| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MCCONKEY BENEFITS & FINANCIAL SERV3 Filed as: MCCONKEY BENEFITS & FINANCIAL SERVI | 2555 KINGSTON RD STE 100 YORK, PA 17402 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $8K | $946 | $8K | 16.33% |
| BENEFITMALL5 Filed as: BENEFITMALL, INC | 501 FAIRMOUNT AVE SUITE 400 TOWSON, MD 21286 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $2K | $2K | 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 | $541 | $541 | 1.04% |
| BENEFITMALL5 Filed as: BENEFITMALL, INC | 501 FAIRMOUNT AVE SUITE 400 TOWSON, MD 21286 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $1K | $1K | 3.00% |
| MCCONKEY BENEFITS & FINANCIAL SERV3 Filed as: MCCONKEY BENEFITS & FINANCIAL SERVI | 2555 KINGSTON RD STE 100 YORK, PA 17402 | UNITED OF OMAHA LIFE INSURANCE COMPANY | -$1 | $775 | $774 | 1.72% |
| 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 | $443 | $443 | 0.99% |
| MCCONKEY BENEFITS & FINANCIAL SERV3 Filed as: MCCONKEY BENEFITS & FINANCIAL SERVI | 2555 KINGSTON RD STE 100 YORK, PA 17402 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $8K | $644 | $8K | 22.77% |
| 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 | $368 | $368 | 1.02% |
| MCCONKEY BENEFITS & FINANCIAL SERV3 Filed as: MCCONKEY BENEFITS & FINANCIAL SERVI | 2555 KINGSTON RD STE 100 YORK, PA 17402 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $293 | $2K | 11.69% |
| BENEFITMALL5 Filed as: BENEFITMALL, INC | 501 FAIRMOUNT AVE SUITE 400 TOWSON, MD 21286 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $518 | $518 | 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 | $167 | $167 | 0.97% |
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 | 289 | 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) | 289 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 289 | $17K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 124 | $52K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 289 | $45K |
| Other(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 289 | $53K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 289 | — |
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.