| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| STEVEN G SCHULTZ3 | 264 LEONARD STREET BLOOMSBURG, PA 17815 | AFLAC | $940 | — | $940 | 4.26% |
| JEFFREY CHUBB3 | 520 W FOURTH STREET STE 1A WILLIAMSPORT, PA 17701 | AFLAC | $414 | — | $414 | 1.88% |
| JOSEPH B MCGINTY JR3 | 520 W FOURTH STREET STE 1A WILLIAMSPORT, PA 17701 | AFLAC | $216 | — | $216 | 0.98% |
| C A LUPP INC3 Filed as: C A LUPP, INC. | 940 E PARK DRIVE STE 301 HARRISBURG, PA 17111 | AFLAC | $200 | — | $200 | 0.91% |
| SUSAN J CHUBB3 | 520 W FOURTH STREET STE 1A WILLIAMSPORT, PA 17701 | AFLAC | $153 | — | $153 | 0.69% |
| GEARY L WALIZER3 | PO BOX 946 LOCK HAVEN, PA 17745 | AFLAC | $51 | — | $51 | 0.23% |
| MATTHEW G BERGER3 | 22 SUNNYRIDGE ROAD PHILADELPHIA, PA 19125 | AFLAC | $45 | — | $45 | 0.20% |
| FRED A REEDER3 | 380 E MAIN STREET LOCK HAVEN, PA 17745 | AFLAC | $34 | — | $34 | 0.15% |
| JOHN M WASHO3 | 106 CEDAR BLUFF CT ALEDO, TX 76008 | AFLAC | $26 | — | $26 | 0.12% |
| JOSEPH B MCGINTY JR3 | 4949 LIBERTY LANE STE 310 ALLENTOWN, PA 18106 | AFLAC | $20 | — | $20 | 0.09% |
| MG BERGER INC3 | 1020 N DELAWARE AVE 4TH FLOOR PHILADELPHIA, PA 19125 | AFLAC | $6 | — | $6 | 0.03% |
| MARK D BARBIER3 | 802 DEER TRAIL LN OAK BROOK, IL 60523 | AFLAC | $6 | — | $6 | 0.03% |
| ANGELA MASSARELLI3 | 30 WATERFRONT WAY HAMMONTON, NJ 08037 | AFLAC | $2 | — | $2 | 0.01% |
| DARREN D RIDDLE3 | 7850 AVONDALE TERRACE HARRISBURG, PA 17112 | AFLAC | $2 | — | $2 | 0.01% |
| RYAN K GOLDBERG3 | 103 CHURCH STREET #3 PILADELPHIA, PA 19106 | AFLAC | $2 | — | $2 | 0.01% |
| MARTIN E BYSTROM3 | 333 OVERLOOK LANE GULPH MILLS, PA 19428 | AFLAC | $1 | — | $1 | 0.00% |
| IRENE E BROOKS3 | 833 NORTH PARK ROAD SUITE 220 READING, PA 19610 | AFLAC | $1 | — | $1 | 0.00% |
| CONSOLIDATED BENEFITS INC3 Filed as: CONSOLIDATED BENEFITS INC. | 2500 ELMERTON AVE HARRISBURG, PA 17177 | COMPANION LIFE | $3K | — | $3K | 14.07% |
| CONSOLIDATED BENEFITS INC3 Filed as: CONSOLIDATED BENEFITS INC. | 2500 ELMERTON AVE HARRISBURG, PA 17177 | COMPANION LIFE | $1K | — | $1K | 22.69% |
| CONSOLIDATED BENEFITS INC3 Filed as: CONSOLIDATED BENEFITS INC. | 2500 ELMERTON AVE. HARRISBURG, PA 17177 | COMPANION LIFE | $56 | — | $56 | 17.13% |
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 | 107 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 26 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 133 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | AFLAC | 24 | $22K |
| Life insurance(3 contracts) | COMPANION LIFE | 107 | $25K |
| Short-term disability | AFLAC | 24 | $22K |
| Long-term disability | AFLAC | 24 | $22K |
| Stop-loss / reinsurancereinsurance | AVALON INSURANCE COMPANY | 89 | $212K |
| Other(4 contracts, 2 carriers) | AFLAC | 107 | $47K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 107 | — |
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."
No prospect flags tripped on this filing.