| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| JANET LYNN HORSTMAN3 Filed as: JANET L. HORSTMAN | 285 GLENWORTH COURT POWELL, OH 430659118 | UNITEDHEALTHCARE INSURANCE COMPANY | — | $36K | $36K | 3.68% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS NL LLC | 2305 RIVER ROAD LOUISVILLE, KY 40206 | COMMUNITY INSURANCE COMPANY | $19K | $462 | $19K | 3.20% |
| SHAWAN MARQUIS AGENCY INC3 Filed as: SHAWAN MARQUIS AGENCY INC. | 110 EAST WILSON BRIDGE ROAD SUITE 260 COLUMBUS, OH 43085 | COMMUNITY INSURANCE COMPANY | $3K | — | $3K | 0.56% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF PA INC. | 601 WALNUT STREET SUITE 805 PHILADELPHIA, PA 19106 | AETNA LIFE INSURANCE COMPANY AND AFFILIATES | $31K | — | $31K | 5.86% |
| ANDERSON BENEFIT SOLUTIONS3 Filed as: ANDERSON & KIME EMPLOYEE BENEFITS | 212 MAIN STREET RIDGWAY, PA 15853 | UPMC HEALTH OPTIONS | $3K | — | $3K | 3.77% |
| ASSUREDPARTNERS3 | 2443 SIR BARTON WAY SUITE 400 LEXINGTON, KY 40509 | AMERICAN UNITED LIFE INSURANCE COMPANY | $5K | $3K | $8K | 22.35% |
| MARK T. HORSTMAN3 Filed as: MARK HORSTMAN | 285 GLENWORTH COURT POWELL, OH 43065 | UNION SECURITY INSURANCE COMPANY | $2K | — | $2K | 6.71% |
| ASSUREDPARTNERS3 Filed as: ASSURED NL INSURANCE AGENCY | 2305 RIVER ROAD LOUISVILLE, KY 40206 | DENTAL CARE PLUS, INC. | $2K | — | $2K | 6.77% |
| MARK T. HORSTMAN3 | 285 GLENWORTH COURT POWELL, OH 430659118 | HUMANA INSURANCE COMPANY | $1K | — | $1K | 5.72% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN AND BROWN OF PA INC. | THE CURTIS CENTER 601 WALNUT STREET SUITE 805 PHILADELPHIA, PA 19106 | STANDARD INSURANCE COMPANY | $1K | — | $1K | 5.80% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN AND BROWN OF NY INC. | 33 EARLE OVINGTON BOULEVARD SUITE 215 UNIONDALE, NY 11553 | STANDARD INSURANCE COMPANY | — | $88 | $88 | 0.47% |
| JANET LYNN HORSTMAN3 Filed as: JANET L. HORSTMAN | 285 GLENWORTH COURT POWELL, OH 43065 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $2K | — | $2K | 11.56% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF PA INC. | 601 WALNUT STREET SUITE 275W PHILADELPHIA, PA 19103 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $2K | — | $2K | 12.75% |
| ALPHA BENEFITS GROUP INC3 Filed as: ALPHA BENEFITS GROUP INC. | 2 MARKET PLAZA WAY SUITE 2 MECHANICSBURG, PA 17055 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | — | $845 | $845 | 6.64% |
| INDEPENDENCE PLANNING GROUP3 Filed as: INDEPENDENCE PLANNING GROUP, LLC | 1767 SENTRY PARKWAY WEST BLUE BELL, PA 19422 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $8 | — | $8 | 0.06% |
| GA SOLUTIONS LLC3 Filed as: EB SOLUTIONS LLC | 4088 MAIN STREET HILLIARD, OH 43026 | HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY | $2K | — | $2K | 15.00% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF PA, LP | THE CURTIS CENTER 170 S INDPENDENCE MALL W APT 805 PHILADELPHIA, PA 191063393 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $804 | $393 | $1K | 14.89% |
| ASSUREDPARTNERS3 Filed as: ASSURED NL INSURANCE AGENCY | 4000 SMITH ROAD SUITE 400 CINCINNATI, OH 45209 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $639 | — | $639 | 10.00% |
| INSURANCE ASSOCIATES PLUS, INC.3 | 6903 HUMMINGBIRD DRIVE MASON, OH 45040 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $315 | — | $315 | 4.93% |
| ANDERSON BENEFIT SOLUTIONS3 Filed as: ANDERSON & KIME EMPLOYEE BENEFITS | 212 MAIN STREET RIDGWAY, PA 15853 | UPMC HEALTH OPTIONS | $234 | — | $234 | 4.97% |
| ANDERSON BENEFIT SOLUTIONS3 Filed as: ANDERSON & KIME EMPLOYEE BENEFITS | 212 MAIN STREET RIDGWAY, PA 15853 | UPMC HEALTH BENEFITS | $39 | — | $39 | 4.28% |
| ANDERSON BENEFIT SOLUTIONS3 Filed as: ANDERSON & KIME EMPLOYEE BENEFITS | 212 MAIN STREET RIDGWAY, PA 15853 | UPMC HEALTH BENFITS | $5 | — | $5 | 6.58% |
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 | 368 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 369 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(5 contracts, 4 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 140 | $2.2M |
| Dental(4 contracts, 4 carriers) | UNION SECURITY INSURANCE COMPANY | 92 | $94K |
| Vision(3 contracts, 3 carriers) | FIDELITY SECURITY LIFE INSURANCE COMPANY | 111 | $7K |
| Life insurance(5 contracts, 5 carriers) | AMERICAN UNITED LIFE INSURANCE COMPANY | 154 | $86K |
| Short-term disability(2 contracts, 2 carriers) | AMERICAN UNITED LIFE INSURANCE COMPANY | 154 | $49K |
| Long-term disability(2 contracts, 2 carriers) | AMERICAN UNITED LIFE INSURANCE COMPANY | 154 | $49K |
| Prescription drug(3 contracts, 2 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 96 | $1.1M |
| Other(5 contracts, 5 carriers) | AMERICAN UNITED LIFE INSURANCE COMPANY | 154 | $86K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 154 | — |
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."
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.