| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HORAN ASSOCIATES INC.3 Filed as: HORAN ASSOCIATES INC | 4990 E GALBRAITH RD STE 102 CINCINNATI, OH 45236 | MEDICAL MUTUAL | $25K | $3K | $28K | 2.91% |
| CORNERSTONE BROKER INS SERVICES3 Filed as: CORNERSTONE BROKER INS SERVICES AGE | 2101 FLOREND AVENUE CINCINNATI, OH 45206 | MEDICAL MUTUAL | — | $3 | $3 | 0.00% |
| HORAN ASSOCIATES INC.3 Filed as: HORAN ASSOCIATES INC | 4990 E GALBRAITH RD STE 102 CINCINNATI, OH 45236 | DENTAL CARE PLUS, INC. | $4K | — | $4K | 5.46% |
| HORAN ASSOCIATES INC.3 Filed as: HORAN ASSOCIATES, INC. | 4990 E GALBRAITH RD STE 102 CINCINNATI, OH 45236 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2K | — | $2K | 6.60% |
| HORAN ASSOCIATES INC.3 Filed as: HORAN ASSOCIATES, INC. | 4990 E GALBRAITH RD STE 102 CINCINNATI, OH 45236 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $4K | $2K | $5K | 15.15% |
| HORAN ASSOCIATES INC.3 Filed as: HORAN ASSOCIATES, INC. | 4990 E GALBRAITH RD STE 102 CINCINNATI, OH 45236 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $3K | — | $3K | 12.68% |
| HORAN ASSOCIATES INC.3 Filed as: HORAN ASSOCIATES, INC. | 4990 E. GALBRAITH RD, STE 102 CINCINNATI, OH 45236 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $6K | — | $6K | 39.52% |
| JENNIFER MCCORT3 | 6500 EMERALD PARKWAY, STE 300 DUBLIN, OH 43016 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $2K | — | $2K | 9.53% |
| JEFFREY BRIAN MCCORT3 Filed as: JEFFREY MCCORT | 6500 EMERALD PARKWAY, STE 300 DUBLIN, OH 43016 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $80 | — | $80 | 0.51% |
| HORAN ASSOCIATES INC.3 Filed as: HORAN ASSOCIATES, INC. | 4990 E GALBRAITH RD STE 102 CINCINNATI, OH 45236 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $1K | — | $1K | 10.66% |
| HORAN ASSOCIATES INC.3 Filed as: HORAN ASSOCIATES, INC. | 4990 E GALBRAITH RD STE 102 CINCINNATI, OH 45236 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $448 | — | $448 | 10.00% |
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 | 179 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 179 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | MEDICAL MUTUAL | 126 | $974K |
| Dental | DENTAL CARE PLUS, INC. | 143 | $79K |
| Vision | FIDELITY SECURITY LIFE INSURANCE COMPANY | 59 | $14K |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 179 | $35K |
| Short-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 98 | $38K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 100 | $21K |
| Prescription drug | MEDICAL MUTUAL | 126 | $974K |
| Other(2 contracts, 2 carriers) | AMERICAN HERITAGE LIFE INSURANCE COMPANY | 179 | $20K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 179 | — |
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.