| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BENEFIT STAFF LLC3 | — | LIFE INSURANCE COMPANY OF NORTH AMERICA | $5K | — | $5K | 2.52% |
| MATTHEW REDNOUR3 Filed as: MATTHEW S REDNOUR | 2550 MIDDLE RD. #300 BETTENDORF, IA 52722 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $8K | — | $8K | 10.50% |
| GARY WOOD ASSOCIATES, INC.3 Filed as: GARY WARE & ASSOCIATES INC | 3808 W. SPRINGFIELD AVE, STE D CHAMPAIGN, IL 61822 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $4K | $4K | 5.00% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS GREAT PLAINS | — | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 2.58% |
| BENEFIT STAFF LLC3 | 2550 MIDDLE ROAD, SUITE 205 BETTENDORF, IA 52722 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 1.92% |
| BENEFIT STAFF LLC3 Filed as: BENEFIT STAFF, LLC | — | FIDELITY SECURITY LIFE | $7K | — | $7K | 10.00% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS CAPITAL, INC. | — | VISION SERVICE PLAN | $1K | — | $1K | 2.21% |
| BRAD BIEL3 Filed as: BRAD JOHNSON | 2550 MIDDLE RD., STE. 205 BETTENDORF, IA 527223287 | VISION SERVICE PLAN | $1K | — | $1K | 1.88% |
| REDNOUR LLC3 | 2550 MIDDLE RD #300 BETTENDORF, IA 52722 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $7K | — | $7K | 12.32% |
| GARY WARE & ASSOC INC3 | 3808 W SPRINGFIELD AVE STE #D CHAMPAIGN, IL 61822 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $5K | — | $5K | 10.04% |
| BENEFIT STAFF LLC3 | 2550 MIDDLE ROAD STE #205 BETTENDORF, IA 52722 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 3.34% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS GREAT PLAINS LLC | — | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 3.23% |
| BRADDEN PORBST3 | 3808 W SPRINGFIELD AVE STE #D CHAMPAIGN, IL 61822 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $134 | — | $134 | 0.25% |
| BENEFIT STAFF LLC3 | — | LIFE INSURANCE COMPANY OF NORTH AMERICA | $3K | — | $3K | 6.32% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF GREAT PLAINS LLC | — | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2K | — | $2K | 3.70% |
| REDNOUR LLC3 | 2550 MIDDLE RD #300 BETTENDORF, IA 52722 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $6K | — | $6K | 17.91% |
| GARY WARE & ASSOC INC3 | 3808 W SPRINGFIELD AVE STE #D CHAMPAIGN, IL 61822 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $5K | — | $5K | 14.33% |
| BENEFIT STAFF LLC3 | 2550 MIDDLE ROAD STE 205 BETTENDORF, IA 52722 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 5.73% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS GREAT PLAINS LLC | — | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1K | — | $1K | 3.29% |
| BRADDEN PORBST3 | 3808 W SPRINGFIELD AVE STE #D CHAMPAIGN, IL 61822 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $61 | — | $61 | 0.18% |
| MATTHEW REDNOUR3 | — | ASSURITY LIFE INSURANCE COMPANY | $2K | — | $2K | 7.34% |
| GARY WOOD ASSOCIATES, INC.3 Filed as: GARY WARE GROUP, INC. | — | ASSURITY LIFE INSURANCE COMPANY | $1K | — | $1K | 4.60% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS GREAT PLAINS, LLC | — | ASSURITY LIFE INSURANCE COMPANY | $791 | — | $791 | 2.69% |
| MATTHEW REDNOUR3 | — | ASSURITY LIFE INSURANCE COMPANY | $5K | — | $5K | 21.18% |
| GARY WOOD ASSOCIATES, INC.3 Filed as: GARY WARE GROUP, INC. | — | ASSURITY LIFE INSURANCE COMPANY | $3K | — | $3K | 12.47% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS GREAT PLAINS, LLC | — | ASSURITY LIFE INSURANCE COMPANY | $2K | — | $2K | 6.34% |
| MATTHEW REDNOUR3 | 2550 MIDDLE RD #300 BETTENDORF, IA 52722 | ASSURITY LIFE INSURANCE COMPANY | $4K | — | $4K | 36.54% |
| GARY WOOD ASSOCIATES, INC.3 Filed as: GARY WARE GROUP, INC. | 3808 W SPRINGFIELD AVE STE D CHAMPAIGN, IL 61822 | ASSURITY LIFE INSURANCE COMPANY | $3K | — | $3K | 22.93% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS GREAT PLAINS LLC | 2550 MIDDLE ROAD BETTENDORF, IA 52722 | ASSURITY LIFE INSURANCE COMPANY | $2K | — | $2K | 13.47% |
| MATTHEW REDNOUR3 | — | ASSURITY LIFE INSURANCE COMPANY | $3K | — | $3K | 36.55% |
| GARY WOOD ASSOCIATES, INC.3 Filed as: GARY WARE GROUP, INC. | — | ASSURITY LIFE INSURANCE COMPANY | $2K | — | $2K | 23.04% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS GREAT PLAINS LLC | — | ASSURITY LIFE INSURANCE COMPANY | $1K | — | $1K | 13.51% |
| MATTHEW REDNOUR3 | — | ASSURITY LIFE INSURANCE COMPANY | $2K | — | $2K | 36.57% |
| GARY WOOD ASSOCIATES, INC.3 Filed as: GARY WARE GROUP, INC. | — | ASSURITY LIFE INSURANCE COMPANY | $1K | — | $1K | 22.98% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS GREAT PLAINS LLC | — | ASSURITY LIFE INSURANCE COMPANY | $670 | — | $670 | 13.49% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ALLIED BENEFIT SYSTEMS, INC. EIN 36-3086057 TPA | Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing Service code 12 | — | $119K |
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 | 415 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 3 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 419 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | WELLMARK BLUE CROSS & BLUE SHIELD OF IOWA | 415 | $3.2M |
| Dental | DELTA DENTAL OF IOWA | 743 | $0 |
| Vision | VISION SERVICE PLAN | 658 | $66K |
| Life insurance(3 contracts, 2 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 1,012 | $215K |
| Stop-loss / reinsurancereinsurance | NORTH AMERICAN SPECIALTY INSURANCE COMPANY | 260 | $105K |
| Other(11 contracts, 4 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 1,012 | $527K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,012 | — |
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.