| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE CASON GROUP INC3 Filed as: CASON GROUP, INC. | 1612 MARION ST FL 4 COLUMBIA, SC 29201 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $11K | $11K | 3.45% |
| CENTURION INSURANCE SERVICES LLC3 Filed as: CENTURION INSURANCE SERVICES, LLC | 1001 VIRGINIA ST E STE 100 CHARLESTON, WV 25301 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $7K | $2K | $8K | 2.62% |
| BROKERAGE CONCEPTS INC3 Filed as: BROKERAGE CONCEPTS, INC | 512 TOWNSHIP LINE ROAD SUIT 110 BLUE BELL, PA 19422 | TOKIO MARINE HCC | $127K | — | $127K | 59.75% |
| CENTURION INSURANCE SERVICES LLC3 Filed as: CENTURION INSURANCE SERVICES, LLC | 1001 VIRGINIA ST E STE 100 CHARLESTON, WV 25301 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $1K | $5K | 4.11% |
| THE CASON GROUP INC3 Filed as: CASON GROUP, INC. | 1612 MARION ST FL 4 COLUMBIA, SC 29201 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $4K | $4K | 3.49% |
| CENTURION INSURANCE SERVICES LLC3 Filed as: CENTURION INSURANCE SERVICES, LLC | 1001 VIRGINIA ST E STE 100 CHARLESTON, WV 25301 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $1K | $5K | 4.11% |
| THE CASON GROUP INC3 Filed as: CASON GROUP, INC. | 1612 MARION ST FL 4 COLUMBIA, SC 29201 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $4K | $4K | 3.49% |
| CENTURION INSURANCE SERVICES LLC3 Filed as: CENTURION INSURANCE SERVICES, LLC | 1001 VIRGINIA ST E STE 100 CHARLESTON, WV 25301 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $9K | $1K | $10K | 11.20% |
| THE CASON GROUP INC3 Filed as: CASON GROUP, INC. | 1612 MARION ST FL 4 COLUMBIA, SC 29201 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $3K | $3K | 3.45% |
| CENTURION INSURANCE SERVICES LLC3 Filed as: CENTURION INSURANCE SERVICES, LLC | 1001 VIRGINIA ST E STE 100 CHARLESTON, WV 25301 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $822 | $3K | 4.22% |
| THE CASON GROUP INC3 Filed as: CASON GROUP, INC. | 1612 MARION ST FL 4 COLUMBIA, SC 29201 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $2K | $2K | 3.40% |
| CENTURION INSURANCE SERVICES LLC3 Filed as: CENTURION INSURANCE SERVICES, LLC | 1001 VIRGINIA ST E STE 100 CHARLESTON, WV 25301 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $657 | $3K | 5.72% |
| THE CASON GROUP INC3 Filed as: CASON GROUP, INC. | 1612 MARION ST FL 4 COLUMBIA, SC 29201 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $2K | $2K | 3.46% |
| CENTURION INSURANCE SERVICES LLC3 Filed as: CENTURION INSURANCE SERVICES, LLC | 1001 VIRGINIA ST E STE 100 CHARLESTON, WV 25301 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $5K | $439 | $6K | 16.24% |
| THE CASON GROUP INC3 Filed as: CASON GROUP, INC. | 1612 MARION ST FL 4 COLUMBIA, SC 29201 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $1K | $1K | 3.43% |
| CENTURION INSURANCE SERVICES LLC3 Filed as: CENTURION INSURANCE SERVICES, LLC | 1001 VIRGINIA ST E STE 100 CHARLESTON, WV 25301 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $205 | $4K | 21.12% |
| THE CASON GROUP INC3 Filed as: CASON GROUP, INC. | 1612 MARION ST FL 4 COLUMBIA, SC 29201 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $633 | $633 | 3.45% |
| CENTURION INSURANCE SERVICES LLC3 Filed as: CENTURION INSURANCE SERVICES, LLC | 1001 VIRGINIA ST E STE 100 CHARLESTON, WV 25301 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $187 | $3K | 16.10% |
| THE CASON GROUP INC3 Filed as: CASON GROUP, INC. | 1612 MARION ST FL4 COLUMBIA, SC 29201 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $594 | $594 | 3.49% |
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 | 734 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 734 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | TOKIO MARINE HCC | 440 | $212K |
| Dental | UNITED OF OMAHA LIFE INSURANCE COMPANY | 572 | $316K |
| Vision | UNITED OF OMAHA LIFE INSURANCE COMPANY | 567 | $59K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 559 | $178K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 116 | $88K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 560 | $128K |
| Other(6 contracts, 2 carriers) | TOKIO MARINE HCC | 559 | $461K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 572 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.