| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| DAVEVIC BENEFIT CONSULTANTS, INC.3 | 902 S. CENTER STREET GROVE CITY, PA 16127 | HIGHMARK INC. | $146K | — | $146K | 4.46% |
| DAVEVIC BENEFIT CONSULTANTS, INC.3 Filed as: DAVEVIC BENEFIT CONSULTANTS INC. | 902 S. CENTER STREET PO BOX 976 GROVE CITY, PA 16127 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $17K | — | $17K | 4.48% |
| DAVID E HAUCK3 | 5125 SHORELINE WAY VERMILLION, OH 44089 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14K | $240 | $14K | 3.76% |
| ARICK MARTIN3 | 427 S. MEADOWCROFT AVE PITTSBURGH, PA 15228 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10K | $289 | $10K | 2.72% |
| TIMOTHY J SLATER3 Filed as: TIMOTHY J. SLATER | 466 CARNEGIE DRIVE PITTSBURGH, PA 15243 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5K | $950 | $6K | 1.54% |
| ROGERS BENEFIT GROUP INC3 Filed as: PATRICK MICHAEL ROGERS | 137 CAMELOT CIRCLE CORAOPOLIS, PA 15108 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $743 | — | $743 | 0.20% |
| HAGER LANG SETTINA INC.3 Filed as: HAGER LANG SETTINA, INC. | 7500 BROOK TREE ROAD WEXFORD, PA 15090 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $664 | — | $664 | 0.18% |
| JOSEPH MCDONALD3 | 12052 PEPPERMILL LANE NW PICKERINGTON, OH 43147 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $608 | — | $608 | 0.16% |
| JAMES DANIEL MARTINETTE3 | 128 GLEN HOLLIN DR. WHEELING, WV 26003 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $480 | — | $480 | 0.13% |
| INTEGRATED EMPLOYEE BENEFIT SOLUTIO3 | 5880 VENTURE DRIVE DUBLIN, OH 43017 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $351 | $23 | $374 | 0.10% |
| TAMMY A MORGART3 Filed as: TAMMY A. MORGART | 13347 DEAN DRIVE NORTH HUNTINGDON, PA 15642 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $356 | — | $356 | 0.09% |
| CHRISTOPHER A DEAN3 | 2924 STATE STREET WHITE OAK, PA 15131 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $279 | — | $279 | 0.07% |
| KATI NAIRN3 | 114 JAMES DR BEAVER, PA 15009 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $187 | — | $187 | 0.05% |
| JUSTIN J MCDONALD3 Filed as: JUSTIN J. MCDONALD | 12052 PEPPERMILL LANE PICKERINGTON, OH 43147 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $116 | — | $116 | 0.03% |
| SHERRIE LYNN BUCHANAN3 | 815 SAVANNAH DRIVE COLUMBUS, OH 43228 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $69 | — | $69 | 0.02% |
| PAUL STANLEY JR3 Filed as: PAUL STANLEY, JR. | 5264 INTERNATIONAL BLVD NORTH CHARLESTON, SC 29418 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $68 | — | $68 | 0.02% |
| PAUL STANLEY JR3 | 5264 INTERNATIONAL BLVD NORTH CHARLESTON, SC 29418 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $62 | — | $62 | 0.02% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON NORTHEAST INC | 200 LIBERTY ST NEW YORK, NY 10281 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $38 | — | $38 | 0.01% |
| ROBERT E. GAJOCH3 | 280 HINDMAN ROAD TRAVELERS REST, SC 29690 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $36 | — | $36 | 0.01% |
| NORTHWEST ENROLLX LLC3 | 1910 INDIANWOOD CIRCLE MAUMEE, OH 43537 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $32 | — | $32 | 0.01% |
| CBF BENEFITS INC3 Filed as: CBF BENEFITS INC. | 1309 HIDDEN HARBOR ROAD MYRTLE BEACH, SC 29577 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $18 | — | $18 | 0.00% |
| RICHARD F DURR3 | 159 COOK RD DUBOIS, PA 15801 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | — | $14 | 0.00% |
| ALAN ROSENBERGER3 | 13 PHAROAHS RUN RD RIVESVILLE, WV 26588 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | — | $14 | 0.00% |
| CHRISTINE L COURTNEY3 Filed as: CHRISTINE L. COURTNEY | 333 WEEKSRIDGE LANE MONCKS CORNER, SC 29461 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | — | $11 | 0.00% |
| ADVANCED BENEFIT SYSTEM INC3 Filed as: ADVANCED BENEFIT SYSTEMS INC. | 145 RIVER LANDING DRIVE DANIEL ISLAND, SC 29492 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | — | $11 | 0.00% |
| NORTHWEST WORKSITE MARKETING CORP3 | 1910 INDIANWOOD CIRCLE MAUMEE, OH 43537 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | — | $10 | 0.00% |
| WILLIAM E GOOD3 | 545 TOM SAWYER ROAD DRIPPING SPRINGS, TX 78620 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.00% |
| CLARICE R MIMS3 | 172-90 HIGHLAND AVENUE JAMAICA ESTATES, NY 11432 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.00% |
| BRIAN W PATTEN3 Filed as: BRIAN PATTEN | 120 MARGUERITE DR STE 101 CRANBERRY, PA 16066 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.00% |
| DAVEVIC BENEFIT CONSULTANTS, INC.3 | 902 S. CENTER STREET P O BOX 976 GROVE CITY, PA 16127 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $7K | $11K | $18K | 10.48% |
| DAVEVIC BENEFIT CONSULTANTS, INC.3 | 902 S. CENTER STREET GROVE CITY, PA 16127 | HM LIFE INSURANCE COMPANY | $1K | — | $1K | 3.00% |
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 | 636 | 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) | 636 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | HIGHMARK INC. | 593 | $3.3M |
| Dental | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 600 | $168K |
| Vision | HM LIFE INSURANCE COMPANY | 1,002 | $50K |
| Prescription drug | HIGHMARK INC. | 593 | $3.3M |
| Other | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 327 | $377K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,002 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.