| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| DREW ENGEBRECHT3 | HOLMES MURPHY AND ASSOCIATES, INC. PO BOX 441 DES MOINES, IA 50302 | HEALTHPARTNERS | $23K | $2K | $26K | 2.97% |
| STEVEN G JOHNSON3 Filed as: STEVEN G. JOHNSON | 35989 HIGHWAY 69 STE C FOREST CITY, IA 50436 | AFLAC | $8K | $144 | $8K | 9.90% |
| HOWARD EATON3 | 3141 PRAIRIE ROSE DR NORWALK, IA 50211 | AFLAC | $601 | — | $601 | 0.73% |
| THE TODD GROUP3 | 4409 BLAIR RIDGE RD CEDAR FALLS, IA 50613 | AFLAC | $514 | — | $514 | 0.62% |
| JUSTIN E VAZQUEZ3 | 906 S 7TH ST APT 3 FOREST CITY, IA 50436 | AFLAC | $509 | — | $509 | 0.62% |
| SKYLAR D BERDAUS3 | 1100 1ST AVE N APT 23 FORT DODGE, IA 50501 | AFLAC | $255 | — | $255 | 0.31% |
| MISSY A ARENHOLZ3 | 403 W PROSPECT ST BOX 712 SHELL ROCK, IA 50670 | AFLAC | $225 | $25 | $250 | 0.30% |
| THE SHARON MILLER AGENCY LLC3 | PO BOX 15 BELMOND, IA 50421 | AFLAC | $221 | $26 | $247 | 0.30% |
| HAYLEY J MUELLER3 | 1301 E FAYETTE ST DENVER, IA 50622 | AFLAC | $162 | $57 | $219 | 0.27% |
| YOLANDA N HARDEN3 | 501 2ND AVE NE ROCKFORD, IA 50468 | AFLAC | $171 | — | $171 | 0.21% |
| SCOTT R FRITCHER3 | 3511 131ST ST URBANDALE, IA 50323 | AFLAC | $125 | — | $125 | 0.15% |
| MATTHEW D BUTLER3 | 123 CENTER PARK DR STE 102 KNOXVILLE, TN 37922 | AFLAC | $114 | — | $114 | 0.14% |
| MONIKA M ARENDS3 | 3898 FENTON AVE STRATFORD, IA 50249 | AFLAC | $85 | $16 | $101 | 0.12% |
| GERALD L STEPHAN JR3 | 101 N CLARK ST FOREST CITY, IA 50436 | AFLAC | $86 | — | $86 | 0.10% |
| TERRELL & COMPANY INC3 | 4401 WESTOWN PKWY STE 350 WEST DES MOINES, IA 50266 | AFLAC | $73 | — | $73 | 0.09% |
| ALISON ZIESMER3 | 2285 260TH ST GARNER, IA 50438 | AFLAC | $73 | — | $73 | 0.09% |
| BENJAMIN THOMAS WITHERS3 | 1304 HILLCREST DR WAVERLY, IA 50677 | AFLAC | $65 | — | $65 | 0.08% |
| TARA STUDER & ASSOCIATES3 | PO BOX 104 ROCKWELL, IA 50469 | AFLAC | $48 | — | $48 | 0.06% |
| TRAVIS F KONIG3 | 12031 210TH ST ROCKWELL, IA 50469 | AFLAC | $48 | — | $48 | 0.06% |
| CAROL J THOMPSON3 | 51717 SUMMER WOOD CT GRANGER, IN 46530 | AFLAC | $46 | — | $46 | 0.06% |
| TORJOBA J LANGERUD3 | 106 N PARK ST LAKE MILLS, IA 50450 | AFLAC | $41 | — | $41 | 0.05% |
| CINDY L ANDERSON3 | 18862D 345TH ST FOREST CITY, IA 50436 | AFLAC | $40 | — | $40 | 0.05% |
| KACY A GRUENKEMEYER3 | 558 CLINGMANS LN CHATTANOOGA, TN 37419 | AFLAC | $26 | — | $26 | 0.03% |
| MONIKA M ARENDS3 | 1912 XIRCUS AVE WILLIAMS, IA 50271 | AFLAC | $25 | — | $25 | 0.03% |
| AUSTIN J PETERSON3 | 11116 AURORA AVE URBANDALE, IA 50322 | AFLAC | $24 | — | $24 | 0.03% |
| MONICA WENTZ3 Filed as: MONICA G WENTZ | 2629 UPPER CANEY VALLEY RD TAZEWELL, TN 37879 | AFLAC | $22 | — | $22 | 0.03% |
| JAMES L HAYES3 | 1547 CEDAR SPRINGS CT NORTH LIBERTY, IA 52317 | AFLAC | $16 | — | $16 | 0.02% |
| HEATHER D SWANSON3 | 115 SE BAYTREE DR WAUKEE, IA 50263 | AFLAC | $15 | — | $15 | 0.02% |
| GINA WIEGAND3 | 20379 TWIN PINES DR EARLHAM, IA 50072 | AFLAC | $15 | — | $15 | 0.02% |
| BERNARD J BRAZEAU3 | 6705 GRIMES ST INDIANOLA, IA 50125 | AFLAC | $15 | — | $15 | 0.02% |
| PAUL M MARTINDALE3 | 10255 PRETTY LAKE TRL PLYMOUTH, IN 46563 | AFLAC | $12 | — | $12 | 0.01% |
| AMY E COHEN3 Filed as: AMY J RENZE | 23121 215TH ST CARROLL, IA 51401 | AFLAC | $10 | — | $10 | 0.01% |
| GERRIT J VIS3 | PO BOX 86 1435 MAIN ST ROCK VALLEY, IA 51247 | AFLAC | $6 | — | $6 | 0.01% |
| JAMES A SMAARDYK3 | 3972 HOLLIS AVE PORT CHARLOTTE, FL 33953 | AFLAC | $5 | — | $5 | 0.01% |
| RICHARD R KIMBROUGH3 | 6380 N PARK MEADOW WAY APT 203 BOISE, ID 83713 | AFLAC | $5 | — | $5 | 0.01% |
| JOSHUA D TERRELL3 | 812 VENETIAN ISLES DR APT 1 LAKE PARK, FL 33403 | AFLAC | $5 | — | $5 | 0.01% |
| RONALD L HOVICK3 | 2214 SW 43RD TER CAPE CORAL, FL 33914 | AFLAC | $3 | — | $3 | 0.00% |
| JOHN F GLAUB3 | 54369 30TH ST SOUTH BEND, IN 46635 | AFLAC | $3 | — | $3 | 0.00% |
| DANNY L WHITMIRE3 | 16474 PRETTY VIEW DR PLYMOUTH, IN 46563 | AFLAC | $1 | — | $1 | 0.00% |
| WESLEY J TODD3 | 4409 BLAIR RIDGE RD CEDAR FALLS, IA 50613 | AFLAC | $1 | — | $1 | 0.00% |
| KERRY PARSONS3 Filed as: KERRY PICKARD | 8534 N OVERLAND DR KANSAS CITY, MO 64154 | AFLAC | $1 | — | $1 | 0.00% |
| JACQUELYN KIMBROUGH3 | 1680 BURR OAKS DR WEST DES MOINES, IA 50266 | AFLAC | $1 | — | $1 | 0.00% |
| STACEY LYN CASTELLANETA3 Filed as: STACEY SCHROCK | 3616 UNIVERSITY AVE APT 4 DES MOINES, IA 50311 | AFLAC | $1 | — | $1 | 0.00% |
| RYAN BENEFITS INC3 Filed as: RYAN LODE | 608 FAIRVIEW ST WALL LAKE, IA 51466 | AFLAC | $1 | — | $1 | 0.00% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY AND ASSOCIATES | 2727 GRAND PRAIRIE PKWY WAUKEE, IA 50263 | DELTA DENTAL | $4K | $131 | $4K | 5.80% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY AND ASSOCIATES, LLC | PO BOX 441 DES MOINES, IA 50302 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | $643 | $4K | 14.60% |
| STEVEN G JOHNSON3 | 15513 390TH ST LELAND, IA 50453 | CONTINENTAL AMERICAN INSURANCE COMPANY | $188 | — | $188 | 6.59% |
| THE TODD GROUP3 | 808 E 18TH ST CEDAR FALLS, IA 50613 | CONTINENTAL AMERICAN INSURANCE COMPANY | $43 | — | $43 | 1.51% |
| MATTHEW D BUTLER3 | 2049 GISELE WAY KNOXVILLE, TN 37931 | CONTINENTAL AMERICAN INSURANCE COMPANY | $24 | — | $24 | 0.84% |
| RONALD L HOVICK3 | 2214 SW 43RD TERRACE CAPE CORAL, FL 33914 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2 | — | $2 | 0.07% |
| SCOTT R FRITCHER3 | 3511 131ST ST URBANDALE, IA 50323 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2 | — | $2 | 0.07% |
| BERNARD J BRAZEAU3 | 6705 GRIMES ST INDIANOLA, IA 50125 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2 | — | $2 | 0.07% |
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 | 117 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 9 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 126 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | HEALTHPARTNERS | 95 | $956K |
| Dental | DELTA DENTAL | 92 | $64K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 256 | $26K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 256 | $26K |
| Short-term disability(2 contracts, 2 carriers) | AFLAC | 95 | $85K |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 256 | $26K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 256 | — |
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.