| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MCCONKEY BENEFITS & FINANCIAL SERV3 Filed as: MCCONKEY BENEFITS & FINANCIAL SVS | 2555 KINGSTON RD, STE 100 YORK, PA 17402 | HARTFORD LIFE AND ACCIDENT | $30K | $2K | $33K | 2.37% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | VISION SERVICE PLAN | $11K | — | $11K | 10.01% |
| MCCONKEY BENEFITS & FINANCIAL SERV3 Filed as: MCCONKEY BENEFITS FINANCIAL SERVICE | 2555 KINGSTON RD STE 100 YORK, PA 17402 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $7K | — | $7K | 13.35% |
| MCCONKEY BENEFITS & FINANCIAL SERV3 Filed as: MCCONKEY BENEFITS FINANCIAL SERVICE | 2555 KINGSTON RD STE 100 YORK, PA 17402 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $7K | $242 | $7K | 17.33% |
| MCCONKEY BENEFITS & FINANCIAL SERV3 Filed as: MCCONKEY BENEFITS FINANCIAL SERVICE | 2555 KINGSTON RD STE 100 YORK, PA 17402 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $168 | $2K | 9.79% |
| MCCONKEY BENEFITS & FINANCIAL SERV3 Filed as: MCCONKEY BENEFITS FINANCIAL SERVICE | 2555 KINGSTON RD STE 100 YORK, PA 17402 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $711 | $69 | $780 | 8.44% |
| CUSTOM BENEFIT PROGRAMS INC3 | 897 12TH ST HAMMONTON, NJ 08037 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $66 | — | $66 | 2.02% |
| MCCONKEY BENEFITS & FINANCIAL SERV3 Filed as: MCCONKEY BENEFITS FINANCIAL SERVICE | 2555 KINGSTON RD STE 100 YORK, PA 17402 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $27 | — | $27 | 0.83% |
| PANTALONE, JO, ANN3 | 897 12TH ST HAMMONTON, NJ 08037 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.03% |
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 | 2,350 | 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) | 2,350 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | VISION SERVICE PLAN | 766 | $106K |
| Life insurance(3 contracts, 3 carriers) | HARTFORD LIFE AND ACCIDENT | 2,325 | $1.4M |
| Long-term disability(4 contracts, 2 carriers) | HARTFORD LIFE AND ACCIDENT | 2,325 | $1.5M |
| Other(4 contracts, 4 carriers) | HARTFORD LIFE AND ACCIDENT | 2,620 | $1.5M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,620 | — |
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.