| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MCGRIFF INSURANCE SERVICES INC3 | PO BOX 896620 CHARLOTTE, NC 28289 | HIGHMARK, INC. | $38K | — | $38K | 2.53% |
| BETHANY L ANDERSON3 Filed as: BETHANY ANDERSON | PO BOX 3562 ALLENTOWN, PA 18106 | AFLAC | $6K | $284 | $6K | 15.03% |
| WENDY M BOONE3 Filed as: WENDY BOONE | 1901 SEIPSTOWN RD FOGELSVILLE, PA 18051 | AFLAC | $1K | $66 | $1K | 2.68% |
| JOSEPH B MCGINTY JR3 Filed as: JOSEPH MCGINTY JR | 2202 CROSS CREEK RD MACUNGIE, PA 18062 | AFLAC | $963 | $66 | $1K | 2.39% |
| DENTON QUICK3 | 2202 WELLINGTON BLVD WYOMISSING, PA 19610 | AFLAC | $327 | — | $327 | 0.76% |
| JUSTIN P ABRAHAM3 Filed as: JUSTIN ABRAHAM | 3841 HIGHPOINT DR ALLENTOWN, PA 18103 | AFLAC | $324 | — | $324 | 0.75% |
| MORGAN ALMODOVAR3 | 438 MYER TER LEOLA, PA 17540 | AFLAC | $237 | — | $237 | 0.55% |
| JACQUELINE EBERZ3 | 98 LAMP POST RD NEW BRITAIN, PA 18901 | AFLAC | $154 | — | $154 | 0.36% |
| QUENTIN C KENT3 Filed as: QUENTIN KENT | PO BOX 3562 ALLENTOWN, PA 18106 | AFLAC | $149 | — | $149 | 0.35% |
| EDWARD F MROWKA JR3 Filed as: EDWARD MROWKA JR | 5106 TIMBER LN SCHNECKSVILLE, PA 18078 | AFLAC | $51 | — | $51 | 0.12% |
| DIANNE L MARTIN3 Filed as: DIANNE MARTIN | 2230 CAROLINE LN HARRISBURG, PA 17110 | AFLAC | $49 | — | $49 | 0.11% |
| STEPHEN D BISSELL3 Filed as: STEPHEN BISSELL | 5465 AMANDA DR LAURYS STATION, PA 18059 | AFLAC | $47 | — | $47 | 0.11% |
| ANTHONY ALMODOVAR3 | 3605 VARTAN WAY STE 304 HARRISBURG, PA 17110 | AFLAC | $33 | — | $33 | 0.08% |
| KEVIN W KREPINEVICH3 Filed as: KEVIN KREPINEVICH | 4091 E TEXAS RD ALLENTOWN, PA 18103 | AFLAC | $21 | — | $21 | 0.05% |
| MATTHEW G BERGER3 Filed as: MATTHEW BERGER | 22 SUNNYSIDE RD PHILADELPHIA, PA 19125 | AFLAC | $15 | — | $15 | 0.03% |
| JAMES BROOKS3 | 101 COPPER BEECH LN WOMELSDORF, PA 19567 | AFLAC | $9 | — | $9 | 0.02% |
| IRENE E BROOKS3 Filed as: IRENE BROOKS | 101 COPPER BEECH LN WOMESLDORF, PA 19567 | AFLAC | $6 | — | $6 | 0.01% |
| DARREN RIDDLE3 | 7850 AVONDALE TER HARRISBURG, PA 17112 | AFLAC | $5 | — | $5 | 0.01% |
| RYAN GOLDBERG3 | 103 CHURCH ST #3 PHILADELPHIA, PA 19106 | AFLAC | $4 | — | $4 | 0.01% |
| ANGELA MASSARELLI3 | 30 WATERFRONT WAY HAMMONTON, NJ 08037 | AFLAC | $4 | — | $4 | 0.01% |
| MARTIN E BYSTROM3 Filed as: MARTIN BYSTROM | 253 MINORCA BEACH WAY APT 305 NEW SMYRNA BEACH, FL 32169 | AFLAC | $3 | — | $3 | 0.01% |
| MARK D BARBIER3 Filed as: MARK BARBIER | 23 CROYDON LN OAK BROOK, IL 60523 | AFLAC | $2 | — | $2 | 0.00% |
| CHRISTOPHER A LUPP3 Filed as: CHRISTOPHER LUPP | 5010 E TRINDLE RD STE 201 MECHANICSBURG, PA 17050 | AFLAC | $1 | — | $1 | 0.00% |
| BETHANY L ANDERSON3 Filed as: BETHANY ANDERSON | PO BOX 3562 ALLENTOWN, PA 18106 | AFLAC | $368 | $29 | $397 | 6.29% |
| DENTON QUICK3 | 2202 WELLINGTON BLVD WYOMISSING, PA 18051 | AFLAC | $128 | — | $128 | 2.03% |
| WENDY M BOONE3 Filed as: WENDY BOONE | 1901 SEIPSTOWN RD FOGELSVILLE, PA 18051 | AFLAC | $86 | $7 | $93 | 1.47% |
| JACQUELINE EBERZ3 | 98 LAMP POST RD NEW BRITAIN, PA 18901 | AFLAC | $60 | — | $60 | 0.95% |
| QUENTIN C KENT3 Filed as: QUENTIN KENT | PO BOX 3562 ALLENTOWN, PA 18106 | AFLAC | $48 | — | $48 | 0.76% |
| JOSEPH B MCGINTY JR3 Filed as: JOSEPH MCGINTY JR | 2202 CROSS CREEK RD MACUNGIE, PA 18062 | AFLAC | $40 | $7 | $47 | 0.74% |
| BETHANY L ANDERSON3 Filed as: BETHANY ANDERSON | PO BOX 3562 ALLENTOWN, PA 18106 | AFLAC | $716 | $28 | $744 | 25.00% |
| JOSEPH B MCGINTY JR3 Filed as: JOSEPH MCGINTY JR | 2202 CROSS CREEK RD MACUNGIE, PA 18062 | AFLAC | $103 | $6 | $109 | 3.66% |
| WENDY M BOONE3 Filed as: WENDY BOONE | 1901 SEIPSTOWN RD FOGELSVILLE, PA 18051 | AFLAC | $91 | $6 | $97 | 3.26% |
| JUSTIN P ABRAHAM3 Filed as: JUSTIN ABRAHAM | 3841 HIGHPOINT DR ALLENTOWN, PA 18103 | AFLAC | $69 | — | $69 | 2.32% |
| DENTON QUICK3 | 2202 WELLINGTON BLVD WYOMISSING, PA 19610 | AFLAC | $26 | — | $26 | 0.87% |
| JACQUELINE EBERZ3 | 96 LAMP POST RD NEW BRITAIN, PA 18901 | AFLAC | $12 | — | $12 | 0.40% |
| QUENTIN C KENT3 Filed as: QUENTIN KENT | PO BOX 3562 ALLENTOWN, PA 18106 | AFLAC | $10 | — | $10 | 0.34% |
| MCGRIFF INSURANCE SERVICES INC3 | PO BOX 896620 CHARLOTTE, NC 28289 | USABLE LIFE | $500 | — | $500 | 18.42% |
| CONSOLIDATED BENEFITS INC3 | 2500 ELMERTON AVE HARRISBURG, PA 17110 | USABLE LIFE | $136 | — | $136 | 5.01% |
| HAMPSON MOWRER AGENCY LLC3 Filed as: HAMPSON MOWRER AGENCY INC | 54 COMMERCE WAY BETHLEHEM, PA 18017 | USABLE LIFE | $43 | — | $43 | 1.58% |
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 | 158 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 158 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | HIGHMARK, INC. | 254 | $1.5M |
| Dental | HIGHMARK, INC. | 254 | $1.5M |
| Vision | HIGHMARK, INC. | 254 | $1.5M |
| Life insurance | USABLE LIFE | 44 | $3K |
| Short-term disability(3 contracts) | AFLAC | 32 | $52K |
| Prescription drug | HIGHMARK, INC. | 254 | $1.5M |
| Other(4 contracts, 2 carriers) | AFLAC | 44 | $55K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 254 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.