| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ASSUREDPARTNERS3 Filed as: HDH GROUP INC | 210 SIXTH AVENUE, 30TH FLOOR PITTSBURGH, PA 15222 | MEDICAL MUTUAL OF OHIO | $30K | $6K | $36K | 2.89% |
| ASSUREDPARTNERS3 Filed as: THE HDH GROUP INC | PO BOX 868 DELAWARE, OH 43015 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $14K | $2K | $17K | 17.37% |
| ARCHON LLC3 | 225 WIRELESS BOULEVARD HAUPPAUGE, NY 11788 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $4K | $4K | 3.99% |
| PROFESSIONAL GROUP PLANS INC3 | 225 WIRELESS BOULEVARD, SUITE 308 HAUPPAUGE, NY 11788 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $970 | $970 | 1.01% |
| ASSUREDPARTNERS3 Filed as: HDH GROUP INC | 210 SIXTH AVENUE, 30TH FLOOR PITTSBURGH, PA 15222 | DELTA DENTAL OF OHIO | $2K | $0 | $2K | 3.62% |
| PREFERRED BENEFITS SERVICES AGENCY3 | 611 SOUTH SANDUSKY STREET PO BOX 868 DELAWARE, OH 43015 | DELTA DENTAL OF OHIO | $1K | $0 | $1K | 2.60% |
| ASSUREDPARTNERS3 Filed as: THE HDH GROUP INC | PO BOX 868 DELAWARE, OH 43015 | VISION SERVICE PLAN | $768 | $0 | $768 | 7.30% |
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 | 125 | 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) | 125 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | MEDICAL MUTUAL OF OHIO | 70 | $1.2M |
| Dental | DELTA DENTAL OF OHIO | 177 | $56K |
| Vision | VISION SERVICE PLAN | 77 | $11K |
| Life insurance | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 130 | $96K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 130 | $96K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 130 | $96K |
| Prescription drug | MEDICAL MUTUAL OF OHIO | 70 | $1.2M |
| Other | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 130 | $96K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 177 | — |
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.