| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF OHIO, LLC | 360 3 MEADOWS DR PERRYSBURG, OH 43551 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $21K | $7K | $28K | 16.95% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF OHIO INC | 360 3 MEADOWS DRIVE PERRYSBURG, OH 435513138 | METROPOLITAN LIFE INSURANCE COMPANY | $743 | $493 | $1K | 10.56% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF OHIO LLC DBA ST | 27064 OAKMEAD DR PERRYSBURG, OH 435512657 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | $19 | $1K | 9.05% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF OHIO LLC | 3900 KINROSS LAKES PKWY STE 300 RICHFIELD, OH 442869381 | METROPOLITAN LIFE INSURANCE COMPANY | — | $207 | $207 | 1.77% |
| ACCRETIVE ENROLLMENT SERVICES LLC3 Filed as: ACCRETIVE ENROLLMENT SVCS DBA STRAT | 27064 OAKMEAD DR PERRYSBURG, OH 43551 | METROPOLITAN LIFE INSURANCE COMPANY | $74 | — | $74 | 0.63% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF OHIO INC | 360 3 MEADOWS DRIVE PERRYSBURG, OH 435513138 | METROPOLITIAN LIFE INSURANCE COMPANY | $735 | $371 | $1K | 13.13% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF OHIO LLC DBA ST | 27064 OAKMEAD DR PERRYSBURG, OH 435512657 | METROPOLITIAN LIFE INSURANCE COMPANY | $1K | $19 | $1K | 12.61% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF OHIO LLC | 3900 KINROSS LAKES PKWY STE 300 RICHFIELD, OH 442869381 | METROPOLITIAN LIFE INSURANCE COMPANY | — | $141 | $141 | 1.67% |
| ACCRETIVE ENROLLMENT SERVICES LLC3 Filed as: ACCRETIVE ENROLLMENT SVCS DBA STRAT | 27064 OAKMEAD DR PERRYSBURG, OH 435512657 | METROPOLITIAN LIFE INSURANCE COMPANY | $60 | — | $60 | 0.71% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF OHIO, LLC | 360 3 MEADOWS DR PERRYSBURG, OH 43551 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | — | $751 | $751 | 10.00% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF OHIO INC | 360 3 MEADOWS DR PERRYSBURG, OH 435513138 | METROPOLITIAN LIFE INSURANCE COMPANY | $454 | $294 | $748 | 12.02% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF OHIO LLC DBA ST | 27064 OAKMEAD DR PERRYSBURG, OH 435512657 | METROPOLITIAN LIFE INSURANCE COMPANY | $612 | $19 | $631 | 10.14% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF OHIO LLC | 3900 KINROSS LAKES PKWY STE 300 RICHFIELD, OH 442869381 | METROPOLITIAN LIFE INSURANCE COMPANY | — | $132 | $132 | 2.12% |
| ACCRETIVE ENROLLMENT SERVICES LLC3 Filed as: ACCRETIVE ENROLLMENT SVCS LLC DBA S | 27064 OAKMEAD DR PERRYSBURG, OH 435512657 | METROPOLITIAN LIFE INSURANCE COMPANY | $69 | — | $69 | 1.11% |
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 | 375 | 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) | 375 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 48 | $26K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 375 | $163K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 375 | $163K |
| Other(2 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 375 | $170K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 375 | — |
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.