| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ACCELERATED FINANCIAL PLANNING3 Filed as: ACCELERATED FINANCIAL PLANNING AGEN | 5880 VENTURE DRIVE SUITE D DUBLIN, OH 43017 | ANTHEM BLUE CROSS AND BLUE SHIELD | — | $2K | $2K | 0.39% |
| ACCELERATED FINANCIAL PLANNING3 Filed as: ACCELERATED FINANCIAL PLANNING INC | 5880 VENTURE DRIVE SUITE D DUBLIN, OH 43017 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $1K | $6K | 14.35% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE LLC- MIDWEST | PO BOX 62889 VIRGINIA BEACH, VA 23466 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | — | $1K | 2.56% |
| ACCELERATED FINANCIAL PLANNING3 Filed as: ACCELERATED FINANCIAL PLANNING INC | 5880 VENTURE DRIVE SUITE D DUBLIN, OH 43017 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $1K | $5K | 12.50% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES LLC-MIDWEST | PO BOX 62889 VIRGINIA BEACH, VA 23466 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $567 | — | $567 | 1.46% |
| ACCELERATED FINANCIAL PLANNING3 Filed as: ACCELERATED FINANCIAL PLANNING INC | 5880 VENTURE DRIVE SUITE D DUBLIN, OH 43017 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $1K | $3K | 10.95% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES LLC MIDWEST | PO BOX 62889 VIRGINIA BEACH, VA 23466 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $845 | — | $845 | 2.88% |
| TRIFLEX CORPORATION3 | 4023 NORTH O'CONNOR ROAD IRVING, TX 75062 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $367 | $3K | 27.36% |
| INTEGRATED EMPLOYEE BENEFIT SOLUTIO3 | 5880 VENTURE DRIVE DUBLIN, OH 43017 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $198 | $2K | 17.82% |
| HOWARD B MESZAROS3 | 8680 COLVIN DRIVE PLAIN CITY, OH 43064 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $247 | $71 | $318 | 3.16% |
| KELLY CAROLE LARSON3 | 11026 ZUMBROTA COURT NORTHEAST BLAINE, MN 55449 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $134 | $11 | $145 | 1.44% |
| CHERIE DANIELLE AGLIO3 | PO BOX 28187 FRESNO, CA 93729 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $126 | $2 | $128 | 1.27% |
| CHRISTINE LYNN MORGESTER3 | 2137 NORTH Q STREET WASHOUGAL, WA 98671 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $40 | $11 | $51 | 0.51% |
| JUSTIN RAICES BERKEY3 | 3550 WOFFORD DRIVE CUMMING, GA 30028 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $44 | $1 | $45 | 0.45% |
| LISA R CANFIELD3 | 324 STRAW COURT PATASKALA, OH 43062 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $31 | $8 | $39 | 0.39% |
| JACK HANSEN3 | 3048 LINDSEY DRIVE LONGVIEW, WA 98632 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $31 | $1 | $32 | 0.32% |
| MARC A GROVE3 | 25900 AUTUMN WAY ROGERS, MN 55374 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $13 | $12 | $25 | 0.25% |
| BROOKLYNN RANAE ALLEN3 | 3733 ASHTON WOODS PLACE COLUMBUS, OH 43230 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $24 | — | $24 | 0.24% |
| BARRY W MAAS3 | PO BOX 5809 FRESNO, CA 93755 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $19 | $4 | $23 | 0.23% |
| MICHELLE J HALLER3 | 913 HUNTINGTON WAY JORDAN, MN 55352 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | $10 | $20 | 0.20% |
| PREMIER WORKSITE SOLUTIONS INC3 | 806 NORTHWEST 79TH STREET VANCOUVER, WA 98665 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | $8 | $20 | 0.20% |
| BENEJAMIN MEHAFFEY3 | 380 OLD IVEY ROAD NORTHEAST ATLANTA, GA 30392 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | $12 | $19 | 0.19% |
| MEGHAN MOFFATT LUCAS3 | 2650 ACORN RUN VICTORIA, MN 55386 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | $5 | $14 | 0.14% |
| ELIZABETH MARIE LANGEVIN3 | 698 WEST LARPENTEUR AVENUE ST PAUL, MN 55113 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | $4 | $13 | 0.13% |
| BENEFITS BY DESIGN INC3 | 2101 NORTHEAST 279TH STREET RIDGEFIELD, WA 98642 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | $2 | $8 | 0.08% |
| KR CONSULTANTS LLC3 | 8701 NORTHEAST 54TH STREET VANCOUVER, WA 98662 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | $0 | $7 | 0.07% |
| COLONIAL LIFE & ACCIDENT3 Filed as: COLONIAL OF NORTH TEXAS INSURANCE G | 4621 GLEN HEATHER DRIVE FRISCO, TX 75034 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $1 | $2 | 0.02% |
| VIRGINIA LEDER-CLARK3 | 5213 MARSHALL CREEK FLOWER MOUND, TX 75028 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.01% |
| UNITED OF OMAHA LIFE INSURANCE CO3 Filed as: UNITED OF OMAHA LIFE INSURANCE CO. | — | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $6K | $6K | — |
| ACCELERATED FINANCIAL PLANNING3 Filed as: ACCELERATED FINANCIAL PLANNING INC | 5880 VENTURE DRIVE SUITE D DUBLIN, OH 43017 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $240 | $240 | — |
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 | 273 | 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) | 273 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 273 | $29K |
| Short-term disability(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 272 | $10K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 273 | $39K |
| Stop-loss / reinsurancereinsurance | ANTHEM BLUE CROSS AND BLUE SHIELD | 211 | $386K |
| Other(4 contracts, 3 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 273 | $88K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 273 | — |
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.