| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HUNTINGTON INSURANCE INC3 | 37 W BROAD STREET COLUMBUS, OH 43215 | ANTHEM INSURANCE COMPANIES, INC. | $15K | — | $15K | 18.77% |
| HUNTINGTON INSURANCE INC3 Filed as: HUNTINGTON INS INC | 37 W BROAD ST FL 7 COLUMBUS, OH 43215 | PRINCIPAL LIFE INSURANCE COMPANY | $2K | $532 | $2K | 7.86% |
| MARSHBERRY CONNECT PLATFORM LLC3 | PO BOX 72560 CLEVELAND, OH 44192 | PRINCIPAL LIFE INSURANCE COMPANY | — | $126 | $126 | 0.43% |
| HUNTINGTON INSURANCE INC3 | 221 SOUTH CHURCH ST BOWLING GREEN, OH 43402 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $548 | — | $548 | 4.68% |
| ROGLE INC3 | 7460 LANTERN RD INDIANAPOLIS, IN 43256 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $362 | $72 | $434 | 3.71% |
| KAMI L STANLEY3 | 3303 S 79TH ST LINCOLN, NE 68506 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $121 | $20 | $141 | 1.21% |
| MARIA VERONICA JARQUE3 | 4744 N PAULINA ST APT 1E CHICAGO, IL 60640 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $58 | $13 | $71 | 0.61% |
| DANA LYNN POWER3 | 7634 SAND POINT INDIANAPOLIS, IN 46240 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $23 | — | $23 | 0.20% |
| WENDY DAWN PACK3 | 16109 WATT WAY RAMONA, CA 92065 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | — | $9 | 0.08% |
| HUNTINGTON INSURANCE INC3 Filed as: HUNTINGTON INS INC | 37 W BROAD ST FL 7 COLUMBUS, OH 43215 | PRINCIPLE LIFE INSURANCE COMPANY | $475 | $48 | $523 | 9.85% |
| MARSHBERRY CONNECT PLATFORM LLC3 | PO BOX 72560 CLEVELAND, OH 44192 | PRINCIPLE LIFE INSURANCE COMPANY | — | $23 | $23 | 0.43% |
| HUNTINGTON INSURANCE INC3 Filed as: HUNTINGTON INS INC | 37 WEST BROAD STREET FL 7 COLUMBUS, OH 43215 | PRINCIPAL LIFE INSURANCE COMPANY | $407 | $71 | $478 | 10.74% |
| MARSHBERRY CONNECT PLATFORM LLC3 | PO BOX 72560 CLEVELAND, OH 44192 | PRINCIPAL LIFE INSURANCE COMPANY | — | $22 | $22 | 0.49% |
| HUNTINGTON INSURANCE INC3 Filed as: HUNTINGTON INS INC | 37 W BROAD ST FL 7 COLUMBUS, OH 43215 | PRINIPAL LIFE INSURANCE COMPANY | $593 | $87 | $680 | 15.77% |
| MARSHBERRY CONNECT PLATFORM LLC3 | PO BOX 72560 CLEVELAND, OH 44192 | PRINIPAL LIFE INSURANCE COMPANY | — | $21 | $21 | 0.49% |
| HUNTINGTON INSURANCE INC3 Filed as: HUNTINGTON INS INC | 37 W BROAD ST FL 7 COLUMBUS, OH 43215 | PRINCIPLE LIFE INSURANCE COMPANY | $438 | $63 | $501 | 15.48% |
| MARSHBERRY CONNECT PLATFORM LLC3 | PO BOX 72560 CLEVELAND, OH 44192 | PRINCIPLE LIFE INSURANCE COMPANY | — | $15 | $15 | 0.46% |
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 | 97 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 98 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | ANTHEM INSURANCE COMPANIES, INC. | 70 | $79K |
| Dental(2 contracts, 2 carriers) | ANTHEM INSURANCE COMPANIES, INC. | 90 | $108K |
| Vision | PRINCIPLE LIFE INSURANCE COMPANY | 76 | $5K |
| Life insurance | PRINCIPAL LIFE INSURANCE COMPANY | 82 | $4K |
| Long-term disability | PRINIPAL LIFE INSURANCE COMPANY | 21 | $4K |
| Other(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 14 | $15K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 90 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.