| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LINDA ANKNEY3 | 4901 COUNTRY PARK DRIVE TIPP CITY, OH 45371 | AFLAC | $114 | — | $114 | 2.13% |
| ANDREW H. WALKER3 | 3905 W. ANITA LANE FRANKLIN, WI 53132 | AFLAC | $105 | — | $105 | 1.96% |
| FRANCESCA M. BROGAN3 | 468 E. WOODFIELD TRAIL ROSELLE, IL 60172 | AFLAC | $96 | — | $96 | 1.80% |
| MICHAEL SALVAGGIO3 | 1510 GLEN LAKE ROAD HOFFMAN ESTATES, IL 60169 | AFLAC | $66 | — | $66 | 1.23% |
| CHRISTINE LOGSLETT3 | 8318 ANNA AVENUE WIND LAKE, WI 53185 | AFLAC | $48 | — | $48 | 0.90% |
| JERRY PERRY RUBIN3 Filed as: JERRY RUBIN | 69 MUIRFIELD DRIVE BLUFFTON, SC 29909 | AFLAC | $23 | — | $23 | 0.43% |
| JUAN J MARTINEZ3 Filed as: JUAN J. MARTINEZ | 2019 EXMOOR COURT NAPERVILLE, IL 60565 | AFLAC | $22 | — | $22 | 0.41% |
| TODD A LENTSCH3 Filed as: TODD A. LENTSCH | 5105 TOLLVIEW DRIVE, SUITE 285 ROLLING MEADOWS, IL 60008 | AFLAC | $22 | — | $22 | 0.41% |
| JEREMY KOOI3 | 3495 HUNTER HOLLOW ROAD DODGEVILLE, WI 53533 | AFLAC | $20 | — | $20 | 0.37% |
| KEVIN J. TRUEBENBACH3 | 100 N. CORPORATE DRIVE, SUITE 100 BROOKFIELD, WI 53045 | AFLAC | $18 | — | $18 | 0.34% |
| ELIZABETH M GASPAROVIC3 | 1531 W. RUE JAMES PLACE PALATINE, IL 60067 | AFLAC | $16 | — | $16 | 0.30% |
| JOSEPH HERNANDEZ3 | 1061 QUINLAN DRIVE, UNIT D PEWAUKEE, WI 53072 | AFLAC | $15 | — | $15 | 0.28% |
| KEVIN MURPHY3 Filed as: KEVIN SVARDA ENTERPRISES LLC | 1828 IRIS TRAIL WAYNESVILLE, OH 45068 | AFLAC | $13 | — | $13 | 0.24% |
| GENE L NAUERT3 Filed as: GENE L. NAUERT | 4505 BILLINGSGATE LANE WOODSTOCK, IL 60098 | AFLAC | $13 | — | $13 | 0.24% |
| CHRIS CURIE3 | 346 NORTH GRANDSTAFF DRIVE, 151 AUBURN, IN 46706 | AFLAC | $12 | — | $12 | 0.22% |
| JASON SCZEPANIAK3 | 1161 HERITAGE COURT SUN PRAIRIE, WI 53590 | AFLAC | $10 | — | $10 | 0.19% |
| DEAN ANAGNOPOULOS3 | 1108 S. OAKWOOD DIVE MT. PROSPECT, IL 60056 | AFLAC | $10 | — | $10 | 0.19% |
| JAMES CAPPEL3 | 24346 S. DUPAGE DRIVE CHANNAHON, IL 60410 | AFLAC | $9 | — | $9 | 0.17% |
| KENNETH J HOFFMAN3 Filed as: KENNETH J. HOFFMAN | N65 W13544 COBBLESTONE COURT MENOMONEE FALLS, WI 53051 | AFLAC | $8 | — | $8 | 0.15% |
| MICHAEL J QUINN3 Filed as: MICHAEL J. QUINN | 8580 MAJORCA LANE NAPLES, FL 34114 | AFLAC | $8 | — | $8 | 0.15% |
| MICAHEL A. ORTIZ3 | 3433 VOLTAIRE LANE ST. CHARLES, IL 60175 | AFLAC | $7 | — | $7 | 0.13% |
| BARBIER GROUP INC3 Filed as: BARBIER GROUP, INC. | 414 N. ORLEANS STREET, SUITE 601 CHICAGO, IL 60654 | AFLAC | $6 | — | $6 | 0.11% |
| NATHAN BRONSON3 Filed as: NATHAN A. BRONSON | W217 N5386 TAYLORS WOODS DRIVE MENOMONEE FALLS, WI 53051 | AFLAC | $5 | — | $5 | 0.09% |
| GLEN T SCHWEIKERT3 | 2211 HIGHLAND SPRINGS PLACE LOUISVILLE, KY 40245 | AFLAC | $2 | — | $2 | 0.04% |
| QUINN, MEYER & ASSOCIATES3 | 10800 WINCHCOMBE DRIVE DUBLIN, OH 43016 | AFLAC | $1 | — | $1 | 0.02% |
| GREGORY SHARP3 | 702 EAST 5TH STREET COAL VALLEY, IL 61240 | AFLAC | $1 | — | $1 | 0.02% |
| CHRISTOPHER P DOOLEY3 Filed as: CHRISTOPHER DOOLEY | 2903 NORTHWINDS DRIVE EAU CLAIRE, WI 54701 | 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 | 854 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 854 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTHCARE INSURANCE COMPANY | 71 | $494K |
| Vision | VISION SERVICE PLAN | 563 | $68K |
| Stop-loss / reinsurancereinsurance | UNITEDHEALTHCARE INSURANCE COMPANY | 2,280 | $1.0M |
| Other | AFLAC | 10 | $5K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,280 | — |
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 comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.