| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| POWER-KUNKLE GROUP INC3 | PO BOX 6243 WYOMISSING, PA 19610 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $2K | $6K | 14.52% |
| PATRIOT GROWTH INSURANCE SERVICES3 Filed as: PATRIOT GROWTH INSURANCE SVCS LLC | 501 OFFICE CENTER DR STE 215 FORT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $352 | $816 | $1K | 2.79% |
| POWER-KUNKLE GROUP INC3 | 999 BERSKSHIRE BLVD STE 100 WYOMISSING, PA 19610 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $2K | $5K | 14.63% |
| PATRIOT GROWTH INSURANCE SERVICES3 Filed as: PATRIOT GROWTH INSURANCE SVCS LLC | 501 OFFICE CENTER DR STE 215 FORT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $280 | $671 | $951 | 2.81% |
| POWER-KUNKLE GROUP INC3 Filed as: POWER KUNKLE GROUP INC. | 999 BERKSHIRE BLVD STE 100 WYOMISSING, PA 19610 | SUN LIFE ASSURANCE COMPANY OF CANADA | $2K | $0 | $2K | 6.98% |
| POWER-KUNKLE GROUP INC3 | PO BOX 6243 WYOMISSING, PA 19610 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $1K | $4K | 14.77% |
| PATRIOT GROWTH INSURANCE SERVICES3 Filed as: PATRIOT GROWTH INSURANCE SVCS LLC | 501 OFFICE CENTER DR STE 215 FORT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $208 | $513 | $721 | 2.85% |
| POWER-KUNKLE GROUP INC3 Filed as: POWER KUNKLE GROUP INC. | 999 BERKSHIRE BLVD STE 100 WYOMISSING, PA 19610 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $1K | $3K | 14.71% |
| PATRIOT GROWTH INSURANCE SERVICES3 Filed as: PATRIOT GROWTH INSURANCE SVCS LLC | 501 OFFICE CENTER DR STE 215 FORT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $155 | $384 | $539 | 2.81% |
| POWER-KUNKLE GROUP INC3 Filed as: POWER KUNKLE GROUP INC. | 999 BERKSHIRE BLVD STE 100 WYOMISSING, PA 19610 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $363 | $206 | $569 | 14.35% |
| PATRIOT GROWTH INSURANCE SERVICES3 Filed as: PATRIOT GROWTH INSURANCE SVCS LLC | 501 OFFICE CENTER DR STE 215 FORT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $34 | $75 | $109 | 2.75% |
| POWER-KUNKLE GROUP INC3 Filed as: POWER KUNKLE GROUP INC | 999 BERKSHIRE BLVD STE 100 WYOMISSING, PA 19610 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $267 | $152 | $419 | 14.36% |
| PATRIOT GROWTH INSURANCE SERVICES3 Filed as: PATRIOT GROWTH INSURANCE SVCS LLC | 501 OFFICE CENTER DR STE 215 FORT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $24 | $55 | $79 | 2.71% |
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 | 118 | 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) | 118 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | SUN LIFE ASSURANCE COMPANY OF CANADA | 56 | $27K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 118 | $19K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 118 | $42K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 58 | $25K |
| Other(4 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 118 | $60K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 118 | — |
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.