| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MCCONKEY BENEFITS & FINANCIAL SERV3 Filed as: MCCONKEY BENEFITS & FINANCIAL SERVI | 2555 KINGSTON ROAD, SUITE 100 YORK, PA 17402 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $7K | $3K | $10K | 16.66% |
| BENEFITMALL5 Filed as: BENEFITMALL, INC | 501 FAIRMOUNT AVE SUITE 400 TOWSON, MD 21286 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $2K | $2K | 3.00% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GI GEORGE PARENT LP | 501 OFFICE CENTER DR SUITE 215 FORT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $800 | $800 | 1.33% |
| MCCONKEY BENEFITS & FINANCIAL SERV3 Filed as: MCCONKEY BENEFITS & FINANCIAL SERVI | 2555 KINGSTON RD STE 100 YORK, PA 17402 | DELTA DENTAL OF PENNSYLVANIA | $1K | $0 | $1K | 2.80% |
| BENEFITMALL3 | 501 FAIRMOUNT AVE STE 400 TOWSON, MD 21286 | DELTA DENTAL OF PENNSYLVANIA | $292 | $0 | $292 | 0.70% |
| MCCONKEY BENEFITS & FINANCIAL SERV3 Filed as: MCCONKEY BENEFITS & FINANCIAL SERVI | 2555 KINGSTON ROAD, SUITE 100 YORK, PA 17402 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $1K | $5K | 21.12% |
| BENEFITMALL5 Filed as: BENEFITMALL, INC | 501 FAIRMOUNT AVE SUITE 400 TOWSON, MD 21286 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $730 | $730 | 3.00% |
| PATRIOT GROWTH INSURANCE SERVICES3 Filed as: PATRIOT GROWTH INS SRVS | 501 OFFICE CENTER DR SUITE 215 FORT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $426 | $426 | 1.75% |
| MCCONKEY BENEFITS & FINANCIAL SERV3 Filed as: MCCONKEY BENEFITS & FINANCIAL SERVI | 2555 KINGSTON ROAD, SUITE 100 YORK, PA 17402 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $1K | $4K | 21.52% |
| BENEFITMALL5 Filed as: BENEFITMALL, INC | 501 FAIRMOUNT AVE SUITE 400 TOWSON, MD 21286 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $519 | $519 | 3.00% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GI GEORGE PARENT LP | 501 OFFICE CENTER DR SUITE 215 FORT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $322 | $322 | 1.86% |
| LEPSON, DIANE ELIZABETH3 | 183 S ALPINE DR YORK, PA 17408 | HIGHMARK, INC. | $595 | $0 | $595 | 3.52% |
| C A LUPP INC3 | 805 BUTLER DR MIDDLETOWN, PA 17057 | AFLAC | $1K | $94 | $1K | 9.50% |
| MCCONKEY BENEFITS & FINANCIAL SERV3 Filed as: MCCONKEY BENEFITS & FINANCIAL SERVI | 2555 KINGSTON RD STE 100 YORK, PA 17402 | AFLAC | $940 | $0 | $940 | 6.84% |
| ANTHONY ALMODOVAR3 | 3605 VARTAN WAY STE 304 HARRISBURG, PA 17110 | AFLAC | $158 | $11 | $169 | 1.23% |
| JEFFREY CHUBB3 | 349 W WALNUT TREE DR BLANDON, PA 19510 | AFLAC | $28 | $0 | $28 | 0.20% |
| JUSTIN P ABRAHAM3 Filed as: JUSTIN ABRAHAM | 3841 HIGHPOINT DR ALLENTOWN, PA 18103 | AFLAC | $7 | $0 | $7 | 0.05% |
| ELIZABETH BOHLENDER3 | 2069A RALEIGH RD HUMMELSTOWN, PA 17036 | AFLAC | $3 | $0 | $3 | 0.02% |
| MCCONKEY BENEFITS & FINANCIAL SERV3 Filed as: MCCONKEY BENEFITS & FINANCIAL SERVI | 2555 KINGSTON ROAD, SUITE 100 YORK, PA 17402 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $547 | $2K | 18.22% |
| BENEFITMALL5 Filed as: BENEFITMALL, INC | 501 FAIRMOUNT AVE SUITE 400 TOWSON, MD 21286 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $264 | $264 | 3.00% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GI GEORGE PARENT LP | 501 OFFICE CENTER DR SUITE 215 FORT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $156 | $156 | 1.77% |
| MCCONKEY BENEFITS & FINANCIAL SERV3 Filed as: MCCONKEY BENEFITS & FINANCIAL SERVI | 2555 KINGSTON ROAD, SUITE 100 YORK, PA 17402 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $808 | $431 | $1K | 15.31% |
| BENEFITMALL5 Filed as: BENEFITMALL, INC | 501 FAIRMOUNT AVE SUITE 400 TOWSON, MD 21286 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $243 | $243 | 3.00% |
| PATRIOT GROWTH INSURANCE SERVICES3 Filed as: PATRIOT GROWTH INS SRVS | 501 OFFICE CENTER DR SUITE 215 FORT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $123 | $123 | 1.52% |
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 | 209 | 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) | 209 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL OF PENNSYLVANIA | 180 | $42K |
| Vision | HIGHMARK, INC. | 76 | $17K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 209 | $9K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 178 | $60K |
| Other(5 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 209 | $72K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 209 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.