| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE ELITE GROUP LLC3 Filed as: THE ELITE GROUP | 5 GREAT VALLEY PKWY MALVERN, PA 19355 | AETNA | $20K | $0 | $20K | 4.23% |
| THE ELITE GROUP LLC3 Filed as: THE ELITE GROUP, LLC | 5 GREAT VALLEY PKWY SUTIE 355 MALVERN, PA 193551426 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $0 | $4K | 10.93% |
| GEORGE J WEINER ASSOCIATES INC3 Filed as: GEORGE J WEINER ASSOCIATES INC. | 513 CENTENNIAL BLVD VOORHEES, NJ 080439504 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $0 | $2K | 4.07% |
| THE ELITE GROUP LLC3 Filed as: THE ELITE GROUP, LLC | 5 GREAT VALLEY PKWY STE 355 MALVERN, PA 193551426 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $0 | $2K | 11.22% |
| GEORGE J WEINER ASSOCIATES INC3 | 513 CENTENNIAL BLVD VOORHEES, NJ 080439504 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $773 | $0 | $773 | 3.77% |
| THE ELITE GROUP LLC3 | 5 GREAT VALLEY PARKWAY SUITE 335 MALVERN, PA 19355 | UNUM LIFE INSURANCE COMPANY | $2K | $0 | $2K | 11.73% |
| GEORGE J WEINER ASSOCIATES INC3 | 2961 CENTERVILLE ROAD, SUITE 300 WILMINGTON, DE 19808 | UNUM LIFE INSURANCE COMPANY | $616 | $0 | $616 | 3.27% |
| GEORGE J WEINER ASSOCIATES INC3 Filed as: GEORGE J WEINER ASSOC. INC. | 2961 CENTERVILLE RD SUITE 300 WILMINGTON, DE 19808 | DOMINION DENTAL SERVICES, INC. | $186 | $0 | $186 | 1.67% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| HIGHMARK OF DELAWARE EIN 23-1294723 ADMIN | Claims processing Service code 12 | — | $13K |
| GEORGE J. WEINER ASSOC. BROKER | Insurance agents and brokers Service code 22 | 2961 CENTERVILLE RD #300 WILMINGTON, DE 19808 | $5K |
| THE BENECON GROUP EIN 23-1315351 BROKER | Insurance agents and brokers Service code 22 | — | $3K |
| CONNECTCARE 3 EIN 26-1768616 PATIENT ADVOCATE | Other services Service code 49 | — | $846 |
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 | 60 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 61 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA | 60 | $474K |
| Dental | DOMINION DENTAL SERVICES, INC. | 19 | $11K |
| Vision(2 contracts, 2 carriers) | AETNA | 65 | $476K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 83 | $38K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 72 | $20K |
| Stop-loss / reinsurancereinsurance | EVEREST REINSURANCE COMPANY | 60 | $44K |
| Other(2 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 83 | $57K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 83 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.