| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| NATIONAL BENEFIT CENTER3 | 6830 COCHRAN ROAD SOLON, OH 44139 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $4K | $4K | 4.00% |
| GREGORY & APPEL, INC.3 Filed as: GREGORY AND APPEL INC. | 1402 NORTH CAPITAL SUITE 400 INDIANAPOLIS, IN 46202 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $528 | $528 | 0.59% |
| NATIONAL BENEFIT CENTER3 | 6830 COCHRAN ROAD SOLON, OH 44139 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $2K | $2K | 4.00% |
| GREGORY & APPEL, INC.3 Filed as: GREGORY AND APPEL INC. | 1402 NORTH CAPITAL SUITE 400 INDIANAPOLIS, IN 46202 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $173 | $173 | 0.46% |
| NATIONAL BENEFIT CENTER3 | 6830 COCHRAN ROAD SOLON, OH 44139 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $1K | $1K | 4.00% |
| GREGORY & APPEL, INC.3 Filed as: GREGORY & APPEL INC. | 1402 NORTH CAPITAL SUITE 400 INDIANAPOLIS, IN 46202 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $239 | $239 | 0.64% |
| NATIONAL BENEFIT CENTER3 | 6830 COCHRAN ROAD SOLON, OH 44139 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $1K | $1K | 4.00% |
| GREGORY & APPEL, INC.3 Filed as: GREGORY AND APPEL INC. | 1402 NORTH CAPITAL SUITE 400 INDIANAPOLIS, IN 46202 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $163 | $163 | 0.46% |
| NATIONAL BENEFIT CENTER3 | 6830 COCHRAN ROAD SOLON, OH 44139 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $881 | $881 | 4.00% |
| GREGORY & APPEL, INC.3 Filed as: GREGORY AND APPEL INC | 1402 NORTH CAPITAL SUITE 400 INDIANAPOLIS, IN 46202 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $177 | $177 | 0.80% |
| J L BASS & ASSOCIATES3 Filed as: J.L. BASS AND ASSOCIATES INC. | 6558 OLIVE BRANCH LANE INDIANAPOLIS, IN 46237 | AFLAC | $306 | — | $306 | 3.03% |
| MICHAEL DUANE ARNOLD3 | 2147 BUTTONBUSH DRIVE PLAINFIELD, IN 46168 | AFLAC | $122 | — | $122 | 1.21% |
| RITA J ABRAM3 | 11500 GOLDEN WILLOW COURT ZIONSVILLE, IN 46077 | AFLAC | $116 | — | $116 | 1.15% |
| ROBERT W BURGETT3 | 1701 WEST 18TH STREET SUITE A INDIANAPOLIS, IN 46202 | AFLAC | $110 | — | $110 | 1.09% |
| BRIANNA LYNN ROWE3 | 3386 CHALICE COURT PLAINFIELD, IN 46168 | AFLAC | $88 | — | $88 | 0.87% |
| JENNIFER NORDEEN3 Filed as: JENNIFER LYNN NORDEEN | 6558 OLIVE BRANCH LANE INDIANAPOLIS, IN 46237 | AFLAC | $50 | — | $50 | 0.49% |
| ROBERT T WRIGHT3 | 3980 CORBY STREET NORTHWEST UNIONTOWN, OH 44685 | AFLAC | $39 | — | $39 | 0.39% |
| SHAWN M THEIS3 | 8056 AQUADALE DRIVE YOUNGSTOWN, OH 44512 | AFLAC | $28 | — | $28 | 0.28% |
| JAMES A BURRESS3 | 8755 OGDEN DUNES DRIVE CAMBY, IN 46113 | AFLAC | $24 | — | $24 | 0.24% |
| HOLLY L MOSS3 | 1706 CHAMPIONSHIP BOULEVARD FRANKLIN, TN 37064 | AFLAC | $22 | — | $22 | 0.22% |
| NAVILLE & ASSOCIATES3 | 5511 MOSER KNOB ROAD FLOYDS KNOBS, IN 47119 | AFLAC | $21 | — | $21 | 0.21% |
| YEN H HUYNH3 | 1224 NORTHWEST 29TH STREET OKLAHOMA CITY, OK 73106 | AFLAC | $21 | — | $21 | 0.21% |
| LARRY P CLEMENTS3 | 53 PINEBROOKE DRIVE WESTERVILLE, OH 43082 | AFLAC | $18 | — | $18 | 0.18% |
| JUSTIN PAUL COX3 | 1103 SCHROCK ROAD SUITE 201 COLUMBUS, OH 43229 | AFLAC | $17 | — | $17 | 0.17% |
| JASON A NAVILLE3 | 5511 MOSER KNOB ROAD FLOYDS KNOBS, IN 47119 | AFLAC | $13 | — | $13 | 0.13% |
| LOUIS CULLEN SMITH3 | 3205 QUIET TREE GROVE OLD HICKORY, TN 37138 | AFLAC | $10 | — | $10 | 0.10% |
| JOHN D TYLER3 | 2131 KILEY WAY EDMOND, OK 73034 | AFLAC | $8 | — | $8 | 0.08% |
| JORDAN S SMITH3 | 22 PUBLIC SQUARE SUITE 14 COLUMBIA, TN 38401 | AFLAC | $7 | — | $7 | 0.07% |
| MATTHEW A COOK3 | 10069 BENT TREE LANE FISHERS, IN 46037 | AFLAC | $7 | — | $7 | 0.07% |
| JON R OVERACRE3 | 10502 WEST 133RD TERRACE APARTMENT 107 OVERLAND PARK, KS 66213 | AFLAC | $6 | — | $6 | 0.06% |
| MARK A WOJDA3 | 631 GREENFORD TRAIL WEST CARMEL, IN 46032 | AFLAC | $6 | — | $6 | 0.06% |
| JOHN T CLANCY3 | 4025 PETE DYE BOULEVARD CARMEL, IN 46033 | AFLAC | $5 | — | $5 | 0.05% |
| HARE AND ASSOCIATES LLC3 | 6324 TARTON FIELDS LANE MASON, OH 45040 | AFLAC | $5 | — | $5 | 0.05% |
| JORDAN LYNN FUNK3 | 917 COUNTY ROAD 100 NORTH THOMPSONVILLE, IL 62890 | AFLAC | $5 | — | $5 | 0.05% |
| JORDAN S SMITH3 | 240 WILSON PIKE CIRCLE SUITE 200 BRENTWOOD, TN 37027 | AFLAC | $4 | — | $4 | 0.04% |
| JENNIFER L MITCHEN3 | 9247 NORTH MERIDIAN STREET SUITE 205 INDIANAPOLIS, IN 46260 | AFLAC | $4 | — | $4 | 0.04% |
| AMY N GEHLHAUSEN3 | 3115 HOWARD DRIVE JASPER, IN 47546 | AFLAC | $3 | — | $3 | 0.03% |
| SCOTT A SMITH3 | 5300 OAKBROOK PARKWAY SUITE 300 NORCROSS, GA 30093 | AFLAC | $2 | — | $2 | 0.02% |
| JACK A SHADE3 | 690 TREEN BEND COURT WESTERVILE, OH 43082 | AFLAC | $2 | — | $2 | 0.02% |
| JAMES M FLETCHER3 | 254 JOHN STREET AURORA, IN 47001 | AFLAC | $1 | — | $1 | 0.01% |
| JOHN D SUSIE3 | 8682 HAWICK COURT NORTH DUBLIN, OH 43017 | AFLAC | $1 | — | $1 | 0.01% |
| JOSHUA K HOPPE3 | 85076 MAJESTIC WALK CIRCLE FERNANDINA BEACH, FL 32034 | AFLAC | $1 | — | $1 | 0.01% |
| OPPORTUNITY INC3 Filed as: OPPORTUNITY INC. | 9404 WOODCHIP LANE BROADVIEW HEIGHTS, OH 44147 | AFLAC | $1 | — | $1 | 0.01% |
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 | 1,040 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 9 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,049 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | VISION SERVICE PLAN | 580 | $118K |
| Life insurance(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 1,040 | $127K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 195 | $36K |
| Long-term disability(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 295 | $60K |
| Other(3 contracts, 2 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 1,040 | $137K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,040 | — |
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.