| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| AMERICAN INSURANCE ADMINISTRATORS3 | 4550 LENA DRIVE MECHANICSBURG, PA 17055 | HEALTHAMERICA OF PENNSYLVANIA, INC. | $71K | — | $71K | 1.41% |
| AMERICAN INSURANCE ADMINISTRATORS3 | 4550 LENA DRIVE MECHANICSBURG, PA 17055 | COLONIAL LIFE & ACCIDENT INSURANCE CO. | $8K | — | $8K | 3.00% |
| PETRINA SKILES3 Filed as: PETRINA SKILES BENEFITS, INC. | 126 FOXSHIRE DR, STE 1 LANCASTER, PA 17601 | COLONIAL LIFE & ACCIDENT INSURANCE CO. | $7K | $1K | $8K | 2.82% |
| CYNTHIA WHALEN3 | 123 PINE VALLEY DR MIDDLETOWN, DE 19709 | COLONIAL LIFE & ACCIDENT INSURANCE CO. | $5K | $923 | $6K | 2.07% |
| LAWRENCE PRICHARD3 | 920 COLONIAL COURT COATESVILLE, PA 19320 | COLONIAL LIFE & ACCIDENT INSURANCE CO. | $4K | — | $4K | 1.56% |
| EDWARD P DOUGHERTY INC3 Filed as: EDWARD P. DOUGHERTY, INC. | 4550 PRESTWICK DR READING, PA 19606 | COLONIAL LIFE & ACCIDENT INSURANCE CO. | $1K | $174 | $1K | 0.48% |
| CATHY GOOD3 | 2799 FLOWING SPRINGS ROAD SPRING CITY, PA 19475 | COLONIAL LIFE & ACCIDENT INSURANCE CO. | $1K | — | $1K | 0.40% |
| WILLIAM E GOOD3 Filed as: WILLIAM GOOD | 2799 FLOWING SPRINGS ROAD SPRING CITY, PA 19475 | COLONIAL LIFE & ACCIDENT INSURANCE CO. | $869 | — | $869 | 0.31% |
| BENECHOICE ENROLLMENT SOLUTIONS3 Filed as: BENECHOICE ENROLLMENT SOLUTIONS INC | 1574 LITITZ PIKE LANCASTER, PA 17601 | COLONIAL LIFE & ACCIDENT INSURANCE CO. | $477 | $207 | $684 | 0.25% |
| TANYA WISHARD3 | PO BOX 307 CODORUS, PA 17311 | COLONIAL LIFE & ACCIDENT INSURANCE CO. | $414 | $56 | $470 | 0.17% |
| STEPHEN M HENSS LLC3 Filed as: STEPHEN M. HENSS, LLC | 44 HERSHEY LANE PARKSBURG, PA 19365 | COLONIAL LIFE & ACCIDENT INSURANCE CO. | $273 | $92 | $365 | 0.13% |
| CHRISTINE REID VERONIS3 | 1420 RIDGE RD LANCASTER, PA 17603 | COLONIAL LIFE & ACCIDENT INSURANCE CO. | $301 | $4 | $305 | 0.11% |
| BRENT L GOODE3 Filed as: BRENT MCVICKER | 73 KATYDID LANE MORGANTOWN, PA 19543 | COLONIAL LIFE & ACCIDENT INSURANCE CO. | $200 | — | $200 | 0.07% |
| DAVID J MCCLELLAN3 Filed as: DAVID MCCLELLAN | 114 ROYAL HORSE WAY REINHOLDS, PA 17569 | COLONIAL LIFE & ACCIDENT INSURANCE CO. | $128 | $6 | $134 | 0.05% |
| SOLOFSKY FINANCIAL GROUP LLC3 Filed as: SOLOFSKY FINANCIAL GROUP, LLC | 4030 CHURCH ROAD EASTON, PA 18045 | COLONIAL LIFE & ACCIDENT INSURANCE CO. | $119 | — | $119 | 0.04% |
| T NASH SKILES INC3 Filed as: T. NASH SKILES, INC. | 1574 LITITZ PIKE LANCASTER, PA 17601 | COLONIAL LIFE & ACCIDENT INSURANCE CO. | $41 | — | $41 | 0.01% |
| JAMES BARTLETT LLC3 Filed as: JAMES BARTLETT | 3138 GREENRIDGE DRIVE LANCASTER, PA 17601 | COLONIAL LIFE & ACCIDENT INSURANCE CO. | $38 | — | $38 | 0.01% |
| RONALD OLIANO3 | 9 LONDON COURT NEWTOWN, PA 18940 | COLONIAL LIFE & ACCIDENT INSURANCE CO. | $32 | — | $32 | 0.01% |
| KENNETH ALAN SMITH3 | 104 HORSESHOE LOOP MOUNTVILLE, PA 17554 | COLONIAL LIFE & ACCIDENT INSURANCE CO. | $26 | $2 | $28 | 0.01% |
| VINCENT J ROWAN3 Filed as: VINCENT ROWAN | 4447 EAST THOMPSON STREET PHILADELPHIA, PA 19137 | COLONIAL LIFE & ACCIDENT INSURANCE CO. | $18 | — | $18 | 0.01% |
| JAMES CAREY3 | 1109 SAUNDERS COURT WEST CHESTER, PA 19380 | COLONIAL LIFE & ACCIDENT INSURANCE CO. | $18 | — | $18 | 0.01% |
| LANCE A BRADLEY3 Filed as: LANCE BRADLEY | 2028 MOUNT VERNON CIRCLE HARRISBURG, PA 17110 | COLONIAL LIFE & ACCIDENT INSURANCE CO. | $17 | — | $17 | 0.01% |
| ARDENA L MCVICKER3 Filed as: ARDENA MCVICKER | 73 KATYDID LANE MORGANTOWN, PA 19543 | COLONIAL LIFE & ACCIDENT INSURANCE CO. | $12 | — | $12 | 0.00% |
| GEORGE VERONIS3 | 1420 RIDGE RD LANCASTER, PA 17603 | COLONIAL LIFE & ACCIDENT INSURANCE CO. | $12 | — | $12 | 0.00% |
| R W BUTTERFIELD3 | 150 E GLENN RD DRY PRONG, LA 71423 | COLONIAL LIFE & ACCIDENT INSURANCE CO. | $1 | — | $1 | 0.00% |
| AMERICAN INSURANCE ADMINISTRATORS3 | 4550 LENA DRIVE MECHANICSBURG, PA 17055 | THE LINCOLN NATIONAL LIFE INSURANCE CO. | $23K | $8K | $31K | 13.52% |
| AMERICAN INSURANCE ADMINISTRATORS3 | 4550 LENA DRIVE MECHANICSBURG, PA 17055 | COVENTRY HEALTH AND LIFE | $2K | — | $2K | 1.41% |
| AMERICAN INSURANCE ADMINISTRATORS3 | 4550 LENA DRIVE MECHANICSBURG, PA 17055 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $8K | $3K | $10K | 13.55% |
| AMERICAN INSURANCE ADMINISTRATORS3 | 4550 LENA DRIVE MECHANICSBURG, PA 17055 | THE LINCOLN NATIONAL LIFE INSURANCE CO. | $10K | $3K | $13K | 19.34% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| INTERFLEX PAYMENTS, LLC EIN 27-2256926 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | 2508 HIGHLANDER WAY CARROLLTON, TX 75006 | $14K |
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 | 933 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 933 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | HEALTHAMERICA OF PENNSYLVANIA, INC. | 1,943 | $5.2M |
| Dental | UNITED CONCORDIA LIFE AND HEALTH INSURANCE CO. | 1,887 | $480K |
| Vision | HM LIFE INSURANCE CO. | 1,915 | $78K |
| Life insurance(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE CO. | 906 | $354K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE CO. | 127 | $69K |
| Other(2 contracts, 2 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE CO. | 933 | $308K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,943 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.