| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIED BENEFIT SYSTEMS, LLC3 Filed as: ALLIED BENEFIT SYSTEMS INC. | 200 W. ADAMS ST. SUITE 500 CHICAGO, IL 60606 | STANDARD SECURITY LIFE INSURANCE COMPANY | $77K | — | $77K | 45.05% |
| BENEFIT STAFF LLC3 | 2550 MIDDLE ROAD BETTENDORF, IA 52722 | STANDARD SECURITY LIFE INSURANCE COMPANY | $22K | — | $22K | 12.83% |
| BENEFIT STAFF LLC3 Filed as: BENEFIT STAFF | 2550 MIDDLE ROAD SUITE 300 BETTENDORF, IA 52722 | FIDELITY SECURITY LIFE | $11K | — | $11K | 10.00% |
| BENEFIT STAFF LLC3 | 2550 MIDDLE RD STE. 205 BETTENDORF, IA 52722 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $8K | — | $8K | 8.37% |
| DONNA R WATSON3 Filed as: DONNA FREESE | 1632 ROBESON AVE. BITTENDORF, IA 52722 | AFLAC | $425 | — | $425 | 1.04% |
| BRITNEY J GOODDING3 | 876 TANGLEFOOT LANE BETTENDORF, IA 52722 | AFLAC | $335 | — | $335 | 0.82% |
| DONNA R WATSON3 Filed as: DONNA FREESE | 1122 W 59TH STREET DAVENPORT, IA 52806 | AFLAC | $320 | — | $320 | 0.78% |
| DONNA R WATSON3 | 876 TANGLEFOOT LANE BETTENDORF, IA 52722 | AFLAC | $212 | — | $212 | 0.52% |
| RYAN R KRUEGER3 | 2293 MYSTIC MEADOW DR. KRONENWETTER, WI 54455 | AFLAC | $74 | — | $74 | 0.18% |
| JANE POTTEBAUM3 | 19258 HAWTHORNE AVE CARRROLL, IA 51401 | AFLAC | $59 | — | $59 | 0.14% |
| TONYA L REMLEY3 Filed as: TONYA REMLEY | 876 TANGLEFOOT LANE BATTENDORF, IA 52722 | AFLAC | $47 | — | $47 | 0.11% |
| TONYA L REMLEY3 Filed as: TONYA REMLEY | 876 TANGLEFOOT LANE BETTENDORF, IA 52722 | AFLAC | $47 | — | $47 | 0.11% |
| MATTHEW D BUTLER3 Filed as: MATTHEW BUTLER | 123 CENTER PARK DR. STE 102 KNOXVILLE, TN 37922 | AFLAC | $44 | — | $44 | 0.11% |
| BERN MCGRANE3 | 24593 BELMAR DR. ELKHART, IN 46517 | AFLAC | $34 | — | $34 | 0.08% |
| JEANNE T SCHWAB3 Filed as: JEANNE SCHWAB | 2655 MIDDLE RD DEVENPORT, IA 52803 | AFLAC | $28 | — | $28 | 0.07% |
| MONICA WHITE3 | 28876 DELTA AVE. TREYNOR, IA 51575 | AFLAC | $27 | — | $27 | 0.07% |
| STEVEN T SPEICHINGER3 Filed as: STEVEN SPEICHINGER | 210 KENT ST. WAUSUA, WI 54403 | AFLAC | $23 | — | $23 | 0.06% |
| MARY GRUNDMEIER3 | 1825 N CARROLL ST CARROLL, IA 54101 | AFLAC | $17 | — | $17 | 0.04% |
| ALLISON MORROW3 | 311 FINANCIAL WAY SUITE 220 WAUSAU, WI 54401 | AFLAC | $17 | — | $17 | 0.04% |
| JANE W BARNHILL3 Filed as: JANE BARNHILL | 6636 NC HIGHWAY 43 S GREENVILLE, NC 27858 | AFLAC | $14 | — | $14 | 0.03% |
| MARK FRIEHE3 | 4611 S. 96TH ST. SUITE 101 OMAHA, NE 68127 | AFLAC | $13 | — | $13 | 0.03% |
| DAVID J MCCLELLAN3 Filed as: DAVID KREMER | 2150 ASSOCIATION DR. STE 150 OKEMOS, MI 48864 | AFLAC | $12 | — | $12 | 0.03% |
| LAUREN E WEIBERT3 Filed as: LAUREN WEIBERT | 734 RELIANCE DR. FRANKLIN, TN 37067 | AFLAC | $10 | — | $10 | 0.02% |
| MATTHEW J SCHNEIDER3 Filed as: MATTHEW SCHNEIDER | 876 TANGLEFOOT LANE BETTENDORF, IA 52722 | AFLAC | $8 | — | $8 | 0.02% |
| JASON SCZEPANIAK3 | 1161 HERITAGE CT. SUN PRAIRIE, WI 53590 | AFLAC | $4 | — | $4 | 0.01% |
| BENEFIT STAFF LLC3 | 2550 MIDDLE RD. STE. 300 BETTENDORF, IA 52722 | AFLAC | $4 | — | $4 | 0.01% |
| SCOTT R FRITCHER3 Filed as: SCOTT FRITCHER | 9655 NW 74TH PL GRIMES, IA 50111 | AFLAC | $4 | — | $4 | 0.01% |
| GINA WIEGAND3 Filed as: GINA WIEGAND INC. | 20379 TWIN PINES DR. EARLHAMN, IA 50072 | AFLAC | $4 | — | $4 | 0.01% |
| BERNARD BRAZEAU3 | 6705 GRIMES ST. INDIANOLA, IA 50322 | AFLAC | $3 | — | $3 | 0.01% |
| HEATHER D SWANSON3 Filed as: HEATHER SWANSON | 4608 67TH ST. URBANDALE, IA 50322 | AFLAC | $3 | — | $3 | 0.01% |
| KRINGS ENTERPRISES INC3 Filed as: KRINGS ENTERPRISES INC. | 5530 WEST PKWY ST. 500 JOHNSTON, IA 50131 | AFLAC | $2 | — | $2 | 0.00% |
| RONALD L HOVICK3 Filed as: RONALD HOVICK | 2214 SW 43RD TIERR CAPE CORAL, FL 33914 | AFLAC | $2 | — | $2 | 0.00% |
| AUDRA ROCKWELL3 | 9005 BRIDGEWOOD BLVD. UNIT 5215 WEST DES MOINES, IA 50266 | AFLAC | $2 | — | $2 | 0.00% |
| NAVILLE & ASSOCIATES3 | 14220 OVERBROOK DR. CARMEL, IN 46074 | AFLAC | $2 | — | $2 | 0.00% |
| BRAD BIEL3 Filed as: BRAD JOHNSON | 2550 MIDDLE RD STE. 205 BETTENDORF, IA 52722 | VISION SERVICE PLAN | $2K | — | $2K | 4.08% |
| BENEFIT STAFF LLC3 | 2550 MIDDLE RD STE 205 BETTENDORF, IA 52722 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $4K | — | $4K | 15.00% |
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 | 405 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 408 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA | 274 | $2.5M |
| Vision | VISION SERVICE PLAN | 405 | $40K |
| Life insurance(2 contracts, 2 carriers) | FIDELITY SECURITY LIFE | 711 | $212K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 158 | $24K |
| Stop-loss / reinsurancereinsurance | STANDARD SECURITY LIFE INSURANCE COMPANY | 184 | $172K |
| Other(3 contracts, 2 carriers) | AFLAC | 711 | $49K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 711 | — |
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.