| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BUSH, JOSEPH P3 Filed as: BUSH JOSEPH P | 215 CLOVER LN PHEONIXVILLE, PA 19460 | AMERICAN FIDELITY ASSURANCE COMPANY | $7K | $0 | $7K | 15.02% |
| PENNSYLVANIA AUTO ASSOC INS AGY INC3 | C/O EILEEN MAYFIELD INS DIRECTOR HARRISBURG, PA 17105 | AMERICAN FIDELITY ASSURANCE COMPANY | $487 | $0 | $487 | 1.00% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | PO BOX 25360 OKLAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY | $339 | $0 | $339 | 0.69% |
| BUSH, JOSEPH P3 Filed as: BUSH, JOSEPH | 215 CLOVER LN PHEONIXVILLE, PA 19460 | AMERICAN FIDELITY ASSURANCE COMPANY | $6K | $0 | $6K | 14.66% |
| PAA SERVICES INC3 | ATTN EILEEN MAYFIELD INS DIRECTOR HARRISBURG, PA 17105 | AMERICAN FIDELITY ASSURANCE COMPANY | $0 | $311 | $311 | 0.81% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | PO BOX 25360 OKLAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY | -$525 | $0 | -$525 | -1.37% |
| BUSH, JOSEPH P3 | 215 CLOVER LN PHOENIXVILLE, PA 19460 | AMERICAN FIDELITY ASSURANCE COMPANY | $5K | $0 | $5K | 18.90% |
| PENNSYLVANIA AUTO ASSOC INS AGY INC3 | C/O EILEEN MAYFIELD INS DIRECTOR HARRISBURG, PA 17105 | AMERICAN FIDELITY ASSURANCE COMPANY | $281 | $0 | $281 | 0.98% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | PO BOX 25360 OKLAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY | -$542 | $0 | -$542 | -1.89% |
| JOSEPH WALSH3 Filed as: JOSEPH PETER BUSH | 966 S MATLACK ST WEST CHESTER, PA 19382 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $0 | $2K | 8.00% |
| AMERICAN FIDELITY GENERAL AGENCY3 Filed as: AMERICAN FIDELITY GENERAL AGENCY IN | 9000 CAMERON PKWY FL 9 OKLAHOMA CITY, OK 73114 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $0 | $2K | 7.00% |
| JOSEPH WALSH3 Filed as: JOSEPH PETER BUSH | 966 S MATLACK ST WEST CHESTER, PA 19382 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $0 | $1K | 5.33% |
| AMERICAN FIDELITY GENERAL AGENCY3 Filed as: AMERICAN FIDELITY GENERAL AGENCY IN | 9000 CAMERON PKWY FL 9 OKLAHOMA CITY, OK 73114 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $0 | $1K | 4.67% |
| JOSEPH WALSH3 Filed as: JOSEPH PETER BUSH | 966 S MATLACK ST WEST CHESTER, PA 19382 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $0 | $1K | 5.33% |
| AMERICAN FIDELITY GENERAL AGENCY3 Filed as: AMERICAN FIDELITY GENERAL AGENCY IN | 9000 CAMERON PKWY FL 9 OKLAHOMA CITY, OK 73114 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $912 | $0 | $912 | 4.67% |
| KISTLER TIFFANY BENEFITS3 Filed as: KISTLER TIFFANY BENEFITS GENERAL AG | 899 CASSATT RD STE 200 BERWYN, PA 19312 | VISION SERVICE PLAN | $748 | $0 | $748 | 7.50% |
| EMPLOYEE NAVIGATOR, LLC3 Filed as: EMPLOYEE NAVIGATOR LLC | 7979 OLD GEORGETOWN RD STE 300 BETHESDA, MD 20814 | VISION SERVICE PLAN | $50 | $0 | $50 | 0.50% |
| JOSEPH WALSH3 Filed as: JOSEPH PETER BUSH | 966 S MATLACK ST WEST CHESTER, PA 19382 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $670 | $0 | $670 | 7.99% |
| AMERICAN FIDELITY GENERAL AGENCY3 Filed as: AMERICAN FIDELITY GENERAL AGENCY IN | 9000 CAMERON PKWY FL 9 OKLAHOMA CITY, OK 73114 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $587 | $0 | $587 | 7.00% |
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 | 90 | 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) | 91 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | VISION SERVICE PLAN | 99 | $10K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 151 | $24K |
| Short-term disability(4 contracts, 2 carriers) | AMERICAN FIDELITY ASSURANCE COMPANY | 43 | $136K |
| Long-term disability(4 contracts, 2 carriers) | AMERICAN FIDELITY ASSURANCE COMPANY | 43 | $138K |
| Other(5 contracts, 2 carriers) | AMERICAN FIDELITY ASSURANCE COMPANY | 151 | $148K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 151 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.