| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HORAN ASSOCIATES INC.3 Filed as: HORAN ASSOCIATES, INC. | 4990 EAST GALBRAITH ROAD, SUITE 102 CINCINNATI, OH 45236 | MEDICAL MUTUAL | $23K | $3K | $26K | 3.45% |
| HORAN ASSOCIATES INC.3 Filed as: HORAN ASSOCIATES, INC. | 4990 EAST GALBRAITH ROAD, SUITE 102 CINCINNATI, OH 45236 | PRINCIPAL LIFE INSURANCE COMPANY | $5K | $0 | $5K | 5.21% |
| HORAN ASSOCIATES INC.3 Filed as: HORAN ASSOCIATES, INC. | 4990 EAST GALBRAITH ROAD, SUITE 102 CINCINNATI, OH 45236 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2K | $718 | $3K | 13.59% |
| HORAN ASSOCIATES INC.3 Filed as: HORAN ASSOCIATES, INC. | 4990 EAST GALBRAITH ROAD, SUITE 102 CINCINNATI, OH 45236 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $811 | $0 | $811 | 5.39% |
| DONNA L BEYLAND3 Filed as: DONNA L. BEYLAND | 519 WINDSOR PARK DRIVE DAYTON, OH 45459 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $644 | $11 | $655 | 4.35% |
| MELISSA S BEYLAND3 Filed as: MELISSA S. BEYLAND | 8811 YANKEE COVE COURT CENTERVILLE, OH 45458 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $293 | $11 | $304 | 2.02% |
| BEYLAND CONSULTANTS INC3 Filed as: BEYLAND CONSULTANTS, INC. | 519 WINDSOR PARK DRIVE CENTERVILLE, OH 45459 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $150 | $49 | $199 | 1.32% |
| BRYAN RICHARD BEYLAND3 Filed as: BRYAN R. BEYLAND AND OTHER AGENTS | 8811 YANKEE COVE COURT CENTERVILLE, OH 45458 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $93 | $0 | $93 | 0.62% |
| BRENDA K COX3 Filed as: BRENDA K. COX | 3604 NORTH GRAND AVENUE CONNERSVILLE, IN 47331 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $50 | $0 | $50 | 0.33% |
| JENNIFER LOEFFLER3 | 4455 MASON ROAD CANAL WINCHESTER, OH 43110 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $42 | $2 | $44 | 0.29% |
| HORAN ASSOCIATES INC.3 Filed as: HORAN ASSOCIATES, INC. | 4990 EAST GALBRAITH ROAD, SUITE 102 CINCINNATI, OH 45236 | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | $632 | $0 | $632 | 8.92% |
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 | 133 | 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) | 133 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | MEDICAL MUTUAL | 119 | $750K |
| Dental | PRINCIPAL LIFE INSURANCE COMPANY | 133 | $94K |
| Vision | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | 133 | $7K |
| Life insurance(3 contracts, 3 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 133 | $129K |
| Short-term disability(2 contracts, 2 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 133 | $109K |
| Long-term disability | PRINCIPAL LIFE INSURANCE COMPANY | 133 | $94K |
| Prescription drug | MEDICAL MUTUAL | 119 | $750K |
| Other(2 contracts, 2 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 133 | $35K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 133 | — |
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.