| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | DBA INSURANCE POINT AGENCY LLC 181 E 5600 S STE 240 SALT LAKE CITY, UT 84107 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $150K | $450K | $600K | 21.73% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | DBA INSURANCE POINT AGENCY LLC 181 E 5600 S STE 240 SALT LAKE CITY, UT 84107 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $112K | $201K | $312K | 15.08% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | DBA INSURANCE POINT AGENCY LLC 181 E 5600 S STE 240 SALT LAKE CITY, UT 84107 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $104K | $186K | $290K | 15.08% |
| THE PERZEL AGENCY INC3 | 7338 FRANKFORD AVENUE PHILADELPHIA, PA 19136 | AFLAC | $40K | $33 | $40K | 4.64% |
| CAESAR D WILLIAMS JR3 Filed as: CAESAR WILLIAMS JR | 123 S BROAD ST STE 1640 PHILADELPHIA, PA 19109 | AFLAC | $33K | $1K | $34K | 4.00% |
| KAY S WASHINGTON3 Filed as: KAY WASHINGTON | 651 EAST TOWNSHIP LINE ROAD PO BOX 762 BLUE BELL, PA 19422 | AFLAC | $28K | $2K | $30K | 3.52% |
| JOSE A SCHIENEMAN3 | 1020 N DELAWARE AVE 4TH FLR PHILADELPHIA, PA 19125 | AFLAC | $20K | $1K | $21K | 2.50% |
| CECILIA K WILLIAMS3 Filed as: CECILIA WILLIAMS | 1429 WALNUT STREET STE 601 PHILADELPHIA, PA 19103 | AFLAC | $13K | $1 | $13K | 1.53% |
| MATTHEW G BERGER3 | 22 SUNNYRIDGE RD PHILADELPHIA, PA 19125 | AFLAC | $8K | $1K | $9K | 1.09% |
| SUPPLEMENTAL BENEFITS GRP OF PA INC3 | 123 S BROAD ST STE 1640 PHILADELPHIA, PA 19140 | AFLAC | $6K | $3K | $9K | 1.05% |
| RICHARD C SMITH JR3 | 147 KINGSTON ROAD CHELTENHAM, PA 19012 | AFLAC | $7K | $667 | $8K | 0.88% |
| ROLAND CLOUGH3 | 12135 ACADEMY RD 65 PHILADELPHIA, PA 19154 | AFLAC | $6K | $1K | $7K | 0.87% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: ANITA M BROWN | 66900 SCHOMBURG RD APT 411 COLUMBUS, GA 31909 | AFLAC | $4K | $743 | $4K | 0.51% |
| AARON GEISER3 Filed as: AARON J GEISER | 1754 RED BUD RD QUAKERTOWN, PA 18951 | AFLAC | $4K | $456 | $4K | 0.49% |
| SUZANNE M PRATOWSKI3 | 933 WASHINGTON PLACE WAYNE, PA 19087 | AFLAC | $4K | $252 | $4K | 0.48% |
| DAVID V CUNNINGHAM3 | 399 GRANT AVE BEVERLY, NJ 08010 | AFLAC | $3K | $476 | $4K | 0.46% |
| RITA M HERINGTON3 | PO BOX 48 WALLINGFORD, PA 19086 | AFLAC | $3K | $177 | $3K | 0.36% |
| ROBERT TORRES3 | 68 BROOKVIEW LANE POTTSTOWN, PA 19464 | AFLAC | $2K | $211 | $3K | 0.31% |
| ALFRED J SANFORD3 | 6425 DREXEL RD PHILADELPHIA, PA 19151 | AFLAC | $3K | $1 | $3K | 0.30% |
| JOSEPH M. TOTH3 Filed as: JOSEPH M TOTH | 303 HERITAGE PLACE HOLLAND, PA 18966 | AFLAC | $2K | $265 | $2K | 0.29% |
| CHRISTINA WATTS3 | 2962 DORMAN AVE BROOMALL, PA 19008 | AFLAC | $2K | — | $2K | 0.28% |
| ELAINE JOHNSON3 | 73 OLD DUBLIN PIKE STE 10 321 DOYLESTOWN, PA 18901 | AFLAC | $2K | — | $2K | 0.18% |
| SYNTHIA ROBATEAU3 | 446 W COUNTRY CLUB DR WESTAMPTON, NJ 08060 | AFLAC | $1K | — | $1K | 0.17% |
| JOSEPH THOMAS3 | 21 MANCHESTER WAY BURLINGTON, NJ 08016 | AFLAC | $1K | — | $1K | 0.16% |
| SVETLANA ZEITLIN3 | 105 ADDIS DR CHURCHVILLE, PA 18966 | AFLAC | $988 | $91 | $1K | 0.13% |
| ERIC R MACDOUGALL3 | ONE NESHAMINY INTERPLEX SUITE 201 TREVOSE, PA 19053 | AFLAC | $727 | — | $727 | 0.08% |
| GOURDINE HOWE AND THOMAS INC3 | 21 MANCHESTER WAY BURLINGTON, NJ 08016 | AFLAC | $642 | — | $642 | 0.07% |
| DAMARIS SANTIAGO3 | 2727 RHAWN ST APT 5B PHILADELPHIA, PA 19152 | AFLAC | $580 | — | $580 | 0.07% |
| DEBORAH POPPERT3 | 1001 RAY COUSTIN WAY 1601 MURRELLS INLET, SC 29576 | AFLAC | $505 | — | $505 | 0.06% |
| VINCENT MORELLI3 | 746 5TH ST LYNDHURST, NJ 07071 | AFLAC | $449 | — | $449 | 0.05% |
| ANDREW J JUNIKIEWICZ JR3 Filed as: ANDREW J JUNKIEWICZ JR | 22 BROOK HOLLOW DR SINKING SPRING, PA 19543 | AFLAC | $435 | — | $435 | 0.05% |
| LAWRENCE C FAIN3 | 216 ARBOR CIRCLE CHESTER, PA 19013 | AFLAC | $408 | — | $408 | 0.05% |
| KARI M LAZARO3 Filed as: KARI LAZARO | 116 N BELLEVUE AVE UNIT 2 LANGHORNE, PA 19047 | AFLAC | $406 | — | $406 | 0.05% |
| LEROY MILES JR3 | 7100 CRESHEIM RD PHILADELPHIA, PA 19119 | AFLAC | $375 | — | $375 | 0.04% |
| TIMOTHY J GOULET3 Filed as: TIMOTHY GOULET | 7774 NAVARRE PKWY APT 1209 NAVARRE, FL 32566 | AFLAC | $352 | — | $352 | 0.04% |
| KEVIN M SMITH3 | 4065 REDBUD CR DOYLESTOWN, PA 18902 | AFLAC | $287 | — | $287 | 0.03% |
| EXSEPTIONAL SERVICES INC3 | 158 PRINTERS LANE NEW LONDON, NC 28127 | AFLAC | $193 | — | $193 | 0.02% |
| LISA KIM BOLLENBACHER3 | 71 CYPRESS PLACE NEWTOWN, PA 18940 | AFLAC | $171 | — | $171 | 0.02% |
| KELLY A JARRELL3 | 42 S 8TH ST APT C 6 PERKASIE, PA 18944 | AFLAC | $133 | — | $133 | 0.02% |
| TROY M MILES SINCLAIR3 | 3909 BIG LEAF LANE FORT WORTH, TX 76137 | AFLAC | $109 | — | $109 | 0.01% |
| JOANN S ZWAGERMAN3 | 8549 WILSHIRE BLVD SUITE 934 BEVERLY HILLS, CA 90211 | AFLAC | $89 | — | $89 | 0.01% |
| RHODA BARNETT3 | 12 HORSESHOE DRIVE BURLINGTON, NJ 08016 | AFLAC | $85 | — | $85 | 0.01% |
| THE PERZEL AGENCY INC3 Filed as: THE PERZEL AGENCY | 7338 FRANKFORD AVE PHILADELPHIA, PA 19136 | AFLAC | $72 | — | $72 | 0.01% |
| DIANNE A SAN LUIS3 | 1735 MARKET STREET SUITE A457 PHILADELPHIA, PA 19103 | AFLAC | $65 | — | $65 | 0.01% |
| SANDRA AMOAKO3 | PO BOX 1032 BOYLSTON, MA 01505 | AFLAC | $61 | — | $61 | 0.01% |
| TODD S SHIPLEY3 | PO BOX 261 BEDFORD, PA 15522 | AFLAC | $51 | — | $51 | 0.01% |
| AMOS PAUL3 | 166 ARDMORE AVENUE LANSDOWNE, PA 19050 | AFLAC | $36 | — | $36 | 0.00% |
| FRED R BOHRMAN3 Filed as: FRED BOHRMAN | 2732 ELYSIA LANE AUDUBON, PA 19403 | AFLAC | $34 | — | $34 | 0.00% |
| GERRY S SHIPLEY3 Filed as: GERRY SHIPLEY | PO BOX 261 BEDFORD, PA 15522 | AFLAC | $34 | — | $34 | 0.00% |
| STEPHANIE J RITTNER3 | 109 FONTAINE CT MONROE TOWNSHIP, NJ 08831 | AFLAC | $31 | — | $31 | 0.00% |
| DOROTHY ANN LEARY3 | 451 S BRYN MAWR AVENUE BRYN MAWR, PA 19010 | AFLAC | $29 | — | $29 | 0.00% |
| MICHAEL CAVANAUGH3 Filed as: MICHAEL V CAVANAUGH | 2013 SOUTH 13TH STREET PHILADELPHIA, PA 19148 | AFLAC | $27 | — | $27 | 0.00% |
| THOMAS B DAVIS3 | 835 ROSEHILL DR KING OF PRUSSIA, PA 19406 | AFLAC | $24 | — | $24 | 0.00% |
| GABOR JOZSEF SZOKOLYAI3 Filed as: GABOR JOSEF SZOKOLYAI | 206 E PENNSYLVANIA BLVD FEASTERVILLE TREVOSE, PA 19053 | AFLAC | $21 | — | $21 | 0.00% |
| MICHELE L BOGRETTE3 | 989 BEAR TAVERN RD TRENTON, NJ 08628 | AFLAC | $19 | — | $19 | 0.00% |
| THOMAS J POPPERT3 | 1762 MIDDLETOWN ROAD GLEN MILLS, PA 19342 | AFLAC | $19 | — | $19 | 0.00% |
| CHARLES R HARRISON JR3 | 2826 MOUNT CARMEL AVE STE D GLENSIDE, PA 19038 | AFLAC | $18 | — | $18 | 0.00% |
| SUSAN SHIPLEY3 | PO BOX 261 BEDFORD, PA 15522 | AFLAC | $16 | — | $16 | 0.00% |
| WILLIAM JOHNSON3 | 471 WATERFORDS EDGE CT ATCO, NJ 08004 | AFLAC | $14 | — | $14 | 0.00% |
| MATTHEW T OHANLON3 | PO BOX 978 CONSHOHOCKEN, PA 19428 | AFLAC | $14 | — | $14 | 0.00% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES PA INC | 2600 KELLY ROAD 300 WARRINGTON, PA 18976 | AFLAC | $13 | — | $13 | 0.00% |
| LISA J NERIS3 | 425 STOCKTON LOOP WILLIAMSTOWN, NJ 08094 | AFLAC | $12 | — | $12 | 0.00% |
| MICHELLE BROSKEY3 | 9 BELLWOOD DR FEASTERVILLE, PA 19053 | AFLAC | $10 | — | $10 | 0.00% |
| CONLON AND ASSOCIATES LLC3 | 653 SOUTH GULPH RD KING OF PRUSSIA, PA 19406 | AFLAC | $10 | — | $10 | 0.00% |
| JOANN HARTSOCK3 | 1214 EASTON ROAD SUITE 100 WARRINGTON, PA 18976 | AFLAC | $10 | — | $10 | 0.00% |
| THOMAS W BOSTON3 Filed as: THOMAS WORKMAN | PO BOX 17761 COVINGTON, KY 41017 | AFLAC | $7 | — | $7 | 0.00% |
| CAROLYN E MORRISON3 Filed as: CAROLYN E ABERNATHY | 55 EAST END AVENUE CARNEYS POINT, NJ 08069 | AFLAC | $7 | — | $7 | 0.00% |
| ROGERS BENEFIT GROUP INC3 Filed as: TIMOTHY J ROGERS | PO BOX 781 GLENSIDE, PA 19038 | AFLAC | $7 | — | $7 | 0.00% |
| DENISE R MARSHALL3 | 1622 W OLNEY AVENUE PHILADELPHIA, PA 19141 | AFLAC | $6 | — | $6 | 0.00% |
| DARLENE S DILLON3 | 282 SHELL ROAD CARNEYS POINT, NJ 08069 | AFLAC | $5 | — | $5 | 0.00% |
| MATTHEW W EVANS3 | 817 MAIDEN CHOICE LN STE 340 CATONSVILLE, MD 21228 | AFLAC | $5 | — | $5 | 0.00% |
| BRADFORD S TIFFANY3 | 123 RAMSGATE DRIVE PHOENIXVILLE, PA 19460 | AFLAC | $4 | — | $4 | 0.00% |
| JOHN H DILLON3 | 69 EAST END AVE CARNEYS POINT, NJ 08069 | AFLAC | $3 | — | $3 | 0.00% |
| SBHU LIFE AGENCY, INC.3 Filed as: SBHU LIFE AGENCY INC | MSSB ANNUITY AND INSURANCE SERVICES 201 PLAZA 2 7TH FLOOR JERSEY CITY, NJ 07311 | AFLAC | $3 | — | $3 | 0.00% |
| BONNIE DROBNES3 | 118 BEAUMONT PL LOWER GWYNEDD, PA 19002 | AFLAC | $3 | — | $3 | 0.00% |
| ALISON D SCHLOSSER3 | 302 DRAPER LANE PHOENIXVILLE, PA 19460 | AFLAC | $3 | — | $3 | 0.00% |
| LISA J SEPESI3 Filed as: LISA SEPESI | 158 PRINTERS LANE NEW LONDON, NC 28127 | AFLAC | $1 | — | $1 | 0.00% |
| HOOK ENTERPRISES LLC3 | 5 GREAT VALLEY PARKWAY SUITE 100 MALVERN, PA 19355 | AFLAC | $1 | — | $1 | 0.00% |
| CAROLINE D MORNINGSTAR3 | 11285 DOVEDALE CT 2ND FLOOR MARRIOTTSVILLE, MD 21104 | AFLAC | $1 | — | $1 | 0.00% |
| KANDIS PERRY3 | 817 MAIDEN CHOICE LN STE 340 CATONSVILLE, MD 21228 | AFLAC | $1 | — | $1 | 0.00% |
| DAVID MORNINGSTAR3 | 11285 DOVEDALE CT 2ND FLOOR MARRIOTTSVILLE, MD 21104 | AFLAC | $1 | — | $1 | 0.00% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | DBA INSURANCE POINT AGENCY LLC 181 E 5600 S STE 240 SALT LAKE CITY, UT 84107 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $7K | $12K | $18K | 15.08% |
| CAESAR D WILLIAMS JR3 | 123 S BROAD ST STE 1640 PHILADELPHIA, PA 19109 | AFLAC | $1K | — | $1K | 1.84% |
| THE PERZEL AGENCY INC3 | 7338 FRANKFORD AVE PHILADELPHIA, PA 19136 | AFLAC | $1K | — | $1K | 1.81% |
| KARI M LAZARO3 | 116 N BELLEVUE AVE UNIT 2 LANGHORNE, PA 19047 | AFLAC | $812 | — | $812 | 1.27% |
| LEROY MILES JR3 | 7100 CRESHEIM RD PHILADELPHIA, PA 19119 | AFLAC | $542 | — | $542 | 0.85% |
| SUPPLEMENTAL BENEFITS GRP OF PA INC3 | 123 S BROAD ST STE 1640 PHILADELPHIA, PA 19109 | AFLAC | $505 | — | $505 | 0.79% |
| TIMOTHY J GOULET3 | 7774 NAVARRE PKWY APT 1209 NAVARRE, FL 32566 | AFLAC | $498 | — | $498 | 0.78% |
| LISA KIM BOLLENBACHER3 | 71 CYPRESS PLACE NEWTOWN, PA 18940 | AFLAC | $353 | — | $353 | 0.55% |
| ERIC R MACDOUGALL3 | ONE NESHAMINY INTERPLEX SUITE 201 TREVOSE, PA 19053 | AFLAC | $293 | — | $293 | 0.46% |
| EXSEPTIONAL SERVICES INC3 | 158 PRINTERS LN NEW LONDON, NC 28127 | AFLAC | $275 | — | $275 | 0.43% |
| KAY S WASHINGTON3 | 651 EAST TOWNSHIP LINE ROAD PO BOX 762 BLUE BELL, PA 19422 | AFLAC | $243 | — | $243 | 0.38% |
| MICHELE L BOGRETTE3 | 989 BEAR TAVERN RD TRENTON, NJ 08628 | AFLAC | $175 | — | $175 | 0.27% |
| KELLY A JARRELL3 | 42 S 8TH ST APT C 6 PERKASIE, PA 18944 | AFLAC | $107 | — | $107 | 0.17% |
| MICHAEL CAVANAUGH3 | 2013 SOUTH 13TH STREET PHILADELPHIA, PA 19148 | AFLAC | $106 | — | $106 | 0.17% |
| ALAN SAYLOR3 Filed as: ALAN D SAYLOR | 650 GARFIELD DR ELIZABETHTOWN, PA 17022 | AFLAC | $54 | — | $54 | 0.08% |
| DEBORAH S GOLDEN3 Filed as: DEBORAH L POPPERT | 1001 RAY COSTIN WAY UNIT 1601 MURRELLS INLET, SC 29576 | AFLAC | $42 | — | $42 | 0.07% |
| ARTHUR B GOLDBERG3 | 1741 ACADEMY LANE HAVERTOWN, PA 19083 | AFLAC | $41 | — | $41 | 0.06% |
| THOMAS J POPPERT3 | 1001 RAY COSTIN WAY UNIT 1601 MURRELLS INLET, SC 29576 | AFLAC | $41 | — | $41 | 0.06% |
| SANDRA AMOAKO3 | PO BOX 1032 BOYLSTON, MA 01505 | AFLAC | $37 | — | $37 | 0.06% |
| STUART C WEBBER3 | 6405 LILAC CT UPPER GWYNEDD, PA 19466 | AFLAC | $24 | — | $24 | 0.04% |
| LISA J NERIS3 | 425 STOCKTON LOOP WILLIAMSTOWN, NJ 08094 | AFLAC | $21 | — | $21 | 0.03% |
| TONY J DELBEN3 Filed as: TONY J DELBIN | 143 SANDREED DR MOORESVILLE, NC 28117 | AFLAC | $20 | — | $20 | 0.03% |
| ERIC R MACDOUGALL3 | ONE NESHAMINY INTERPLEX SUITE 201 TREVOSE, PA 19053 | AFLAC | $16 | — | $16 | 0.03% |
| GERRY S SHIPLEY3 | PO BOX 261 BEDFORD, PA 15522 | AFLAC | $15 | — | $15 | 0.02% |
| ROBERT TORRES3 | 68 BROOKVIEW LANE POTTSTOWN, PA 19464 | AFLAC | $14 | — | $14 | 0.02% |
| CECILIA K WILLIAMS3 | 1429 WALNUT STREET STE 601 PHILADELPHIA, PA 19102 | AFLAC | $14 | — | $14 | 0.02% |
| SUSAN SHIPLEY3 | PO BOX 261 BEDFORD, PA 15522 | AFLAC | $13 | — | $13 | 0.02% |
| DIANNE A SAN LUIS3 | 1735 MARKET STREET SUITE A457 PHILADELPHIA, PA 19103 | AFLAC | $13 | — | $13 | 0.02% |
| MINERVA BAEZ3 | 6241 LAWNDALE AVE PHILADELPHIA, PA 19111 | AFLAC | $11 | — | $11 | 0.02% |
| GOURDINE HOWE AND THOMAS INC3 | 21 MANCHESTER WAY BURLINGTON, NJ 08016 | AFLAC | $5 | — | $5 | 0.01% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | DBA INSURANCE POINT AGENCY LLC 181 E 5600 S STE 240 SALT LAKE CITY, UT 84107 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $3K | $5K | $8K | 15.07% |
| THE PERZEL AGENCY INC3 | 7338 FRANKFORD AVE PHILADELPHIA, PA 19136 | AFLAC | $534 | — | $534 | 1.92% |
| CAESAR D WILLIAMS JR3 | 123 S BROAD ST STE 1640 PHILADELPHIA, PA 19140 | AFLAC | $497 | — | $497 | 1.79% |
| KARI M LAZARO3 | 116 N BELLEVUE AVE UNIT 2 LANGHORNE, PA 19047 | AFLAC | $268 | — | $268 | 0.96% |
| LEROY MILES JR3 | 7100 CRESHEIM RD PHILADELPHIA, PA 19119 | AFLAC | $238 | — | $238 | 0.86% |
| SUPPLEMENTAL BENEFITS GRP OF PA INC3 | 123 S BROAD ST STE 1640 PHILADELPHIA, PA 19109 | AFLAC | $224 | — | $224 | 0.80% |
| TIMOTHY J GOULET3 | 7774 NAVARRE PKWY APT 1209 NAVARRE, FL 32566 | AFLAC | $200 | — | $200 | 0.72% |
| ERIC R MACDOUGALL3 | 1 NESHAMINY INTERPLEX STE 201 TREVOSE, PA 19053 | AFLAC | $160 | — | $160 | 0.57% |
| EXSEPTIONAL SERVICES INC3 | 158 PRINTERS LN NEW LONDON, NC 28127 | AFLAC | $122 | — | $122 | 0.44% |
| TODD S SHIPLEY3 | PO BOX 261 BEDFORD, PA 15522 | AFLAC | $121 | — | $121 | 0.43% |
| FRED R BOHRMAN3 Filed as: FRED BOHRMAN | 2732 ELYSIA LANE AUDUBON, PA 19403 | AFLAC | $109 | — | $109 | 0.39% |
| MICHELE L BOGRETTE3 | 989 BEAR TAVERN RD TRENTON, NJ 08628 | AFLAC | $100 | — | $100 | 0.36% |
| GERRY S SHIPLEY3 | PO BOX 261 BEDFORD, PA 15522 | AFLAC | $84 | — | $84 | 0.30% |
| JOEL STRAWLEY3 | 1155 CHARTER ROAD WARMINSTER, PA 18974 | AFLAC | $74 | — | $74 | 0.27% |
| KAY S WASHINGTON3 | 651 EAST TOWNSHIP LINE ROAD PO BOX 762 BLUE BELL, PA 19422 | AFLAC | $69 | — | $69 | 0.25% |
| TROY M MILES SINCLAIR3 | 3909 BIG LEAF LANE FORT WORTH, TX 76137 | AFLAC | $53 | — | $53 | 0.19% |
| CHARLES R HARRISON JR3 | 2826 MT CARMEL AVE STE D GLENSIDE, PA 19038 | AFLAC | $48 | — | $48 | 0.17% |
| GABOR JOZSEF SZOKOLYAI3 | 206 E PENNSYLVANIA BLVD FEASTERVILLE TREVOSE, PA 19053 | AFLAC | $46 | — | $46 | 0.17% |
| LISA J NERIS3 | 425 STOCKTON LOOP WILLIAMSTOWN, NJ 08094 | AFLAC | $37 | — | $37 | 0.13% |
| THOMAS B DAVIS3 | 835 ROSEHILL DR KING OF PRUSSIA, PA 19406 | AFLAC | $22 | — | $22 | 0.08% |
| RANDALL D NAFTAL3 Filed as: RANDALL D NAFTALL | 37 NORTH VALLEY ROAD 2 STATION SQUARE SUITE 201 PAOLI, PA 19301 | AFLAC | $20 | — | $20 | 0.07% |
| GEORGE J CERCEO3 | 4108 MILLMAN TRL DOWNINGTOWN, PA 19335 | AFLAC | $17 | — | $17 | 0.06% |
| RITA M HERINGTON3 | PO BOX 48 WALLINGFORD, PA 19086 | AFLAC | $14 | — | $14 | 0.05% |
| DOROTHY M PARRA3 | 1762 MIDDLETOWN RD GLEN MILLS, PA 19342 | AFLAC | $11 | — | $11 | 0.04% |
| ANDREW J JUNIKIEWICZ JR3 Filed as: ANDREW J JUNIKIWICZ JR | 22 MORGAN SPRING DRIVE MORGANTOWN, PA 19543 | AFLAC | $10 | — | $10 | 0.04% |
| THOMAS J POPPERT3 | 1001 RAY COSTIN WAY UNIT 1601 MURRELLS INLET, SC 29576 | AFLAC | $10 | — | $10 | 0.04% |
| ANTHONY JOSEPH CARDONE III3 | 2174 HENLEY COMMON HOLLAND, PA 18966 | AFLAC | $9 | — | $9 | 0.03% |
| DEBORAH S GOLDEN3 Filed as: DEBORAH L POPPERT | 1001 RAY COSTING WAY UNIT 1601 MURRELLS INLET, SC 29576 | AFLAC | $9 | — | $9 | 0.03% |
| STUART C WEBBER3 | 6405 LILAC CT UPPER GWYNEDD, PA 19446 | AFLAC | $7 | — | $7 | 0.03% |
| CECILIA K WILLIAMS3 | 1429 WALNUT STREET STE 601 PHILADELPHIA, PA 19102 | AFLAC | $4 | — | $4 | 0.01% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | DBA INSURANCE POINT AGENCY LLC 181 E 5600 S STE 240 SALT LAKE CITY, UT 84107 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $10K | $13K | $22K | 100.00% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN AND BROWN OF PENNSYLVANIA INC | 601 WALNUT ST SUITE 805 PHILADELPHIA, PA 19102 | FEDERAL INSURANCE COMPANY | $2K | — | $2K | 15.00% |
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 | 7,499 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 181 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 7,680 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | PERSONAL CHOICE 65 | 1 | $8K |
| Dental | UNITED CONCORDIA LIFE AND HEALTH INSURANCE COMPANY | 15,092 | $4.4M |
| Life insurance | RELIANCE STANDARD LIFE INSURANCE COMPANY | 7,515 | $1.9M |
| Long-term disability(2 contracts) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 4,684 | $2.1M |
| Prescription drug | PERSONAL CHOICE 65 | 1 | $8K |
| Other(7 contracts, 3 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 8,013 | $3.9M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 15,092 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.