| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| AMERICAN INSURANCE ADMINISTRATORS3 | 4550 LENA DRIVE MECHANICSBURG, PA 17055 | HEALTHAMERICA OF PENNSYLVANIA, INC. | $33K | — | $33K | 1.35% |
| AMERICAN INSURANCE ADMINISTRATORS3 | 4550 LENA DRIVE MECHANICSBURG, PA 17055 | COLONIAL LIFE & ACCIDENT INSURANCE CO. | $16K | — | $16K | 2.84% |
| PETRINA SKILES3 Filed as: PETRINA SKILES BENEFITS, INC. | 402 SPRINGTON WAY LANCASTER, PA 17601 | COLONIAL LIFE & ACCIDENT INSURANCE CO. | $12K | $526 | $12K | 2.27% |
| LAWRENCE PRICHARD3 | 110 BRIDAL PATH NEW HOLLAND, PA 17557 | COLONIAL LIFE & ACCIDENT INSURANCE CO. | $8K | $25 | $8K | 1.51% |
| CYNTHIA WHALEN3 | 123 PINE VALLEY DR MIDDLETOWN, DE 19709 | COLONIAL LIFE & ACCIDENT INSURANCE CO. | $5K | $540 | $6K | 1.08% |
| EDWARD P DOUGHERTY INC3 Filed as: EDWARD P. DOUGHERTY, INC. | 4550 PRESTWICK DR READING, PA 19606 | COLONIAL LIFE & ACCIDENT INSURANCE CO. | $3K | $267 | $3K | 0.52% |
| CATHY GOOD3 | 311 BOWIE STREET AUSTIN, TX 78703 | COLONIAL LIFE & ACCIDENT INSURANCE CO. | $2K | — | $2K | 0.36% |
| STEPHEN RICHARD HAILS3 | W WESNER RD BLANDON, PA 19510 | COLONIAL LIFE & ACCIDENT INSURANCE CO. | $1K | $342 | $2K | 0.32% |
| DUNBAR MCELHINNY HELSLEY JR3 | 260 BLOSSOM HILL DRIVE LANCASTER, PA 17601 | COLONIAL LIFE & ACCIDENT INSURANCE CO. | $998 | $616 | $2K | 0.29% |
| WILLIAM E GOOD3 Filed as: WILLIAM GOOD | 311 BOWIE STREET AUSTIN, TX 78703 | COLONIAL LIFE & ACCIDENT INSURANCE CO. | $2K | — | $2K | 0.28% |
| DAVID J MCCLELLAN3 Filed as: DAVID MCCLELLAN | 114 ROYAL HORSE WAY REINHOLDS, PA 17569 | COLONIAL LIFE & ACCIDENT INSURANCE CO. | $785 | $186 | $971 | 0.18% |
| LINDSAY ANNE DEJESUS3 | 217 NORTH PITT ST MANHEIM, PA 17545 | COLONIAL LIFE & ACCIDENT INSURANCE CO. | $718 | — | $718 | 0.13% |
| BENECHOICE ENROLLMENT SOLUTIONS3 Filed as: BENECHOICE ENROLLMENT SOLUTIONS INC | 1574 LITITZ PIKE LANCASTER, PA 17601 | COLONIAL LIFE & ACCIDENT INSURANCE CO. | $642 | — | $642 | 0.12% |
| ZACHERY EUGENE VICKERS3 | 24 S LOCUST ST MARIETTA, PA 17547 | COLONIAL LIFE & ACCIDENT INSURANCE CO. | $288 | $102 | $390 | 0.07% |
| BRENT L GOODE3 Filed as: BRENT MCVICKER | 73 KATYDID LANE MORGANTOWN, PA 19543 | COLONIAL LIFE & ACCIDENT INSURANCE CO. | $366 | — | $366 | 0.07% |
| KENNETH ALAN SMITH3 | 342 S QUEEN ST LANCASTER, PA 17603 | COLONIAL LIFE & ACCIDENT INSURANCE CO. | $260 | $5 | $265 | 0.05% |
| TANYA WISHARD3 | PO BOX 307 CODORUS, PA 17311 | COLONIAL LIFE & ACCIDENT INSURANCE CO. | $245 | — | $245 | 0.04% |
| SOLOFSKY FINANCIAL GROUP LLC3 Filed as: SOLOFSKY FINANCIAL GROUP, LLC | 4030 CHURCH ROAD EASTON, PA 18045 | COLONIAL LIFE & ACCIDENT INSURANCE CO. | $211 | — | $211 | 0.04% |
| STEPHEN M HENSS LLC3 Filed as: STEPHEN M. HENSS, LLC | 44 HERSHEY LANE PARKSBURG, PA 19365 | COLONIAL LIFE & ACCIDENT INSURANCE CO. | $134 | $65 | $199 | 0.04% |
| JAMES BARTLETT LLC3 Filed as: JAMES BARTLETT | 3138 GREENRIDGE DRIVE LANCASTER, PA 17601 | COLONIAL LIFE & ACCIDENT INSURANCE CO. | $65 | — | $65 | 0.01% |
| CHRISTINE REID VERONIS3 | 2198 LOIS LN LANCASTER, PA 17601 | COLONIAL LIFE & ACCIDENT INSURANCE CO. | $62 | — | $62 | 0.01% |
| RONALD OLIANO3 | 9 LONDON COURT NEWTOWN, PA 18940 | COLONIAL LIFE & ACCIDENT INSURANCE CO. | $62 | — | $62 | 0.01% |
| T NASH SKILES INC3 | 1574 LITITZ PIKE LANCASTER, PA 17601 | COLONIAL LIFE & ACCIDENT INSURANCE CO. | $46 | — | $46 | 0.01% |
| VINCENT J ROWAN3 Filed as: VINCENT ROWAN | 4447 EAST THOMPSON STREET PHILADELPHIA, PA 19137 | COLONIAL LIFE & ACCIDENT INSURANCE CO. | $35 | — | $35 | 0.01% |
| LANCE A BRADLEY3 Filed as: LANCE BRADLEY | 2028 MOUNT VERNON CIRCLE HARRISBURG, PA 17110 | COLONIAL LIFE & ACCIDENT INSURANCE CO. | $27 | — | $27 | 0.00% |
| ARDENA L MCVICKER3 Filed as: ARDENA MCVICKER | 73 KATYDID LANE MORGANTOWN, PA 19543 | COLONIAL LIFE & ACCIDENT INSURANCE CO. | $25 | — | $25 | 0.00% |
| R W BUTTERFIELD3 | 150 E GLENN RD DRY PRONG, LA 71423 | COLONIAL LIFE & ACCIDENT INSURANCE CO. | $2 | — | $2 | 0.00% |
| AMERICAN INSURANCE ADMINISTRATORS3 | 4550 LENA DRIVE MECHANICSBURG, PA 17055 | THE LINCOLN NATIONAL LIFE INSURANCE CO. | $23K | — | $23K | 10.00% |
| AMERICAN INSURANCE ADMINISTRATORS3 | 4550 LENA DRIVE MECHANICSBURG, PA 17055 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $7K | — | $7K | 10.00% |
| AMERICAN INSURANCE ADMINISTRATORS3 | 4550 LENA DRIVE MECHANICSBURG, PA 17055 | THE LINCOLN NATIONAL LIFE INSURANCE CO. | $10K | — | $10K | 15.00% |
| AMERICAN INSURANCE ADMINISTRATORS3 | 4550 LENA DRIVE MECHANICSBURG, PA 17055 | COVENTRY HEALTH AND LIFE | $485 | — | $485 | 1.35% |
| AMERICAN INSURANCE ADMINISTRATORS3 | 4550 LENA DRIVE MECHANICSBURG, PA 17055 | THE LINCOLN NATIONAL LIFE INSURANCE CO. | $944 | — | $944 | 10.00% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| INTERFLEX PAYMENTS, LLC EIN 27-2256926 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | 2508 HIGHLANDER WAY CARROLLTON, TX 75006 | $15K |
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 | 958 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 958 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | HEALTHAMERICA OF PENNSYLVANIA, INC. | 1,968 | $2.5M |
| Dental | UNITED CONCORDIA LIFE AND HEALTH INSURANCE CO. | 1,937 | $76K |
| Vision | HM LIFE INSURANCE CO. | 1,956 | $33K |
| Life insurance(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE CO. | 901 | $624K |
| Long-term disability(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE CO. | 125 | $75K |
| Other(2 contracts, 2 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE CO. | 958 | $304K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,968 | — |
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.