| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ACRISURE LLC3 | 9605 S KINGSTON CT STE 150 ENGLEWOOD, CO 80112 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $7K | $4K | $11K | 23.61% |
| GROUP BENEFITS LTD3 | 12006 RIDGEMONT DR URBANDALE, IA 50323 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $2K | $2K | 5.00% |
| ACRISURE LLC3 | 9605 S KINGSTON CT STE 150 ENGLEWOOD, CO 80112 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $7K | $4K | $10K | 23.36% |
| GROUP BENEFITS LTD3 | 12006 RIDGEMONT DR URBANDALE, IA 50323 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $2K | $2K | 5.00% |
| ACRISURE LLC3 | 9605 S KINGSTON CT STE 150 ENGLEWOOD, CO 80112 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $4K | $8K | 18.68% |
| GROUP BENEFITS LTD3 | 12006 RIDGEMONT DR URBANDALE, IA 50323 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $2K | $2K | 5.00% |
| JEREMY M EANES3 | 21729 E MERCER PL AURORA, CO 80018 | CONTINENTAL AMERICAN INSURANCE COMPANY | $706 | — | $706 | 1.84% |
| REGINA K SANTANGELO3 | 6892 S WEBSTER WAY LITTLETON, CO 80128 | CONTINENTAL AMERICAN INSURANCE COMPANY | $451 | — | $451 | 1.18% |
| JENNIFER L FREEMAN3 | 4672 CHARING CT CASTLE ROCK, CO 80109 | CONTINENTAL AMERICAN INSURANCE COMPANY | $270 | — | $270 | 0.70% |
| BARRY R WHITESIDES3 | 17575 E. DEWBERRY CIRCLE PARKER, CO 80134 | CONTINENTAL AMERICAN INSURANCE COMPANY | $212 | — | $212 | 0.55% |
| LINDSAY A LIJEWSKI3 | 6500 S QUEBEC ST. SUITE 250 CENTENNIAL, CO 80111 | CONTINENTAL AMERICAN INSURANCE COMPANY | $179 | — | $179 | 0.47% |
| JENNIFER L FOSS3 | 3807 TRANQUILITY TRAIL CASTLE ROCK, CO 80109 | CONTINENTAL AMERICAN INSURANCE COMPANY | $119 | — | $119 | 0.31% |
| JEREMY M EANES3 | 21729 E MARCER PL AURORA, CO 80018 | CONTINENTAL AMERICAN INSURANCE COMPANY | $118 | — | $118 | 0.31% |
| TIMOTHY B ASBY3 | 9247 N MERIDIAN ST STE 205 INDIANAPOLIS, IN 46260 | CONTINENTAL AMERICAN INSURANCE COMPANY | $108 | — | $108 | 0.28% |
| JO ANNE ALLEN LLC3 Filed as: JO ANNE ALLEN | 6110 LAGOLONDRI NA CT WHITE WATER, CO 81527 | CONTINENTAL AMERICAN INSURANCE COMPANY | $100 | — | $100 | 0.26% |
| MARY B SALMON3 | 3401 DENVER DR MCKINNEY, TX 75070 | CONTINENTAL AMERICAN INSURANCE COMPANY | $58 | — | $58 | 0.15% |
| DAYTON LLC3 | 5445 DTC PARKWAY SUITE 1036 GREENWOOD VILLAGE, CO 80111 | CONTINENTAL AMERICAN INSURANCE COMPANY | $49 | — | $49 | 0.13% |
| DEBRA K TORNBERG3 | 26065 N 68TH DR PEORIA, AZ 85383 | CONTINENTAL AMERICAN INSURANCE COMPANY | $48 | — | $48 | 0.13% |
| AMANDA RISNER3 | 7316 NABORS LANE MCKINNEY, TX 75071 | CONTINENTAL AMERICAN INSURANCE COMPANY | $38 | — | $38 | 0.10% |
| ROBERT K WHITT3 | 7712 SHOAL CREEK BLVD AUSTIN, TX 78757 | CONTINENTAL AMERICAN INSURANCE COMPANY | $35 | — | $35 | 0.09% |
| CODY V CHAPMAN3 | 106 MISSION DR NEW BRAUNFELS, TX 78130 | CONTINENTAL AMERICAN INSURANCE COMPANY | $34 | — | $34 | 0.09% |
| SUSAN C BANKS3 | 604 WILLOW BROOKE RD BRR SILVERTHORNE, CO 80498 | CONTINENTAL AMERICAN INSURANCE COMPANY | $31 | — | $31 | 0.08% |
| JOSE DE LOS SANTOS III3 Filed as: JOSE DE LOS SANTOS | 155 INVERNESS DRIVE WEST SUITE 300 ENGLEWOOD, CO 80112 | CONTINENTAL AMERICAN INSURANCE COMPANY | $24 | — | $24 | 0.06% |
| TINA WAY3 Filed as: TINA R WAY | 155 INVERNESS DRIVE WEST SUITE 300 ENGLEWOOD, CO 80122 | CONTINENTAL AMERICAN INSURANCE COMPANY | $22 | — | $22 | 0.06% |
| RYAN KADAVY3 | 8542 W FOOTHILL DR PEORIA, AZ 85383 | CONTINENTAL AMERICAN INSURANCE COMPANY | $13 | — | $13 | 0.03% |
| DON C SUNDAY3 | 2037 S GARY DR LAKEWOOD, CO 80227 | CONTINENTAL AMERICAN INSURANCE COMPANY | $12 | — | $12 | 0.03% |
| AMY M BUCHANAN3 Filed as: AMY BUCHANAN | 2277 WEST 3RD AVENUE DURANGO, CO 81301 | CONTINENTAL AMERICAN INSURANCE COMPANY | $12 | — | $12 | 0.03% |
| JEROME JEFFREY PESEK3 Filed as: JEROME J PESEK | 330 TORRINGTON DR AUSTIN, TX 78737 | CONTINENTAL AMERICAN INSURANCE COMPANY | $11 | — | $11 | 0.03% |
| SHAWN D HOLTORF3 | 5522 WEST NORTHWOOD DR GLENDALE, AZ 85310 | CONTINENTAL AMERICAN INSURANCE COMPANY | $10 | — | $10 | 0.03% |
| JAMES D RUDER3 | 1775 TRAPPENS COURT DELTA, CO 81410 | CONTINENTAL AMERICAN INSURANCE COMPANY | $8 | — | $8 | 0.02% |
| NANCY LAPHAM3 Filed as: NANCY L HARMON | 3925 S QUATAR ST AURORA, CO 80018 | CONTINENTAL AMERICAN INSURANCE COMPANY | $6 | — | $6 | 0.02% |
| GREGORY G WAY3 | 13074 COFFE TREE ST PARKER, CO 80134 | CONTINENTAL AMERICAN INSURANCE COMPANY | $5 | — | $5 | 0.01% |
| KP R VAN DYK3 | 456 SOUTH DEPEW ST LAKEWOOD, CO 80225 | CONTINENTAL AMERICAN INSURANCE COMPANY | $5 | — | $5 | 0.01% |
| LARRY HIGMAN3 | 34723 COUNTY ROAD 21 ELIZABETH, CO 80107 | CONTINENTAL AMERICAN INSURANCE COMPANY | $4 | — | $4 | 0.01% |
| CYNTHIA MYER3 Filed as: CYNTHIA A MYER | 2333 CR 250 DURANGO, CO 81301 | CONTINENTAL AMERICAN INSURANCE COMPANY | $4 | — | $4 | 0.01% |
| MYWAY LLC3 | 225 FOSTER LANE WHITEWATER, CO 81527 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3 | — | $3 | 0.01% |
| ASPEN R LLC3 | 752 MAIN AVE SUITE 202 DURANGO, CO 81301 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3 | — | $3 | 0.01% |
| SCOTT G GOFF3 | 12311 COLBY CIRCLE TYLER, TX 75707 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2 | — | $2 | 0.01% |
| JAMES ROB BLAKEY3 | 410 NE LOOP 410 STE 405 SAN ANTONIO, TX 78318 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2 | — | $2 | 0.01% |
| JEFFREY S GIBSON3 | 9292 E TOPEKA DRIVE SCOTTSDALE, AZ 85255 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| CHAD P SCHNEIDER3 | 1 W SUPERIOR ST #1301 CHICAGO, IL 60654 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| JEFF KLENMAN3 | 33202 N 45TH WAY CAVE CREEK, AZ 85131 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| JONATHAN SAMUEL KIRKLAND3 Filed as: JONATHAN KIRKLAND | 4245 MILGEN RD COLUMBUS, GA 31907 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| SCOTT WEBB3 | 2355 W PINNACLE PEAK RD STE 350 PHOENIX, AZ 85027 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| ACRISURE LLC3 Filed as: ACRISURE LLC DBA BENEFIT | HEALTH ADVISOR 9605 S KINGSTON CT, STE 150 ENGLEWOOD, CO 80112 | VISION SERVICE PLAN | $2K | — | $2K | 7.23% |
| GROUP BENEFITS LTD3 Filed as: GROUP BENEFITS, LTD. | 12006 RIDGEMONT DR URBANDALE, IA 50323 | VISION SERVICE PLAN | $1K | — | $1K | 4.02% |
| ACRISURE LLC3 | 9605 S KINGSTON CT STE 150 ENGLEWOOD, CO 80112 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $2K | $4K | 23.33% |
| GROUP BENEFITS LTD3 | 12006 RIDGEMONT DR URBANDALE, IA 50323 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $928 | $928 | 5.00% |
| ACRISURE LLC3 Filed as: ACRISURE, LLC DBA BENEFIT HEALTH | ADVISOR 9605 S KINGSTON CT STE 150 ENGLEWOOD, CO 80112 | VISION SERVICE PLAN | $1K | — | $1K | 10.12% |
| GROUP BENEFITS LTD3 Filed as: GROUP BENEFITS, LTD. | 12006 RIDGEMONT DR URBANDALE, IA 50323 | VISION SERVICE PLAN | $432 | — | $432 | 4.02% |
| ALINK INSURANCE SERVICES3 | 10851 S CROSSROADS DRIVE UNIT A PARKER, CO 80134 | TRUSTMARK INSURANCE COMPANY | $686 | — | $686 | 8.10% |
| ACRISURE LLC3 Filed as: ACRISURE, LLC DBA BENEFIT HEALTH | ADVISOR 9605 S KINGSTON CT STE 150 ENGLEWOOD, CO 80112 | VISION SERVICE PLAN | $562 | — | $562 | 71.68% |
| GROUP BENEFITS LTD3 Filed as: GROUP BENEFITS, LTD. | 12006 RIDGEMONT DR URBANDALE, IA 50323 | VISION SERVICE PLAN | -$85 | — | -$85 | -10.84% |
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 | 271 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 8 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 279 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision(3 contracts) | VISION SERVICE PLAN | 116 | $40K |
| Life insurance(3 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 264 | $71K |
| Short-term disability(2 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 112 | $84K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 264 | $44K |
| Other(3 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 264 | $101K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 264 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.