| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CONNER STRONG & BUCKELEW3 | 401 ROUTE 73 NORTH P.O. BOX 989 MARLTON, NJ 08053 | HORIZON HEALTHCARE SERVICES, INC. | $45K | — | $45K | 2.90% |
| CONNER STRONG & BUCKELEW3 | 401 ROUTE 73 NORTH P.O. BOX 989 MARLTON, NJ 08053 | GEISINGER QUALITY OPTIONS, INC. | $900 | $15 | $915 | 1.29% |
| CONNER STRONG & BUCKELEW3 | 401 ROUTE 73 NORTH P.O. BOX 989 MARLTON, NJ 08053 | AFLAC | $10K | — | $10K | 21.67% |
| KAY S WASHINGTON3 Filed as: KAY WASHINGTON | 651 EAST TOWNSHIP LINE ROAD P.O. BOX 762 BLUE BELL, PA 19422 | AFLAC | $4K | — | $4K | 9.24% |
| DARLENE S DILLON3 Filed as: DARLENE DILLON | 282 SHELL ROAD CARNEYS POINT, NE 08069 | AFLAC | $4K | — | $4K | 8.00% |
| CAESAR D WILLIAMS JR3 Filed as: CAESAR WILLIAMS JR. | 123 SOUTH BROAD STREET SUITE 1640 PHILADELPHIA, PA 19109 | AFLAC | $2K | — | $2K | 3.37% |
| LYNN A GOULD3 Filed as: LYNN GOULD | 210 LEXINGTON DRIVE LITTLE EGG HARBOR, NE 08087 | AFLAC | $1K | — | $1K | 2.64% |
| AIXZA APONTE3 | P.O. BOX 316 CHERRY HILL, NJ 08003 | AFLAC | $1K | — | $1K | 2.49% |
| JOSE A SCHIENEMAN3 Filed as: JOSE SCHIENEMAN | 1020 NORTH DELAWARE AVENUE SUITE 4 PHILADELPHIA, PA 19125 | AFLAC | $770 | — | $770 | 1.69% |
| ANNA REIS3 | 9 LONGLEAF DRIVE HAMILTON, NE 08690 | AFLAC | $423 | — | $423 | 0.93% |
| LANAE BROOKS3 | 1116 REMINGTON PLZ SUITE A RAYMORE, MO 64083 | AFLAC | $236 | — | $236 | 0.52% |
| DARCY SCHLABACH3 | 2828 NW 57TH STREET SUITE 201 OKLAHOMA CITY, OK 73112 | AFLAC | $226 | — | $226 | 0.50% |
| JOSEPH B MCGINTY JR3 Filed as: JOSEPH MCGINTY JR. | 4949 LIBERTY LANE SUITE 310 ALLENTOWN, PA 18106 | AFLAC | $211 | — | $211 | 0.46% |
| MARK STARR3 | 138 RACE STREET SUNBURY, PA 17801 | AFLAC | $150 | — | $150 | 0.33% |
| TRACY ANDERSEN INSURANCE LLC3 | 12592 MOJAVE DRIVE FISHERS, IN 46037 | AFLAC | $84 | — | $84 | 0.18% |
| RICKER ENTERPRISES LLC3 | 105 NORTH ORANGE STREET BUTLER, MO 64730 | AFLAC | $68 | — | $68 | 0.15% |
| ADDISON R STEWART3 Filed as: ADDISON STEWART | 3501 FRENCH PARK DRIVE SUITE E EDMOND, OK 73034 | AFLAC | $65 | — | $65 | 0.14% |
| ASSUREDPARTNERS3 Filed as: JENNIFER MITCHEN | 8344 THACKERY COURT INDIANAPOLIS, IN 46256 | AFLAC | $24 | — | $24 | 0.05% |
| JEFFREY CHUBB3 | 520 WEST 4TH STREET SUITE 1-A WILLIAMSPORT, PA 17701 | AFLAC | $23 | — | $23 | 0.05% |
| BRIAN MILLS3 | 1402 WEST LUCY WEBB ROAD RAYMORE, MO 64083 | AFLAC | $19 | — | $19 | 0.04% |
| BOBBY STEWART3 | 3501 FRENCH PARK DRIVE SUITE E EDMOND, OK 73034 | AFLAC | $19 | — | $19 | 0.04% |
| STEPHANIE J RITTNER3 Filed as: STEPHANIE RITTNER | 109 FONTAINE COURT MONROE TOWNSHIP, NJ 08831 | AFLAC | $10 | — | $10 | 0.02% |
| BRIANNA LYNN ROWE3 Filed as: BRIANNA ROWE | 3386 CHALICE COURT PLAINFIELD, IN 46168 | AFLAC | $7 | — | $7 | 0.02% |
| VINCENT MORELLI3 | 746 5TH STREET LYNDHURST, NE 07071 | AFLAC | $3 | — | $3 | 0.01% |
| DYLAN FRANCIS MONTEFORTE3 Filed as: DYLAN MONTEFORTE | 10 AMANDA LANE HOWELL, NJ 07731 | AFLAC | $1 | — | $1 | 0.00% |
| CONNER STRONG & BUCKELEW3 | 401 ROUTE 73 NORTH P.O. BOX 989 MARLTON, NJ 08053 | GEISINGER QUALITY OPTIONS,INC. | $825 | $15 | $840 | 2.46% |
| CONNER STRONG & BUCKELEW3 | 401 ROUTE 73 NORTH P.O. BOX 989 MARLTON, NJ 08053 | USABLE LIFE | $2K | — | $2K | 10.00% |
| HORIZON INSURANCE COMPANY3 | 3 PENN PLAZA EAST M2H NEWARK, NJ 07105 | USABLE LIFE | — | $795 | $795 | 5.00% |
| CONNER STRONG & BUCKELEW3 | 401 ROUTE 73 NORTH P.O. BOX 989 MARLTON, NJ 08053 | VISION SERVICE PLAN | $735 | — | $735 | 7.57% |
| CONNER STRONG & BUCKELEW3 | 401 ROUTE 73 NORTH P.O. BOX 989 MARLTON, NJ 08053 | GEISINGER QUALITY OPTIONS, INC. | $90 | $15 | $105 | 1.95% |
| KAY S WASHINGTON3 Filed as: KAY WASHINGTON | 651 EAST TOWNSHIP LINE ROAD P.O. BOX 762 BLUE BELL, PA 19422 | AFLAC | $672 | — | $672 | 23.27% |
| CONNER STRONG & BUCKELEW3 | 401 ROUTE 73 NORTH P.O. BOX 989 MARLTON, NJ 08053 | AFLAC | $647 | — | $647 | 22.40% |
| CAESAR D WILLIAMS JR3 Filed as: CAESAR WILLIAMS JR. | 123 SOUTH BROAD STREET SUITE 1640 PHILADELPHIA, PA 19109 | AFLAC | $193 | — | $193 | 6.68% |
| JOSE A SCHIENEMAN3 Filed as: JOSE SCHIENEMAN | 1020 NORTH DELAWARE AVENUE SUITE 4 PHILADELPHIA, PA 19125 | AFLAC | $56 | — | $56 | 1.94% |
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 | 158 | 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) | 158 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 2 carriers) | HORIZON HEALTHCARE SERVICES, INC. | 161 | $1.7M |
| Dental | HORIZON HEALTHCARE SERVICES, INC. | 161 | $1.6M |
| Vision | VISION SERVICE PLAN | 181 | $10K |
| Life insurance | USABLE LIFE | 233 | $16K |
| Short-term disability(3 contracts, 2 carriers) | AFLAC | 233 | $64K |
| Long-term disability | USABLE LIFE | 233 | $16K |
| Prescription drug(4 contracts, 2 carriers) | BENECARD SERVICES, LLC | 165 | $182K |
| Other(3 contracts, 2 carriers) | AFLAC | 233 | $64K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 233 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.