| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ACCELERATED FINANCIAL PLANNING3 Filed as: ACCELERATED FINANCIAL PLANNING SVC | 5880 VENTURE DR DUBLIN, OH 430176141 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $5K | — | $5K | 5.66% |
| EXECUTIVE BENEFITS/WILSON BROKERAGE3 | 120 EAST 4TH ST SUITE 600 CINCINNATI, OH 45202 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $49 | — | $49 | 0.06% |
| INTEGRATED EMPLOYEE BENEFIT SOLUTIO3 Filed as: INTEGRATED EMP. BENEFIT SOLUTIONS | 5880 VENTURE DR DUBLIN, OH 43017 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $3K | $638 | $3K | 8.31% |
| GREGORY SCOTT FUEHRER3 | 21545 TIMBER OAK CT STRONGSVILLE, OH 44149 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $965 | $0 | $965 | 2.51% |
| DAVID C PETNO3 Filed as: DAVID C. PETNO | 80 WEST CASE HUDSON, OH 44236 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $351 | $0 | $351 | 0.91% |
| MICHAEL D VAN METER3 | 3795 MT. PLEASANT NW #18 NORTH CANTON, OH 44720 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $323 | $0 | $323 | 0.84% |
| EDWARD ROYSE3 Filed as: EDWARD P. KENDALL, JR. | 86 WALCREEK DRIVE WEST GAHANNA, OH 43230 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $312 | $0 | $312 | 0.81% |
| DIANA RAUCH3 | 2644 CLARIMONT COURT COLUMBUS, OH 43220 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $203 | $28 | $231 | 0.60% |
| STEVE MAMICK3 | 1127 FIRESIDE TRAIL BROADVIEW HTS, OH 44147 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $200 | $0 | $200 | 0.52% |
| LINCOLN FINANCIAL GROUP3 Filed as: THE LINCOLN NATIONAL LIFE INSURANCE | 1300 SOUTH CLINTON ST FORT WAYNE, IN 46802 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $110 | $0 | $110 | 0.29% |
| HOWARD B MESZAROS3 Filed as: HOWARD B. MESZAROS | 8680 COLVIN DRIVE PLAIN CITY, OH 43064 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $101 | $1 | $102 | 0.27% |
| INTEGRATED EMPLOYEE BENEFIT SOLUTIO3 Filed as: INTEGRATED BENEFIT COMMUNICATIONS | 5880 VENTURE DR DUBLIN, OH 43017 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $94 | $2 | $96 | 0.25% |
| DENNIS N SHAY3 Filed as: DENNIS SHAY | 409 MANILA PLACE WESTERVILLE, OH 43081 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $35 | $0 | $35 | 0.09% |
| KELLY MOTTOLA3 | 8576 MAJOR PLACE GALLOWAY, OH 43119 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $26 | $2 | $28 | 0.07% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: EDWARD W. BROWN III | 7045 CARRIAGE HILL DR BRECKSVILLE, OH 44141 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $16 | $0 | $16 | 0.04% |
| LINDA L MAMICK3 Filed as: LINDA L. MAMICK | 1127 FIRESIDE TRAIL BROADVIEW HTS, OH 44147 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.00% |
| ACCELERATED FINANCIAL PLANNING3 Filed as: ACCELERATED FINANCIAL PLANNING SVC | 5880 VENTURE DR, SUITE D DUBLIN, OH 43017 | PRUDENTIAL FINANCIAL | $766 | — | $766 | 7.43% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| COMMUNITY INSURANCE CO. DBA ANTHEM EIN 31-1440175 NONE | Other fees; Float revenue; Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Contract Administrator Service code 12 | — | $147K |
| ACCELERATED FINANCIAL PLANNING EIN 31-1120036 NONE | Other commissions; Non-monetary compensation; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $26K |
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 | 235 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 237 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 162 | $87K |
| Vision | EYEMED VISION CARE | 231 | $14K |
| Life insurance(2 contracts, 2 carriers) | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | 200 | $49K |
| Short-term disability(2 contracts, 2 carriers) | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 162 | $125K |
| Stop-loss / reinsurancereinsurance | COMMUNITY INSURANCE COMPANY, DBA ANTHEM BLUE CROSS AND BLUE SHIELD | 189 | $189K |
| Other | PRUDENTIAL FINANCIAL | 200 | $10K |
| 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.