| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HYLANT GROUP INC3 | 811 MADISON AVE TOLEDO, OH 43604 | UNITED HEALTHCARE INSURANCE COMPANY | $7K | $35K | $42K | 2.89% |
| HYLANT GROUP INC3 | 811 MADISON AVE TOLEDO, OH 43604 | UNITED HEALTHCARE INSURANCE COMPANY | $827 | $0 | $827 | 0.53% |
| HYLANT GROUP INC3 | 811 MADISON AVE TOLEDO, OH 43604 | UNITED HEALTHCARE INSURANCE COMPANY | $2K | $0 | $2K | 13.62% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF OH LLC DBA STRAT | 3900 KINROSS LAKES PKWY SUITE #300 RICHFIELD, OH 44286 | ALLSTATE | $595 | $0 | $595 | 4.65% |
| INSGROUP INC3 Filed as: FIRST INS GROUP OF THE MIDWEST INC | 511 FIFTH STREET DEFIANCE, OH 43512 | ALLSTATE | $544 | $0 | $544 | 4.26% |
| MICHAEL MINER3 | 301 N. MAIN ST. SUITE 1030 WINSTON SALEM, NC 27101 | ALLSTATE | $49 | $0 | $49 | 0.38% |
| TAG 2 BENEFITS INC3 | PO BOX 87 BURNET, TX 78611 | ALLSTATE | $34 | $0 | $34 | 0.27% |
| TAG BENEFITS GROUP LLC3 | 502 N MAIN ST 139 WEATHERFORD, TX 76086 | ALLSTATE | $9 | $0 | $9 | 0.07% |
| INSGROUP INC3 Filed as: FIRST INS GROUP OF THE MIDWEST INC | 511 FIFTH STREET DEFIANCE, OH 43512 | ALLSTATE | $306 | $0 | $306 | 4.46% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF OH LLC DBA STRAT | 3900 KINROSS LAKES PKWY SUITE #300 RICHFIELD, OH 44286 | ALLSTATE | $261 | $0 | $261 | 3.81% |
| MICHAEL MINER3 | 301 N. MAIN ST. SUITE 1030 WINSTON SALEM, NC 27101 | ALLSTATE | $30 | $0 | $30 | 0.44% |
| TAG 2 BENEFITS INC3 | PO BOX 87 BURNET, TX 78611 | ALLSTATE | $29 | $0 | $29 | 0.42% |
| TAG BENEFITS GROUP LLC3 | 502 N MAIN ST #139 WEATHERFORD, TX 76086 | ALLSTATE | $8 | $0 | $8 | 0.12% |
| INSGROUP INC3 Filed as: FIRST INS GROUP OF THE MIDWEST INC | 511 FIFTH STREET DEFIANCE, OH 43512 | ALLSTATE | $82 | $0 | $82 | 1.40% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF OH LLC DBA STRAT | 3900 KINROSS LAKES PKWY SUITE #300 RICHFIELD, OH 44286 | ALLSTATE | $77 | $0 | $77 | 1.31% |
| TAG 2 BENEFITS INC3 | PO BOX 87 BURNET, TX 78611 | ALLSTATE | $18 | $0 | $18 | 0.31% |
| TAG BENEFITS GROUP LLC3 | 502 N MAIN ST 139 WEATHERFORD, TX 76086 | ALLSTATE | $8 | $0 | $8 | 0.14% |
| MICHAEL MINER3 | 301 N. MAIN ST. SUITE 1030 WINSTON SALEM, NC 27101 | ALLSTATE | $3 | $0 | $3 | 0.05% |
| AON CONSULTING INC3 Filed as: ALLSTATE HEWITT | 1776 AHL DR JACKSONVILLE, FL 32224 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $252 | $0 | $252 | 7.10% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF OH LLC DBA STRAT | 3900 KINROSS LAKES PKWY SUITE #300 RICHFIELD, OH 44286 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $252 | $0 | $252 | 7.10% |
| HYLANT GROUP INC3 | 811 MADISON AVE TOLEDO, OH 43604 | TRUSTMARK INSURANCE COMPANY | $409 | $0 | $409 | 15.29% |
| STRATEGIC ENROLLMENT SERVICES INC.3 Filed as: STRATEGIC ENROLLMENT SERVICE | 27064 OAKMEAD DR PERRYSBURG, OH 43551 | TRUSTMARK INSURANCE COMPANY | $0 | $0 | $0 | 0.00% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF OH LLC DBA STRAT | 3900 KINROSS LAKES PKWY SUITE #300 RICHFIELD, OH 44286 | ALLSTATE | $109 | $0 | $109 | 4.52% |
| INSGROUP INC3 Filed as: FIRST INS GROUP OF THE MIDWEST INC | 511 FIFTH STREET DEFIANCE, OH 43512 | ALLSTATE | $106 | $0 | $106 | 4.40% |
| MICHAEL MINER3 | 301 N. MAIN ST. SUITE 1030 WINSTON SALEM, NC 27101 | ALLSTATE | $6 | $0 | $6 | 0.25% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF OH LLC DBA STRAT | 3900 KINROSS LAKES PKWY SUITE #300 RICHFIELD, OH 44286 | ALLSTATE | $86 | $0 | $86 | 4.98% |
| INSGROUP INC3 Filed as: FIRST INS GROUP OF THE MIDWEST INC | 511 FIFTH STREET DEFIANCE, OH 43512 | ALLSTATE | $74 | $0 | $74 | 4.29% |
| HYLANT GROUP INC3 | 811 MADISON AVE TOLEDO, OH 43604 | TRUSTMARK INSURANCE COMPANY | $150 | $0 | $150 | 16.80% |
| STRATEGIC ENROLLMENT SERVICES INC.3 Filed as: STRATEGIC ENROLLMENT SERVICE | 27064 OAKMEAD DR PERRYSBURG, OH 43551 | TRUSTMARK INSURANCE COMPANY | $0 | $0 | $0 | 0.00% |
| HYLANT GROUP INC3 | 811 MADISON AVE TOLEDO, OH 43604 | TRUSTMARK INSURANCE COMPANY - CHE | $117 | $0 | $117 | 18.43% |
| STRATEGIC ENROLLMENT SERVICES INC.3 Filed as: STRATEGIC ENROLLMENT SERVICE | 27064 OAKMEAD DR PERRYSBURG, OH 43551 | TRUSTMARK INSURANCE COMPANY - CHE | $0 | $0 | $0 | 0.00% |
| HYLANT GROUP INC3 | 811 MADISON AVE TOLEDO, OH 43604 | TRUSTMARK INSURANCE COMPANY | $147 | $0 | $147 | 25.88% |
| STRATEGIC ENROLLMENT SERVICES INC.3 Filed as: STRATEGIC ENROLLMENT SERVICE | 27064 OAKMEAD DR PERRYSBURG, OH 43551 | TRUSTMARK INSURANCE COMPANY | $0 | $0 | $0 | 0.00% |
| HYLANT GROUP INC3 | 10401 N MERIDIAN, SUITE 200 INDIANAPOLIS, IN 46290 | ANTHEM LIFE INSURANCE COMPANY | $176 | $0 | $176 | — |
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 | 220 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 220 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | UNITED HEALTHCARE INSURANCE COMPANY | 220 | $1.6M |
| Life insurance(3 contracts, 3 carriers) | UNITED HEALTHCARE INSURANCE COMPANY | 202 | $22K |
| Short-term disability(2 contracts, 2 carriers) | UNITED HEALTHCARE INSURANCE COMPANY | 202 | $29K |
| Long-term disability | ALLSTATE | 25 | $13K |
| Prescription drug(2 contracts) | UNITED HEALTHCARE INSURANCE COMPANY | 220 | $1.6M |
| Other(9 contracts, 5 carriers) | UNITED HEALTHCARE INSURANCE COMPANY | 202 | $36K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 220 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.