| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| PATRIOT GROWTH INSURANCE SERVICES3 Filed as: PATRIOT GROWTH INSURANCE SRVCS | 501 OFFICE CENTER DR STE 215 FORT WASHINGTON, PA 19034 | DELTA DENTAL OF OHIO | $4K | — | $4K | 4.46% |
| STRATEGIC BENEFITS OF CINCINNATI3 | 424 WARDS CORNER RD STE 120 LOVELAND, OH 45140 | DELTA DENTAL OF OHIO | $874 | — | $874 | 1.03% |
| STRATEGIC BENEFITS OF CINCINNATI3 | 424 WARDS CORNER RD STE 120 LOVELAND, OH 45140 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $7K | $2K | $9K | 16.01% |
| PATRIOT GROWTH INSURANCE SERVICES3 Filed as: PATRIOT GROWTH INSURANCE SRVCS | 424 WARDS CORNER RD STE 120 LOVELAND, OH 45140 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | — | $1K | 2.49% |
| PATRIOT GROWTH INSURANCE SERVICES3 Filed as: PATRIOT GROWTH INSURANCE SRVCS | 501 OFFICE CENTER DR STE 215 FORT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $1K | $1K | 2.00% |
| STRATEGIC BENEFITS OF CINCINNATI3 Filed as: STRATEGIC BENEFITS OF CINTI | 424 WARDS CORNER RD STE 129 LOVELAND, OH 45140 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $591 | $2K | 16.75% |
| PATRIOT GROWTH INSURANCE SERVICES3 Filed as: PATRIOT GROWTH INSURANCE SRVCS | 424 WARDS CORNER RD STE 129 LOVELAND, OH 45140 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $343 | — | $343 | 2.42% |
| PATRIOT GROWTH INSURANCE SERVICES3 Filed as: PATRIOT GROWTH INSURANCE SRVCS | 501 OFFICE CENTER DR STE 215 FORT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $338 | $338 | 2.38% |
| STRATEGIC BENEFITS OF CINCINNATI3 Filed as: STRATEGIC BENEFITS OF CINTI | 424 WARDS CORNER RD STTE 120 LOVELAND, OH 45140 | FIDELITY SECURITY LIFE INSURANCE | $1K | — | $1K | 9.90% |
| STRATEGIC BENEFITS OF CINCINNATI3 Filed as: STRATEGIC BENEFITS OF CINTI | 424 WARDS CORNER RD STE 120 LOVELAND, OH 45140 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $945 | $247 | $1K | 15.91% |
| PATRIOT GROWTH INSURANCE SERVICES3 Filed as: PATRIOT GROWTH INSURANCE SRVCS | 424 WARDS CORNER RD STE 120 LOVELAND, OH 45140 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $179 | — | $179 | 2.39% |
| PATRIOT GROWTH INSURANCE SERVICES3 Filed as: PATRIOT GROWTH INSURANCE SRVCS | 501 OFFICE CENTER DR STE 215 FORT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $141 | $141 | 1.88% |
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 | 154 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 154 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL OF OHIO | 273 | $85K |
| Vision | FIDELITY SECURITY LIFE INSURANCE | 194 | $11K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 154 | $22K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 154 | $53K |
| Stop-loss / reinsurancereinsurance | US FIRE INSURANCE COMPANY | 150 | $305K |
| Other(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 154 | $22K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 273 | — |
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.