| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INS SERVICES INC | PO BOX 632886 CINCINNATI, OH 452632886 | METROPOLITAN LIFE INSURANCE COMPANY | $350 | $52 | $402 | 2.46% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: INSENTIAL INC DBA SOURCE A BENEFITS | 216 S JEFFERSON ST STE LL2 CHICAGO, IL 606615696 | METROPOLITAN LIFE INSURANCE COMPANY | $93 | $40 | $133 | 0.81% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INS SERVICES INC | PO BOX 632886 CINCINNATI, OH 452632886 | METROPOLITAN LIFE INSURANCE COMPANY | $198 | $54 | $252 | 2.62% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: INSENTIAL INC DBA SOURCE 1 BENEFITS | 216 S JEFFERSON ST STE LL2 CHICAGO, IL 606615696 | METROPOLITAN LIFE INSURANCE COMPANY | $53 | $23 | $76 | 0.79% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INS SERVICES INC | PO BOX 632886 CINCINNATI, OH 452632886 | METROPOLITAN LIFE INSURANCE COMPANY | $136 | $32 | $168 | 1.91% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: INSENTIAL INC DBA SOURCE A BENEFITS | 216 S JEFFERSON ST STE LL2 CHICAGO, IL 606615696 | METROPOLITAN LIFE INSURANCE COMPANY | $36 | $17 | $53 | 0.60% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INS SERVICES INC | PO BOX 632886 CINCINNATI, OH 452632886 | METROPOLITAN LIFE INSURANCE COMPANY | $110 | $32 | $142 | 1.67% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: INSENTIAL INC DBA SOURCE A BENEFITS | 216 S JEFFERSON ST STE LL2 CHICAGO, IL 606615696 | METROPOLITAN LIFE INSURANCE COMPANY | $26 | $12 | $38 | 0.45% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INS SERVICES INC | PO BOX 632886 CINCINNATI, OH 452632886 | METROPOLITAN LIFE INSURANCE COMPANY | $112 | $31 | $143 | 1.90% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: INSENTIAL INC DBA SOURCE A BENEFITS | 216 S JEFFERSON ST STE LL2 CHICAGO, IL 606615696 | METROPOLITAN LIFE INSURANCE COMPANY | $30 | $16 | $46 | 0.61% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INS SERVICES INC | PO BOX 632886 CINCINNATI, OH 452632886 | METROPOLITAN LIFE INSURANCE COMPANY | $349 | $61 | $410 | 6.25% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: INSENTIAL INC DBA SOURCE A BENEFITS | 216 S JEFFERSON ST STE LL2 CHICAGO, IL 606615696 | METROPOLITAN LIFE INSURANCE COMPANY | $93 | $42 | $135 | 2.06% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INS SERVICES INC | PO BOX 632886 CINCINNATI, OH 452632886 | METROPOLITAN LIFE INSURANCE COMPANY | $327 | $109 | $436 | 7.45% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: INSENTIAL INC DBA SOURCE A BENEFITS | 216 S JEFFERSON ST STE LL2 CHICAGO, IL 606615696 | METROPOLITAN LIFE INSURANCE COMPANY | $87 | $43 | $130 | 2.22% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INS SERVICES INC | PO BOX 632886 CINCINNATI, OH 452632886 | METROPOLITAN LIFE INSURANCE COMPANY | $120 | $32 | $152 | 3.95% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: INSENTIAL INC DBA SOURCE A BENEFITS | 216 S JEFFERSON ST STE LL2 CHICAGO, IL 606615696 | METROPOLITAN LIFE INSURANCE COMPANY | $32 | $14 | $46 | 1.20% |
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 | 415 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 415 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(8 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 1,298 | $67K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,298 | — |
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.