| 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. | $43K | — | $43K | 2.83% |
| CONNER STRONG & BUCKELEW3 | 401 ROUTE 73 NORTH P.O. BOX 989 MARLTON, NJ 08053 | GEISINGER QUALITY OPTIONS, INC. | $795 | $15 | $810 | 1.14% |
| CONNER STRONG & BUCKELEW3 | 401 ROUTE 73 NORTH P.O. BOX 989 MARLTON, NJ 08053 | AFLAC | $7K | — | $7K | 11.71% |
| DARLENE S DILLON3 Filed as: DARLENE DILLON | 293 SHELL ROAD CARNEYS POINT, NE 08069 | AFLAC | $3K | $501 | $3K | 5.14% |
| KAY S WASHINGTON3 Filed as: KAY WASHINGTON | 651 EAST TOWNSHIP LINE ROAD P.O. BOX 762 BLUE BELL, PA 19422 | AFLAC | $2K | $548 | $2K | 3.67% |
| JOSE A SCHIENEMAN3 Filed as: JOSE SCHIENEMAN | 4515 S. MCCLINTOCK DR. SUITE 212 TEMPE, AZ 85282 | AFLAC | $656 | $278 | $934 | 1.57% |
| CAESAR D WILLIAMS JR3 Filed as: CAESAR WILLIAMS JR. | 325 CHESNUT ST 8TH FLOOR PHILADELPHIA, PA 19106 | AFLAC | $733 | $155 | $888 | 1.49% |
| RACHEL MOSLEY3 | 7308 LONGSPUR PL PHILADELPHIA, PA 19153 | AFLAC | $697 | — | $697 | 1.17% |
| BONNIE J BORDEN3 Filed as: BONNIE BORDEN | 55 E END AVE. CARNEYS POINT, NJ 08069 | AFLAC | $681 | — | $681 | 1.14% |
| LYNN A GOULD3 Filed as: LYNN GOULD | 210 LEXINGTON DRIVE LITTLE EGG HARBOR, NJ 08087 | AFLAC | $347 | $151 | $498 | 0.84% |
| STEPHANIE J RITTNER3 Filed as: STEPHANIE RITTNER | 109 FONTAINE COURT MONROE TOWNSHIP, NJ 08831 | AFLAC | $477 | — | $477 | 0.80% |
| AIXZA APONTE3 | P.O. BOX 316 CHERRY HILL, NJ 08003 | AFLAC | $377 | — | $377 | 0.63% |
| ANNA REIS3 | 616 AMBERLEY DR. BLUE BELL, PA 19422 | AFLAC | $191 | $113 | $304 | 0.51% |
| DARCY SCHLABACH3 | 2828 NW 57TH STREET SUITE 201 OKLAHOMA CITY, OK 73112 | AFLAC | $262 | $25 | $287 | 0.48% |
| LANAE BROOKS3 | 16210 HINKLE AVE. BELTON, MO 64012 | AFLAC | $118 | $53 | $171 | 0.29% |
| JOSEPH B MCGINTY JR3 Filed as: JOSEPH MCGINTY JR. | 1150 GLENLIVET DR. SUITE A13 ALLENTOWN, PA 18106 | AFLAC | $83 | $26 | $109 | 0.18% |
| MARK STARR3 | 138 RACE STREET SUNBURY, PA 17801 | AFLAC | $70 | $31 | $101 | 0.17% |
| ADDISON R STEWART3 Filed as: ADDISON STEWART | 3501 FRENCH PARK DRIVE SUITE E EDMOND, OK 73034 | AFLAC | $69 | $5 | $74 | 0.12% |
| TRACY ANDERSEN INSURANCE LLC3 | 12592 MOJAVE DRIVE FISHERS, IN 46037 | AFLAC | $42 | $19 | $61 | 0.10% |
| RICKER ENTERPRISES LLC3 | 105 NORTH ORANGE STREET BUTLER, MO 64730 | AFLAC | $42 | $11 | $53 | 0.09% |
| DIANE VOGEL3 | 9613 C HARFORD RD. 161 BALTIMORE, MD 21234 | AFLAC | $42 | — | $42 | 0.07% |
| VINCENT MORELLI3 | 746 5TH STREET LYNDHURST, NJ 07071 | AFLAC | $40 | — | $40 | 0.07% |
| BOBBY STEWART3 | 3501 FRENCH PARK DRIVE SUITE E EDMOND, OK 73034 | AFLAC | $26 | $5 | $31 | 0.05% |
| BRIAN MILLS3 | 1402 WEST LUCY WEBB ROAD RAYMORE, MO 64083 | AFLAC | $16 | $11 | $27 | 0.05% |
| JOHN H DILLON3 Filed as: JOHN DILLON | 69 EAST END AVE. CARNEYS POINT, NJ 08069 | AFLAC | $27 | — | $27 | 0.05% |
| JEFFREY CHUBB3 | 520 WEST 4TH STREET SUITE 1-A WILLIAMSPORT, PA 17701 | AFLAC | $16 | $10 | $26 | 0.04% |
| ASSUREDPARTNERS3 Filed as: JENNIFER MITCHEN | 8344 THACKERY COURT INDIANAPOLIS, IN 46256 | AFLAC | $15 | $4 | $19 | 0.03% |
| BRYAN FISH3 | 4050 CANDLE LIGHT DR. DAYTON, MD 21036 | AFLAC | $16 | — | $16 | 0.03% |
| BRIANNA LYNN ROWE3 Filed as: BRIANNA ROWE | 3386 CHALICE COURT PLAINFIELD, IN 46168 | AFLAC | $6 | $4 | $10 | 0.02% |
| DAVID MORNINGSTAR3 | 11285 DOVEDALE CT. 2ND FLOOR MARRIOTTSVILLE, MD 21104 | AFLAC | $4 | — | $4 | 0.01% |
| SUSAN MCDANIEL3 | 661 SAINT PAUL ST. APT D BALTIMORE, MD 21202 | AFLAC | $4 | — | $4 | 0.01% |
| JEREMY A FELDMAN3 Filed as: JEREMY FELDMAN | 15324 SWEETBAY ST. WOODBINE, MD 21797 | AFLAC | $2 | — | $2 | 0.00% |
| KELLY LYNN FELDMAN3 Filed as: KELLY FELDMAN | 15324 SWEETBAY ST. WOODBINE, MD 21797 | AFLAC | $1 | — | $1 | 0.00% |
| EDWIN VEGA3 | 134 PINECOVE AVE. ODENTON, MD 21113 | AFLAC | $1 | — | $1 | 0.00% |
| CONNER STRONG & BUCKELEW3 | 401 ROUTE 73 NORTH P.O. BOX 989 MARLTON, NJ 08053 | USABLE LIFE | $4K | — | $4K | 10.00% |
| HORIZON INSURANCE COMPANY3 | 3 PENN PLAZA EAST M2H NEWARK, NJ 07105 | USABLE LIFE | — | $2K | $2K | 5.00% |
| CONNER STRONG & BUCKELEW3 | 401 ROUTE 73 NORTH P.O. BOX 989 MARLTON, NJ 08053 | GEISINGER QUALITY OPTIONS,INC. | $900 | $15 | $915 | 2.14% |
| CONNER STRONG & BUCKELEW3 | 401 ROUTE 73 NORTH P.O. BOX 989 MARLTON, NJ 08053 | VISION SERVICE PLAN | $1K | — | $1K | 4.70% |
| CONNER STRONG & BUCKELEW3 | 401 ROUTE 73 NORTH P.O. BOX 989 MARLTON, NJ 08053 | AFLAC | $510 | — | $510 | 15.82% |
| KAY S WASHINGTON3 Filed as: KAY S. WASHINGTON | 651 EAST TOWNSHIP LINE ROAD P.O. BOX 762 BLUE BELL, PA 19422 | AFLAC | $228 | — | $228 | 7.07% |
| RACHEL MOSLEY3 | 7308 LONGSPUR PL. PHILADELPHIA, PA 19153 | AFLAC | $199 | — | $199 | 6.17% |
| DARLENE S DILLON3 Filed as: DARLENE S. DILLON | 282 SHELL RD. CARNEYS POINT, NJ 08069 | AFLAC | $126 | — | $126 | 3.91% |
| CAESAR D WILLIAMS JR3 Filed as: CAESAR D. WILLIAMS JR. | 123 SOUTH BROAD STREET SUITE 1640 PHILADELPHIA, PA 19109 | AFLAC | $74 | — | $74 | 2.30% |
| JOSE A SCHIENEMAN3 Filed as: JOSE SCHIENEMAN | 4515 MCCLINTOCK DR. SUITE 212 TEMPE, AZ 85282 | AFLAC | $52 | — | $52 | 1.61% |
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 | 257 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 259 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(5 contracts, 3 carriers) | HORIZON HEALTHCARE SERVICES, INC. | 180 | $1.7M |
| Dental | HORIZON HEALTHCARE SERVICES, INC. | 180 | $1.5M |
| Vision | VISION SERVICE PLAN | 205 | $30K |
| Life insurance | USABLE LIFE | 249 | $44K |
| Short-term disability(3 contracts, 2 carriers) | AFLAC | 249 | $106K |
| Long-term disability | USABLE LIFE | 249 | $44K |
| Prescription drug(3 contracts, 2 carriers) | BENECARD SERVICES, LLC | 172 | $334K |
| Other(3 contracts, 2 carriers) | AFLAC | 249 | $106K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 249 | — |
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.