| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ADVANTAGE CONSULTANTS AGENCY INC3 Filed as: ADVANTAGE CONSULTANTS AGENCY INC. | 215 WEST GARFIELD RD SUITE 250 AURORA, OH 44202 | DEARBORN NATIONAL LIFE INSURANCE CO | $6K | — | $6K | 10.22% |
| HUNTINGTON INSURANCE INC3 Filed as: HUNTINGTON INSURANCE, INC. | 37 W BROAD STREET 7TH FL COLUMBUS, OH 43215 | DEARBORN NATIONAL LIFE INSURANCE CO | — | $819 | $819 | 1.35% |
| ADVANTAGE CONSULTANTS AGENCY INC3 Filed as: ADVANTAGE CONSULTANTS AGENCY INC. | 215 W GARFIELD RD STE 250 AURORA, OH 44202 | SUN LIFE ASSURANCE COMPANY OF CANADA | $3K | — | $3K | 10.81% |
| DMC BENEFITS INC3 | 1485 PRINCE CHARLES AVE WESTLAKE, OH 44145 | SUN LIFE ASSURANCE COMPANY OF CANADA | $2K | — | $2K | 5.00% |
| MANAGMENT COMPENSATION GROUP/3 Filed as: MANAGMENT COMPENSATION GROUP | 3445 PEACHTREE RD NE STE 200 ATLANTA, GA 30326 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $3K | $595 | $4K | 24.44% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP INSURANCE SERVICES INC. | 1250 CAPITAL OF TEXAS HWY BLDG 2 STE 125 AUSTIN, TX 78746 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $503 | $503 | 3.49% |
| ADVANTAGE CONSULTANTS AGENCY INC3 Filed as: ADVANTAGE CONSULTANTS AGENCY INC. | 215 WEST GARFIELD ROAD SUITE 250 AURORA, OH 44202 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $779 | — | $779 | 6.82% |
| HUDOCK EUGENE3 | 36380 CHURCHILL DRIVE SOLON, OH 44139 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $628 | — | $628 | 5.50% |
| HUDOCK LAURA3 | 2415 ASHDALE DR TWINSBURG, OH 44087 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $140 | — | $140 | 1.23% |
| BENEFIT ENROLLMENT SVCS INC3 | 30628 DETROIT RD #139 WESTLAKE, OH 44145 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $74 | — | $74 | 0.65% |
| BOSTON THOMAS W3 | 139 MARKET AVE NE HARTVILLE, OH 44632 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $63 | — | $63 | 0.55% |
| TROXELL DONNA I3 | ALLSTATE WORKPLACE DIVISION 308 WARRENDALE RAOD WEXFORD, PA 15090 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $5 | — | $5 | 0.04% |
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 | 64 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 64 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | MEDICAL MUTUAL | 71 | $390K |
| Dental | SUN LIFE ASSURANCE COMPANY OF CANADA | 55 | $31K |
| Vision | SUN LIFE ASSURANCE COMPANY OF CANADA | 55 | $31K |
| Life insurance(2 contracts, 2 carriers) | DEARBORN NATIONAL LIFE INSURANCE CO | 140 | $72K |
| Short-term disability | AMERICAN HERITAGE LIFE INSURANCE COMPANY | 50 | $11K |
| Long-term disability(3 contracts, 3 carriers) | DEARBORN NATIONAL LIFE INSURANCE CO | 140 | $86K |
| Prescription drug | MEDICAL MUTUAL | 71 | $390K |
| Stop-loss / reinsurancereinsurance | MEDICAL MUTUAL | 71 | $390K |
| Other(2 contracts, 2 carriers) | DEARBORN NATIONAL LIFE INSURANCE CO | 140 | $72K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 140 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.