| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LOESEL-SCHAAF INSURANCE AGENCY INC Filed as: LOESEL SCHAAF INSURANCE AGENCY INC. | 3537 WEST 12 STREET ERIE, PA 16505 | UPMC HEALTH PLAN | $10K | — | $10K | 2.00% |
| LOESEL-SCHAAF INSURANCE AGENCY INC3 Filed as: LOESEL SCHAAF INSURANCE AGENCY INC. | 3537 WEST 12TH STREET ERIE, PA 16505 | AETNA LIFE INSURANCE CO. | $5K | — | $5K | 8.32% |
| LOESEL-SCHAAF INSURANCE AGENCY INC Filed as: LOESEL SCHAAF INSURANCE AGENCY INC. | 3537 WEST 12TH STREET ERIE, PA 16505 | UPMC HEALTH PLAN | $627 | — | $627 | 2.00% |
| LOESEL-SCHAAF INSURANCE AGENCY INC Filed as: LOESEL SCHAAF INSURANCE AGENCY INC. | 3537 WEST 12TH STREET ERIE, PA 16505 | UPMC HEALTH PLAN | $393 | — | $393 | 2.00% |
| LOESEL-SCHAAF INSURANCE AGENCY INC3 Filed as: LOESEL SCHAAF INS. AGENCY, INC. | 3537 WEST 12TH STREET ERIE, PA 16505 | NATIONAL VISION ADMINISTRATORS LLC | $387 | — | $387 | 5.00% |
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 | 133 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 133 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts) | UPMC HEALTH PLAN | 98 | $542K |
| Dental | AETNA LIFE INSURANCE CO. | 133 | $56K |
| Vision | NATIONAL VISION ADMINISTRATORS LLC | 124 | $8K |
| Life insurance | AETNA LIFE INSURANCE CO. | 133 | $56K |
| Short-term disability | AETNA LIFE INSURANCE CO. | 133 | $56K |
| Other | AETNA LIFE INSURANCE CO. | 133 | $56K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 133 | — |
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.