| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 | 5444 WESTHEIMER, SUITE 900 HOUSTON, TX 77056 | AETNA LIFE INSURANCE COMPANY | — | $233 | $233 | 0.01% |
| ALLIANT INSURANCE SERVICES, INC.3 | 5444 WESTHEIMER, SUITE 90 HOUSTON, TX 77056 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $22K | — | $22K | 2.00% |
| CONNER STRONG & BUCKELEW3 Filed as: CONNER STRONG & BUCKELEW CO, INC | PO BOX 99106 CAMDEN, NJ 08101 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $13K | $13K | 1.14% |
| ALLIANT INSURANCE SERVICES, INC.3 | 5444 WESTHEIMER, SUITE 900 HOUSTON, TX 77056 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $17K | — | $17K | 2.00% |
| CONNER STRONG & BUCKELEW3 Filed as: CONNER STRONG & BUCKELEW CO, INC | PO BOX 99106 CAMDEN, NJ 08101 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $13K | $13K | 1.43% |
| FMLASOURCE INC5 | 455 N CITYFRONT PLAZA DR, 13TH FL CHICAGO, NJ 60611 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $76K | $76K | 9.33% |
| ALLIANT INSURANCE SERVICES, INC.3 | 5444 WESTHEIMER, SUITE 900 HOUSTON, TX 77056 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $16K | — | $16K | 2.00% |
| CONNER STRONG & BUCKELEW3 Filed as: CONNER STRONG & BUCKELEW CO, INC | PO BOX 99106 CAMDEN, NJ 08101 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $13K | $13K | 1.54% |
| ALLIANT INSURANCE SERVICES, INC.3 | 5444 WESTHEIMER, SUITE 900 HOUSTON, TX 77056 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $15K | — | $15K | 2.00% |
| CONNER STRONG & BUCKELEW3 Filed as: CONNER STRONG & BUCKELEW CO, INC | PO BOX 99106 CAMDEN, NJ 08101 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $13K | $13K | 1.70% |
| CONNER STRONG & BUCKELEW3 Filed as: CONNER STRONG & BUCKELEW CO, INC | PO BOX 99106 CAMDEN, NJ 08101 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $11K | $11K | 2.73% |
| ALLIANT INSURANCE SERVICES, INC.3 | 5444 WESTHEIMER, SUITE 900 HOUSTON, TX 77056 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $8K | — | $8K | 2.00% |
| CONNER STRONG & BUCKELEW3 Filed as: CONNER STRONG & BUCKELEW CO, INC | PO BOX 99106 CAMDEN, NJ 08101 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $906 | $906 | 3.69% |
| ALLIANT INSURANCE SERVICES, INC.3 | 5444 WESTHEIMER, SUITE 900 HOUSTON, TX 77056 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $491 | — | $491 | 2.00% |
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 | 5,611 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 148 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 5,759 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | AETNA LIFE INSURANCE COMPANY | 8,401 | $2.5M |
| Vision | AETNA LIFE INSURANCE COMPANY | 8,401 | $2.5M |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 5,611 | $1.2M |
| Short-term disability(3 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 2,388 | $1.9M |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 1,831 | $872K |
| Other(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 5,611 | $1.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 8,401 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.