| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| TARTAN INSURANCE AGENCY3 Filed as: TARTAN INSURANCE AGENCY INC | 7260 WEST BLVD BLDG I BOARDMAN, OH 44512 | COMMUNITY INSURANCE COMPANY | $32K | $0 | $32K | 3.34% |
| LEE PHYLLIS PRESTOPINE3 | 194 HICKORY VIEW DRIVE NEW CASTLE, PA 16102 | AFLAC AB211 | $4K | $161 | $4K | 13.55% |
| MARILYN WYMAN3 | 4276 STONE CREEK DR ERIE, PA 16506 | AFLAC AB211 | $881 | $32 | $913 | 2.95% |
| BILLY M CRAIN3 Filed as: BILLY CRAIN | 1026 RHODES LANE BROOKVILLE, PA 15825 | AFLAC AB211 | $411 | $32 | $443 | 1.43% |
| PATRICK PREISEL3 | 806 YOUNG ST NEW CASTLE, PA 16101 | AFLAC AB211 | $317 | $0 | $317 | 1.02% |
| RONALD PUSZ3 | 18282 TECHNOLOGY DRIVE STE 205 MEADVILLE, PA 16335 | AFLAC AB211 | $169 | $0 | $169 | 0.55% |
| TEMPLE K WOODLEY3 Filed as: TEMPLE WOODLEY | 2014 REIS RUN ROAD PITTSBURGH, PA 15237 | AFLAC AB211 | $103 | $0 | $103 | 0.33% |
| MARIO HAIFA3 | 1195 WASHINGTON PIKE SUITE 300 BRIDGEVILLE, PA 15017 | AFLAC AB211 | $95 | $0 | $95 | 0.31% |
| RUSSELL L WARYE3 Filed as: RUSSELL L WOODLEY | 2014 REIS RUN ROAD PITTSBURGH, PA 15237 | AFLAC AB211 | $43 | $0 | $43 | 0.14% |
| BRIAN W PATTEN3 Filed as: BRIAN W. PATTEN | 120 MARGUERITE DRIVE, SUITE 101 CRANBERRY, PA 16066 | AFLAC AB211 | $37 | $0 | $37 | 0.12% |
| JULIE SHUTTLEWORTH3 | 4060 BLUEJAY DRIVE SHARPSVILLE, PA 16150 | AFLAC AB211 | $28 | $0 | $28 | 0.09% |
| LEON KOKAL3 | 10478 TOLAND DR AURORA, OH 44202 | AFLAC AB211 | $26 | $0 | $26 | 0.08% |
| DAVID A. WALKER3 | PO BOX 1482 WARREN, OH 44482 | AFLAC AB211 | $22 | $0 | $22 | 0.07% |
| JOY GRUBE PADGELEK3 Filed as: JOY PADGELEK | 1195 WASHINGTON PIKE SUITE 300 BRIDGEVILLE, PA 15017 | AFLAC AB211 | $19 | $0 | $19 | 0.06% |
| TIMOTHY R QUINLAN3 Filed as: TIMOTHY QUINLAN | 137 SEMICONON LANE RENFREW, PA 16053 | AFLAC AB211 | $17 | $0 | $17 | 0.05% |
| LEWIS P AGNONE3 | 360 EASTWOOD DRIVE HUBBARD, OH 44425 | AFLAC AB211 | $11 | $0 | $11 | 0.04% |
| DIANE HELEN DUDA3 | 5075 E 252ND STREET APT F204 ODESSA, TX 79762 | AFLAC AB211 | $9 | $0 | $9 | 0.03% |
| BRADLEY KAUFFMAN3 | 315 GREEN RIDGE ROAD, SUITE H-1 NEW CASTLE, PA 16105 | AFLAC AB211 | $9 | $0 | $9 | 0.03% |
| SHARON R GRANT3 Filed as: SHARON GRANT | 4975 KINGSTON WAY NAPLES, FL 34119 | AFLAC AB211 | $9 | $0 | $9 | 0.03% |
| TINA MILNER3 | PO BOX 668 WARREN, OH 44482 | AFLAC AB211 | $7 | $0 | $7 | 0.02% |
| MICHAEL D EVANS JR3 Filed as: MICHAEL EVANS JR | 3199 SIOUX CONIFER RD WATERTOWN, SD 57201 | AFLAC AB211 | $7 | $0 | $7 | 0.02% |
| TYE ELLIOTT3 | 1300 N INDEPENDENCE COURT GERMANTOWN HILLS, IL 61548 | AFLAC AB211 | $7 | $0 | $7 | 0.02% |
| ZALUSKI INSURANCE INC3 | PO BOX 335 GREENTOWN, OH 44630 | AFLAC AB211 | $5 | $0 | $5 | 0.02% |
| MATTHEW MCCLAY3 | 1086 MANSFIELD AVENUE INDIANA, PA 15701 | AFLAC AB211 | $4 | $0 | $4 | 0.01% |
| DAVID P AESOPH3 | 2700 W NICOLE DR SIOUX FALLS, SD 57105 | AFLAC AB211 | $4 | $0 | $4 | 0.01% |
| DENNIS HULSE3 | 240 PARALLEL ST PLEASANTVILLE, PA 16341 | AFLAC AB211 | $4 | $0 | $4 | 0.01% |
| THE TORRES GROUP LLC3 | 1750 FARMINGTON CIRCLE WELLINTON, TN 37919 | AFLAC AB211 | $3 | $0 | $3 | 0.01% |
| JAMES BRANDT3 | 47 MARVIN STREET PORT MATILDA, PA 16870 | AFLAC AB211 | $2 | $0 | $2 | 0.01% |
| RPM LTD3 | PO BOX 484 BLOOMINGDALE, GA 31302 | AFLAC AB211 | $2 | $0 | $2 | 0.01% |
| LISA CUNNINGHAM3 | 8078 POLK PATH REYNOLDSBURG, OH 43068 | AFLAC AB211 | $1 | $0 | $1 | 0.00% |
| KRISTIN J QUINLAN3 Filed as: KRISTIN QUINLAN | 137 SEMICONON LANE RENFREW, PA 16053 | AFLAC AB211 | $1 | $0 | $1 | 0.00% |
| KARA M CARMODY3 Filed as: KARA CARMODY | 22260 445TH AVENUE SUITE 201 RAMONA, SD 57054 | AFLAC AB211 | $0 | $0 | $0 | 0.00% |
| JOHN FRICK3 | 724 HIGH STREET EXT DUNBAR, PA 15431 | AFLAC AB211 | $0 | $0 | $0 | 0.00% |
| LEE PHYLLIS PRESTOPINE3 | 194 HICKORY VIEW DRIVE NEW CASTLE, PA 19102 | AFLAC AB215 | $2K | $74 | $2K | 11.99% |
| MARILYN WYMAN3 | 4276 STONE CREEK DR ERIE, PA 16506 | AFLAC AB215 | $549 | $9 | $558 | 3.01% |
| BILLY M CRAIN3 Filed as: BILLY CRAIN | 1026 RHODES LANE BROOKVILLE, PA 15825 | AFLAC AB215 | $213 | $15 | $228 | 1.23% |
| PATRICK PREISEL3 | 806 YOUNG ST NEW CASTLE, PA 16101 | AFLAC AB215 | $165 | $6 | $171 | 0.92% |
| RONALD PUSZ3 | 18282 TECHNOLOGY DRIVE STE 205 MEADVILLE, PA 16335 | AFLAC AB215 | $123 | $0 | $123 | 0.66% |
| TEMPLE K WOODLEY3 Filed as: TEMPLE WOODLEY | 2014 REIS RUN ROAD PITTSBURGH, PA 15237 | AFLAC AB215 | $54 | $0 | $54 | 0.29% |
| RUSSELL L WARYE3 Filed as: RUSSELL L WOODLEY | 2014 REIS RUN ROAD PITTSBURGH, PA 15237 | AFLAC AB215 | $49 | $0 | $49 | 0.26% |
| MARIO HAIFA3 | 1195 WASHINGTON PIKE SUITE 300 BRIDGEVILLE, PA 15017 | AFLAC AB215 | $39 | $0 | $39 | 0.21% |
| BRIAN W PATTEN3 Filed as: BRIAN W. PATTEN | 120 MARGUERITE DRIVE, SUITE 101 CRANBERRY, PA 16066 | AFLAC AB215 | $31 | $0 | $31 | 0.17% |
| LINDA M NEARHOOF3 | 2411 WEST 26 STREET ERIE, PA 16506 | AFLAC AB215 | $13 | $0 | $13 | 0.07% |
| DIANE HELEN DUDA3 | 5075 E 252ND STREET APT F204 ODESSA, TX 79762 | AFLAC AB215 | $13 | $0 | $13 | 0.07% |
| SHARON R GRANT3 Filed as: SHARON GRANT | 4975 KINGSTON WAY NAPLES, FL 34119 | AFLAC AB215 | $9 | $0 | $9 | 0.05% |
| JOY GRUBE PADGELEK3 Filed as: JOY PADGELEK | 1195 WASHINGTON PIKE SUITE 300 BRIDGEVILLE, PA 15017 | AFLAC AB215 | $8 | $0 | $8 | 0.04% |
| TIMOTHY R QUINLAN3 Filed as: TIMOTHY QUINLAN | 137 SEMICONON LANE RENFREW, PA 16053 | AFLAC AB215 | $4 | $0 | $4 | 0.02% |
| JAMES BRANDT3 | 47 MARVIN STREET PORT MATILDA, PA 16870 | AFLAC AB215 | $3 | $0 | $3 | 0.02% |
| DENNIS HULSE3 | 240 PARALLEL ST PLEASANTVILLE, PA 16341 | AFLAC AB215 | $2 | $0 | $2 | 0.01% |
| THE TORRES GROUP LLC3 | 1750 FARMINGTON CIRCLE WELLINTON, TN 37919 | AFLAC AB215 | $1 | $0 | $1 | 0.01% |
| KRISTIN J QUINLAN3 Filed as: KRISTIN QUINLAN | 137 SEMICONON LANE RENFREW, PA 16053 | AFLAC AB215 | $1 | $0 | $1 | 0.01% |
| LEE PHYLLIS PRESTOPINE3 | 194 HICKORY VIEW DRIVE NEW CASTLE, PA 19102 | AFLAC AB217 | $1K | $45 | $1K | 7.98% |
| PATRICK PREISEL3 | 806 YOUNG ST NEW CASTLE, PA 16101 | AFLAC AB217 | $285 | $0 | $285 | 1.59% |
| MARILYN WYMAN3 | 4276 STONE CREEK DR ERIE, PA 16506 | AFLAC AB217 | $200 | $9 | $209 | 1.17% |
| BILLY M CRAIN3 Filed as: BILLY CRAIN | 1026 RHODES LANE BROOKVILLE, PA 15825 | AFLAC AB217 | $119 | $9 | $128 | 0.72% |
| TEMPLE K WOODLEY3 Filed as: TEMPLE WOODLEY | 2014 REIS RUN ROAD PITTSBURGH, PA 15237 | AFLAC AB217 | $106 | $0 | $106 | 0.59% |
| MARIO HAIFA3 | 1195 WASHINGTON PIKE SUITE 300 BRIDGEVILLE, PA 15017 | AFLAC AB217 | $90 | $0 | $90 | 0.50% |
| RUSSELL L WARYE3 Filed as: RUSSELL L WOODLEY | 2014 REIS RUN ROAD PITTSBURGH, PA 15237 | AFLAC AB217 | $28 | $0 | $28 | 0.16% |
| STEVE MINTZ3 | 12 WINDWARD WAY CHAGRIN FALLS, OH 44023 | AFLAC AB217 | $28 | $0 | $28 | 0.16% |
| MASTERS BENEFITS AGENCY INC.3 | 26650 REAISSANCE PKWY CLEVELAND, OH 44128 | AFLAC AB217 | $27 | $0 | $27 | 0.15% |
| BRIAN W PATTEN3 Filed as: BRIAN W. PATTEN | 120 MARGUERITE DRIVE, SUITE 101 CRANBERRY, PA 16066 | AFLAC AB217 | $24 | $0 | $24 | 0.13% |
| JOY GRUBE PADGELEK3 Filed as: JOY PADGELEK | 1195 WASHINGTON PIKE SUITE 300 BRIDGEVILLE, PA 15017 | AFLAC AB217 | $19 | $0 | $19 | 0.11% |
| DIANE HELEN DUDA3 | 5075 E 52ND STREET APT F204 ODESSA, TX 79762 | AFLAC AB217 | $14 | $0 | $14 | 0.08% |
| DAMON K MINTZ3 | 17531 MERRY OAKS TRAIL CHAGRIN FALLS, OH 44023 | AFLAC AB217 | $13 | $0 | $13 | 0.07% |
| RONALD PUSZ3 | 18282 TECHNOLOGY DRIVE STE 205 MEADVILLE, PA 16335 | AFLAC AB217 | $12 | $0 | $12 | 0.07% |
| TIMOTHY R QUINLAN3 Filed as: TIMOTHY QUINLAN | 137 SEMICONON LANE RENFREW, PA 16053 | AFLAC AB217 | $11 | $0 | $11 | 0.06% |
| MARC J HAIRE3 Filed as: MARC HAIRE | 9885 GREENHAVEN PKWY BRECKSVILLE, OH 44141 | AFLAC AB217 | $10 | $0 | $10 | 0.06% |
| MATTHEW MCCLAY3 | 1086 MANSFIELD AVENUE INDIANA, PA 15701 | AFLAC AB217 | $7 | $0 | $7 | 0.04% |
| MICHAEL J QUINN3 | 8580 MAJORCA LANE NAPLES, FL 34114 | AFLAC AB217 | $7 | $0 | $7 | 0.04% |
| DENNIS HULSE3 | 240 PARALLEL ST PLEASANTVILLE, PA 16341 | AFLAC AB217 | $5 | $0 | $5 | 0.03% |
| MARK L HUFHAND3 | 3313 LEE ST NW CANTON, OH 44720 | AFLAC AB217 | $4 | $0 | $4 | 0.02% |
| JAMES BRANDT3 | 47 MARVIN STREET PORT MATILDA, PA 16870 | AFLAC AB217 | $2 | $0 | $2 | 0.01% |
| HERBERT P SHNIDER3 Filed as: HERBERT SHNIDER | 6192 MCNAUGHTEN GROVE LANE COLUMBUS, OH 43213 | AFLAC AB217 | $1 | $0 | $1 | 0.01% |
| JOHN C RASCHELLA3 Filed as: JOHN RASCHELLA | 20301 GRD OAK SH BLVD 118-32 ESTERO, FL 33928 | AFLAC AB217 | $1 | $0 | $1 | 0.01% |
| SHARON R GRANT3 Filed as: SHARON GRANT | 4975 KINGSTON WAY NAPLES, FL 34119 | AFLAC AB217 | $1 | $0 | $1 | 0.01% |
| TARTAN INSURANCE AGENCY3 Filed as: TARTAN INSURANCE AGENCY INC | 7260 WEST BLVD BLDG I BOARDMAN, OH 44512 | ANTHEM LIFE INSURANCE COMPANY | $779 | $0 | $779 | 10.77% |
| LEE PHYLLIS PRESTOPINE3 | 194 HICKORY VIEW DRIVE NEW CASTLE, PA 16102 | AFLAC FN377 | $453 | $0 | $453 | 9.34% |
| PATRICK PREISEL3 | 806 YOUNG ST NEW CASTLE, PA 16101 | AFLAC FN377 | $86 | $0 | $86 | 1.77% |
| MARILYN WYMAN3 | 4276 STONE CREEK DR ERIE, PA 16506 | AFLAC FN377 | $59 | $0 | $59 | 1.22% |
| BILLY M CRAIN3 Filed as: BILLY CRAIN | 1026 RHODES LANE BROOKVILLE, PA 15825 | AFLAC FN377 | $24 | $0 | $24 | 0.49% |
| RONALD PUSZ3 | 18282 TECHNOLOGY DRIVE STE 205 MEADVILLE, PA 16335 | AFLAC FN377 | $20 | $0 | $20 | 0.41% |
| BILLY M CRAIN3 Filed as: BILLY CRAIN | 57 PICKERING ST BROOKVILLE, PA 15825 | AFLAC FN377 | $13 | $0 | $13 | 0.27% |
| TEMPLE K WOODLEY3 Filed as: TEMPLE WOODLEY | 2014 REIS RUN ROAD PITTSBURGH, PA 15237 | AFLAC FN377 | $9 | $0 | $9 | 0.19% |
| MARIO HAIFA3 | 1195 WASHINGTON PIKE SUITE 300 BRIDGEVILLE, PA 15017 | AFLAC FN377 | $6 | $0 | $6 | 0.12% |
| MATTHEW MCCLAY3 | 1086 MANSFIELD AVENUE INDIANA, PA 15701 | AFLAC FN377 | $6 | $0 | $6 | 0.12% |
| BRIAN W PATTEN3 Filed as: BRIAN W. PATTEN | 120 MARGUERITE DRIVE, SUITE 101 CRANBERRY, PA 16066 | AFLAC FN377 | $4 | $0 | $4 | 0.08% |
| TIMOTHY R QUINLAN3 Filed as: TIMOTHY QUINLAN | 137 SEMICONON LANE RENFREW, PA 16053 | AFLAC FN377 | $4 | $0 | $4 | 0.08% |
| JOY GRUBE PADGELEK3 Filed as: JOY PADGELEK | 1195 WASHINGTON PIKE SUITE 300 BRIDGEVILLE, PA 15017 | AFLAC FN377 | $2 | $0 | $2 | 0.04% |
| MATTHEW MCCLAY3 | 1086 MANSFIELD AVENUE INDIANA, PA 15701 | AFLAC FN377 | $1 | $0 | $1 | 0.02% |
| MARILYN WYMAN3 | 4276 STONE CREEK DR ERIE, PA 16506 | AFLAC FHW61 | $168 | $0 | $168 | 5.55% |
| PATRICK PREISEL3 | 806 YOUNG ST NEW CASTLE, PA 16101 | AFLAC FHW61 | $91 | $0 | $91 | 3.01% |
| TEMPLE K WOODLEY3 Filed as: TEMPLE WOODLEY | 2014 REIS RUN ROAD PITTSBURGH, PA 15237 | AFLAC FHW61 | $47 | $0 | $47 | 1.55% |
| MARIO HAIFA3 | 1195 WASHINGTON PIKE SUITE 300 BRIDGEVILLE, PA 15237 | AFLAC FHW61 | $30 | $0 | $30 | 0.99% |
| LEE PHYLLIS PRESTOPINE3 | 194 HICKORY VIEW DRIVE NEW CASTLE, PA 16102 | AFLAC FHW61 | $20 | $0 | $20 | 0.66% |
| RUSSELL L WARYE3 Filed as: RUSSELL L WOODLEY | 2014 REIS RUN ROAD PITTSBURGH, PA 15237 | AFLAC FHW61 | $10 | $0 | $10 | 0.33% |
| JOY GRUBE PADGELEK3 Filed as: JOY PADGELEK | 1195 WASHINGTON PIKE SUITE 300 BRIDGEVILLE, PA 15017 | AFLAC FHW61 | $6 | $0 | $6 | 0.20% |
| BRIAN W PATTEN3 Filed as: BRIAN W. PATTEN | 120 MARGUERITE DRIVE, SUITE 101 CRANBERRY, PA 16066 | AFLAC FHW61 | $3 | $0 | $3 | 0.10% |
| JAMES BRANDT3 | 47 MARVIN STREET PORT MATILDA, PA 16870 | AFLAC FHW61 | $3 | $0 | $3 | 0.10% |
| BILLY M CRAIN3 Filed as: BILLY CRAIN | 57 PICKERING ST BROOKVILLE, PA 15825 | AFLAC FHW61 | $0 | $0 | $0 | 0.00% |
| LEE PHYLLIS PRESTOPINE3 | 194 HICKORY VIEW DRIVE NEW CASTLE, PA 16102 | AFLAC KNP17 | $563 | $0 | $563 | 33.35% |
| MARILYN WYMAN3 | 4276 STONE CREEK DR ERIE, PA 16506 | AFLAC KNP17 | $117 | $0 | $117 | 6.93% |
| RONALD PUSZ3 | 18282 TECHNOLOGY DRIVE STE 205 MEADVILLE, PA 16335 | AFLAC KNP17 | $79 | $0 | $79 | 4.68% |
| BRIAN W PATTEN3 Filed as: BRIAN W. PATTEN | 120 MARGUERITE DRIVE, SUITE 101 CRANBERRY, PA 16066 | AFLAC KNP17 | $9 | $0 | $9 | 0.53% |
| JOSHUA B PATTEN3 Filed as: JOSHUA B. PATTEN | 102 PEPPERGRASS ROAD BADEN, PA 15005 | AFLAC KNP17 | $2 | $0 | $2 | 0.12% |
| CYNTHIA KAY PATTEN3 | 102 PEPPERGRASS ROAD BADEN, PA 15005 | AFLAC KNP17 | $1 | $0 | $1 | 0.06% |
| LEE PHYLLIS PRESTOPINE3 | 194 HICKORY VIEW DRIVE NEW CASTLE, PA 16102 | AFLAC KVK24 | $227 | $0 | $227 | 34.45% |
| MARILYN WYMAN3 | 4276 STONE CREEK DR ERIE, PA 16506 | AFLAC KVK24 | $47 | $0 | $47 | 7.13% |
| RONALD PUSZ3 | 18282 TECHNOLOGY DRIVE STE 205 MEADVILLE, PA 16335 | AFLAC KVK24 | $32 | $0 | $32 | 4.86% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| MERITAIN HEALTH EIN 16-1264154 NONE | Accounting (including auditing) Service code 10 | 24651 CENTER RIDGE RD 475 WESTLAKE, OH 44145 | $6K |
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 | 375 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 375 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(8 contracts, 8 carriers) | AFLAC AB211 | 130 | $85K |
| Short-term disability(7 contracts, 7 carriers) | AFLAC AB211 | 44 | $78K |
| Long-term disability(7 contracts, 7 carriers) | AFLAC AB211 | 44 | $78K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 130 | — |
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.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.