| 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 | $19K | — | $19K | 2.57% |
| KRISTY J FISHBACK3 | PO BOX 405 BATAVIA, OH 45103 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3K | — | $3K | 6.34% |
| LANG FINANCIAL GROUP, INC.3 | 4225 MALSBARY ROAD SUITE 100 CINCINNATI, OH 45242 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3K | — | $3K | 5.08% |
| GENESIS & ASSOCIATES LLC3 Filed as: GENESIS M COFFEY | 8150 CORPORATE PARK DRIVE SUITE 222 CINCINNATI, OH 45242 | CONTINENTAL AMERICAN INSURANCE COMPANY | $641 | — | $641 | 1.30% |
| MARK E CASE3 | 6821 WELLINGTON PLACE CASTLE PINES, CO 80108 | CONTINENTAL AMERICAN INSURANCE COMPANY | $386 | — | $386 | 0.78% |
| JAMES J GRETHEL3 | 865 CEDAR DRIVE LOVELAND, OH 45140 | CONTINENTAL AMERICAN INSURANCE COMPANY | $372 | — | $372 | 0.75% |
| CHRISTOPHER E BIALKA3 | 4460 BLACK OAK LANE MASON, OH 45040 | CONTINENTAL AMERICAN INSURANCE COMPANY | $290 | — | $290 | 0.59% |
| MICHAEL D AISSEN3 | 920 HOLCOMB BRIDGE ROAD SUITE 200 ROSWELL, GA 30076 | CONTINENTAL AMERICAN INSURANCE COMPANY | $269 | — | $269 | 0.55% |
| BRIAN J DAY3 | 8744 UNION CENTRE BOULEVARD WEST CHESTER, OH 45069 | CONTINENTAL AMERICAN INSURANCE COMPANY | $241 | — | $241 | 0.49% |
| BRIAN J DAY3 | 8744 UNION CENTRE BOULEVARD WEST CHESTER, OH 45069 | CONTINENTAL AMERICAN INSURANCE COMPANY | $192 | — | $192 | 0.39% |
| BRYON L GROVE3 | 11260 CHESTER ROAD SUITE 100 CINCINNATI, OH 45246 | CONTINENTAL AMERICAN INSURANCE COMPANY | $137 | — | $137 | 0.28% |
| IAN B BRANYON3 | 8744 UNION CENTRE BOULEVARD WEST CHESTER, OH 45069 | CONTINENTAL AMERICAN INSURANCE COMPANY | $72 | — | $72 | 0.15% |
| WILLIAM ROBERTS3 | — | CONTINENTAL AMERICAN INSURANCE COMPANY | $59 | — | $59 | 0.12% |
| THOMAS FISHBACK3 | PO BOX 405 BATAVIA, OH 45103 | CONTINENTAL AMERICAN INSURANCE COMPANY | $52 | — | $52 | 0.11% |
| CHRIS D BOULDREY3 | 340 WOOD HILLS DRIVE CONCORD, MI 49237 | CONTINENTAL AMERICAN INSURANCE COMPANY | $51 | — | $51 | 0.10% |
| SHAWN M MCDERMOTT3 | 9543 CONKLIN AVENUE CINCINNATI, OH 45242 | CONTINENTAL AMERICAN INSURANCE COMPANY | $39 | — | $39 | 0.08% |
| INGER M PENNINGTON3 | 1108 BROOKE AVENUE CINCINNATI, OH 45230 | CONTINENTAL AMERICAN INSURANCE COMPANY | $30 | — | $30 | 0.06% |
| LANG FINANCIAL GROUP, INC.3 | 4225 MALSBARY ROAD SUITE 100 CINCINNATI, OH 45242 | COMMUNITY INSURANCE COMPANY | $2K | — | $2K | 5.00% |
| KRISTY J FISHBACK3 Filed as: KRISTY FISHBACK | PO BOX 405 BATAVIA, OH 45103 | AFLAC | $2K | $281 | $2K | 7.76% |
| LANG FINANCIAL GROUP, INC.3 | 4225 MALSBARY ROAD SUITE 100 CINCINNATI, OH 45242 | AFLAC | $1K | — | $1K | 3.81% |
| GENESIS COFFEY3 | 11260 CHESTER ROAD SUITE 100 CINCINNATI, OH 45246 | AFLAC | $643 | $56 | $699 | 2.59% |
| THOMAS FISHBACK3 | PO BOX 405 BATAVIA, OH 45103 | AFLAC | $484 | — | $484 | 1.79% |
| BRIAN J DAY3 | 8744 UNION CENTRE BOULEVARD WEST CHESTER, OH 45069 | AFLAC | $311 | $56 | $367 | 1.36% |
| JAMES J GRETHEL3 | 865 CEDAR DRIVE LOVELAND, OH 45140 | AFLAC | $282 | $56 | $338 | 1.25% |
| MICHAEL AISSEN3 | 920 HOLCOMB BRIDGE ROAD SUITE 200 ROSWELL, GA 30076 | AFLAC | $218 | — | $218 | 0.81% |
| MICHAEL T JOHNSON3 | 6821 WELLINGTON PLACE CASTLE PINES, CO 80108 | AFLAC | $204 | — | $204 | 0.76% |
| MARK EDWARD CASE4 | 6821 WELLINGTON PLACE CASTLE PINES, CO 80108 | AFLAC | $176 | — | $176 | 0.65% |
| CHRIS BIALKA3 | 11260 CHESTER ROAD SUITE 100 CINCINNATI, OH 45246 | AFLAC | $96 | — | $96 | 0.36% |
| KATHRYN HOFFMAN3 Filed as: KATHRYN E HOFFMAN | 755 DORGENE LANE CINCINNATI, OH 45244 | AFLAC | $90 | — | $90 | 0.33% |
| JEFFREY D HARNED3 Filed as: JEFFREY XAVER | 3982 ARLINGTON DRIVE WILLIAMSBURG, MI 49690 | AFLAC | $24 | — | $24 | 0.09% |
| SCOTT A SMITH3 Filed as: SCOTT SMITH | 5300 OAKBROOK PARKWAY BLDG 300, SUITE 350 NORCROSS, GA 30093 | AFLAC | $20 | — | $20 | 0.07% |
| KRISTY J FISHBACK3 Filed as: KRISTY FISHBACK | PO BOX 405 BATAVIA, OH 45103 | AFLAC | $970 | $29 | $999 | 4.49% |
| LANG FINANCIAL GROUP, INC.3 | 4225 MALSBARY ROAD SUITE 100 CINCINNATI, OH 45242 | AFLAC | $585 | — | $585 | 2.63% |
| THOMAS FISHBACK3 | PO BOX 405 BATAVIA, OH 45103 | AFLAC | $340 | — | $340 | 1.53% |
| MICHAEL T JOHNSON3 | 132 DOGWOOD DRIVE HIGHLAND HEIGHTS, KY 41076 | AFLAC | $300 | — | $300 | 1.35% |
| GENESIS & ASSOCIATES LLC3 Filed as: GENESIS M COFFEY | 11260 CHESTER ROAD SUITE 100 CINCINNATI, OH 45246 | AFLAC | $289 | $6 | $295 | 1.32% |
| MICHAEL AISSEN3 | 920 HOLCOMB BRIDGE ROAD SUITE 200 ROSWELL, GA 30076 | AFLAC | $179 | — | $179 | 0.80% |
| BRIAN J DAY3 | 8744 UNION CENTRE BOULEVARD SUITE 500 WEST CHESTER, OH 45069 | AFLAC | $135 | $6 | $141 | 0.63% |
| CHRIS BIALKA3 | 11260 CHESTER ROAD SUITE 100 CINCINNATI, OH 45246 | AFLAC | $120 | $2 | $122 | 0.55% |
| KATHRYN HOFFMAN3 Filed as: KATHRYN E HOFFMAN | 755 DORGENE LANE CINCINNATI, OH 45244 | AFLAC | $111 | — | $111 | 0.50% |
| MARK EDWARD CASE4 | 6821 WELLINGTON PLACE CASTLE PINES, CO 80108 | AFLAC | $90 | — | $90 | 0.40% |
| JAMES J GRETHEL3 | 865 CEDAR DRIVE LOVELAND, OH 45140 | AFLAC | $41 | $4 | $45 | 0.20% |
| SCOTT A SMITH3 Filed as: SCOTT SMITH | 5300 OAKBROOK PARKWAY BLDG 300, SUITE 350 NORCROSS, GA 30093 | AFLAC | $44 | — | $44 | 0.20% |
| JEFFREY W XAVER3 | 3982 ARLINGTON DRIVE WILLIAMSBURG, MI 49690 | AFLAC | $34 | — | $34 | 0.15% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF KENTUCKY, LLC | PO BOX 73125 BELLEVUE, KY 41073 | AFLAC | $1 | — | $1 | 0.00% |
| CLEVELAND MCCALLISTER3 | 30 MACY STREET DAYTON, OH 45415 | AFLAC | $2K | — | $2K | 8.00% |
| LANG FINANCIAL GROUP, INC.3 | 4225 MALSBARY ROAD SUITE 100 CINCINNATI, OH 45242 | AFLAC | $604 | — | $604 | 2.87% |
| MICHAEL C WALKER3 Filed as: MICHAEL REBER | 8600 HIDDEN RIVER PARKWAY SUITE 75 TAMPA, FL 33637 | AFLAC | $313 | — | $313 | 1.48% |
| BRIAN J DAY3 | 8744 UNION CENTRE BOULEVARD WEST CHESTER, OH 45069 | AFLAC | $215 | — | $215 | 1.02% |
| KATHRYN A BRAMLAGE3 Filed as: KATHRYN BRAMLAGE | 9612 MANDEL DRIVE DAYTON, OH 45458 | AFLAC | $201 | — | $201 | 0.95% |
| LEE ROY YOUNG ENTERPRISES3 Filed as: LEE ROY YOUNG ENTERPRISES, INC. | 2717 MIAMISBURG CENTERVILLE ROAD DAYTON, OH 45459 | AFLAC | $182 | — | $182 | 0.86% |
| MATTHEW HAND3 | 10113 KINGSHYRE WAY TAMPA, FL 33647 | AFLAC | $152 | — | $152 | 0.72% |
| KEVIN MURPHY3 Filed as: KEVIN SVARDA ENTERPRISES, LLC | 2717 MIAMISBURG CENTERVILLE ROAD SUITE 215 DAYTON, OH 45459 | AFLAC | $124 | — | $124 | 0.59% |
| KRISTY J FISHBACK3 Filed as: KRISTY FISHBACK | PO BOX 405 BATAVIA, OH 45103 | AFLAC | $904 | $146 | $1K | 6.77% |
| LANG FINANCIAL GROUP, INC.3 | 4225 MALSBARY ROAD SUITE 100 CINCINNATI, OH 45242 | AFLAC | $428 | — | $428 | 2.76% |
| GENESIS COFFEY3 | 11260 CHESTER ROAD SUITE 100 CINCINNATI, OH 45246 | AFLAC | $293 | $29 | $322 | 2.08% |
| MICHAEL JOHNSON3 | 132 DOGWOOD DRIVE HIGHLAND HEIGHTS, KY 41076 | AFLAC | $152 | — | $152 | 0.98% |
| THOMAS FISHBACK3 | PO BOX 405 BATAVIA, OH 45103 | AFLAC | $147 | — | $147 | 0.95% |
| BRIAN DAY3 | 8744 UNION CENTRE BOULEVARD SUITE 500 WEST CHESTER, OH 45069 | AFLAC | $104 | $29 | $133 | 0.86% |
| JAMES J GRETHEL3 Filed as: JAMES GRETHEL | 865 CEDAR DRIVE LOVELAND, OH 45140 | AFLAC | $78 | $27 | $105 | 0.68% |
| CHRIS BIALKA3 | 11260 CHESTER ROAD SUITE 100 CINCINNATI, OH 45246 | AFLAC | $91 | $2 | $93 | 0.60% |
| MICHAEL AISSEN3 | 920 HOLCOMB BRIDGE ROAD SUITE 200 ROSWELL, GA 30076 | AFLAC | $76 | — | $76 | 0.49% |
| MARK EDWARD CASE3 Filed as: MARK CASE | 6821 WELLINGTON PLACE CASTLE PINES, CO 80108 | AFLAC | $69 | — | $69 | 0.45% |
| SCOTT A SMITH3 Filed as: SCOTT SMITH | 5300 OAKBROOK PARKWAY BLDG 300, SUITE 350 NORCROSS, GA 30093 | AFLAC | $46 | — | $46 | 0.30% |
| KATHRYN HOFFMAN3 | 755 DORGENE LANE CINCINNATI, OH 45244 | AFLAC | $33 | — | $33 | 0.21% |
| CARLA CARR3 Filed as: CARLA R CARR | PO BOX 176603 FORT MITCHELL, KY 41017 | AFLAC | $31 | — | $31 | 0.20% |
| BRIAN J DAY3 | 8744 UNION CENTRE BOULEVARD WEST CHESTER, OH 45069 | AFLAC | $27 | — | $27 | 0.17% |
| RUTH WOLFANGEL3 | 8034 WITTS MILL LANE CINCINNATI, OH 45255 | AFLAC | $22 | — | $22 | 0.14% |
| JEFFREY D HARNED3 Filed as: JEFFREY XAVER | 3982 ARLINGTON DRIVE WILLIAMSBURG, MI 49690 | AFLAC | $10 | — | $10 | 0.06% |
| CAROL MULLEN3 | 1708 MOUNT VERNON DRIVE COVINGTON, KY 41011 | AFLAC | $9 | — | $9 | 0.06% |
| MICHAEL C WALKER3 Filed as: MICHAEL QUINN | 8580 MAJORCA LANE NAPLES, FL 34114 | AFLAC | $5 | — | $5 | 0.03% |
| CLEVELAND S MCCALLISTER3 Filed as: CLEVELAND S MCCALISTER | 30 MACY STREET DAYTON, OH 45415 | CONTINENTAL AMERICAN INSURANCE COMPANY | $118 | — | $118 | 2.95% |
| LANG FINANCIAL GROUP, INC.3 | 4225 MALSBARY ROAD SUITE 100 CINCINNATI, OH 45242 | CONTINENTAL AMERICAN INSURANCE COMPANY | $94 | — | $94 | 2.35% |
| KATHRYN A BRAMLAGE3 | 3139 WESTVIEW DRIVE BEAVERCREEK, OH 45434 | CONTINENTAL AMERICAN INSURANCE COMPANY | $69 | — | $69 | 1.73% |
| MICHAEL R REBER3 | 8600 HIDDEN RIVER PARKWAY SUITE 75 TAMPA, FL 33637 | CONTINENTAL AMERICAN INSURANCE COMPANY | $49 | — | $49 | 1.23% |
| KRISTY J FISHBACK3 | PO BOX 405 BATAVIA, OH 45103 | CONTINENTAL AMERICAN INSURANCE COMPANY | $32 | — | $32 | 0.80% |
| BRIAN J DAY3 | 8744 UNION CENTRE BOULEVARD WEST CHESTER, OH 45069 | CONTINENTAL AMERICAN INSURANCE COMPANY | $26 | — | $26 | 0.65% |
| LEE ROY YOUNG ENTERPRISES3 | 816 POWELL AVENUE MIAMISBURG, OH 45342 | CONTINENTAL AMERICAN INSURANCE COMPANY | $7 | — | $7 | 0.18% |
| KEVIN MURPHY3 Filed as: KEVIN SVARDA ENTERPRISES, LLC | 7364 WATERWAY DRIVE WAYNESVILLE, OH 45068 | CONTINENTAL AMERICAN INSURANCE COMPANY | $6 | — | $6 | 0.15% |
| BRIAN J DAY3 | 8744 UNION CENTRE BOULEVARD WEST CHESTER, OH 45069 | CONTINENTAL AMERICAN INSURANCE COMPANY | $4 | — | $4 | 0.10% |
| IAN B BRANYON3 | 8744 UNION CENTRE BOULEVARD WEST CHESTER, OH 45069 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3 | — | $3 | 0.07% |
| INGER M PENNINGTON3 | 1108 BROOKE AVENUE CINCINNATI, OH 45230 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1 | — | $1 | 0.03% |
| SHAWN M MCDERMOTT3 | 9543 CONKLIN AVENUE CINCINNATI, OH 45242 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1 | — | $1 | 0.03% |
| LANG FINANCIAL GROUP, INC.3 | 4225 MALSBARY ROAD SUITE 100 CINCINNATI, OH 45242 | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | $361 | — | $361 | 9.99% |
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 | 0 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 0 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | COMMUNITY INSURANCE COMPANY | 360 | $741K |
| Dental | COMMUNITY INSURANCE COMPANY | 179 | $37K |
| Vision | COMMUNITY INSURANCE COMPANY | 360 | $741K |
| Life insurance | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | 234 | $4K |
| Other(7 contracts, 3 carriers) | CONTINENTAL AMERICAN INSURANCE COMPANY | 322 | $143K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 360 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.
Final-filing indicator set. Plan is winding down; don't waste sales effort here.