| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MICHAEL CONNELLAN3 | 3802 TREEDWAY TRAIL HAMILTON, OH 45011 | MEDICAL MUTUAL | $37K | — | $37K | 3.40% |
| CORNERSTONE BROKER INS SERVICES3 | 2101 FLORENCE AVE. CINCINNATI, OH 45206 | MEDICAL MUTUAL | $5K | $6 | $5K | 0.46% |
| MICHAEL CONNELLAN3 Filed as: MICHAEL CONNELLAN JR. | 3802 TREADWAY TRL HAMILTON, OH 45011 | AETNA LIFE INSURANCE COMPANY | $8K | $14K | $21K | 2.67% |
| MICHAEL CONNELLAN3 | 3802 TREADWAY TRAIL HAMILTON, OH 45011 | BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC. | $12K | — | $12K | 3.81% |
| CORNERSTONE BROKER INS SERVICES3 Filed as: CORNERSTONE BROKER INS. AGY., INC. | MICHAEL CONNELLAN 3802 TREADWAY TRL. HAMILTON, OH 45011 | DELTA DENTAL OF OHIO | $7K | — | $7K | 7.99% |
| MICHAEL CONNELLAN3 | 3802 TREADWAY TRAIL HAMILTON, OH 45011 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $16K | — | $16K | 20.00% |
| CORNERSTONE BROKER INS SERVICES3 Filed as: CORNERSTONE BROKER INSURANCE SERVIC | 2101 FLORENCE AVE CINCINNATI, OH 45206 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $4K | — | $4K | 5.00% |
| MICHAEL CONNELLAN3 | 3802 TREADWAY TRAIL HAMILTON, OH 45011 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $3K | — | $3K | 12.76% |
| CORNERSTONE BROKER INS SERVICES3 Filed as: CORNERSTONE BROKER INSURANCE SERV | 2101 FLORENCE AVE CINCINNATI, OH 45206 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $1K | — | $1K | 5.00% |
| MICHAEL CONNELLAN3 | 3802 TREADWAY TRAIL HAMILTON, OH 45011 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $5K | — | $5K | 20.00% |
| CORNERSTONE BROKER INS SERVICES3 Filed as: CORNERSTONE BROKER INSURANCE SERVIC | 2101 FLORENCE AVE. CINCINNATI, OH 45206 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $1K | — | $1K | 5.00% |
| MICHAEL CONNELLAN3 | 3802 TREADWAY TRAIL HAMILTON, OH 45011 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $3K | — | $3K | 15.00% |
| CORNERSTONE BROKER INS SERVICES3 Filed as: CORNERSTONE BROKER INSURANCE SERVIC | 2101 FLORENCE AVE. CINCINNATI, OH 45206 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $898 | — | $898 | 5.00% |
| MICHAEL CONNELLAN3 | 3802 TREADWAY TRL. HAMILTON, OH 450111127 | VISION SERVICE PLAN | $863 | — | $863 | 6.59% |
| MICHAEL CONNELLAN3 Filed as: MICHAEL CONNELLAN JR. | 3802 TREADWAY TRL. HAMILTON, OH 450111127 | UNITEDHEALTHCARE INSURANCE COMPANY | $598 | — | $598 | 9.00% |
| CORNERSTONE BROKER INS SERVICES3 Filed as: CORNERSTONE BROKER INS SERVICES AGC | 2101 FLORENCE AVE. CINCINNATI, OH 452062426 | UNITEDHEALTHCARE INSURANCE COMPANY | $299 | $82 | $381 | 5.73% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| MICHAEL CONNELLAN JR. NONE | Insurance agents and brokers Service code 22 | 3802 TREADWAY TRL. HAMILTON, OH 45011 | $24K |
| CBISA REACQUISTION CORP. NONE | Other services Service code 49 | 2101 FLORENCE AVENUE CINCINNATI, OH 45206 | $4K |
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 | 203 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 204 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 4 carriers) | MEDICAL MUTUAL | 406 | $2.2M |
| Dental(2 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 406 | $895K |
| Vision(2 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 406 | $818K |
| Life insurance(3 contracts) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 175 | $122K |
| Short-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 51 | $25K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 91 | $26K |
| Prescription drug | MEDICAL MUTUAL | 155 | $1.1M |
| Other(2 contracts) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 175 | $97K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 406 | — |
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.