| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| JAN N HEIMBAUGH3 | 120 OLD ROUTE 322 SPRING MILLS, PA 16875 | GEISINGER HEALTH PLAN | $69K | $0 | $69K | — |
| JAN N HEIMBAUGH3 | 120 OLD ROUTE 322 SPRING MILLS, PA 16875 | SUN LIFE ASSURANCE COMPANY OF CANADA | $4K | — | $4K | — |
| KENNETH LITWILLER3 | 418 S WHEATLAND DR GOSHEN, IN 46526 | AFLAC | $281 | — | $281 | — |
| JODY D MARSHALL3 | 514 BEAUMONT DR STATE COLLEGE, PA 16801 | AFLAC | $226 | — | $226 | — |
| BILLY M CRAIN3 | 1026 RHODES LN BROOKVILLE, PA 15825 | AFLAC | $96 | — | $96 | — |
| DENISE SNYDER3 | 1121 SEIBERT RD BELLEFONTE, PA 16823 | AFLAC | $95 | — | $95 | — |
| JOHN E HRIVNAK3 | 3900 INDUSTRIAL PARK DR STE 11 ALTOONA, PA 16602 | AFLAC | $70 | — | $70 | — |
| DANIEL J KUDRNA3 | 2111 CROCKETT AVE VALPARAISO, IN 46383 | AFLAC | $48 | — | $48 | — |
| BETH B ROBBINS3 | 2162 N OAK LN STATE COLLEGE, PA 16603 | AFLAC | $42 | — | $42 | — |
| LYDIA E MCMURRAY3 Filed as: LYDIA E. MCMURRAY | 1102 EUREKA TRAIL LONGS, SC 29568 | AFLAC | $36 | — | $36 | — |
| AMBER D MARSHALL3 | 514 BEAUMONT DR STATE COLLEGE, PA 16801 | AFLAC | $34 | — | $34 | — |
| JENNIFER ROBIN HRIVNAK3 | 3900 INDUSTRIAL PARK DR STE 11 ALTOONA, PA 16602 | AFLAC | $30 | — | $30 | — |
| BRIAN W PATTEN3 | 120 MARQUIRITE DR STE 101 CRANBERRY TOWNSHIP, PA 16068 | AFLAC | $30 | — | $30 | — |
| MARIO HAIFA3 | 216 WARWICK DR PITTSBURGH, PA 15241 | AFLAC | $27 | — | $27 | — |
| JAN N HEIMBAUGH3 | 120 OLD ROUTE 322 SPRING MILLS, PA 16875 | AFLAC | $22 | — | $22 | — |
| TYE ELLIOT3 | 1300 N INDEPENDENCE CT GERMANTOWN HILLS, IL 61548 | AFLAC | $11 | — | $11 | — |
| SHARON R GRANT3 Filed as: SHARON R. GRANT | 4975 KINGSTON WAY NAPLES, FL 34119 | AFLAC | $9 | — | $9 | — |
| JOY GRUBE PADGELEK3 | 1195 WASHINGTON PIKE STE 300 BRIDGEVILLE, PA 15017 | AFLAC | $6 | — | $6 | — |
| ANDREW POWELL3 | 1 PERSIMMON DRIVE BOILING SPRINGS, PA 17007 | AFLAC | $6 | — | $6 | — |
| TIMOTHY R QUINLAN3 | 137 SEMICONON LN RENFREW, PA 16053 | AFLAC | $5 | — | $5 | — |
| THE TORRES GROUP LLC3 | 1750 FARMINTON CIRCLE WELLINTOWN, TN 37919 | AFLAC | $5 | — | $5 | — |
| JAMES G BRANDT3 | 47 MARVIN ST PORT MATILDA, PA 16870 | AFLAC | $3 | — | $3 | — |
| JOHN P FRICK3 | 724 HIGH ST EXT DUNBAR, PA 15431 | AFLAC | $2 | — | $2 | — |
| FREDERICK L ROSE3 | 3631 PUTTER POINT LN FORT MYERS, FL 33919 | AFLAC | $1 | — | $1 | — |
| KRISTIN J QUINLAN3 | 137 SEMICONON LN RENFREW, PA 16053 | AFLAC | $1 | — | $1 | — |
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 | 165 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 165 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | GEISINGER HEALTH PLAN | 327 | $0 |
| Dental | SUN LIFE ASSURANCE COMPANY OF CANADA | 166 | $0 |
| Life insurance | AFLAC | 16 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 327 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.