No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| COMMUNITY INSURANCE COMPANY EIN 31-1440175 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Claims processing; Float revenue; Contract Administrator Service code 12 | — | $1.5M |
| SEGAL COMPANY MIDWEST EIN 13-1975125 NONE | Consulting (general); Direct payment from the plan; Actuarial Service code 11 | — | $223K |
| FAULKNER, HOFFMAN & PHILLIPS, LLP EIN 34-1909706 NONE | Legal; Direct payment from the plan Service code 29 | — | $182K |
| INNOVATIVE SOFTWARE SOLUTIONS, INC. EIN 23-2182079 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $91K |
| PENNY BROWN EIN 31-0557391 EMPLOYEE | Employee (plan) Service code 30 | — | $90K |
| IWDC OF SO OH PENSION TRUST EIN 31-6038516 RELATED FUND | Direct payment from the plan; Plan Administrator Service code 14 | — | $75K |
| CLARK, SCHAEFER, HACKETT & CO. EIN 31-0800053 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $61K |
| VOLO TECHNOLOGIES EIN 27-0648178 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $54K |
| CARRIER CORPORATION EIN 06-0991716 NONE | Direct payment from the plan; Other services Service code 49 | — | $52K |
| PEGGY GOTTHARDT EIN 31-0557391 EMPLOYEE | Employee (plan) Service code 30 | — | $52K |
| PITNEY BOWES, INC. NONE | Other services; Direct payment from the plan Service code 49 | 3001 SUMMER ST. STAMFORD, CT 06926 | $46K |
| NATHAN DANIELS EIN 31-0557391 EMPLOYEE | Employee (plan) Service code 30 | — | $45K |
| LINDA BUTCHER EIN 31-0557391 EMPLOYEE | Employee (plan) Service code 30 | — | $42K |
| TIM SEDLACK EIN 31-0557391 EMPLOYEE | Employee (plan) Service code 30 | — | $41K |
| CIGNA HEALTH AND LIFE INSURANCE CO. EIN 59-1031071 NONE | Other services; Named fiduciary; Float revenue; Claims processing; Participant communication; Contract Administrator; Direct payment from the plan; Non-monetary compensation Service code 12 | — | $41K |
| CYNTHIA MILLHOUSE EIN 31-0557391 EMPLOYEE | Employee (plan) Service code 30 | — | $38K |
| OLIVIA OVERMEYER EIN 31-0557391 EMPLOYEE | Employee (plan) Service code 30 | — | $35K |
| KEY TRUST COMPANY EIN 31-0466650 NONE | Custodial (securities); Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $34K |
| BRIGID DUNCAN EIN 31-0557391 NONE | Employee (plan) Service code 30 | — | $32K |
| KAY DAVIS EIN 31-0557391 EMPLOYEE | Employee (plan) Service code 30 | — | $32K |
| MARY YODER EIN 31-0557391 EMPLOYEE | Employee (plan) Service code 30 | — | $32K |
| PROSTAFF GRAPHICS NONE | Other services; Direct payment from the plan Service code 49 | 65 TAHLEQUAH TRAIL SPRINGBORO, OH 45066 | $29K |
| NATALIA PANZARDI EIN 31-0557391 EMPLOYEE | Employee (plan) Service code 30 | — | $26K |
| TOBE LAWN CARE EIN 20-8222472 NONE | Direct payment from the plan; Other services Service code 49 | — | $18K |
| DELK, RUTHERFORD & ASSOCIATES EIN 32-0036374 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $17K |
| EMPLOYER'S HEALTH COALITION EIN 34-1403820 NONE | Other services; Direct payment from the plan Service code 49 | — | $12K |
| SEGAL MARCO ADVISORS EIN 13-2646110 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $12K |
| DAYTON POWER AND LIGHT COMPANY EIN 31-0258470 NONE | Direct payment from the plan; Other services Service code 49 | — | $11K |
| OVERMYER HALL ASSOCIATES NONE | Direct payment from the plan; Insurance services; Insurance agents and brokers Service code 22 | 1600 W LANE AVE, SUITE 200 COLUMBUS, OH 43221 | $9K |
| GATH LAW OFFICE NONE | Legal; Direct payment from the plan Service code 29 | P.O. BOX 44042 INDIANAPOLIS, IN 46244 | $7K |
| NORTHERN TRUST EIN 36-2723087 NONE | Custodial (securities); Direct payment from the plan Service code 19 | — | $7K |
| KESSLER SIGN COMPANY NONE | Direct payment from the plan; Other services Service code 49 | 2669 NATIONAL ROAD PO BOX 785 ZANESVILLE, OH 437020785 | $6K |
| WIGGINS CLEANING & CARPET SERVICES NONE | Direct payment from the plan; Other services Service code 49 | 4699 SALEM AVE., BLDG. 2 DAYTON, OH 45416 | $6K |
| NATIONAL COORDINATING COMMITTEE-MEP NONE | Other services; Direct payment from the plan Service code 49 | 815 16TH STREET NW, 6TH FLOOR WASHINGTON, DC 20006 | $6K |
| CINTAS CORPORATION NONE | Direct payment from the plan; Other services Service code 49 | PO BOX 630803 CINCINNATI, OH 452630803 | $5K |
| DATAMATION IMAGING SERVICES NONE | Direct payment from the plan; Other services Service code 49 | 7700 GRIFFIN WAY, SUITE B WILLOWBROOK, IL 60527 | $5K |
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 | 3,115 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 2,157 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 5,272 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | HUMANA INSURANCE COMPANY | 1,756 | $5.8M |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 6,141 | $53K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 3,486 | $1.3M |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 3,016 | $16K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 6,141 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.