| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HB CONSULTING ASSOC LLC3 | 6563 WILSON MILLS ROAD SUITE 108 MAYFIELD VILLAGE, OH 44143 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $7K | $7K | 1.56% |
| HB CONSULTING ASSOC LLC3 | 6563 WILSON MILLS ROAD SUITE 108 MAYFIELD VILLAGE, OH 44143 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $13K | $536 | $14K | 7.54% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC. | 4100 NEWPORT PLACE DRIVE SUITE 650 NEWPORT BEACH, CA 92660 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $2K | $4K | $6K | 3.02% |
| BENEFIT ADVISORS SERVICES GROUP LLC3 | 1125 SANCTUARY PARKWAY SUITE 300 ALPHARETTA, GA 30009 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $291 | — | $291 | 0.16% |
| HB CONSULTING ASSOC LLC3 | 6563 WILSON MILLS ROAD SUITE 108 MAYFIELD VILLAGE, OH 44143 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $0 | $362 | $362 | 0.34% |
| SMITH, THOMAS, CHRISTOPHER3 | P.O. BOX 6550 METAIRIE, TN 70009 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $6K | $597 | $7K | 12.14% |
| TABIT ARGANBRIGHT & HAZELBAKER INC.3 Filed as: TABIT ARGANBRIGHT & HAZELBAKER INC | 5007 PINE CREEK DRIVE WESTERVILLE, OR 43081 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $980 | — | $980 | 1.74% |
| THOMAS J SCURFIELD3 | 6563 WILSON MILLS ROAD SUITE 108 MAYFIELD VILLAGE, OH 44143 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $913 | — | $913 | 1.62% |
| SMITH, THOMAS, CHRISTOPHER3 | P.O. BOX 6650 MATAIRIE, LA 70009 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $4K | $127 | $4K | 12.37% |
| THOMAS J SCURFIELD3 | 6563 WILSON MILLS ROAD SUITE 108 MAYFIELD VILLAGE, OH 44143 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $272 | — | $272 | 0.83% |
| TABIT ARGANBRIGHT & HAZELBAKER INC.3 Filed as: TABIT ARGANBRIGHT & HAZELBAKER INC | 5007 PINE CREEK DRIVE WESTERVILLE, OH 43081 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $228 | — | $228 | 0.70% |
| HB CONSULTING ASSOC LLC3 | 6563 WILSON MILLS ROAD SUITE 108 MAYFIELD VILLAGE, OH 44143 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $3K | $50 | $3K | 9.45% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES NATIONAL INC | 580 NORTH 4TH STREET, SUITE 400 COLUMBUS, OH 432152153 | NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA | — | — | $0 | — |
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 | 2,053 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 71 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,124 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | VISION SERVICE PLAN | 1,692 | $309K |
| Life insurance | RELIANCE STANDARD LIFE INSURANCE COMPANY | 1,953 | $450K |
| Short-term disability | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | 314 | $56K |
| Long-term disability(2 contracts) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 2,164 | $290K |
| Other(4 contracts, 3 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 1,953 | $511K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,164 | — |
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.