| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MCCONKEY BENEFITS & FINANCIAL SERV3 Filed as: MCCONKEY BENEFITS & FINANCIAL SERVI | 2555 KINGSTON RD STE 100 YORK, PA 17402 | DELTA DENTAL OF PANNSYLVANIA | $1K | $0 | $1K | 2.64% |
| CENTERSTONE INSURANCE AND FINANCIAL3 | 501 FAIRMOUNT AVE STE 400 TOWSON, MD 21286 | DELTA DENTAL OF PANNSYLVANIA | $384 | $0 | $384 | 0.83% |
| MCCONKEY BENEFITS & FINANCIAL SERV3 Filed as: MCCONKEY BENEFITS & FINANCIAL SERVI | 2555 KINGSTON RD STE 100 YORK, PA 17402 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $2K | $5K | 14.57% |
| BENEFITMALL3 Filed as: BENEFITMALL INC. | 501 FAIRMOUNT AVE STE 400 TOWSON, MD 21286 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $1K | $1K | 3.00% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GI GEORGE PARENT LP | 501 OFFICE CENTER DR STE 215 FORT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $716 | $716 | 2.05% |
| MCCONKEY BENEFITS & FINANCIAL SERV3 Filed as: MCCONKEY BENEFITS & FINANCIAL SERVI | 2555 KINGSTON RD STE 100 TOWSON, MD 21286 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $5K | $2K | $7K | 20.79% |
| BENEFITMALL5 Filed as: BENEFITMALL, INC. | 501 FAIRMOUNT AVE STE 400 TOWSON, MD 21286 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $965 | $965 | 3.00% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GI GEORGE PARENT LP | 501 OFFICE CENTER DR STE 215 FORT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $827 | $827 | 2.57% |
| M. FINANCIAL HOLDINGS INCORPORATED3 Filed as: MCCONKEY BENEFITS & FINANICAL SERVI | 2555 KINGSTON AVE STE 100 YORK, PA 17402 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $1K | $5K | 18.33% |
| BENEFITMALL5 Filed as: BENEFITMALL INC. | 501 FAIRMOUNT AVE STE 400 TOWSON, MD 21286 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $788 | $788 | 3.00% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GI GEORGE PARENT LP | 501 OFFICE CENTER DR STE 215 FORT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $472 | $472 | 1.80% |
| MCCONKEY BENEFITS & FINANCIAL SERV3 Filed as: MCCONKEY BENEFITS & FINANCIAL SERVI | 2555 KINGSTON RD STE 100 YORK, PA 17402 | VISION BENEFITS OF AMERICA | $697 | $0 | $697 | 7.99% |
| MCCONKEY BENEFITS & FINANCIAL SERV3 Filed as: MCCONKEY BENEFITS & FINANCIAL SERVI | 2555 KINGSTON RD STE 100 YORK, PA 17402 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $812 | $296 | $1K | 13.64% |
| BENEFITMALL5 Filed as: BENEFITMALL, INC. | 501 FAIRMOUNT AVE STE 400 TOWSON, MD 21286 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $244 | $244 | 3.00% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GI GEORGE PARENT LP | 501 OFFICE CENTER DR STE 215 FORT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $132 | $132 | 1.63% |
| MCCONKEY BENEFITS & FINANCIAL SERV3 Filed as: MCCONKEY BENEFITS & FINANCIAL SERVI | 2555 KINGSTON RD STE 100 YORK, PA 17402 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $733 | $312 | $1K | 14.26% |
| BENEFITMALL5 Filed as: BENEFITMALL, INC. | 501 FAIRMOUNT AVE STE 400 TOWSON, MD 21286 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $220 | $220 | 3.00% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GI GEORGE PARENT LP | 501 OFFICE CENTER DR STE 215 FORT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $138 | $138 | 1.88% |
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 | 112 | 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) | 112 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL OF PANNSYLVANIA | 172 | $46K |
| Vision | VISION BENEFITS OF AMERICA | 107 | $9K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 80 | $32K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 81 | $35K |
| Other(4 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 80 | $74K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 172 | — |
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.