| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE FEDELI GROUP3 | 5005 ROCKSIDE RD FL 5 CLEVELAND, OH 44131 | UNITEDHEALTHCARE INSURANCE COMPANY | $1K | $781 | $2K | 0.09% |
| SAGEWELL PARTNERS INC3 Filed as: SAGEWELL PARTNERS, INC. | 1501 REEDSDALE STREET, SUITE #403 PITTSBURGH, PA 15212 | UPMC HEALTH OPTIONS | $85K | — | $85K | 5.46% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALIANT INSURANCE SERVICES INC | 701 B STREET FLOOR 6 SAN DIEGO, CA 921018156 | METROPOLITAN LIFE INSURANCE COMPANY | $29K | $71 | $29K | 10.56% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: JAMES PEDERSON ALIANT INS SERVICES | 701 B STREET FLOOR 6 SAN DIEGO, CA 921018156 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $4K | $4K | 1.60% |
| SAGEWELL PARTNERS INC3 Filed as: SAGEWELL PARTNERS, INC. | 1501 REEDSDALE STREET, SUITE #403 PITTSBURGH, PA 152332341 | METROPOLITAN LIFE INSURANCE COMPANY | $287 | — | $287 | 0.10% |
| JMP BENEFITS GROUP INC3 Filed as: JMP BENEFITS | 504 MAIN ST, STE 101 ZELIENOPLE, PA 16063 | AFLAC | $16K | $971 | $17K | 8.56% |
| MELISSA LINZ3 | 7022 FRANKLIN RD SEVEN FIELDS, PA 16046 | AFLAC | $7K | $436 | $7K | 3.55% |
| BILLY M CRAIN3 | 57 PICKERING STREET BROOKVILLE, PA 15825 | AFLAC | $3K | $294 | $4K | 1.79% |
| THE BERT COMPANY3 | P.O. BOX 670 BUTLER, PA 16003 | AFLAC | $1K | — | $1K | 0.62% |
| JOHN C FOSTER3 | 125 MARKET STREET BEAVER, PA 15009 | AFLAC | $1K | — | $1K | 0.51% |
| TLANDA MCDONALD3 | 1855 TIVERTON RD BLOOMFIELD HILLS, MI 48304 | AFLAC | $981 | $18 | $999 | 0.50% |
| KORMOS INS. AND FIN. SERVICES INC.3 | 8843 DAN DRIVE NORTH ROYALTON, OH 44133 | AFLAC | $718 | — | $718 | 0.36% |
| MARIO HAIFA3 | 1195 WASHINGTON PIKE, SUITE 300 BRIDGEVILLE, PA 15017 | AFLAC | $488 | — | $488 | 0.24% |
| ROBERT CAWTHON, JR.3 | 239 S. EBERHART ROAD BUTLER, PA 16001 | AFLAC | $425 | $17 | $442 | 0.22% |
| KEVIN WRONA3 | 4086 FAR O WAY LANE RICHFIELD, OH 44286 | AFLAC | $312 | — | $312 | 0.16% |
| CHARLES HOUGH3 Filed as: CHARLES C HOUGH | 162 SLATE HILL ROAD TELFORD, TN 37690 | AFLAC | $305 | — | $305 | 0.15% |
| JOSEPH M HARRELL3 Filed as: JOSEPH HARRELL | P.O. BOX 24642 FT LAUDERDALE, FL 33307 | AFLAC | $305 | — | $305 | 0.15% |
| MELINDA S CURTISS3 | 18654 MORRIS RD CONNEAUTVILLE, PA 16406 | AFLAC | $290 | — | $290 | 0.14% |
| RONALD PUSZ3 | 18282 TECHNOLOGY DRIVE SUITE 205 MEADVILLE, PA 16335 | AFLAC | $210 | $61 | $271 | 0.13% |
| DEBORAH LITTLEFORD3 | 25471 KINSALE PLACE ALDIE, VA 20105 | AFLAC | $261 | — | $261 | 0.13% |
| JAMIE PITTNER3 | 810 RIVER AVE STE 230 PITTSBURGH, PA 15212 | AFLAC | $222 | — | $222 | 0.11% |
| CLINTON MCCONNELL3 | 394 EAGLE MILL RD BUTLER, PA 16001 | AFLAC | $220 | — | $220 | 0.11% |
| DENNIS STALLBAUM3 | 1985 OAKHAVEN ROAD TOLEDO, OH 43615 | AFLAC | $207 | $4 | $211 | 0.11% |
| DAVID A COSENTINO3 | 61 SCUPPER LANE SUITE 125 NORTHFIELD, OH 44067 | AFLAC | $208 | — | $208 | 0.10% |
| SANDRA P CRAFF3 | 716 NORCOVA DRIVE CHESAPEAKE, VA 23320 | AFLAC | $202 | — | $202 | 0.10% |
| BRIAN W PATTEN3 | 120 MARGUERITE DRIVE SUITE 101 CRANBERRY TOWNSHIP, PA 16066 | AFLAC | $152 | $29 | $181 | 0.09% |
| TIMOTHY R QUINLAN3 | 137 SEMICONON LANE RENFREW, PA 16053 | AFLAC | $164 | — | $164 | 0.08% |
| KRISTIN J QUINLAN3 | 137 SEMICONON LANE RENFREW, PA 16053 | AFLAC | $161 | — | $161 | 0.08% |
| STEVEN M MAZUR3 Filed as: STEVEN M. MAZUR | 6415 MONMOUTH ROAD CLEVELAND, OH 44129 | AFLAC | $159 | — | $159 | 0.08% |
| JOAN FIALKOWSKI3 | 2100 MEDITERRANEAN AVENUE, 28 VIRGINIA BEACH, VA 23451 | AFLAC | $155 | — | $155 | 0.08% |
| YARBOROUGH AND YARBOROUGH INC3 | 4035 HEUTTE DRIVE NORFOLK, VA 23518 | AFLAC | $153 | — | $153 | 0.08% |
| JUDY KAUFFMAN3 | P.O. BOX 135 NEW WILMINGTON, PA 16142 | AFLAC | $140 | — | $140 | 0.07% |
| NICOLE METZ3 | 402 E WINTER AVE NEW CASTLE, OH 16105 | AFLAC | $140 | — | $140 | 0.07% |
| DEBORAH H HALL3 | 105 LONG LEAF PLACE MADISON, MS 39110 | AFLAC | $109 | — | $109 | 0.05% |
| GREG A GOULD3 | 8105 GINGKO WAY DEXTER, MI 48130 | AFLAC | $108 | — | $108 | 0.05% |
| CHARLES BONO3 Filed as: CHARLES E BONO | P.O. BOX 5506 WILLIAMSBURG, VA 23188 | AFLAC | $104 | — | $104 | 0.05% |
| DAVID N MORGAN3 | 906 MERCHANT LEE PLACE MANAKIN SABOT, VA 23103 | AFLAC | $103 | — | $103 | 0.05% |
| SHAUN M KLUG3 Filed as: SHAUN KLUG | 9868 HIGH MEADOW DRIVE YPSILANTI, MI 48198 | AFLAC | $93 | $4 | $97 | 0.05% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: JAMES BROWN | 2522 OWENS LANDING TRAIL NW KENNESAW, GA 30152 | AFLAC | $88 | — | $88 | 0.04% |
| MAKOWSKI INS AGCY INC3 | 9404 WOODCHIP LN BROADVIEW HTS, OH 44147 | AFLAC | $88 | — | $88 | 0.04% |
| SJP & ASSOCIATES3 Filed as: SJP & ASSOCIATES INC | 5500 BROOKTREE RD STE 102 WEXFORD, PA 15090 | AFLAC | $83 | — | $83 | 0.04% |
| LAURIE AULT3 | 315 GREEN RIDGE ROAD SUITE H 1 NEW CASTLE, PA 16105 | AFLAC | $78 | — | $78 | 0.04% |
| SHAWN K STEPHENS3 Filed as: SHAWN STEVENS | 1323 GRAHAM TRACE LN LEAGUE CITY, TX 77573 | AFLAC | $71 | — | $71 | 0.04% |
| LAYNE FINANCIAL INC3 Filed as: LAYNE FINANCIAL | 315 GREEN RIDGE ROAD SUITE H 1 NEW CASTLE, PA 16105 | AFLAC | $70 | — | $70 | 0.03% |
| JOY GRUBE PADGELEK3 Filed as: JOY PADGELEK | 1195 WASHINGTON PIKE, SUITE 300 BRIDGEVILLE, PA 15017 | AFLAC | $38 | $29 | $67 | 0.03% |
| BISYS INSURANCE SERVICES, INC.3 Filed as: BISYS INSURANCE SERVICES INC | 292 MADISON AVENUE, 5TH FLOOR NEW YORK, NY 10017 | AFLAC | $65 | — | $65 | 0.03% |
| STEVE J PADGELEK3 Filed as: STEVE PADGELEK | 4000 OLD STATION RD APTE 4101 CRANBERRY TOWNSHIP, PA 16066 | AFLAC | $65 | — | $65 | 0.03% |
| ELIZABETH ANNE BUCHANAN3 Filed as: ELIZABETH BUCHANAN | 3401 HUNTON RIDGE DRIVE GLEN ALLEN, VA 23059 | AFLAC | $58 | — | $58 | 0.03% |
| RONALD W ANDERSON3 Filed as: RONALD ANDERSON | 612 WYANDOTTE ST IRWIN, PA 15642 | AFLAC | $53 | — | $53 | 0.03% |
| BRIAN TODD KAUFFMAN3 Filed as: BRIAN KAUFFMAN | 315 GREEN RIDGE ROAD SUITE H 1 NEW CASTLE, PA 16105 | AFLAC | $48 | — | $48 | 0.02% |
| SHANNON STEWART3 | 353 EAU CLAIR RD BOYERS, PA 16020 | AFLAC | $48 | — | $48 | 0.02% |
| ALICIA MARKIVICH3 | 3002 SCHOOL ST ALIQUIPPA, PA 15001 | AFLAC | $45 | — | $45 | 0.02% |
| USI INSURANCE SERVICES LLC3 | 2604 BARRETT ST APT 289 VIRGINIA BEACH, VA 23452 | AFLAC | $45 | — | $45 | 0.02% |
| SCOTT JONES3 Filed as: SCOTT A JONES | 13511 CONSTITUTION HIGHWAY ORANGE, VA 22960 | AFLAC | $44 | — | $44 | 0.02% |
| NORTH EAST EMPIRE INC3 | 8 W BROAD ST, STE 720 HAZELTON, PA 18201 | AFLAC | $43 | — | $43 | 0.02% |
| JOHN E HRIVNAK3 | 3900 INDUSTRIAL PARK DR STE 11 ALTOONA, PA 16602 | AFLAC | $29 | $10 | $39 | 0.02% |
| ALFRED F. HARTMAN3 | 6505 ROCKSIDE ROAD SUITE 125 INDEPENDENCE, OH 44131 | AFLAC | $39 | — | $39 | 0.02% |
| AG AND ASSOCIATES3 | 2150 ASSOCIATION DRIVE SUITE 150 OKEMOS, MI 48864 | AFLAC | $34 | — | $34 | 0.02% |
| ANDREA L SHERMAN3 Filed as: ANDREA SHERMAN | 749 A THIMBLE SHOALS BLVD STE 3 NEWPORT NEWS, VA 23606 | AFLAC | $34 | — | $34 | 0.02% |
| TIFFANY GODLEY SMITH3 Filed as: TIFFANY G SMITH | 311 NAPLES CT CHESAPEAKE, VA 23322 | AFLAC | $29 | — | $29 | 0.01% |
| ROBIN PRICE3 | 3059 ANASTASIA CT APOKA, FL 32703 | AFLAC | $25 | — | $25 | 0.01% |
| TYE ELLIOTT3 | 1300 N INDEPENDENCE CT GERMANTONW HILLS, IL 61548 | AFLAC | $25 | — | $25 | 0.01% |
| KENNETH W SHOLAR3 | 4608 WESTGROVE CT HAYWOOD EXEC PARK VIRGINIA BEACH, VA 23455 | AFLAC | $24 | — | $24 | 0.01% |
| JOHN SIDORCHUK3 | 1422 THORPE STREET NEW CASTLE, PA 16101 | AFLAC | $20 | — | $20 | 0.01% |
| LYNN MICHELE KENNEDY3 Filed as: LYNN KENNEDY | 1170 MARTIN ROAD KITTANNING, PA 16201 | AFLAC | $20 | — | $20 | 0.01% |
| NICHOLAS WAGNER3 | 4665 HAYGOOD ROAD SUITE 402 VIRGINIA BEACH, VA 23455 | AFLAC | $18 | — | $18 | 0.01% |
| DONALD B ORRELL3 | 1581 CHERRY GROVE RD N SUFFOLK, VA 23432 | AFLAC | $14 | — | $14 | 0.01% |
| JESSICA HOUSLER3 | P.O. BOX 363 KANE, PA 16735 | AFLAC | $14 | — | $14 | 0.01% |
| LISA ROSTRON3 | 3905 JAINE DR CLARKSVILLE, TN 37040 | AFLAC | $13 | — | $13 | 0.01% |
| MATTHEW MCCLAY3 | 1086 MANSFIELD AVENUE INDIANA, PA 15701 | AFLAC | $12 | — | $12 | 0.01% |
| CAROLYN C MILROY3 | 2105 ARLENE STREET ANN ARBOR, MI 48103 | AFLAC | $11 | — | $11 | 0.01% |
| SMITH BENEFITS CONSULTING GROUP3 | 810 RIVER AVE STE 230 PITTSBURGH, PA 15212 | AFLAC | $10 | — | $10 | 0.00% |
| ROBERTA DICKINSON3 | P.O. BOX 360277 STRONGSVILLE, OH 44136 | AFLAC | $8 | — | $8 | 0.00% |
| TEMPLE K WOODLEY3 | 2014 REIS RUN ROAD PITTSBURGH, PA 15237 | AFLAC | $7 | — | $7 | 0.00% |
| MICHAEL FATHERREE3 | 171 COUNTY ROAD 1559 ALBA, TX 75410 | AFLAC | $7 | — | $7 | 0.00% |
| OPPORTUNITY INC3 Filed as: OPPORTUNITY, INC. | 9404 WOODCHIP LN BROADVIEW HTS, OH 44147 | AFLAC | $7 | — | $7 | 0.00% |
| MARK A LINSNER3 | 153 BLANDING BLVD STE 3 ORANGE PARK, FL 32073 | AFLAC | $6 | — | $6 | 0.00% |
| DENNIS HULSE3 | 240 PARALLEL ST PLEASANTVILLE, PA 16341 | AFLAC | $6 | — | $6 | 0.00% |
| MELISSA DAWN MCCLAIN3 Filed as: MELISSA MCCLAIN | 104 WITHEROW RD SEWICKLEY, PA 15143 | AFLAC | $5 | — | $5 | 0.00% |
| NICHOLE WHITE3 | 28 CRESTLINE CT PITTSBURGH, PA 15221 | AFLAC | $5 | — | $5 | 0.00% |
| VICKI J VELTRI3 Filed as: VICKI VELTRI | 1175 BALKAN DR PITTSBURGH, PA 15239 | AFLAC | $5 | — | $5 | 0.00% |
| JAMES BRANDT3 | 47 MARVIN STREET PORT MATILDA, PA 16870 | AFLAC | $5 | — | $5 | 0.00% |
| THE TORRES GROUP LLC3 | 1750 FARMINTON CIRCLE WELLINTON, TN 37919 | AFLAC | $3 | — | $3 | 0.00% |
| DUANE A ADAMS3 Filed as: DUANE ADAMS | 11520 NUCKOLS RD STE 103 GLEN ALLEN, VA 23059 | AFLAC | $3 | — | $3 | 0.00% |
| RICO PEREZ3 | 6000 LOMBARDO CTR STE 145 SEVEN HILLS, OH 44131 | AFLAC | $2 | — | $2 | 0.00% |
| AMELIA MORGAN3 | 1904 ELIS DR MAIDENS, VA 23102 | AFLAC | $2 | — | $2 | 0.00% |
| HEATHER DOLLIVER3 | 2150 ASSOCIATION DRIVE OKEMOS, MI 48864 | AFLAC | $2 | — | $2 | 0.00% |
| JEFFREY C WERNER3 Filed as: JEFFREY WERNER | 18096 TRUDY DR SPRING LAKE, MI 49456 | AFLAC | $2 | — | $2 | 0.00% |
| RICHARD KRESINSKE3 | 4004 ATLANTIC AVE APT 803 VIRGINIA BEACH, VA 23451 | AFLAC | $1 | — | $1 | 0.00% |
| CHRISTOPHER D BOULDREY3 Filed as: CHRISTOPHER BOULDREY | P.O. BOX 602 CONCORD, MI 49237 | AFLAC | $1 | — | $1 | 0.00% |
| LINDSEY JO MARTIN3 Filed as: LINDSEY MARTIN | 2095 COX CV CONWAY, AR 72034 | AFLAC | $1 | — | $1 | 0.00% |
| STEPHANIE L KESSELRING3 Filed as: STEPHANIE KESSELRING | 3141 ROLLING GREEN COURT MILFORD, MI 48380 | AFLAC | $1 | — | $1 | 0.00% |
| JAMES C SNIDER JR3 Filed as: JAMES SNIDER, JR. | 2301 LUCIEN WAY, SUITE 150 MAITLAND, FL 32751 | AFLAC | $1 | — | $1 | 0.00% |
| MARILYN WYMAN3 | 4276 STONE CREEK DRIVE ERIE, PA 16506 | AFLAC | $1 | — | $1 | 0.00% |
| JAMES DAVID PORTERFIELD3 Filed as: JAMES PORTERFIELD | P.O. BOX 3041 ELKINS, WV 26241 | AFLAC | $1 | — | $1 | 0.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES, INC | 701 B STREET 6TH FLOOR SAN DIEGO, CA 92101 | HEARTLAND | $5K | — | $5K | 10.00% |
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 | 623 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 7 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 630 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 392 | $4.1M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 1,072 | $279K |
| Vision | HEARTLAND | 787 | $46K |
| Prescription drug(2 contracts, 2 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 392 | $4.1M |
| Other | UPMC HEALTH OPTIONS | 392 | $1.6M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,072 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.