| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| TARTAN INSURANCE AGENCY3 Filed as: TARTAN INSURANCE AGENCY INC | 7260 WEST BOULEVARD YOUNGSTOWN, OH 44512 | COMMUNITY INSURANCE COMPANY | $25K | — | $25K | 2.37% |
| LEE PHYLLIS PRESTOPINE3 Filed as: LEE PRESTOPINE | 194 HICKORY VIEW DR NEW CASTLE, PA 16102 | COMMUNITY INSURANCE COMPANY | $1K | — | $1K | 8.82% |
| MARILYN WYMAN3 | 203 AIKEN RD NEW CASTLE, PA 16101 | COMMUNITY INSURANCE COMPANY | $322 | — | $322 | 1.96% |
| SADIE T PRESCOTT3 Filed as: SADIE PRESCOTT | 1130 GREENFIELD DR ERIE, PA 16509 | COMMUNITY INSURANCE COMPANY | $167 | — | $167 | 1.02% |
| PATRICK PREISEL3 | 806 YOUNG ST NEW CASTLE, PA 16101 | COMMUNITY INSURANCE COMPANY | $135 | — | $135 | 0.82% |
| SMITH BENEFITS CONSULTING GROUP3 | 810 RIVER AVE STE 230 PITTSBURGH, PA 15212 | COMMUNITY INSURANCE COMPANY | $132 | — | $132 | 0.80% |
| BILLY M CRAIN3 Filed as: BILLY CRAIN | 8990 WENTLETRAP AVE PORT ST JOE, FL 32456 | COMMUNITY INSURANCE COMPANY | $87 | — | $87 | 0.53% |
| TEMPLE K WOODLEY3 Filed as: TEMPLE WOODLEY | 2014 REIS RUN RD PITTSBURGH, PA 15237 | COMMUNITY INSURANCE COMPANY | $47 | — | $47 | 0.29% |
| JULIE SHUTTLEWORTH3 | 4060 BLUE JAY DR SHARPSVILLE, PA 16150 | COMMUNITY INSURANCE COMPANY | $25 | — | $25 | 0.15% |
| BRIAN W PATTEN3 Filed as: BRIAN PATTEN | 120 MARGUERITE DR STE 101 CRANBERRY TOWNSHIP, PA 16066 | COMMUNITY INSURANCE COMPANY | $20 | — | $20 | 0.12% |
| LEON KOKAL3 | 624-2 RUSSET WOODS LN AURORA, OH 44202 | COMMUNITY INSURANCE COMPANY | $16 | — | $16 | 0.10% |
| RONALD PUSZ3 | 18282 TECHNOLOGY DR STE 205 MEADVILLE, PA 16335 | COMMUNITY INSURANCE COMPANY | $16 | — | $16 | 0.10% |
| TIMOTHY R QUINLAN3 Filed as: TIMOTHY QUINLAN | PO BOX 387 CONNOQUENESSING, PA 16027 | COMMUNITY INSURANCE COMPANY | $13 | — | $13 | 0.08% |
| MASTER BENEFITS3 | 26650 RENAISSANCE PKWY CLEVELAND, OH 44128 | COMMUNITY INSURANCE COMPANY | — | $12 | $12 | 0.07% |
| LEWIS P AGNONE3 Filed as: LEWIS AGNONE | 360 EASTWOOD DR HUBBARD, OH 44425 | COMMUNITY INSURANCE COMPANY | $10 | — | $10 | 0.06% |
| DAVID WALKER3 | PO BOX 1482 WARREN, OH 44482 | COMMUNITY INSURANCE COMPANY | $9 | — | $9 | 0.05% |
| JOY GRUBE PADGELEK3 Filed as: JOY PADGELEK | 1195 WASHINGTON PIKE STE 300 BRIDGEVILLE, PA 15017 | COMMUNITY INSURANCE COMPANY | $9 | — | $9 | 0.05% |
| TYE ELLIOTT3 | 2315 W PINNACLE DR DUNLAP, IL 61525 | COMMUNITY INSURANCE COMPANY | $6 | — | $6 | 0.04% |
| SHARON R GRANT3 Filed as: SHARON GRANT | 96 SILVER OAKS CIR APT 1104 NAPLES, FL 34119 | COMMUNITY INSURANCE COMPANY | $5 | — | $5 | 0.03% |
| TINA MILNER3 | PO BOX 668 WARREN, OH 44482 | COMMUNITY INSURANCE COMPANY | $3 | — | $3 | 0.02% |
| RUSSELL WOODLEY3 | 2014 REIS RUN RD PITTSBURGH, PA 15237 | COMMUNITY INSURANCE COMPANY | $3 | — | $3 | 0.02% |
| RPM LTD3 | PO BOX 1016 YULEE, FL 32041 | COMMUNITY INSURANCE COMPANY | $2 | — | $2 | 0.01% |
| DANIEL E TORRES3 Filed as: DANIEL TORRES | 301 JAMESON CT SEVEN FIELDS, PA 16046 | COMMUNITY INSURANCE COMPANY | $1 | — | $1 | 0.01% |
| JAMES BRANDT3 | 47 MARVIN ST PORT MATILDA, PA 16870 | COMMUNITY INSURANCE COMPANY | $1 | — | $1 | 0.01% |
| LISA CUNNINGHAM3 | 3922 W SANDPIPER DR APT 6 BOYNTON BEACH, FL 33436 | COMMUNITY INSURANCE COMPANY | $1 | — | $1 | 0.01% |
| DENNIS HULSE3 | 240 PARALLEL ST PLEASANTVILLE, PA 16341 | COMMUNITY INSURANCE COMPANY | $1 | — | $1 | 0.01% |
| LEE PHYLLIS PRESTOPINE3 Filed as: LEE PRESTOPINE | 194 HICKORY VIEW DR NEW CASTLE, PA 16102 | AFLAC AB215 | $1K | $58 | $1K | 8.14% |
| MARILYN WYMAN3 | 203 AIKEN RD NEW CASTLE, PA 16101 | AFLAC AB215 | $275 | — | $275 | 1.69% |
| PATRICK PREISEL3 | 806 YOUNG ST NEW CASTLE, PA 16101 | AFLAC AB215 | $165 | — | $165 | 1.02% |
| SADIE T PRESCOTT3 Filed as: SADIE PRESCOTT | 1130 GREENFIELD DR ERIE, PA 16509 | AFLAC AB215 | $121 | $13 | $134 | 0.83% |
| BILLY M CRAIN3 Filed as: BILLY CRAIN | 8990 WENTLETRAP AVE PORT ST JOE, FL 32456 | AFLAC AB215 | $110 | — | $110 | 0.68% |
| SMITH BENEFITS CONSULTING GROUP3 | 810 RIVER AVE STE 230 PITTSBURGH, PA 15212 | AFLAC AB215 | $92 | $13 | $105 | 0.65% |
| RONALD PUSZ3 | 18282 TECHNOLOGY DR STE 205 MEADVILLE, PA 16335 | AFLAC AB215 | $43 | — | $43 | 0.26% |
| TEMPLE K WOODLEY3 Filed as: TEMPLE WOODLEY | 2014 REIS RUN RD PITTSBURGH, PA 15237 | AFLAC AB215 | $29 | — | $29 | 0.18% |
| RUSSELL WOODLEY3 | 2014 REIS RUN RD PITTSBURGH, PA 15237 | AFLAC AB215 | $25 | — | $25 | 0.15% |
| BRIAN W PATTEN3 Filed as: BRIAN PATTEN | 120 MARGUERITE DR STE 101 CRANBERRY TOWNSHIP, PA 16066 | AFLAC AB215 | $25 | — | $25 | 0.15% |
| JOY GRUBE PADGELEK3 Filed as: JOY PADGELEK | 1195 WASHINGTON PIKE STE 300 BRIDGEVILLE, PA 15017 | AFLAC AB215 | $9 | — | $9 | 0.06% |
| SHARON R GRANT3 Filed as: SHARON GRANT | 96 SILVER OAKS CIR APT 1104 NAPLES, FL 34119 | AFLAC AB215 | $6 | — | $6 | 0.04% |
| DENNIS HULSE3 | 240 PARALLEL ST PLEASANTVILLE, PA 16841 | AFLAC AB215 | $1 | — | $1 | 0.01% |
| JAMES BRANDT3 | 47 MARVIN ST PORT MATILDA, PA 16870 | AFLAC AB215 | $1 | — | $1 | 0.01% |
| TIMOTHY R QUINLAN3 Filed as: TIMOTHY QUINLAN | PO BOX 387 CONNOQUENESSING, PA 16027 | AFLAC AB215 | — | — | $0 | 0.00% |
| LEE PHYLLIS PRESTOPINE3 Filed as: LEE PRESTOPINE | 194 HICKORY VIEW DR NEW CASTLE, PA 16102 | AFLAC AB217 | $816 | — | $816 | 8.96% |
| PATRICK PREISEL3 | 806 YOUNG ST NEW CASTLE, PA 16101 | AFLAC AB217 | $105 | — | $105 | 1.15% |
| MARILYN WYMAN3 | 203 AIKEN RD NEW CASTLE, PA 16101 | AFLAC AB217 | $73 | — | $73 | 0.80% |
| SADIE T PRESCOTT3 Filed as: SADIE PRESCOTT | 1130 GREENFIELD DR ERIE, PA 16509 | AFLAC AB217 | $59 | — | $59 | 0.65% |
| TEMPLE K WOODLEY3 Filed as: TEMPLE WOODLEY | 2014 REIS RUN RD PITTSBURGH, PA 15237 | AFLAC AB217 | $41 | — | $41 | 0.45% |
| SMITH BENEFITS CONSULTING GROUP3 | 810 RIVER AVE STE 230 PITTSBURGH, PA 15237 | AFLAC AB217 | $40 | — | $40 | 0.44% |
| BILLY M CRAIN3 Filed as: BILLY CRAIN | 8990 WENTLETRAP AVE PORT ST JOE, FL 32456 | AFLAC AB217 | $33 | — | $33 | 0.36% |
| RUSSELL WOODLEY3 | 2014 REIS RUN RD PITTSBURGH, PA 15237 | AFLAC AB217 | $27 | — | $27 | 0.30% |
| STEVEN N MINTZ3 Filed as: STEVEN MINTZ | 12 WINDWARD WAY CHAGRIN FALLS, OH 44023 | AFLAC AB217 | $26 | — | $26 | 0.29% |
| DAMON MINTZ3 | 2515 HOLGATE RD AKRON, OH 44313 | AFLAC AB217 | $12 | — | $12 | 0.13% |
| BRIAN W PATTEN3 Filed as: BRIAN PATTEN | 120 MARGUERITE DR STE 101 CRANBERRY TOWNSHIP, PA 16066 | AFLAC AB217 | $12 | — | $12 | 0.13% |
| MARC J HAIRE3 | 9885 GREENHAVEN PKWY BRECKSVILLE, OH 44141 | AFLAC AB217 | $9 | — | $9 | 0.10% |
| JOY GRUBE PADGELEK3 Filed as: JOY PADGELEK | 1195 WASHINGTON PIKE STE 300 BRIDGEVILLE, PA 15017 | AFLAC AB217 | $8 | — | $8 | 0.09% |
| RONALD PUSZ3 | 18282 TECHNOLOGY DR STE 205 MEADVILLE, PA 16335 | AFLAC AB217 | $8 | — | $8 | 0.09% |
| MICHAEL C WALKER3 Filed as: MICHAEL QUINN | 8580 MAJORCA LN NAPLES, FL 34114 | AFLAC AB217 | $7 | — | $7 | 0.08% |
| TIMOTHY R QUINLAN3 Filed as: TIMOTHY QUINLAN | PO BOX 387 CONNOQUENESSING, PA 16027 | AFLAC AB217 | $6 | — | $6 | 0.07% |
| MARK L HUFHAND3 Filed as: MARK HUFHAND | 925 S MAIN ST STE B NORTH CANTON, OH 44720 | AFLAC AB217 | $4 | — | $4 | 0.04% |
| JAMES BRANDT3 | 47 MARVIN ST PORT MATILDA, PA 16870 | AFLAC AB217 | $1 | — | $1 | 0.01% |
| HERBERT P SHNIDER3 Filed as: HERBERT SHNIDER | 6192 MCNAUGHTEN GROVE LN COLUMBUS, OH 43213 | AFLAC AB217 | $1 | — | $1 | 0.01% |
| JOHN C RASCHELLA3 Filed as: JOHN RASCHELLA | 20521 TAHITIAN BLVD ESTERO, FL 33928 | AFLAC AB217 | $1 | — | $1 | 0.01% |
| SHARON R GRANT3 Filed as: SHARON GRANT | 96 SILVER OAKS CIR APT 1104 NAPLES, FL 34119 | AFLAC AB217 | — | — | $0 | 0.00% |
| TARTAN INSURANCE AGENCY3 Filed as: TARTAN INSURANCE AGENCY INC | 725 BOARDMAN CANFIELD RD BLDG K YOUNGSTOWN, OH 44512 | ANTHEM LIFE INSURANCE COMPANY | $865 | — | $865 | 10.63% |
| LEE PHYLLIS PRESTOPINE3 Filed as: LEE PRESTOPINE | 194 HICKORY VIEW DR NEW CASTLE, PA 16102 | AFLAC FN377 | $2K | $59 | $2K | 23.50% |
| SADIE T PRESCOTT3 Filed as: SADIE PRESCOTT | 1130 GREENFIELD DR ERIE, PA 16509 | AFLAC FN377 | $345 | $14 | $359 | 5.25% |
| SMITH BENEFITS CONSULTING GROUP3 | 810 RIVER AVE STE 230 PITTSBURGH, PA 15212 | AFLAC FN377 | $239 | $14 | $253 | 3.70% |
| MARILYN WYMAN3 | 203 AIKEN RD NEW CASTLE, PA 16101 | AFLAC FN377 | $41 | — | $41 | 0.60% |
| PATRICK PREISEL3 | 806 YOUNG ST NEW CASTLE, PA 16101 | AFLAC FN377 | $26 | — | $26 | 0.38% |
| RONALD PUSZ3 | 18282 TECHNOLOGY DR STE 205 MEADVILLE, PA 16335 | AFLAC FN377 | $18 | — | $18 | 0.26% |
| BILLY M CRAIN3 Filed as: BILLY CRAIN | 8990 WENTLETRAP AVE PORT ST JOE, FL 32456 | AFLAC FN377 | $11 | — | $11 | 0.16% |
| MATTHEW MCCLAY3 | 1086 MANSFIELD AVE INDIANA, PA 15701 | AFLAC FN377 | $7 | — | $7 | 0.10% |
| TIMOTHY R QUINLAN3 Filed as: TIMOTHY QUINLAN | PO BOX 387 CONNOQUENESSING, PA 16027 | AFLAC FN377 | $1 | — | $1 | 0.01% |
| BRIAN W PATTEN3 Filed as: BRIAN PATTEN | 120 MARGUERITE DR STE 101 CRANBERRY TOWNSHIP, PA 16066 | AFLAC FN377 | $1 | — | $1 | 0.01% |
| JOY GRUBE PADGELEK3 Filed as: JOY PADGELEK | 1195 WASHINGTON PIKE STE 300 BRIDGEVILLE, PA 15017 | AFLAC FN377 | $1 | — | $1 | 0.01% |
| LEE PHYLLIS PRESTOPINE3 Filed as: LEE PRESTOPINE | 194 HICKORY VIEW DR NEW CASTLE, PA 16102 | AFLAC KNP17 | $529 | $9 | $538 | 12.29% |
| MARILYN WYMAN3 | 203 AIKEN RD NEW CASTLE, PA 16101 | AFLAC KNP17 | $98 | — | $98 | 2.24% |
| SADIE T PRESCOTT3 Filed as: SADIE PRESCOTT | 1130 GREENFIELD DR ERIE, PA 16509 | AFLAC KNP17 | $89 | $2 | $91 | 2.08% |
| SMITH BENEFITS CONSULTING GROUP3 | 810 RIVER AVE STE 230 PITTSBURGH, PA 15212 | AFLAC KNP17 | $61 | $2 | $63 | 1.44% |
| RONALD PUSZ3 | 18282 TECHNOLOGY DR STE 205 MEADVILLE, PA 16335 | AFLAC KNP17 | $39 | — | $39 | 0.89% |
| LEE PHYLLIS PRESTOPINE3 Filed as: LEE PRESTOPINE | 194 HICKORY VIEW DR NEW CASTLE, PA 16102 | AFLAC FHW61 | $434 | — | $434 | 11.00% |
| MARILYN WYMAN3 | 203 AIKEN RD NEW CASTLE, PA 16101 | AFLAC FHW61 | $150 | — | $150 | 3.80% |
| SADIE T PRESCOTT3 Filed as: SADIE PRESCOTT | 1130 GREENFIELD DR ERIE, PA 16509 | AFLAC FHW61 | $85 | — | $85 | 2.15% |
| SMITH BENEFITS CONSULTING GROUP3 | 810 RIVER AVE STE 230 PITTSBURGH, PA 15212 | AFLAC FHW61 | $65 | — | $65 | 1.65% |
| PATRICK PREISEL3 | 806 YOUNG ST NEW CASTLE, PA 16101 | AFLAC FHW61 | $61 | — | $61 | 1.55% |
| TEMPLE K WOODLEY3 Filed as: TEMPLE WOODLEY | 2014 REIS RUN RD PITTSBURGH, PA 15237 | AFLAC FHW61 | $32 | — | $32 | 0.81% |
| RUSSELL WOODLEY3 | 2014 REIS RUN RD PITTSBURGH, PA 15237 | AFLAC FHW61 | $7 | — | $7 | 0.18% |
| RONALD PUSZ3 | 18282 TECHNOLOGY DR STE 205 MEADVILLE, PA 16335 | AFLAC FHW61 | $6 | — | $6 | 0.15% |
| JOY GRUBE PADGELEK3 Filed as: JOY PADGELEK | 1195 WASHINGTON PIKE STE 300 BRIDGEVILLE, PA 15017 | AFLAC FHW61 | $4 | — | $4 | 0.10% |
| BRIAN W PATTEN3 Filed as: BRIAN PATTEN | 120 MARGUERITE DR STE 101 CRANBERRY TOWNSHIP, PA 16066 | AFLAC FHW61 | $2 | — | $2 | 0.05% |
| JAMES BRANDT3 | 47 MARVIN ST PORT MATILDA, PA 16870 | AFLAC FHW61 | $2 | — | $2 | 0.05% |
| LEE PHYLLIS PRESTOPINE3 Filed as: LEE PRESTOPINE | 194 HICKORY VIEW DR NEW CASTLE, PA 16102 | AFLAC PDY41 | $516 | $45 | $561 | 14.33% |
| SADIE T PRESCOTT3 Filed as: SADIE PRESCOTT | 1130 GREENFIELD DR ERIE, PA 16509 | AFLAC PDY41 | $106 | $11 | $117 | 2.99% |
| SMITH BENEFITS CONSULTING GROUP3 | 810 RIVER AVE STE 230 PITTSBURGH, PA 15212 | AFLAC PDY41 | $73 | $11 | $84 | 2.15% |
| MARILYN WYMAN3 | 203 AIKEN RD NEW CASTLE, PA 16101 | AFLAC PDY41 | $33 | — | $33 | 0.84% |
| PATRICK PREISEL3 | 806 YOUNG ST NEW CASTLE, PA 16101 | AFLAC PDY41 | $16 | — | $16 | 0.41% |
| TEMPLE K WOODLEY3 Filed as: TEMPLE WOODLEY | 2014 REIS RUN RD PITTSBURGH, PA 15237 | AFLAC PDY41 | $7 | — | $7 | 0.18% |
| RONALD PUSZ3 | 18282 TECHNOLOGY DR STE 205 MEADVILLE, PA 16335 | AFLAC PDY41 | $6 | — | $6 | 0.15% |
| BRIAN W PATTEN3 Filed as: BRIAN PATTEN | 120 MARGUERITE DR STE 101 CRANBERRY TOWNSHIP, PA 16066 | AFLAC PDY41 | $3 | — | $3 | 0.08% |
| JOY GRUBE PADGELEK3 Filed as: JOY PADGELEK | 1195 WASHINGTON PIKE STE 300 BRIDGEVILLE, PA 15017 | AFLAC PDY41 | $1 | — | $1 | 0.03% |
| LEE PHYLLIS PRESTOPINE3 Filed as: LEE PRESTOPINE | 194 HICKORY VIEW DR NEW CASTLE, PA 16102 | AFLAC LTS22 | $533 | $50 | $583 | 21.27% |
| SADIE T PRESCOTT3 Filed as: SADIE PRESCOTT | 1130 GREENFIELD DR ERIE, PA 16509 | AFLAC LTS22 | $116 | $12 | $128 | 4.67% |
| SMITH BENEFITS CONSULTING GROUP3 | 810 RIVER AVE STE 230 PITTSBURGH, PA 15212 | AFLAC LTS22 | $76 | $12 | $88 | 3.21% |
| MARILYN WYMAN3 | 203 AIKEN RD NEW CASTLE, PA 16101 | AFLAC LTS22 | $43 | — | $43 | 1.57% |
| RONALD PUSZ3 | 18282 TECHNOLOGY DR STE 205 MEADVILLE, PA 16335 | AFLAC LTS22 | $18 | — | $18 | 0.66% |
| LEE PHYLLIS PRESTOPINE3 Filed as: LEE PRESTOPINE | 194 HICKORY VIEW DR NEW CASTLE, PA 16102 | AFLAC KVK24 | $238 | $29 | $267 | 14.37% |
| SADIE T PRESCOTT3 Filed as: SADIE PRESCOTT | 1130 GREENFIELD DR ERIE, PA 16509 | AFLAC KVK24 | $46 | $7 | $53 | 2.85% |
| SMITH BENEFITS CONSULTING GROUP3 | 810 RIVER AVE STE 230 PITTSBURGH, PA 15212 | AFLAC KVK24 | $28 | $7 | $35 | 1.88% |
| PATRICK PREISEL3 | 806 YOUNG ST NEW CASTLE, PA 16101 | AFLAC KVK24 | $21 | — | $21 | 1.13% |
| MARILYN WYMAN3 | 203 AIKEN RD NEW CASTLE, PA 16101 | AFLAC KVK24 | $10 | — | $10 | 0.54% |
| BILLY M CRAIN3 Filed as: BILLY CRAIN | 8990 WENTLETRAP AVE PORT ST JOE, FL 32456 | AFLAC KVK24 | $9 | — | $9 | 0.48% |
| RONALD PUSZ3 | 18282 TECHNOLOGY DR STE 205 MEADVILLE, PA 16335 | AFLAC KVK24 | $5 | — | $5 | 0.27% |
| 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 | 326 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 326 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(10 contracts, 10 carriers) | COMMUNITY INSURANCE COMPANY | 112 | $74K |
| Short-term disability(9 contracts, 9 carriers) | COMMUNITY INSURANCE COMPANY | 25 | $65K |
| Long-term disability(9 contracts, 9 carriers) | COMMUNITY INSURANCE COMPANY | 25 | $65K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 112 | — |
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.