| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| EXUDE BENEFITS GROUP INC3 | 325 CHESTNUT ST STE 1000 PHILADELPHIA, PA 19106 | DELTA DENTAL OF PENNSYLVANIA | $8K | $0 | $8K | 10.00% |
| PATRIOT GROWTH INSURANCE SERVICES3 Filed as: PATRIOT GROWTH INSURANCE SVCS LLC | 325 CHESTNUT ST STE 1000 PHILADELPHIA, PA 19106 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $2K | $6K | 14.46% |
| DONALD C SAVOY INC3 Filed as: DONALD C SAVOY INC. | 200 CONNELL DR BERKELEY HEIGHTS, NJ 07922 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $2K | $2K | 6.00% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GI GEORGE PARENT | 501 OFFICE CENTER DR STE 215 FORT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $778 | $778 | 1.98% |
| PATRIOT GROWTH INSURANCE SERVICES3 Filed as: PATRIOT GROWTH INSURANCE SVCS LLC | 325 CHESTNUT ST STE 1000 PHILADELPHIA, PA 19106 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $1K | $4K | 14.09% |
| DONALD C SAVOY INC3 Filed as: DONALD C SAVOY INC. | 200 CONNELL DR BERKELEY HEIGHTS, NJ 07922 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $2K | $2K | 6.00% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GI GEORGE PARENT | 501 OFFICE CENTER DR STE 215 FORT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $523 | $523 | 1.82% |
| PATRIOT GROWTH INSURANCE SERVICES3 Filed as: PATRIOT GROWTH INSURANCE SVCS LLC | 325 CHESTNUT ST STE 1000 PHILADELPHIA, PA 19106 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $689 | $2K | 14.62% |
| DONALD C SAVOY INC3 Filed as: DONALD C SAVOY INC. | ROUND TABLE STUDIOS STE 1000 200 CONNELL DR BERKELEY HEIGHTS, NJ 07922 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $895 | $895 | 6.00% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GI GEORGE PARENT LP | 501 OFFICE CENTER DR STE 215 FORT WASHINGTON, PA 19465 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $306 | $306 | 2.05% |
| PATRIOT GROWTH INSURANCE SERVICES3 Filed as: PATRIOT GROWTH INSURANCE SVCS LLC | 325 CHESTNUT ST STE 1000 PHILADELPHIA, PA 19106 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $678 | $2K | 14.57% |
| DONALD C SAVOY INC3 Filed as: DONALD C SAVOY INC. | ROUND TABLE STUDIOS STE 1000 200 CONNELL DR BERKELEY HEIGHTS, NJ 07922 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $891 | $891 | 6.00% |
| GI GEORFE PARENT LP3 | 501 OFFICE CENTER DR STE 215 FORT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $301 | $301 | 2.03% |
| PATRIOT GROWTH INSURANCE SERVICES3 Filed as: PATRIOT GROWTH INSURANCE SERVICES L | 325 CHESTNUT ST STE 1000 PHILADELPHIA, PA 19106 | EYEMED VISION CARE | $1K | $0 | $1K | 9.97% |
| EXUDE BENEFITS GROUP INC3 | 325 CHESTNUT ST STE 1000 PHILADELPHIA, PA 19106 | DELTA DENTAL OF PENNSYLVANIA | $1K | $0 | $1K | 10.00% |
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 | 179 | 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) | 179 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental(2 contracts) | DELTA DENTAL OF PENNSYLVANIA | 220 | $88K |
| Vision | EYEMED VISION CARE | 168 | $11K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 179 | $15K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 179 | $39K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 178 | $15K |
| Other(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 179 | $44K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 220 | — |
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.