| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| POWER-KUNKLE GROUP INC3 Filed as: POWER-KUNKLE GROUP, INC. | PO BOX 6243 WYOMISSING, PA 19610 | KAISER FOUNDATION HEALTH PLAN OF COLORADO | $3K | $0 | $3K | 1.24% |
| POWER-KUNKLE GROUP INC3 Filed as: POWER-KUNKLE GROUP, INC. | PO BOX 6243 WYOMISSING, PA 196100243 | METROPOLITAN LIFE INSURANCE COMPANY | $9K | $64 | $9K | 6.58% |
| MARK KUNKLE3 | PO BOX 6243 WYOMISSING, PA 19610 | PRIORITY HEALTH | $3K | $0 | $3K | 3.00% |
| POWER-KUNKLE GROUP INC3 Filed as: POWER KUNKLE GROUP INC | PO BOX 6243 999 BERKSHIRE BLVD STE 160 WYOMISSING, PA 19610 | DELTA DENTAL OF COLORADO | $1K | $0 | $1K | 9.98% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| CAPITAL BLUE CROSS EIN 23-0455154 ADMIN | Claims processing Service code 12 | — | $82K |
| THE BENECON GROUP EIN 23-1315351 BROKER | Insurance agents and brokers Service code 22 | — | $18K |
| CONNECTCARE 3 EIN 26-1768616 PATIENT ADVOCATE | Other services Service code 49 | — | $6K |
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 | 105 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 106 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN OF COLORADO | 35 | $327K |
| Dental(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 430 | $154K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 430 | $142K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 430 | $142K |
| Stop-loss / reinsurancereinsurance | EVEREST REINSURANCE COMPANY | 96 | $443K |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 430 | $142K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 430 | — |
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.