| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ART HAUSER INSURANCE INC3 | 5905 E GALBRAITH ROAD SUITE 9000 CINCINNATI, OH 45236 | AETNA LIFE INSURANCE CO. | $18K | — | $18K | 4.66% |
| ART HAUSER INSURANCE INC3 | 5905 EAST GALBRAITH SUITE 9000 CINCINNATI, OH 45236 | AETNA HEALTH, INC. | $4K | — | $4K | 3.87% |
| HAUSER INC3 | 5905 E GALBRAITH ROAD SUITE 9000 CINCINNATI, OH 452362383 | KAISER FOUNDATION HEALTH PLAN, INC. | $2K | — | $2K | 6.21% |
| REUBEN WARNER ASSOCIATES, INC.3 Filed as: WARNER PACIFIC INSURANCE SERVICES | 32110 AGOURA ROAD WESTLAKE VILLAGE, CA 913614026 | KAISER FOUNDATION HEALTH PLAN, INC. | $1K | — | $1K | 2.97% |
| HAUSER INC3 Filed as: HAUSER INC. | 5905 E GALBRAITH ROAD SUITE 9000 CINCINNATI, OH 45236 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $640 | — | $640 | 19.99% |
| CENTRO BENEFITS RESEARCH LLC3 | 325 N KIRKWOOD ROAD SUITE 300 KIRKWOOD, MO 63122 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $160 | $160 | 5.00% |
| HAUSER INC3 Filed as: HAUSER INC. | 5905 E GALBRAITH ROAD SUITE 9000 CINCINNATI, OH 45236 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $409 | — | $409 | 19.98% |
| CENTRO BENEFITS RESEARCH LLC3 | 325 N KIRKWOOD ROAD SUITE 300 KIRKWOOD, MO 63122 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $102 | $102 | 4.98% |
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 | 0 | 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) | 0 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | AETNA LIFE INSURANCE CO. | 327 | $544K |
| Dental | AETNA LIFE INSURANCE CO. | 327 | $392K |
| Vision | AETNA LIFE INSURANCE CO. | 327 | $392K |
| Life insurance(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 0 | $0 |
| Prescription drug(3 contracts, 3 carriers) | AETNA LIFE INSURANCE CO. | 327 | $544K |
| Other(3 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 80 | $5K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 327 | — |
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."
Final-filing indicator set. Plan is winding down; don't waste sales effort here.