| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MILESTONE BENEFITS AGENCY INC3 Filed as: MILESTONE BENEFITS AGENCY, INC. | PO BOX 2038 POWELL, OH 43065 | COMMUNITY INSURANCE COMPANY | $34K | $0 | $34K | 2.44% |
| SHAWN MARQUIS AGENCY INC3 | 110 EAST WILSON BRIDGE RD STE 260 COLUMBUS, OH 43085 | COMMUNITY INSURANCE COMPANY | $3K | $0 | $3K | 0.18% |
| MILESTONE BENEFITS AGENCY INC3 Filed as: MILESTONE BENEFITS AGENCY, INC. | PO BOX 2038 POWELL, OH 43065 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $12K | $6K | $17K | 13.48% |
| NATIONAL BENEFIT CENTER3 | 23825 COMMERCE PARK BEACHWOOD, OH 44122 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $3K | $3K | 2.35% |
| MILESTONE BENEFITS AGENCY INC3 Filed as: MILESTONE BENEFITS AGENCY, INC. | PO BOX 2038 POWELL, OH 43065 | DELTA DENTAL OF OHIO | $4K | $0 | $4K | 4.79% |
| MILESTONE BENEFITS AGENCY INC3 Filed as: MILESTONE BENEFITS AGENCY, INC. | PO BOX 2038 POWELL, OH 43065 | VISION SERVICE PLAN | $1K | $0 | $1K | 5.56% |
| EMPLOYEE NAVIGATOR, LLC3 | 7979 OLD GEORGETOWN RD STE 300 BETHESDA, MD 208142554 | VISION SERVICE PLAN | $57 | $0 | $57 | 0.28% |
| MILESTONE BENEFITS AGENCY INC3 Filed as: MILESTONE BENEFITS AGENCY, INC. | PO BOX 2038 POWELL, OH 43065 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $477 | $0 | $477 | 15.00% |
| AMBER D STEIN3 | 14966 ROBINS RD JOHNSTOWN, OH 43031 | AFLAC | $68 | $27 | $95 | 4.09% |
| ADRIENNE ALICE MENCHACA HOLBROOK3 | 413 LILYFIELD LN GALLOWAY, OH 43119 | AFLAC | $34 | $6 | $40 | 1.72% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: DAVID MERCER | 3295 KRISTIN CT COLUMBUS, OH 43231 | AFLAC | $34 | $0 | $34 | 1.46% |
| CAMERON CARRILLO3 Filed as: CAMERON D CARRILLO | 61503 ORION DR BEND, OR 97702 | AFLAC | $17 | $6 | $23 | 0.99% |
| MILESTONE BENEFITS AGENCY INC3 Filed as: MILESTONE BENEFITS AGENCY, INC. | PO BOX 2038 POWELL, OH 43065 | AFLAC | $21 | $0 | $21 | 0.90% |
| ASSURED NEACE LUKENS INS. AGENCY3 Filed as: CHRISTOPHER ALLEN NEECE | 11460 WOODBRIDGE LN NW BALTIMORE, OH 43105 | AFLAC | $11 | $0 | $11 | 0.47% |
| RHONDA W BALL3 | 4753 WINDING OAK DR DELAWARE, OH 43015 | AFLAC | $10 | $0 | $10 | 0.43% |
| LANCE SHNIDER3 Filed as: LANCE V SHNIDER | 6873 NEW ALBANY LINKS DR NEW ALBANY, OH 43054 | AFLAC | $8 | $0 | $8 | 0.34% |
| RONALD JAMES STEIN3 | 14966 ROBINS RD JOHNSTOWN, OH 43031 | AFLAC | $6 | $0 | $6 | 0.26% |
| MICHAEL SHAPIRO3 | 214 CRIMSON DR NEWARK, OH 43055 | AFLAC | $5 | $0 | $5 | 0.22% |
| ASSURED NEACE LUKENS INS. AGENCY3 Filed as: CHRISTOPHER ALLEN NEECE | 8591 N SPRING CT PICKERINGTON, OH 43147 | AFLAC | $5 | $0 | $5 | 0.22% |
| QUINN, MEYER & ASSOCIATES3 | 10800 WINCHCOMBE DR DUBLIN, OH 43016 | AFLAC | $4 | $0 | $4 | 0.17% |
| JOSEPH OMLOR3 Filed as: JOSEPH L OMLOR | 6165 NEEDLETAIL RD COLUMBUS, OH 43230 | AFLAC | $4 | $0 | $4 | 0.17% |
| JORDAN LYNN FUNK3 | 917 COUNTY RD 100 N THOMPSONVILLE, IL 62890 | AFLAC | $2 | $0 | $2 | 0.09% |
| SCOTT A SMITH3 | 5300 OAKBROOK PKWY STE 300 STE 350 NORCROSS, GA 30093 | AFLAC | $1 | $0 | $1 | 0.04% |
| JOHN C RASCHELLA3 | 20521 TAHITIAN BLVD ESTERO, FL 33928 | AFLAC | $1 | $0 | $1 | 0.04% |
| JOSHUA K HOPPE3 | 85076 MAJESTIC WALK CIR FERNANDINA BEACH, FL 32034 | AFLAC | $1 | $0 | $1 | 0.04% |
| RONALD J GRETHEL3 | 648 HANNA AVE LOVELAND, OH 45140 | AFLAC | $1 | $0 | $1 | 0.04% |
| MARKUS MUELLER3 | 4800 HIGHWAY A1A APT 203 VERO BEACH, FL 32963 | AFLAC | $0 | $0 | $0 | 0.00% |
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 | 161 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 8 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 1 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 170 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | COMMUNITY INSURANCE COMPANY | 168 | $1.4M |
| Dental | DELTA DENTAL OF OHIO | 220 | $84K |
| Vision | VISION SERVICE PLAN | 128 | $20K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 161 | $129K |
| Short-term disability(2 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 161 | $132K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 161 | $129K |
| Other(2 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 161 | $133K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 220 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.