| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| 701 WESTTOWN ROAD LLC3 | 200 W LINCOLN HWY #A EXTON, PA 19341 | AMERICAN FIDELITY ASSURANCE COMPANY | $3K | $0 | $3K | 8.00% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | PO BOX 25360 OKLAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY | $772 | $0 | $772 | 1.88% |
| PENNSYLVANIA AUTO ASSOC INS AGY INC3 | C/O EILEEN MAYFIELD INS DIRECTOR HARRISBURG, PA 17105 | AMERICAN FIDELITY ASSURANCE COMPANY | $411 | $0 | $411 | 1.00% |
| 701 WESSTOWN ROAD LLC3 | 200 W LINCOLN HWY #A EXTON, PA 19341 | AMERICAN FIDELITY ASSURANCE COMPANY | $2K | $0 | $2K | 8.00% |
| PAA SERVICES INC3 | ATTN EILEEN MAYFIELD INS DIRECTOR HARRISBURG, PA 17105 | AMERICAN FIDELITY ASSURANCE COMPANY | $0 | $242 | $242 | 0.99% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | PO BOX 25360 OKLAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY | $23 | $0 | $23 | 0.09% |
| 701 WESTTOWN ROAD LLC3 | 200 W LINCOLN HWY #A EXTON, PA 19341 | AMERICAN FIDELITY ASSURANCE COMPANY | $2K | $0 | $2K | 8.00% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | PO BOX 25360 OKLAHOMA CITY, OK 731250360 | AMERICAN FIDELITY ASSURANCE COMPANY | $709 | $0 | $709 | 3.04% |
| PENNSYLVANIA AUTO ASSOC INS AGY INC3 | C/O EILEEN MAYFIELD INS DIRECTOR HARRISBURG, PA 17105 | AMERICAN FIDELITY ASSURANCE COMPANY | $234 | $0 | $234 | 1.00% |
| 701 WESSTOWN ROAD LLC3 | 200 W LINCOLN HWY #A EXTON, PA 19341 | AMERICAN FIDELITY ASSURANCE COMPANY | $2K | $0 | $2K | 8.00% |
| PENNSYLVANIA AUTO ASSOC INS AGY INC3 | C/O EILEEN MAYFIELD INS DIRECTOR HARRISBURG, PA 17105 | AMERICAN FIDELITY ASSURANCE COMPANY | $226 | $0 | $226 | 1.00% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | PO BOX 25360 OKLAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY | -$218 | $0 | -$218 | -0.97% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE, INC. | 200 GALLERIA PKWY SE STE 1950 ATLANTA, GA 303395946 | VISION SERVICE PLAN | $801 | $0 | $801 | 7.02% |
| 701 WESTTOWN ROAD LLC3 | 200 W LINCOLN HWY #A EXTON, PA 19341 | AMERICAN FIDELITY ASSURANCE COMPANY | $31 | $0 | $31 | 8.07% |
| PENNSYLVANIA AUTO ASSOC INS AGY INC3 | C/O EILEEN MAYFIELD INS DIRECTOR HARRISBURG, PA 17105 | AMERICAN FIDELITY ASSURANCE COMPANY | $4 | $0 | $4 | 1.04% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | PO BOX 25360 OKLAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY | -$94 | $0 | -$94 | -24.48% |
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 | 118 | 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) | 118 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | VISION SERVICE PLAN | 118 | $11K |
| Short-term disability(4 contracts) | AMERICAN FIDELITY ASSURANCE COMPANY | 19 | $87K |
| Long-term disability(5 contracts) | AMERICAN FIDELITY ASSURANCE COMPANY | 19 | $112K |
| Other(5 contracts) | AMERICAN FIDELITY ASSURANCE COMPANY | 19 | $112K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 118 | — |
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.