| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF GREAT PLAINS, L | 914 AVENUE G FORT MADISON, IA 52627 | WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA | $21K | — | $21K | 2.29% |
| GROUP BENEFIT PARTNERS LLC3 Filed as: GROUP BENEFIT PARTNERS, LLC | PO BOX 133 FORT MADISON, IA 52627 | DELTA DENTAL OF IOWA | $4K | $566 | $4K | 6.31% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF GREAT PLAINS, L | 914 AVENUE G FORT MADISON, IA 52627 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $4K | $2K | $6K | 13.16% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF GREAT PLAINS, L | 914 AVENUE G FORT MADISON, IA 52627 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $5K | $1K | $6K | 18.86% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF GREAT PLAINS, L | 914 AVENUE G FORT MADISON, IA 52627 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $2K | $826 | $3K | 13.92% |
| SELECT NETWORKS5 | 317 6TH AVENUE SUITE 1440 DES MOINES, IA 50303 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $2K | — | $2K | 11.98% |
| GROUP BENEFIT PARTNERS LLC3 Filed as: GROUP BENEFIT PARTNERS, LLC | PO BOX 133 FORT MADISON, IA 52627 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $2K | — | $2K | 10.88% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF GREAT PLAINS, L | 914 AVENUE G FORT MADISON, IA 52627 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $997 | $365 | $1K | — |
| JERRI J GREGORY3 | 791 NW 43RD AVE DES MOINES, IA 50313 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $741 | $26 | $767 | — |
| JOSEPH MICHAEL EVANS3 | 13848 ROSEWOOD DRIVE CLIVE, IA 50325 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $186 | — | $186 | — |
| AMANDA M GRIFFITH3 Filed as: AMANDA JEANNE KANE | 7505 SE VANDALIA RD RUNNELS, IA 50237 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $107 | $4 | $111 | — |
| GRUND BENEFIT ADVISORS LLC3 | 14669 MEREDITH AVE OMAHA, NE 68116 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $26 | — | $26 | — |
| EDGHILL ENTERPRISES LLC3 Filed as: EDGHILL ENTERPRISES | 7811 FRAMTON RD LINCOLN, NE 68516 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $17 | — | $17 | — |
| KEVIN MURPHY3 Filed as: KEVIN ARMSTRONG INSURANCE | 4027 WEST FAIDLEY GRAND ISLAND, NE 68803 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | — |
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 | 172 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 172 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL OF IOWA | 101 | $69K |
| Vision | FIDELITY SECURITY LIFE INSURANCE COMPANY | 99 | $18K |
| Life insurance(2 contracts) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 175 | $33K |
| Short-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 64 | $21K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 175 | $47K |
| Stop-loss / reinsurancereinsurance | WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA | 106 | $937K |
| Other(3 contracts, 2 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 175 | $33K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 175 | — |
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.
Final-filing indicator set. Plan is winding down; don't waste sales effort here.