| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| DAWSON CONSULTING GROUP, LLC3 | 285 COZZINS STREET COLUMBUS, OH 43215 | UNITEDHEALTHCARE INSURANCE COMPANY | — | $35K | $35K | 5.28% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF OHIO LLC | 3900 KINROSS LAKES PARKWAY #300 RICHFIELD, OH 44286 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $4K | — | $4K | 7.62% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF FLORIDA LLC | 300 COLONIAL CENTER PARKWAY #270 LAKE MARY, FL 32746 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1K | — | $1K | 2.38% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF OHIO LLC | 3900 KINROSS LAKES PARKWAY #300 RICHFIELD, OH 44286 | THE LINCOLN NATIONAL INSURANCE COMPANY | $891 | — | $891 | 7.62% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF FL LLC | 300 COLONIAL CENTER PARKWAY #270 LAKE MARY, FL 32746 | THE LINCOLN NATIONAL INSURANCE COMPANY | $278 | — | $278 | 2.38% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF OHIO, LLC | 3900 KINROSS LAKES PARKWAY #300 RICHFIELD, OH 44286 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1K | — | $1K | 11.43% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF FLORIDA LLC | 300 COLONIAL CENTER PARKWAY #270 LAKE MARY, FL 32746 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $387 | — | $387 | 3.56% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS DBA DAWSON INSURANC | ASSURED PARTNERS OF OHIO RICHFIELD, OH 44286 | EYEMED VISION CARE | $595 | — | $595 | 6.99% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS DBA DAWSON INSURANC | 1340 DEPOT STREET #300 ROCKY RIVER, OH 44116 | EYEMED VISION CARE | $198 | — | $198 | 2.33% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF OHIO, LLC | 3900 KINROSS LAKES PARKWAY #300 RICHFIELD, OH 44286 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $871 | — | $871 | 11.50% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF FL LLC | 300 COLONIAL CENTER PARKWAY #270 LAKE MARY, FL 32746 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $264 | — | $264 | 3.49% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF OHIO, LLC | 3900 KINROSS LAKES PARKWAY RICHFIELD, OH 44286 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $468 | — | $468 | 7.70% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF FLORIDA LLC | 300 COLONIAL CENTER PARKWAY #270 LAKE MARY, FL 32746 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $140 | — | $140 | 2.30% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF OHIO, LLC | 3900 KINROSS LAKES PARKWAY #300 RICHFIELD, OH 44286 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $387 | — | $387 | 11.87% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF FLORIDA LLC | 300 COLONIAL CENTER PARKWAY #270 LAKE MARY, FL 32746 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $102 | — | $102 | 3.13% |
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 | 119 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 11 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 132 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTHCARE INSURANCE COMPANY | 127 | $656K |
| Dental | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 98 | $52K |
| Vision | EYEMED VISION CARE | 115 | $9K |
| Life insurance(2 contracts, 2 carriers) | THE LINCOLN NATIONAL INSURANCE COMPANY | 118 | $19K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 93 | $6K |
| Long-term disability(3 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 38 | $22K |
| Other(2 contracts, 2 carriers) | THE LINCOLN NATIONAL INSURANCE COMPANY | 118 | $19K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 127 | — |
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.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.