| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| SOURCEONE GROUP LLC3 Filed as: SOURCEONE GROUP INC | — | AMERICAN UNITED LIFE INSURANCE COMPANY | $49K | — | $49K | 6.20% |
| SOURCE INSURANCE, LLC3 Filed as: SOURCE GROUP LLC | 6628 CONSTITUTION DR FORT WAYNE, IN 46804 | AFLAC | $12K | — | $12K | 5.80% |
| DONALD E SPRINGER3 | 5715 RIVER RUN TRAIL FORT WAYNE, IN 46825 | AFLAC | $4K | $45 | $4K | 1.90% |
| MOLLY KURTZ3 Filed as: MOLLY MARIE KURTZ | 1154 E 900 N OSSIAN, IN 46777 | AFLAC | $3K | $40 | $3K | 1.29% |
| JONATHAN DAVID BESWARICK3 | 220 INSURANCE DR FORT WAYNE, IN 46825 | AFLAC | $1K | $192 | $2K | 0.82% |
| ERIC BROGAN3 Filed as: ERIC SPENGEL | 103 N MAIN STREET CROWN POINT, IN 46307 | AFLAC | $1K | $67 | $1K | 0.71% |
| KELLI CRAWFORD3 | 7330 HAWKSNEST TRL FORT WAYNE, IN 46835 | AFLAC | $1K | — | $1K | 0.53% |
| SARA BRITA3 | 1005 WESCOTT DRIVE FORT WAYNE, IN 46818 | AFLAC | $1K | — | $1K | 0.53% |
| ROBERT J LAWRENCE3 | 15409 SPENCERVILLE ROAD GRABILL, IN 46741 | AFLAC | $921 | $9 | $930 | 0.46% |
| TERYY SEILER3 | 1652 HOWELL ST FORT WAYNE, IN 46808 | AFLAC | $881 | — | $881 | 0.43% |
| BRIAN DILL3 | 4614 N 615 W HUNTINGTON, IN 46750 | AFLAC | $351 | $251 | $602 | 0.29% |
| AMY COALSON3 Filed as: AMY J COALSON | 180 LANE 282 HAMILTON LK HAMILTON, IN 46742 | AFLAC | $589 | — | $589 | 0.29% |
| JOHN W COURT3 | 11206 SHALIMAR DR FORT WAYNE, IN 46845 | AFLAC | $509 | — | $509 | 0.25% |
| NICHOLAS DEAN SHIPE3 | 11037 BROADWAY STE C CROWN POINT, IN 46307 | AFLAC | $389 | — | $389 | 0.19% |
| JUSTIN C CARSON3 Filed as: JUSTIN FINTON | 112 S ANDERSON ST ELWOOD, IN 46036 | AFLAC | $313 | — | $313 | 0.15% |
| LESTERS NIVENS3 | 1201 LIMBERLOST TRL ROME CITY, IN 46784 | AFLAC | $304 | — | $304 | 0.15% |
| MICHELLE L SEXTON3 Filed as: MICHELLE SEXTON | 220 INSURANCE DR STE A FORT WAYNE, IN 46825 | AFLAC | $258 | — | $258 | 0.13% |
| RICHARD UHRICK3 | P.O. BOX 93 LAOTTO, IN 46763 | AFLAC | $223 | — | $223 | 0.11% |
| MICHAEL MCEVOY3 | 376 N WALNUT ST COLUMBIA CITY, IN 46725 | AFLAC | $216 | — | $216 | 0.11% |
| CHARLES D. BLOCK3 Filed as: CHARLES GRAY | 3122 MARIAS DR FORT WAYNE, IN 46815 | AFLAC | $193 | — | $193 | 0.09% |
| LORI MINYARD3 | 14420 ALLISON DR CARMEL, IN 46033 | AFLAC | $190 | — | $190 | 0.09% |
| JEREMY JAY JOHNSON3 Filed as: JEREMY JOHNSON | 7633 BRAXTON DR NOBLESVILLE, IN 46062 | AFLAC | $157 | — | $157 | 0.08% |
| DOUGLAS FOX3 | 6836 THAYER LAKE DR ALDEN, MI 49612 | AFLAC | $123 | — | $123 | 0.06% |
| NAVILLE & ASSOCIATES3 | 5511 MOSER KNOB ROAD FLOYDS KNOBS, IN 47119 | AFLAC | $116 | — | $116 | 0.06% |
| JEFFREY D HARNED3 Filed as: JEFFREY HINES | 6225 SUGAR TREE PL FORT WAYNE, IN 46835 | AFLAC | $102 | — | $102 | 0.05% |
| JOHN D TYLER3 Filed as: JOHN TYLER & ASSOC | 2131 KILEY WAY EDMOND, OK 73034 | AFLAC | $98 | — | $98 | 0.05% |
| DAVID R KREMER3 | 2150 ASSOCIATION DR STE 150 OKEMOS, MI 48864 | AFLAC | $90 | — | $90 | 0.04% |
| ROBIN M CALLAWAY3 Filed as: ROBIN ASKINS | 427 N LINCOLN PARK WARSAW, IN 46582 | AFLAC | $77 | — | $77 | 0.04% |
| CURTISS ANDERSON3 | 214 CLAIBORNE DR COLUMBIA CITY, IN 46725 | AFLAC | $65 | — | $65 | 0.03% |
| DANNY R. OSTER3 Filed as: DANNY WHITMIRE | 16474 PRETTY VIEW DR PLYMOUTH, IN 46563 | AFLAC | $61 | — | $61 | 0.03% |
| CHRISTINA JONES3 | 520 N MAIN ST RUSHVILLE, IN 46173 | AFLAC | $56 | — | $56 | 0.03% |
| CAROL PURDY FIELDS3 Filed as: CAROL THOMPSON | 51717 SUMMER WOOD CT GRANGER, IN 46530 | AFLAC | $45 | — | $45 | 0.02% |
| RUTH BOLARD3 | 8940A STATE ROUTE 34 YORKVILLE, IL 60560 | AFLAC | $36 | — | $36 | 0.02% |
| MARK A WOJDA3 | 16258 DOGWOOD LN PLYMOUTH, IN 46563 | AFLAC | $34 | — | $34 | 0.02% |
| JOHN T CLANCY3 Filed as: JOHN CLANCY | 4025 PETE DYE BLVD CARMEL, IN 46033 | AFLAC | $34 | — | $34 | 0.02% |
| JOANNE SHEEHAN3 | 10640 BLACK BEAR TRL HARRISON, MI 48625 | AFLAC | $31 | — | $31 | 0.02% |
| KYLE DUANE DAFLER3 Filed as: KYLE DAFLER | 2431 HAWKINS ROAD RICHMOND, IN 47374 | AFLAC | $30 | — | $30 | 0.01% |
| MATTHEW G BERGER Filed as: MATTHEW COOK | 10069 BENT TREE LN FISHERS, IN 46037 | AFLAC | $30 | — | $30 | 0.01% |
| JOEL GOSS3 | 1363 JACOBS DR FORT WAYNE, IN 46814 | AFLAC | $29 | — | $29 | 0.01% |
| CYNTHIA GRAY3 | 105 DAVENTRY LN STE 100 LOUISVILLE, KY 40223 | AFLAC | $28 | — | $28 | 0.01% |
| RODNEY RUBERG3 | 2692 W MIAMI TRL MARION, IN 46952 | AFLAC | $26 | — | $26 | 0.01% |
| MATTHEW NACHAZEL3 | 16473 BAYWOOD LN GRANGER, IN 46530 | AFLAC | $23 | — | $23 | 0.01% |
| BRIANNA LYNN ROWE3 Filed as: BRIANNA ROWE | 3386 CHALICE CT PLAINFIELD, IN 46168 | AFLAC | $23 | — | $23 | 0.01% |
| JAMES M FLETCHER3 Filed as: JAMES FLETCHER | 7325 CLUBHOUSE DR FORT WAYNE, IN 46835 | AFLAC | $22 | — | $22 | 0.01% |
| AMY E COHEN3 Filed as: AMY GEHLHAUSEN | 3115 HOWARD DR JASPER, IN 47546 | AFLAC | $21 | — | $21 | 0.01% |
| CHRIS BOULDREY3 | P.O. BOX 602 CONCORD, MI 49237 | AFLAC | $19 | — | $19 | 0.01% |
| JEFFREY LUXENBERG3 Filed as: JEFFREY LUEXENBERG | 307 LONGTREE LN LOGANSPORT, IN 46947 | AFLAC | $15 | — | $15 | 0.01% |
| REBECCA MORRIS3 | 13566 ALICANTE WAY FORT WAYNE, IN 46845 | AFLAC | $14 | — | $14 | 0.01% |
| RONALD ALDRICH3 | 8802 E 300 N FREEMONT, IN 46737 | AFLAC | $13 | — | $13 | 0.01% |
| WORTHAM SAN ANTONIO INC3 Filed as: JOHN GLAUB | 54369 30TH ST SOUTH BEND, IN 46635 | AFLAC | $10 | — | $10 | 0.00% |
| RONALD A DASHKOVITZ3 Filed as: RONALD DASHKOVITZ | 139 W LAKE LANDSING ROAD EAST LANSING, MI 48823 | AFLAC | $7 | — | $7 | 0.00% |
| GREGORY W ALDRICH3 Filed as: GREGORY ALDRICH | 4675 W 100 S ANGOLA, IN 46703 | AFLAC | $7 | — | $7 | 0.00% |
| DAYTON LLC3 | 5445 DTC PARKWAY STE 1036 GREENWOOD VILLAGE, CO 80111 | AFLAC | $6 | — | $6 | 0.00% |
| ASSUREDPARTNERS3 Filed as: JENNIFER MITCHEN | 9247 N MERDIAIAN ST INDIANAPOLIS, IN 46260 | AFLAC | $5 | — | $5 | 0.00% |
| CARRIE S FLATEN3 Filed as: CARRIE SCHRAMM | 10418 PRETTY LAKE TRL PLYMOUTH, IN 46563 | AFLAC | $4 | — | $4 | 0.00% |
| PATRICIA J MICKELS3 Filed as: PATRICIA MICKELS | 5251 N LAKE RD CLARKLAKE, MI 49234 | AFLAC | $4 | — | $4 | 0.00% |
| TODD DEVOSS3 | 321 N CLARK ST CHICAGO, IL 60654 | AFLAC | $3 | — | $3 | 0.00% |
| JOSEPH P CALARCO3 Filed as: JOSEPH NASCA | 28081 W MAPLE AVE BARRINGTON, IL 60010 | AFLAC | $3 | — | $3 | 0.00% |
| JACQUELINE CASTRO3 | 131 E39TH ST APT 3 NEW YORK, NY 10016 | AFLAC | $3 | — | $3 | 0.00% |
| BRIAN W PATTEN3 Filed as: BRIAN PATTEN | 120 MARGUERITE DR STE 101 CRANBERRY TOWNSHIP, PA 16066 | AFLAC | $3 | — | $3 | 0.00% |
| KAREN SUE KIEFER3 Filed as: KAREN KIEFER | 2517 JACOBS CREEK RUN FORT WAYNE, IN 46825 | AFLAC | $3 | — | $3 | 0.00% |
| BRENT C ALDRICH3 Filed as: BRENT ALDRICH | 812 NICHOLAS TRL FREMONT, IN 46737 | AFLAC | $2 | — | $2 | 0.00% |
| MICHELLE J HALLER3 Filed as: MICHELLE CALVIN | P.O. BOX 99 JONESVILLE, MI 49250 | AFLAC | $2 | — | $2 | 0.00% |
| GINA MORT3 | 8280 E US 60 LOT 27 PIERCETON, IN 46562 | AFLAC | $1 | — | $1 | 0.00% |
| KEVIN F WARD3 Filed as: KEVIN WARD | 12632 DOUBLE EAGLE DR CARMEL, IN 46033 | AFLAC | $1 | — | $1 | 0.00% |
| SOURCEONE GROUP LLC3 Filed as: SOURCEONE GROUP INC | — | EYEMED | $8K | — | $8K | 10.77% |
| INNOVATIVE BROKER SOLUTIONS LTD3 Filed as: INNOVATIVE BROKER SOLUTIONS | — | EYEMED | $2K | — | $2K | 3.23% |
| SOURCEONE GROUP LLC3 | — | AFLAC | $2K | — | $2K | 5.31% |
| DONALD E SPRINGER3 Filed as: DONALD SPRINGER | — | AFLAC | $679 | — | $679 | 2.17% |
| MOLLY KURTZ3 | — | AFLAC | $470 | $117 | $587 | 1.87% |
| JONATHAN DAVID BESWARICK3 Filed as: JONATHAN BESWARICK | — | AFLAC | $225 | $32 | $257 | 0.82% |
| KELLI CRAWFORD3 | — | AFLAC | $189 | — | $189 | 0.60% |
| ROBERT J LAWRENCE3 Filed as: ROBERT LAWRENCE | — | AFLAC | $186 | — | $186 | 0.59% |
| ERIC BROGAN3 Filed as: ERIC SPENGEL | — | AFLAC | $127 | $56 | $183 | 0.58% |
| NICHOLAS E VIGIL3 Filed as: NICHOLAS SHIPE | — | AFLAC | $152 | — | $152 | 0.49% |
| SARA BRITA3 | — | AFLAC | $142 | — | $142 | 0.45% |
| JUSTIN C CARSON3 Filed as: JUSTIN FINTON | — | AFLAC | $88 | — | $88 | 0.28% |
| TERRY J SILVERS3 Filed as: TERRY SEILER | — | AFLAC | $66 | — | $66 | 0.21% |
| WORTHAM SAN ANTONIO INC3 Filed as: JOHN COURT | — | AFLAC | $60 | — | $60 | 0.19% |
| DAVID J MCCLELLAN3 Filed as: DAVID KREMER | — | AFLAC | $58 | — | $58 | 0.19% |
| MICHAEL MCEVOY3 | — | AFLAC | $56 | — | $56 | 0.18% |
| MICHELLE L SEXTON3 Filed as: MICHELLE SEXTON | — | AFLAC | $50 | — | $50 | 0.16% |
| ROBIN M CALLAWAY3 Filed as: ROBIN ASKINS | — | AFLAC | $46 | — | $46 | 0.15% |
| RICHARD UHRICK3 | — | AFLAC | $45 | — | $45 | 0.14% |
| JEFFREY D HARNED3 Filed as: JEFFREY HINES | — | AFLAC | $37 | — | $37 | 0.12% |
| DANNY R. OSTER3 Filed as: DANNY WHITMIRE | — | AFLAC | $33 | — | $33 | 0.11% |
| BRIAN WHITE3 Filed as: BRIAN GREGORY DILL | — | AFLAC | $16 | $15 | $31 | 0.10% |
| JERRY DUNCAN3 Filed as: JERRY MACHAMER | — | AFLAC | $26 | — | $26 | 0.08% |
| LORI MINYARD3 | — | AFLAC | $24 | — | $24 | 0.08% |
| CURTISS ANDERSON3 | — | AFLAC | $22 | — | $22 | 0.07% |
| CHARLES D. BLOCK3 Filed as: CHARLES GRAY | — | AFLAC | $22 | — | $22 | 0.07% |
| AMY COALSON3 | — | AFLAC | $21 | — | $21 | 0.07% |
| NAVILLE & ASSOCIATES3 | — | AFLAC | $21 | — | $21 | 0.07% |
| CAROL PURDY FIELDS3 Filed as: CAROL THOMPSON | — | AFLAC | $18 | — | $18 | 0.06% |
| LESTES NIVENS3 | — | AFLAC | $13 | — | $13 | 0.04% |
| REBECCA MORRIS3 | — | AFLAC | $12 | — | $12 | 0.04% |
| DOUGLAS FOX3 | — | AFLAC | $11 | — | $11 | 0.04% |
| JOHN D TYLER3 Filed as: JOHN TYLER & ASSOC | — | AFLAC | $7 | — | $7 | 0.02% |
| MARK A WOJDA3 Filed as: MARK WOJDA | — | AFLAC | $7 | — | $7 | 0.02% |
| JOHN T CLANCY3 Filed as: JOHN CLANCY | — | AFLAC | $7 | — | $7 | 0.02% |
| MATTHEW G BERGER3 Filed as: MATTHEW COOK | — | AFLAC | $5 | — | $5 | 0.02% |
| WORTHAM SAN ANTONIO INC3 Filed as: JOHN GLAUB | — | AFLAC | $5 | — | $5 | 0.02% |
| AMY E COHEN3 Filed as: AMY GEHLHAUSEN | — | AFLAC | $4 | — | $4 | 0.01% |
| DAYTON LLC3 | — | AFLAC | $3 | — | $3 | 0.01% |
| TODD DEVOSS3 | — | AFLAC | $3 | — | $3 | 0.01% |
| JOSEPH P CALARCO3 Filed as: JOSEPH NASCA | — | AFLAC | $3 | — | $3 | 0.01% |
| JACQUELINE CASTRO3 | — | AFLAC | $3 | — | $3 | 0.01% |
| BRIAN W PATTEN3 Filed as: BRIAN PATTEN | — | AFLAC | $3 | — | $3 | 0.01% |
| ASSUREDPARTNERS3 Filed as: JENNIFER MITCHEN | — | AFLAC | $2 | — | $2 | 0.01% |
| MATTHEW NACHAZEL3 | — | AFLAC | $2 | — | $2 | 0.01% |
| CARRIE S FLATEN3 Filed as: CARRIE SCHRAMM | — | AFLAC | $2 | — | $2 | 0.01% |
| BRIANNA LYNN ROWE3 Filed as: BRIANNA ROWE | — | AFLAC | $1 | — | $1 | 0.00% |
| SOURCEONE GROUP LLC3 | — | AFLAC | $773 | — | $773 | 5.17% |
| MOLLY KURTZ3 | — | AFLAC | $698 | — | $698 | 4.67% |
| ERIC BROGAN3 Filed as: ERIC SPENGEL | — | AFLAC | $181 | — | $181 | 1.21% |
| SARA BRITA3 | — | AFLAC | $126 | — | $126 | 0.84% |
| JOHNATHAN DAVID BESWARICK3 Filed as: JOHNATHAN BESWARICK | — | AFLAC | $126 | — | $126 | 0.84% |
| JOHN PARKER3 | — | AFLAC | $117 | — | $117 | 0.78% |
| MICHAEL CUNNINGHAM3 | — | AFLAC | $64 | — | $64 | 0.43% |
| TERRY J SILVERS3 Filed as: TERRY SEILER | — | AFLAC | $52 | — | $52 | 0.35% |
| BRIAN DILL3 | — | AFLAC | $52 | — | $52 | 0.35% |
| MARKOWSKI INS AGENCY INC3 | — | AFLAC | $16 | — | $16 | 0.11% |
| MARK METTILLE3 Filed as: MARK HUFAND | — | AFLAC | $13 | — | $13 | 0.09% |
| GAYLORD I KAUFFMAN3 Filed as: GAYLORD KAUFFMAN | — | AFLAC | $5 | — | $5 | 0.03% |
| ROBERTA DICKINSON3 | — | AFLAC | $4 | — | $4 | 0.03% |
| MICHAEL C WALKER3 Filed as: MICHAEL QUINN | — | AFLAC | $3 | — | $3 | 0.02% |
| OPPORTUNITY INC3 | — | AFLAC | $2 | — | $2 | 0.01% |
| RAYMOND B LINGLE3 Filed as: RAYMOND DREIBELBIS | — | AFLAC | $1 | — | $1 | 0.01% |
| MOLLY KURTZ3 | — | AFLAC | $528 | $200 | $728 | 5.11% |
| CAROL REINHARD3 | — | AFLAC | $183 | — | $183 | 1.28% |
| SARA BRITA3 | — | AFLAC | $174 | — | $174 | 1.22% |
| JONATHAN DAVID BESWARICK3 Filed as: JONATHAN BESWARICK | — | AFLAC | $96 | $33 | $129 | 0.91% |
| DAVID N MULLINS JR3 Filed as: DAVID MULLINS | — | AFLAC | $104 | — | $104 | 0.73% |
| CHAD L NELSON3 Filed as: CHAD POLLOCK | — | AFLAC | $63 | — | $63 | 0.44% |
| ERIC BROGAN3 Filed as: ERIC SPENGEL | — | AFLAC | $63 | — | $63 | 0.44% |
| BRIAN DILL3 | — | AFLAC | $33 | — | $33 | 0.23% |
| MARK METTILLE3 Filed as: MARK TOPOLSKI | — | AFLAC | $30 | — | $30 | 0.21% |
| ANDREW CONNORS3 | — | AFLAC | $30 | — | $30 | 0.21% |
| BRIAN DAY3 | — | AFLAC | $16 | — | $16 | 0.11% |
| KEVIN W LAWSON3 Filed as: KEVIN LAWSON | — | AFLAC | $15 | — | $15 | 0.11% |
| HENSLEY AND ASSOCIATES LLC3 Filed as: HENSLEY AND ASSOCIATES | — | AFLAC | $8 | — | $8 | 0.06% |
| WILLIAM ROBERTS3 | — | AFLAC | $7 | — | $7 | 0.05% |
| IAN B BRANYON3 Filed as: IAN BRANYON | — | AFLAC | $7 | — | $7 | 0.05% |
| BRUCE MEYER3 | — | AFLAC | $5 | — | $5 | 0.04% |
| JOSEPH P CALARCO3 Filed as: JOSEPH EVANS | — | AFLAC | $4 | — | $4 | 0.03% |
| GARY METER3 | — | AFLAC | $3 | — | $3 | 0.02% |
| DARREN D RIDDLE3 Filed as: DARREN BRUNO | — | AFLAC | $1 | — | $1 | 0.01% |
| HARE AND ASSOCIATES LLC3 Filed as: HARE AND ASSOCIATES | — | AFLAC | $1 | — | $1 | 0.01% |
| RANDY M SOMERMAN3 Filed as: RANDY SOMERMAN | — | AFLAC | $1 | — | $1 | 0.01% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| KEY BENEFIT ADMINISTRATORS, INC EIN 35-0145036 NONE | Contract Administrator Service code 13 | 8330 ALLISON POINTE TRAIL INDIANAPOLIS, IN 46250 | $236K |
| AMERICAN HEALTH DATA INSTITUTE EIN 35-2048379 NONE | Contract Administrator Service code 13 | 8330 ALLISON POINTE TRAIL INDIANAPOLIS, IN 46250 | $109K |
| SOURCEONE GROUP EIN 35-2155556 NONE | Insurance agents and brokers Service code 22 | 6628 CONSTITUTION DR FORT WAYNE, IN 46804 | $78K |
| CIGNA EIN 84-0467907 NONE | Contract Administrator Service code 13 | P.O. BOX 645014 CINCINNATI, OH 45264 | $10K |
| LUTHERAN PREFERRED EIN 35-2034810 NONE | Contract Administrator Service code 13 | — | $6K |
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 | 977 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 7 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 984 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | COMPANION LIFE INSURANCE | 977 | $498K |
| Vision | EYEMED | 1,373 | $73K |
| Life insurance | AMERICAN UNITED LIFE INSURANCE COMPANY | 1,100 | $797K |
| Long-term disability | AMERICAN UNITED LIFE INSURANCE COMPANY | 1,100 | $797K |
| Other(5 contracts, 2 carriers) | AMERICAN UNITED LIFE INSURANCE COMPANY | 1,100 | $1.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,373 | — |
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.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.