| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ROBERT E KEMMER3 | P.O. BOX 352 BUFFALO, OH 43722 | AFLAC | $17K | $51 | $17K | 7.61% |
| W B GREEN & CO INC3 | 626 WHEELING AVE CAMBRIDGE, OH 43725 | AFLAC | $13K | — | $13K | 5.72% |
| HEATHER SONAGERE3 Filed as: HEATHER DAWN SONAGERE | 1032 BELFORD ST CALDWELL, OH 43724 | AFLAC | $4K | — | $4K | 1.65% |
| RONALD JAMES STEIN3 | 14966 ROBINS RD JAMESTOWN, OH 43031 | AFLAC | $4K | $20 | $4K | 1.62% |
| TRACY D BURGA3 | 160 PIKE ST QUAKER CITY, OH 43773 | AFLAC | $3K | $72 | $3K | 1.28% |
| GAYLORD I KAUFFMAN3 Filed as: GAYLORD KAUFFMAN | 315 GREEN RIDGE ROAD, SUITE H1 NEW CASTLE, PA 16105 | AFLAC | $1K | — | $1K | 0.54% |
| MARK D JONES3 | 306 CUNNINGHAM RUN RD PENNSBORO, WV 26415 | AFLAC | $1K | — | $1K | 0.52% |
| MARK L HUFHAND3 Filed as: MARK HUFHAND | 3313 LEE ST NW NORTH CANTON, OH 44720 | AFLAC | $538 | — | $538 | 0.24% |
| APRIL DAWN STRAHLER3 | 240 HILLCREST DR, APT 73 MARIETTA, OH 45750 | AFLAC | $412 | — | $412 | 0.18% |
| JAMES A BURRESS3 | 6418 FAYBOROUGH CT DUBLIN, OH 43016 | AFLAC | $343 | — | $343 | 0.15% |
| JACK A SHADE3 | 690 TREE BEND CT WESTERVILLE, OH 43082 | AFLAC | $337 | — | $337 | 0.15% |
| LINDA L LEONARD3 | 448 PRIVATE RD 3290 SOUTH POINT, OH 45680 | AFLAC | $333 | — | $333 | 0.15% |
| THERESA NETTO PHILLIPS3 Filed as: THERESA L MANY | 306 NORTHRIDGE RD APT 1 CIRCLEVILLE, OH 43113 | AFLAC | $317 | — | $317 | 0.14% |
| MARK A SHERBY3 | 293 S 4TH STREET BYESVILLE, OH 43723 | AFLAC | $309 | — | $309 | 0.14% |
| JORDAN LYNN FUNK3 | 917 COUNTY ROAD 100 N STE 115 THOMPSONVILLE, IL 62890 | AFLAC | $306 | — | $306 | 0.13% |
| QUINN, MEYER & ASSOCIATES3 | 10800 WINCHCOMBE DR DUBLIN, OH 43016 | AFLAC | $273 | — | $273 | 0.12% |
| BRUCE MEYER3 | 10800 WINCHCOMBE DR DUBLIN, OH 43016 | AFLAC | $189 | — | $189 | 0.08% |
| AMANDA L MCGILL-WHITE3 | 508 MCKENNA DR WILLIAMSTOWN, WV 26187 | AFLAC | $185 | — | $185 | 0.08% |
| PENNY NICHOLSON3 | 209 KENWOOD AVE MARIETTA, OH 45750 | AFLAC | $146 | — | $146 | 0.06% |
| SCOTT A SMITH3 | 5300 OAKBROOK PKWY BLDG 300 STE 350 NORCROSS, GA 30093 | AFLAC | $143 | — | $143 | 0.06% |
| HARE AND ASSOCIATES LLC3 | 470 OLDE WORTHINGTON RD SUITE 250 WESTERVILLE, OH 43082 | AFLAC | $142 | — | $142 | 0.06% |
| KAREN SUTPHIN3 | 81 TABLE ROCK LANE WHEELING, WV 26003 | AFLAC | $136 | — | $136 | 0.06% |
| DUSTIN P WILSON3 | 62900 DUSTY LN BARNESVILLE, OH 43713 | AFLAC | $107 | — | $107 | 0.05% |
| JOSHUA K HOPPE3 | 580 WHITE PLAINS RD SUITE 115 TARRYTOWN, NY 10591 | AFLAC | $89 | — | $89 | 0.04% |
| MICHAEL TAYLOR3 | 7111 35TH ST E SARASOTA, FL 34243 | AFLAC | $83 | — | $83 | 0.04% |
| ABBY CORDER3 | 1165 GREINER RD ZANESVILLE, OH 43701 | AFLAC | $77 | — | $77 | 0.03% |
| LUCI WILLIAMS3 | 637 WILEY AVE BARNESVILLE, OH 43713 | AFLAC | $55 | — | $55 | 0.02% |
| GREGORY F STENZEL3 | 6800 STONY HILL RD MCKINNEY, TX 75070 | AFLAC | $54 | — | $54 | 0.02% |
| JOHN C RASCHELLA3 | 2301 GRD OAK SH BLVD #118-32 ESTERO, FL 33928 | AFLAC | $39 | — | $39 | 0.02% |
| JOHN F ADAMSKY3 Filed as: JOHN ADAMSKY | PO BOX 6164 NEW PHILADELPHIA, OH 44663 | AFLAC | $35 | — | $35 | 0.02% |
| MARKUS MUELLER3 | 633 NE MUSKRAT RUN PORT ST LUCIE, FL 34983 | AFLAC | $29 | — | $29 | 0.01% |
| RANDY M SOMERMAN3 | 19878 W KERRY PL STRONGSVILLE, OH 44149 | AFLAC | $28 | — | $28 | 0.01% |
| DARREN L BRUNO3 | 7542 STONE LAKE DR DUBLIN, OH 43016 | AFLAC | $25 | — | $25 | 0.01% |
| RONALD J GRETHEL3 | 648 HANNA AVE LOVELAND, OH 45140 | AFLAC | $24 | — | $24 | 0.01% |
| DANIELLE C DUNN3 | 185 S COLUMBIA AVE COLUMBUS, OH 43209 | AFLAC | $22 | — | $22 | 0.01% |
| MELISSA SUE DALRYMPLE3 | 737 SMITH RD WATERFORD, OH 45786 | AFLAC | $21 | — | $21 | 0.01% |
| NICHOLAS PETRYCKI3 Filed as: NICHOLAS L. PETRYCKI | 8141 LARKSPUR AVE NW N CANTON, OH 44720 | AFLAC | $19 | — | $19 | 0.01% |
| JOHN D SUSIE3 | 8682 HAWICK CT N DUBLIN, OH 43017 | AFLAC | $12 | — | $12 | 0.01% |
| DAVID P AESOPH3 | 2700 W NICOLE DR SIOUX FALLS, SD 57105 | AFLAC | $7 | — | $7 | 0.00% |
| KRIS D SHADE3 | 690 TREE BEND CT WESTERVILLE, OH 43082 | AFLAC | $5 | — | $5 | 0.00% |
| OPPORTUNITY INC3 | 9404 WOODCHIP LN BROADVIEW HEIGHTS, OH 44147 | AFLAC | $3 | — | $3 | 0.00% |
| JAMES D DUDLEY3 | 1355 LYNNFIELD RD, SUITE 259 MEMPHIS, TN 38119 | AFLAC | $1 | — | $1 | 0.00% |
| FRANK J DOSCH3 Filed as: FRANK J. DOSCH | 964 GROVE RD ZANESVILLE, OH 43701 | NORTHWESTERN MUTUAL | $4K | $874 | $5K | 10.57% |
| KEMELGOR FNCL GRP INC3 | 800 YARD ST, SUITE 300 COLUMBUS, OH 43212 | NORTHWESTERN MUTUAL | $840 | $74 | $914 | 2.08% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS - IND | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $641 | $401 | $1K | 3.54% |
| THE FORKER COMPANY3 Filed as: THE FORKER AGENCY INC | P.O. BOX 2040 ZANESVILLE, OH 437022040 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $835 | — | $835 | 2.83% |
| VHA MID-AMERICA INSURANCE SERVICES3 | 7415 W 130TH ST, STE 200 OVERLAND PARK, KS 66213 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $214 | $141 | $355 | 1.20% |
| W B GREEN & CO INC3 Filed as: W. B. GREEN & CO INC | 626 WHEELING AVENUE CAMBRIDGE, OH 43725 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $410 | — | $410 | 2.34% |
| WILLIAM H. MEYER AGENCY, INC.3 Filed as: WILLIAM H. MEYER AGY INC | 1660 NW PROFESSIONAL PLAZA COLUMBUS, OH 43220 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $278 | — | $278 | 1.58% |
| JAMES D THOMAS3 | 5451 ST ANDREWS DRIVE WESTERVILLE, OH 43082 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $116 | — | $116 | 0.66% |
| DWAINE K HOWELL3 | 79 LAKEVIEW DRIVE THORNVILLE, OH 43076 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $48 | — | $48 | 0.27% |
| HEALTHCARE REFORM ALTERNATIVES LLC3 | 2706 BAR HARBOUR CT LEWIS CENTER, OH 43035 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $40 | — | $40 | 0.23% |
| RICHARD CLOSE3 | 4303 TRUEMAN BLVD HILLIARD, OH 43026 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $24 | — | $24 | 0.14% |
| KEVIN D HOWELL3 | 60 WEST COLUMBUS ST THORNVILLE, OH 43076 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $23 | — | $23 | 0.13% |
| HARLEY J MURRAY3 Filed as: HARLEY MURRAY | 705 N STATE ST WESTERVILLE, OH 43082 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $23 | — | $23 | 0.13% |
| PETERSON FINANCIAL INC3 Filed as: PETERSON FINANCIAL INC. | 548 CANTON ROAD WINTERSVILLE, OH 43953 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $18 | — | $18 | 0.10% |
| DAVID L DUNCAN3 Filed as: DAVID DUNCAN | 3106 DREW DRIVE HAMILTON, OH 45011 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.03% |
| WILLIAM T. DUNCAN3 Filed as: WILLIAM DUNCAN | 2209 LINDEN AVENUE MIDDLETOWN, OH 45044 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.02% |
| DAVID L SMELCER3 | PO BOX 279 MAUMEE, OH 43537 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.01% |
| THE FORKER COMPANY3 Filed as: THE FORKER AGENCY INC | PO BOX 2040 ZANESVILLE, OH 43702 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $149 | — | $149 | 7.92% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS - IND | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $38 | $24 | $62 | 3.29% |
| VHA MID-AMERICA INSURANCE SERVICES3 | 7415 W 130TH STREET, STE 200 OVERLAND PARK, KS 66213 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $19 | $14 | $33 | 1.75% |
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 | 757 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 26 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 784 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | AFLAC | 270 | $227K |
| Vision(2 contracts, 2 carriers) | AFLAC | 566 | $353K |
| Life insurance(4 contracts, 3 carriers) | AFLAC | 618 | $276K |
| Short-term disability(2 contracts, 2 carriers) | AFLAC | 270 | $245K |
| Long-term disability | NORTHWESTERN MUTUAL | 74 | $44K |
| Other(4 contracts, 3 carriers) | AFLAC | 618 | $276K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 618 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.