| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MCCONKEY BENEFITS & FINANCIAL SERV3 Filed as: MCCONKEY BENEFITS AND FINANCIAL SER | 2555 KINGSTON RD STE 100 YORK, PA 17402 | VISION BENEFITS OF AMERICA | — | — | $0 | — |
| MCCONKEY BENEFITS & FINANCIAL SERV3 Filed as: MCCONKEY BENEFITS AND FINANCIAL SER | 2555 KINGSTON RD STE 100 YORK, MD 17402 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $894 | $5K | — |
| BENEFITMALL5 | 501 FAIRMONT AVE STE 400 TOWNSON, MD 21286 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $841 | $841 | — |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GI GEORGE PARENT LP | 501 OFFICE CENTER STE 215 FORT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $397 | $397 | — |
| MCCONKEY BENEFITS & FINANCIAL SERV3 Filed as: MCCONKEY BENEFITS AND FINANCIAL SER | 2555 KINGSTON RD STE 100 YORK, PA 17402 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $795 | $4K | — |
| BENEFITMALL5 | 501 FAIRMONT AVE STE 400 TOWNSON, MD 21286 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $867 | $867 | — |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GI GEORGE PARENT LP | 501 OFFICE CENTER STE 215 FORT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $353 | $353 | — |
| UNITED OF OMAHA LIFE INSURANCE CO5 Filed as: UNITED OF OMAHA LIFE INSURANCE COMP | MUTUAL OF OMAHA PLAZA OMAHA, NE 68175 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $10K | $10K | — |
| MCCONKEY BENEFITS & FINANCIAL SERV3 Filed as: MCCONKEY BENEFITS AND FINANCIAL SER | 2555 KINGSTON RD STE 100 YORK, PA 17402 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $82 | $386 | $468 | — |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GI GEORGE PARENT LP | 501 OFFICE CENTER STE 215 FORT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $172 | $172 | — |
| BENEFITMALL5 | 501 FAIRMONT AVE STE 400 TOWNSON, MD 21286 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $24 | $24 | — |
| MCCONKEY BENEFITS & FINANCIAL SERV3 Filed as: MCCONKEY BENEFITS AND FINANCIAL SER | 2555 KINGSTON RD STE 100 YORK, PA 17402 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $5K | $2K | $7K | — |
| BENEFITMALL5 | 501 FAIRMONT AVE STE 400 TOWNSON, PA 21286 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $2K | $2K | — |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GI GEORGE PARENT LP | 501 OFFICE CENTER STE 215 FORT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $854 | $854 | — |
| MCCONKEY BENEFITS & FINANCIAL SERV3 Filed as: MCCONKEY BENEFITS AND FINANCIAL SER | 2555 KINGSTON RD STE 100 YORK, PA 17402 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $1K | $4K | — |
| BENEFITMALL5 | 501 FAIRMONT AVE STE 400 TOWNSON, MD 21286 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $812 | $812 | — |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GI GEORGE PARENT LP | 501 OFFICE CENTER STE 215 FORT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $479 | $479 | — |
| MCCONKEY BENEFITS & FINANCIAL SERV3 Filed as: MCCONKEY BENEFITS AND FINANCIAL SER | 2555 KINGSTON RD STE 100 YORK, PA 17402 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $1K | $6K | — |
| BENEFITMALL5 | 501 FAIRMONT AVE STE 400 TOWNSON, PA 21286 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $1K | $1K | — |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GI GEORGE PARENT LP | 501 OFFICE CENTER STE 215 FORT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $642 | $642 | — |
| MCCONKEY BENEFITS & FINANCIAL SERV3 Filed as: MCCONKEY BENEFITS AND FINANCIAL SER | 2555 KINGSTON RD STE 100 YORK, PA 52803 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $2K | $3K | — |
| BENEFITMALL5 | 501 FAIRMONT AVE STE 400 TOWNSON, MD 21286 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $2K | $2K | — |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GI GEORGE PARENT LP | 2555 KINGSTON RD STE 100 YORK, PA 17402 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $1K | $1K | — |
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 | 279 | 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) | 279 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | VISION BENEFITS OF AMERICA | 336 | $0 |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 379 | $0 |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 379 | $0 |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 97 | $0 |
| Other(5 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 379 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 379 | — |
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.