| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ACCELERATED FINANCIAL PLANNING3 Filed as: ACCELERATED FINANCIAL PLANNING AGCY | 5880 VENTURE DR STE D DUBLIN, OH 43017 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $783 | $0 | $783 | 11.30% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON MIDWEST, INC. | PO BOX 93245 CHICAGO, IL 60673 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $137 | $0 | $137 | 1.98% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON MIDWEST, INC. | — | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $90 | $0 | $90 | 1.30% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF OHIO LLC | 3900 KINROSS PKWY STE 300 RICHFIELD, OH 44286 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $55 | $0 | $55 | 0.79% |
| WAGONER, THOMAS, PATRICK3 | USI MIDWEST STE 250 DUBLIN, OH 43017 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $61 | $0 | $61 | 5.57% |
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 | 439 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 61 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 500 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | VISION SERVICE PLAN | 284 | $59K |
| Life insurance | ANTHEM LIFE INSURANCE COMPANY | 439 | $158K |
| Long-term disability(3 contracts, 3 carriers) | ANTHEM LIFE INSURANCE COMPANY | 439 | $166K |
| Other(2 contracts, 2 carriers) | ANTHEM LIFE INSURANCE COMPANY | 439 | $205K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 439 | — |
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.