| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ACCELERATED FINANCIAL PLANNING3 | 5880 VENTURE DRIVE SUITE D DUBLIN, OH 43017 | COMMUNITY INSURANCE COMPANY | — | $1K | $1K | 0.15% |
| USI INSURANCE SERVICES LLC3 | 5880 VENTURE DRIVE DUBLIN, OH 43017 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $4K | — | $4K | 6.93% |
| ACCELERATED FINANCIAL PLANNING3 Filed as: ACCELERATED FINANCIAL PLAN | 5880 VENTURE DRIVE DUBLIN, OH 43017 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $670 | — | $670 | 1.15% |
| USI INSURANCE SERVICES LLC3 | 5880 VENTURE DRIVE DUBLIN, OH 43017 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $6K | — | $6K | 11.50% |
| ACCELERATED FINANCIAL PLANNING3 Filed as: ACCELERATED FINANCIAL PLAN | 5880 VENTURE DRIVE DUBLIN, OH 43017 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 3.50% |
| USI INSURANCE SERVICES LLC3 | 5880 VENTURE DRIVE DUBLIN, OH 43017 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | — | $3K | 5.96% |
| ACCELERATED FINANCIAL PLANNING3 Filed as: ACCELERATED FINANCIAL PLAN | 5880 VENTURE DRIVE DUBLIN, OH 43017 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $274 | — | $274 | 0.65% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES, LLC | 5880 VENTURE DRIVE SUITE D DUBLIN, OH 43017 | EYEMED VISION CARE | $3K | — | $3K | 6.05% |
| ACCELERATED FINANCIAL PLANNING3 Filed as: ACCELERATED BENEFITS | 5880 VENTURE DRIVE DUBLIN, OH 43017 | EYEMED VISION CARE | $1K | — | $1K | 3.22% |
| INTEGRATED EMPLOYEE BENEFIT SOLUTIO3 | 5880 VENTURE DRIVE DUBLIN, OH 43017 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $902 | $18 | $920 | 6.22% |
| HOWARD B MESZAROS3 | 8680 COLVIN DRIVE PLAIN CITY, OH 43064 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $200 | $5 | $205 | 1.39% |
| LISA R CANFIELD3 | 324 STRAW COURT PATASKALA, OH 43062 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $50 | $21 | $71 | 0.48% |
| JASON HARTMAN3 Filed as: JASON C SHAPIRO | 41 BRENTON STREET LITCHFIELD, NH 03052 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $50 | — | $50 | 0.34% |
| MICHAEL G. HICKS3 Filed as: MICHAEL G HICKS | PO BOX 240518 MONTGOMERY, AL 36124 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.01% |
| CHARLES W JINRIGHT3 | PO BOX 240518 MONTGOMERY, AL 36124 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.01% |
| D'ARCIPRETE & ASSOCIATES INC3 | 12945 US HIGHWAY 331 MONTGOMERY, AL 36105 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 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 | 378 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 27 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 405 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | EYEMED VISION CARE | 484 | $42K |
| Life insurance(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 407 | $93K |
| Short-term disability | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 25 | $15K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 408 | $58K |
| Stop-loss / reinsurancereinsurance | COMMUNITY INSURANCE COMPANY | 313 | $789K |
| Other(4 contracts, 3 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 434 | $135K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 484 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.