| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MCCONKEY BENEFITS & FINANCIAL SERV3 Filed as: MCCONKEY BENEFITS & FINANCIAL SVCS | 2555 KINGSTON RD STE 100 YORK, PA 17402 | STANDARD INSURANCE COMPANY | $4K | $0 | $4K | 4.05% |
| MCCONKEY BENEFITS & FINANCIAL SERV3 Filed as: MCCONKEY BENEFITS & FINANCIAL SVCS | 2555 KINGSTON RD STE 100 YORK, PA 17402 | STANDARD INSURANCE COMPANY | $3K | $0 | $3K | 5.57% |
| MCCONKEY BENEFITS & FINANCIAL SERV3 Filed as: MCCONKEY BENEFITS & FINANCIAL SVCS | 2555 KINGSTON RD STE 100 YORK, PA 17402 | STANDARD INSURANCE COMPANY | $4K | $0 | $4K | 8.55% |
| BENECHOICE ENROLLMENT SOLUTIONS & T3 | 1574 LITITZ PIKE LANCASTER, PA 17601 | UNUM LIFE INSURANCE COMPANY | $1K | $0 | $1K | 3.55% |
| MCCONKEY BENEFITS & FINANCIAL SERV3 Filed as: MCCONKEY BENEFITS FINANCIAL SERVICE | 2555 KINGSTON RD STE 100 YORK, PA 17402 | UNUM LIFE INSURANCE COMPANY | $678 | $0 | $678 | 2.40% |
| TOMPKINS INSURANCE AGENCIES3 Filed as: TOMPKINS INSURANCE AGENCIES, INC. | 90 MAIN ST BATAVIA, NY 14020 | UNUM LIFE INSURANCE COMPANY | $34 | $0 | $34 | 0.12% |
| NATIONAL ENROLLMENT PARTNERS LLC3 | 2000 CHAPEL VIEW BLVD STE 240 CRANSTON, RI 02920 | UNUM LIFE INSURANCE COMPANY | $0 | $14 | $14 | 0.05% |
| BENECHOICE ENROLLMENT SOLUTIONS & T3 | 1574 LITITZ PIKE LANCASTER, PA 07601 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $264 | $0 | $264 | 3.14% |
| MCCONKEY BENEFITS & FINANCIAL SERV3 Filed as: MCCONKEY BENEFITS FINANCIAL SERVICE | 2555 KINGSTON RD STE 100 YORK, PA 17402 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $176 | $0 | $176 | 2.09% |
| TOMPKINS INSURANCE AGENCIES3 Filed as: TOMPKINS INSURANCE AGENCIES INC | 90 MAIN ST BATAVIA, NY 04020 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $163 | $0 | $163 | 1.94% |
| NATIONAL ENROLLMENT PARTNERS LLC3 Filed as: NATIONAL ENROLLMENT PARTNERS, LLC | 2000 CHAPEL VIEW BLVD STE 240 CRANSTON, RI 02920 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $0 | $11 | $11 | 0.13% |
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 | 167 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 167 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL OF PENNSYLVANIA | 263 | $64K |
| Life insurance(2 contracts, 2 carriers) | STANDARD INSURANCE COMPANY | 224 | $61K |
| Short-term disability | STANDARD INSURANCE COMPANY | 335 | $91K |
| Long-term disability | STANDARD INSURANCE COMPANY | 293 | $51K |
| Other | UNUM LIFE INSURANCE COMPANY | 110 | $28K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 335 | — |
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.