| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| KISTLER TIFFANY BENEFITS3 Filed as: KISTLER TIFFANY BENEFITS GENERAL AG | 400 BERWYN PARK STE 200 BERWYN, PA 19312 | UNITEDHEALTHCARE INSURANCE COMPANY | $14K | $0 | $14K | 11.00% |
| KISTLER TIFFANY BENEFITS3 Filed as: KISTLER TIFFANY BENEFITS GENERAL AG | 400 BERWYN PARK SUITE 200899 BERWYN, PA 19312 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $22K | $8K | $29K | 26.93% |
| ENROLLEASE3 Filed as: ONEDIGITAL PREMIER SERVICES LLC | 400 BERWYN PARK SUITE 200 BERWYN, PA 19312 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $5K | $5K | 5.00% |
| KISTLER TIFFANY BENEFITS3 Filed as: KISTLER TIFFANY BENEFITS GENERAL AG | 400 BERWYN PARK SUITE 200899 BERWYN, PA 19312 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $10K | $6K | $16K | 17.64% |
| ENROLLEASE3 Filed as: ONEDIGITAL PREMIER SERVICES LLC | 400 BERWYN PARK SUITE 200 BERWYN, PA 19312 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $5K | $5K | 5.00% |
| KISTLER TIFFANY BENEFITS3 Filed as: KISTLER TIFFANY BENEFITS GENERAL AG | 400 BERWYN PARK SUITE 200899 BERWYN, PA 19312 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $2K | $6K | 18.18% |
| ENROLLEASE3 Filed as: ONEDIGITAL PREMIER SERVICES LLC | 400 BERWYN PARK SUITE 200 BERWYN, PA 19312 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $2K | $2K | 5.00% |
| KISTLER TIFFANY BENEFITS3 Filed as: KISTLER TIFFANY BENEFITS GENERAL AG | 400 BERWYN PARK SUITE 200899 BERWYN, PA 19312 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $1K | $3K | 18.42% |
| ENROLLEASE3 Filed as: ONEDIGITAL PREMIER SERVICES LLC | 400 BERWYN PARK SUITE 200 BERWYN, PA 19312 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $786 | $786 | 5.00% |
| KISTLER TIFFANY BENEFITS3 Filed as: KISTLER TIFFANY BENEFITS GEN AGCNY | 400 BERYWN PARK STE 200899 BERWYN, PA 19312 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $651 | $2K | 17.00% |
| ENROLLEASE3 Filed as: ONEDIGITAL PREMIER SERVICES LLC | 400 BERWYN PARK STE 200 BERWYN, PA 19312 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $651 | $651 | 5.00% |
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 | 266 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 266 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTHCARE INSURANCE COMPANY | 232 | $124K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 253 | $122K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 120 | $92K |
| Stop-loss / reinsurancereinsurance | MERITAIN HEALTH | 228 | $0 |
| Other(4 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 253 | $172K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 253 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.