| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BUSINESS PLANNING SERVICE LLC3 Filed as: BUSINESS PLANNING SERVICE | 120 OLD ROUTE 322 SPRING MILLS, PA 16875 | GEISINGER HEALTH PLAN | $51K | — | $51K | — |
| JAN N HEIMBAUGH Filed as: JAN N. HEIMBAUGH | 120 OLD ROUTE 322 SPRING MILLS, PA 16875 | GEISINGER HEALTH PLAN | — | — | $0 | — |
| JAN N HEIMBAUGH3 Filed as: JAN N. HEIMBAUGH | 120 OLD ROUTE 322 SPRING MILLS, PA 16875 | UNION SECURITY INSURANCE COMPANY | $3K | — | $3K | — |
| JODY D MARSHALL3 Filed as: JODY D. MARSHALL | 514 BEAUMONT DRIVE STATE COLLEGE, PA 16801 | AFLAC | $382 | $27 | $409 | — |
| KENNETH LITWILLER3 | 418 SOURTH WHEATLAND DR GOSHEN, IN 46526 | AFLAC | $339 | — | $339 | — |
| JOHN E HRIVNAK3 | 3900 INDUSTRIAL PARK DR. STE. 11 ALTOONA, PA 16602 | AFLAC | $206 | $20 | $226 | — |
| RICK D GORDON3 Filed as: RICK D GORDAON | 111 S HIGHLAND ST DUBOIS, PA 15801 | AFLAC | $170 | — | $170 | — |
| DENISE SNYDER3 | 1121 SEIBERT ROAD BELLEFONTE, PA 16823 | AFLAC | $147 | — | $147 | — |
| JAN N HEIMBAUGH3 Filed as: JAN N. HEIMBAUGH | 120 OLD ROUTE 322 SPRING MILLS, PA 16875 | AFLAC | $110 | $34 | $144 | — |
| BILLY M CRAIN3 | 57 PICKERING STREET BROOKVILLE, PA 15825 | AFLAC | $125 | — | $125 | — |
| NORTH EAST EMPIRE INC3 Filed as: NORTH EAST EMPIRE INC. | 93 WOODSIDE ROAD DANVILLE, PA 17821 | AFLAC | $99 | — | $99 | — |
| JENNIFER ROBIN HRIVNAK3 | 3900 INDUSTRIAL PARK DRIVE STE 11 ALTOONA, PA 16602 | AFLAC | $83 | $10 | $93 | — |
| MARIO HAIFA3 | 1195 WASHINGTON PIKE STE 300 BRIDGEVILLE, PA 15017 | AFLAC | $44 | $14 | $58 | — |
| LYDIA E MCMURRAY3 | PO BOX 1172 LITTLE RIVER, SC 29566 | AFLAC | $52 | — | $52 | — |
| BETH B ROBBINS3 | 2162 N OAK LANCE STATE COLLEGE, PA 16803 | AFLAC | $50 | — | $50 | — |
| DANIEL J KUDRNA3 Filed as: DANIEL L KUDRNA | 2302 SHANNON DRIVE VALPARAISO, IN 46383 | AFLAC | $47 | — | $47 | — |
| BRIAN W PATTEN3 | 120 MARQUERITE DRIVE STE 101 CRANBERRY TOWNSHIP, PA 16066 | AFLAC | $30 | — | $30 | — |
| TIMOTHY R QUINLAN3 | 137 SEMICONON LANE RENFREW, PA 16053 | AFLAC | $26 | — | $26 | — |
| ANDREW POWELL3 | 1 PERSIMMON DRIVE BOILING SPRINGS, PA 17007 | AFLAC | $15 | $4 | $19 | — |
| TYE ELLIOT3 | 1300 N INDEPENDENCE COURT GERMANTOWN HILLS, IL 61548 | AFLAC | $12 | — | $12 | — |
| AMBER D MARSHALL3 | 514 BEAUMONT DR STATE COLLEGE, PA 16801 | AFLAC | $3 | — | $3 | — |
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 | 166 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 166 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | UNION SECURITY INSURANCE COMPANY | 164 | $0 |
| Life insurance | AFLAC | 24 | $0 |
| Short-term disability | AFLAC | 24 | $0 |
| Long-term disability | AFLAC | 24 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 328 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.