| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HOUCHENS INSURANCE GROUP INC3 | 1750 SCOTTSVILLE ROAD, SUITE 4 BOWLING GREEN, KY 42104 | MEDICAL MUTUAL OF OHIO | $24K | $40 | $24K | 3.11% |
| ASSUREDPARTNERS3 Filed as: UNITED AGENCIES INC | 1422 EUCLID AVENUE, SUITE 510 CLEVELAND, OH 44115 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $11K | $0 | $11K | 10.34% |
| DMC BENEFITS INC3 | 1485 PRINCE CHARLES AVENUE WESTLAKE, OH 44145 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $3K | $3K | 3.21% |
| HOUCHENS INSURANCE GROUP INC3 | 1750 SCOTTSVILLE ROAD, SUITE 4 BOWLING GREEN, KY 42104 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $0 | $2K | 1.92% |
| ASSUREDPARTNERS3 Filed as: UNITED AGENCIES INC | 1422 EUCLID AVENUE, SUITE 510 CLEVELAND, OH 44115 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $475 | $0 | $475 | 1.42% |
| COORDINATION GROUP LLC3 Filed as: COORDINATION GROUP | 9740 CEDARWOOD DRIVE NORTH ROYALTON, OH 44133 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $177 | $6 | $183 | 0.55% |
| KEVIN WRONA3 | 9740 CEDARWOOD DRIVE NORTH ROYALTON, OH 44133 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $156 | $4 | $160 | 0.48% |
| MJ INSURANCE3 Filed as: CAROL RILEY AND VARIOUS AGENTS | 13911 LISBON ROAD SALEM, OH 44460 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $144 | $0 | $144 | 0.43% |
| DANEEN MARIE PURPURA3 Filed as: DANEEN PURPURA | 4228 ROYALWOOD ROAD NORTH ROYALTON, OH 44133 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $140 | $0 | $140 | 0.42% |
| SONNHALTER INSURANCE GROUP LLC3 | 3931 GREENTREE ROAD STOW, OH 44224 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $131 | $0 | $131 | 0.39% |
| DIANA GILLESPIE3 | 1122 BOULDER LANE KENT, OH 44240 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $114 | $0 | $114 | 0.34% |
| HUNTINGTON INSURANCE INC3 | 41 SOUTH HIGH STREET, 6TH FLOOR HARTVILLE, OH 44632 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $327 | $0 | $327 | 1.83% |
| COORDINATION GROUP LLC3 Filed as: COORDINATION GROUP | 9740 CEDARWOOD DRIVE NORTH ROYALTON, OH 44133 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $259 | $0 | $259 | 1.45% |
| ASSUREDPARTNERS3 Filed as: UNITED AGENCIES | 1422 EUCLID AVENUE, SUITE 510 CLEVELAND, OH 44115 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $209 | $0 | $209 | 1.17% |
| RENEE WRONA3 | 3521 ELMBROOK DRIVE BROADVIEW HEIGHTS, OH 44147 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $121 | $0 | $121 | 0.68% |
| MJ INSURANCE3 Filed as: EISEL SOLUTIONS AND VARIOUS AGENTS | 1318 LOGAN LANE WOOSTER, OH 44691 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $43 | $0 | $43 | 0.24% |
| MARIBETH CHALLENGER3 | 8553 DUNHAM DRIVE OLMSTEAD FALLS, OH 44138 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $26 | $0 | $26 | 0.15% |
| COVEY RUN INSURANCE LLC3 Filed as: COVEY RUN INS LLC | 341 COPPER CREEK AMHERST, OH 44001 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $24 | $0 | $24 | 0.13% |
| HOUCHENS INSURANCE GROUP INC3 | 1750 SCOTTSVILLE ROAD, SUITE 4 BOWLING GREEN, KY 42104 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $791 | $0 | $791 | 6.39% |
| ASSUREDPARTNERS3 Filed as: UNITED AGENCIES INC | 1422 EUCLID AVENUE, SUITE 510 CLEVELAND, OH 44115 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $377 | $0 | $377 | 3.04% |
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 | 225 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 225 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | MEDICAL MUTUAL OF OHIO | 58 | $781K |
| Dental | UNITED OF OMAHA LIFE INSURANCE COMPANY | 225 | $102K |
| Vision | UNITED OF OMAHA LIFE INSURANCE COMPANY | 225 | $102K |
| Life insurance(2 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 225 | $136K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 225 | $102K |
| Prescription drug | MEDICAL MUTUAL OF OHIO | 58 | $768K |
| Other(3 contracts, 3 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 225 | $154K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 225 | — |
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.