| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ACCELERATED FINANCIAL PLANNING3 Filed as: ACCELERATED FINANCIAL PLANNING INC | 5880 VENTURE DRIVE SUITE D DUBLIN, OH 43017 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $326 | $4K | 12.29% |
| ACCELERATED FINANCIAL PLANNING3 Filed as: ACCELERATED FINANCIAL PLANNING INC | 5880 VENTURE DRIVE SUITE D DUBLIN, OH 43017 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $372 | $5K | 16.27% |
| ACCELERATED FINANCIAL PLANNING3 Filed as: ACCELERATED FINANCIAL PLANNING INC | 5880 VENTURE DRIVE SUITE D DUBLIN, OH 43017 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $244 | $3K | 11.01% |
| INTEGRATED EMPLOYEE BENEFIT SOLUTIO3 | 5880 VENTURE DRIVE DUBLIN, OH 43017 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $858 | $165 | $1K | 11.53% |
| KELLY CAROLE LARSON3 | 11026 ZUMBROTA COURT NORTHEAST BLAINE, MN 55449 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $206 | $14 | $220 | 2.48% |
| HOWARD B MESZAROS3 | 8680 COLVIN DRIVE PLAIN CITY, OH 43064 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $87 | $2 | $89 | 1.00% |
| JACK HANSEN3 | 8701 NORTHEAST 54TH STREET VANCOUVER, WA 98662 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $46 | $2 | $48 | 0.54% |
| MARC A GROVE3 | 25900 AUTUMN WAY ROGERS, MN 55374 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $21 | $17 | $38 | 0.43% |
| BROOKLYNN RANAE ALLEN3 | 4119 BEECHBANK ROAD WHITEHALL, OH 43213 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $37 | — | $37 | 0.42% |
| TRIFLEX CORPORATION3 | 4023 NORTH O'CONNOR ROAD IRVING, TX 75062 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $28 | $4 | $32 | 0.36% |
| MICHELLE J HALLER3 | 913 HUNTINGTON WAY JORDAN, MN 55352 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15 | $9 | $24 | 0.27% |
| MEGHAN MOFFATT LUCAS3 | 2650 ACORN RUN VICTORIA, MN 55386 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | $8 | $22 | 0.25% |
| ELIZABETH MARIE LANGEVIN3 | 698 WEST LARPENTEUR AVENUE ST PAUL, MN 55113 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | $7 | $21 | 0.24% |
| PREMIER WORKSITE SOLUTIONS INC3 | 806 NORTHWEST 79TH STREET VANCOUVER, WA 98665 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | $10 | $18 | 0.20% |
| BENEFITS BY DESIGN INC3 | 2101 NORTHEAST 279TH STREET RIDGEFIELD, WA 98642 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | $4 | $10 | 0.11% |
| COLONIAL LIFE & ACCIDENT3 Filed as: COLONIAL OF NORTH TEXAS INSURANCE G | 4621 GLEN HEATHER DRIVE FRISCO, TX 75034 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $3 | $5 | 0.06% |
| VIRGINIA LEDER-CLARK3 | 5213 MARSHALL CREEK FLOWER MOUND, TX 75028 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $1 | $3 | 0.03% |
| UNITED OF OMAHA LIFE INSURANCE CO3 Filed as: UNITED OF OMAHA LIFE INSURANCE CO. | — | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $5K | $5K | — |
| ACCELERATED FINANCIAL PLANNING3 Filed as: ACCELERATED FINANCIAL PLANNING INC | 5880 VENTURE DRIVE SUITE D DUBLIN, OH 43017 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $54 | $54 | — |
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 | 286 | 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) | 286 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 285 | $24K |
| Short-term disability(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 284 | $9K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 285 | $32K |
| Stop-loss / reinsurancereinsurance | ANTHEM BLUE CROSS AND BLUE SHIELD | 146 | $341K |
| Other(4 contracts, 3 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 285 | $67K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 285 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.