| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 | 309 WEBSTER ST DAYTON, OH 45402 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $33 | $33 | 0.03% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INS SERVICES LLC | PO BOX 62889 VIRGINIA BEACH, VA 23466 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | $0 | $2K | 5.40% |
| CARRIE L CARTER3 | 7724 HEATHERVIEW ST NW MASSILLON, OH 44646 | CONTINENTAL AMERICAN INSURANCE COMPANY | $965 | $0 | $965 | 2.31% |
| MARK L HENDERSON3 | 8155 GARNET AVE NE CANTON, OH 44721 | CONTINENTAL AMERICAN INSURANCE COMPANY | $633 | $0 | $633 | 1.52% |
| JOHN D SUSIE3 | 8682 HAWICK CT N DUBLIN, OH 43017 | CONTINENTAL AMERICAN INSURANCE COMPANY | $573 | $0 | $573 | 1.37% |
| GENESIS & ASSOCIATES LLC3 Filed as: GENESIS & ASSOCIATES | 838 ACKLEY ROAD CINCINNATI, OH 45255 | CONTINENTAL AMERICAN INSURANCE COMPANY | $477 | $0 | $477 | 1.14% |
| MARSH & MCLENNAN AGENCY LLC3 | 1031 W 4TH AVENUE, STE 400 ANCHORAGE, AK 99501 | CONTINENTAL AMERICAN INSURANCE COMPANY | $249 | $0 | $249 | 0.60% |
| MICHAEL K MARVILLE3 | 3850 E ANTISDALE RD SOUTH EUCLID, OH 44118 | CONTINENTAL AMERICAN INSURANCE COMPANY | $223 | $0 | $223 | 0.53% |
| A C LONG & ASSOCIATES INC3 | 1113 MEDINA ROAD, STE 500 MEDINA, OH 44256 | CONTINENTAL AMERICAN INSURANCE COMPANY | $219 | $0 | $219 | 0.53% |
| STEPHEN BRIAN LOMBARDOZZI3 Filed as: STEPHEN B LOMBARDOZZI | 5329 GARGASZ DR LORAIN, OH 44053 | CONTINENTAL AMERICAN INSURANCE COMPANY | $124 | $0 | $124 | 0.30% |
| LOUIS CULLEN SMITH3 Filed as: LOUIS C SMITH | 3205 QUIET TREE GRV OLD HICKORY, TN 37138 | CONTINENTAL AMERICAN INSURANCE COMPANY | $59 | $0 | $59 | 0.14% |
| DEBRA OCONNOR FERNANDEZ3 Filed as: DEBRA L MAKOWSKI | 9404 WOODCHIP LANE BROADVIEW HEIGHTS, OH 44147 | CONTINENTAL AMERICAN INSURANCE COMPANY | $55 | $0 | $55 | 0.13% |
| JACK A SHADE3 | 470 OLDE WORTHINGTON RD, STE 250 WESTERVILLE, OH 43082 | CONTINENTAL AMERICAN INSURANCE COMPANY | $43 | $0 | $43 | 0.10% |
| THOMAS WESLEY3 Filed as: THOMAS J WESLEY | 837 MOSS CANYON DR AMHERST, OH 44001 | CONTINENTAL AMERICAN INSURANCE COMPANY | $28 | $0 | $28 | 0.07% |
| TERRI PEASE3 Filed as: TERRI L PEASE | 567 SAGUARO PL BARBERTON, OH 44203 | CONTINENTAL AMERICAN INSURANCE COMPANY | $24 | $0 | $24 | 0.06% |
| OPPORTUNITY INC3 | 9404 WOODCHIP LANE BROADVIEW HEIGHTS, OH 44147 | CONTINENTAL AMERICAN INSURANCE COMPANY | $24 | $0 | $24 | 0.06% |
| CHARLES HOWARD JOBE3 Filed as: CHARLES H JOBE | 8421 EVERGREEN DR SAGAMORE HILLS, OH 44067 | CONTINENTAL AMERICAN INSURANCE COMPANY | $16 | $0 | $16 | 0.04% |
| ASHLEY GRASER3 Filed as: ASHLEY L GRASER | 4044 POE RD MEDINA, OH 44256 | CONTINENTAL AMERICAN INSURANCE COMPANY | $16 | $0 | $16 | 0.04% |
| THOMAS A HOUSE3 Filed as: THOMAS ALAN HOUSE | 14010 ROOSEVELT BLVD SUITE 701 CLEARWATER, FL 33762 | CONTINENTAL AMERICAN INSURANCE COMPANY | $14 | $0 | $14 | 0.03% |
| MAKOWSKI INS AGCY INC3 Filed as: MAKOWSKI INS AGENCY INC | 9404 WOODCHIP LANE BROADVIEW HEIGHTS, OH 44147 | CONTINENTAL AMERICAN INSURANCE COMPANY | $8 | $0 | $8 | 0.02% |
| ROBERTA DICKINSON3 | 16141 HOWE RD STRONGSVILLE, OH 44136 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3 | $0 | $3 | 0.01% |
| JOSEPH LEVY3 Filed as: JOSEPH E LEVY | 1444 CARRIAGE HILL DRIVE HUDSON, OH 44236 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3 | $0 | $3 | 0.01% |
| INTEGRATED EMPLOYEE BENEFIT SOLUTIO3 Filed as: INTEGRATED EMPLOYEE BENEFIT SOLU. | 99 WOOD AVE S. ISELIN, NJ 08830 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $733 | $0 | $733 | 1.84% |
| JENNIFER LOEFFLER3 | 4455 MASON ROAD CANAL WINCHESTER, OH 43110 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $440 | $264 | $704 | 1.77% |
| LISA R CANFIELD3 | 9255 HIGH POINT RD THORNVILLE, OH 43076 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $472 | $215 | $687 | 1.72% |
| JUSTIN J MCDONALD3 | 12052 PEPPERMILL LANE PICKERINGTON, OH 43147 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $555 | $107 | $662 | 1.66% |
| MARSH & MCLENNAN AGENCY LLC3 | 110 VETERANS MEMORIAL ROAD METAIRIE, LA 70005 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $529 | $91 | $620 | 1.56% |
| DONNA L BEYLAND3 | 519 WINDSOR PARK DR DAYTON, OH 45459 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $378 | $0 | $378 | 0.95% |
| MELISSA SUE LEONARDI3 | 65 N DIXIE DR, STE A VANDALIA, OH 45377 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $138 | $0 | $138 | 0.35% |
| HORAN ASSOCIATES INC.3 Filed as: HORAN ASSOCIATES INC | 8044 MONTGOMERY ROAD CINCINNATI, OH 45236 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $137 | $0 | $137 | 0.34% |
| USI INSURANCE SERVICES LLC3 | 312 ELM STREET CINCINNATI, OH 45202 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $89 | $0 | $89 | 0.22% |
| RICHARD BEYLAND3 | 519 WINDSOR PARK DR. CENTERVILLE, OH 45459 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $58 | $0 | $58 | 0.15% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | DBA HORAN HEALTH CINCINNATI, OH 45236 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $41 | $0 | $41 | 0.10% |
| HOWARD MESZAROS3 | 3680 COLVIN DR PLAIN CITY, OH 43064 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $39 | $0 | $39 | 0.10% |
| BRENDA K COX3 | 1039 SPRINGWAY DRIVE SHELBYVILLE, IN 46176 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $37 | $0 | $37 | 0.09% |
| DENNIS N SHAY3 | 409 MANILA PL WESTERVILLE, OH 43081 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $28 | $0 | $28 | 0.07% |
| SCOTT THOMAS LEONARDI3 | 65 N DIXIE DR, STE 5 VANDALIA, OH 45377 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $13 | $0 | $13 | 0.03% |
| BEYLAND CONSULTANTS INC3 | 519 WINDSOR PARK DRIVE CENTERVILLE, OH 45459 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $5 | $0 | $5 | 0.01% |
| PATRICIA G SPIES3 | 600 S MARSHALL RD MIDDLETOWN, OH 45044 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2 | $0 | $2 | 0.01% |
| DANIEL THOMAS CANFIELD3 | 9255 HIGH POINT RD THORNVILLE, OH 43076 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2 | $0 | $2 | 0.01% |
| GEORGE EVANS3 | 7950 S R 605 WESTERVILLE, OH 43081 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2 | $0 | $2 | 0.01% |
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 | 358 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 18 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 376 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | VISION SERVICE PLAN | 246 | $24K |
| Life insurance(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 341 | $136K |
| Short-term disability | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | 52 | $40K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 341 | $96K |
| Other(3 contracts, 3 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 549 | $149K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 549 | — |
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."
No prospect flags tripped on this filing.