| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCIATES LLC | PO BOX 9207 DES MOINES, IA 50306 | WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA | — | $26K | $26K | 1.96% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCIATES LLC | PO BOX 9207 DES MOINES, IA 50306 | WELLMARK HEALTH PLAN OF IOWA | — | $14K | $14K | 2.23% |
| HOLMES MURPHY & ASSOCIATES3 | 2727 GRAND PRAIRIE PKWY WAUKEE, IA 50263 | DELTA DENTAL OF IOWA | $5K | $189 | $5K | 6.40% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCIATES INC | 3001 WESTOWN PKWY WEST DES MOINES, IA 50266 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $7K | $1K | $8K | 13.44% |
| HOLMES MURPHY & ASSOCIATES3 | 2727 GRAND PRAIRIE PKWY WAUKEE, IA 50263 | VERATRUS BENEFIT SOLUTIONS | $2K | — | $2K | 10.87% |
| BENECOMM RESOURCES INC3 | 8009 GOODMON DR URBANDALE, IA 50322 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $438 | — | $438 | 3.40% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | PO BOX 718 SIOUX CITY, IA 51102 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $409 | $4 | $413 | 3.20% |
| DAVID HAMPTON3 | 4910 W ARLINGTON PARK BLVD FT WAYNE, IN 46835 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $57 | — | $57 | 0.44% |
| JOSEPH MICHAEL EVANS3 | 4721 BROOKVIEW DRIVE WEST DES MOINES, IA 50265 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $32 | $16 | $48 | 0.37% |
| ROBERT E ELLIS3 | 11261 WRIGHT CIRCLE OMAHA, NE 68144 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $37 | $3 | $40 | 0.31% |
| JERRI J GREGORY3 | 791 NW 43RD AVE DES MOINES, IA 50313 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $20 | $13 | $33 | 0.26% |
| BENEFITS FOR LIFE LTD3 | 5505 SANDSTONE DR WEST DES MOINES, IA 50266 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $25 | — | $25 | 0.19% |
| DUANE A ADAMS3 Filed as: DUANE L GOTTSCH | 2220 NORTH 172ND AVENUE OMAHA, NE 68116 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $24 | — | $24 | 0.19% |
| LISA A PERRI3 Filed as: LISA LAWSON | 9827 BIRCH DR PROVIDENCE VILLAGE, TX 76227 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15 | — | $15 | 0.12% |
| JACKIE LEE KELLER3 | 7622 SERGI CANYON DRIVE INDIANAPOLIS, IN 46217 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.02% |
| AARON VANPELT INC3 | 755 W CARMEL DR CARMEL, IN 46032 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 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 | 272 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 272 | 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 | 127 | $1.9M |
| Dental | DELTA DENTAL OF IOWA | 183 | $84K |
| Vision | VERATRUS BENEFIT SOLUTIONS | 115 | $16K |
| Life insurance(2 contracts, 2 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 277 | $75K |
| Short-term disability | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 22 | $13K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 277 | $62K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 277 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.