| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS GREAT PLAINS | 4200 UNIVERSITY AVE, SUITE 200 WEST DES MOINES, IA 50266 | WELLMARK BLUE CROSS & BLUE SHIELD OF IOWA | $34K | — | $34K | 1.12% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS GREAT PLAINS LLC | 4200 UNIVERSITY AVE SUITE 200 WEST DES MOINES, IA 50266 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $8K | — | $8K | 4.25% |
| MATTHEW REDNOUR3 | 2550 MIDDLE RD #300 BETTENDORF, ID 52722 | ASSURITY LIFE INSURANCE COMPANY | $9K | — | $9K | 6.22% |
| GARY WOOD ASSOCIATES, INC.3 Filed as: GARY WARE GROUP, INC. | 3808 W SPRINGFIELD AVE STE D CHAMPAIGN, IL 61822 | ASSURITY LIFE INSURANCE COMPANY | $6K | — | $6K | 3.87% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS GREAT PLAINS, LLC | 2550 MIDDLE RD BETTENDORF, IA 52722 | ASSURITY LIFE INSURANCE COMPANY | $3K | — | $3K | 2.28% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS CAPITAL, INC. | 914 AVENUE G FORT MADISON, IA 52627 | VISION SERVICE PLAN | $1K | — | $1K | 2.04% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS GREAT PLAINS | 914 AVENUE G FORT MADISON, IA 52627 | VISION SERVICE PLAN | $1K | — | $1K | 2.01% |
| MATTHEW REDNOUR3 | 2550 MIDDLE RD #300 BETTENDORF, IA 52722 | ASSURITY LIFE INSURANCE COMPANY | $16K | — | $16K | 31.26% |
| GARY WOOD ASSOCIATES, INC.3 Filed as: GARY WARE GROUP, INC. | 3808 W SPRINGFIELD AVE STE D CHAMPAIGN, IL 61822 | ASSURITY LIFE INSURANCE COMPANY | $10K | — | $10K | 19.50% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS GREAT PLAINS LLC | 2550 MIDDLE ROAD BETTENDORF, IA 52722 | ASSURITY LIFE INSURANCE COMPANY | $6K | — | $6K | 11.50% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF GREAT PLAINS LLC | — | LIFE INSURANCE COMPANY OF NORTH AMERICA | $5K | — | $5K | 9.98% |
| MATTHEW REDNOUR3 | 2550 MIDDLE RD. #300 BETTENDORF, IA 52722 | ASSURITY LIFE INSURANCE COMPANY | $15K | — | $15K | 30.89% |
| GARY WOOD ASSOCIATES, INC.3 Filed as: GARY WARE GROUP, INC. | 3808 W. SPRINGFIELD AVE STE D CHAMPAIGN, IL 61822 | ASSURITY LIFE INSURANCE COMPANY | $9K | — | $9K | 19.34% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS GREAT PLAINS LLC | 2550 MIDDLE ROAD BETTENDORF, IA 52722 | ASSURITY LIFE INSURANCE COMPANY | $6K | — | $6K | 11.39% |
| ASSUREDPARTNERS3 | 914 AVENUE G FORT MADISON, IA 52627 | ZURICH | $4K | — | $4K | 10.00% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERIVCES, INC. | 4411 SOUTH 1H 35-SUITE 105 GEORGETOWN, TX 78626 | ZURICH | $1K | — | $1K | 3.00% |
| MATTHEW REDNOUR3 | 2550 MIDDLE RD #300 BETTENDORF, IA 52722 | ASSURITY LIFE INSURANCE COMPANY | $14K | — | $14K | 33.21% |
| GARY WOOD ASSOCIATES, INC.3 Filed as: GARY WARE GROUP, INC. | 3808 W SPRINGFIELD AVE STE D CHAMPAIGN, IL 61822 | ASSURITY LIFE INSURANCE COMPANY | $9K | — | $9K | 20.79% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS GREAT PLAINS LLC | 2550 MIDDLE RD BETTENDORF, IA 52722 | ASSURITY LIFE INSURANCE COMPANY | $5K | — | $5K | 12.24% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS GREAT PLAINS LLC | 914 AVENUE G FORT MADISON, IA 52627 | GLOBE LIFE AND ACCIDENT INSURANCE COMPANY | $3K | — | $3K | 11.05% |
| MATTHEW REDNOUR3 | 2550 MIDDLE RD #300 BETTENDORF, IA 52722 | ASSURITY LIFE INSURANCE COMPANY | $9K | — | $9K | 39.75% |
| GARY WOOD ASSOCIATES, INC.3 Filed as: GARY WARE GROUP, INC. | 3808 W SPRINGFIELD AVE STE D CHAMPAIGN, IL 61822 | ASSURITY LIFE INSURANCE COMPANY | $6K | — | $6K | 26.64% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS GREAT PLAINS, LLC | 2550 MIDDLE ROAD BETTENDORF, IA 52722 | ASSURITY LIFE INSURANCE COMPANY | $3K | — | $3K | 13.28% |
| 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 | — | $122K |
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 | 396 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 3 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 401 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | WELLMARK BLUE CROSS & BLUE SHIELD OF IOWA | 396 | $3.0M |
| Dental | DELTA DENTAL OF IOWA | 722 | $0 |
| Vision | VISION SERVICE PLAN | 658 | $67K |
| Life insurance(3 contracts, 2 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 948 | $268K |
| Stop-loss / reinsurancereinsurance | SWISS RE CORPORATE SOLUTIONS AMERICA INSURANCE CORPORATION | 253 | $77K |
| Other(10 contracts, 4 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 948 | $630K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 948 | — |
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.