| 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 | $2K | $357 | $3K | 2.46% |
| 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 | $638 | $277 | $915 | 0.82% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INS SERVICES INC | PO BOX 632886 CINCINNATI, OH 452632886 | METROPOLITAN LIFE INSURANCE COMPANY | $790 | $217 | $1K | 1.53% |
| 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 | $211 | $90 | $301 | 0.46% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INS SERVICES INC | PO BOX 632886 CINCINNATI, OH 452632886 | METROPOLITAN LIFE INSURANCE COMPANY | $927 | $219 | $1K | 1.90% |
| 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 | $247 | $115 | $362 | 0.60% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INS SERVICES INC | PO BOX 632886 CINCINNATI, OH 452632886 | METROPOLITAN LIFE INSURANCE COMPANY | $756 | $222 | $978 | 1.68% |
| 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 | $178 | $84 | $262 | 0.45% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INS SERVICES INC | PO BOX 632886 CINCINNATI, OH 452632886 | METROPOLITAN LIFE INSURANCE COMPANY | $766 | $213 | $979 | 1.90% |
| 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 | $204 | $107 | $311 | 0.60% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INS SERVICES INC | PO BOX 632886 CINCINNATI, OH 452632886 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $418 | $3K | 6.25% |
| 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 | $637 | $287 | $924 | 2.06% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INS SERVICES INC | PO BOX 632886 CINCINNATI, OH 452632886 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $435 | $3K | 6.67% |
| 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 | $596 | $292 | $888 | 2.22% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INS SERVICES INC | PO BOX 632886 CINCINNATI, OH 452632886 | METROPOLITAN LIFE INSURANCE COMPANY | $820 | $218 | $1K | 3.94% |
| 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 | $219 | $94 | $313 | 1.19% |
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 | 1,656 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 1,656 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(8 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 1,298 | $459K |
| 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.