| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LEONARD ADAMS INSURANCE INC3 Filed as: LEONARD INSURANCE SERVICES | 4244 MT PLEASANT ST NW STE 200 CANTON, OH 447205469 | AULTCARE INSURANCE COMPANY | $6K | $0 | $6K | 2.23% |
| LEONARD INS SVCS AGCY INC3 Filed as: LEONARD INS SERVICES AGENCY INC | 4244 MT PLEASANT ST NW CANTON, OH 44720 | DELTA DENTAL | $4K | $0 | $4K | 6.14% |
| LEONARD INSURANCE SERVICES AGENCY3 Filed as: LEONARD INS SERVICES AGENCY IN | 4244 MT PLEASANT ST NW STE 200 CANTON, OH 447205469 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $4K | $253 | $4K | 12.39% |
| PETERSON FINANCIAL INC3 Filed as: PETERSON FINANCIAL INS | 605 BRADY AVENUE STEUBENVILLE, OH 43952 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | — | $1K | 4.95% |
| CBF BENEFITS INC3 | 808 CEDAR AVENUE PITTSBURGH, PA 15212 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $796 | $36 | $832 | 3.19% |
| NORTHWEST WORKSITE MARKETING CORP3 | 1910 INDIANWOOD CIRCLE MAUMEE, OH 43537 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $643 | $53 | $696 | 2.67% |
| LEONARD ADAMS INSURANCE INC3 Filed as: LEONARD INSURANCE SERVICES | 4244 MOUNT PLEASANT ST NW NORTH CANTON, OH 44720 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $691 | — | $691 | 2.65% |
| SCHAUER GROUP INC3 Filed as: SCHAUER GROUP INS | 200 MARKET AVE N CANTON, OH 44702 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $335 | — | $335 | 1.28% |
| CHAD B FISHER3 | 206 WEST NORTH AVENUE PITTSBURGH, PA 15212 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $140 | $45 | $185 | 0.71% |
| JAMES DANIEL MARTINETTE3 | 2001 DECATUR AVENUE WHEELING, WV 26003 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $122 | $20 | $142 | 0.54% |
| BRENDA BOWLING-MORROW3 | 7525 WEST MOORESVILLE RD CAMBY, IN 46113 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15 | — | $15 | 0.06% |
| LEONARD INS SVCS AGCY INC3 Filed as: LEONARD INS SERV AGCY INC | PO BOX 9160 CANTON, OH 447119160 | UNITED HEALTHCARE INSURANCE COMPANY | $1K | $0 | $1K | 10.76% |
| PETERSON FINANCIAL INC3 Filed as: PETERSON FINANCIAL INS | 605 BRADY AVENUE STEUBENVILLE, OH 43952 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $301 | — | $301 | 5.35% |
| CBF BENEFITS INC3 | 808 CEDAR AVE PITTSBURGH, PA 15212 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $226 | $14 | $240 | 4.26% |
| NORTHWEST WORKSITE MARKETING CORP3 | 1910 INDIANWOOD CIRCLE MAUMEE, OH 43537 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $191 | $14 | $205 | 3.64% |
| LEONARD ADAMS INSURANCE INC3 Filed as: LEONARD INSURANCE SERVICES | 4244 MOUNT PLEASANT ST NW NORTH CANTON, OH 44720 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $162 | — | $162 | 2.88% |
| SCHAUER GROUP INC3 | 200 MARKET AVE N CANTON, OH 44702 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $79 | — | $79 | 1.40% |
| CHAD B FISHER3 | 206 WEST NORTH AVE PITTSBURGH, PA 15212 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $22 | $6 | $28 | 0.50% |
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 | 208 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 208 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | AULTCARE INSURANCE COMPANY | 228 | $394K |
| Dental | DELTA DENTAL | 248 | $68K |
| Vision | UNITED HEALTHCARE INSURANCE COMPANY | 84 | $11K |
| Life insurance(3 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 208 | $67K |
| Short-term disability(2 contracts) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 40 | $32K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 208 | $36K |
| Prescription drug(2 contracts) | AULTCARE INSURANCE COMPANY | 228 | $394K |
| Other(2 contracts) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 40 | $32K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 248 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.