| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MATHER & STROHL ADMIN SVC INC3 Filed as: MATHER & STOHL ADMINISTRATIVE SERVI | 501 FAIRMOUNT AVE #400 TOWSON, MD 21286 | UNITED CONCORDIA INSURANCE COMPANY | $3K | $3K | $6K | 10.47% |
| MCCONKEY BENEFITS & FINANCIAL SERV3 Filed as: MCCONKEY BENEFITS & FIN SVCS LLC | 2555 KINGSTON RD STE 100 YORK, PA 17402 | UNITED CONCORDIA INSURANCE COMPANY | $0 | $946 | $946 | 1.66% |
| MCCONKEY BENEFITS & FINANCIAL SERV3 Filed as: MCCONKEY BENEFITS & FIN SVCS LLC | 2555 KINGSTON RD STE 100 YORK, PA 17402 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $7K | $1K | $9K | 17.96% |
| BENEFITMALL3 Filed as: BENEFITMALL, INC | 12404 PARK CENTRAL DR STE 4005 DALLAS, TX 75251 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $599 | $2K | $2K | 5.00% |
| MCCONKEY BENEFITS & FINANCIAL SERV3 Filed as: MCCONKEY BENEFITS & FIN SVCS LLC | 2555 KINGSTON RD STE 100 YORK, PA 17402 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $4K | $766 | $5K | 17.83% |
| BENEFITMALL3 Filed as: BENEFITMALL, INC | 12404 PARK CENTRAL DR STE 4005 DALLAS, TX 75251 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $323 | $1K | $1K | 5.00% |
| MCCONKEY BENEFITS & FINANCIAL SERV3 Filed as: MCCONKEY BENEFITS & FIN SVCS LLC | 2555 KINGSTON RD STE 100 YORK, PA 17402 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2K | $526 | $2K | 13.09% |
| BENEFITMALL3 Filed as: BENEFITMALL, INC | 12404 PARK CENTRAL DR STE 4005 DALLAS, TX 75251 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $190 | $661 | $851 | 5.00% |
| MCCONKEY BENEFITS & FINANCIAL SERV3 Filed as: MCCONKEY BENEFITS & FIN SVCS LLC25 | 2555 KINGSTON RD STE 100 YORK, PA 17402 | VISION BENEFITS OF AMERICA | $301 | $0 | $301 | 2.00% |
| MCCONKEY BENEFITS & FINANCIAL SERV3 Filed as: MCCONKEY BENEFITS & FIN SVCS LLC | 2555 KINGSTON RD STE 100 YORK, PA 17402 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $541 | $0 | $541 | 14.99% |
| BENEFITMALL3 Filed as: BENEFITMALL, INC | 12404 PARK CENTRAL DR STE 4005 DALLAS, TX 75251 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $43 | $138 | $181 | 5.02% |
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 | 197 | 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) | 197 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | UNITED CONCORDIA INSURANCE COMPANY | 188 | $57K |
| Vision | VISION BENEFITS OF AMERICA | 165 | $15K |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 0 | $49K |
| Short-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 0 | $17K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 0 | $27K |
| Other(2 contracts) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 0 | $52K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 188 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.