| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS GREAT PLAINS LLC | 4200 UNIVERSITY AVE SUITE 200 WEST DES MOINES, IA 50266 | WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA | $23K | — | $23K | 1.43% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS GREAT PLAINS LLC | 2501 W BELTLINE HWY STE 201 MADISON, WI 53713 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $30K | $9K | $39K | 25.77% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS DBA GROUP BENEFIT P | 914 AVENUE G FORT MADISON, IA 52627 | DELTA DENTAL OF IOWA | $4K | — | $4K | 4.31% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS GREAT PLAINS LLC | 4200 UNIVERSITY AVE SUITE 200 WEST DES MOINES, IA 50266 | DELTA DENTAL OF IOWA | — | $165 | $165 | 0.18% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS DBA GROUP BENEFIT P | 914 AVENUE G FORT MADISON, IA 52627 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $2K | — | $2K | 9.16% |
| JERRI J GREGORY3 | 791 NW 43RD AVE DES MOINES, IA 50313 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $234 | — | $234 | 4.29% |
| JOSEPH P CALARCO3 Filed as: JOSEPH MICHAEL EVANS | 13848 ROSEWOOD DR CLIVE, IA 50325 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $48 | — | $48 | 0.88% |
| AMANDA M GRIFFITH3 Filed as: AMANDA JEANNE KANE | 7505 SE VANDALIA DR RUNNELLS, IA 50237 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $26 | — | $26 | 0.48% |
| GRUND BENEFIT ADVISORS LLC3 | 14669 MEREDITH AVE OMAHA, NE 68116 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.09% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS DBA GROUP BENEFIT P | 914 AVENUE G FORT MADISON, IA 52627 | VERATRUS BENEFIT SOLUTIONS | $441 | — | $441 | 10.04% |
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 | 197 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 197 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL OF IOWA | 116 | $92K |
| Vision | FIDELITY SECURITY LIFE INSURANCE COMPANY | 179 | $23K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 196 | $150K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 196 | $150K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 196 | $150K |
| Stop-loss / reinsurancereinsurance | WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA | 117 | $1.6M |
| Other(2 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 196 | $156K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 196 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.