| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HOWARD LAMPLUGH3 | 230 E. BISHOP HOLLOW ROAD MEDIA, PA 19063 | UNITED AMERICAN INSURANCE COMPANY | $63K | — | $63K | 7.50% |
| CONNER STRONG & BUCKELEW3 | TRIAD1828 CENTRE 2 COOPER STREET, P.O. BOX 99106 CAMDEN, NJ 08101 | AETNA LIFE INSURANCE CO. | $16K | $6K | $22K | 4.39% |
| HOWARD LAMPLUGH3 | 230 E. BISHOP HOLLOW ROAD MEDIA, PA 19063 | HORIZON BLUE CROSS OF NEW JERSEY | $7K | — | $7K | 1.75% |
| CONNER STRONG & BUCKELEW3 | TRIAD1828 CENTRE 2 COOPER STREET, P.O. BOX 99106 CAMDEN, NJ 08101 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $31K | — | $31K | 12.83% |
| CONNER STRONG & BUCKELEW3 | TRIAD1828 CENTRE 2 COOPER STREET, P.O. BOX 99106 CAMDEN, NJ 08101 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $4K | — | $4K | 2.84% |
| CONNER STRONG & BUCKELEW3 | TRIAD1828 CENTRE 2 COOPER STREET, P.O. BOX 99106 CAMDEN, NJ 08101 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $18K | — | $18K | 12.61% |
| CONNER STRONG & BUCKELEW3 | TRIAD1828 CENTRE 2 COOPER STREET, P.O. BOX 99106 CAMDEN, NJ 08101 | VISION SERVICE PLAN | $6K | — | $6K | 7.48% |
| CONNER STRONG & BUCKELEW3 | TRIAD1828 CENTRE 2 COOPER STREET, P.O. BOX 99106 CAMDEN, NJ 08101 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $9K | — | $9K | 15.01% |
| WEX HEALTH, INC.3 Filed as: WEX HEALTH INC. | P.O. BOX 6705 CAROL STREAM, IL 601976705 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $519 | $519 | 0.85% |
| CONNER STRONG & BUCKELEW3 | TRIAD1828 CENTRE 2 COOPER STREET, P.O. BOX 99106 CAMDEN, NJ 08101 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $4K | — | $4K | 7.27% |
| CONNER STRONG & BUCKELEW3 | TRIAD1828 CENTRE 2 COOPER STREET, P.O. BOX 99106 CAMDEN, NJ 08101 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $5K | — | $5K | 15.01% |
| WEX HEALTH, INC.3 Filed as: WEX HEALTH INC. | P.O. BOX 6705 CAROL STREAM, IL 601976705 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $307 | $307 | 0.86% |
| SEAN P. MCGOVERN3 | BALA FINANCIAL GROUP 1040 KINGS HIGHWAY N, SUITE 601 CHERRY HILL, NJ 080341922 | PRINCIPAL LIFE INSURANCE COMPANY | $1K | — | $1K | 6.44% |
| THE BROKERS SOURCE LTD3 | ONE FORESTWOOD DRIVE SUITE 111 PITTSBURGH, PA 152371216 | PRINCIPAL LIFE INSURANCE COMPANY | $181 | — | $181 | 0.89% |
| HOWARD LAMPLUGH3 | 230 E. BISHOP HOLLOW ROAD MEDIA, PA 190631806 | PRINCIPAL LIFE INSURANCE COMPANY | $17 | — | $17 | 0.08% |
| CONNER STRONG & BUCKELEW3 | TRIAD1828 CENTRE 2 COOPER STREET, P.O. BOX 99106 CAMDEN, NJ 08101 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $3K | — | $3K | 12.92% |
| CONNER STRONG & BUCKELEW3 | TRIAD1828 CENTRE 2 COOPER STREET, P.O. BOX 99106 CAMDEN, NJ 08101 | METLIFE LEGAL PLANS | $993 | $184 | $1K | 11.01% |
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 | 979 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 600 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,579 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | UNITED AMERICAN INSURANCE COMPANY | 293 | $905K |
| Dental | AETNA LIFE INSURANCE CO. | 1,687 | $492K |
| Vision | VISION SERVICE PLAN | 570 | $83K |
| Life insurance(2 contracts) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 1,015 | $390K |
| Short-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 38 | $50K |
| Long-term disability(2 contracts, 2 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 641 | $160K |
| Prescription drug | HORIZON BLUE CROSS OF NEW JERSEY | 293 | $391K |
| Other(7 contracts, 3 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 1,200 | $344K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,687 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.