| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HODGE HART & SCHLEIFER INC3 | 8401 CONNECTICUT AVENUE SUITE 600 CHEVY CHASE, MD 20815 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $7K | $16K | $23K | 7.76% |
| HODGE HART & SCHLEIFER INC3 | 8401 CONNECTICUT AVENUE SUITE 600 CHEVY CHASE, MD 20815 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $6K | $11K | $17K | 9.41% |
| HODGE HART & SCHLEIFER INC3 | 8401 CONNECTICUT AVENUE SUITE 600 CHEVY CHASE, MD 20815 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $6K | $7K | $12K | 8.98% |
| HODGE HART & SCHLEIFER INC3 | 8401 CONNECTICUT AVENUE SUITE 600 CHEVY CHASE, MD 20815 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $9K | $6K | $14K | 16.15% |
| HODGE HART & SCHLEIFER INC3 | 7979 OLD GEORGETOWN ROAD SUITE 700 BETHESDA, MD 20814 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $1K | — | $1K | 7.76% |
| CBIZ BENEFITS & INSURANCE SERVICES3 | 700 W 47TH STREET SUITE 1100 KANSAS CITY, MO 64112 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $448 | $122 | $570 | 3.37% |
| CBIZ BENEFITS & INSURANCE SERVICES3 | PO BOX 632886 CINCINNATI, OH 45263 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $244 | — | $244 | 1.44% |
| HODGE HART & SCHLEIFER INC3 | 8401 CONNECTICUT AVENUE SUITE 600 CHEVY CHASE, MD 20815 | MUTUAL OF OMAHA INSURANCE COMPANY | $1K | $583 | $2K | 22.13% |
| CBIZ BENEFITS & INSURANCE SERVICES3 | 700 W 47TH STREET SUITE 1100 KANSAS CITY, MO 64112 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $133 | $37 | $170 | 6.11% |
| HODGE HART & SCHLEIFER INC3 | 7979 OLD GEORGETOWN ROAD SUITE 700 BETHESDA, MD 20814 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $44 | — | $44 | 1.58% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INSURANCE | PO BOX 632886 ATTN ACCOUNTING DEPT CINCINATI, OH 45263 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $35 | — | $35 | 1.26% |
| HODGE HART & SCHLEIFER INC3 | 7979 OLD GEORGETOWN ROAD SUITE 700 BETHESDA, MD 20814 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $132 | — | $132 | 9.38% |
| CBIZ BENEFITS & INSURANCE SERVICES3 | 700 W 47TH STREET SUITE 1100 KANSAS CITY, MO 64112 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $53 | $8 | $61 | 4.33% |
| CBIZ BENEFITS & INSURANCE SERVICES3 | PO BOX 632886 CINCINNATI, OH 45263 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.36% |
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 | 404 | 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) | 404 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 420 | $136K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 420 | $297K |
| Long-term disability(4 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 420 | $198K |
| Other(3 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 420 | $231K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 420 | — |
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.