| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE MEGRO CORPORATION3 | ONE WEST FIRST AVENUE, SUITE 305 CONSHOHOCKEN, PA 19428 | GEISINGER HEALTH PLAN | $22K | — | $22K | 3.00% |
| THE MEGRO CORPORATION3 | ONE WEST FIRST AVENUE, SUITE 305 CONSHOHOCKEN, PA 19428 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $7K | — | $7K | 8.64% |
| THE MEGRO CORPORATION3 | ONE WEST FIRST AVENUE, SUITE 305 CONSHOHOCKEN, PA 19428 | GEISINGER QUALITY OPTIONS, INC. | $1K | — | $1K | 3.00% |
| THE MEGRO CORPORATION3 | ONE WEST FIRST AVENUE, SUITE 305 CONSHOHOCKEN, PA 19428 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $831 | — | $831 | 5.57% |
| TOMPKINS INSURANCE AGENCIES3 Filed as: TOMPKINS INSURANCE AGENCIES, INC. | 207 NORTH ABERDEEN AVENUE WAYNE, PA 19087 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $500 | — | $500 | 3.35% |
| DANIELLE M MCCLAIN3 | 142 BROOKFIELD COURT DOWNINGTOWN, PA 19335 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $411 | — | $411 | 2.76% |
| GARY D DAVIS3 | 1 ARCTURUS DRIVE SEWELL, NJ 08080 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $57 | — | $57 | 0.38% |
| KERRY THERESA CONNOR3 | 207 NORTH ABERDEEN AVENUE WAYNE, PA 19087 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $27 | — | $27 | 0.18% |
| PETER TURSI3 | 3337 E ORVILLA ROAD HATFIELD, PA 19440 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | — | $1 | $1 | 0.01% |
| MARK J WEISHAAR3 Filed as: MARK WEISHAAR | 12 ANTHONY DRIVE MALVERN, PA 19355 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | — | $1 | $1 | 0.01% |
| THE MEGRO CORPORATION3 | ONE WEST FIRST AVENUE, SUITE 305 CONSHOHOCKEN, PA 19428 | THE UNION LABOR LIFE INSURANCE COMPANY | $848 | — | $848 | 7.81% |
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 | 147 | 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) | 147 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | GEISINGER HEALTH PLAN | 181 | $802K |
| Dental | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 116 | $77K |
| Vision | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 116 | $77K |
| Life insurance(2 contracts, 2 carriers) | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 154 | $88K |
| Other | THE UNION LABOR LIFE INSURANCE COMPANY | 154 | $11K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 181 | — |
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.