| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| STRICKLER AGENCY, INC3 | 1200 E MCKINLEY ST CHAMBERSBURG, PA 17201 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $82 | $2K | 10.46% |
| CONSOLIDATED BENEFITS INCORPORATED3 | 2500 ELMERTON AVE HARRISBURG, PA 17100 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $886 | $886 | 5.00% |
| STRICKLER AGENCY, INC3 | 1200 E MCKINLEY ST CHAMBERSBURG, PA 17201 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $500 | $48 | $548 | 10.96% |
| CONSOLIDATED BENEFITS INCORPORATED3 | 2500 ELMERTON AVE HARRISBURG, PA 17100 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $250 | $250 | 5.00% |
| STRICKLER AGENCY, INC3 | 1200 E MCKINLEY ST CHAMBERSBURG, PA 17201 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $403 | $40 | $443 | 10.98% |
| CONSOLIDATED BENEFITS INCORPORATED3 | 2500 ELMERTON AVE HARRISBURG, PA 17100 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $202 | $202 | 5.01% |
| STRICKLER AGENCY, INC3 | 1200 E MCKINLEY ST CHAMBERSBURG, PA 17201 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $286 | $27 | $313 | 10.94% |
| CONSOLIDATED BENEFITS INCORPORATED3 | 2500 ELMERTON AVE HARRISBURG, PA 17100 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $143 | $143 | 5.00% |
| STRICKLER AGENCY, INC3 | 1200 E MCKINLEY ST CHAMBERSBURG, PA 17201 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $277 | $26 | $303 | 10.95% |
| CONSOLIDATED BENEFITS INCORPORATED3 | 2500 ELMERTON AVE HARRISBURG, PA 17100 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $138 | $138 | 4.99% |
| STRICKLER AGENCY, INC3 Filed as: STRICKLER AGENCY INC | 1200 E MCKINLEY ST CHAMBERSBURG, PA 17201 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $231 | $23 | $254 | 10.98% |
| CONSOLIDATED BENEFITS INCORPORATED3 | 2500 ELMERTON AVE HARRISBURG, PA 17100 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $116 | $116 | 5.02% |
| STRICKLER AGENCY, INC3 | 1200 E MCKINLEY ST CHAMBERSBURG, PA 17201 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $122 | $12 | $134 | 10.97% |
| CONSOLIDATED BENEFITS INCORPORATED3 | 2500 ELMERTON AVE HARRISBURG, PA 17100 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $61 | $61 | 4.99% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| STRICKLER AGENCY, INC. EIN 23-1605938 BROKER | Insurance agents and brokers Service code 22 | — | $12K |
| THE BENECON GROUP, LLC EIN 23-1315351 BROKER | Insurance agents and brokers Service code 22 | — | $11K |
| CAPITAL BLUECROSS EIN 23-0455154 ADMIN | Claims processing Service code 12 | — | $3K |
| CONNECTCARE3 EIN 26-1768616 PATIENT ADVOCATE | Other services Service code 49 | — | $2K |
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 | 41 | 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) | 41 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | UNITED OF OMAHA LIFE INSURANCE COMPANY | 21 | $18K |
| Vision | UNITED OF OMAHA LIFE INSURANCE COMPANY | 16 | $2K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 41 | $1K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 41 | $4K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 14 | $5K |
| Stop-loss / reinsurancereinsurance(2 contracts, 2 carriers) | HM LIFE INSURANCE COMPANY | 34 | $144K |
| Other(6 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 41 | $32K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 41 | — |
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.