| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CONNER STRONG & BUCKELEW3 | TRIAD1828 CENTRE 2 COOPER STREET, P.O.BOX 99106 CAMDEN, NJ 08101 | AETNA LIFE INSURANCE CO. | $3K | — | $3K | 6.62% |
| ENGLE-HAMBRIGHT & DAVIES, INC.3 Filed as: ENGLE-HAMBRIGHT & DAVIES INC. | 1857 WILLIAM PENN WAY PO BOX 11600 LANCASTER, PA 17601 | AFLAC | $725 | — | $725 | 3.29% |
| CHRISTIAN D SANTIAGO3 | 121 TUDOR LANE BIRDSBORO, PA 19508 | AFLAC | $539 | — | $539 | 2.45% |
| DAVID B SPENCER3 | 303 GOLF RD MYERSTOWN, PA 17067 | AFLAC | $448 | — | $448 | 2.03% |
| ANTHONY S ALMODOVAR3 | 3605 VARTAN WAY STE 304 HARRISBURG, PA 17110 | AFLAC | $282 | — | $282 | 1.28% |
| BETH ANN RIDER3 | 1 LAUREN LN EPHRATA, PA 17522 | AFLAC | $224 | — | $224 | 1.02% |
| ENROLLEASE3 Filed as: MARK A CLARKE | 317 WILLOW AVE CAMP HILL, PA 17011 | AFLAC | $80 | — | $80 | 0.36% |
| BRAD ANDREW NELSON3 Filed as: BRAD GOLDSMITH | 913 SHIREMONT DR MECHANICSBURG, PA 17050 | AFLAC | $64 | — | $64 | 0.29% |
| BRYAN LIBBY3 Filed as: BRYAN DALE LIBBY | PO BOX 554 HILLARD, FL 32046 | AFLAC | $1 | — | $1 | 0.00% |
| ENGLE-HAMBRIGHT & DAVIES, INC.3 Filed as: ENGLE-HAMBRIGHT & DAVIES INC. | 1857 WILLIAM PENN WAY PO BOX 11600 LANCASTER, PA 17601 | AFLAC | $432 | — | $432 | 4.57% |
| CHRISTOPHER C HAYWARD3 | 4921 BONSAI CIR APT 211 PALM BEACH GARDENS, FL 33418 | AFLAC | $134 | — | $134 | 1.42% |
| CHRISTIAN D SANTIAGO3 | 121 TUDOR LN BIRDSBORO, PA 19508 | AFLAC | $90 | — | $90 | 0.95% |
| BRYAN LIBBY3 Filed as: BRYAN DALE LIBBY | PO BOX 554 HILLIARD, FL 32046 | AFLAC | $85 | — | $85 | 0.90% |
| DAVID C SWEIGARD3 | 2603 PELLICER RD SAINT AUGUSTINE, FL 32092 | AFLAC | $44 | — | $44 | 0.47% |
| JAMEY MILLER INC3 Filed as: JAMEY MILLER INC. | 12942 193RD AVE E BONNEY LAKE, WA 98391 | AFLAC | $35 | — | $35 | 0.37% |
| DAVID B SPENCER3 | 303 GOLF RD MYERSTOWN, PA 17067 | AFLAC | $34 | — | $34 | 0.36% |
| TALLON AND ASSOCIATES INC3 | PO BOX 30668 PALM BEACH GARDENS, FL 33420 | AFLAC | $30 | — | $30 | 0.32% |
| ANTHONY S ALMODOVAR3 | 3605 VARTAN WAY STE 304 HARRISBURG, PA 17110 | AFLAC | $28 | — | $28 | 0.30% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1501 REESDALE ST STE 2005 PITTSBURGH, PA 15233 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $254 | — | $254 | 4.02% |
| PENTRA LLC3 Filed as: PENTRA, LLC | 202 920 CASSATT RD. BERWYN, PA 19312 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $115 | — | $115 | 1.82% |
| ENGLE-HAMBRIGHT & DAVIES, INC.3 | P.O. BOX 11600 LANCASTER, PA 17605 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $51 | — | $51 | 0.81% |
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 | 763 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 11 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 774 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 3 carriers) | AETNA LIFE INSURANCE CO. | 438 | $90K |
| Vision | VISION BENEFITS OF AMERICA | 476 | $49K |
| Short-term disability(3 contracts, 2 carriers) | AFLAC | 32 | $38K |
| Other(6 contracts, 5 carriers) | AETNA LIFE INSURANCE CO. | 763 | $124K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 763 | — |
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.