| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON DELAWARE INC. | PO BOX 28852 COMMISSION LOCKBOX 28852 NEW YORK, NY 10087 | SUN LIFE ASSURANCE COMPANY OF CANADA | $100K | — | $100K | 5.38% |
| WILLIS TOWERS WATSON US LLC4 Filed as: TOWERS WATSON DELAWARE INC | COMMISSION LOCKBOX 28852 PO BOX 28852 NEW YORK, NY 10087 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $46K | $6K | $52K | 5.65% |
| BRET BOEGER3 | 4747 W 135TH ST STE 350 LEAWOOD, KS 662249701 | KANAWHA INSURANCE COMPANY | $178K | — | $178K | 19.81% |
| 12 INTERACTIVE DBA SPOTLITE3 Filed as: 12 INTERACTIVE LLC | 216 W OHIO ST. FL 4 CHICAGO, IL 606545698 | KANAWHA INSURANCE COMPANY | $843 | — | $843 | 0.09% |
| SPOTLITE INC3 Filed as: SPOTLITE INC. | 200 E RANDLOPH ST. ST. 5450 CHICAGO, IL 606016602 | KANAWHA INSURANCE COMPANY | $165 | — | $165 | 0.02% |
| BUKATY COMPANIES3 Filed as: MICHAEL LEONARD | 4747 W 135TH STE 350 LEAWOOD, KS 662249701 | KANAWHA INSURANCE COMPANY | $49 | — | $49 | 0.01% |
| BRET M BOEGER3 | ROBERT E MILLER GROUP 6363 COLLEGE BLVD LEAWOOD, KS 662111882 | AETNA LIFE INSURANCE CO. | $65K | — | $65K | 9.87% |
| SPOTLITE INC3 Filed as: SPOTLITE INC. | 216 W OHIO STREET 4TH FLOOR CHICAGO, IL 60654 | AETNA LIFE INSURANCE CO. | $65K | — | $65K | 9.87% |
| WILLIS TOWERS WATSON US LLC4 Filed as: TOWERS WATSON DELAWARE INC. | COM LOCKBOX 28852 PO BOX 28852 NEW YORK, NY 100878852 | SECURIAN LIFE INSURANCE COMPANY | $33K | — | $33K | 5.71% |
| VIDAL & RODRIGUEZ3 | 3 ARTERIAL HOSTOS AVE CPTL CNTR BLDG SUITE 501 HATO REY, PR 009181475 | MAPFRE LIFE INSURANCE COMPANY | $20K | — | $20K | 4.68% |
| WILLIS TOWERS WATSON US LLC4 Filed as: TOWERS WATSON DELAWARE INC | PO BOX 28852 LOCKBOX 28852 NEW YORK, NE 100878852 | UNITEDHEALTHCARE INSURANCE COMPANY | $27K | — | $27K | 9.20% |
| BRET M BOEGER3 | 4747 W 135TH STREET SUITE 350 LEAWOOD, KS 66224 | AETNA LIFE INSURANCE CO. | $27K | — | $27K | 10.38% |
| WILLIS TOWERS WATSON US LLC4 Filed as: TOWERS WATSON DELAWARE INC | PO BOX 28852 NEW YORK, NY 100878852 | VISION SERVICE PLAN | $20K | — | $20K | 10.00% |
| WILLIS TOWERS WATSON US LLC4 Filed as: TOWERS WATSON DELAWARE INC. | COMMISSIONS LOCKBOX 28852 PO BOX 28852 NEW YORK, NE 100878852 | AETNA LIFE INSURANCE CO. | $27K | — | $27K | 14.63% |
| BLUE CHIP BENEFITS3 Filed as: BLUE CHIP ADVISORS, LLC | 4747 WEST 135TH STREET STE 350 LEAWOOD, KS 66224 | HYATT LEGAL PLANS, INC. | $12K | — | $12K | 9.34% |
| WILLIS TOWERS WATSON US LLC4 Filed as: TOWERS WATSON DELAWARE, INC. | COMMISSION LOCKBOX 28852 PO BOX 28852 NEW YORK, NY 10087 | KAISER FOUNDATION HEALTH PLAN OF GEORGIA | $2K | — | $2K | 1.97% |
| WILLIS TOWERS WATSON US LLC4 Filed as: TOWERS WATSON DELAWARE, INC. | COMMISSIONS LOCKBOX #28852 PO BOX 28852 NEW YORK, NY 10087 | KAISER FOUNDATION HEALTH PLAN OF COLORADO | $3K | — | $3K | 2.76% |
| WILLIS TOWERS WATSON US LLC4 Filed as: TOWERS WATSON DELAWARE INC. | LOCKBOX 28852 PO BOX 28852 NEW YORK, NY 100878852 | EYE MED | $6K | — | $6K | 9.18% |
| WILLIS TOWERS WATSON US LLC4 Filed as: TOWERS WATSON DELAWARE INC | COM LOCKBOX 28852 PO BOX 28852 NEW YORK, NE 100878852 | SECURIAN LIFE INSURANCE COMPANY | $4K | — | $4K | 5.64% |
| AON CONSULTING INC3 Filed as: AON BENEFIT SERVICES | PO BOX 905494 CHARLOTTE, NC 28290 | AETNA LIFE INSURANCE CO. | $1K | — | $1K | 9.27% |
| UNIVERS WORKPLACE BENEFITS3 | CUSTOM BENEFITS PROG, INC. 897 12TH ST. 1 HAMMONTON, NJ 08037 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $15 | — | $15 | 5.73% |
| BRET M BOEGER3 Filed as: BRET M. BOEGER | 4747 W 135TH ST. STE 350 LEAWOOD, KS 66224 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $15 | — | $15 | 5.73% |
| UNIVERS WORKPLACE BENEFITS3 | CUSTOM BENEFITS PROGRAM INC. 897 12TH ST 1 HAMMONTON, NJ 08037 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $20 | — | $20 | 9.01% |
| BRET M BOEGER3 | 4747 W 135TH ST STE 350 LEAWOOD, KS 66224 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $13 | — | $13 | 5.86% |
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 | 9,511 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 70 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 1,446 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 11,027 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(14 contracts, 10 carriers) | AETNA LIFE INSURANCE CO. | 2,448 | $8.3M |
| Dental(5 contracts, 4 carriers) | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (CIGNA) | 721 | $3.5M |
| Vision(8 contracts, 6 carriers) | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (CIGNA) | 2,005 | $4.0M |
| Life insurance(4 contracts, 2 carriers) | AETNA LIFE INSURANCE CO. | 20,678 | $1.3M |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 0 | $925K |
| Prescription drug(8 contracts, 7 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 264 | $3.4M |
| Stop-loss / reinsurancereinsurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 8,393 | $1.9M |
| Other(7 contracts, 5 carriers) | KANAWHA INSURANCE COMPANY | 14,245 | $1.8M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 20,678 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.