| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LOESEL-SCHAAF INSURANCE AGENCY INC3 | 3537 WEST 12TH STREET ERIE, PA 16505 | UPMC HEALTH PLAN | $25K | — | $25K | 2.10% |
| LOESEL-SCHAAF INSURANCE AGENCY INC3 | 3537 WEST 12TH STREET ERIE, PA 16505 | UPMC HEALTH PLAN | $4K | — | $4K | 2.50% |
| LOESEL-SCHAAF INSURANCE AGENCY INC3 | 3537 W 12TH STREET ERIE, PA 16505 | DELTA DENTAL OF PENNSYLVANIA | $1K | $11K | $12K | 19.33% |
| LOESEL-SCHAAF INSURANCE AGENCY INC3 | 3537 W 12TH STREET ERIE, PA 16505 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $3K | — | $3K | 13.48% |
| LOESEL-SCHAAF INSURANCE AGENCY INC3 | 3537 W 12TH STREET ERIE, PA 16505 | HEARTLAND VISION | $745 | — | $745 | 5.00% |
| LOESEL-SCHAAF INSURANCE AGENCY INC3 | 3537 W 12TH STREET ERIE, PA 16505 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $1K | — | $1K | 10.00% |
| LOESEL-SCHAAF INSURANCE AGENCY INC3 | 3537 W 12TH STREET ERIE, PA 16505 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $1K | — | $1K | 10.60% |
| LOESEL-SCHAAF INSURANCE AGENCY INC3 | 3537 WEST 12TH STREET ERIE, PA 16505 | UPMC HEALTH PLAN | $233 | — | $233 | 2.48% |
| LOESEL-SCHAAF INSURANCE AGENCY INC3 | 3537 WEST 12TH STREET ERIE, PA 16505 | UPMC HEALTH PLAN | $139 | — | $139 | 2.49% |
| LOESEL-SCHAAF INSURANCE AGENCY INC3 | 3537 WEST 12TH STREET ERIE, PA 16505 | UPMC HEALTH PLAN | — | — | $0 | — |
| LOESEL-SCHAAF INSURANCE AGENCY INC3 | 3537 WEST 12TH STREET ERIE, PA 16505 | UPMC HEALTH PLAN | — | — | $0 | — |
| LOESEL-SCHAAF INSURANCE AGENCY INC3 | 3537 WEST 12TH STREET ERIE, PA 16505 | UPMC HEALTH PLAN | — | — | $0 | — |
| LOESEL-SCHAAF INSURANCE AGENCY INC3 | 3537 WEST 12TH STREET ERIE, PA 16505 | UPMC HEALTH PLAN | — | — | $0 | — |
| LOESEL-SCHAAF INSURANCE AGENCY INC3 | 3537 WEST 12TH STREET ERIE, PA 16506 | UPMC HEALTH PLAN | — | — | $0 | — |
| LOESEL-SCHAAF INSURANCE AGENCY INC3 | 3537 WEST 12TH STREET ERIE, PA 16505 | UPMC HEALTH PLAN | — | — | $0 | — |
| LOESEL-SCHAAF INSURANCE AGENCY INC3 | 3537 WEST 12TH STREET ERIE, PA 16506 | UPMC HEALTH PLAN | — | — | $0 | — |
| LOESEL-SCHAAF INSURANCE AGENCY INC3 | 3537 WEST 12TH STREET ERIE, PA 16506 | UPMC HEALTH PLAN | — | — | $0 | — |
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 | 161 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 161 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(12 contracts) | UPMC HEALTH PLAN | 198 | $1.4M |
| Dental | DELTA DENTAL OF PENNSYLVANIA | 328 | $61K |
| Vision | HEARTLAND VISION | 333 | $15K |
| Life insurance(2 contracts) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 156 | $27K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 156 | $23K |
| Other | RELIANCE STANDARD LIFE INSURANCE COMPANY | 156 | $12K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 333 | — |
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.