| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MESIROW INSURANCE SERVICES INC3 | 353 NORTH CLARK STREET SUITE 1100 CHICAGO, IL 60654 | UNITEDHEALTHCARE INSURANCE COMPANY | $79K | $8K | $87K | 3.04% |
| MESIROW INSURANCE SERVICES INC3 Filed as: MESIROW INSURANCE SERVICES, INC. | 350 NORTH CLARK STREET Q13 CHICAGO, ID 60610 | RELIASTAR LIFE INSURANCE COMPANY | $16K | $3K | $19K | 7.64% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701B STREET 6TH FLOOR SAN DIEGO, CA 92101 | RELIASTAR LIFE INSURANCE COMPANY | — | $5K | $5K | 2.02% |
| KITTE L ALLEN3 | 678 WALNUT WOODS DRIVE GREENWOOD, IN 46142 | AFLAC | $11K | $384 | $11K | 12.90% |
| CANDACE QUILL3 | 742 PINE LAKE DRIVE SUITE 100 GREENWOOD, IN 46143 | AFLAC | $2K | $46 | $2K | 2.74% |
| ASHLEY SHAW LLC3 | 2501 MADISON AVENUE INDIANAPOLIS, IN 46225 | AFLAC | $2K | $75 | $2K | 2.63% |
| KATTE L HANNER3 Filed as: KATTE HANNER | 6378 DEERSTAND ROAD GREENWOOD, IN 46143 | AFLAC | $2K | — | $2K | 2.04% |
| KRISTIN SWISHER3 | 4975 LACROSS ROAD SUITE 201 NORTH CHARLESTON, SC 29406 | AFLAC | $1K | $2 | $1K | 1.16% |
| JON J SCHAEFER3 Filed as: JON SCHAEFER | 4900 WINSTON DRIVE INDIANAPOLIS, IN 46226 | AFLAC | $429 | $2 | $431 | 0.50% |
| RETTENMUND INSURANCE LLC3 | S7991 DENZER ROAD NORTH FREEDOM, WI 53951 | AFLAC | $354 | $29 | $383 | 0.44% |
| NAVILLE & ASSOCIATES3 | 5511 MOSER KNOB ROAD FLOYDS KNOBS, IN 47119 | AFLAC | $171 | $2 | $173 | 0.20% |
| THE SCOTT GROUP BENEFITS SPEC LLC3 Filed as: THE SCOTT GROUP BENEFITS SPECIALIST | 8320 ALLISON POINTE BOULEVARD INDIANAPOLIS, IN 46250 | AFLAC | $66 | — | $66 | 0.08% |
| ASSUREDPARTNERS3 Filed as: WILLIAM SHEPHERD | 707 ASTER COURT BOURBON, IN 46504 | AFLAC | $56 | — | $56 | 0.06% |
| BRITT F PARK3 Filed as: BRITT PARK | 1971 BRIARWOOD DRIVE CAPE GIRARDEAU, MO 63701 | AFLAC | $54 | — | $54 | 0.06% |
| MATTHEW A COOK3 | 10069 BENT TREE LANE FISHERS, IN 46037 | AFLAC | $38 | — | $38 | 0.04% |
| MARK A WOJDA3 | 631 GREENFORD TRAIL WEST CARMEL, IN 46032 | AFLAC | $38 | — | $38 | 0.04% |
| JOHN T CLANCY3 Filed as: JOHN CLANCY | 4025 PETE DYE BOULEVARD CARMEL, IN 46033 | AFLAC | $36 | — | $36 | 0.04% |
| PAUL GLOBAL BENEFITS INC3 Filed as: PAUL MARTINDALE | 10255 PRETTY LAKE TRAIL PLYMOUTH, IN 46563 | AFLAC | $31 | — | $31 | 0.04% |
| AMY E COHEN3 Filed as: AMY GEHLHAUSEN | 3115 HOWARD DRIVE JASPER, IN 47546 | AFLAC | $25 | — | $25 | 0.03% |
| KRISTEN HORN3 | 11037 BROADWAY SUITE C CROWN POINT, IN 46307 | AFLAC | $18 | — | $18 | 0.02% |
| LAYNE FINANCIAL INC3 Filed as: LAYNE LEEPER | 707 ASTER COURT BOURBON, IN 46504 | AFLAC | $12 | — | $12 | 0.01% |
| KELLY MARIE TRAXLER3 Filed as: KELLY TRAXLER | 20797 STATE ROAD 120 BRISTOL, IN 46507 | AFLAC | $12 | — | $12 | 0.01% |
| BRIANNA LYNN ROWE3 Filed as: BRIANNA ROWE | 3386 CHALICE COURT PLAINFIELD, IN 46168 | AFLAC | $10 | — | $10 | 0.01% |
| ALMA MOORE3 | 1315 GALLAHER ROAD KINGSTON, TN 37763 | AFLAC | $9 | — | $9 | 0.01% |
| JERAD C CROOKS3 Filed as: JERAD CROOKS | 540 SOUTH MAIN STREET BOURBON, IN 46504 | AFLAC | $8 | — | $8 | 0.01% |
| MONICA WENTZ3 | 790 NORTH CEDAR BLUFF ROAD APARTMENT 2419 KNOXVILLE, TN 37923 | AFLAC | $5 | — | $5 | 0.01% |
| JOHN TYLER & ASSOCIATES3 | 2131 KILEY WAY EDMOND, OK 73034 | AFLAC | $4 | — | $4 | 0.00% |
| KEVIN F WARD3 Filed as: KEVIN WARD | 12632 DOUBLE EAGLE DRIVE CARMEL, IN 46033 | AFLAC | $4 | — | $4 | 0.00% |
| WILLIS TOWERS WATSON US LLC3 Filed as: BRENDA WILLIS | 2461 ASHWELL AVENUE SOUTHWEST MASSILLON, OH 44646 | AFLAC | $4 | — | $4 | 0.00% |
| JENNIFER L MITCHEN3 | 9247 NORTH MERIDIAN STREET SUITE 205 INDIANAPOLIS, IN 46260 | AFLAC | $3 | — | $3 | 0.00% |
| BENJAMIN HUNTER3 | 11193 GUY STREET FISHERS, IN 46038 | AFLAC | $2 | — | $2 | 0.00% |
| DAYTON LLC3 | 324 OLD WOOD DRIVE COLUMBIA, SC 29212 | AFLAC | $2 | — | $2 | 0.00% |
| DOUGLAS FOX3 | 735 SOUTH GARFIELD AVENUE SUITE 203 TRAVERSE CITY, MI 49686 | AFLAC | $1 | — | $1 | 0.00% |
| MESIROW INSURANCE SERVICES INC3 | 353 NORTH CLARK STREET CHICAGO, IL 60654 | GUIDEONE SPECIALTY MUTUAL INSURANCE COMPANY | $379 | — | $379 | 10.01% |
| MESIROW INSURANCE SERVICES INC3 Filed as: MESIROW INSURANCE SERVICES, INC | 353 NORTH CLARK STREET CHICAGO, IL 60610 | GERBER LIFE INSURANCE COMPANY | $247 | — | $247 | 14.99% |
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 | 302 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 9 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 12 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 323 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTHCARE INSURANCE COMPANY | 483 | $2.9M |
| Vision | UNITEDHEALTHCARE INSURANCE COMPANY | 483 | $2.9M |
| Life insurance | RELIASTAR LIFE INSURANCE COMPANY | 302 | $243K |
| Short-term disability | RELIASTAR LIFE INSURANCE COMPANY | 302 | $243K |
| Long-term disability | RELIASTAR LIFE INSURANCE COMPANY | 302 | $243K |
| Other(5 contracts, 5 carriers) | RELIASTAR LIFE INSURANCE COMPANY | 302 | $337K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 483 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.