| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LANG FINANCIAL GROUP, INC.3 | 4225 MALSBARY ROAD SUITE 100 CINCINNATI, OH 45242 | MEDICAL MUTUAL | $47K | $52 | $47K | 2.70% |
| 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 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 2.78% |
| LANG FINANCIAL GROUP, INC.3 | 4225 MALSBARY ROAD SUITE 100 CINCINNATI, OH 45242 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | — | $1K | 1.88% |
| MARK E CASE3 | 6821 WELLINGTON PLACE CASTLE PINES, CO 80108 | CONTINENTAL AMERICAN INSURANCE COMPANY | $466 | — | $466 | 0.81% |
| GENESIS & ASSOCIATES LLC3 Filed as: GENESIS & ASSOCIATES, LLC | 838 ACKLEY ROAD CINCINNATI, OH 45255 | CONTINENTAL AMERICAN INSURANCE COMPANY | $378 | — | $378 | 0.66% |
| CHRISTOPHER E BIALKA3 | 4460 BLACK OAK LANE MASON, OH 45040 | CONTINENTAL AMERICAN INSURANCE COMPANY | $352 | — | $352 | 0.61% |
| MICHAEL D AISSEN3 | 920 HOLCOMB BRIDGE ROAD SUITE 200 ROSWELL, GA 30076 | CONTINENTAL AMERICAN INSURANCE COMPANY | $324 | — | $324 | 0.57% |
| BRIAN J DAY3 | 8744 UNION CENTRE BOULEVARD WEST CHESTER, OH 45069 | CONTINENTAL AMERICAN INSURANCE COMPANY | $313 | — | $313 | 0.55% |
| THOMAS FISHBACK3 | PO BOX 405 BATAVIA, OH 45103 | CONTINENTAL AMERICAN INSURANCE COMPANY | $167 | — | $167 | 0.29% |
| GROVE FINANCIAL LLC3 Filed as: GROVE FINANCIAL, LLC | 6482 SHAWNEE RUN ROAD CINCINNATI, OH 45243 | CONTINENTAL AMERICAN INSURANCE COMPANY | $161 | — | $161 | 0.28% |
| CHRIS D BOULDREY3 | 340 WOOD HILLS DRIVE CONCORD, MI 49237 | CONTINENTAL AMERICAN INSURANCE COMPANY | $64 | — | $64 | 0.11% |
| JAMES J GRETHEL3 | 865 CEDAR DRIVE LOVELAND, OH 45140 | CONTINENTAL AMERICAN INSURANCE COMPANY | $54 | — | $54 | 0.09% |
| SHAWN M MCDERMOTT3 | 9543 CONKLIN AVENUE CINCINNATI, OH 45242 | CONTINENTAL AMERICAN INSURANCE COMPANY | $53 | — | $53 | 0.09% |
| INGER M PENNINGTON3 | 7179 HONEYWOOD COURT CINCINNATI, OH 45230 | CONTINENTAL AMERICAN INSURANCE COMPANY | $37 | — | $37 | 0.06% |
| IAN B BRANYON3 | 8744 UNION CENTRE BOULEVARD WEST CHESTER, OH 45069 | CONTINENTAL AMERICAN INSURANCE COMPANY | $30 | — | $30 | 0.05% |
| WILLIAM ROBERTS3 | 3749 SACHEM AVE CINCINNATI, OH 45226 | CONTINENTAL AMERICAN INSURANCE COMPANY | $8 | — | $8 | 0.01% |
| LANG FINANCIAL GROUP, INC.3 | 4225 MALSBARY ROAD SUITE 100 CINCINNATI, OH 45242 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $4K | $765 | $5K | 11.87% |
| CLEVELAND MCCALLISTER3 | 30 MACY STREET DAYTON, OH 45415 | AFLAC | $2K | $38 | $2K | 5.36% |
| LANG FINANCIAL GROUP, INC.3 | 4225 MALSBARY ROAD SUITE 100 CINCINNATI, OH 45242 | AFLAC | $689 | — | $689 | 2.12% |
| MICHAEL C WALKER3 Filed as: MICHAEL REBER | 20101 HERON CROSSING DRIVE TAMPA, FL 33647 | AFLAC | $367 | — | $367 | 1.13% |
| KK BENEFITS, LLC3 | 9612 MANDEL DRIVE DAYTON, OH 45458 | AFLAC | $213 | — | $213 | 0.66% |
| LEE ROY YOUNG ENTERPRISES3 Filed as: LEE ROY YOUNG ENTERPRISES, INC. | 6746 CARINTHIA DRIVE DAYTON, OH 45459 | AFLAC | $198 | — | $198 | 0.61% |
| MATTHEW HAND3 | 10113 KINGSHYRE WAY TAMPA, FL 33647 | AFLAC | $161 | — | $161 | 0.50% |
| BRIAN DAY3 | 13189 HITCHING POST ROAD DEWITT, MI 48820 | AFLAC | $151 | — | $151 | 0.47% |
| LEE ROY YOUNG ENTERPRISES3 Filed as: LEE R YOUNG | 816 POWELL AVENUE MIAMISBURG, OH 45342 | AFLAC | $131 | — | $131 | 0.40% |
| KYLE DUANE DAFLER3 Filed as: KYLE DAFLER | 2431 HAWKINS ROAD RICHMOND, IN 47374 | AFLAC | $120 | $8 | $128 | 0.39% |
| ALISON L PFEIFFER | 377 CLEAR SPRINGS CT CARLISE, OH 45005 | AFLAC | $117 | — | $117 | 0.36% |
| KEVIN MURPHY3 Filed as: KEVIN SVARDA ENTERPRISES, LLC | 1828 IRIS TRAIL WAYNESVILLE, OH 45068 | AFLAC | $53 | — | $53 | 0.16% |
| AMY C O'CONNOR3 | 559 WOODVIEW DR DAYTON, OH 45419 | AFLAC | $31 | — | $31 | 0.10% |
| MATTHEW R CALICOAT3 | 10680 PUTNAM RD ENGLEWOOD, OH 45322 | AFLAC | $29 | — | $29 | 0.09% |
| JESSICA L MCGINNITY3 Filed as: JESSICA DAVIS | 1954 TURNBULL ROAD DAYTON, OH 45432 | AFLAC | $20 | $7 | $27 | 0.08% |
| CHRISTOPHER D BOULDREY3 Filed as: CHRISTOPHER BOULDREY | PO BOX 602 CONCORD, MI 49237 | AFLAC | $27 | — | $27 | 0.08% |
| IAN B BRANYON3 Filed as: IAN BRANYON | 2301 LUCIEN WAY SUITE 150 MAITLAND, FL 32751 | AFLAC | $22 | — | $22 | 0.07% |
| KATHRYN A BRAMLAGE3 Filed as: KATHRYN BRAMLAGE | 9612 MANDEL DR DAYTON, OH 45458 | AFLAC | $19 | — | $19 | 0.06% |
| SHAWN M MCDERMOTT3 Filed as: SHAWN MCDERMOTT | 9543 CONKLIN AVENUE CINCINNATI, OH 45242 | AFLAC | $10 | — | $10 | 0.03% |
| INGER M PENNINGTON3 Filed as: INGER PENNINGTON | 7179 HONEYWOOD COURT CINCINNATI, OH 45230 | AFLAC | $9 | — | $9 | 0.03% |
| LEE ROY YOUNG ENTERPRISES3 Filed as: LEE ROY YOUNG | 6746 CARINTHIA DR DAYTON, OH 45459 | AFLAC | $8 | — | $8 | 0.02% |
| WILLIAM ROBERTS3 | 3749 SACHEM AVENUE CINCINNATI, OH 45226 | AFLAC | $7 | — | $7 | 0.02% |
| KRISTY J FISHBACK3 Filed as: KRISTY FISHBACK | PO BOX 405 BATAVIA, OH 45103 | AFLAC | $827 | $43 | $870 | 3.25% |
| LANG FINANCIAL GROUP, INC.3 | 4225 MALSBARY ROAD SUITE 100 CINCINNATI, OH 45242 | AFLAC | $512 | — | $512 | 1.91% |
| THOMAS FISHBACK3 | PO BOX 405 BATAVIA, OH 45103 | AFLAC | $376 | — | $376 | 1.41% |
| MICHAEL AISSEN3 | 920 HOLCOMB BRIDGE ROAD SUITE 200 ROSWELL, GA 30076 | AFLAC | $298 | — | $298 | 1.11% |
| GENESIS & ASSOCIATES LLC3 Filed as: GENESIS & ASSOCIATES, LLC | 838 ACKLEY ROAD CINCINNATI, OH 45255 | AFLAC | $242 | — | $242 | 0.90% |
| MARK EDWARD CASE3 Filed as: MARK CASE | 6821 WELLINGTON PLACE CASTLE PINES, CO 80108 | AFLAC | $151 | — | $151 | 0.56% |
| BRIAN DAY3 | 13189 HITCHING POST ROAD DEWITT, MI 48820 | AFLAC | $115 | — | $115 | 0.43% |
| CHRIS BIALKA3 | 5510 SENTINEL OAK DR MASON, OH 45040 | AFLAC | $106 | — | $106 | 0.40% |
| KATHRYN HOFFMAN3 | 755 DORGENE LANE CINCINNATI, OH 45244 | AFLAC | $95 | — | $95 | 0.36% |
| JEFFREY D HARNED3 Filed as: JEFFREY XAVER | 5300 EAGLES NEST LANE LELAND, MI 49654 | AFLAC | $58 | — | $58 | 0.22% |
| GROVE FINANCIAL LLC3 Filed as: GROVE FINANCIAL, LLC | 4502 GLENBROOK DRIVE PALM HARBOR, FL 34683 | AFLAC | $47 | $9 | $56 | 0.21% |
| SCOTT A SMITH3 Filed as: SCOTT SMITH | 5300 OAKBROOK PARKWAY SUITE 300 NORCROSS, GA 30093 | AFLAC | $38 | — | $38 | 0.14% |
| CHRISTOPHER D BOULDREY3 Filed as: CHRISTOPHER BOULDREY | PO BOX 602 CONCORD, MI 49237 | AFLAC | $36 | — | $36 | 0.13% |
| JAIME MASON GAUDET3 Filed as: JAIME GAUDET | 11260 CHESTER ROAD SUITE 500 CINCINNATI, OH 45246 | AFLAC | $13 | $9 | $22 | 0.08% |
| SHAWN M MCDERMOTT3 Filed as: SHAWN MCDERMOTT | 9543 CONKLIN AVENUE CINCINNATI, OH 45242 | AFLAC | $15 | — | $15 | 0.06% |
| LORI ANN KNAB3 Filed as: LORI KNAB | 3792 HUBBLE ROAD CINCINNATI, OH 45247 | AFLAC | $12 | — | $12 | 0.04% |
| INGER M PENNINGTON3 Filed as: INGER PENNINGTON | 7179 HONEYWOOD COURT CINCINNATI, OH 45230 | AFLAC | $11 | — | $11 | 0.04% |
| IAN B BRANYON3 Filed as: IAN BRANYON | 2301 LUCIEN WAY SUITE 150 MAITLAND, FL 32751 | AFLAC | $9 | — | $9 | 0.03% |
| LANG FINANCIAL GROUP, INC.3 | 4225 MALSBARY ROAD SUITE 100 CINCINNATI, OH 45242 | COMMUNITY INSURANCE COMPANY | $2K | — | $2K | 9.03% |
| KRISTY J FISHBACK3 Filed as: KRISTY FISHBACK | PO BOX 405 BATAVIA, OH 45103 | AFLAC | $729 | — | $729 | 3.47% |
| LANG FINANCIAL GROUP, INC.3 | 4225 MALSBARY ROAD SUITE 100 CINCINNATI, OH 45242 | AFLAC | $315 | — | $315 | 1.50% |
| GENESIS & ASSOCIATES LLC3 Filed as: GENESIS & ASSOCIATES, LLC | 838 ACKLEY ROAD CINCINNATI, OH 45255 | AFLAC | $218 | — | $218 | 1.04% |
| THOMAS FISHBACK3 | PO BOX 405 BATAVIA, OH 45103 | AFLAC | $173 | — | $173 | 0.82% |
| BRIAN DAY3 | 13189 HITCHING POST ROAD DEWITT, MI 48820 | AFLAC | $120 | — | $120 | 0.57% |
| MICHAEL AISSEN3 | 920 HOLCOMB BRIDGE ROAD SUITE 200 ROSWELL, GA 30076 | AFLAC | $119 | — | $119 | 0.57% |
| MARK EDWARD CASE3 Filed as: MARK CASE | 6821 WELLINGTON PLACE CASTLE PINES, CO 80108 | AFLAC | $81 | — | $81 | 0.39% |
| SCOTT A SMITH3 Filed as: SCOTT SMITH | 5300 OAKBROOK PARKWAY, BUILDING 300 SUITE 350 NORCROSS, GA 30093 | AFLAC | $78 | — | $78 | 0.37% |
| JAMES J GRETHEL3 Filed as: JAMES GRETHEL | 865 CEDAR DRIVE LOVELAND, OH 45140 | AFLAC | $56 | — | $56 | 0.27% |
| CHRIS BIALKA3 | 5510 SENTINEL OAK DR MASON, OH 45040 | AFLAC | $56 | — | $56 | 0.27% |
| KATHRYN HOFFMAN3 | 755 DORGENE LANE CINCINNATI, OH 45244 | AFLAC | $54 | — | $54 | 0.26% |
| GROVE FINANCIAL LLC3 Filed as: GROVE FINANCIAL, LLC | 4502 GLENBROOK DRIVE PALM HARBOR, FL 34683 | AFLAC | $46 | — | $46 | 0.22% |
| CHRISTOPHER D BOULDREY3 Filed as: CHRISTOPHER BOULDREY | PO BOX 602 CONCORD, MI 49237 | AFLAC | $25 | — | $25 | 0.12% |
| JEFFREY D HARNED3 Filed as: JEFFREY XAVER | 5300 EAGLES NEST LANE LELAND, MI 49654 | AFLAC | $21 | — | $21 | 0.10% |
| CARLA CARR3 | PO BOX 176603 FORT MITCHELL, KY 41017 | AFLAC | $21 | — | $21 | 0.10% |
| RUTH WOLFANGEL3 | 8034 WITTS MILL LANE CINCINNATI, OH 45255 | AFLAC | $14 | — | $14 | 0.07% |
| INGER M PENNINGTON3 Filed as: INGER PENNINGTON | 7179 HONEYWOOD COURT CINCINNATI, OH 45230 | AFLAC | $10 | — | $10 | 0.05% |
| IAN B BRANYON3 Filed as: IAN BRANYON | 2301 LUCIEN WAY SUITE 150 MAITLAND, FL 32751 | AFLAC | $7 | — | $7 | 0.03% |
| SHAWN M MCDERMOTT3 Filed as: SHAWN MCDERMOTT | 9543 CONKLIN AVENUE CINCINNATI, OH 45242 | AFLAC | $6 | — | $6 | 0.03% |
| CAROL MULLEN3 | 1708 MOUNT VERNON DRIVE COVINGTON, KY 41011 | AFLAC | $6 | — | $6 | 0.03% |
| MICHAEL C WALKER3 Filed as: MICHAEL QUINN | 8580 MAJORCA LANE NAPLES, FL 34114 | AFLAC | $3 | — | $3 | 0.01% |
| JOHN C RASCHELLA3 Filed as: JOHN RASCHELLA | 20301 GRANDE OAK SHOPPES BOULEVARD SUITE 118-32 ESTERO, FL 33928 | AFLAC | $1 | — | $1 | 0.00% |
| WILLIAM ROBERTS3 | 3749 SACHEM AVENUE CINCINNATI, OH 45226 | AFLAC | $1 | — | $1 | 0.00% |
| RONALD J GRETHEL3 Filed as: RONALD GRETHEL | 648 HANNA AVENUE LOVELAND, OH 45140 | AFLAC | $1 | — | $1 | 0.00% |
| LANG FINANCIAL GROUP, INC.3 | 4225 MALSBARY ROAD SUITE 100 CINCINNATI, OH 45242 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $2K | $389 | $2K | 11.96% |
| THOMAS FISHBACK3 | PO BOX 405 BATAVIA, OH 45103 | AFLAC | $451 | — | $451 | 2.40% |
| KRISTY J FISHBACK3 Filed as: KRISTY FISHBACK | PO BOX 405 BATAVIA, OH 45103 | AFLAC | $391 | — | $391 | 2.08% |
| LANG FINANCIAL GROUP, INC.3 | 4225 MALSBARY ROAD SUITE 100 CINCINNATI, OH 45242 | AFLAC | $331 | — | $331 | 1.76% |
| GENESIS & ASSOCIATES LLC3 Filed as: GENESIS & ASSOCIATES, LLC | 838 ACKLEY ROAD CINCINNATI, OH 45255 | AFLAC | $196 | — | $196 | 1.04% |
| MARK EDWARD CASE3 Filed as: MARK CASE | 6821 WELLINGTON PLACE CASTLE PINES, CO 80108 | AFLAC | $143 | — | $143 | 0.76% |
| MICHAEL AISSEN3 | 920 HOLCOMB BRIDGE ROAD SUITE 200 ROSWELL, GA 30076 | AFLAC | $106 | — | $106 | 0.56% |
| BRIAN DAY3 | 13189 HITCHING POST ROAD DEWITT, MI 48820 | AFLAC | $92 | — | $92 | 0.49% |
| CHRIS BIALKA3 | 6342 CALIDA WAY MASON, OH 45040 | AFLAC | $76 | — | $76 | 0.40% |
| KATHRYN HOFFMAN3 | 755 DORGENE LANE CINCINNATI, OH 45244 | AFLAC | $70 | — | $70 | 0.37% |
| GROVE FINANCIAL LLC3 Filed as: GROVE FINANCIAL, LLC | 4502 GLENBROOK DRIVE PALM HARBOR, FL 34683 | AFLAC | $64 | — | $64 | 0.34% |
| SCOTT A SMITH3 Filed as: SCOTT SMITH | 5300 OAKBROOK PARKWAY SUITE 300 NORCROSS, GA 30093 | AFLAC | $31 | — | $31 | 0.16% |
| CHRISTOPHER D BOULDREY3 Filed as: CHRISTOPHER BOULDREY | PO BOX 602 CONCORD, MI 49237 | AFLAC | $22 | — | $22 | 0.12% |
| JAMES J GRETHEL3 Filed as: JAMES GRETHEL | 865 CEDAR DRIVE LOVELAND, OH 45140 | AFLAC | $18 | — | $18 | 0.10% |
| IAN B BRANYON3 Filed as: IAN BRANYON | 2301 LUCIEN WAY SUITE 150 MAITLAND, FL 32751 | AFLAC | $11 | — | $11 | 0.06% |
| SHAWN M MCDERMOTT3 Filed as: SHAWN MCDERMOTT | 9543 CONKLIN AVENUE CINCINNATI, OH 45242 | AFLAC | $10 | — | $10 | 0.05% |
| INGER M PENNINGTON3 Filed as: INGER PENNINGTON | 7179 HONEYWOOD COURT CINCINNATI, OH 45230 | AFLAC | $8 | — | $8 | 0.04% |
| JEFFREY W XAVER3 Filed as: JEFFREY XAVIER | 5300 EAGLES NEST LANE LELAND, MI 49654 | AFLAC | $8 | — | $8 | 0.04% |
| LORI ANN KNAB3 Filed as: LORI KNAB | 3792 HUBBLE ROAD CINCINNATI, OH 45247 | AFLAC | $7 | — | $7 | 0.04% |
| WILLIAM ROBERTS3 | 3749 SACHEM AVENUE CINCINNATI, OH 45226 | AFLAC | $2 | — | $2 | 0.01% |
| LANG FINANCIAL GROUP, INC.3 | 4225 MALSBARY ROAD SUITE 100 CINCINNATI, OH 45242 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $618 | — | $618 | 9.99% |
| LANG FINANCIAL GROUP, INC.3 | 4225 MALSBARY ROAD SUITE 100 CINCINNATI, OH 45242 | CONTINENTAL AMERICAN INSURANCE COMPANY | $178 | — | $178 | 3.11% |
| CLEVELAND S MCCALLISTER3 | 30 MACY STREET DAYTON, OH 45415 | CONTINENTAL AMERICAN INSURANCE COMPANY | $149 | — | $149 | 2.60% |
| ALISON L PFEIFFER3 Filed as: ALISON PFEIFFER | 377 CLEAR SPRINGS CT CARLISLE, OH 45005 | CONTINENTAL AMERICAN INSURANCE COMPANY | $92 | — | $92 | 1.61% |
| KK BENEFITS, LLC3 Filed as: KK BENEFITS LLC | 6680 POE AVE #400 DAYTON, OH 45414 | CONTINENTAL AMERICAN INSURANCE COMPANY | $58 | — | $58 | 1.01% |
| KYLE RUSSEY3 Filed as: KYLE D DAFLER | 2431 HAWKINS ROAD RICHMOND, IN 47374 | CONTINENTAL AMERICAN INSURANCE COMPANY | $52 | — | $52 | 0.91% |
| MICHAEL R REBER3 | 20101 HERON CROSSING TAMPA, FL 33647 | CONTINENTAL AMERICAN INSURANCE COMPANY | $42 | — | $42 | 0.73% |
| LEE ROY YOUNG ENTERPRISES3 | 816 POWELL AVENUE MIAMISBURG, OH 45342 | CONTINENTAL AMERICAN INSURANCE COMPANY | $39 | — | $39 | 0.68% |
| KRISTY J FISHBACK3 | PO BOX 405 BATAVIA, OH 45103 | CONTINENTAL AMERICAN INSURANCE COMPANY | $29 | — | $29 | 0.51% |
| BRIAN J DAY3 | 8744 UNION CENTRE BOULEVARD WEST CHESTER, OH 45069 | CONTINENTAL AMERICAN INSURANCE COMPANY | $23 | — | $23 | 0.40% |
| KEVIN MURPHY3 Filed as: KEVIN SVARDA ENTERPRISES, LLC | 7364 WATERWAY DRIVE WAYNESVILLE, OH 45068 | CONTINENTAL AMERICAN INSURANCE COMPANY | $7 | — | $7 | 0.12% |
| IAN B BRANYON3 | 8744 UNION CENTRE BOULEVARD WEST CHESTER, OH 45069 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2 | — | $2 | 0.03% |
| SHAWN M MCDERMOTT3 | 9543 CONKLIN AVENUE CINCINNATI, OH 45242 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1 | — | $1 | 0.02% |
| INGER M PENNINGTON3 | 7179 HONEYWOOD COURT CINCINNATI, OH 45230 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1 | — | $1 | 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 | 226 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 226 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | MEDICAL MUTUAL | 197 | $1.8M |
| Dental | COMMUNITY INSURANCE COMPANY | 191 | $80K |
| Vision | COMMUNITY INSURANCE COMPANY | 292 | $23K |
| Life insurance | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 226 | $6K |
| Short-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 58 | $20K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 55 | $41K |
| Prescription drug | MEDICAL MUTUAL | 197 | $1.8M |
| Other(7 contracts, 3 carriers) | CONTINENTAL AMERICAN INSURANCE COMPANY | 325 | $168K |
| 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.