| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| INSURANCE OFFICE OF AMERICA3 Filed as: INSURANCE OFFICE OF AMERICA INC | 210 SOUTH PINELLAS AVENUE SUITE 176 TARPON SPRINGS, FL 34689 | CONTINENTAL AMERICAN INSURANCE COMPANY | $4K | — | $4K | 20.04% |
| ENROLLMENT ALLIANCE LLC3 Filed as: ENROLLMENT ALLIANCE, LLC | 1302 NORTH 19TH STREET SUITE 150 TAMPA, FL 33605 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 8.57% |
| KISTLER TIFFANY BENEFITS3 Filed as: KISTLER TIFFANY BENEFITS GENERAL AG | 200 GALLERIA PARKWAY SUITE 1950 ATLANTA, GA 30339 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 8.03% |
| KISTLER TIFFANY BENEFITS3 Filed as: KISTLER TIFFANY BENEFITS GEN AGCNY | 400 BERWYN PARK SUITE 200899 BERWYN, PA 19312 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $705 | $3K | 16.45% |
| ENROLLEASE3 Filed as: ONEDIGITAL PREMIER SERVICES LLC | 400 BERWYN PARK SUITE 200899 BERWYN, PA 19312 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $614 | $614 | 3.97% |
| INSURANCE OFFICE OF AMERICA3 Filed as: INSURANCE OFFICE OF AMERICA INC | 4915 WEST CYPRESS STREET SUITE 100 TAMPA, FL 33607 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $480 | — | $480 | 3.10% |
| INSURANCE OFFICE OF AMERICA3 Filed as: INSURANCE OFFICE OF AMERICA INC | 4915 WEST CYPRESS STREET SUITE 100 TAMPA, FL 33607 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $797 | — | $797 | 7.63% |
| KISTLER TIFFANY BENEFITS3 Filed as: KISTLER TIFFANY BENEFITS GEN AGCNY | 400 BERWYN PARK SUITE 200899 BERWYN, PA 19312 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $256 | — | $256 | 2.45% |
| ENROLLEASE3 Filed as: ONEDIGITAL PREMIER SERVICES LLC | 400 BERWYN PARK SUITE 200 BERWYN, PA 19312 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $128 | $128 | 1.22% |
| KISTLER TIFFANY BENEFITS3 Filed as: KISTLER TIFFANY BENEFITS GEN AGCNY | 400 BERWYN PARK SUITE 200899 BERWYN, PA 19312 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $447 | $2K | 16.42% |
| ENROLLEASE3 Filed as: ONEDIGITAL PREMIER SERVICES LLC | 400 BERWYN PARK SUITE 200 BERWYN, PA 19312 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $366 | $366 | 3.89% |
| INSURANCE OFFICE OF AMERICA3 Filed as: INSURANCE OFFICE OF AMERICA INC | 220 LAKE DRIVE EAST SUITE 304 CHERRY HILL, NJ 08002 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $313 | — | $313 | 3.33% |
| KISTLER TIFFANY BENEFITS3 Filed as: KISTLER TIFFANY BENEFITS GEN AGCNY | 400 BERWYN PARK SUITE 200899 BERWYN, PA 19312 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $489 | $276 | $765 | 12.49% |
| ENROLLEASE3 Filed as: ONEDIGITAL PREMIER SERVICES LLC | 400 BERWYN PARK SUITE 200 BERWYN, PA 19312 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $244 | $244 | 3.98% |
| INSURANCE OFFICE OF AMERICA3 Filed as: INSURANCE OFFICE OF AMERICA INC | 4915 WEST CYPRESS STREET SUITE 100 TAMPA, FL 33607 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $124 | — | $124 | 2.02% |
| KISTLER TIFFANY BENEFITS3 Filed as: KISTLER TIFFANY BENEFITS GEN AGCNY | 400 BERWYN PARK SUITE 200899 BERWYN, PA 19312 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $266 | $153 | $419 | 12.52% |
| ENROLLEASE3 Filed as: ONEDIGITAL PREMIER SERVICES LLC | 400 BERWYN PARK SUITE 200 BERWYN, PA 19312 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $133 | $133 | 3.97% |
| INSURANCE OFFICE OF AMERICA3 Filed as: INSURANCE OFFICE OF AMERICA INC | 220 LAKE DRIVE EAST SUITE 304 CHERRY HILL, NJ 08002 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $69 | — | $69 | 2.06% |
| INSURANCE OFFICE OF AMERICA3 Filed as: INSURANCE OFFICE OF AMERICA INC | 4915 WEST CYPRESS STREET SUITE 100 TAMPA, FL 33607 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $114 | — | $114 | 7.49% |
| KISTLER TIFFANY BENEFITS3 Filed as: KISTLER TIFFANY BENEFITS GEN AGCNY | 400 BERWYN PARK SUITE 200899 BERWYN, PA 19312 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $39 | — | $39 | 2.56% |
| ENROLLEASE3 Filed as: ONEDIGITAL PREMIER SERVICES LLC | 400 BERWYN PARK SUITE 200 BERWYN, PA 19312 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $20 | $20 | 1.31% |
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 | 92 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 94 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | UNITED OF OMAHA LIFE INSURANCE COMPANY | 0 | $10K |
| Vision | UNITED OF OMAHA LIFE INSURANCE COMPANY | 0 | $2K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 95 | $22K |
| Long-term disability(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 24 | $13K |
| Stop-loss / reinsurancereinsurance | NATIONWIDE LIFE INSURANCE COMPANY | 83 | $72K |
| Other(3 contracts, 2 carriers) | CONTINENTAL AMERICAN INSURANCE COMPANY | 95 | $41K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 95 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.