| 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 | $4K | $2K | $6K | 17.11% |
| BENEFITMALL5 Filed as: BENEFITMALL, INC | 501 FAIRMOUNT AVE SUITE 400 TOWSON, MD 21286 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $1K | $1K | 3.00% |
| PATRIOT GROWTH INSURANCE SERVICES3 Filed as: PATRIOT GROWTH INS SRVS | 4365 SOUTHWEST FWY SUITE 750 HOUSTON, TX 77027 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $567 | $567 | 1.70% |
| 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 | 20.76% |
| BENEFITMALL5 Filed as: BENEFITMALL, INC | 501 FAIRMOUNT AVE SUITE 400 TOWSON, MD 21286 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $739 | $739 | 3.00% |
| PATRIOT GROWTH INSURANCE SERVICES3 Filed as: PATRIOT GROWTH INS SRVS | 4365 SOUTHWEST FWY SUITE 750 HOUSTON, TX 77027 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $473 | $473 | 1.92% |
| 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 | 20.91% |
| BENEFITMALL5 Filed as: BENEFITMALL, INC | 501 FAIRMOUNT AVE SUITE 400 TOWSON, MD 21286 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $523 | $523 | 3.00% |
| PATRIOT GROWTH INSURANCE SERVICES3 Filed as: PATRIOT GROWTH INS SRVS | 4365 SOUTHWEST FWY SUITE 750 HOUSTON, TX 77027 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $343 | $343 | 1.97% |
| MCCONKEY BENEFITS & FINANCIAL SERV3 Filed as: MCCONKEY BENEFITS & FINANCIAL SERV. | 2555 KINGSTON RD., SUITE 100 YORK, PA 17402 | HIGHMARK | $524 | $0 | $524 | 3.50% |
| MCCONKEY BENEFITS & FINANCIAL SERV3 Filed as: MCCONKEY BENEFITS & FINANCIAL SERVI | 2555 KINGSTON ROAD, SUITE 100 YORK, PA 17402 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $809 | $438 | $1K | 18.49% |
| BENEFITMALL5 Filed as: BENEFITMALL, INC | 501 FAIRMOUNT AVE SUITE 400 TOWSON, MD 21286 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $202 | $202 | 3.00% |
| PATRIOT GROWTH INSURANCE SERVICES3 Filed as: PATRIOT GROWTH INS SRVS | 4365 SOUTHWEST FWY SUITE 750 HOUSTON, TX 77027 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $146 | $146 | 2.17% |
| MCCONKEY BENEFITS & FINANCIAL SERV3 Filed as: MCCONKEY BENEFITS & FINANCIAL SERVI | 2555 KINGSTON ROAD, SUITE 100 YORK, PA 17402 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $565 | $344 | $909 | 16.08% |
| BENEFITMALL5 Filed as: BENEFITMALL, INC | 501 FAIRMOUNT AVE SUITE 400 TOWSON, MD 21286 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $170 | $170 | 3.01% |
| PATRIOT GROWTH INSURANCE SERVICES3 Filed as: PATRIOT GROWTH INS SRVS | 4365 SOUTHWEST FWY SUITE 750 HOUSTON, TX 77027 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $115 | $115 | 2.03% |
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 | 160 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 162 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL OF PENNSYLVANIA | 124 | $53K |
| Vision | HIGHMARK | 117 | $15K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 163 | $7K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 141 | $33K |
| Other(4 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 163 | $54K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 163 | — |
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.