| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| SAVOY ASSOCIATES3 Filed as: DONALD C SAVOY ASSOCIATES | 25B HANOVER ROAD SUITE 220 FLORHAM PARK, NJ 07932 | INDEPENDENCE BLUE CROSS ADMINISTRATORS | $24K | — | $24K | 1.41% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 100 W MATSONFORD RD RADNOR, PA 190874558 | METROPOLITAN LIFE INSURANCE COMOPANY | $14K | $67 | $14K | 8.86% |
| GALLAGHER BENEFIT SERVICES, INC.3 | PO BOX 95287 CHICAGO, IL 606945287 | METROPOLITAN LIFE INSURANCE COMOPANY | — | — | $0 | 0.00% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 100 W MATSONFORD RD RADNOR, PA 190874558 | GERBER LIFE INSURANCE COMPANY | $16K | — | $16K | 10.00% |
| BETHANY L ANDERSON3 | PO BOX 3562 ALLENTOWN, PA 18106 | AFLAC | $372 | $43 | $415 | 1.45% |
| QUENTIN C KENT3 | PO BOX 3562 ALLENTOWN, PA 18106 | AFLAC | $364 | — | $364 | 1.27% |
| KEVIN W KREPINEVICH3 | 4091 E TEXAS RD ALLENTOWN, PA 18103 | AFLAC | $343 | — | $343 | 1.20% |
| GAIL WALLACE3 | 5846 TAR RIVER COVE DR ROCKY MOUNT, NC 27803 | AFLAC | $321 | — | $321 | 1.12% |
| ANDREW CASPERSON3 | 325 W HURON ST, STE 215 CHICAGO, IL 60654 | AFLAC | $293 | $26 | $319 | 1.11% |
| DENTON E QUICK3 | 2202 WELLINGTON BLVD WYOMISSING, PA 19610 | AFLAC | $220 | — | $220 | 0.77% |
| JULIE-ANN KLEIN3 | 325 W HURON ST, STE 215 CHICAGO, IL 60654 | AFLAC | $149 | $54 | $203 | 0.71% |
| JEFFREY L GODWIN3 | 132 N ENGLEWOOD DR ROCKY MOUNT, NC 27804 | AFLAC | $189 | — | $189 | 0.66% |
| JOSEPH B MCGINTY JR3 | 2202 CROSS CREEK RD MACUNGIE, PA 18062 | AFLAC | $116 | $10 | $126 | 0.44% |
| JOYCE A ELLIOTT3 | 36814 TEAL ROAD MILLSBORO, DE 19966 | AFLAC | $114 | — | $114 | 0.40% |
| EDWARD F MROWKA JR3 | 5106 TIMBER LANE SCHNECKSVILLE, PA 18078 | AFLAC | $108 | — | $108 | 0.38% |
| JACQUELINE EBERZ3 | 98 LAMP POST RD NEW BRITIAN, PA 18901 | AFLAC | $99 | — | $99 | 0.35% |
| FINANCIAL PRODUCTS AND SERVICE3 Filed as: FINANCIAL PRODUCTS, INC. | 2221 LEHIGH PKWY N ALLENTOWN, PA 18103 | AFLAC | $89 | — | $89 | 0.31% |
| JUSTIN P ABRAHAM3 Filed as: JUSTIN ABRAHAM | 3841 HIGHPOINT DR ALLENTOWN, PA 18103 | AFLAC | $69 | $6 | $75 | 0.26% |
| WENDY M BOONE3 | 20990 CALAMITY GULCH LN LEAD, SD 57754 | AFLAC | $71 | $3 | $74 | 0.26% |
| MASON C LEE3 | 2507 NASH ST NW WILSON, NC 27896 | AFLAC | $55 | — | $55 | 0.19% |
| JAMES ELDER BROOKS3 | 19 NORFOLK LN LEBANON, PA 17042 | AFLAC | $54 | — | $54 | 0.19% |
| JOHN B LACARIA3 | 102 JENNIFER LN BRIDGEPORT, WV 26330 | AFLAC | $51 | — | $51 | 0.18% |
| ROBERT R FRIEDMAN3 | 8163 LARK ST FOGELSVILLE, PA 18051 | AFLAC | $44 | — | $44 | 0.15% |
| MATTHEW G BERGER3 | 22 SUNNYRIDGE RD PHILADELPHIA, PA 19125 | AFLAC | $34 | — | $34 | 0.12% |
| ERICK J HJEMBO3 | 241 SUGARBERRY LN LANGHORNE, PA 19047 | AFLAC | $31 | — | $31 | 0.11% |
| JOHN T CAPOZZI3 | 242 WICKERBERRY DR MIDDLETOWN, DE 19709 | AFLAC | $30 | — | $30 | 0.10% |
| JEFFREY C GRIM3 | 4700 DUNHAM DR READING, PA 19606 | AFLAC | $28 | — | $28 | 0.10% |
| LARRY A WESTON JR3 | 321 WINDSOR RD GREENVILLE, NC 27858 | AFLAC | $28 | — | $28 | 0.10% |
| MAUREEN SUSAN FRIEDMAN3 | 8163 LARK ST FOGELSVILLE, PA 18051 | AFLAC | $25 | — | $25 | 0.09% |
| KENNETH L SCHNEER3 | 2937 W PENNSYLVANIA ST. ALLENTOWN, PA 18104 | AFLAC | $23 | — | $23 | 0.08% |
| STEPHEN D BISSELL3 | 5465 AMANDA DR LAURYS STATION, PA 18059 | AFLAC | $23 | — | $23 | 0.08% |
| GARY J BRENNAN II3 | 4 S 2ND ST, STE 312 POTTSVILLE, PA 17901 | AFLAC | $23 | — | $23 | 0.08% |
| GORDON K VANN3 | 2156 WESLEY LN GREENVILLE, NC 27858 | AFLAC | $18 | — | $18 | 0.06% |
| GABOR JOZSEF SZOKOLYAI3 | 175 W KING ST MALVERN, PA 19355 | AFLAC | $17 | — | $17 | 0.06% |
| DANIEL R JUDY3 | 231 WALTERS MILL RD SOMERSET, PA 15501 | AFLAC | $14 | — | $14 | 0.05% |
| KIMMON R GUSEMAN3 | 47 E FAYETTE ST UNIT 259 UNIONTOWN, PA 15401 | AFLAC | $14 | — | $14 | 0.05% |
| DEANNE L MILLER3 Filed as: DEANNE LYNN HARMON | 1208 WELBORN RD WILMINGTON, NC 28409 | AFLAC | $13 | — | $13 | 0.05% |
| IRENE E BROOKS3 | 19 NORFOLK LN LEBANON, PA 17042 | AFLAC | $11 | — | $11 | 0.04% |
| ROCKWELL & ASSOCIATES3 Filed as: ROCKWELL & ASSOCIATES LTD | 325 W HURON ST, STE 215 CHICAGO, IL 60654 | AFLAC | $8 | $3 | $11 | 0.04% |
| DARREN D RIDDLE3 | 7850 AVONDALE TER HARRISBURG, PA 17112 | AFLAC | $8 | — | $8 | 0.03% |
| ERIC R MACDOUGALL3 | 5904 MARGARETS WAY NEW HOPE, PA 18938 | AFLAC | $8 | — | $8 | 0.03% |
| DIANNE L MARTIN3 | 2230 CAROLINE LN HARRISBURG, PA 17110 | AFLAC | $6 | — | $6 | 0.02% |
| RYAN K GOLDBERG3 | 103 CHURCH ST #3 PHILADELPHIA, PA 19106 | AFLAC | $6 | — | $6 | 0.02% |
| GAYLE R. DEMASS3 | 3671 S 550 E LA PORTE, IN 46350 | AFLAC | $4 | — | $4 | 0.01% |
| ANGELA MASSARELLI3 | 30 WATERFRONT WAY HAMMONTON, NJ 08037 | AFLAC | $4 | — | $4 | 0.01% |
| CHRISTOPHER A LUPP3 | 5010 E TRINDLE RD STE 201 MECHANICSBURG, PA 17050 | AFLAC | $3 | — | $3 | 0.01% |
| LAUREN E SKINNER3 | 1024 MOCKINGBIRD DR RALEIGH, NC 27615 | AFLAC | $3 | — | $3 | 0.01% |
| JILL R LAMBERT3 Filed as: JILL W DENTON | 3500 WESTGATE DR, STE 602 DURHAM, NC 27707 | AFLAC | $3 | — | $3 | 0.01% |
| JERAD C CROOKS3 | 540 S MAIN ST BOURBON, IN 46504 | AFLAC | $2 | — | $2 | 0.01% |
| MARTIN E BYSTROM3 | 253 MINORCA BEACH WAY, APT 305 NEW SMYRNA BEACH, FL 32169 | AFLAC | $2 | — | $2 | 0.01% |
| DAVID R KREMER3 | 20330 CHATHAM HILLS BLVD WESTFIELD, IN 46074 | AFLAC | $1 | — | $1 | 0.00% |
| LARA K GRANDE3 | 117 MORNING MIST LN FRANKLIN, TN 37064 | AFLAC | $1 | — | $1 | 0.00% |
| K EARLE ABERNETHY3 | 2902 SHERYL DR KINSTON, NC 28504 | AFLAC | $1 | — | $1 | 0.00% |
| NAVILLE & ASSOCIATES3 | 5511 MOSER KNOB RD FLOYDS KNOBS, IN 47119 | AFLAC | $0 | — | $0 | 0.00% |
| SEAN R HILDRETH3 | 434 TUCKER RD GRIMESLAND, NC 27837 | AFLAC | $0 | — | $0 | 0.00% |
| MARK A WOJDA3 | 16258 DOGWOOD LN PLYMOUTH, IN 46563 | AFLAC | $0 | — | $0 | 0.00% |
| MATTHEW A COOK3 | 10069 BENT TREE LN FISHERS, IN 46037 | AFLAC | $0 | — | $0 | 0.00% |
| JOHN T CLANCY3 | 4025 PETE DYE BLVD CARMEL, IN 46033 | AFLAC | $0 | — | $0 | 0.00% |
| JASON ARMENTI3 | 25 E SPRING VALLEY AVENUE, STE 260 MAYWOOD, NJ 07607 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $322 | — | $322 | 10.02% |
| JENIFER NEELY3 | P.O. BOX 774134 HARRISBURG, PA 171774134 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $161 | — | $161 | 5.01% |
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 | 339 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 339 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | INDEPENDENCE BLUE CROSS ADMINISTRATORS | 154 | $1.7M |
| Dental | METROPOLITAN LIFE INSURANCE COMOPANY | 339 | $161K |
| Vision | METROPOLITAN LIFE INSURANCE COMOPANY | 339 | $161K |
| Life insurance(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMOPANY | 339 | $316K |
| Short-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 5 | $3K |
| Long-term disability(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMOPANY | 339 | $164K |
| Prescription drug | INDEPENDENCE BLUE CROSS ADMINISTRATORS | 154 | $1.7M |
| Other | METROPOLITAN LIFE INSURANCE COMOPANY | 339 | $161K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 339 | — |
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.