| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| NATIONAL BENEFIT CENTER3 | 6830 COCHRAN ROAD SOLON, OH 44139 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $5K | $5K | 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 | — | $2K | $2K | 2.17% |
| 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 | — | $1K | $1K | 1.83% |
| 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 | — | $999 | $999 | 2.24% |
| 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 & APPEL INC. | 1402 NORTH CAPITAL SUITE 400 INDIANAPOLIS, IN 46202 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $1K | $1K | 2.98% |
| 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 | — | $716 | $716 | 2.86% |
| J L BASS & ASSOCIATES3 Filed as: J.L. BASS AND ASSOCIATES INC. | 6558 OLIVE BRANCH LANE INDIANAPOLIS, IN 46237 | AFLAC | $194 | — | $194 | 3.05% |
| ROBERT W BURGETT3 | 1701 WEST 18TH STREET SUITE A INDIANAPOLIS, IN 46202 | AFLAC | $65 | — | $65 | 1.02% |
| MICHAEL DUANE ARNOLD3 | 2147 BUTTONBUSH DRIVE PLAINFIELD, IN 46168 | AFLAC | $62 | — | $62 | 0.98% |
| BRIANNA LYNN ROWE3 | 3386 CHALICE COURT PLAINFIELD, IN 46168 | AFLAC | $61 | — | $61 | 0.96% |
| RITA J ABRAM3 | 11500 GOLDEN WILLOW COURT ZIONSVILLE, IN 46077 | AFLAC | $55 | — | $55 | 0.87% |
| JENNIFER NORDEEN3 Filed as: JENNIFER LYNN NORDEEN | 6558 OLIVE BRANCH LANE INDIANAPOLIS, IN 46237 | AFLAC | $36 | — | $36 | 0.57% |
| ROBERT T WRIGHT3 | 3980 CORBY STREET NORTHWEST UNIONTOWN, OH 44685 | AFLAC | $32 | — | $32 | 0.50% |
| YEN H HUYNH3 | 1224 NW 29TH STREET OKLAHOMA CITY, OK 73106 | AFLAC | $17 | — | $17 | 0.27% |
| JAMES A BURRESS3 | 8755 OGDEN DUNES DRIVE CAMBY, IN 46113 | AFLAC | $17 | — | $17 | 0.27% |
| HOLLY L MOSS3 | 1706 CHAMPIONSHIP BOULEVARD FRANKLIN, TN 37064 | AFLAC | $16 | — | $16 | 0.25% |
| NAVILLE & ASSOCIATES3 | 5511 MOSER KNOB ROAD FLOYDS KNOBS, IN 47119 | AFLAC | $15 | — | $15 | 0.24% |
| SHAWN M THEIS3 | 8056 AQUADALE DRIVE YOUNGSTOWN, OH 44512 | AFLAC | $15 | — | $15 | 0.24% |
| LARRY P CLEMENTS3 | 53 PINEBROOKE DRIVE WESTERVILLE, OH 43082 | AFLAC | $13 | — | $13 | 0.20% |
| JUSTIN PAUL COX3 | 1103 SCHROCK ROAD SUITE 201 COLUMBUS, OH 43229 | AFLAC | $11 | — | $11 | 0.17% |
| JASON A NAVILLE3 | 5511 MOSER KNOB ROAD FLOYDS KNOBS, IN 47119 | AFLAC | $10 | — | $10 | 0.16% |
| JORDAN S SMITH3 | 240 WILSON PIKE CIRCLE SUITE 200 BRENTWOOD, TN 37027 | AFLAC | $8 | — | $8 | 0.13% |
| LOUIS CULLEN SMITH3 | 3205 QUIET TREE GROVE OLD HICKORY, TN 37138 | AFLAC | $8 | — | $8 | 0.13% |
| JOHN D TYLER3 | 2131 KILEY WAY EDMOND, OK 73034 | AFLAC | $6 | — | $6 | 0.09% |
| JON R OVERACRE3 | 10502 WEST 133RD TERRACE APARTMENT 107 OVERLAND PARK, KS 66213 | AFLAC | $4 | — | $4 | 0.06% |
| HARE AND ASSOCIATES LLC3 | 6324 TARTON FIELDS LANE MASON, OH 45040 | AFLAC | $4 | — | $4 | 0.06% |
| MATTHEW A COOK3 | 10069 BENT TREE LANE FISHERS, IN 46037 | AFLAC | $4 | — | $4 | 0.06% |
| MARK A WOJDA3 | 631 GREENFORD TRAIL WEST CARMEL, IN 46032 | AFLAC | $3 | — | $3 | 0.05% |
| JOHN T CLANCY3 | 4025 PETE DYE BOULEVARD CARMEL, IN 46033 | AFLAC | $3 | — | $3 | 0.05% |
| JORDAN LYNN FUNK3 | 917 COUNTY ROAD 100 N THOMPSONVILLE, IL 62890 | AFLAC | $3 | — | $3 | 0.05% |
| JENNIFER L MITCHEN3 | 9247 NORTH MERIDIAN STREET SUITE 205 INDIANAPOLIS, IN 46240 | AFLAC | $2 | — | $2 | 0.03% |
| AMY N GEHLHAUSEN3 | 3115 HOWARD DRIVE JASPER, IN 47546 | AFLAC | $2 | — | $2 | 0.03% |
| JUSTIN PAUL COX3 | 450 WEST WILSON BRIDGE ROAD SUITE 110 WORTHINGTON, OH 43085 | AFLAC | $2 | — | $2 | 0.03% |
| JACK A SHADE3 | 690 TREE BEND COURT WESTERVILLE, OH 43082 | AFLAC | $1 | — | $1 | 0.02% |
| SCOTT A SMITH3 | 5300 OAKBROOK PARKWAY SUITE 300 NORCROSS, GA 30093 | AFLAC | $1 | — | $1 | 0.02% |
| JAMES M FLETCHER3 | 254 JOHN STREET AURORA, IN 47001 | AFLAC | $1 | — | $1 | 0.02% |
| JOHN D SUSIE3 | 8682 HAWICK COURT N DUBLIN, OH 43017 | AFLAC | $1 | — | $1 | 0.02% |
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 | 1,183 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 8 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,191 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | VISION SERVICE PLAN | 675 | $131K |
| Life insurance(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 1,183 | $155K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 298 | $45K |
| Long-term disability(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 340 | $80K |
| Other(3 contracts, 2 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 1,183 | $162K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,183 | — |
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.