| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY AND ASSOCIATES LLC | PO BOX 9207 DES MOINES, IA 50306 | WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA | -$17 | $24K | $24K | 2.45% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCIATES LLC | PO BOX 9207 DES MOINES, IA 50306 | WELLMARK HEALTH PLAN OF IOWA | -$17 | $2K | $2K | 0.35% |
| HOLMES MURPHY & ASSOCIATES3 | 3001 WESTOWN PKWY DES MOINES, IA 50306 | DELTA DENTAL OF IOWA | $5K | $175 | $5K | 5.41% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCIATES INC | 3001 WESTOWN PKWY WEST DES MOINES, IA 50266 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $7K | $809 | $8K | 12.73% |
| HOLMES MURPHY & ASSOCIATES3 | 3001 WESTOWN PKWY DES MOINES, IA 50306 | VERATRUS BENEFIT SOLUTIONS | $2K | $0 | $2K | 10.05% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | PO BOX 718 SIOUX CITY, IA 51102 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $820 | $27 | $847 | 6.10% |
| DAVID HAMPTON3 | 4910 W ARLINGTON PARK BLVD FORT WAYNE, IN 46835 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $616 | $43 | $659 | 4.75% |
| BENECOMM RESOURCES INC3 | 8009 GOODMON DR URBANDALE, IA 50322 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $516 | — | $516 | 3.72% |
| JOSEPH MICHAEL EVANS3 | 4721 BROOKVIEW DR WEST DES MOINES, IA 50265 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $103 | $77 | $180 | 1.30% |
| ROBERT E ELLIS3 | 11261 WRIGHT CIRCLE OMAHA, NE 68144 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $92 | $22 | $114 | 0.82% |
| AARON VANPELT INC3 | 9619 SPRUCE LANE FISHERS, IN 46038 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $50 | $34 | $84 | 0.61% |
| JACKIE LEE KELLER3 | 7622 SERGI CANYON DR INDIANAPOLIS, IN 46217 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $50 | $3 | $53 | 0.38% |
| DUANE GOTTSCH3 | 2220 NORTH 172ND AVE OMAHA, NE 68116 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $33 | — | $33 | 0.24% |
| LISA A PERRI3 Filed as: LISA LAWSON | 9827 BIRCH DR PROVIDENCE VILLAGE, TX 76227 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $18 | — | $18 | 0.13% |
| JERRI J GREGORY3 | 791 NW 43RD AVE DES MOINES, IA 50313 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $1 | $3 | 0.02% |
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 | 268 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 268 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA | 128 | $1.5M |
| Dental | DELTA DENTAL OF IOWA | 177 | $87K |
| Vision | VERATRUS BENEFIT SOLUTIONS | 115 | $15K |
| Life insurance(2 contracts, 2 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 245 | $74K |
| Short-term disability | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 0 | $14K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 245 | $60K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 245 | — |
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.