| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| UNIVEST INSURANCE INC3 | 521 W MAIN STREET LANSDALE, PA 19446 | DELTA DENTAL OF PENNSYLVANIA | $11K | — | $11K | 2.08% |
| UNIVEST INSURANCE INC3 | 521 W MAIN ST LANSDALE, PA 19446 | UNUM LIFE INSURANCE CO. OF AMERICA | $31K | — | $31K | 9.71% |
| UNIVEST INSURANCE INC3 | 521 W MAIN ST LANSDALE, PA 19446 | UNUM LIFE INSURANCE CO. OF AMERICA | $32K | — | $32K | 16.36% |
| UNIVEST INSURANCE INC3 Filed as: UNIVEST INSURANCE, INC | 6339 BEVERLY HILLS ROAD COOPERSBURG, PA 18036 | EYEMED VISION CARE | $11K | — | $11K | 14.79% |
| UNIVEST INSURANCE INC3 | PO BOX SOUDERTON, PA 18964 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $3K | — | $3K | 16.77% |
| MAVEN BENEFITS PARTNERS3 | 366 ARBOR CIR MEDICA, PA 19063 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $36 | — | $36 | 0.19% |
| UNIVEST INSURANCE INC3 | 521 W MAIN STREET LANSDALE, PA 19446 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $2K | — | $2K | 10.00% |
| MAVEN BENEFITS PARTNERS3 | 366 ARBOR CIRCLE MEDIA, PA 19063 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $65 | — | $65 | 0.66% |
| UNIVEST INSURANCE INC3 Filed as: UNIVEST INSURANCE COMPANY | PO BOX 64197 SOUDERTON, PA 18964 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $299 | — | $299 | 5.30% |
| MAVEN BENEFITS PARTNERS3 | 366 ARBOR CIR MEDIA, PA 19063 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $88 | — | $88 | 1.56% |
| MAVEN BENEFITS PARTNERS3 | 366 ARBOR CIR MEDIA, PA 19063 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $87 | — | $87 | 3.38% |
| UNIVEST INSURANCE INC3 | 521 W MAIN ST LANSDALE, PA 19446 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $8 | — | $8 | 0.31% |
| UNIVEST INSURANCE INC3 Filed as: UNIVEST INSURANCE INC. | PO BOX 64197 SOUDERTON, PA 18964 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $24 | — | $24 | 0.99% |
| MAVEN BENEFITS PARTNERS3 | 366 ARBOR CIRCLE MEDIA, PA 19063 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $24 | — | $24 | 0.99% |
| UNIVEST INSURANCE INC3 | 6339 BEVERLY HILLS RD COOPERSBURG, PA 18036 | EYEMED VISION CARE | $11K | — | $11K | 2740.00% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| UNIMERICA INSURANCE COMPANY NONE | Insurance services Service code 23 | 11000 OPTUM CIRCLE EDEN PRAIRIE, ME 55344 | $1.9M |
| AETNA NONE | Claims processing Service code 12 | 980 JOLLY ROAD U11N BLUE BELL, PA 19422 | $351K |
| L.R. WEBBER ASSOCIATES EIN 25-1301205 NONE | Insurance agents and brokers Service code 22 | — | $86K |
| THE BENECON GROUP, INC. EIN 23-1315351 NONE | Insurance agents and brokers Service code 22 | — | $85K |
| PBASC EIN 26-3958502 NONE | Plan Administrator Service code 14 | — | $21K |
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 | 1,143 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 5 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,148 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY AND AFFILIATES | 17 | $81K |
| Dental | DELTA DENTAL OF PENNSYLVANIA | 682 | $507K |
| Vision(2 contracts) | EYEMED VISION CARE | 1,148 | $75K |
| Life insurance(2 contracts) | UNUM LIFE INSURANCE CO. OF AMERICA | 842 | $509K |
| Long-term disability | UNUM LIFE INSURANCE CO. OF AMERICA | 842 | $316K |
| Other(7 contracts, 3 carriers) | UNUM LIFE INSURANCE CO. OF AMERICA | 842 | $372K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,148 | — |
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.