| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ROBERT E KEMMER3 | P.O. BOX 352 BUFFALO, OH 43722 | AFLAC | $14K | $1K | $15K | 6.34% |
| W B GREEN & CO INC3 | 626 WHEELING AVE CAMBRIDGE, OH 43725 | AFLAC | $10K | — | $10K | 4.03% |
| HEATHER SONAGERE3 | 1032 BELFORD ST CALDWELL, OH 43724 | AFLAC | $2K | $580 | $3K | 1.13% |
| RONALD JAMES STEIN3 Filed as: RONALD STEIN | 14966 ROBINS RD JOHNSTOWN, OH 43031 | AFLAC | $2K | $437 | $2K | 0.96% |
| TRACY D BURGA3 Filed as: TRACY BURGA | 160 PIKE ST QUAKER CITY, OH 43773 | AFLAC | $947 | $304 | $1K | 0.52% |
| JUDY KAUFFMAN3 | PO BOX 135 NEW WILMINGTON, PA 16142 | AFLAC | $1K | — | $1K | 0.51% |
| MARK D JONES3 | 306 CUNNINGHAM RUN RD PENNSBORO, WV 26415 | AFLAC | $1K | — | $1K | 0.48% |
| ABBY CORDER3 | 1165 GREINER RD ZANESVILLE, OH 43701 | AFLAC | $942 | — | $942 | 0.39% |
| HENSLEY AND ASSOCIATES LLC3 | 1103 SCHROCK RD STE 201 COLUMBUS, OH 43229 | AFLAC | $668 | — | $668 | 0.28% |
| HARE AND ASSOCIATES LLC3 | 6324 TARTON FIELDS LN MASON, OH 45040 | AFLAC | $570 | — | $570 | 0.24% |
| MARK L HUFHAND3 Filed as: MARK HUFHAND | 3313 LEE ST NW NORTH CANTON, OH 44720 | AFLAC | $535 | — | $535 | 0.22% |
| JACK A SHADE3 | 690 TREE BEND CT WESTERVILLE, OH 43082 | AFLAC | $350 | — | $350 | 0.15% |
| LINDA L LEONARD3 | 448 PRIVATE RD 3290 SOUTH POINT, OH 45680 | AFLAC | $340 | — | $340 | 0.14% |
| MARK A SHERBY3 | 293 S 4TH STREET BYESVILLE, OH 43723 | AFLAC | $322 | — | $322 | 0.13% |
| JAMES A BURRESS3 | 8755 OGDEN DUNES DR CAMBY, IN 46113 | AFLAC | $307 | — | $307 | 0.13% |
| JORDAN FUNK3 | 917 COUNTY ROAD 100 N THOMPSONVILLE, IL 62890 | AFLAC | $300 | — | $300 | 0.12% |
| THERESA NETTO PHILLIPS3 Filed as: THERESA L MANY | 586 SLATE HILL DR COLUMBUS, OH 43085 | AFLAC | $272 | — | $272 | 0.11% |
| QUINN, MEYER & ASSOCIATES3 | 10800 WINCHCOMBE DR DUBLIN, OH 43016 | AFLAC | $270 | — | $270 | 0.11% |
| BRUCE MEYER3 | 10800 WINCHCOMBE DR DUBLIN, OH 43016 | AFLAC | $189 | — | $189 | 0.08% |
| MICHAEL NICHOLSON3 | 209 KENWOOD AVE MARIETTA, OH 45750 | AFLAC | $151 | — | $151 | 0.06% |
| KAREN SUTPHIN3 | 81 TABLE ROCK LANE WHEELING, WV 26003 | AFLAC | $144 | — | $144 | 0.06% |
| SCOTT A SMITH3 | 5300 OAKBROOK PKWY BLDG 300 STE 350 NORCROSS, GA 30093 | AFLAC | $143 | — | $143 | 0.06% |
| JOSHUA K HOPPE3 | 85076 MAJESTIC WALK CIR FERNANDINA BEACH, FL 32034 | AFLAC | $112 | — | $112 | 0.05% |
| DUSTIN P WILSON3 | 62900 DUSTY LN BARNESVILLE, OH 43713 | AFLAC | $102 | — | $102 | 0.04% |
| MICHAEL TAYLOR3 | 3315 MOUNT ZWINGLI RD SE BREMEN, OH 43107 | AFLAC | $91 | — | $91 | 0.04% |
| JOHN C RASCHELLA3 | 20301 GRD OAK SH BLVD #118-32 ESTERO, FL 33928 | AFLAC | $62 | — | $62 | 0.03% |
| LUCI WILLIAMS3 | 637 WILEY AVE BARNESVILLE, OH 43713 | AFLAC | $60 | — | $60 | 0.02% |
| GREGORY F STENZEL3 | 1249 KIOWA DR W GAINESVILLE, TX 76240 | AFLAC | $46 | — | $46 | 0.02% |
| RANDY M SOMERMAN3 Filed as: RANDY SOMERMAN | 699 N HUNTINGTON ST APT 320 MEDINA, OH 44256 | AFLAC | $46 | — | $46 | 0.02% |
| MARKUS MUELLER3 | 633 NE MUSKRAT RUN PORT ST LUCIE, FL 34983 | AFLAC | $43 | — | $43 | 0.02% |
| DOUGLAS LANDENBERGER3 | 7038 WIND ROSE WAY DUBLIN, OH 43016 | AFLAC | $42 | — | $42 | 0.02% |
| RONALD J GRETHEL3 | 648 HANNA AVE LOVELAND, OH 45140 | AFLAC | $38 | — | $38 | 0.02% |
| DANIELLE C DUNN3 | 185 S COLUMBIA AVE COLUMBUS, OH 43209 | AFLAC | $35 | — | $35 | 0.01% |
| DARREN L BRUNO3 | 1224 WESTWOOD DR LEWIS CENTER, OH 43035 | AFLAC | $34 | — | $34 | 0.01% |
| JOHN F ADAMSKY3 Filed as: JOHN ADAMSKY | PO BOX 6164 NEW PHILADELPHIA, OH 44663 | AFLAC | $26 | — | $26 | 0.01% |
| MELISSA SUE DALRYMPLE3 | 737 SMITH RD WATERFORD, OH 45786 | AFLAC | $22 | — | $22 | 0.01% |
| JOHN D SUSIE3 | 8682 HAWICK CT N DUBLIN, OH 43017 | AFLAC | $17 | — | $17 | 0.01% |
| NICHOLAS PETRYCKI3 Filed as: NICHOLAS L. PETRYCKI | 8141 LARKSPUR AVE NW N CANTON, OH 44720 | AFLAC | $14 | — | $14 | 0.01% |
| DAVID P AESOPH3 | 2700 W NICOLE DR SIOUX FALLS, SD 57105 | AFLAC | $8 | — | $8 | 0.00% |
| KRIS D SHADE3 | 690 TREE BEND CT WESTERVILLE, OH 43082 | AFLAC | $6 | — | $6 | 0.00% |
| OPPORTUNITY INC3 | 9404 WOODCHIP LN BROADVIEW HEIGHTS, OH 44147 | AFLAC | $6 | — | $6 | 0.00% |
| JAMES D DUDLEY3 | 1355 LYNNFIELD RD, SUITE 259 MEMPHIS, TN 38119 | AFLAC | $1 | — | $1 | 0.00% |
| THE FORKER COMPANY3 | 964 GROVE RD ZANESVILLE, OH 43701 | NORTHWESTERN MUTUAL | $4K | $1K | $5K | 12.01% |
| KEMELGOR FNCL GRP INC3 | 800 YARD ST, SUITE 300 COLUMBUS, OH 43212 | NORTHWESTERN MUTUAL | $850 | $92 | $942 | 2.10% |
| THE FORKER COMPANY3 | 964 GROVE RD ZANESVILLE, OH 43701 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $968 | $248 | $1K | 3.68% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS - IND | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $662 | $414 | $1K | 3.25% |
| VHA MID-AMERICA INSURANCE SERVICES3 | 7415 W 130TH ST, STE 200 OVERLAND PARK, KS 66213 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $437 | $80 | $517 | 1.56% |
| W B GREEN & CO INC3 Filed as: W. B. GREEN & CO INC | 626 WHEELING AVENUE CAMBRIDGE, OH 43725 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $289 | — | $289 | 1.78% |
| 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 | $157 | — | $157 | 0.97% |
| JAMES D THOMAS3 | 5451 ST ANDREWS DRIVE WESTERVILLE, OH 43082 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $56 | — | $56 | 0.35% |
| RICHARD CLOSE3 | 4303 TRUEMAN BLVD HILLIARD, OH 43026 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $24 | — | $24 | 0.15% |
| HARLEY J MURRAY3 Filed as: HARLEY MURRAY | 705 N STATE ST WESTERVILLE, OH 43082 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $22 | — | $22 | 0.14% |
| PETERSON FINANCIAL INC3 Filed as: PETERSON FINANCIAL INC. | 548 CANTON ROAD WINTERSVILLE, OH 43953 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $16 | — | $16 | 0.10% |
| HEALTHCARE REFORM ALTERNATIVES LLC3 | 2706 BAR HARBOUR CT LEWIS CENTER, OH 43035 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | — | $11 | 0.07% |
| KEVIN D HOWELL3 | 60 WEST COLUMBUS ST THORNVILLE, OH 43076 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | — | $10 | 0.06% |
| DWAINE K HOWELL3 | 79 LAKEVIEW DRIVE THORNVILLE, OH 43076 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | — | $8 | 0.05% |
| DAVID L DUNCAN3 Filed as: DAVID DUNCAN | 3106 DREW DRIVE HAMILTON, OH 45011 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.03% |
| WILLIAM T. DUNCAN3 Filed as: WILLIAM DUNCAN | 2209 LINDEN AVENUE MIDDLETOWN, OH 45044 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.01% |
| DAVID L SMELCER3 | PO BOX 279 MAUMEE, OH 43537 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.01% |
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 | 748 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 6 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 29 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 783 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | AFLAC | 259 | $241K |
| Vision(2 contracts, 2 carriers) | AFLAC | 554 | $379K |
| Life insurance(3 contracts, 3 carriers) | AFLAC | 632 | $290K |
| Short-term disability(2 contracts, 2 carriers) | AFLAC | 259 | $257K |
| Long-term disability | NORTHWESTERN MUTUAL | 72 | $45K |
| Other(3 contracts, 3 carriers) | AFLAC | 632 | $290K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 632 | — |
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.