| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC3 | 444 W 47TH ST STE 900 KANSAS CITY, MO 64112 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $10K | — | $10K | 5.00% |
| LOCKTON COMPANIES, LLC3 | 444 W 47TH ST STE 900 KANSAS CITY, MO 64112 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $9K | — | $9K | 10.00% |
| SHEALY BENEFITS SERVICES INC5 Filed as: SHEALY BENEFITS SERVICES | 215 HOGAN WAY LEXINGTON, SC 29072 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $5K | $5K | 5.00% |
| LOCKTON COMPANIES, LLC3 | 444 W 47TH ST STE 900 KANSAS CITY, MO 64112 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $5K | — | $5K | 10.00% |
| LOCKTON COMPANIES, LLC3 | 444 W 47TH ST STE 900 KANSAS CITY, MO 64112 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | — | $4K | 10.00% |
| LOCKTON COMPANIES, LLC3 | 444 W 47TH ST STE 900 KANSAS CITY, MO 64112 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | — | $3K | 15.00% |
| SHEALY BENEFITS SERVICES INC5 Filed as: SHEALY BENEFITS SERVICES | 215 HOGAN WAY LEXINGTON, SC 29072 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $1K | $1K | 5.00% |
| LOCKTON COMPANIES, LLC3 | 444 W 47TH ST STE 900 KANSAS CITY, MO 64112 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | — | $3K | 15.00% |
| SHEALY BENEFITS SERVICES INC5 Filed as: SHEALY BENEFITS SERVICES | 215 HOGAN WAY LEXINGTON, SC 29072 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $965 | $965 | 5.00% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES - KANSAS CITY, MO | PO BOX 843844 KANSAS CITY, MO 641843844 | EYEMED VISION CARE | $2K | — | $2K | 9.96% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | 444 W 47TH STREET STE 900 KANSAS CITY, MO 64112 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | — | $1K | 10.00% |
| LOCKTON COMPANIES, LLC3 | PO BOX 843844 KANSAS CITY, MO 641843844 | VISION SERVICE PLAN | $838 | — | $838 | 7.31% |
| LOCKTON COMPANIES, LLC4 Filed as: LOCKTON COMPANIES LLC | 444 W 47TH ST STE 900 KANSAS CITY, MO 64112 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $812 | — | $812 | 9.97% |
| CASSANDRA GREEN4 Filed as: CASSANDRA PRINKE | 25825 N MOON BLOSSUM LN PHOENIX, AZ 85083 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $654 | — | $654 | 8.03% |
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 | 442 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 444 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | UNITED OF OMAHA LIFE INSURANCE COMPANY | 279 | $202K |
| Vision(2 contracts, 2 carriers) | EYEMED VISION CARE | 320 | $30K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 442 | $103K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 196 | $48K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 173 | $45K |
| Stop-loss / reinsurancereinsurance(2 contracts) | HCC LIFE INSURANCE COMPANY | 312 | $648K |
| Other(5 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 442 | $151K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 442 | — |
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.