| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| AL NAGEL3 | 17965 718TH AVE DASSEL, MN 55325 | HEALTHPARTNERS INSURANCE CO | — | $80K | $80K | 3.77% |
| MELISSA ERNST3 | — | AFLAC | $3K | $129 | $3K | 5.54% |
| DEBRA JEAN HUMPHREY3 Filed as: DEBRA DAHLSENG | — | AFLAC | $2K | $69 | $2K | 4.06% |
| GAYLE T MILTON3 Filed as: GAYLE ERNST | — | AFLAC | $358 | $0 | $358 | 0.72% |
| KENNETH C MEIER CORP3 Filed as: KENNETH JAECK | — | AFLAC | $354 | $0 | $354 | 0.71% |
| TERRY E ANDERSON3 Filed as: TERRY ANDERSON | — | AFLAC | $305 | $14 | $319 | 0.64% |
| CAROL PURDY FIELDS3 Filed as: CAROL HANSEN | — | AFLAC | $277 | $40 | $317 | 0.64% |
| SHARON E MASON3 Filed as: SHARON MASON | — | AFLAC | $294 | $0 | $294 | 0.59% |
| SARA KNEIP3 Filed as: SARA HORVATH | — | AFLAC | $249 | $0 | $249 | 0.50% |
| RONALD DIETL | — | AFLAC | $206 | $0 | $206 | 0.42% |
| BARBARA ZIEGELMAN3 | — | AFLAC | $182 | $0 | $182 | 0.37% |
| NICOLE BLAKE3 | — | AFLAC | $178 | $0 | $178 | 0.36% |
| JEFFREY D HARNED3 Filed as: JEFFREY HANSEN | — | AFLAC | $177 | $0 | $177 | 0.36% |
| ASHLEY INSURANCE GROUP3 Filed as: ASHLEY KLAPHAKE | — | AFLAC | $174 | $0 | $174 | 0.35% |
| DEBORAH A KRUMP3 Filed as: DEBORAH KRUMP | — | AFLAC | $147 | $26 | $173 | 0.35% |
| JEREMY L TOMLINSON3 Filed as: JEREMY TOMLINSON | — | AFLAC | $89 | $40 | $129 | 0.26% |
| JULIE SLAUGHTER3 Filed as: JULIE BARTELL | — | AFLAC | $117 | $0 | $117 | 0.24% |
| THOMAS J HERGOTT3 Filed as: THOMAS HERGOTT | — | AFLAC | $112 | $0 | $112 | 0.23% |
| RICHARD SCHULTZ3 | — | AFLAC | $110 | $0 | $110 | 0.22% |
| RICHARD FUNK3 | — | AFLAC | $91 | $0 | $91 | 0.18% |
| KHRISTOPHER HUWE3 | — | AFLAC | $91 | $0 | $91 | 0.18% |
| BARRY CAMPBELL3 | — | AFLAC | $86 | $0 | $86 | 0.17% |
| TODD H BURRER3 Filed as: TODD BURRER | — | AFLAC | $79 | $0 | $79 | 0.16% |
| PAUL GLOBAL BENEFITS INC3 Filed as: PAUL RODENBORN | — | AFLAC | $74 | $0 | $74 | 0.15% |
| DARIN D PAVLISH3 Filed as: DARIN PAVLISH | — | AFLAC | $72 | $0 | $72 | 0.15% |
| KRISTIE NOSBISH3 | — | AFLAC | $57 | $0 | $57 | 0.12% |
| MICHAEL D SCHULTZ3 Filed as: MICHAEL SCHULTZ | — | AFLAC | $52 | $0 | $52 | 0.11% |
| JOHN P THOMPSON3 Filed as: JOHN PAUL THOMPSON | — | AFLAC | $48 | $0 | $48 | 0.10% |
| MARY GARNER3 | — | AFLAC | $45 | $0 | $45 | 0.09% |
| JENNIFER LEE QUALE3 Filed as: JENNIFER QUALE | — | AFLAC | $43 | $0 | $43 | 0.09% |
| PHILIP RUGGIERI3 Filed as: PHILIP ERNST | — | AFLAC | $40 | $0 | $40 | 0.08% |
| JESSE A REISCH3 Filed as: JESSE REISCH | — | AFLAC | $38 | $0 | $38 | 0.08% |
| FAITH CRYSTAL TAYLOR3 Filed as: FAITH BURRIS | — | AFLAC | $35 | $0 | $35 | 0.07% |
| PAVLISH CONSULTING CO3 | — | AFLAC | $32 | $0 | $32 | 0.06% |
| CHERYL O'BRIEN3 Filed as: CHERYL MILLER | — | AFLAC | $32 | $0 | $32 | 0.06% |
| JACOB B SANKEN3 Filed as: JACOB SANKEN | — | AFLAC | $31 | $0 | $31 | 0.06% |
| HAROLD B JOHNSON3 | — | AFLAC | $27 | $0 | $27 | 0.05% |
| PHILIP RUGGIERI3 Filed as: PHILIP HERZENACH | — | AFLAC | $25 | $0 | $25 | 0.05% |
| RACHEL F JASCHKE3 Filed as: RACHEL JASCHKE | — | AFLAC | $24 | $0 | $24 | 0.05% |
| CHERISE M WADE3 Filed as: CHERISE WADE | — | AFLAC | $21 | $0 | $21 | 0.04% |
| DGP CONSULTING INC3 | — | AFLAC | $20 | $0 | $20 | 0.04% |
| MICHAEL C WALKER3 Filed as: MICHAEL LOUIS DANGELO | — | AFLAC | $20 | $0 | $20 | 0.04% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: ROGER BROWN | — | AFLAC | $17 | $0 | $17 | 0.03% |
| DONALD GREEN3 | — | AFLAC | $16 | $0 | $16 | 0.03% |
| MAHOWALD INS AGENCY LLP3 Filed as: MAHOWALD INS AGENCY | — | AFLAC | $16 | $0 | $16 | 0.03% |
| DAVID J MCCLELLAN3 Filed as: DAVID AESOPH | — | AFLAC | $15 | $0 | $15 | 0.03% |
| DAVE L SKJEFTE3 Filed as: DAVE SKJEFTE | — | AFLAC | $15 | $0 | $15 | 0.03% |
| OATHER F TROLDAHL3 Filed as: OATHER TROLDAHL | — | AFLAC | $13 | $0 | $13 | 0.03% |
| CRAIG WAYNE SOTTILE3 Filed as: CRAIG CIMBURA | — | AFLAC | $13 | $0 | $13 | 0.03% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENFIT SVCS INC | — | AFLAC | $9 | $0 | $9 | 0.02% |
| LISA K UHLIR3 Filed as: LISA UHLIR | — | AFLAC | $3 | $0 | $3 | 0.01% |
| PREFERRED MARKETING CORP3 | — | AFLAC | $3 | $0 | $3 | 0.01% |
| MICHAEL C WALKER3 Filed as: MICHAEL TOMLINSON | — | AFLAC | $1 | $0 | $1 | 0.00% |
| MIKE MCCORMICK3 Filed as: MIKE MISKOIWICZ | — | SENTRY LIFE INSURANCE COMPANY | $289 | — | $289 | 0.70% |
| MINNESOTA BENEFIT ADVISORS INC3 Filed as: MINNESOTA BENEFIT ADVISORS | — | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $979 | $0 | $979 | 4.73% |
| MACHELLE HALLER3 | — | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $259 | $121 | $380 | 1.84% |
| MARC A GROVE3 | — | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $233 | $69 | $302 | 1.46% |
| MEGHAN MOFFATT LUCAS3 | — | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $218 | $23 | $241 | 1.17% |
| JENNIFER WILLIAMS | — | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $113 | $26 | $139 | 0.67% |
| HERBERT L. JAMISON & CO. LLC3 Filed as: HERBERT VERNON | — | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $113 | $0 | $113 | 0.55% |
| C HARVEY KING3 Filed as: HARVEY PARKER | — | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $101 | $0 | $101 | 0.49% |
| JEFFREY D HARNED3 Filed as: JEFFREY LYLES | — | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $75 | $4 | $79 | 0.38% |
| ARLO I MATHISON3 Filed as: ARLO MATHISON | — | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $62 | $0 | $62 | 0.30% |
| KAREN BOHLER3 | — | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $47 | $13 | $60 | 0.29% |
| SHIRLEY B DRAKE3 Filed as: SHIRLEY JOHNSON | — | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $52 | $0 | $52 | 0.25% |
| MELISSA WOKASCH3 | — | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $44 | $2 | $46 | 0.22% |
| ELIZABETH MARIE LANGEVIN3 Filed as: ELIZABETH LANGEVIN | — | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $22 | $12 | $34 | 0.16% |
| TYLER JENDRO3 | — | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $19 | $1 | $20 | 0.10% |
| LAURA B WETT Filed as: LAURA WETT | — | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15 | $3 | $18 | 0.09% |
| DONNIE K SWARTZENDRUBER TRUST AGREE3 Filed as: DONNIE K SWARTZENDRUBER | — | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15 | $0 | $15 | 0.07% |
| JULIE SLAUGHTER3 Filed as: JULIE ANN HABEN | — | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | $0 | $8 | 0.04% |
| JACQUELINE BARTHELEMY3 | — | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | $1 | $6 | 0.03% |
| SCOTT SWARTZENDRUBER3 | — | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | $0 | $5 | 0.02% |
| TERI L SWARTZENDRUBER3 Filed as: TERI SWARTZENDRUBER | — | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.00% |
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 | 260 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 260 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | HEALTHPARTNERS INSURANCE CO | 430 | $2.2M |
| Dental | HEALTHPARTNERS INSURANCE CO | 430 | $2.1M |
| Life insurance | SENTRY LIFE INSURANCE COMPANY | 260 | $41K |
| Short-term disability | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 43 | $21K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 430 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.