232 | $77K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 1,232 | $77K |
| Prescription drug | UNIVERSITY HEALTH ALLIANCE | 291 | $3.0M |
| Other(4 contracts, 3 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 1,232 | $355K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,232 | — |
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.