| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HUNTINGTON INSURANCE INC3 | 37 WEST BROAD 7TH FL COLUMBUS, OH 43215 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $15K | $5K | $19K | 7.65% |
| CORPORATE PLANS, LLC3 Filed as: CORPORATE PLANS LLC | 23825 COMMERCE PARK STE A BEACHWOOD, OH 44122 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $11K | — | $11K | 4.22% |
| HUNTINGTON INSURANCE INC3 Filed as: HUNTINGTON INSURANCE INC. | 37 WEST BROAD ST 7TH FL COLUMBUS, OH 43215 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $7K | $5K | $13K | 9.55% |
| CORPORATE PLANS, LLC3 Filed as: CORPORATE PLANS LLC | 23825 COMMERCE PARK BEACHWOOD, OH 44122 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $6K | $0 | $6K | 4.42% |
| HUNTINGTON INSURANCE INC3 Filed as: HUNTINGTON INSURANCE INC. | 37 WEST BROAD 7TH FL COLUMBUS, OH 43215 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $6K | $4K | $10K | 9.43% |
| CORPORATE PLANS, LLC3 Filed as: CORPORATE PLANS LLC | 23825 COMMERCE PARK STE A BEACHWOOD, OH 44122 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $4K | — | $4K | 4.32% |
| HUNTINGTON INSURANCE INC3 Filed as: HUNTINGTON INSURANCE INC. | 37 WEST BROAD 7TH FL COLUMBUS, OH 43215 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $5K | $3K | $8K | 9.56% |
| CORPORATE PLANS, LLC3 Filed as: CORPORATE PLANS LLC | 23825 COMMERCE PARK STE A BEACHWOOD, OH 44122 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $4K | $0 | $4K | 4.41% |
| HUNTINGTON INSURANCE INC3 | 37 WEST BROAD ST 7TH FL COLUMBUS, OH 43215 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | $2K | $5K | 9.92% |
| CORPORATE PLANS, LLC3 Filed as: CORPORATE PLANS LLC | 23825 COMMERCE PARK BEACHWOOD, OH 44122 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | $0 | $2K | 4.19% |
| HUNTINGTON INSURANCE INC3 Filed as: HUNTINGTON INSURANCE INC. | 37 WEST BROAD ST 7TH FL COLUMBUS, OH 43215 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | $759 | $3K | 7.59% |
| CORPORATE PLANS, LLC3 Filed as: CORPORATE PLANS LLC | 23825 COMMERCE PARK BEACHWOOD, OH 44122 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 4.24% |
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 | 439 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 439 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 346 | $253K |
| Vision | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 285 | $41K |
| Life insurance(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 439 | $158K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 419 | $133K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 419 | $81K |
| Other(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 439 | $158K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 439 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.