| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ACCELERATED FINANCIAL PLANNING3 Filed as: ACCELERATED FINANCIAL PLANNING SVC | 5880 VENTURE DR DUBLIN, OH 43017 | COMMUNITY INSURANCE COMPANY, DBA ANTHEM BLUE CROSS AND BLUE SHIELD | — | $836 | $836 | 0.37% |
| ACCELERATED FINANCIAL PLANNING3 Filed as: ACCELERATED FINANCIAL PLANNING SVC | 5880 VENTURE DR DUBLIN, OH 430176141 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $4K | $0 | $4K | 4.81% |
| THE JAMES B OSWALD COMPANY3 Filed as: THE JAMES P OSWALD COMPANY | 1100 SUPERIOR AVE E, SUITE 1500 CLEVELAND, OH 44114 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $592 | $0 | $592 | 0.64% |
| INTEGRATED EMPLOYEE BENEFIT SOLUTIO3 Filed as: INTEGRATED EMP. BENEFIT SOLUTIONS | 5880 VENTURE DR DUBLIN, OH 43017 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $337 | $2K | 5.77% |
| DIANA RAUCH3 | 2644 CLARIMONT COURT COLUMBUS, OH 43220 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $933 | $112 | $1K | 2.86% |
| INTEGRATED EMPLOYEE BENEFIT SOLUTIO3 Filed as: INTEGRATED BENEFIT COMMUNICATIONS | 5880 VENTURE DR DUBLIN, OH 43017 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $347 | $10 | $357 | 0.98% |
| SHERRIE LYNN BUCHANAN3 | 815 SAVANNAH DR. COLUMBUS, OH 43228 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $219 | $30 | $249 | 0.68% |
| STEVE MAMICK3 | 1127 FIRESIDE TRAIL BROADVIEW HTS, OH 44147 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $142 | $0 | $142 | 0.39% |
| HOWARD B MESZAROS3 Filed as: HOWARD B. MESZAROS | 8680 COLVIN DRIVE PLAIN CITY, OH 43064 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $69 | $1 | $70 | 0.19% |
| GREGORY SCOTT FUEHRER3 | 21545 TIMBER OAK CT STRONGSVILLE, OH 44149 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $32 | $0 | $32 | 0.09% |
| DENNIS N SHAY3 Filed as: DENNIS SHAY | 409 MANILA PLACE WESTERVILLE, OH 43081 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $28 | $0 | $28 | 0.08% |
| EDWARD ROYSE3 Filed as: EDWARD P. KENDALL, JR. | 86 WALCREEK DRIVE WEST GAHANNA, OH 43230 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $11 | $0 | $11 | 0.03% |
| DAVID C PETNO3 Filed as: DAVID C. PETNO | 80 WEST CASE HUDSON, OH 44236 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $10 | $0 | $10 | 0.03% |
| MICHAEL D VAN METER3 | 3795 MT. PLEASANT NW #18 NORTH CANTON, OH 44720 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $7 | $0 | $7 | 0.02% |
| 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 | $7 | $0 | $7 | 0.02% |
| LINCOLN FINANCIAL GROUP3 Filed as: THE LINCOLN NATIONAL LIFE INSURANCE | 1300 SOUTH CLINTON ST FORT WAYNE, IN 46802 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $4 | $0 | $4 | 0.01% |
| ACCELERATED FINANCIAL PLANNING3 Filed as: ACCELERATED FINANCIAL PLANNING SVC | 5880 VENTURE DR, SUITE D DUBLIN, OH 43017 | PRUDENTIAL FINANCIAL | $631 | $0 | $631 | 5.14% |
| THE JAMES B OSWALD COMPANY3 Filed as: JAMES B OSWALD COMPANY | 1100 SUPERIOR AVE E, SUITE 1500 CLEVELAND, OH 44114 | PRUDENTIAL FINANCIAL | $232 | $0 | $232 | 1.89% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| COMMUNITY INSURANCE CO. DBA ANTHEM EIN 31-1440175 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Claims processing; Other fees; Contract Administrator; Float revenue Service code 12 | — | $138K |
| ACCELERATED FINANCIAL PLANNING EIN 31-1120036 NONE | Insurance agents and brokers; Other commissions; Non-monetary compensation; Insurance brokerage commissions and fees Service code 22 | — | $29K |
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 | 234 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 234 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 171 | $92K |
| Life insurance(2 contracts, 2 carriers) | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | 208 | $49K |
| Short-term disability(2 contracts, 2 carriers) | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 171 | $128K |
| Stop-loss / reinsurancereinsurance | COMMUNITY INSURANCE COMPANY, DBA ANTHEM BLUE CROSS AND BLUE SHIELD | 202 | $225K |
| Other | PRUDENTIAL FINANCIAL | 208 | $12K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 208 | — |
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."
No prospect flags tripped on this filing.