| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MILESTONE BENEFITS AGENCY INC3 | 521 VILLAGE PARK DR POWELL, OH 43065 | COMMUNITY INSURANCE COMPANY | $32K | $0 | $32K | 2.49% |
| SHAWN MARQUIS AGENCY INC3 | 110 EAST WILSON BRIDGE RD STE 260 COLUMBUS, OH 43085 | COMMUNITY INSURANCE COMPANY | $3K | $0 | $3K | 0.22% |
| MILESTONE BENEFITS AGENCY INC3 | PO BOX 2038 POWELL, OH 43065 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $14K | $8K | $21K | 14.44% |
| NATIONAL BENEFIT CENTER3 | 23825 COMMERCE PARK STE A BEACHWOOD, OH 44122 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $4K | $4K | 2.61% |
| THE WORKSITE GROUP LLC5 Filed as: THE WORKSITE GROUP | 1900 POLARIS PARKWAY STE 450 COLUMBUS, OH 43240 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $2K | $2K | 1.17% |
| MILESTONE BENEFITS AGENCY INC3 | PO BOX 2038 POWELL, OH 43065 | DELTA DENTAL OF OHIO | $3K | $0 | $3K | 4.81% |
| MILESTONE BENEFITS AGENCY INC3 | 521 VILLAGE PARK DR POWELL, OH 43065 | VISION SERVICE PLAN | $1K | $0 | $1K | 5.82% |
| EMPLOYEE NAVIGATOR, LLC3 | 7979 OLD GEORGETOWN RD STE 300 BETHESDA, MD 20814 | VISION SERVICE PLAN | $92 | $0 | $92 | 0.51% |
| MILESTONE BENEFITS AGENCY INC3 | PO BOX 2038 POWELL, OH 43065 | UNUM LIFE INSURNACE COMPANY OF AMERICA | $477 | $0 | $477 | 15.00% |
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 | 137 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 7 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 144 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | COMMUNITY INSURANCE COMPANY | 142 | $1.3M |
| Dental | DELTA DENTAL OF OHIO | 198 | $71K |
| Vision(2 contracts, 2 carriers) | COMMUNITY INSURANCE COMPANY | 142 | $1.3M |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 137 | $149K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 137 | $149K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 137 | $149K |
| Other(2 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 137 | $152K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 198 | — |
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.