| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCIATES INC | 2727 GRAND PRAIRIE PKWY WAUKEE, IA 50263 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $888 | $888 | 1.84% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCIATES INC | 2727 GRAND PRAIRIE PKWY WAUKEE, IA 50263 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $948 | $948 | 1.97% |
| NANCY CLAUSSEN3 | 2309 S MACEY AVE SIOUX FALLS, SD 57106 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | — | $1K | 2.75% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNN AGENCY LLC | PO BOX 5113 SIOUX FALLS, SD 57117 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $811 | — | $811 | 2.00% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES, MURPHY, AND ASSOCIATES LLC | 225 SOUTH SIXTH STREET MINNEAPOLIS, MN 55402 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $653 | — | $653 | 1.61% |
| JODI LYNN VANBEEK3 | 1502 12TH AVE ROCK VALLEY, IA 51247 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $314 | — | $314 | 0.77% |
| V AND S MARKETING3 | 3188 DOGWOOD AVE ROCK VALLEY, IA 51247 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $302 | — | $302 | 0.74% |
| MARC A GROVE3 | 25900 AUTUMN WAY ROGERS, MN 55374 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $146 | — | $146 | 0.36% |
| NATIONAL ENROLLMENT PARTNERS LLC3 | C/O NATL ENROLLMENT PARTNERS CRANSTON, RI 02920 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $80 | — | $80 | 0.20% |
| MEGHAN MOFFATT LUCAS3 | 2650 ACORN RUN VICTORIA, MN 55386 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $53 | — | $53 | 0.13% |
| ELIZABETH MARIE LANGEVIN3 | 51685 BELLE ISLE DR RUSH CITY, MN 55069 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $53 | — | $53 | 0.13% |
| JILL R LAMBERT3 | 12741 JEFFERSON ST NE BLAINE, MN 55434 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $35 | — | $35 | 0.09% |
| JACQUELINE BARTHELEMY3 | 7573 HILTON ROAD ROYALTON, MN 56373 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $35 | — | $35 | 0.09% |
| RILEY SPENCER3 | 5105 W 35TH ST SIOUX FALLS, SD 57106 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $25 | — | $25 | 0.06% |
| GRUND BENEFIT ADVISORS LLC3 | 14669 MEREDITH AVE OMAHA, NE 68116 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $23 | — | $23 | 0.06% |
| ROBERT SCOTT BRUNER3 | 24620 E CEDAR LAKE DR NEW PRAGUE, MN 56071 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $17 | — | $17 | 0.04% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCIATES INC | 2727 GRAND PRAIRIE PKWY WAUKEE, IA 50263 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $70 | $70 | 1.20% |
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 | 252 | 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) | 252 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 298 | $48K |
| Short-term disability | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 41 | $41K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 249 | $48K |
| Other | LIFE INSURANCE COMPANY OF NORTH AMERICA | 286 | $6K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 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."
No prospect flags tripped on this filing.