| 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 | $5K | $2K | $7K | 17.34% |
| 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 | 501 OFFICE CENTER DR SUITE 215 FORT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $712 | $712 | 1.78% |
| 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 | $2K | $5K | 22.49% |
| BENEFITMALL5 Filed as: BENEFITMALL, INC | 501 FAIRMOUNT AVE SUITE 400 TOWSON, MD 21286 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $639 | $639 | 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 | $532 | $532 | 2.50% |
| LEPSON, DIANE ELIZABETH3 | 183 S ALPINE DR YORK, PA 17408 | HIGHMARK, INC. | $367 | $0 | $367 | 2.05% |
| MCCONKEY BENEFITS & FINANCIAL SERV3 Filed as: MCCONKEY BENEFITS & FINANCIAL SERV. | 2555 KINGSTON RD., SUITE 100 YORK, PA 17402 | HIGHMARK, INC. | $175 | $0 | $175 | 0.98% |
| MCCONKEY BENEFITS & FINANCIAL SERV3 Filed as: MCCONKEY BENEFITS & FINANCIAL SERVI | 2555 KINGSTON ROAD, SUITE 100 YORK, PA 17402 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $1K | $4K | 22.02% |
| BENEFITMALL5 Filed as: BENEFITMALL, INC | 501 FAIRMOUNT AVE SUITE 400 TOWSON, MD 21286 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $483 | $483 | 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 | $377 | $377 | 2.34% |
| MCCONKEY BENEFITS & FINANCIAL SERV3 Filed as: MCCONKEY BENEFITS & FINANCIAL SERVI | 2555 KINGSTON ROAD, SUITE 100 YORK, PA 17402 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $938 | $439 | $1K | 17.61% |
| BENEFITMALL5 Filed as: BENEFITMALL, INC | 501 FAIRMOUNT AVE SUITE 400 TOWSON, MD 21286 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $235 | $235 | 3.01% |
| 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 | $146 | $146 | 1.87% |
| MCCONKEY BENEFITS & FINANCIAL SERV3 Filed as: MCCONKEY BENEFITS & FINANCIAL SERVI | 2555 KINGSTON ROAD, SUITE 100 YORK, PA 17402 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $615 | $366 | $981 | 15.94% |
| BENEFITMALL5 Filed as: BENEFITMALL, INC | 501 FAIRMOUNT AVE SUITE 400 TOWSON, MD 21286 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $184 | $184 | 2.99% |
| 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 | $122 | $122 | 1.98% |
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 | 203 | 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) | 203 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL OF PENNSYLVANIA | 145 | $52K |
| Vision | HIGHMARK, INC. | 137 | $18K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 203 | $8K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 154 | $40K |
| Other(4 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 203 | $51K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 203 | — |
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.