| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MILESTONE BENEFITS AGENCY INC3 | 521 VILLAGE PARK DRIVE POWELL, OH 43065 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $6K | $29K | $35K | 7.77% |
| NATIONAL BENEFIT CENTER3 | 3700 PARK EAST DRIVE STE 350 BEACHWOOD, OH 44122 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $14K | $14K | 3.20% |
| UNITED OF OMAHA LIFE INSURANCE CO5 | MUTUAL OF OMAHA PLAZA OMAHA, NE 68175 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $1K | $1K | 0.30% |
| MILESTONE BENEFITS AGENCY INC3 Filed as: MILESTONE BENEFITS AGENCY, INC. | 521 VILLAGE PARK DR POWELL, OH 43065 | DELTA DENTAL OF OHIO | $0 | $0 | $0 | 0.00% |
| MILESTONE BENEFITS AGENCY INC3 | 521 VILLAGE PARK DRIVE POWELL, OH 43065 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $37K | $14K | $51K | 20.90% |
| NATIONAL BENEFIT CENTER3 | 3700 PARK EAST DRIVE BEACHWOOD, OH 44122 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $7K | $7K | 2.95% |
| MILESTONE BENEFITS AGENCY INC3 | P.O BOX 2038 POWELL, OH 43065 | CONTINENTAL AMERICAN INSURANCE COMPANY | $9K | $0 | $9K | 8.14% |
| AMBER D STEIN3 Filed as: AMBER DIANE STEIN | 2740 AIRPORT DR COLUMBUS, OH 43219 | CONTINENTAL AMERICAN INSURANCE COMPANY | $6K | $0 | $6K | 5.31% |
| ANDREW J LOEWEN3 Filed as: ANDREW JAMES MITCHELL LOEWEN | 321 W HOBART AVE FINDLAY, OH 45840 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | $0 | $1K | 1.12% |
| ADRIENNE ALICE MENCHACA HOLBROOK3 | 413 LILYFIELD LN GALLOWAY, OH 43119 | CONTINENTAL AMERICAN INSURANCE COMPANY | $544 | $0 | $544 | 0.51% |
| MARCUS WAYNE MCREE3 | 5758 ALFIE PL COLUMBUS, OH 43213 | CONTINENTAL AMERICAN INSURANCE COMPANY | $532 | $0 | $532 | 0.50% |
| SHAWN M THEIS3 Filed as: SHAWN MICHAEL THEIS | 3309 WESTERVILLE WOODS DR COLUMBUS, OH 43231 | CONTINENTAL AMERICAN INSURANCE COMPANY | $513 | $0 | $513 | 0.48% |
| ASSURED NEACE LUKENS INS. AGENCY3 Filed as: CHRISTOPHER ALLEN NEECE | 450 W WILSON BRIDGE RD WORTHINGTON, OH 43085 | CONTINENTAL AMERICAN INSURANCE COMPANY | $501 | $0 | $501 | 0.47% |
| ADRIENNE ALICE MENCHACA HOLBROOK3 | 413 LILYFIELD LN GALLOWAY, OH 43119 | CONTINENTAL AMERICAN INSURANCE COMPANY | $359 | $0 | $359 | 0.34% |
| AMBER D STEIN3 Filed as: AMBER DIANE STEIN | 2740 AIRPORT DR COLUMBUS, OH 43219 | CONTINENTAL AMERICAN INSURANCE COMPANY | $357 | $0 | $357 | 0.33% |
| JOHN D SUSIE3 | 8682 HAWICK CT N DUBLIN, OH 43017 | CONTINENTAL AMERICAN INSURANCE COMPANY | $290 | $0 | $290 | 0.27% |
| JAMES A BURRESS3 | 445 HUTCHINSON AVE SUITE 820 COLUMBUS, OH 43235 | CONTINENTAL AMERICAN INSURANCE COMPANY | $215 | $0 | $215 | 0.20% |
| ADRIENNE ALICE MENCHACA HOLBROOK3 | 413 LILYFIELD LN GALLOWAY, OH 43119 | CONTINENTAL AMERICAN INSURANCE COMPANY | $142 | $0 | $142 | 0.13% |
| HARE AND ASSOCIATES LLC3 Filed as: HARE AND ASSOC LLC | 470 OLDE WORTHINGTO N RD WORTHINGTON, OH 43082 | CONTINENTAL AMERICAN INSURANCE COMPANY | $130 | $0 | $130 | 0.12% |
| THERESA LYNN MANY3 | 586 SLATE HILL DR COLUMBUS, OH 43085 | CONTINENTAL AMERICAN INSURANCE COMPANY | $106 | $0 | $106 | 0.10% |
| CAMERON DAVID CARRILLO3 | 5801 WESTCHESTE R CT WORTHINGTON, OH 43085 | CONTINENTAL AMERICAN INSURANCE COMPANY | $95 | $0 | $95 | 0.09% |
| JEREMY D NELSON3 | 474 CHERRY RD GAHANNA, OH 43230 | CONTINENTAL AMERICAN INSURANCE COMPANY | $78 | $0 | $78 | 0.07% |
| TERRI J BUTLER3 Filed as: TERRI JUNE BUTLER | 1052 BEDDINGFIEL D PLACE WESTERVILLE, OH 43081 | CONTINENTAL AMERICAN INSURANCE COMPANY | $77 | $0 | $77 | 0.07% |
| BARBARA MOOK3 Filed as: BARBARA ANN MOOK | 2407 SUNLADEN DRIVE GROVE CITY, OH 43123 | CONTINENTAL AMERICAN INSURANCE COMPANY | $66 | $0 | $66 | 0.06% |
| ARVILLA CAUDY3 Filed as: ARVILLA MARY CAUDY | 544 S CHAMPION AVE COLUMBUS, OH 43205 | CONTINENTAL AMERICAN INSURANCE COMPANY | $54 | $0 | $54 | 0.05% |
| RONALD JAMES STEIN3 | 8800 LYRA DR COLUMBUS, OH 43240 | CONTINENTAL AMERICAN INSURANCE COMPANY | $53 | $0 | $53 | 0.05% |
| KIMBERLY NIETO3 Filed as: KIMBERLY K NIETO | 5419 CLUB DRIVE WESTERVILLE, OH 43082 | CONTINENTAL AMERICAN INSURANCE COMPANY | $43 | $0 | $43 | 0.04% |
| ANGELA D BUXTON3 Filed as: ANGELA BUXTON | 12230 TRENTON ROAD GALENA, OH 43021 | CONTINENTAL AMERICAN INSURANCE COMPANY | $36 | $0 | $36 | 0.03% |
| STEVE NIETO3 Filed as: STEVE J NIETO | 5419 CLUB DRIVE WESTERVILLE, OH 43082 | CONTINENTAL AMERICAN INSURANCE COMPANY | $34 | $0 | $34 | 0.03% |
| JACK A SHADE3 | 470 OLDE WORTHINGTON RD STE 250 WESTERVILLE, OH 43082 | CONTINENTAL AMERICAN INSURANCE COMPANY | $29 | $0 | $29 | 0.03% |
| MARKUS MUELLER3 Filed as: MARKUS H J MUELLER | 633 NE MUSKRAT RUN PORT ST LUCIE, FL 34983 | CONTINENTAL AMERICAN INSURANCE COMPANY | $20 | $0 | $20 | 0.02% |
| CARL J HOWINGTON3 Filed as: CARL HOWINGTON | 5389 HARVESTWO OD LANE GAHANNA, OH 43230 | CONTINENTAL AMERICAN INSURANCE COMPANY | $16 | $0 | $16 | 0.01% |
| JOHNNY HENSLEY JR3 Filed as: JOHNNY HENSLEY | 9465 RIVIERA DRIVE UNION, KY 41091 | CONTINENTAL AMERICAN INSURANCE COMPANY | $13 | $0 | $13 | 0.01% |
| PAULA C. FRIZZELL3 Filed as: PAULA CUMMINS FRIZZELL | 945 STAR SHOOT PKWY LEXINGTON, KY 40509 | CONTINENTAL AMERICAN INSURANCE COMPANY | $9 | $0 | $9 | 0.01% |
| JOHN D SUSIE3 | 8682 HAWICK CT N DUBLIN, OH 43017 | CONTINENTAL AMERICAN INSURANCE COMPANY | $8 | $0 | $8 | 0.01% |
| OPPORTUNITY INC3 | 9404 WOODCHIP LANE BROADVIEW HTS, OH 44147 | CONTINENTAL AMERICAN INSURANCE COMPANY | $7 | $0 | $7 | 0.01% |
| HARE AND ASSOCIATES LLC3 Filed as: HARE AND ASSOC LLC | 7814 CRAINDOW CT DUBLIN, OH 43017 | CONTINENTAL AMERICAN INSURANCE COMPANY | $5 | $0 | $5 | 0.00% |
| MILESTONE BENEFITS AGENCY INC3 | P.O BOX 2038 POWELL, OH 43065 | CONTINENTAL AMERICAN INSURANCE COMPANY | $9K | $0 | $9K | 10.97% |
| AMBER D STEIN3 Filed as: AMBER DIANE STEIN | 2740 AIRPORT DR COLUMBUS, OH 43219 | CONTINENTAL AMERICAN INSURANCE COMPANY | $6K | $0 | $6K | 7.11% |
| ANDREW J LOEWEN3 Filed as: ANDREW JAMES MITCHELL LOEWEN | 321 W HOBART AVE FINDLAY, OH 45840 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | $0 | $1K | 1.48% |
| ADRIENNE ALICE MENCHACA HOLBROOK3 | 413 LILYFIELD LN GALLOWAY, OH 43119 | CONTINENTAL AMERICAN INSURANCE COMPANY | $822 | $0 | $822 | 1.04% |
| ASSURED NEACE LUKENS INS. AGENCY3 Filed as: CHRISTOPHER ALLEN NEECE | 11460 WOODBRIDGE LN NW BALTIMORE, MD 43105 | CONTINENTAL AMERICAN INSURANCE COMPANY | $466 | $0 | $466 | 0.59% |
| MARCUS WAYNE MCREE3 | 5758 ALFIE PLACE COLUMBUS, OH 43213 | CONTINENTAL AMERICAN INSURANCE COMPANY | $251 | $0 | $251 | 0.32% |
| AMBER D STEIN3 Filed as: AMBER DIANE STEIN | 2740 AIRPORT DR COLUMBUS, OH 43219 | CONTINENTAL AMERICAN INSURANCE COMPANY | $233 | $0 | $233 | 0.30% |
| MICHAEL JAMESON MCNAUGHTON3 | 337 JOEFFIE ROAD GRANT, AL 35747 | CONTINENTAL AMERICAN INSURANCE COMPANY | $129 | $0 | $129 | 0.16% |
| ADRIENNE ALICE MENCHACA HOLBROOK3 | 413 LILYFIELD LN GALLOWAY, OH 43119 | CONTINENTAL AMERICAN INSURANCE COMPANY | $122 | $0 | $122 | 0.15% |
| MICHAEL JAMESON MCNAUGHTON3 | 337 JOEFFIE ROAD GRANT, AL 35747 | CONTINENTAL AMERICAN INSURANCE COMPANY | $45 | $0 | $45 | 0.06% |
| CAMERON DAVID CARRILLO3 | 5801 WESTCHESTE R CT WORTHINGTON, OH 43085 | CONTINENTAL AMERICAN INSURANCE COMPANY | $32 | $0 | $32 | 0.04% |
| BARBARA ANN MCNAUGHTON3 | 337 JOEFFIE RD GRANT, AL 35747 | CONTINENTAL AMERICAN INSURANCE COMPANY | $17 | $0 | $17 | 0.02% |
| KELVIN MICHAEL RICE3 | 102 CRICHTON CT DOTHAN, AL 36305 | CONTINENTAL AMERICAN INSURANCE COMPANY | $10 | $0 | $10 | 0.01% |
| ADRIENNE ALICE MENCHACA HOLBROOK3 | 413 LILYFIELD LN GALLOWAY, OH 43119 | CONTINENTAL AMERICAN INSURANCE COMPANY | $4 | $0 | $4 | 0.01% |
| MILESTONE BENEFITS AGENCY INC3 | 521 VILLAGE PARK DRIVE POWELL, OH 43065 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $4K | $0 | $4K | 10.00% |
| ANTHONY JOSEPH PROCACCINI3 | 67328 ZUNI COURT CATHEDRAL CITY, CA 92234 | ACE AMERICAN INSURANCE COMPANY | $1K | $0 | $1K | 20.00% |
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 | 745 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 746 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | BLUE CROSS AND BLUE SHIELD OF ALABAMA | 790 | $5.3M |
| Dental | DELTA DENTAL OF OHIO | 1,475 | $399K |
| Vision(2 contracts) | FIDELITY SECURITY LIFE INSURANCE COMPANY | 827 | $114K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 436 | $697K |
| Short-term disability(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 436 | $697K |
| Long-term disability(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 436 | $697K |
| Prescription drug | BLUE CROSS AND BLUE SHIELD OF ALABAMA | 623 | $3.7M |
| Stop-loss / reinsurancereinsurance | UNITEDHEALTHCARE INSURANCE COMPANY | 790 | $1.7M |
| Other(4 contracts, 3 carriers) | BLUE CROSS AND BLUE SHIELD OF ALABAMA | 745 | $4.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,475 | — |
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.