| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CORPORATE PLANS, LLC3 Filed as: CORPORATE PLANS, INC. | 6830 COCHRAN ROAD SOLON, OH 44139 | MEDICAL MUTUAL | $53K | $29K | $82K | 2.05% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES NATIONAL INC | PO BOX 220748 CHARLOTTE, NC 28222 | SUNLIFE ASSURANCE COMPANY OF CANADA | $20K | — | $20K | 4.54% |
| CORPORATE PLANS, LLC3 Filed as: CORPORATE PLANS, INC. | 6830 COCHRAN ROAD SOLON, OH 44139 | DELTA DENTAL OF OHIO | $12K | — | $12K | 5.02% |
| CORPORATE PLANS, LLC3 Filed as: CORPORATE PLANS LLC | 6830 COCHRAN ROAD SOLON, OH 44139 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $16K | $11K | $27K | 16.80% |
| CORPORATE PLANS, LLC3 Filed as: CORPORATE PLANS LLC | 6830 COCHRAN ROAD SOLON, OH 44139 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $15K | $10K | $25K | 16.67% |
| CORPORATE PLANS, LLC3 Filed as: CORPORATE PLANS LLC | 6830 COCHRAN ROAD SOLON, OH 44139 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $12K | $8K | $20K | 16.13% |
| CORPORATE PLANS, LLC3 Filed as: CORPORATE PLANS LLC | 6830 COCHRAN ROAD SOLON, OH 44139 | THE LINCOLN NATIONAL LIFE INSURANCE AGENCY | $2K | $2K | $4K | 17.93% |
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 | 608 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 608 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | MEDICAL MUTUAL | 608 | $4.0M |
| Dental | DELTA DENTAL OF OHIO | 860 | $243K |
| Vision | MEDICAL MUTUAL | 608 | $4.0M |
| Life insurance(3 contracts, 3 carriers) | SUNLIFE ASSURANCE COMPANY OF CANADA | 606 | $631K |
| Short-term disability(4 contracts, 3 carriers) | SUNLIFE ASSURANCE COMPANY OF CANADA | 606 | $781K |
| Long-term disability(2 contracts, 2 carriers) | SUNLIFE ASSURANCE COMPANY OF CANADA | 606 | $572K |
| Prescription drug | MEDICAL MUTUAL | 608 | $4.0M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 860 | — |
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."
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.