| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| JANE CLEMENS3 | 11578 E FREESIA RD MOUNT VERNON, IL 62864 | AMERICAN FAMILY LIFE ASSURANCE COMPANY | $5K | $264 | $5K | 26.47% |
| H BRRIAN GIBSON3 | 240 WILSON PIKE CTR STE 200 BRENTWOOD, TN 37027 | AMERICAN FAMILY LIFE ASSURANCE COMPANY | $4K | $323 | $5K | 23.55% |
| JANE CLEMENS3 | 11530 E FREESIA RD MOUNT VERNON, IL 62864 | AMERICAN FAMILY LIFE ASSURANCE COMPANY | $3K | $112 | $3K | 16.98% |
| TROY OWENS3 Filed as: TROY STEPHEN OWENS | 7770 HOARD RD ALMA, IL 62807 | AMERICAN FAMILY LIFE ASSURANCE COMPANY | $1K | $26 | $1K | 7.30% |
| TARA JORDAN3 | 800 LAKESHORE DR TUSCOLA, IL 61953 | AMERICAN FAMILY LIFE ASSURANCE COMPANY | $1K | $118 | $1K | 6.70% |
| CAROLYN J HINKLE3 Filed as: CAROLYN HINKLE | 1372 COUNTY ROAD 2200 E FAIRFIELD, IL 62837 | AMERICAN FAMILY LIFE ASSURANCE COMPANY | $685 | — | $685 | 3.46% |
| JAMES D COCKBURN3 Filed as: JAMES KOSCO | 301 INDIAN RD JOHNSTON CITY, IL 62951 | AMERICAN FAMILY LIFE ASSURANCE COMPANY | $414 | — | $414 | 2.09% |
| JASON HOFFARD3 | 34215 OFFICE PARK DR STE C MARION, IL 62959 | AMERICAN FAMILY LIFE ASSURANCE COMPANY | $252 | — | $252 | 1.27% |
| JASON E COX3 Filed as: JASON COX | 495 TUNNELL VALLEY LN TUNNELL HILL, IL 62972 | AMERICAN FAMILY LIFE ASSURANCE COMPANY | $231 | — | $231 | 1.17% |
| TRAVIS COCKBURN3 | 402 N MAIN ST BENTON, IL 62812 | AMERICAN FAMILY LIFE ASSURANCE COMPANY | $210 | — | $210 | 1.06% |
| SHARYL BATHE3 | 620 ODD FELLOW RD MATOON, IL 61938 | AMERICAN FAMILY LIFE ASSURANCE COMPANY | $188 | — | $188 | 0.95% |
| JONI L BARBRE3 Filed as: JONI BARBRE | 607 N EPWORTH ST FAIRFIELD, IL 62837 | AMERICAN FAMILY LIFE ASSURANCE COMPANY | $153 | — | $153 | 0.77% |
| TRAVIS COCKBURN3 | PO BOX 335 JOHNSTON CITY, IL 62951 | AMERICAN FAMILY LIFE ASSURANCE COMPANY | $150 | — | $150 | 0.76% |
| TERRY SILVERS3 | 100 GREENLEAF DR FLAT ROCK, NC 28731 | AMERICAN FAMILY LIFE ASSURANCE COMPANY | $135 | — | $135 | 0.68% |
| FRANK A HAMILTON3 Filed as: FRANK HAMILTON | 9504 BRIGHTON BUNKER HILL RD BUNKER HILL, IL 62014 | AMERICAN FAMILY LIFE ASSURANCE COMPANY | $126 | — | $126 | 0.64% |
| SHARYL K BATHE3 Filed as: SHARYL JUNEAU | 620 ODD FELLOW RD MATOON, IL 61938 | AMERICAN FAMILY LIFE ASSURANCE COMPANY | $120 | — | $120 | 0.61% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BRUCE BROWN | 7540 OLD HIGHWAY 50 FLORA, IL 62839 | AMERICAN FAMILY LIFE ASSURANCE COMPANY | $93 | — | $93 | 0.47% |
| STEPHEN B THACKSTON3 Filed as: STEPHEN THACKSTON | 5873 LAKE RESORT TER APT E 100 CHATTANOOGA, TN 37415 | AMERICAN FAMILY LIFE ASSURANCE COMPANY | $80 | — | $80 | 0.40% |
| DEVIN M PEGRAM3 Filed as: DEVIN MARIE PEGRAM | 1450 LENHART RD SPRINGFIELD, IL 62711 | AMERICAN FAMILY LIFE ASSURANCE COMPANY | $76 | — | $76 | 0.38% |
| GARY W WARE JR3 Filed as: GARY WARE JR | 2306 VALLEYBROOK DR CHAMPAIGN, IL 61822 | AMERICAN FAMILY LIFE ASSURANCE COMPANY | $66 | — | $66 | 0.33% |
| JAMES M BROCK3 Filed as: JAMES COCKBURN | 1111 ANKER DR MARION, IL 62959 | AMERICAN FAMILY LIFE ASSURANCE COMPANY | $66 | — | $66 | 0.33% |
| DAVID HENDERSON3 | 2351 CRESCENT HILL DR OWENSBORO, KY 42303 | AMERICAN FAMILY LIFE ASSURANCE COMPANY | $65 | — | $65 | 0.33% |
| GARY W JOHNSON3 Filed as: GARY JOHNSON | 123 CENTER PARK DR STE 102 KNOXVILLE, TN 37922 | AMERICAN FAMILY LIFE ASSURANCE COMPANY | $62 | — | $62 | 0.31% |
| LINDA WHEAT3 | 507 HORSESHOE LN CASEY, IL 62420 | AMERICAN FAMILY LIFE ASSURANCE COMPANY | $61 | — | $61 | 0.31% |
| ROSANNE GARNER3 | 203 N CEDAR ST BONE GAP, IL 62815 | AMERICAN FAMILY LIFE ASSURANCE COMPANY | $58 | — | $58 | 0.29% |
| SEAN GRIFFITH3 | 202 W EICHE AVE EFFINGHAM, IL 62401 | AMERICAN FAMILY LIFE ASSURANCE COMPANY | $42 | — | $42 | 0.21% |
| JEREMY S KLOKKENGA3 Filed as: JEREMY KLOKKENGA | 20097 SHAKER LAKE RD BLOOMINGTON, IL 61705 | AMERICAN FAMILY LIFE ASSURANCE COMPANY | $42 | — | $42 | 0.21% |
| KENNETH KOEBELE3 | 5364 E 1400TH AVE WHEELER, IL 62479 | AMERICAN FAMILY LIFE ASSURANCE COMPANY | $31 | — | $31 | 0.16% |
| GARY A EBERLIN3 Filed as: GARY EBERLIN | 3415 MAPLE RIDGE DR WOOD RIVER, IL 62095 | AMERICAN FAMILY LIFE ASSURANCE COMPANY | $30 | — | $30 | 0.15% |
| CHRISTIE MARZARI3 | 1932 WYNNTON RD COLUMBUS, GA 31999 | AMERICAN FAMILY LIFE ASSURANCE COMPANY | $26 | — | $26 | 0.13% |
| ROBERT D WAKE3 Filed as: ROBERT WAKE | PO BOX 87 WASHINGTON, IN 47501 | AMERICAN FAMILY LIFE ASSURANCE COMPANY | $22 | — | $22 | 0.11% |
| HEALTHCARE SOLUTIONS GROUP, INC.3 Filed as: HEALTHCARE SOLUTIONS | PO BOX 84 HARRISBURG, IL 62946 | AMERICAN FAMILY LIFE ASSURANCE COMPANY | $22 | — | $22 | 0.11% |
| ROBERT SAMUEL3 | 5828 ARCTIC FOX DR CARTERVILLE, IL 62918 | AMERICAN FAMILY LIFE ASSURANCE COMPANY | $20 | — | $20 | 0.10% |
| CLEMENS & ASSOCIATES LIFE AGENCY3 Filed as: CLEMENS & ASSOC LIFE AGCY LTD | PO BOX 217 2806 E EMPIRE ST BLOOMINGTON, IL 61702 | AMERICAN FAMILY LIFE ASSURANCE COMPANY | $19 | — | $19 | 0.10% |
| WILLIAM B KRZCIOK3 | 2760 FORT MYER AVE HENDERSON, NV 89052 | AMERICAN FAMILY LIFE ASSURANCE COMPANY | $17 | — | $17 | 0.09% |
| BRUCE CROHN LLC3 Filed as: BRUCE HARRIS | 1011 HERBERT ST MOUNT VERNON, IL 62864 | AMERICAN FAMILY LIFE ASSURANCE COMPANY | $16 | — | $16 | 0.08% |
| JORDAN LYNN FUNK3 | 917 COUNT ROAD 100 N THOMPSONVILLE, IL 62890 | AMERICAN FAMILY LIFE ASSURANCE COMPANY | $16 | — | $16 | 0.08% |
| DEBRA HENDRICKSON3 | 17 RIDGE WOOD DR MONROE, OH 45050 | AMERICAN FAMILY LIFE ASSURANCE COMPANY | $13 | — | $13 | 0.07% |
| MARTHA MONCKTON3 | 2411 E GRANDVIEW AVE PEORIA, IL 61614 | AMERICAN FAMILY LIFE ASSURANCE COMPANY | $12 | — | $12 | 0.06% |
| JASON HOFFARD3 | 3415 OFFICE PARK DR STE C MARION, IL 62959 | AMERICAN FAMILY LIFE ASSURANCE COMPANY | $12 | — | $12 | 0.06% |
| BRIAN R KIMMEL3 Filed as: BRIAN KIMMEL | 309 BRAESWICK DR LAKE ST LOUIS, MO 63367 | AMERICAN FAMILY LIFE ASSURANCE COMPANY | $11 | — | $11 | 0.06% |
| JOHN C RASCHELLA3 Filed as: JOHN RASCHELLA | 20521 TAHITIAN BLVD ESTERO, FL 33928 | AMERICAN FAMILY LIFE ASSURANCE COMPANY | $9 | — | $9 | 0.05% |
| JOHN TYLER3 | 2131 KILEY WAY EDMOND, OK 73034 | AMERICAN FAMILY LIFE ASSURANCE COMPANY | $8 | — | $8 | 0.04% |
| TAMMY KILGORE3 | 2209 BELLA FIORE LN PONTIAC, IL 61764 | AMERICAN FAMILY LIFE ASSURANCE COMPANY | $7 | — | $7 | 0.04% |
| JOSEPH LEDOUX3 | 2411 CARTER AVE NASHVILLE, TN 37206 | AMERICAN FAMILY LIFE ASSURANCE COMPANY | $6 | — | $6 | 0.03% |
| RUTH WOLFANGEL3 | 8034 WITTS MILL LN CINCINNATI, OH 45255 | AMERICAN FAMILY LIFE ASSURANCE COMPANY | $6 | — | $6 | 0.03% |
| GEORGE P OWENS3 Filed as: GEORGE OWENS | 653 N ANTLER DR MT ZION, IL 62549 | AMERICAN FAMILY LIFE ASSURANCE COMPANY | $6 | — | $6 | 0.03% |
| KENNETH J CREWS3 | 1301 RAE LN #2 CARTERVILLE, IL 62918 | AMERICAN FAMILY LIFE ASSURANCE COMPANY | $6 | — | $6 | 0.03% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL OF IN LIMITED | 55 E JACKSON BLVD STE 1400A CHICAGO, IL 60604 | AMERICAN FAMILY LIFE ASSURANCE COMPANY | $6 | — | $6 | 0.03% |
| JAMES M BROCK3 Filed as: JAMES BROCK | 1501 SANBAR DR MARION, IL 62959 | AMERICAN FAMILY LIFE ASSURANCE COMPANY | $6 | — | $6 | 0.03% |
| BRIAN DAY3 | 13189 HITCHING POST RD DEWITT, MI 48820 | AMERICAN FAMILY LIFE ASSURANCE COMPANY | $4 | — | $4 | 0.02% |
| QUINN, MEYER & ASSOCIATES3 Filed as: QUINN MEYER & ASSOCIATES | 10800 WNICHCOMBE DR DUBLIN, OH 43016 | AMERICAN FAMILY LIFE ASSURANCE COMPANY | $2 | — | $2 | 0.01% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL OF IN LIMITED | PO BOX 158 EVANSVILLE, IN 47701 | AMERICAN FAMILY LIFE ASSURANCE COMPANY | $2 | — | $2 | 0.01% |
| GARRETT WILSON3 | 5527 BRENTWOOD RD KARNAK, IL 62956 | AMERICAN FAMILY LIFE ASSURANCE COMPANY | $1 | — | $1 | 0.01% |
| JAMES M FLETCHER3 Filed as: JAMES FLETCHER | 254 JOHN ST AURORA, IN 47001 | AMERICAN FAMILY LIFE ASSURANCE COMPANY | $1 | — | $1 | 0.01% |
| GREGORY J SHARP3 | 702 E 5TH ST COAL VALLEY, IL 61240 | AMERICAN FAMILY LIFE ASSURANCE COMPANY | $1 | — | $1 | 0.01% |
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 | 303 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 303 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | AMERICAN FAMILY LIFE ASSURANCE COMPANY | 302 | $20K |
| Vision | AMERICAN FAMILY LIFE ASSURANCE COMPANY | 302 | $20K |
| Life insurance | AMERICAN FAMILY LIFE ASSURANCE COMPANY | 302 | $20K |
| Short-term disability | AMERICAN FAMILY LIFE ASSURANCE COMPANY | 302 | $20K |
| Long-term disability | AMERICAN FAMILY LIFE ASSURANCE COMPANY | 302 | $20K |
| Other | AMERICAN FAMILY LIFE ASSURANCE COMPANY | 302 | $20K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 302 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.