| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MCCONKEY BENEFITS & FINANCIAL SERV3 Filed as: MCCONKEY BENEFITS AND FINL SVCS | 2555 KINGSTON RD STE 100 YORK, PA 17402 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $23K | $2K | $25K | 3.69% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF PENNSYLVANIA INC | 100 MATSONFORD ROAD BUILDING 5, SUITE 200 RADNOR, PA 19087 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $19K | $5K | $24K | 3.65% |
| MCCONKEY BENEFITS & FINANCIAL SERV3 Filed as: MCCONKEY BENEFITS AND FINANCIAL SVC | 2555 KINGSTON ROAD SUITE 100 YORK, PA 17402 | VISION SERVICE PLAN | $1K | — | $1K | 1.22% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF PENNSYLVANIA, INC. | PO BOX 32090 NEW YORK, NY 10087 | VISION SERVICE PLAN | $1K | — | $1K | 0.99% |
| MID ATLANTIC BENEFITS GROUP LLC3 | 203 MARKET ST STE 201 HAVRE DE GRACE, MD 21078 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $2K | — | $2K | 3.89% |
| MCCONKEY BENEFITS & FINANCIAL SERV3 Filed as: MCCONKEY BENEFITS FNCL SVCS LLC | 2555 KINGSTON RD STE 100 YORK, PA 17402 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $1K | — | $1K | 2.39% |
| ALPHA BENEFITS GROUP INC3 | 450 S GRAVERS RD STE 200 PLYMOUTH MEETING, PA 19462 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $790 | — | $790 | 1.31% |
| WALKER, MICHAEL3 | 203 MARKET ST STE 201 HAVRE DE GRACE, MD 21078 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $742 | — | $742 | 1.23% |
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 | 0 | 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) | 0 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL OF PENNSYLVANIA | 0 | $696K |
| Vision | VISION SERVICE PLAN | 0 | $116K |
| Life insurance(2 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 0 | $728K |
| Short-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 0 | $667K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 0 | $667K |
| Other(2 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 0 | $728K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 0 | — |
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."
Final-filing indicator set. Plan is winding down; don't waste sales effort here.