| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ACCELERATED FINANCIAL PLANNING3 Filed as: ACCELERATED FINANCIAL PLANNING INC | 5880 VENTURE DRIVE SUITE D DUBLIN, OH 43017 | COMMUNITY INSURANCE COMPANY | $1K | $216 | $2K | 0.80% |
| ACCELERATED FINANCIAL PLANNING3 Filed as: ACCELERATED FINANCIAL PLANNING INC | 5880 VENTURE DRIVE SUITE D DUBLIN, OH 43017 | COMMUNITY INSURANCE COMPANY | $4K | — | $4K | 5.00% |
| SCHAUER GROUP INC3 | 200 MARKET AVENUE NORTH CANTON, OH 44702 | AMERICAN UNITED LIFE INSURANCE COMPANY | $6K | $440 | $6K | 13.79% |
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 | 162 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 163 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | COMMUNITY INSURANCE COMPANY | 134 | $85K |
| Vision | COMMUNITY INSURANCE COMPANY | 123 | $211K |
| Life insurance | AMERICAN UNITED LIFE INSURANCE COMPANY | 209 | $47K |
| Short-term disability | AMERICAN UNITED LIFE INSURANCE COMPANY | 209 | $47K |
| Long-term disability | AMERICAN UNITED LIFE INSURANCE COMPANY | 209 | $47K |
| Stop-loss / reinsurancereinsurance | COMMUNITY INSURANCE COMPANY | 123 | $211K |
| Other(2 contracts, 2 carriers) | INTEGRATED WELLNESS SOLUTIONS, LLC | 231 | $94K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 231 | — |
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.