| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ONE SOURCE ADVISORS INC3 | 555 METRO PL N STE 480 DUBLIN, OH 43017 | COMMUNITY INSURANCE COMPANY | — | $2K | $2K | 0.08% |
| SHAWAN MARQUIS AGENCY INC3 Filed as: SHAWAN-MARQUIS AGENCY INC | 110 EAST WILSON BRIDGE RD STE 260 COLUMBUS, OH 43085 | COMMUNITY INSURANCE COMPANY | $101 | — | $101 | 0.00% |
| ONE SOURCE ADVISORS INC3 Filed as: ONE SOURCE ADVISORS, INC. | 555 METRO PLACE N, SUITE 480 DUBLIN, OH 43017 | DELTA DENTAL OF OHIO | $15K | — | $15K | 9.09% |
| ONE SOURCE ADVISORS INC3 | 555 METRO PLACE N, SUITE 480 DUBLIN, OH 43017 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $16K | — | $16K | 15.00% |
| LEAVITT GROUP3 Filed as: LEAVITT GROUP INSURANCE ADVISORS | 560 S 300 E, SUITE 150 SALT LAKE CITY, UT 84111 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $411 | $411 | 0.39% |
| ONE SOURCE ADVISORS INC3 | 555 METRO PLACE N, SUITE 480 DUBLIN, OH 43017 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $7K | — | $7K | 15.00% |
| LEAVITT GROUP3 Filed as: LEAVITT GROUP INSURANCE ADVISORS | 560 S 300 E, SUITE 150 SALT LAKE CITY, UT 84111 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $184 | $184 | 0.42% |
| ONE SOURCE ADVISORS INC3 Filed as: ONE SOURCE ADVISORS | 555 METRO PLACE N, SUITE 480 DUBLIN, OH 43017 | VISION SERVICE PLAN | $1K | — | $1K | 5.26% |
| ONE SOURCE ADVISORS INC3 | 555 METRO PLACE N, SUITE 480 DUBLIN, OH 43017 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | — | $1K | 15.00% |
| LEAVITT GROUP3 Filed as: LEAVITT GROUP INSURANCE ADVISORS | 560 S 300 E, SUITE 150 SALT LAKE CITY, UT 84111 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $32 | $32 | 0.45% |
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 | 142 | 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) | 142 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | COMMUNITY INSURANCE COMPANY | 401 | $2.1M |
| Dental | DELTA DENTAL OF OHIO | 403 | $167K |
| Vision | VISION SERVICE PLAN | 142 | $22K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 155 | $44K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 155 | $7K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 155 | $104K |
| Other | UNITED OF OMAHA LIFE INSURANCE COMPANY | 155 | $44K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 403 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.