| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MILESTONE BENEFITS AGENCY INC3 Filed as: MILESTONE BENEFITS AGENCY | 521 VILLAGE PARK DR POWELL, OH 43065 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $6K | $26K | $32K | 7.56% |
| NATIONAL BENEFIT CENTER3 | 23825 COMMERCE PARK BEACHWOOD, OH 44122 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $13K | $13K | 3.06% |
| 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 Filed as: MILESTONE BENEFITS AGENCY | 521 VILLAGE PARK DR POWELL, OH 43065 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $33K | $13K | $46K | 20.82% |
| NATIONAL BENEFIT CENTER3 | 23825 COMMERCE PARK BEACHWOOD, OH 44122 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $6K | $6K | 2.91% |
| MILESTONE BENEFITS AGENCY INC3 Filed as: MILESTONE BENEFITS AGENCY | 521 VILLAGE PARK DR POWELL, OH 43065 | CONTINIENTAL AMERICAN INSURANCE COMPANY | $8K | $0 | $8K | 8.89% |
| AMBER D STEIN3 | 2740 AIRPORT DR STE 170 COLUMBUS, OH 43219 | CONTINIENTAL AMERICAN INSURANCE COMPANY | $5K | $0 | $5K | 5.18% |
| ANDREW J LOEWEN3 Filed as: ANDREW A LOEWEN | 321 W HOBART AVE FINDLAY, OH 45840 | CONTINIENTAL AMERICAN INSURANCE COMPANY | $868 | $0 | $868 | 0.99% |
| MARCUS WAYNE MCREE3 Filed as: MARCUS MCREE | 5758 ALFIE PL COLUMBUS, OH 43213 | CONTINIENTAL AMERICAN INSURANCE COMPANY | $831 | $0 | $831 | 0.95% |
| CHRISTOPHEWR NEECE3 | 450 W WILSON BRIDGE RD SUITE 110 WORTHINGTON, OH 43085 | CONTINIENTAL AMERICAN INSURANCE COMPANY | $746 | $0 | $746 | 0.85% |
| SHAWN M THEIS3 | 3309 WESTERVILLE WOODS DR COLUMBUS, OH 43231 | CONTINIENTAL AMERICAN INSURANCE COMPANY | $423 | $0 | $423 | 0.48% |
| ADRIENNE HOLBROOK3 | 413 LILLYFIELD LN GALLOWAY, OH 43119 | CONTINIENTAL AMERICAN INSURANCE COMPANY | $302 | $0 | $302 | 0.35% |
| JOHN D SUSIE3 | 8682 HAWICK CT N DUBLIN, OH 43017 | CONTINIENTAL AMERICAN INSURANCE COMPANY | $203 | $0 | $203 | 0.23% |
| ADRIENNE HOLBROOK3 | 1103 SCHROCK RD STE 201 COLUMBUS, OH 43229 | CONTINIENTAL AMERICAN INSURANCE COMPANY | $172 | $0 | $172 | 0.20% |
| JAMES A BURRESS3 | 445 HUTCHINSON AVE SUITE 820 COLUMBUS, OH 43235 | CONTINIENTAL AMERICAN INSURANCE COMPANY | $168 | $0 | $168 | 0.19% |
| AMBER D STEIN3 | 2740 AIRPORT DR STE 170 COLUMBUS, OH 43219 | CONTINIENTAL AMERICAN INSURANCE COMPANY | $150 | $0 | $150 | 0.17% |
| HARE AND ASSOCIATES LLC3 | 470 OLDE WORTHINGOTN RD STE 250 WESTERVILLE, OH 43082 | CONTINIENTAL AMERICAN INSURANCE COMPANY | $96 | $0 | $96 | 0.11% |
| JEREMY D NELSON3 | 474 CHERRY RD GAHANNA, OH 43230 | CONTINIENTAL AMERICAN INSURANCE COMPANY | $69 | $0 | $69 | 0.08% |
| BARBARA MOOK3 | 2407 SUNLADEN DRIVE GROCE CITY, OH 43123 | CONTINIENTAL AMERICAN INSURANCE COMPANY | $64 | $0 | $64 | 0.07% |
| THERESA NETTO PHILLIPS3 Filed as: THERESA L MANY | 586 SLATE HILL DR COLUMBUS, OH 43085 | CONTINIENTAL AMERICAN INSURANCE COMPANY | $58 | $0 | $58 | 0.07% |
| CAMERON CARRILLO3 | 5801 WESTCHESTER CT WORTHINGTON, OH 43085 | CONTINIENTAL AMERICAN INSURANCE COMPANY | $52 | $0 | $52 | 0.06% |
| ARVILLA CAUDY3 | 544 S CHAMPION AVE COLUMBUS, OH 43205 | CONTINIENTAL AMERICAN INSURANCE COMPANY | $39 | $0 | $39 | 0.04% |
| RONALD J STEIN3 | 8800 LYRA DR STE 220 COLUMBUS, OH 43240 | CONTINIENTAL AMERICAN INSURANCE COMPANY | $38 | $0 | $38 | 0.04% |
| MARKUS MUELLER3 | 633 NE MUSKRAT RUN PORT ST LUCIE, FL 34983 | CONTINIENTAL AMERICAN INSURANCE COMPANY | $35 | $0 | $35 | 0.04% |
| TERRI J BUTLER3 | 1052 BEDDINGFIELD PLACE WESTERVILLE, OH 43081 | CONTINIENTAL AMERICAN INSURANCE COMPANY | $33 | $0 | $33 | 0.04% |
| KIMBERLY NIETO3 Filed as: KIMBERLY K NIETO | 5419 CLUB DR WESTERVILLE, OH 43082 | CONTINIENTAL AMERICAN INSURANCE COMPANY | $31 | $0 | $31 | 0.04% |
| JACK A SHADE3 | 470 OLDE WORTHINGTON RD STE 250 WESTERVILLE, OH 43082 | CONTINIENTAL AMERICAN INSURANCE COMPANY | $30 | $0 | $30 | 0.03% |
| ANGELA D BUXTON3 | 12230 TRENTON ROAD GALENA, OH 43021 | CONTINIENTAL AMERICAN INSURANCE COMPANY | $28 | $0 | $28 | 0.03% |
| STEVE NIETO3 | 5419 CLUB DR WESTERVILLE, OH 43082 | CONTINIENTAL AMERICAN INSURANCE COMPANY | $25 | $0 | $25 | 0.03% |
| CARL J HOWINGTON3 | 5389 HARVESTWOOD LANE GAHANNA, OH 43230 | CONTINIENTAL AMERICAN INSURANCE COMPANY | $17 | $0 | $17 | 0.02% |
| PAULA GAIL NEAL3 Filed as: PAULA C CUTTER | 945 STAR SHOOT PKWY LEXINGTON, KY 40509 | CONTINIENTAL AMERICAN INSURANCE COMPANY | $15 | $0 | $15 | 0.02% |
| JOHNNY HENSLEY JR3 | 9455 RIVIERA DRIVE UNION, KY 41091 | CONTINIENTAL AMERICAN INSURANCE COMPANY | $10 | $0 | $10 | 0.01% |
| OPPORTUNITY INC3 Filed as: OPPORTUNITY, INC | 9404 WOODCHIP LANE BROADVIEW HTS, OH 44147 | CONTINIENTAL AMERICAN INSURANCE COMPANY | $6 | $0 | $6 | 0.01% |
| JOHN D SUSIE3 | 8682 HAWICK CT N DUBLIN, OH 43017 | CONTINIENTAL AMERICAN INSURANCE COMPANY | $6 | $0 | $6 | 0.01% |
| HARE AND ASSOCIATES LLC3 Filed as: HARE AND ASSOC LLC | 7814 CRAINDOW CT DUBLIN, OH 43017 | CONTINIENTAL AMERICAN INSURANCE COMPANY | $6 | $0 | $6 | 0.01% |
| MILESTONE BENEFITS AGENCY INC3 Filed as: MILESTONE BENEFITS AGENCY | 521 VILLAGE PARK DR POWELL, OH 43065 | CONTINIENTAL AMERICAN INSURANCE COMPANY | $9K | $0 | $9K | 10.60% |
| AMBER D STEIN3 | 2740 AIRPORT DR STE 170 COLUMBUS, OH 43219 | CONTINIENTAL AMERICAN INSURANCE COMPANY | $5K | $0 | $5K | 5.97% |
| ASSURED NEACE LUKENS INS. AGENCY3 Filed as: CHRISTOPHER ALLEN NEECE | 11460 WOODBRIDGE LN NW BALTIMORE, OH 43105 | CONTINIENTAL AMERICAN INSURANCE COMPANY | $988 | $0 | $988 | 1.13% |
| ANDREW J LOEWEN3 Filed as: ANDREW JAMES MITCHELL LOEWEN | 321 W HOBART AVE FINDLAY, OH 45840 | CONTINIENTAL AMERICAN INSURANCE COMPANY | $786 | $0 | $786 | 0.90% |
| ADRIENNE HOLBROOK3 | 413 LILLYFIELD LN GALLOWAY, OH 43119 | CONTINIENTAL AMERICAN INSURANCE COMPANY | $389 | $0 | $389 | 0.45% |
| MARCUS WAYNE MCREE3 | 5758 ALFIE PLACE COLUMBUS, OH 43213 | CONTINIENTAL AMERICAN INSURANCE COMPANY | $378 | $0 | $378 | 0.43% |
| AMBER D STEIN3 | 2740 AIRPORT DR STE 170 COLMBUS, OH 43219 | CONTINIENTAL AMERICAN INSURANCE COMPANY | $340 | $0 | $340 | 0.39% |
| MICHAEL J MCNAUGHTON3 | 337 JOEFFIE ROAD GRANT, AL 35747 | CONTINIENTAL AMERICAN INSURANCE COMPANY | $185 | $0 | $185 | 0.21% |
| CAMERON DAVID CARRILLO3 | 61503 ORION DR BEND, OR 97702 | CONTINIENTAL AMERICAN INSURANCE COMPANY | $81 | $0 | $81 | 0.09% |
| MICHAEL J MCNAUGHTON3 | 337 JOLFFIE ROAD GRANT, AL 35747 | CONTINIENTAL AMERICAN INSURANCE COMPANY | $73 | $0 | $73 | 0.08% |
| BARBARA ANN MCNAUGHTON3 Filed as: BARBARA A MCNAUGHTON | 337 JOLFFIE ROAD GRANT, AL 35747 | CONTINIENTAL AMERICAN INSURANCE COMPANY | $19 | $0 | $19 | 0.02% |
| KEVIN MICHAEL RICE3 | 102 CRICHTON CT DOTHAN, AL 36305 | CONTINIENTAL AMERICAN INSURANCE COMPANY | $16 | $0 | $16 | 0.02% |
| ADRIENNE ALICE MENCHACA HOLBROOK3 | 413 LILLYFIELD LN GALLOWAY, OH 43119 | CONTINIENTAL AMERICAN INSURANCE COMPANY | $9 | $0 | $9 | 0.01% |
| ANOTHONY 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 | 755 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 758 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS AND BLUE SHIELD OF ALABAMA | 617 | $3.4M |
| Dental | DELTA DENTAL OF OHIO | 1,474 | $395K |
| Vision(2 contracts) | FIDELITY SECURITY LIFE INSURANCE COMPANY | 843 | $90K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 443 | $640K |
| Short-term disability(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 443 | $640K |
| Long-term disability(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 443 | $640K |
| Prescription drug | BLUE CROSS AND BLUE SHIELD OF ALABAMA | 617 | $3.4M |
| Stop-loss / reinsurancereinsurance | UNITEDHEALTHCARE INSURANCE COMPANY | 774 | $1.1M |
| Other(4 contracts, 3 carriers) | BLUE CROSS AND BLUE SHIELD OF ALABAMA | 755 | $4.0M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,474 | — |
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.