| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ACCELERATED FINANCIAL PLANNING3 Filed as: ACCELERATED FINANCIAL PLANNING AGEN | 5880 VENTURE DRIVE DUBLIN, OH 43017 | COMMUNITY INSURANCE COMPANY | — | $543 | $543 | 0.17% |
| USI INSURANCE SERVICES LLC3 | — | COMMUNITY INSURANCE COMPANY | $5K | — | $5K | 4.64% |
| ACCELERATED FINANCIAL PLANNING3 Filed as: ACCELERATED FINANCIAL PLANNING INC | — | COMMUNITY INSURANCE COMPANY | $389 | — | $389 | 0.36% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES LLC MIDWEST | PO BOX 62889 CINCINNATI OPCO VIRGINIA BEACH, VA 23466 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $5K | — | $5K | 10.86% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INS SERVICES LLC MIDWEST | PO BOX 62889 GRAND RAPIDS OPCO VIRGINIA BEACH, VA 23466 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $2K | $2K | 4.83% |
| ACCELERATED FINANCIAL PLANNING3 Filed as: ACCELERATED FINANCIAL PLANNING INC | 5880 VENTURE DR STE D DUBLIN, OH 43017 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | — | $2K | 4.14% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INS SERVICES LLC | PO BOX 62889 VIRGINIA BEACH, VA 23466 | COMMUNITY INSURANCE COMPANY | $2K | — | $2K | 6.95% |
| ACCELERATED FINANCIAL PLANNING3 Filed as: ACCELERATED FINANCIAL PLANNING INC | 5880 VENTURE DRIVE SUITE D DUBLIN, OH 43017 | COMMUNITY INSURANCE COMPANY | $720 | — | $720 | 3.05% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES LLC MIDWEST | PO BOX 62889 CINCINNATI OPCO VIRGINIA BEACH, VA 23466 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | — | $2K | 10.99% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INS SERVICES LLC MIDWEST | PO BOX 62889 GRAND RAPIDS OPCO VIRGINIA BEACH, VA 23466 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $923 | $923 | 4.59% |
| ACCELERATED FINANCIAL PLANNING3 Filed as: ACCELERATED FINANCIAL PLANNING INC | 5880 VENTURE DR STE D DUBLIN, OH 43017 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $806 | — | $806 | 4.01% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES LLC MIDWEST | PO BOX 62889 CINCINNATI OPCO VIRGINIA BEACH, VA 23466 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $701 | — | $701 | 11.15% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INS SERVICES LLC MIDWEST | PO BOX 62889 GRAND RAPIDS OPCO VIRGINIA BEACH, VA 23466 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $258 | $258 | 4.10% |
| ACCELERATED FINANCIAL PLANNING3 Filed as: ACCELERATED FINANCIAL PLANNING INC | 5880 VENTURE DR STE D DUBLIN, OH 43017 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $242 | — | $242 | 3.85% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES LLC MIDWEST | PO BOX 62889 CINCINNATI OPCO VIRGINIA BEACH, VA 23466 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $431 | — | $431 | 7.04% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INS SERVICES LLC MIDWEST | PO BOX 62889 GRAND RAPIDS OPCO VIRGINIA BEACH, VA 23466 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $288 | $288 | 4.71% |
| ACCELERATED FINANCIAL PLANNING3 Filed as: ACCELERATED FINANCIAL PLANNING INC | 5880 VENTURE DR STE D DUBLIN, OH 43017 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $181 | — | $181 | 2.96% |
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 | 267 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 267 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | COMMUNITY INSURANCE COMPANY | 156 | $109K |
| Vision | COMMUNITY INSURANCE COMPANY | 158 | $24K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 267 | $48K |
| Long-term disability(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 84 | $26K |
| Stop-loss / reinsurancereinsurance | COMMUNITY INSURANCE COMPANY | 199 | $329K |
| Other(4 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 290 | $107K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 290 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.