| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MILESTONE BENEFITS AGENCY INC3 | 521 VILLAGE PARK DR POWELL, OH 43065 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $7K | $26K | $33K | 7.85% |
| NATIONAL BENEFIT CENTER3 | 23825 COMMERCE PARK BEACHWOOD, OH 44122 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $15K | $15K | 3.57% |
| UNITED OF OMAHA LIFE INSURANCE CO5 | MUTUAL OF OMAHA PLAZA OMAHA, NE 68175 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $2K | $2K | 0.45% |
| MILESTONE BENEFITS AGENCY INC3 | 521 VILLAGE PARK DR POWELL, OH 43065 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $32K | $13K | $45K | 21.23% |
| NATIONAL BENEFIT CENTER3 | 23825 COMMERCE PARK BEACHWOOD, OH 44122 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $7K | $7K | 3.12% |
| UNITED OF OMAHA LIFE INSURANCE CO5 | MUTUAL OF OMAHA PLAZA OMAHA, NE 68175 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $774 | $774 | 0.37% |
| MILESTONE BENEFITS AGENCY INC3 | 521 VILLAGE PARK DR POWELL, OH 43065 | CONTINENTAL AMERICAN INSURANCE COMPANY | $16K | $0 | $16K | 14.95% |
| AMBER D STEIN3 | 2740 AIRPORT DR STE 170 COLUMBUS, OH 43219 | CONTINENTAL AMERICAN INSURANCE COMPANY | $9K | $0 | $9K | 8.62% |
| MARCUS WAYNE MCREE3 Filed as: MARCUS MCREE | 5758 ALFIE PL COLUMBUS, OH 43123 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3K | $0 | $3K | 2.37% |
| ASSURED NEACE LUKENS INS. AGENCY3 Filed as: CHRISTOPHER NEECE | 450 W WILSON BRIDGE RD SUITE 110 WORTHINGTON, OH 43085 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3K | $0 | $3K | 2.29% |
| ANDREW J LOEWEN3 | 321 W HOBART AVE FINDLAY, OH 45840 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | $0 | $1K | 1.25% |
| SHAWN M THEIS3 | 3309 WESTERVILLE WOODS DR COLUMBUS, OH 43231 | CONTINENTAL AMERICAN INSURANCE COMPANY | $618 | $0 | $618 | 0.56% |
| JOHN D SUSIE3 | 8682 HAWICK CT N DUBLIN, OH 43017 | CONTINENTAL AMERICAN INSURANCE COMPANY | $269 | $0 | $269 | 0.24% |
| JAMES A BURRESS3 | 445 HUTCHINSON AVE SUITE 280 COLUMBUS, OH 43235 | CONTINENTAL AMERICAN INSURANCE COMPANY | $243 | $0 | $243 | 0.22% |
| HARE AND ASSOCIATES LLC3 | 470 OLDE WORTHINGOTN RD SUITE 250 WESTERVILLE, OH 43082 | CONTINENTAL AMERICAN INSURANCE COMPANY | $140 | $0 | $140 | 0.13% |
| AMBER D STEIN3 | 2740 AIRPORT DR STE 170 COLUMBUS, OH 43219 | CONTINENTAL AMERICAN INSURANCE COMPANY | $131 | $0 | $131 | 0.12% |
| JEREMY D NELSON3 | 474 CHERRY RD GAHANNA, OH 43230 | CONTINENTAL AMERICAN INSURANCE COMPANY | $93 | $0 | $93 | 0.08% |
| BARBARA MOOK3 | 2407 SUNLADEN DRIVE GROVE CITY, OH 43123 | CONTINENTAL AMERICAN INSURANCE COMPANY | $79 | $0 | $79 | 0.07% |
| ADRIENNE HOLBROOK3 | 413 LILYFIELD LN GALLOWAY, OH 43119 | CONTINENTAL AMERICAN INSURANCE COMPANY | $76 | $0 | $76 | 0.07% |
| THERESA NETTO PHILLIPS3 Filed as: THERESA L MANY | 586 SLATE HILL DR COLUMBUS, OH 43085 | CONTINENTAL AMERICAN INSURANCE COMPANY | $70 | $0 | $70 | 0.06% |
| KIMBERLY NIETO3 Filed as: KIMBERLY K NIETO | 5419 CLUB DRIVE WESTERVILLE, OH 43082 | CONTINENTAL AMERICAN INSURANCE COMPANY | $63 | $0 | $63 | 0.06% |
| CAMERON DAVID CARRILLO3 Filed as: CAMERON CARILLO | 5801 WESTCHESTER CT WORTHINGTON, OH 43085 | CONTINENTAL AMERICAN INSURANCE COMPANY | $59 | $0 | $59 | 0.05% |
| STEVE NIETO3 | 5419 CLUB DRIVE WESTERVILLE, OH 43082 | CONTINENTAL AMERICAN INSURANCE COMPANY | $55 | $0 | $55 | 0.05% |
| ARVILLA CAUDY3 | 544 S CHAMPION AVE COLUMBUS, OH 43205 | CONTINENTAL AMERICAN INSURANCE COMPANY | $54 | $0 | $54 | 0.05% |
| TERRI J BUTLER3 | 1052 BEDDINGFIELD PLACE WESTERVILLE, OH 43081 | CONTINENTAL AMERICAN INSURANCE COMPANY | $52 | $0 | $52 | 0.05% |
| JACK A SHADE3 | 470 OLDE WORTHINGTON RD STE 250 WESTERVILLE, OH 43082 | CONTINENTAL AMERICAN INSURANCE COMPANY | $46 | $0 | $46 | 0.04% |
| RONALD J STEIN3 | 8800 LYRA DR STE 220 COLUMBUS, OH 43240 | CONTINENTAL AMERICAN INSURANCE COMPANY | $46 | $0 | $46 | 0.04% |
| MARKUS MUELLER3 | 633 NE MUSKRAT RUN PORT ST LUCIE, OH 34983 | CONTINENTAL AMERICAN INSURANCE COMPANY | $44 | $0 | $44 | 0.04% |
| ANGELA D BUXTON3 | 12230 TRENTON ROAD GALENA, OH 43021 | CONTINENTAL AMERICAN INSURANCE COMPANY | $39 | $0 | $39 | 0.04% |
| PAULA GAIL NEAL3 Filed as: PAULA C CUTTER | 945 STAR SHOOT PKWY LEXINGTON, KY 40509 | CONTINENTAL AMERICAN INSURANCE COMPANY | $38 | $0 | $38 | 0.03% |
| CARL J HOWINGTON3 | 5389 HARVESTWOOD LANE GAHANNA, OH 43230 | CONTINENTAL AMERICAN INSURANCE COMPANY | $33 | $0 | $33 | 0.03% |
| HARE AND ASSOCIATES LLC3 Filed as: HARE AND ASSOC LLC | 7814 CRAINDOW CT DUBLIN, OH 43017 | CONTINENTAL AMERICAN INSURANCE COMPANY | $13 | $0 | $13 | 0.01% |
| JOHNNY HENSLEY JR3 | 9465 RIVIERA DR UNION, KY 41091 | CONTINENTAL AMERICAN INSURANCE COMPANY | $11 | $0 | $11 | 0.01% |
| OPPORTUNITY INC3 | 9404 WOODCHIP LANE BROADVIEW HTS, OH 44147 | CONTINENTAL AMERICAN INSURANCE COMPANY | $9 | $0 | $9 | 0.01% |
| JOHN D SUSIE3 | 8682 HAWICK CT N DUBLIN, OH 43017 | CONTINENTAL AMERICAN INSURANCE COMPANY | $9 | $0 | $9 | 0.01% |
| MILESTONE BENEFITS AGENCY INC3 | 521 VILLAGE PARK DR POWELL, OH 43065 | CONTINENTAL AMERICAN INSURANCE COMPANY | $12K | $0 | $12K | 14.40% |
| AMBER D STEIN3 | 2740 AIRPORT DR STE 270 COLUMBUS, OH 43219 | CONTINENTAL AMERICAN INSURANCE COMPANY | $7K | $0 | $7K | 8.33% |
| ASSURED NEACE LUKENS INS. AGENCY3 Filed as: CHRISTOPHER ALLEN NEECE | 11460 WOODBRIDGE LN NW BALTIMORE, OH 43105 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | $0 | $2K | 2.18% |
| MARCUS WAYNE MCREE3 | 5758 ALFIE PLACE COLUMBUS, OH 43123 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | $0 | $2K | 2.00% |
| ANDREW J LOEWEN3 | 321 W HOBART AVE FINDLAY, OH 45840 | CONTINENTAL AMERICAN INSURANCE COMPANY | $913 | $0 | $913 | 1.12% |
| MICHAEL JAMESON MCNAUGHTON3 | 337 JOEFFIE RD GRANT, AL 35747 | CONTINENTAL AMERICAN INSURANCE COMPANY | $137 | $0 | $137 | 0.17% |
| MICHAEL JAMESON MCNAUGHTON3 | 337 JOEFFIE RD GRANT, AL 35747 | CONTINENTAL AMERICAN INSURANCE COMPANY | $74 | $0 | $74 | 0.09% |
| CAMERON DAVID CARRILLO3 | 61503 ORION DR BEND, OR 97702 | CONTINENTAL AMERICAN INSURANCE COMPANY | $19 | $0 | $19 | 0.02% |
| BARBARA ANN MCNAUGHTON3 | 337 JOEFFIE RD GRANT, AL 35747 | CONTINENTAL AMERICAN INSURANCE COMPANY | $17 | $0 | $17 | 0.02% |
| KEVIN MICHAEL RICE3 | 102 CRICHTON CT DOTHAN, AL 36305 | CONTINENTAL AMERICAN INSURANCE COMPANY | $8 | $0 | $8 | 0.01% |
| ADRIENNE HOLBROOK3 | 413 LILYFIELD LN GALLOWAY, OH 43119 | CONTINENTAL AMERICAN INSURANCE COMPANY | $7 | $0 | $7 | 0.01% |
| ADRIENNE HOLBROOK3 | 413 LILYFIELD LN GALLOWAY, OH 43119 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3 | $0 | $3 | 0.00% |
| MILESTONE BENEFITS AGENCY INC5 | 521 VILLAGE PARK DR POWELL, OH 43065 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $4K | $0 | $4K | 10.00% |
| ANTHONY JOSEPH PROCACCINI3 | 67328 ZUNI CT CATHEDRAL CITY, CA 92234 | ACE AMERICAN INSURANCE COMPANY | $1K | $0 | $1K | 20.01% |
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 | 737 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 740 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS AND BLUE SHIELD OF ALABAMA | 619 | $3.6M |
| Dental | DELTA DENTAL OF OHIO | 1,532 | $427K |
| Vision(2 contracts) | FIDELITY SECURITY LIFE INSURANCE COMPANY | 912 | $93K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 468 | $630K |
| Short-term disability(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 468 | $630K |
| Long-term disability(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 468 | $630K |
| Prescription drug | BLUE CROSS AND BLUE SHIELD OF ALABAMA | 619 | $3.6M |
| Stop-loss / reinsurancereinsurance | UNITEDHEALTHCARE INSURANCE COMPANY | 799 | $1.1M |
| Other(6 contracts, 4 carriers) | BLUE CROSS AND BLUE SHIELD OF ALABAMA | 737 | $4.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,532 | — |
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.