| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CONNECTEDHEALTH LLC Filed as: CONNECTEDHEALTH | 311 S WACKER DR STE 2300 CHICAGO, IL 60606 | ANTHEM LIFE INSURANCE COMPANY (G1400) | $23K | — | $23K | 2.41% |
| CONNECTEDHEALTH LLC | 2211 N ELSTON AVE CHICAGO, IL 60618 | HEALTHY ALLIANCE LIFE INSURANCE COMPANY | $9K | — | $9K | 10.00% |
| CONNECTEDHEALTH LLC Filed as: CONNECTEDHEALTH | 311 S WACKER DR STE 2300 CHICAGO, IL 60606 | ANTHEM LIFE INSURANCE COMPANY (G1400) | $5K | — | $5K | 14.08% |
| SIMONE HITE | 442 S PRINCE LN SPRINGFIELD, MO 65802 | AFLAC | $2K | $81 | $2K | 8.63% |
| SEAN SMITH MANAGEMENT LLC | 319 N MAIN AVE SPRINGFIELD, MO 65806 | AFLAC | $344 | $16 | $360 | 1.44% |
| LINDSEY MARIE DUFEK Filed as: LINDSEY DUFEK | 1009 PELICAN COVE OCEAN SPRINGS, MS 39564 | AFLAC | $184 | — | $184 | 0.74% |
| MANETA KIMBALL | 4012 W ROSEBRIER ST SPRINGFIELD, MO 65807 | AFLAC | $150 | — | $150 | 0.60% |
| JONATHAN R KING Filed as: JONATHAN KING | 267 ROCK CASTLE DR LEBANON, TN 37087 | AFLAC | $145 | — | $145 | 0.58% |
| STEVEN E SELF Filed as: STEVEN SELF | 302 LUTHER JACKSON DR MARYVILLE, TN 37804 | AFLAC | $91 | $51 | $142 | 0.57% |
| JASON E WELLS Filed as: JASON WELLS | 1863 HIGHWAY 215 PLEASANT HOPE, MO 65725 | AFLAC | $110 | $16 | $126 | 0.50% |
| TORREY A AMSTUTZ Filed as: TORREY AMSTUTZ | 1125 E LAKEWOOD ST SPRINGFIELD, MO 65810 | AFLAC | $123 | — | $123 | 0.49% |
| MOLLIE ZIGELNIK | PO BOX 6695 SEVIERVILLE, TN 37864 | AFLAC | $92 | $10 | $102 | 0.41% |
| JEREMIAH TROY TALTON Filed as: JEREMIAH TALTON | 232 GOODMAN RD W SOUTHAVEN, MS 38671 | AFLAC | $98 | — | $98 | 0.39% |
| MATTHEW D BUTLER Filed as: MATTHEW BUTLER | 123 CENTER PARK DR STE 102 KNOXVILLE, TN 37922 | AFLAC | $44 | $10 | $54 | 0.22% |
| RANDALL WALLACE | PO BOX 6695 SEVIERVILLE, TN 37864 | AFLAC | $52 | — | $52 | 0.21% |
| DAVID H SEVON Filed as: DAVID SEVON | 1309 E REPUBLIC RD STE A SPRINGFIELD, MO 65804 | AFLAC | $49 | — | $49 | 0.20% |
| MARK BUTLER INC | 13155 A SHRINERS BLVD BILOXI, MS 39532 | AFLAC | $48 | — | $48 | 0.19% |
| REGIONS INSURANCE INC | 1500 RIVERFRONT DR LITTLE ROCK, AR 72223 | AFLAC | $38 | — | $38 | 0.15% |
| JOHN DALLAS BYERS | 2477 TITANS LN BRENTWOOD, TN 37027 | AFLAC | $38 | — | $38 | 0.15% |
| DENISE MERRITT | 3518 BONNIE DR APOPKA, FL 32703 | AFLAC | $36 | — | $36 | 0.14% |
| SEAN SMITH MANAGEMENT LLC Filed as: SEAN SMITH | 319 N MAIN AVE SPRINGFIELD, MO 65806 | AFLAC | $22 | — | $22 | 0.09% |
| D AND V BUTLER INC | 601 CRESCENT BLVD RIDGELAND, MS 39157 | AFLAC | $22 | — | $22 | 0.09% |
| BRENT GOODE | 2000 GLEN ECHO RD NASHVILLE, TN 37215 | AFLAC | $18 | — | $18 | 0.07% |
| VBTN, INC Filed as: VBTN INC | 2000 GLEN ECHO RD NASHVILLE, TN 37215 | AFLAC | $17 | — | $17 | 0.07% |
| JEREMY FRYE & ASSOCIATES INC Filed as: JEREMY FRYE & ASSOC INC | 1508 N CHURCH RD LIBERTY, MO 64068 | AFLAC | $17 | — | $17 | 0.07% |
| BRADLEY K HARRISON Filed as: BRADLEY HARRISON | 3432 W TRUMAN BLVD JERRERSON CITY, MO 65109 | AFLAC | $13 | — | $13 | 0.05% |
| DEREK B DAVIS Filed as: DEREK DAVIS | 1039 44TH N STE 101 MYRTLE BEACH, SC 29577 | AFLAC | $11 | — | $11 | 0.04% |
| JEREMY FRYE | 1508 N CHURCH RD LIBERTY, MO 64068 | AFLAC | $8 | — | $8 | 0.03% |
| TLW VENTURES LLC | 614 E HWY 50 338 CLERMONT, FL 34711 | AFLAC | $6 | — | $6 | 0.02% |
| JAY OLEARY | 2000 GLEN ECHO RD STE 204 NASHVILLE, TN 37215 | AFLAC | $5 | — | $5 | 0.02% |
| JOSEPH ZEZZA | 9855 N LEWIS AVE KANSAS CITY, MO 64157 | AFLAC | $5 | — | $5 | 0.02% |
| JENNIFER SMITH | 319 N MAIN AVE STE 130 SPRINGFIELD, MO 65806 | AFLAC | $4 | — | $4 | 0.02% |
| RANDALL D LADNER Filed as: RANDALL LADNER | 6 GREENBRIAR DR GULFPORT, MS 39507 | AFLAC | $4 | — | $4 | 0.02% |
| JUSTIN M GUIDI Filed as: JUSTIN GUIDI | 555 N PLEASANTBURG DR GREENVILLE, SC 29607 | AFLAC | $3 | — | $3 | 0.01% |
| JOSEPH LEDOUX | 2411 CARTER AVE NASHVILLE, TN 37206 | AFLAC | $3 | — | $3 | 0.01% |
| SEFORA BILLUPS | 1553 STATE HIGHWAY Y FORSYTH, MO 65653 | AFLAC | $2 | — | $2 | 0.01% |
| PETER B WILKINSON JR Filed as: PETER WILKINSON JR | 6202 IOLA AVE STE 115 LUBBOCK, TX 79424 | AFLAC | $2 | — | $2 | 0.01% |
| VICKI M BUTLER Filed as: VICKI BUTLER | 601 CRESCENT BLVD STE 102 RIDGELAND, MS 39157 | AFLAC | $2 | — | $2 | 0.01% |
| ASHTON CONSULTING INC | 2101 W BROADWAY COLUMBIA, MO 65203 | AFLAC | $2 | — | $2 | 0.01% |
| WESNER ENTERPRISES LLC | 1508 N CHURCH RD STE B LIBERTY, MO 64068 | AFLAC | $2 | — | $2 | 0.01% |
| JOHN TYLER | 130 DUCK HAWK WAY MARIETTA, SC 29661 | AFLAC | $1 | — | $1 | 0.00% |
| JOANNA G MATHERLY Filed as: JOANNA MATHERLY | 2000 GLEN ECHO DR STE 204 NASHVILLE, TN 37215 | AFLAC | $1 | — | $1 | 0.00% |
| ALAN W MARTIN Filed as: ALAN MARTIN | 12524 MALLARD BAY DR KNOXVILLE, TN 37922 | AFLAC | $1 | — | $1 | 0.00% |
| STEVEN HELTON | PO BOX 4977 SEVIERVILLE, TN 37864 | AFLAC | — | — | $0 | 0.00% |
| KRISTIE WEIDMANN | 319 N MAIN AVE SPRINGFIELD, MO 65806 | AFLAC | — | — | $0 | 0.00% |
| LESLIE K KIMBROUGH Filed as: LESLIE KIMBROUGH | PO BOX 273488 BOCA RATON, FL 33427 | AFLAC | — | — | $0 | 0.00% |
| STEVEN ELLERTH | 108 NESTLEDOWN CROSSING BELL BUCKLE, TN 37020 | AFLAC | — | — | $0 | 0.00% |
| JEREMIAH TROY TALTON Filed as: JEREMIAH TALTON | 3500 N CAUSEWAY BLVD METAIRIE, LA 70002 | AFLAC | — | — | $0 | 0.00% |
| LYNN HODGE | 32 EARHART RD BLUFF CITY, TN 37618 | AFLAC | — | — | $0 | 0.00% |
| KODY L GUINN Filed as: KODY GUINN | 160 COX RD JOHNSON CITY, TN 37615 | AFLAC | — | — | $0 | 0.00% |
| JACKSON D RHODES Filed as: JACKSON RHODES | 525 W OAKLAND AVE JOHNSON CITY, TN 37604 | AFLAC | — | — | $0 | 0.00% |
| CONNECTEDHEALTH LLC3 | 2211 N ELSTON AVE STE 202 CHICAGO, IL 60614 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $4K | — | $4K | 15.00% |
| CENTERSTONE INSURANCE AND FINANCIAL3 Filed as: CENTERSTONE INS AND FNCL SVCS | 4851 LBJ FREEWAY 1100 DALLAS, TX 75244 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $1K | $1K | 5.00% |
| CONNECTEDHEALTH LLC3 | 2211 N ELSTON AVE STE 202 CHICAGO, IL 60614 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | — | $3K | 15.00% |
| CENTERSTONE INSURANCE AND FINANCIAL3 Filed as: CENTERSTONE INS AND FNCL SVCS | 4851 LBJ FREEWAY 1100 DALLAS, TX 75244 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $979 | $979 | 5.00% |
| CONNECTEDHEALTH LLC3 | 2211 N ELSTON AVE STE 202 CHICAGO, IL 60614 | VISION SERVICE PLAN | $1K | — | $1K | 5.69% |
| SIMONE HITE | 442 S PRINCE LANCE SPRINGFIELD, MO 65802 | CONTINENTAL AMERICAN INSURANCE COMPANY | $85 | — | $85 | 2.53% |
| TORREY A AMSTUTZ Filed as: TORREY AMSTUTZ | 1125 E LAKEWOOD SPRINGFIELD, MO 65810 | CONTINENTAL AMERICAN INSURANCE COMPANY | $66 | — | $66 | 1.97% |
| SEAN SMITH MANAGEMENT LLC | 319 N MAIN STE 130 SPRINGFIELD, MO 65806 | CONTINENTAL AMERICAN INSURANCE COMPANY | $49 | — | $49 | 1.46% |
| MANETA KIMBALL | 4012 W ROSEBRIER SPRINGFIELD, MO 65807 | CONTINENTAL AMERICAN INSURANCE COMPANY | $42 | — | $42 | 1.25% |
| JEREMY FRYE & ASSOCIATES INC Filed as: JEREMY FRYE & ASSOC | 1508 N CHURCH RD LIBERTY, MO 64068 | CONTINENTAL AMERICAN INSURANCE COMPANY | $20 | — | $20 | 0.60% |
| CONSTANCE I LAGER Filed as: CONSTANCE LAGER | 5109 NE 55TH TERR KANSAS CITY, MO 64119 | CONTINENTAL AMERICAN INSURANCE COMPANY | $6 | — | $6 | 0.18% |
| JASON E WELLS Filed as: JASON WELLS | 319 N MAIN AVE SPRINGFIELD, MO 65806 | CONTINENTAL AMERICAN INSURANCE COMPANY | $5 | — | $5 | 0.15% |
| JENNIFER L BOYD (SMITH) Filed as: JENNIFER BOYD | 319 N MAIN ST SPRINGFIELD, MO 65806 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3 | — | $3 | 0.09% |
| JANET ZENTMIRE RIGSBY Filed as: JANET LANGE | 801 MELANAE CT LIBERTY, MO 64068 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2 | — | $2 | 0.06% |
| WESNER ENTERPRISES LLC | 416 NE 101ST ST KANSAS CITY, MO 64155 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1 | — | $1 | 0.03% |
| CONNECTEDHEALTH LLC Filed as: CONNECTEDHEALTH | 2211 N ELSTON AVE CHICAGO, IL 60618 | HEALTHY ALLIANCE LIFE INSURANCE COMPANY (G0262) | — | — | $0 | — |
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 | 222 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 225 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | HEALTHY ALLIANCE LIFE INSURANCE COMPANY (G0262) | 189 | $0 |
| Dental | HEALTHY ALLIANCE LIFE INSURANCE COMPANY | 160 | $92K |
| Vision(2 contracts, 2 carriers) | VISION SERVICE PLAN | 189 | $18K |
| Life insurance | ANTHEM LIFE INSURANCE COMPANY (G1400) | 93 | $35K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 79 | $20K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 82 | $25K |
| Other(2 contracts, 2 carriers) | AFLAC | 26 | $28K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 292 | — |
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.