| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MCCONKEY BENEFITS & FINANCIAL SERV3 Filed as: MCCONKEY BENEFITS & FIN SVCS LLC | 2555 KINGSTON RD STE 100 YORK, PA 17402 | UNITED OF OMAHA LIFE INSURANCE COMPANY | -$2 | $5K | $5K | 3.82% |
| BENEFITMALL5 Filed as: BENEFITMALL, INC | 501 FAIRMOUNT AVE TOWSON, MD 21286 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $4K | $4K | 2.47% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GI GEORGE PARENT LP | 501 OFFICE CENTER DR STE 215 FT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $2K | $2K | 1.70% |
| MCCONKEY BENEFITS & FINANCIAL SERV3 Filed as: MCCONKEY BENEFITS | 2555 KINGSTON RD STE 100 YORK, PA 17402 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $9K | $6K | $16K | 16.49% |
| BENEFITMALL3 | 501 FAIRMOUNT AVE TOWSON, MD 17601 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $3K | $3K | 2.98% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GI GEORGE PARENT LP | 501 OFFICE CENTER DR STE 215 FORT WASHINGTON, PA 37076 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $3K | $3K | 2.91% |
| MCCONKEY BENEFITS & FINANCIAL SERV3 Filed as: MCCONKEY BENEFITS & FIN SVCS LLC | 2555 KINGSTON RD STE 100 YORK, PA 17402 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $14K | $3K | $18K | 21.13% |
| BENEFITMALL5 Filed as: BENEFITMALL, INC | 501 FAIRMOUNT AVE TOWSON, MD 21286 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $3K | $3K | 3.11% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GI GEORGE PARENT LP | 501 OFFICE CENTER DR STE 215 FT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $2K | $2K | 1.81% |
| MCCONKEY BENEFITS & FINANCIAL SERV3 Filed as: MCCONKEY BENEFITS & FIN SVCS LLC | 2555 KINGSTON RD STE 100 YORK, PA 17402 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $16K | $3K | $18K | 25.54% |
| BENECHOICE ENROLLMENT SOLUTIONS & T5 Filed as: BENECHOICE ENROLLMENT | 1574 LITITZ PIKE LANCASTER, PA 17601 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $13K | $13K | 17.96% |
| BENEFITMALL5 Filed as: BENEFITMALL, INC | 501 FAIRMOUNT AVE TOWSON, MD 21286 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $2K | $2K | 3.44% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GI GEORGE PARENT LP | 501 OFFICE CENTER DR STE 215 FT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $1K | $1K | 1.78% |
| MCCONKEY BENEFITS & FINANCIAL SERV3 Filed as: MCCONKEY BENEFITS FINANCIAL SVCS | 2555 KINGSTON ROAD SUITE 100 YORK, PA 17402 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $5K | $2K | $7K | 13.49% |
| BENEFITMALL5 Filed as: BENEFITMALL, INC | 501 FAIRMOUNT AVE TOWSON, MD 21286 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $2K | $2K | 3.00% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GI GEORGE PARENT LP | 501 OFFICE CENTER DR STE 215 FT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $839 | $839 | 1.55% |
| MCCONKEY BENEFITS & FINANCIAL SERV3 Filed as: MCCONKEY BENEFITS FINANCIAL | 2555 KINGSTON RD STE 100 YORK, PA 17402 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $446 | $2K | 13.67% |
| BENEFITMALL5 Filed as: BENEFITMALL, INC | 501 FAIRMOUNT AVE TOWSON, MD 21286 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $715 | $715 | 5.81% |
| GIS BENEFITS INC3 | 501 OFFICE CENTER DR STE 215 FT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $198 | $198 | 1.61% |
| MCCONKEY BENEFITS & FINANCIAL SERV3 Filed as: MCCONKEY BENEFITS FINANCIAL SVCS | 2555 KINGSTON ROAD SUITE 100 YORK, PA 17402 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $598 | $152 | $750 | 19.44% |
| BENEFITMALL5 Filed as: BENEFITMALL, INC | 501 FAIRMOUNT AVE TOWSON, MD 21286 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $119 | $119 | 3.08% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GI GEORGE PARENT LP | 501 OFFICE CENTER DR STE 215 FT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $68 | $68 | 1.76% |
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 | 331 | 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) | 331 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | HIGHMARK INC. | 259 | $125K |
| Vision | HIGHMARK INC. | 259 | $125K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 331 | $96K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 334 | $142K |
| Long-term disability(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 101 | $76K |
| Other(5 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 331 | $317K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 334 | — |
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.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.