| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| REB CONSULTING, INC.3 Filed as: REB CONSULTING INC. | 300 WEST WILSON BRIDGE ROAD SUITE 300 WORTHINGTON, OH 43085 | COMMUNITY INSURANCE COMPANY | $17K | $0 | $17K | 5.92% |
| BROKERNET INC3 Filed as: BROKERNET INC. | 110 NORTHWOODS BLVD. SUITE C COLUMBU, OH 43235 | COMMUNITY INSURANCE COMPANY | $6K | $1K | $7K | 2.42% |
| SHAWAN MARQUIS AGENCY INC3 Filed as: SHAWAN MARQUIS AGENCY INC. | 110 EAST WILSON BRIDGE ROAD SUITE 260 COLUMBUS, OH 43085 | COMMUNITY INSURANCE COMPANY | $3K | $0 | $3K | 0.92% |
| SHAWAN MARQUIS AGENCY INC3 Filed as: SHAWAN MARQUIS AGENCY, INC. | 425 METRO PLACE N. SUITE 140 DUBLIN, OH 43017 | COMMUNITY INSURANCE COMPANY | $521 | $0 | $521 | 0.18% |
| LISA R CANFIELD3 | 321 STRAW COURT PATASKALA, OH 43062 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11K | $7K | $18K | 23.40% |
| HOWARD MESZAROS3 | 8680 COLVIN DRIVE PLAIN CITY, OH 43064 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $432 | $2K | 2.64% |
| MARK CHRISTOPHER MOTZ3 | 85 EPERNARY AVENUE PATASKALA, OH 43062 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $983 | $186 | $1K | 1.52% |
| JENNIFER LOEFFLER3 | 4455 MASON ROAD CANAL WINCHESTER, OH 43110 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $221 | $429 | $650 | 0.85% |
| PETER HOBSTETTER3 | 2639 WILDWOOD ROAD COLUMBUS, OH 43231 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $413 | $0 | $413 | 0.54% |
| RACHELL THOMAS3 | 8584 ROBBINS LOOP DRIVE REYNOLDSBURG, OH 43068 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $294 | $0 | $294 | 0.38% |
| CORBIN BALL3 | 5760 NORTH ROAD LEWIS CENTER, OH 43035 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $277 | $0 | $277 | 0.36% |
| JONATHAN GREEN3 | 360 W. CHOCTAW DRIVE LONDON, OH 43140 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $267 | $0 | $267 | 0.35% |
| JOHN DAVIS BOYD3 | 11237 STATE ROUTE 38 SE LONDON, OH 43140 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $63 | $0 | $63 | 0.08% |
| INTEGRATED EMPLOYEE BENEFIT SOLUTIO3 | 5880 VENTURE DRIVE DUBLIN, OH 43017 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $61 | $0 | $61 | 0.08% |
| JIANNA LAMP3 | 5503 WARNER VIEW LANE WESTERVILLE, OH 43081 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $33 | $0 | $33 | 0.04% |
| GREG SHARPES3 | 9039 BARLEY LOFT DRIVE COLUMBUS, OH 43240 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15 | $0 | $15 | 0.02% |
| REB CONSULTING, INC.3 Filed as: REB CONSULTING INC. | 300 WEST WILSON BRIDGE ROAD SUITE 300 WORTHINGTON, OH 43085 | COMMUNITY INSURANCE COMPANY | $1K | $0 | $1K | 5.00% |
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 | 152 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 152 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | COMMUNITY INSURANCE COMPANY | 103 | $356K |
| Dental | COMMUNITY INSURANCE COMPANY | 56 | $29K |
| Vision(2 contracts) | COMMUNITY INSURANCE COMPANY | 103 | $356K |
| Life insurance(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 143 | $81K |
| Short-term disability | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 99 | $77K |
| Other | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 99 | $77K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 143 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.