| 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 | $1K | $49 | $1K | 1.58% |
| 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 | $303 | — | $303 | 0.41% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INS SERVICES INC | PO BOX 632886 CINCINNATI, OH 452632886 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $108 | $2K | 3.41% |
| 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 | $630 | — | $630 | 0.87% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INS SERVICES INC | PO BOX 632886 CINCINNATI, OH 452632886 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | $54 | $1K | 1.91% |
| 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 | $346 | — | $346 | 0.49% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INS SERVICES INC | PO BOX 632886 CINCINNATI, OH 452632886 | METROPOLITAN LIFE INSURANCE COMPANY | $988 | $43 | $1K | 1.54% |
| 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 | $235 | — | $235 | 0.35% |
| TERRANCE BYRNE3 | 206 S JEFFERSON ST STE 200 206 S JEFFERSON ST STE 200 CHICAGO, IL 606615603 | METROPOLITAN LIFE INSURANCE COMPANY | $53 | — | $53 | 0.08% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INS SERVICES INC | PO BOX 632886 CINCINNATI, OH 452632886 | METROPOLITAN LIFE INSURANCE COMPANY | $883 | $39 | $922 | 1.58% |
| 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 | $235 | — | $235 | 0.40% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INS SERVICES INC | PO BOX 632886 CINCINNATI, OH 452632886 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | $141 | $3K | 6.98% |
| 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 | $668 | — | $668 | 1.76% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INS SERVICES INC | PO BOX 632886 CINCINNATI, OH 452632886 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | $50 | $1K | 3.59% |
| 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 | $303 | — | $303 | 0.92% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INS SERVICES INC | PO BOX 632886 CINCINNATI, OH 452632886 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $123 | $2K | 7.69% |
| 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 | $577 | — | $577 | 1.94% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INS SERVICES INC | PO BOX 632886 CINCINNATI, OH 452632886 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | $144 | $3K | 24.80% |
| 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 | $786 | — | $786 | 6.30% |
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 | 1,644 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 1,644 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(9 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 1,329 | $457K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,329 | — |
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.