| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MATHER & STROHL ADMIN SVC INC3 Filed as: MATHER & STROHL ADMIN SERVICES | — | DELTA DENTAL | $4K | $0 | $4K | 10.00% |
| MCCONKEY BENEFITS & FINANCIAL SERV3 Filed as: MCCONKEY BENEFITS & FINANCIAL SERVI | 2555 KINGSTON RD STE 100 YORK, PA 17402 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $6K | $152 | $6K | 15.41% |
| BENEFITMALL5 Filed as: BENEFITMALL INC | 501 FAIRMOUNT AVE STE 400 TOWSON, MD 21286 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $1K | $1K | 3.00% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GI GEORGE PARENT LP | 501 OFFICE CENTER DR STE 215 FORT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $810 | $810 | 2.21% |
| MCCONKEY BENEFITS & FINANCIAL SERV3 Filed as: MCCONKEY BENEFITS & FINANCIAL SERVI | 2555 KINGSTON RD STE 100 YORK, PA 17402 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $66 | $2K | 10.40% |
| BENEFITMALL5 Filed as: BENEFITMALL INC | 501 FAIRMOUNT AVE STE 400 TOWSON, MD 21286 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $497 | $497 | 3.00% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GI GEORGE PARENT LP | 501 OFFICE CENTER DR STE 215 FORT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $351 | $351 | 2.12% |
| MCCONKEY BENEFITS & FINANCIAL SERV3 Filed as: MCCONKEY BENEFITS & FINANCIAL SERVI | 2555 KINGSTON RD STE 100 YORK, PA 17402 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $62 | $2K | 15.41% |
| BENEFITMALL5 Filed as: BENEFITMALL INC | 501 FAIRMOUNT AVE STE 400 TOWSON, MD 21286 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $451 | $451 | 2.99% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GI GEORGE PARENT LP | 501 OFFICE CENTER DR STE 215 FORT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $328 | $328 | 2.18% |
| MCCONKEY BENEFITS & FINANCIAL SERV3 Filed as: MCCONKEY BENEFITS & FINANCIAL SERVI | 2555 KINGSTON RD STE 100 YORK, PA 17402 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $999 | $39 | $1K | 10.39% |
| BENEFITMALL5 Filed as: BENEFITMALL INC | 501 FAIRMOUNT AVE STE 400 TOWSON, MD 21286 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $300 | $300 | 3.00% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GI GEORGE PARENT LP | 501 OFFICE CENTER DR STE 215 FORT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $207 | $207 | 2.07% |
| MCCONKEY BENEFITS & FINANCIAL SERV3 | 2555 KINGSTON RD, SUITE 100 YORK, PA 17402 | VISION BENEFITS OF AMERICA | $275 | $0 | $275 | 5.01% |
| MCCONKEY BENEFITS & FINANCIAL SERV3 Filed as: MCCONKEY BENEFITS & FINANCIAL SERVI | 2555 KINGSTON RD STE 100 YORK, PA 17402 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $213 | $8 | $221 | 10.36% |
| BENEFITMALL5 Filed as: BENEFITMALL INC | 501 FAIRMOUNT AVE STE 400 TOWSON, MD 21286 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $64 | $64 | 3.00% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GI GEORGE PARENT LP | 501 OFFICE CENTER DR STE 215 FORT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $44 | $44 | 2.06% |
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 | 100 | 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) | 100 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL | 75 | $43K |
| Vision | VISION BENEFITS OF AMERICA | 82 | $5K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 100 | $2K |
| Other(6 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 100 | $80K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 100 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.