No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| SOUTHERN BENEFIT ADMINISTRATORS EIN 62-1116095 NONE | Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $845K |
| SLEVIN AND HART, P.C. EIN 52-1708613 NONE | Legal Service code 29 | — | $51K |
| CHARLES SKIDMORE EIN 34-1031303 EMPLOYEE OF PLAN SPONSOR | Employee (plan sponsor); Other commissions Service code 35 | 24950 COUNTRY CLUB BLVD. SUITE 340 NORTH OLMSTED, OH 44070 | $42K |
| CHRISTIAN FLY EIN 34-1031303 EMPLOYEE OF PLAN SPONSOR | Employee (plan sponsor); Other commissions Service code 35 | 24950 COUNTRY CLUB BLVD. SUITE 340 NORTH OLMSTED, OH 44070 | $42K |
| CHRISTOPHER BOUDION EIN 34-1031303 EMPLOYEE OF PLAN SPONSOR | Employee (plan sponsor); Other commissions Service code 35 | 24950 COUNTRY CLUB BLVD. SUITE 340 NORTH OLMSTED, OH 44070 | $42K |
| CHRISTOPHER MALLEY EIN 34-1031303 EMPLOYEE OF PLAN SPONSOR | Employee (plan sponsor); Other commissions Service code 35 | 24950 COUNTRY CLUB BLVD. SUITE 340 NORTH OLMSTED, OH 44070 | $42K |
| DARRIN TOLLIVER EIN 34-1031303 EMPLOYEE OF PLAN SPONSOR | Employee (plan sponsor); Other commissions Service code 35 | 24950 COUNTRY CLUB BLVD. SUITE 340 NORTH OLMSTED, OH 44070 | $42K |
| GREGORY HALE EIN 26-6365479 EMPLOYEE OF PLAN SPONSOR | Employee (plan sponsor); Other commissions Service code 35 | 24950 COUNTRY CLUB BLVD. SUITE 340 NORTH OLMSTED, OH 44070 | $42K |
| JAY SEEGMILLER EIN 34-1031303 EMPLOYEE OF PLAN SPONSOR | Employee (plan sponsor); Other commissions Service code 35 | 24950 COUNTRY CLUB BLVD. SUITE 340 NORTH OLMSTED, OH 44070 | $42K |
| JOSEPH SOLITO JR. EIN 34-1031303 EMPLOYEE OF PLAN SPONSOR | Employee (plan sponsor); Other commissions Service code 35 | 24950 COUNTRY CLUB BLVD. SUITE 340 NORTH OLMSTED, OH 44070 | $42K |
| SAMUEL BEARSON EIN 34-1031303 EMPLOYEE OF PLAN SPONSOR | Employee (plan sponsor); Other commissions Service code 35 | 24950 COUNTRY CLUB BLVD. SUITE 340 NORTH OLMSTED, OH 44070 | $42K |
| STEVE WHITE EIN 34-1031303 EMPLOYEE OF PLAN SPONSOR | Other commissions; Employee (plan sponsor) Service code 35 | 24950 COUNTRY CLUB BLVD. SUITE 340 NORTH OLMSTED, OH 44070 | $42K |
| DAVID LIDDLE EIN 34-1031303 EMPLOYEE OF PLAN SPONSOR | Other commissions; Employee (plan sponsor) Service code 35 | 24950 COUNTRY CLUB BLVD. SUITE 340 NORTH OLMSTED, OH 44070 | $28K |
| CALIBRE CPA GROUP PLLC EIN 47-0900880 NONE | Accounting (including auditing) Service code 10 | — | $14K |
| SERGE DECOSTE EIN 34-1031303 EMPLOYEE OF PLAN SPONSOR | Other commissions; Employee (plan sponsor) Service code 35 | 24950 COUNTRY CLUB BLVD. SUITE 340 NORTH OLMSTED, OH 44070 | $14K |
| THE ERISA ADVISORY GROUP EIN 45-2841488 NONE | Other services Service code 49 | — | $13K |
| US BANK NONE | Other fees Service code 99 | PO BOX 70870 ST. PAUL, MN 55170 | $12K |
| HARTLAND AND COMPANY NONE | Investment management fees paid directly by plan Service code 51 | 1100 SUPERIOR AVENUE CLEVELAND, OH 44114 | $5K |
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 | 39,476 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 39,476 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 4,298 | $3.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,298 | — |
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."
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.