| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LANG FINANCIAL GROUP, INC.3 | 4225 MALSBARY ROAD SUITE 100 CINCINNATI, OH 45242 | COMMUNITY INSURANCE COMPANY | $51K | — | $51K | 2.84% |
| LANG FINANCIAL GROUP, INC.3 | 4225 MALSBARY ROAD SUITE 100 CINCINNATI, OH 45242 | CONTINENTAL AMERICAN INSURANCE COMPANY | $5K | — | $5K | 5.64% |
| KRISTY J FISHBACK3 | PO BOX 405 BATAVIA, OH 45103 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3K | — | $3K | 3.95% |
| THOMAS FISHBACK3 | PO BOX 405 BATAVIA, OH 45103 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 2.56% |
| CHRISTOPHER E BIALKA3 | 4460 BLACK OAK LANE MASON, OH 45040 | CONTINENTAL AMERICAN INSURANCE COMPANY | $949 | — | $949 | 1.08% |
| BRYON L GROVE3 | 11260 CHESTER ROAD SUITE 100 CINCINNATI, OH 45246 | CONTINENTAL AMERICAN INSURANCE COMPANY | $946 | — | $946 | 1.08% |
| MARK E CASE3 | 6821 WELLINGTON PLACE CASTLE PINES, CO 80108 | CONTINENTAL AMERICAN INSURANCE COMPANY | $571 | — | $571 | 0.65% |
| GENESIS & ASSOCIATES LLC3 Filed as: GENESIS M COFFEY | 8150 CORPORATE PARK DRIVE SUITE 222 CINCINNATI, OH 45242 | CONTINENTAL AMERICAN INSURANCE COMPANY | $567 | — | $567 | 0.65% |
| MICHAEL D AISSEN3 | 920 HOLCOMB BRIDGE ROAD SUITE 200 ROSWELL, GA 30076 | CONTINENTAL AMERICAN INSURANCE COMPANY | $396 | — | $396 | 0.45% |
| BRIAN J DAY3 | 8744 UNION CENTRE BOULEVARD WEST CHESTER, OH 45069 | CONTINENTAL AMERICAN INSURANCE COMPANY | $369 | — | $369 | 0.42% |
| JAMES J GRETHEL3 | 865 CEDAR DRIVE LOVELAND, OH 45140 | CONTINENTAL AMERICAN INSURANCE COMPANY | $111 | — | $111 | 0.13% |
| CHRIS D BOULDREY3 | 340 WOOD HILLS DRIVE CONCORD, MI 49237 | CONTINENTAL AMERICAN INSURANCE COMPANY | $82 | — | $82 | 0.09% |
| SHAWN M MCDERMOTT3 | 9543 CONKLIN AVENUE CINCINNATI, OH 45242 | CONTINENTAL AMERICAN INSURANCE COMPANY | $68 | — | $68 | 0.08% |
| BRIAN J DAY3 | 8744 UNION CENTRE BOULEVARD WEST CHESTER, OH 45069 | CONTINENTAL AMERICAN INSURANCE COMPANY | $50 | — | $50 | 0.06% |
| INGER M PENNINGTON3 | 1108 BROOKE AVENUE CINCINNATI, OH 45230 | CONTINENTAL AMERICAN INSURANCE COMPANY | $48 | — | $48 | 0.05% |
| IAN B BRANYON3 | 8744 UNION CENTRE BOULEVARD WEST CHESTER, OH 45069 | CONTINENTAL AMERICAN INSURANCE COMPANY | $46 | — | $46 | 0.05% |
| WILLIAM ROBERTS3 | — | CONTINENTAL AMERICAN INSURANCE COMPANY | $18 | — | $18 | 0.02% |
| JAIME M GAUDET3 | 6363 MUIR STREET BATON ROUGE, LA 70817 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3 | — | $3 | 0.00% |
| LANG FINANCIAL GROUP, INC.3 | 4225 MALSBARY ROAD SUITE 175 CINCINNATI, OH 45242 | COMMUNITY INSURANCE COMPANY | $4K | — | $4K | 5.00% |
| KRISTY J FISHBACK3 | PO BOX 405 BATAVIA, OH 45103 | AFLAC | $1K | $20 | $1K | 2.88% |
| THOMAS M FISHBACK3 | PO BOX 405 BATAVIA, OH 45103 | AFLAC | $1K | — | $1K | 2.69% |
| LANG FINANCIAL GROUP, INC.3 | 4225 MALSBARY ROAD SUITE 100 CINCINNATI, OH 45242 | AFLAC | $1K | — | $1K | 2.33% |
| GENESIS & ASSOCIATES LLC3 Filed as: GENESIS M COFFEY | 11260 CHESTER ROAD SUITE 100 CINCINNATI, OH 45246 | AFLAC | $385 | — | $385 | 0.81% |
| MICHAEL D AISSEN3 | 920 HOLCOMB BRIDGE ROAD SUITE 200 ROSWELL, GA 30076 | AFLAC | $363 | — | $363 | 0.77% |
| MICHAEL T JOHNSON3 | 132 DOGWOOD DRIVE HIGHLAND HEIGHTS, KY 41076 | AFLAC | $349 | — | $349 | 0.74% |
| BRYON L GROVE3 | 11260 CHESTER ROAD SUITE 100 CINCINNATI, OH 45246 | AFLAC | $258 | $4 | $262 | 0.55% |
| BRIAN J DAY3 | 13189 HITCHING POST ROAD DEWITT, MI 48820 | AFLAC | $216 | — | $216 | 0.46% |
| KATHRYN HOFFMAN3 Filed as: KATHRYN E HOFFMAN | 755 DORGENE LANE CINCINNATI, OH 45244 | AFLAC | $212 | — | $212 | 0.45% |
| CHRIS BIALKA3 | 11260 CHESTER ROAD SUITE 100 CINCINNATI, OH 45246 | AFLAC | $205 | $4 | $209 | 0.44% |
| MARK EDWARD CASE3 | 8821 WELLINGTON PLACE CASTLE PINES, CO 80108 | AFLAC | $189 | — | $189 | 0.40% |
| SCOTT A SMITH3 | 5300 OAKBROOK PARKWAY, BUILDING 300 SUITE 350 NORCROSS, GA 30093 | AFLAC | $95 | — | $95 | 0.20% |
| JEFFREY W XAVER3 | 3982 ARLINGTON DRIVE WILLIAMSBURG, MI 49690 | AFLAC | $69 | — | $69 | 0.15% |
| CHRISTOPHER D BOULDREY3 | PO BOX 602 CONCORD, MI 49237 | AFLAC | $43 | — | $43 | 0.09% |
| MARC S. OSCHERWITZ3 Filed as: MARC S OSCHERWITZ | 12414 GOLDEN OAK CIRCLE HUDSON, FL 34669 | AFLAC | $25 | — | $25 | 0.05% |
| SHAWN MARTIN MCDERMOTT3 | 9543 CONKLIN AVENUE CINCINNATI, OH 45242 | AFLAC | $16 | — | $16 | 0.03% |
| LORI ANN KNAB3 | 3792 HUBBLE ROAD CINCINNATI, OH 45247 | AFLAC | $16 | — | $16 | 0.03% |
| INGER M PENNINGTON3 | 242 W TANSEY CROSSING WAY WESTFIELD, IN 46074 | AFLAC | $13 | — | $13 | 0.03% |
| IAN B BRANYON3 | 8744 UNION CENTRE BOULEVARD WEST CHESTER, OH 45069 | AFLAC | $13 | — | $13 | 0.03% |
| MATTHEW L CASTILLO3 | 2505 LOIS COURT LOGANVILLE, GA 30052 | AFLAC | $10 | — | $10 | 0.02% |
| MICHAEL R REBER3 | 20101 HERON CROSSING DRIVE TAMPA, FL 33647 | AFLAC | $6 | — | $6 | 0.01% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF KENTUCKY, LLC | PO BOX 73125 BELLEVUE, KY 41073 | AFLAC | $2 | — | $2 | 0.00% |
| JAMES J GRETHEL3 | 865 CEDAR DRIVE LOVELAND, OH 45140 | AFLAC | $1 | — | $1 | 0.00% |
| CLEVELAND S MCCALLISTER3 | 30 MACY STREET DAYTON, OH 45415 | AFLAC | $4K | $146 | $4K | 10.02% |
| LANG FINANCIAL GROUP, INC.3 | 4225 MALSBARY ROAD SUITE 100 CINCINNATI, OH 45242 | AFLAC | $1K | — | $1K | 3.64% |
| LEE ROY YOUNG ENTERPRISES3 Filed as: LEE ROY YOUNG ENTERPRISES, INC. | 2717 MIAMISBURG CENTERVILLE ROAD DAYTON, OH 45459 | AFLAC | $754 | $29 | $783 | 1.92% |
| MICHAEL R REBER3 | 20101 HERON CROSSING DRIVE TAMPA, FL 33647 | AFLAC | $478 | — | $478 | 1.17% |
| KYLE DUANE DAFLER3 | 2431 HAWKINS ROAD RICHMOND, KY 47374 | AFLAC | $422 | $23 | $445 | 1.09% |
| KATHRYN A BRAMLAGE3 Filed as: KATHRYN ANN BRAMLAGE | 9512 MANDEL DRIVE DAYTON, OH 45458 | AFLAC | $313 | — | $313 | 0.77% |
| BRIAN J DAY3 | 13189 HITCHING POST ROAD DEWITT, MI 48820 | AFLAC | $191 | — | $191 | 0.47% |
| MATTHEW HAND3 Filed as: MATTHEW R HAND | 10113 KINGSHYRE WAY TAMPA, FL 33647 | AFLAC | $190 | — | $190 | 0.47% |
| KEVIN MURPHY3 Filed as: KEVIN SVARDA ENTERPRISES, LLC | 2717 MIAMISBURG CENTERVILLE ROAD SUITE 215 DAYTON, OH 45459 | AFLAC | $61 | $7 | $68 | 0.17% |
| CHRISTOPHER D BOULDREY3 | PO BOX 602 CONCORD, MI 49237 | AFLAC | $27 | — | $27 | 0.07% |
| IAN B BRANYON3 | 8744 UNION CENTRE BOULEVARD WEST CHESTER, OH 45069 | AFLAC | $19 | — | $19 | 0.05% |
| SHAWN MARTIN MCDERMOTT3 | 9543 CONKLIN AVENUE CINCINNATI, OH 45242 | AFLAC | $10 | — | $10 | 0.02% |
| INGER M PENNINGTON3 | 242 W TANSEY CROSSING WAY WESTFIELD, IN 46074 | AFLAC | $9 | — | $9 | 0.02% |
| WILLIAM M HURLEY3 Filed as: WILLIAM H ROBERTS | 3749 SACHEM AVENUE CINCINNATI, OH 45226 | AFLAC | $5 | — | $5 | 0.01% |
| THOMAS M FISHBACK3 | PO BOX 405 BATAVIA, OH 45103 | AFLAC | $2K | $41 | $2K | 4.98% |
| LANG FINANCIAL GROUP, INC.3 | 4225 MALSBARY ROAD SUITE 100 CINCINNATI, OH 45242 | AFLAC | $1K | — | $1K | 3.19% |
| KRISTY J FISHBACK3 | PO BOX 405 BATAVIA, OH 45103 | AFLAC | $1K | — | $1K | 3.04% |
| BRYON L GROVE3 | 11260 CHESTER ROAD SUITE 100 CINCINNATI, OH 45246 | AFLAC | $464 | $8 | $472 | 1.32% |
| GENESIS & ASSOCIATES LLC3 Filed as: GENESIS M COFFEY | 11260 CHESTER ROAD SUITE 100 CINCINNATI, OH 45246 | AFLAC | $374 | — | $374 | 1.04% |
| MICHAEL D AISSEN3 | 920 HOLCOMB BRIDGE ROAD SUITE 200 ROSWELL, GA 30076 | AFLAC | $242 | — | $242 | 0.67% |
| CHRIS BIALKA3 | 11260 CHESTER ROAD SUITE 100 CINCINNATI, OH 45246 | AFLAC | $223 | $8 | $231 | 0.64% |
| MARK EDWARD CASE3 | 6821 WELLINGTON PLACE CASTLE PINES, CO 80108 | AFLAC | $202 | — | $202 | 0.56% |
| BRIAN J DAY3 | 13189 HITCHING POST ROAD DEWITT, MI 48820 | AFLAC | $167 | — | $167 | 0.47% |
| MICHAEL T JOHNSON3 | 132 DOGWOOD DRIVE HIGHLAND HEIGHTS, KY 41076 | AFLAC | $148 | — | $148 | 0.41% |
| LORI ANN KNAB3 | 3792 HUBBLE ROAD CINCINNATI, OH 45247 | AFLAC | $118 | — | $118 | 0.33% |
| KATHRYN HOFFMAN3 Filed as: KATHRYN E HOFFMAN | 755 DORGENE LANE CINCINNATI, OH 45242 | AFLAC | $111 | — | $111 | 0.31% |
| JAMES J GRETHEL3 | 865 CEDAR DRIVE LOVELAND, OH 45140 | AFLAC | $69 | — | $69 | 0.19% |
| SCOTT A SMITH3 | 5300 OAKBROOK PARKWAY, BUILDING 300 SUITE 350 NORCROSS, GA 30093 | AFLAC | $34 | — | $34 | 0.09% |
| CHRISTOPHER D BOULDREY3 | PO BOX 602 CONCORD, MI 49237 | AFLAC | $23 | — | $23 | 0.06% |
| JEFFREY W XAVER3 | 3982 ARLINGTON DRIVE WILLIAMSBURG, MI 49690 | AFLAC | $21 | — | $21 | 0.06% |
| IAN B BRANYON3 | 8744 UNION CENTRE BOULEVARD WEST CHESTER, OH 45069 | AFLAC | $12 | — | $12 | 0.03% |
| INGER M PENNINGTON3 | 242 W TANSEY CROSSING WAY WESTFIELD, IN 46074 | AFLAC | $10 | — | $10 | 0.03% |
| SHAWN MARTIN MCDERMOTT3 | 9543 CONKLIN AVENUE CINCINNATI, OH 45242 | AFLAC | $10 | — | $10 | 0.03% |
| WILLIAM M HURLEY3 Filed as: WILLIAM H ROBERTS | 3749 SACHEM AVENUE CINCINNATI, OH 45226 | AFLAC | $4 | — | $4 | 0.01% |
| KRISTY J FISHBACK3 | PO BOX 405 BATAVIA, OH 45103 | AFLAC | $1K | $68 | $1K | 3.84% |
| THOMAS M FISHBACK3 | PO BOX 405 BATAVIA, OH 45103 | AFLAC | $1K | — | $1K | 3.78% |
| LANG FINANCIAL GROUP, INC.3 | 4225 MALSBARY ROAD SUITE 100 CINCINNATI, OH 45242 | AFLAC | $802 | — | $802 | 2.51% |
| BRYON L GROVE3 | 11260 CHESTER ROAD SUITE 100 CINCINNATI, OH 45246 | AFLAC | $406 | $14 | $420 | 1.31% |
| GENESIS & ASSOCIATES LLC3 Filed as: GENESIS M COFFEY | 11260 CHESTER ROAD SUITE 100 CINCINNATI, OH 45246 | AFLAC | $349 | — | $349 | 1.09% |
| CHRIS BIALKA3 | 11260 CHESTER ROAD SUITE 100 CINCINNATI, OH 45246 | AFLAC | $156 | $14 | $170 | 0.53% |
| MICHAEL T JOHNSON3 | 132 DOGWOOD DRIVE HIGHLAND HEIGHTS, KY 41076 | AFLAC | $169 | — | $169 | 0.53% |
| BRIAN J DAY3 | 13189 HITCHING POST ROAD DEWITT, MI 48820 | AFLAC | $145 | — | $145 | 0.45% |
| MICHAEL D AISSEN3 | 920 HOLCOMB BRIDGE ROAD SUITE 200 ROSWELL, GA 30076 | AFLAC | $127 | — | $127 | 0.40% |
| MARK EDWARD CASE3 | 6821 WELLINGTON PLACE CASTLE PINES, CO 80108 | AFLAC | $86 | — | $86 | 0.27% |
| SCOTT A SMITH3 | 5300 OAKBROOK PARKWAY, BUILDING 300 SUITE 350 NORCROSS, GA 30093 | AFLAC | $78 | — | $78 | 0.24% |
| KATHRYN HOFFMAN3 Filed as: KATHRYN E HOFFMAN | 755 DORGENE LANE CINCINNATI, OH 45244 | AFLAC | $73 | — | $73 | 0.23% |
| JAMES J GRETHEL3 | 865 CEDAR DRIVE LOVELAND, OH 45140 | AFLAC | $62 | — | $62 | 0.19% |
| LORI ANN KNAB3 | 3792 HUBBLE ROAD CINCINNATI, OH 45247 | AFLAC | $40 | — | $40 | 0.13% |
| JEFFREY W XAVER3 | 3982 ARLINGTON DRIVE WILLIAMSBURG, MI 49690 | AFLAC | $21 | — | $21 | 0.07% |
| CARLA CARR3 Filed as: CARLA R CARR | PO BOX 176603 FORT MITCHELL, KY 41017 | AFLAC | $21 | — | $21 | 0.07% |
| CHRISTOPHER D BOULDREY3 | PO BOX 802 CONCORD, MI 49237 | AFLAC | $19 | — | $19 | 0.06% |
| RUTH WOLFANGEL3 Filed as: RUTH A WOLFANGEL | 8034 WITTS MILL LANE CINCINNATI, OH 45255 | AFLAC | $14 | — | $14 | 0.04% |
| INGER M PENNINGTON3 | 242 W TANSEY CROSSING WAY WESTFIELD, IN 46074 | AFLAC | $8 | — | $8 | 0.03% |
| IAN B BRANYON3 | 8744 UNION CENTRE BOULVEARD WEST CHESTER, OH 45069 | AFLAC | $7 | — | $7 | 0.02% |
| CAROL MULLEN3 Filed as: CAROL A MULLEN | 1708 MOUNT VERNON DRIVE COVINGTON, KY 41011 | AFLAC | $6 | — | $6 | 0.02% |
| SHAWN MARTIN MCDERMOTT3 | 9543 CONKLIN AVENUE CINCINNATI, OH 45242 | AFLAC | $6 | — | $6 | 0.02% |
| MICHAEL J QUINN3 | 8580 MAJORCA LANE NAPLES, FL 34114 | AFLAC | $3 | — | $3 | 0.01% |
| LANG FINANCIAL GROUP, INC.3 | 4225 MALSBARY ROAD SUITE 100 CINCINNATI, OH 45242 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $627 | — | $627 | 5.00% |
| CLEVELAND S MCCALLISTER3 Filed as: CLEVELAND S MCCALISTER | 30 MACY STREET DAYTON, OH 45415 | CONTINENTAL AMERICAN INSURANCE COMPANY | $728 | — | $728 | 8.08% |
| LANG FINANCIAL GROUP, INC.3 | 4225 MALSBARY ROAD SUITE 100 CINCINNATI, OH 45242 | CONTINENTAL AMERICAN INSURANCE COMPANY | $577 | — | $577 | 6.41% |
| LEE ROY YOUNG ENTERPRISES3 | 816 POWELL AVENUE MIAMISBURG, OH 45342 | CONTINENTAL AMERICAN INSURANCE COMPANY | $136 | — | $136 | 1.51% |
| KATHRYN A BRAMLAGE3 | 3139 WESTVIEW DRIVE BEAVERCREEK, OH 45434 | CONTINENTAL AMERICAN INSURANCE COMPANY | $116 | — | $116 | 1.29% |
| KYLE RUSSEY3 Filed as: KYLE D DAFLER | 2431 HAWKINS ROAD RICHMOND, IN 47374 | CONTINENTAL AMERICAN INSURANCE COMPANY | $110 | — | $110 | 1.22% |
| MICHAEL R REBER3 | 20101 HERON CROSSING TAMPA, FL 33647 | CONTINENTAL AMERICAN INSURANCE COMPANY | $83 | — | $83 | 0.92% |
| KRISTY J FISHBACK3 | PO BOX 405 BATAVIA, OH 45103 | CONTINENTAL AMERICAN INSURANCE COMPANY | $51 | — | $51 | 0.57% |
| BRIAN J DAY3 | 8744 UNION CENTRE BOULEVARD WEST CHESTER, OH 45069 | CONTINENTAL AMERICAN INSURANCE COMPANY | $44 | — | $44 | 0.49% |
| KEVIN MURPHY3 Filed as: KEVIN SVARDA ENTERPRISES, LLC | 7364 WATERWAY DRIVE WAYNESVILLE, OH 45068 | CONTINENTAL AMERICAN INSURANCE COMPANY | $9 | — | $9 | 0.10% |
| IAN B BRANYON3 | 8744 UNION CENTRE BOULEVARD WEST CHESTER, OH 45069 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3 | — | $3 | 0.03% |
| SHAWN M MCDERMOTT3 | 9543 CONKLIN AVENUE CINCINNATI, OH 45242 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2 | — | $2 | 0.02% |
| INGER M PENNINGTON3 | 242 W TANSEY CROSSING WAY WESTFIELD, IN 46074 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2 | — | $2 | 0.02% |
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 | 212 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 212 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | COMMUNITY INSURANCE COMPANY | 251 | $1.8M |
| Dental | COMMUNITY INSURANCE COMPANY | 179 | $76K |
| Vision | COMMUNITY INSURANCE COMPANY | 251 | $1.8M |
| Life insurance | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 212 | $13K |
| Other(7 contracts, 3 carriers) | CONTINENTAL AMERICAN INSURANCE COMPANY | 325 | $265K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 325 | — |
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.