| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ENSCOE LONG INSURANCE GROUP LLC3 Filed as: ENSCOE LONG INSURANCE GROUP, LLC | 80 EMERSON LANE, SUITE 1301 BRIDGEVILLE, PA 15017 | UPMC HEALTH OPTIONS | $7K | — | $7K | 2.96% |
| ENSCOE LONG INSURANCE GROUP LLC3 Filed as: ENSCOE LONG INSURANCE GROUP, LLC | 80 EMERSON LANE, SUITE 1301 BRIDGEVILLE, PA 15017 | UPMC HEALTH OPTIONS | $7K | — | $7K | 3.01% |
| ENSCOE LONG INSURANCE GROUP LLC3 Filed as: ENSCOE LONG INSURANCE GROUP. LLC | 80 EMERSON LANE, SUITE 1301 BRIDGEVILLE, PA 15017 | UPMC HEALTH OPTIONS | $6K | — | $6K | 3.26% |
| ENSCOE LONG INSURANCE GROUP LLC3 Filed as: ENSCOE LONG INSURANCE GROUP, LLC | 80 EMERSON LANE, SUITE 1301 BRIDGEVILLE, PA 15017 | UPMC HEALTH OPTIONS | $4K | — | $4K | 3.08% |
| PENNSYLVANIA AUTO ASSOC INS AGY INC3 | 1925 N FRONT STREET HARRISBURG, PA 17105 | AMERICAN FIDELITY ASSURANCE COMPANY | $5K | $1K | $6K | 6.98% |
| PENNSYLVANIA AUTO ASSOC INS AGY INC3 | 1925 N FRONT STREET HARRISBURG, PA 17105 | AMERICAN FIDELITY ASSURANCE COMPANY | $367 | $93 | $460 | 0.52% |
| PENNSYLVANIA AUTO ASSOC INS AGY INC | 1925 N FRONT STREET HARRISBURG, PA 17105 | AMERICAN FIDELITY ASSURANCE COMPANY | $254 | — | $254 | 0.29% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | P.O. BOX 25360 OKLAHOMA CITY, OK 731250360 | AMERICAN FIDELITY ASSURANCE COMPANY | $193 | $34 | $227 | 0.26% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | P.O. BOX 25360 OKLAHOMA CITY, OK 731250360 | AMERICAN FIDELITY ASSURANCE COMPANY | -$3 | $62 | $59 | 0.07% |
| ENSCOE LONG INSURANCE GROUP LLC3 Filed as: ENSCOE LONG INSURANCE GROUP, LLC | 80 EMERSON LANE, SUITE 1301 BRIDGEVILLE, PA 15017 | UPMC HEALTH OPTIONS | $2K | — | $2K | 2.96% |
| ENSCOE LONG INSURANCE GROUP LLC3 Filed as: ENSCOE LONG INSURANCE GROUP, LLC | 80 EMERSON LANE, SUITE 1301 BRIDGEVILLE, PA 15017 | UPMC HEALTH OPTIONS | $2K | — | $2K | 3.07% |
| ENSCOE LONG INSURANCE GROUP LLC3 Filed as: ENSCOE LONG INSURANCE GROUP, LLC | 80 EMERSON LANE, SUITE 1301 BRIDGEVILLE, PA 15017 | UPMC HEALTH OPTIONS | $2K | — | $2K | 3.39% |
| ENSCOE LONG INSURANCE GROUP LLC3 | 80 EMERSON LANE, SUITE 1301 BRIDGEVILLE, PA 15017 | UPMC HEALTH OPTIONS | $1K | — | $1K | 3.00% |
| ENSCOE LONG INSURANCE GROUP LLC3 Filed as: ENSCOE LONG INSURANCE GROUP , LLC | 80 EMERSON LANE, SUITE 1301 BRIDGEVILLE, PA 15017 | UNITED CONCORDIA DENTAL PLANS OF AMERICA, INC. | $881 | — | $881 | 3.01% |
| ENSCOE LONG INSURANCE GROUP LLC3 | 80 EMERSON LANE SUITE 1301 BRIDGEVILLE, PA 15017 | VISION BENEFITS OF AMERICA | $436 | — | $436 | 3.50% |
| ENSCOE LONG INSURANCE GROUP LLC3 | EMERSON LANE SUITE 1301 BRIDGEVILLE, PA 15017 | AETNA LIFE INSURANCE CO | $870 | — | $870 | 12.39% |
| COLONIAL LIFE & ACCIDENT Filed as: COLONIAL LIFE ACCIDENT INSURANCE CO | PO BOX 1365 COLUMBIA, SC 292021365 | COLONIAL LIFE & ACCIDENT INSURANCE CO | $114 | — | $114 | 7.64% |
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 | 138 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 138 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(9 contracts, 2 carriers) | UPMC HEALTH OPTIONS | 128 | $1.1M |
| Dental | UNITED CONCORDIA DENTAL PLANS OF AMERICA, INC. | 134 | $29K |
| Vision | VISION BENEFITS OF AMERICA | 139 | $12K |
| Life insurance(3 contracts, 3 carriers) | AMERICAN FIDELITY ASSURANCE COMPANY | 178 | $96K |
| Short-term disability(2 contracts, 2 carriers) | AMERICAN FIDELITY ASSURANCE COMPANY | 128 | $89K |
| Long-term disability(2 contracts, 2 carriers) | AMERICAN FIDELITY ASSURANCE COMPANY | 128 | $89K |
| Other | AETNA LIFE INSURANCE CO | 178 | $7K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 178 | — |
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.