| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| POWER-KUNKLE GROUP INC3 Filed as: POWER KUNKLE GROUP INC | PO BOX 6243 999 BERKSHIRE BOULEVARD SUITE 160 WYOMISSING, PA 19610 | SUN LIFE ASSURANCE COMPANY OF CANADA | $2K | $0 | $2K | 6.00% |
| POWER-KUNKLE GROUP INC3 | 999 BERKSHIRE BLVD STE 160 WYOMISSING, PA 19610 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $1K | $3K | 14.43% |
| PATRIOT GROWTH INSURANCE SERVICES3 Filed as: PATRIOT GROWTH INSURANCE SERVICES L | 501 OFFICE CENTER DR STE 215 FT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $194 | $434 | $628 | 2.79% |
| POWER-KUNKLE GROUP INC3 | 999 BERKSHIRE BLVD STE 160 WYOMISSING, PA 19610 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $1K | $4K | 19.00% |
| PATRIOT GROWTH INSURANCE SERVICES3 Filed as: PATRIOT GROWTH INSURANCE SERVICES L | 501 OFFICE CENTER DR STE 215 FT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $293 | $431 | $724 | 3.25% |
| POWER-KUNKLE GROUP INC3 | 999 BERKSHIRE BLVD STE 160 WYOMISSING, PA 19610 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $869 | $554 | $1K | 14.96% |
| PATRIOT GROWTH INSURANCE SERVICES3 Filed as: PATRIOT GROWTH INSURANCE SERVICES L | 501 OFFICE CENTER DR STE 215 FT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $82 | $202 | $284 | 2.99% |
| POWER-KUNKLE GROUP INC3 | PO BOX 6243 999 BERKSHIRE BOULEVARD SUITE 160 WYOMISSING, PA 19610 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $205 | $136 | $341 | 15.38% |
| PATRIOT GROWTH INSURANCE SERVICES3 Filed as: PATRIOT GROWTH INSURANCE SERVICES L | 501 OFFICE CENTER DR STE 215 FT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $16 | $50 | $66 | 2.98% |
| GETTYSBURG BNFTS ADMIN INC3 Filed as: GETTYSBURG BENEFITS ADMIN INC | PO BOX 1060 GETTYSBURG, PA 17325 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $72 | $0 | $72 | 9.33% |
| WAGNER-GREENE AGENCY LLC3 | 2038 PENN AVE WEST LAWN, PA 19609 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $30 | $0 | $30 | 3.89% |
| GETTYSBURG BNFTS ADMIN INC3 Filed as: GETTYSBURG BENEFITS ADMIN INC | PO BOX 1060 GETTYSBURG, PA 17325 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $12 | $0 | $12 | 6.42% |
| WAGNER-GREENE AGENCY LLC3 | 2038 PENN AVE WEST LAWN, PA 19609 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $5 | $0 | $5 | 2.67% |
| POWER-KUNKLE GROUP INC3 Filed as: POWER KUNKLE GROUP, INC. | 999 BERKSHIRE BLVD SUITE 160 PO BOX 6243 WYOMISSING, PA 19610 | CAPITAL ADVANTAGE ASSURANCE COMPANY | $0 | $0 | $0 | — |
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 | 150 | 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) | 150 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | SUN LIFE ASSURANCE COMPANY OF CANADA | 98 | $36K |
| Vision | CAPITAL ADVANTAGE ASSURANCE COMPANY | 0 | $0 |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 150 | $10K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 9 | $2K |
| Other(5 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 150 | $55K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 150 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.