| 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 | $29K | — | $29K | 2.92% |
| LEE PHYLLIS PRESTOPINE3 | 194 HICKORY VIEW DRIVE NEW CASTLE, PA 16102 | AFLAC AB211 | $2K | $102 | $2K | 9.10% |
| MARILYN WYMAN3 | 4276 STONE CREEK DR ERIE, PA 16506 | AFLAC AB211 | $548 | $20 | $568 | 2.35% |
| PATRICK PREISEL3 | 806 YOUNG ST NEW CASTLE, PA 16101 | AFLAC AB211 | $238 | — | $238 | 0.99% |
| RONALD PUSZ3 | 18282 TECHNOLOGY DRIVE STE 205 MEADVILLE, PA 16335 | AFLAC AB211 | $147 | $20 | $167 | 0.69% |
| BILLY M CRAIN3 Filed as: BILLY CRAIN | 1026 RHODES LANE BROOKVILLE, PA 15825 | AFLAC AB211 | $166 | — | $166 | 0.69% |
| TEMPLE K WOODLEY3 Filed as: TEMPLE WOODLEY | 2014 REIS RUN ROAD PITTSBURGH, PA 15237 | AFLAC AB211 | $80 | — | $80 | 0.33% |
| MARIO HAIFA3 | 216 WARWICK DR PITTSBURGH, PA 15241 | AFLAC AB211 | $73 | — | $73 | 0.30% |
| BRIAN W PATTEN3 Filed as: BRIAN W. PATTEN | 120 MARGUERITE DRIVE, SUITE 101 CRANBERRY, PA 16066 | AFLAC AB211 | $29 | — | $29 | 0.12% |
| JULIE SHUTTLEWORTH3 | 4060 BLUEJAY DRIVE SHARPSVILLE, PA 16150 | AFLAC AB211 | $23 | — | $23 | 0.10% |
| RUSSELL L WARYE3 Filed as: RUSSELL L WOODLEY | 2014 REIS RUN ROAD PITTSBURGH, PA 15237 | AFLAC AB211 | $21 | — | $21 | 0.09% |
| LEON KOKAL3 | 10478 TOLLAND DR AURORA, OH 44202 | AFLAC AB211 | $18 | — | $18 | 0.07% |
| TIMOTHY R QUINLAN3 Filed as: TIMOTHY QUINLAN | 137 SEMICONON LANE RENFREW, PA 16053 | AFLAC AB211 | $16 | — | $16 | 0.07% |
| JOY GRUBE PADGELEK3 Filed as: JOY PADGELEK | 1195 WASHINGTON PIKE SUITE 300 BRIDGEVILLE, PA 15017 | AFLAC AB211 | $15 | — | $15 | 0.06% |
| THOMAS P MCKIERNAN3 | 7025 E VIA SOLERI DR UNIT 4039 SCOTTSDALE, AZ 85251 | AFLAC AB211 | $14 | — | $14 | 0.06% |
| DAVID A. WALKER3 | PO BOX 1482 WARREN, OH 44482 | AFLAC AB211 | $13 | $0 | $13 | 0.05% |
| USI INSURANCE SERVICES LLC3 | PO BOX 1040 ATTN KAREN NASH MERIDEN, CT 06450 | AFLAC AB211 | $12 | — | $12 | 0.05% |
| FILIPE A COELHO3 Filed as: FILIPE A COCELHO | 4515 S MCCLINTOCK DR STE 212 TEMPLE, AZ 85282 | AFLAC AB211 | $11 | — | $11 | 0.05% |
| LEWIS P AGNONE3 | 360 EASTWOOD DRIVE HUBBARD, OH 44425 | AFLAC AB211 | $9 | — | $9 | 0.04% |
| SMITH BENEFITS CONSULTING GROUP Filed as: SMITH BENEFIT CONSULTING GROUP | 810 RIVER AVE STE 230 PITTSBURGH, PA 15212 | AFLAC AB211 | $8 | — | $8 | 0.03% |
| SHARON R GRANT3 Filed as: SHARON GRANT | 4975 KINGSTON WAY NAPLES, FL 34119 | AFLAC AB211 | $7 | — | $7 | 0.03% |
| DIANE HELEN DUDA3 | 11209 COSTA DEL SOL NE ALBUQUERQUE, NM 87111 | AFLAC AB211 | $6 | — | $6 | 0.02% |
| TYE ELLIOTT3 | 1300 N INDEPENDENCE COURT GERMANTOWN HILLS, IL 61548 | AFLAC AB211 | $6 | — | $6 | 0.02% |
| THOMAS WESLEY3 Filed as: THOMAS J WESLEY | 837 MOSS CANYON DR AMHERST, OH 44001 | AFLAC AB211 | $6 | — | $6 | 0.02% |
| TINA MILNER3 | PO BOX 668 WARREN, OH 44482 | AFLAC AB211 | $5 | — | $5 | 0.02% |
| DENNIS HULSE3 | 240 PARALLEL ST PLEASANTVILLE, PA 16341 | AFLAC AB211 | $4 | — | $4 | 0.02% |
| UNI INSURANCE SERVICES LLC3 | PO BOX 1040 ATTN KAREN NASH MERIDEN, CT 06450 | AFLAC AB211 | $4 | — | $4 | 0.02% |
| MATTHEW MCCLAY3 | 1086 MANSFIELD AVENUE INDIANA, PA 15701 | AFLAC AB211 | $3 | — | $3 | 0.01% |
| BRADLEY KAUFFMAN3 | 3009 WILMINGTON RD NEW CASTLE, PA 16105 | AFLAC AB211 | $3 | — | $3 | 0.01% |
| MICHAEL D EVANS JR3 Filed as: MICHAEL EVANS JR | 3199 SIOUX CONIFER RD WATERTOWN, SD 57201 | AFLAC AB211 | $3 | — | $3 | 0.01% |
| MICHAEL T REYES3 | 185 PLAINS RD STE 200E MILFORD, CT 06461 | AFLAC AB211 | $3 | — | $3 | 0.01% |
| KRISTEN EDGE3 Filed as: KRISTEN M SPINOSO | 24860 KENNEDY RIDGE RD APT 103 NORTH OLMSTED, OH 44070 | AFLAC AB211 | $3 | — | $3 | 0.01% |
| DAVID P AESOPH3 | 2700 W NICOLE DR SIOUX FALLS, SD 57105 | AFLAC AB211 | $2 | — | $2 | 0.01% |
| THOMAS P MCKIERNAN3 | 6895 E CAMELBACK RD STE 102 SCOTTSDALE, AZ 85251 | AFLAC AB211 | $2 | — | $2 | 0.01% |
| THE TORRES GROUP LLC3 | 1750 FARMINGTON CIRCLE WELLINTON, TN 37919 | AFLAC AB211 | $1 | — | $1 | 0.00% |
| RPM LTD3 | PO BOX 484 BLOOMINGDALE, GA 31302 | AFLAC AB211 | $1 | — | $1 | 0.00% |
| LISA CUNNINGHAM3 | 8078 POLK PATH REYNOLDSBURG, OH 43068 | AFLAC AB211 | $1 | — | $1 | 0.00% |
| JAMES G BRANDT3 Filed as: JAMES G BRANT | 47 MARVIN STREET PORT MATILDA, PA 16870 | AFLAC AB211 | $1 | — | $1 | 0.00% |
| JAMES BRANDT3 | 47 MARVIN STREET PORT MATILDA, PA 16870 | AFLAC AB211 | $0 | — | $0 | 0.00% |
| KRISTIN J QUINLAN3 Filed as: KRISTIN QUINLAN | 137 SEMICONON LANE RENFREW, PA 16053 | AFLAC AB211 | $0 | — | $0 | 0.00% |
| KARA M CARMODY3 Filed as: KARA CARMODY | 22260 445TH AVENUE SUITE 201 RAMONA, SD 57054 | AFLAC AB211 | $0 | — | $0 | 0.00% |
| LEE PHYLLIS PRESTOPINE3 | 194 HICKORY VIEW DRIVE NEW CASTLE, PA 19102 | AFLAC AB215 | $3K | $131 | $3K | 14.52% |
| MARILYN WYMAN3 | 4276 STONE CREEK DR ERIE, PA 16506 | AFLAC AB215 | $754 | $26 | $780 | 3.68% |
| RONALD PUSZ3 | 18282 TECHNOLOGY DRIVE STE 205 MEADVILLE, PA 16335 | AFLAC AB215 | $322 | $26 | $348 | 1.64% |
| PATRICK PREISEL3 | 806 YOUNG ST NEW CASTLE, PA 16101 | AFLAC AB215 | $160 | $0 | $160 | 0.75% |
| BILLY M CRAIN3 Filed as: BILLY CRAIN | 1026 RHODES LANE BROOKVILLE, PA 15825 | AFLAC AB215 | $147 | — | $147 | 0.69% |
| MARIO HAIFA3 | 216 WARWICK DR PITTSBURGH, PA 15241 | AFLAC AB215 | $43 | — | $43 | 0.20% |
| TEMPLE K WOODLEY3 Filed as: TEMPLE WOODLEY | 2014 REIS RUN ROAD PITTSBURGH, PA 15237 | AFLAC AB215 | $40 | — | $40 | 0.19% |
| BRIAN W PATTEN3 Filed as: BRIAN W. PATTEN | 120 MARGUERITE DRIVE, SUITE 101 CRANBERRY, PA 16066 | AFLAC AB215 | $28 | — | $28 | 0.13% |
| RUSSELL L WARYE3 Filed as: RUSSELL L WOODLEY | 2014 REIS RUN ROAD PITTSBURGH, PA 15237 | AFLAC AB215 | $27 | — | $27 | 0.13% |
| LINDA M NEARHOOF3 | 2411 WEST 26 STREET ERIE, PA 16506 | AFLAC AB215 | $11 | — | $11 | 0.05% |
| DIANE HELEN DUDA3 | 11209 COSTA DEL SOL NE ALBUQUERQUE, NM 87111 | AFLAC AB215 | $9 | — | $9 | 0.04% |
| JOY GRUBE PADGELEK3 Filed as: JOY PADGELEK | 1195 WASHINGTON PIKE SUITE 300 BRIDGEVILLE, PA 15017 | AFLAC AB215 | $9 | — | $9 | 0.04% |
| SHARON R GRANT3 Filed as: SHARON GRANT | 4975 KINGSTON WAY NAPLES, FL 34119 | AFLAC AB215 | $8 | — | $8 | 0.04% |
| TIMOTHY R QUINLAN3 Filed as: TIMOTHY QUINLAN | 137 SEMICONON LANE RENFREW, PA 16053 | AFLAC AB215 | $4 | — | $4 | 0.02% |
| DENNIS HULSE3 | 240 PARALLEL ST PLEASANTVILLE, PA 16341 | AFLAC AB215 | $2 | — | $2 | 0.01% |
| JAMES BRANDT3 | 47 MARVIN STREET PORT MATILDA, PA 16870 | AFLAC AB215 | $2 | — | $2 | 0.01% |
| LEE PHYLLIS PRESTOPINE3 | 194 HICKORY VIEW DRIVE NEW CASTLE, PA 19102 | AFLAC AB217 | $992 | $18 | $1K | 6.99% |
| PATRICK PREISEL3 | 806 YOUNG ST NEW CASTLE, PA 16101 | AFLAC AB217 | $240 | — | $240 | 1.66% |
| MARILYN WYMAN3 | 4276 STONE CREEK DR ERIE, PA 16506 | AFLAC AB217 | $153 | $4 | $157 | 1.09% |
| TEMPLE K WOODLEY3 Filed as: TEMPLE WOODLEY | 2014 REIS RUN ROAD PITTSBURGH, PA 15237 | AFLAC AB217 | $88 | — | $88 | 0.61% |
| BILLY M CRAIN3 Filed as: BILLY CRAIN | 1026 RHODES LANE BROOKVILLE, PA 15825 | AFLAC AB217 | $77 | — | $77 | 0.53% |
| MARIO HAIFA3 | 216 WARWICK DR PITTSBURGH, PA 15241 | AFLAC AB217 | $75 | — | $75 | 0.52% |
| RONALD PUSZ3 | 18282 TECHNOLOGY DRIVE STE 205 MEADVILLE, PA 16335 | AFLAC AB217 | $22 | $4 | $26 | 0.18% |
| RUSSELL L WARYE3 Filed as: RUSSELL L WOODLEY | 2014 REIS RUN ROAD PITTSBURGH, PA 15237 | AFLAC AB217 | $24 | — | $24 | 0.17% |
| STEVE MINTZ3 | 12 WINDWARD WAY CHAGRIN FALLS, OH 44023 | AFLAC AB217 | $24 | — | $24 | 0.17% |
| MASTERS BENEFITS AGENCY INC.3 | 26650 REAISSANCE PKWY CLEVELAND, OH 44128 | AFLAC AB217 | $22 | — | $22 | 0.15% |
| BRIAN W PATTEN3 Filed as: BRIAN W. PATTEN | 120 MARGUERITE DRIVE, SUITE 101 CRANBERRY, PA 16066 | AFLAC AB217 | $20 | — | $20 | 0.14% |
| JOY GRUBE PADGELEK3 Filed as: JOY PADGELEK | 1195 WASHINGTON PIKE SUITE 300 BRIDGEVILLE, PA 15017 | AFLAC AB217 | $15 | — | $15 | 0.10% |
| DAMON K MINTZ3 | 17531 MERRY OAKS TRAIL CHAGRIN FALLS, OH 44023 | AFLAC AB217 | $11 | — | $11 | 0.08% |
| MARC J HAIRE3 Filed as: MARC HAIRE | 9885 GREENHAVEN PKWY BRECKSVILLE, OH 44141 | AFLAC AB217 | $8 | — | $8 | 0.06% |
| TIMOTHY R QUINLAN3 Filed as: TIMOTHY QUINLAN | 137 SEMICONON LANE RENFREW, PA 16053 | AFLAC AB217 | $7 | — | $7 | 0.05% |
| MICHAEL J QUINN3 | 8580 MAJORCA LANE NAPLES, FL 34114 | AFLAC AB217 | $6 | — | $6 | 0.04% |
| DIANE HELEN DUDA3 | 11209 COSTA DEL SOL NE ALBUQUERQUE, NM 87111 | AFLAC AB217 | $5 | — | $5 | 0.03% |
| MARK L HUFHAND3 | 3313 LEE ST NW CANTON, OH 44720 | AFLAC AB217 | $3 | — | $3 | 0.02% |
| DENNIS HULSE3 | 240 PARALLEL ST PLEASANTVILLE, PA 16341 | AFLAC AB217 | $2 | — | $2 | 0.01% |
| JAMES BRANDT3 | 47 MARVIN STREET PORT MATILDA, PA 16870 | AFLAC AB217 | $1 | — | $1 | 0.01% |
| HERBERT P SHNIDER3 Filed as: HERBERT SHNIDER | 6192 MCNAUGHTEN GROVE LANE COLUMBUS, OH 43213 | AFLAC AB217 | $1 | — | $1 | 0.01% |
| JOHN C RASCHELLA3 Filed as: JOHN RASCHELLA | 20301 GRD OAK SH BLVD 118-32 ESTERO, FL 33928 | AFLAC AB217 | $1 | — | $1 | 0.01% |
| SHARON R GRANT3 Filed as: SHARON GRANT | 4975 KINGSTON WAY NAPLES, FL 34119 | AFLAC AB217 | $1 | — | $1 | 0.01% |
| TARTAN INSURANCE AGENCY3 Filed as: TARTAN INSURANCE AGENCY INC | 7260 WEST BLVD BLDG I BOARDMAN, OH 44512 | ANTHEM LIFE INSURANCE COMPANY | $774 | $0 | $774 | 9.16% |
| LEE PHYLLIS PRESTOPINE3 | 194 HICKORY VIEW DRIVE NEW CASTLE, PA 16102 | AFLAC KNP17 | $1K | $50 | $1K | 29.65% |
| MARILYN WYMAN3 | 4276 STONE CREEK DR ERIE, PA 16506 | AFLAC KNP17 | $266 | $10 | $276 | 6.44% |
| RONALD PUSZ3 | 18282 TECHNOLOGY DRIVE STE 205 MEADVILLE, PA 16335 | AFLAC KNP17 | $174 | $10 | $184 | 4.30% |
| BRIAN W PATTEN3 Filed as: BRIAN W. PATTEN | 120 MARGUERITE DRIVE, SUITE 101 CRANBERRY, PA 16066 | AFLAC KNP17 | $16 | — | $16 | 0.37% |
| RUSSELL L WARYE3 Filed as: RUSSELL L WOODLEY | 2014 REIS RUN ROAD PITTSBURGH, PA 15237 | AFLAC KNP17 | $8 | — | $8 | 0.19% |
| TEMPLE K WOODLEY3 Filed as: TEMPLE WOODLEY | 2014 REIS RUN ROAD PITTSBURGH, PA 15237 | AFLAC KNP17 | $4 | — | $4 | 0.09% |
| JOSHUA B PATTEN3 Filed as: JOSHUA B. PATTEN | 102 PEPPERGRASS ROAD BADEN, PA 15005 | AFLAC KNP17 | $3 | — | $3 | 0.07% |
| CYNTHIA KAY PATTEN3 | 102 PEPPERGRASS ROAD BADEN, PA 15005 | AFLAC KNP17 | $2 | — | $2 | 0.05% |
| MARIO HAIFA3 | 216 WARWICK DR PITTSBURGH, PA 15241 | AFLAC KNP17 | $1 | — | $1 | 0.02% |
| CYNTHIA KAY PATTEN3 | 121 BUCKTHORN RD BADEN, PA 15005 | AFLAC KNP17 | $1 | — | $1 | 0.02% |
| LEE PHYLLIS PRESTOPINE3 | 194 HICKORY VIEW DRIVE NEW CASTLE, PA 16102 | AFLAC FN377 | $654 | $21 | $675 | 17.60% |
| MARILYN WYMAN3 | 4276 STONE CREEK DR ERIE, PA 16506 | AFLAC FN377 | $125 | $4 | $129 | 3.36% |
| RONALD PUSZ3 | 18282 TECHNOLOGY DRIVE STE 205 MEADVILLE, PA 16335 | AFLAC FN377 | $75 | $4 | $79 | 2.06% |
| PATRICK PREISEL3 | 806 YOUNG ST NEW CASTLE, PA 16101 | AFLAC FN377 | $51 | — | $51 | 1.33% |
| BILLY M CRAIN3 Filed as: BILLY CRAIN | 1026 RHODES LANE BROOKVILLE, PA 15825 | AFLAC FN377 | $18 | — | $18 | 0.47% |
| TEMPLE K WOODLEY3 Filed as: TEMPLE WOODLEY | 2014 REIS RUN ROAD PITTSBURGH, PA 15237 | AFLAC FN377 | $7 | — | $7 | 0.18% |
| MATTHEW MCCLAY3 | 1086 MANSFIELD AVENUE INDIANA, PA 15701 | AFLAC FN377 | $7 | — | $7 | 0.18% |
| MARIO HAIFA3 | 216 WARWICK DR PITTSBURGH, PA 15241 | AFLAC FN377 | $5 | — | $5 | 0.13% |
| BRIAN W PATTEN3 Filed as: BRIAN W. PATTEN | 120 MARGUERITE DRIVE, SUITE 101 CRANBERRY, PA 16066 | AFLAC FN377 | $4 | — | $4 | 0.10% |
| TIMOTHY R QUINLAN3 Filed as: TIMOTHY QUINLAN | 137 SEMICONON LANE RENFREW, PA 16053 | AFLAC FN377 | $2 | — | $2 | 0.05% |
| JOY GRUBE PADGELEK3 Filed as: JOY PADGELEK | 1195 WASHINGTON PIKE SUITE 300 BRIDGEVILLE, PA 15017 | AFLAC FN377 | $2 | — | $2 | 0.05% |
| LEE PHYLLIS PRESTOPINE3 | 194 HICKORY VIEW DRIVE NEW CASTLE, PA 16102 | AFLAC FHW61 | $209 | — | $209 | 7.80% |
| MARILYN WYMAN3 | 4276 STONE CREEK DR ERIE, PA 16506 | AFLAC FHW61 | $160 | — | $160 | 5.97% |
| PATRICK PREISEL3 | 806 YOUNG ST NEW CASTLE, PA 16101 | AFLAC FHW61 | $65 | — | $65 | 2.43% |
| TEMPLE K WOODLEY3 Filed as: TEMPLE WOODLEY | 2014 REIS RUN ROAD PITTSBURGH, PA 15237 | AFLAC FHW61 | $33 | — | $33 | 1.23% |
| MARIO HAIFA3 | 216 WARWICK DR PITTSBURGH, PA 15241 | AFLAC FHW61 | $21 | — | $21 | 0.78% |
| RONALD PUSZ3 | 18282 TECHNOLOGY DRIVE STE 205 MEADVILLE, PA 16335 | AFLAC FHW61 | $21 | — | $21 | 0.78% |
| RUSSELL L WARYE3 Filed as: RUSSELL L WOODLEY | 2014 REIS RUN ROAD PITTSBURGH, PA 15237 | AFLAC FHW61 | $7 | — | $7 | 0.26% |
| SMITH BENEFITS CONSULTING GROUP3 Filed as: SMITH BENEFIT CONSULTING GROUP | 810 RIVER AVE STE 230 PITTSBURGH, PA 15212 | AFLAC FHW61 | $6 | — | $6 | 0.22% |
| JOY GRUBE PADGELEK3 Filed as: JOY PADGELEK | 1195 WASHINGTON PIKE SUITE 300 BRIDGEVILLE, PA 15017 | AFLAC FHW61 | $4 | — | $4 | 0.15% |
| BRIAN W PATTEN3 Filed as: BRIAN W. PATTEN | 120 MARGUERITE DRIVE, SUITE 101 CRANBERRY, PA 16066 | AFLAC FHW61 | $2 | — | $2 | 0.07% |
| JAMES BRANDT3 | 47 MARVIN STREET PORT MATILDA, PA 16870 | AFLAC FHW61 | $2 | — | $2 | 0.07% |
| LEE PHYLLIS PRESTOPINE3 | 194 HICKORY VIEW DRIVE NEW CASTLE, PA 16102 | AFLAC LTS22 | $842 | — | $842 | 31.52% |
| MARILYN WYMAN3 | 4276 STONE CREEK DR ERIE, PA 16506 | AFLAC LTS22 | $190 | — | $190 | 7.11% |
| RONALD PUSZ3 | 18282 TECHNOLOGY DRIVE STE 205 MEADVILLE, PA 16335 | AFLAC LTS22 | $123 | — | $123 | 4.61% |
| SMITH BENEFITS CONSULTING GROUP3 Filed as: SMITH BENEFIT CONSULTING GROUP | 810 RIVER AVE STE 230 PITTSBURGH, PA 15212 | AFLAC LTS22 | $2 | — | $2 | 0.07% |
| LEE PHYLLIS PRESTOPINE3 | 194 HICKORY VIEW DRIVE NEW CASTLE, PA 16102 | AFLAC KVK24 | $281 | $38 | $319 | 25.38% |
| MARILYN WYMAN3 | 4276 STONE CREEK DR ERIE, PA 16506 | AFLAC KVK24 | $59 | $8 | $67 | 5.33% |
| RONALD PUSZ3 | 18282 TECHNOLOGY DRIVE STE 205 MEADVILLE, PA 16335 | AFLAC KVK24 | $38 | $8 | $46 | 3.66% |
| PATRICK PREISEL3 | 806 YOUNG ST NEW CASTLE, PA 16101 | AFLAC KVK24 | $9 | — | $9 | 0.72% |
| BILLY M CRAIN3 Filed as: BILLY CRAIN | 1026 RHODES LANE BROOKVILLE, PA 15825 | AFLAC KVK24 | $4 | — | $4 | 0.32% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| MERITAIN HEALTH EIN 16-1264154 NONE | Accounting (including auditing) Service code 10 | 24651 CENTER RIDGE RD 475 WESTLAKE, OH 44145 | $7K |
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 | 405 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 405 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(9 contracts, 9 carriers) | AFLAC AB211 | 135 | $83K |
| Short-term disability(8 contracts, 8 carriers) | AFLAC AB211 | 43 | $75K |
| Long-term disability(8 contracts, 8 carriers) | AFLAC AB211 | 43 | $75K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 135 | — |
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.