| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| DIGITAL INSURANCE LLC3 | 200 GALLERIA PKWY SE STE 1950 ATLANTA, GA 30339 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $2K | $3K | 9.64% |
| KISTLER TIFFANY BENEFITS3 Filed as: KISTLER TIFFANY BENEFITS GEN AGENCY | 400 BERWYN PARK STE 200899 BERWYN, PA 19312 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $0 | $2K | 4.46% |
| USI INSURANCE SERVICES LLC3 | PO BOX 61007 VIRGINIA BEACH, VA 23466 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $889 | $0 | $889 | 2.47% |
| ENROLLEASE3 Filed as: ONEDIGITAL PREMIER SERVICES LLC | 400 BERWYN PARK STE 200 BERWYN, PA 19312 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $803 | $803 | 2.23% |
| DIGITAL INSURANCE LLC3 | 200 GALLERIA PKWY SE STE 1950 ATLANTA, GA 30339 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $982 | $2K | $3K | 9.71% |
| KISTLER TIFFANY BENEFITS3 Filed as: KISTLER TIFFANY BENEFITS GEN AGENCY | 400 BERWYN PARK STE 200899 BERWYN, PA 19312 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $0 | $1K | 4.37% |
| USI INSURANCE SERVICES LLC3 | PO BOX 61007 VIRGINIA BEACH, VA 23466 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $802 | $0 | $802 | 2.53% |
| ENROLLEASE3 Filed as: ONEDIGITAL PREMIER SERVICES LLC | 400 BERWYN PARK STE 200 BERWYN, PA 19312 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $692 | $692 | 2.18% |
| DIGITAL INSURANCE LLC3 | 200 GALLERIA PKWY SE STE 1950 ATLANTA, GA 30339 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $1K | $2K | 10.20% |
| KISTLER TIFFANY BENEFITS3 Filed as: KISTLER TIFFANY BENEFITS GEN AGENCY | 400 BERWYN PARK STE 200899 BERWYN, PA 19312 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $0 | $2K | 6.43% |
| USI INSURANCE SERVICES LLC3 | PO BOC 61007 VIRGINIA BEACH, VA 23466 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $935 | $0 | $935 | 3.91% |
| ENROLLEASE3 Filed as: ONEDIGITAL PREMIER SERVICES LLC | 400 BERWYN PARK STE 200 BERWYN, PA 19312 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $512 | $512 | 2.14% |
| DIGITAL INSURANCE LLC3 | 200 GALLERIA PKWY SE STE 1950 ATLANTA, GA 30339 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $659 | $1K | $2K | 9.86% |
| KISTLER TIFFANY BENEFITS3 Filed as: KISTLER TIFFANY BENEFITS GEN AGENCY | 400 BERWYN PARK STE 200899 BERWYN, PA 19312 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $912 | $0 | $912 | 4.36% |
| USI INSURANCE SERVICES LLC3 | PO BOX 61007 VIRGINIA BEACH, VA 23466 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $522 | $0 | $522 | 2.49% |
| ENROLLEASE3 Filed as: ONEDIGITAL PREMIER SERVICES LLC | 400 BERWYN PARK STE 200 BERWYN, PA 19312 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $456 | $456 | 2.18% |
| DIGITAL INSURANCE LLC3 | 200 GALLERIA PKWY SE STE 1950 ATLANTA, GA 30339 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $286 | $637 | $923 | 8.83% |
| KISTLER TIFFANY BENEFITS3 Filed as: KISTLER TIFFANY BENEFITS GEN AGENCY | 400 BERWYN PARK STE 200899 BERWYN, PA 19312 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $496 | $0 | $496 | 4.75% |
| USI INSURANCE SERVICES LLC3 | PO BOX 61007 VIRGINIA BEACH, VA 23466 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $262 | $0 | $262 | 2.51% |
| ENROLLEASE3 Filed as: ONEDIGITAL PREMIER SERVICES LLC | 400 BERWYN PARK STE 200 BERWYN, PA 19312 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $248 | $248 | 2.37% |
| ENROLLEASE3 Filed as: ONEDIGITAL PREMIER SERVICES LLC | 400 BERWYN PARK STE 200 BERWYN, PA 19312 | METROPOLITAN LIFE INSURANCE COMMPANY | $251 | $3K | $3K | — |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INS INC | 200 GALLERIA PKWY SE STE 1950 ATLANTA, GA 30339 | METROPOLITAN LIFE INSURANCE COMMPANY | $320 | $791 | $1K | — |
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. |
| 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) | 133 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | METROPOLITAN LIFE INSURANCE COMMPANY | 0 | $0 |
| Vision | METROPOLITAN LIFE INSURANCE COMMPANY | 0 | $0 |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 133 | $21K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 133 | $36K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 133 | $32K |
| Other(3 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 133 | $55K |
| 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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.
Final-filing indicator set. Plan is winding down; don't waste sales effort here.