| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE HORTON GROUP3 | 10320 ORLAND PARKWAY ORLAND PARK, IL 60467 | DEAN HEALTH PLAN INC. | $4K | — | $4K | 1.15% |
| USI INSURANCE SERVICES LLC3 | 711 EISENHOWER DRIVE KIMBERLY, WI 54136 | AMERITAS LIFE INSURANCE CORP | $1K | — | $1K | 3.18% |
| THE HORTON GROUP3 Filed as: THE HORTON GROUP, INC. | 10320 ORLAND PARKWAY ORLAND PARK, IL 60467 | AMERITAS LIFE INSURANCE CORP | $826 | — | $826 | 2.10% |
| USI INSURANCE SERVICES LLC3 | 9394 W. DODGE RD. STE 250 OMAHA, NE 68114 | AMERITAS LIFE INSURANCE CORP | — | $175 | $175 | 0.44% |
| MIDWEST SELECT INSURANCE GROUP LLC3 | 1431 OKEEFE DRIVE KRONENWETTER, WI 54455 | TRANSAMERICA LIFE INSURANCE COMPANY | $923 | — | $923 | 5.26% |
| CANSAS A STEIDL3 | 1099 QUAIL CT. STE 210 PEWAUKEE, WI 53027 | TRANSAMERICA LIFE INSURANCE COMPANY | $774 | — | $774 | 4.41% |
| CAPITAL-RICHTER INSURANCE3 | 420 CAMPUS DR. APT 221 HARTLAND, WI 53029 | TRANSAMERICA LIFE INSURANCE COMPANY | $568 | — | $568 | 3.24% |
| CS INSURANCE SERVICES LLC3 | 127 MAIN STREET HARTFORD, WI 53027 | TRANSAMERICA LIFE INSURANCE COMPANY | $125 | — | $125 | 0.71% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 510925 NEW BERLIN, WI 53151 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $784 | $509 | $1K | 12.98% |
| THE HORTON GROUP3 Filed as: THE HORTON GROUP INC. | 10320 ORLAND PARKWAY ORLAND PARK, IL 60467 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $106 | — | $106 | 1.06% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS GREAT PLAINS LLC | 4200 UNIVERSITY AVE STE 200 WEST DES MOINES, IA 50266 | SUN LIFE ASSURANCE COMPANY OF CANADA | $625 | — | $625 | 15.01% |
| BHERD, LLC3 Filed as: BHERD | 1956 PARK AVE DES MOINES, IA 50315 | SUN LIFE ASSURANCE COMPANY OF CANADA | — | $208 | $208 | 5.00% |
| MJ INSURANCE3 Filed as: VARIOUS AGENTS-SEE ATTACHED | — | AFLAC | $215 | — | $215 | 9.38% |
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 | 230 | 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) | 232 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | DEAN HEALTH PLAN INC. | 125 | $382K |
| Dental | AMERITAS LIFE INSURANCE CORP | 127 | $39K |
| Vision | AMERITAS LIFE INSURANCE CORP | 127 | $39K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 230 | $10K |
| Short-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 9 | $4K |
| Other(3 contracts, 3 carriers) | TRANSAMERICA LIFE INSURANCE COMPANY | 230 | $30K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 230 | — |
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.