| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| POWER-KUNKLE GROUP INC3 Filed as: POWER-KUNKLE GROUP, INC. | 999 BERKSHIRE BLVD STE 160 READING, PA 19610 | HIGHMARK, INC. | $47K | $0 | $47K | 2.82% |
| POWER-KUNKLE GROUP INC3 | 999 BERKSHIRE BLVD STE 160 WYOMISSING, PA 19610 | SUN LIFE ASSURANCE COMPANY OF CANADA | $8K | $0 | $8K | 10.03% |
| AMWINS3 Filed as: AMWINS ANCILLARY, LLC | 1933 STATE ROUTE 35 STE 368 WALL, NJ 07719 | SUN LIFE ASSURANCE COMPANY OF CANADA | $0 | $4K | $4K | 5.02% |
| PATRIOT GROWTH INSURANCE SERVICES3 Filed as: PATRIOT GROWTH INSURANCE SVC LLC | 999 BERKSHIRE BLVD STE 100 WYOMISSING, PA 19610 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $1K | $4K | 15.45% |
| JAMES R NELLIGAN & ASSOCIATES LLC3 Filed as: JAMES R NELLIGAN & ASSOCIATES, LLC | 1933 STATE ROUTE 35 STE 368 WALL TOWNSHIP, NJ 07719 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $1K | $1K | 5.00% |
| 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 | $518 | $518 | 1.98% |
| PATRIOT GROWTH INSURANCE SERVICES3 Filed as: PATRIOT GROWTH INSURANCE SVC LLC | 999 BERKSHIRE BLVD STE 100 WYOMISSING, PA 19610 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $815 | $2K | 15.81% |
| JAMES R NELLIGAN & ASSOCIATES LLC3 | 1933 STATE ROUTE 35 STE 368 WALL TOWNSHIP, NJ 07719 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $701 | $701 | 5.00% |
| 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 | $296 | $296 | 2.11% |
| PATRIOT GROWTH INSURANCE SERVICES3 Filed as: PATRIOT GROWTH INSURANCE SVCS LLC | 999 BERKSHIRE BLVD STE 100 WYOMISSING, PA 19610 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $706 | $2K | 15.48% |
| JAMES R NELLIGAN & ASSOCIATES LLC3 | 1933 STATE ROUTE 35 STE 368 WALL TOWNSHIP, NJ 07719 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $644 | $644 | 5.00% |
| 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 | $257 | $257 | 2.00% |
| POWER-KUNKLE GROUP INC3 Filed as: POWER-KUNKLE GROUP | 999 BERKSHIRE BLVD STE 160 WYOMISSING, PA 19610 | VISION BENEFITS OF AMERICA | $7 | $0 | $7 | 4.49% |
| PATRIOT GROWTH INSURANCE SERVICES3 | 999 BERKSHIRE BLVD WYOMISSING, PA 19610 | VISION BENEFITS OF AMERICA | $1 | $0 | $1 | 0.64% |
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 | 110 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | 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 |
|---|---|---|---|
| Health (medical) | HIGHMARK, INC. | 255 | $1.7M |
| Dental | SUN LIFE ASSURANCE COMPANY OF CANADA | 104 | $81K |
| Vision | VISION BENEFITS OF AMERICA | 1 | $156 |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 124 | $14K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 124 | $26K |
| Prescription drug | HIGHMARK, INC. | 255 | $1.7M |
| Other(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 124 | $27K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 255 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.