| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF OHIO LLC | 3900 KINROSS LAKES PKWY SUITE 300 RICHFIELD, OH 44286 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $16K | $2K | $18K | 9.73% |
| LEONARD ADAMS INSURANCE INC Filed as: LEONARD INSURANCE SERVICES | — | UNITED HEALTHCARE INSURANCE COMPANY | — | — | $0 | 0.00% |
| PETERSON FINANCIAL INC3 Filed as: PETERSON FINANCIAL INS | 548 CANTON RD WINTERSVILLE, OH 43953 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $149 | — | $149 | 1.93% |
| CBF BENEFITS INC3 | 808 CEDAR AVE PITTSBURGH, PA 15212 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $124 | — | $124 | 1.61% |
| SCHAUER GROUP INC3 | 200 MARKET AVE N CANTON, OH 44702 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $65 | — | $65 | 0.84% |
| NORTHWEST WORKSITE MARKETING CORP3 | 1910 INDIANWOOD CIRCLE MAUMEE, OH 43537 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $46 | — | $46 | 0.60% |
| LEONARD ADAMS INSURANCE INC3 Filed as: LEONARD INSURANCE SERVICES | 4244 MOUNT PLEASANT ST NW NORTH CANTON, OH 44720 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $19 | — | $19 | 0.25% |
| JAMES DANIEL MARTINETTE3 | 128 GLEN HOLLIN DR WHEELING, WV 26003 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | — | $7 | 0.09% |
| PETERSON FINANCIAL INC3 Filed as: PETERSON FINANCIAL INS | 548 CANTON RD WINTERSVILLE, OH 43953 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $17 | — | $17 | 2.14% |
| LEONARD ADAMS INSURANCE INC3 Filed as: LEONARD INSURANCE SERVICES | 4244 MOUNT PLEASANT ST NW NORTH CANTON, OH 44720 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | — | $9 | 1.13% |
| CBF BENEFITS INC3 | 808 CEDAR AVE PITTSBURGH, PA 15212 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | — | $9 | 1.13% |
| NORTHWEST WORKSITE MARKETING CORP3 | 1910 INDIANWOOD CIRCLE MAUMEE, OH 43537 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | — | $7 | 0.88% |
| SCHAUER GROUP INC3 | 200 MARKET AVE N CANTON, OH 44702 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.50% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| CORESOURCE EIN 35-1846036 NONE | Plan Administrator Service code 14 | — | $83K |
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 | 185 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 187 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITED HEALTHCARE INSURANCE COMPANY | 257 | $19K |
| Dental(2 contracts, 2 carriers) | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 257 | $206K |
| Vision(2 contracts, 2 carriers) | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 257 | $206K |
| Life insurance(3 contracts, 2 carriers) | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 227 | $196K |
| Short-term disability(2 contracts) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 15 | $9K |
| Long-term disability | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 227 | $187K |
| Stop-loss / reinsurancereinsurance | COMPANION LIFE INSURANCE COMPANY | 184 | $231K |
| Other(3 contracts, 2 carriers) | UNITED HEALTHCARE INSURANCE COMPANY | 257 | $27K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 257 | — |
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.