| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF OHIO LLC | 3900 KINROSS LAKES PKWY STE 300 RICHFIELD, OH 442869381 | UNITEDHEALTHCARE INSURANCE COMPANY | $31K | $0 | $31K | 4.14% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF OHIO LLC | 3900 KINROSS LAKES PKWY STE 300 RICHFIELD, OH 44286 | SUN LIFE ASSURANCE COMPANY OF CANADA | $7K | $0 | $7K | 7.94% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF OHIO LLC | 3900 KINROSS LAKES PKWY STE 300 RICHFIELD, OH 442869381 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | $0 | $3K | 4.84% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF OHIO LLC | 3900 KINROSS LAKES PKWY #300 RICHFIELD, OH 44286 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $180 | $0 | $180 | 15.00% |
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 | 153 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 14 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 167 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTHCARE INSURANCE COMPANY | 179 | $759K |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 274 | $54K |
| Life insurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 168 | $90K |
| Long-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 168 | $90K |
| Other(2 contracts, 2 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 168 | $92K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 274 | — |
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.