| 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 | $4K | $205 | $4K | 2.71% |
| 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 | $975 | $227 | $1K | 0.84% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INS SERVICES INC | PO BOX 632886 CINCINNATI, OH 452632886 | METROPOLITAN LIFE INSURANCE COMPANY | $4K | $201 | $4K | 4.40% |
| 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 | $943 | $217 | $1K | 1.37% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INS SERVICES INC | PO BOX 632886 CINCINNATI, OH 452632886 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $107 | $2K | 2.40% |
| 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 | $496 | $136 | $632 | 0.77% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INS SERVICES INC | PO BOX 632886 CINCINNATI, OH 452632886 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | $85 | $2K | 1.99% |
| 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 | $339 | $90 | $429 | 0.56% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INS SERVICES INC | PO BOX 632886 CINCINNATI, OH 452632886 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | $75 | $1K | 2.04% |
| 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 | $350 | $106 | $456 | 0.67% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INS SERVICES INC | PO BOX 632886 CINCINNATI, OH 452632886 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $118 | $2K | 4.72% |
| 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 | $549 | $145 | $694 | 1.50% |
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 | 1,628 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 1,628 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(6 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 1,307 | $501K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,307 | — |
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."
No prospect flags tripped on this filing.