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Form 5500 · Employee benefit plan · MANSFIELD, OH

THE CENTER FOR INDIVIDUAL & FAMILY SERVICES, INC.

THE CENTER FOR INDIVIDUAL & FAMILY SERVICES, INC. of MANSFIELD, OH insures health, dental, vision, life and disability coverage for its employees, per Schedule A of its Form 5500. Its broker of record is KEYSTONE INS & BNFTS GRP LLC. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 34-1190641 · plan 501 · as of Aug 2026

Participants
160
Carriers on file
8
Disclosed commissions
$25,424
Renewal month
December

Plan brief

Schedule A lists 8 insured contracts covering health, dental, vision, life and disability; the largest, with UNITEDHEALTHCARE INSURANCE COMPANY, covers 101 people.

Reported premium across the insured contracts is $1,217,939, with $25,424 in disclosed broker commissions — about 2.1% of premium.

The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.

KEYSTONE INS & BNFTS GRP LLC is the broker of record on 6 of the 8 contracts; the rest name a different broker or none.

3 carriers appear on the filing — UNITEDHEALTHCARE INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and COMMUNITY INSURANCE COMPANY — with UNITEDHEALTHCARE INSURANCE COMPANY writing the largest contract by premium.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY148December$38,394$7,679
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYDental80December$45,459$5,910
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYDisability148December$27,655$5,531
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYLife37December$16,287$3,257
COMMUNITY INSURANCE COMPANYHealth0December$2,137$2,607
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYVision73December$7,326$440
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYLife148December$7,033$0
UNITEDHEALTHCARE INSURANCE COMPANYHealth101December$1,073,648$0

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