| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS GREAT PLAINS LLC | 2501 W BELTLINE HWY MADISON, WI 53713 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $19K | $3K | $22K | 9.42% |
| BHERD, LLC3 Filed as: BHERD | 1956 PARK AVE DES MOINES, IA 50315 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $12K | $12K | 4.98% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS GREAT PLAINS LLC | 2501 W BELTLINE HWY MADISON, WI 53713 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $8K | $2K | $10K | 12.56% |
| BHERD, LLC3 Filed as: BHERD | 1956 PARK AVE DES MOINES, IA 50315 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $4K | $4K | 5.00% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS GREAT PLAINS LLC | 2501 W BELTLINE HWY MADISON, WI 53713 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $2K | $6K | 13.49% |
| BHERD, LLC3 Filed as: BHERD | 1956 PARK AVE DES MOINES, IA 50315 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $2K | $2K | 5.00% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS GREAT PLAINS LLC | 2501 W BELTLINE HWY MADISON, WI 53713 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $1K | $5K | 12.74% |
| BHERD, LLC3 Filed as: BHERD | 1956 PARK AVE DES MOINES, IA 50315 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $2K | $2K | 5.00% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS GREAT PLAINS, LLC | 2501 W BELTLINE HWY MADISON, WI 53713 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $1K | $5K | 12.77% |
| BHERD, LLC3 Filed as: BHERD | 1956 PARK AVE DES MOINES, IA 50315 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $2K | $2K | 5.00% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS GREAT PLAINS, LLC | 4200 UNIVERSITY AVENUE WEST DES MOINES, IA 50266 | EMPLOYEE & FAMILY RESOURCES, INC. | $902 | — | $902 | 5.00% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY AND ASSOC | 2727 GRAND PRAIRIE PKWY WAUKEE, IA 50263 | TRUSTMARK INSURANCE COMPANY | $522 | — | $522 | 3.48% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS GREAT PLAINS | 4200 UNIVERSITY AVE STE 200 WEST DES MOINES, IA 50266 | TRUSTMARK INSURANCE COMPANY | $482 | — | $482 | 3.21% |
| EBC, INC.3 Filed as: EBC INC. | PO BOX 55210 INDIANAPOLIS, IN 46220 | TRUSTMARK INSURANCE COMPANY | $170 | — | $170 | 1.13% |
| RHONDA S PAPE3 | 115 E PLATT ST MAQUOKETA, IA 52060 | TRUSTMARK INSURANCE COMPANY | $42 | — | $42 | 0.28% |
| SCOTT LOWENBERG3 Filed as: SCOTT M LOWENBERG | 2077 SPRING ST QUINCY, IL 62301 | TRUSTMARK INSURANCE COMPANY | $33 | — | $33 | 0.22% |
| BARNEY HANKNER3 Filed as: BARNEY J HANKNER | 1001 BATTLES DRIVE MAQUOKETA, IA 52060 | TRUSTMARK INSURANCE COMPANY | $31 | — | $31 | 0.21% |
| PHILLIP DOWTY3 | 15616 COUNTY RD 44 GOSHEN, IN 46526 | TRUSTMARK INSURANCE COMPANY | $24 | — | $24 | 0.16% |
| MARTHA E WERT3 | 251 LEXINGTON QUINCY, IL 62305 | TRUSTMARK INSURANCE COMPANY | $7 | — | $7 | 0.05% |
| COLE PAPE3 | PO BOX 838 MAQUOKETA, IA 52060 | TRUSTMARK INSURANCE COMPANY | $2 | — | $2 | 0.01% |
| EBC, INC.3 Filed as: EBC INC. | PO BOX 55210 INDIANAPOLIS, IN 46220 | TRUSTMARK INSURANCE COMPANY | $382 | — | $382 | 5.42% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS GREAT PLAINS | 4200 UNIVERSITY AVE STE 200 WEST DES MOINES, IA 50266 | TRUSTMARK INSURANCE COMPANY | $286 | — | $286 | 4.06% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY AND ASSOCIATES | 2727 GRAND PRAIRIE PKWY WAUKEE, IA 50263 | TRUSTMARK INSURANCE COMPANY | $174 | — | $174 | 2.47% |
| MARTHA E WERT3 | 251 LEXINGTON QUINCY, IL 62305 | TRUSTMARK INSURANCE COMPANY | $11 | — | $11 | 0.16% |
| RHONDA S PAPE3 | 115 E PLATT ST MAQUOKETA, IA 52060 | TRUSTMARK INSURANCE COMPANY | $5 | — | $5 | 0.07% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS GREAT PLAINS LLC | 4200 UNIVERSITY AVE STE 200 WEST DES MOINES, IA 50266 | HARTFORD LIFE AND ACCIDENT | $275 | — | $275 | 7.50% |
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 | 607 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 607 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | HARTFORD LIFE AND ACCIDENT | 1 | $4K |
| Dental | UNITED OF OMAHA LIFE INSURANCE COMPANY | 736 | $236K |
| Vision | UNITED OF OMAHA LIFE INSURANCE COMPANY | 733 | $42K |
| Life insurance(2 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 607 | $54K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 179 | $78K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 174 | $43K |
| Prescription drug | EXPRESS SCRIPTS | 1 | $5K |
| Other(5 contracts, 5 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 802 | $73K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 802 | — |
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.