| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| KISTLER TIFFANY BENEFITS3 Filed as: KISTLER TIFFANY BENEFITS GENERAL | AGENCY LLC 400 BERWYN PARK STE 200 BERWYN, PA 19312 | AMERIHEALTH INS. CO. | — | — | $0 | 0.00% |
| KISTLER TIFFANY BENEFITS3 Filed as: KISTLER TIFFANY BENEFITS GENERAL | AGENCY LLC 400 BERWYN PARK SUITE 200 BERWYN, PA 19312 | AMERIHEALTH HMO, INC. | — | — | $0 | 0.00% |
| ADVANCED BENEFIT CONCEPTS OF CHERRY3 Filed as: ADVANCED BENEFIT CONCEPTS | OF CHERRY HILL 700 E GATE DR STE 115 MOUNT LAUREL, NJ 080543803 | PRINCIPAL LIFE INSURANCE COMPANY | $23K | $1K | $25K | 17.97% |
| KISTLER TIFFANY BENEFITS3 Filed as: KISTLER TIFFANY BENEFITS GENERAL | AGENCY LLC 400 BERWYN PARK STE 200 BERWYN, PA 19312 | AMERIHEALTH INS. CO. | — | — | $0 | 0.00% |
| CHOICE FINANCIAL GROUP LLC3 Filed as: CHOICE FINANCIAL - FNBC | 4664 SOUTH BLVD STE 200 B VIRGINIA BEACH, VA 23452 | OPTIMA HEALTH PLAN | $854 | — | $854 | 1.50% |
| SARAH A ROBERTSON3 | 5337 SWEETWATER DR WEST RIVER, MD 20778 | AFLAC | $235 | — | $235 | 2.56% |
| ENROLLEASE3 Filed as: KATZ PIERZ INC | 413 MARLTON PIKE E STE 100 CHERRY HILL, NJ 08034 | AFLAC | $87 | — | $87 | 0.95% |
| JENNIFER L SAUNDERS3 | PO BOX 76 VILLAS, NJ 08251 | AFLAC | $77 | — | $77 | 0.84% |
| DENNIS E LEWIS3 | 5337 SWEETWATER DR WEST RIVER, MD 20778 | AFLAC | $75 | — | $75 | 0.82% |
| JOHN T CAPOZZI3 | 242 WICKERBERRY DR MIDDLETOWN, DE 19709 | AFLAC | $40 | — | $40 | 0.44% |
| DAVID MORNINGSTAR3 | 4281 BUCKSKIN WOOD DR ELLICOTT CITY, MD 21042 | AFLAC | $37 | — | $37 | 0.40% |
| JASON M ROBERTSON3 | 5337 SWEETWATER DR WEST RIVER, MD 20778 | AFLAC | $36 | — | $36 | 0.39% |
| HILARY RADOLEC3 | 165 CROSSBOW LN GAITHERSBURG, MD 20878 | AFLAC | $8 | — | $8 | 0.09% |
| JEREMY A FELDMAN3 | 11337 NEWPORT BAY DR BERLIN, MD 21811 | AFLAC | $8 | — | $8 | 0.09% |
| JENNIFER L SAUNDERS3 | 38 LOCUST RD VILLAS, NJ 08251 | AFLAC | $7 | — | $7 | 0.08% |
| ADVANCED BENEFIT SYSTEM INC3 Filed as: ADVANCED BENEFITS COMMUNICATION | 2 BALA PLZ STE 300 BALA CYNWYD, PA 19004 | AFLAC | $6 | — | $6 | 0.07% |
| ASHLEY SKOURTIS3 | 24 GRAVELLY HILL RD BRIDGETON, NJ 08302 | AFLAC | $5 | — | $5 | 0.05% |
| MATTHEW W EVANS3 | 8370 VETERANS HWY STE 101 MILLERSVILLE, MD 21108 | AFLAC | $5 | — | $5 | 0.05% |
| ASHLEY SKOURTIS3 | 289 E LAKE RD PILESGROVE, NJ 08098 | AFLAC | $4 | — | $4 | 0.04% |
| MATTHEW W EVANS3 | 1344 ASHTON RD STE 200 HANOVER, MD 21076 | AFLAC | $3 | — | $3 | 0.03% |
| ENROLLEASE3 Filed as: KATZ PIERCE INC | 413 MARLTON PIKE E STE 100 CHERRY HILL, NJ 08034 | SUN LIFE ASSURANCE COMPANY OF CANADA | $2K | — | $2K | 19.81% |
| KISTLER TIFFANY BENEFITS3 Filed as: KISTLER TIFFANY BENEFITS GENERAL | AGENCY LLC 400 BERWYN PARK SUITE 200 BERWYN, PA 19312 | AMERIHEALTH INS. CO. | — | — | $0 | 0.00% |
| ENROLLEASE3 Filed as: KATZ PIERCE INC | 413 MARLTON PIKE E STE 100 CHERRY HILL, NJ 08034 | SUN LIFE ASSURANCE COMPANY OF CANADA | $273 | — | $273 | 7.65% |
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 | 161 | 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) | 161 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(5 contracts, 5 carriers) | AMERIHEALTH INS. CO. | 80 | $1.0M |
| Dental(2 contracts, 2 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 221 | $141K |
| Vision(2 contracts, 2 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 221 | $141K |
| Life insurance | PRINCIPAL LIFE INSURANCE COMPANY | 221 | $138K |
| Short-term disability | PRINCIPAL LIFE INSURANCE COMPANY | 221 | $138K |
| Long-term disability(2 contracts, 2 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 221 | $145K |
| Prescription drug | AMERIHEALTH INS. CO. | 80 | $113K |
| Other(4 contracts, 3 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 221 | $158K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 221 | — |
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.