| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| DIETZ, FUTRELL AND WALTERS3 Filed as: DIETZ FUTRELL & WALTERS INSURANCE | PO BOX 477 BEVERLY, OH 45715 | COMMUNITY INSURANCE COMPANY | $36K | $362 | $36K | — |
| SCHWENDEMAN AGENCY, INC.3 Filed as: SCHWENDEMAN AGENCY INC | 109 PUTNAM STREET MARIETTA, OH 45750 | COMMUNITY INSURANCE COMPANY | $3K | — | $3K | — |
| SHAWAN MARQUIS AGENCY INC | 110 EAST WILSON BRIDGE RD STE 260 COLUMBUS, OH 43085 | COMMUNITY INSURANCE COMPANY | $38 | — | $38 | — |
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 | 160 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 160 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | COMMUNITY INSURANCE COMPANY | 160 | $0 |
| Vision | COMMUNITY INSURANCE COMPANY | 158 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 160 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.