| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HOLMES MURPHY & ASSOCIATES3 | 2727 GRAND PRAIRIE PKWY WAUKEE, IA 50263 | WELLMARK BLUE CROSS BLUE SHIELD OF IOWA | — | $66K | $66K | 2.80% |
| CHARISSE VAUGHN3 | 112 PARK CENTRAL DRIVE STE 100 DALLAS, TX 75251 | BLUE CROSS OF IDAHO | $10K | $0 | $10K | 3.37% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES, MURPHY AND ASSOCIATES, LLC | 2727 GRAND PRAIRIE PKWY WAUKEE, IA 50263 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $7K | $0 | $7K | 3.22% |
| HOLMES MURPHY & ASSOCIATES3 | 2727 GRAND PRAIRIE PKWY WAUKEE, IA 50263 | WELLMARK BLUE CROSS BLUE SHIELD OF IOWA | — | $6K | $6K | 4.55% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES, MURPHY AND ASSOCIATES, LLC | 2727 GRAND PRAIRIE PKWY WAUKEE, IA 50236 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $6K | $0 | $6K | 7.45% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES, MURPHY AND ASSOCIATES, LLC | 2727 GRAND PRAIRIE PKWY WAUKEE, IA 50263 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $5K | $0 | $5K | 14.47% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES, MURPHY AND ASSOCIATES, LLC | 2727 GRAND PRAIRIE PKWY WAUKEE, IA 50263 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $0 | $3K | 10.00% |
| HOLMES MURPHY & ASSOCIATES3 | 2727 GRAND PRAIRIE PKWY WAUKEE, IA 50263 | VERATRUS BENEFIT SOLUTIONS, INC | $2K | $0 | $2K | 9.13% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCIATES INC | 2727 GRAND PRAIRIE PKWAY WAUKEE, IA 50263 | DELTA DENTAL PLAN OF VERMONT, INC. | $2K | $0 | $2K | 7.51% |
| COMBINED SERVICES LLC3 Filed as: COMBINED SERVICES LLC DBA CSONE BEN | PO BOX 1320 CONCORD, NH 03302 | DELTA DENTAL PLAN OF VERMONT, INC. | $403 | $0 | $403 | 1.96% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY AND ASSOCIATES INC | 2727 GRAND PRAIRIE PKWY WAUKEE, IA 50263 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $0 | $2K | 15.00% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY AND ASSOCIATES INC | 2727 GRAND PRAIRIE PKWY WAUKEE, IA 50263 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $0 | $2K | 19.99% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY AND ASSOCIATES INC | 2727 GRAND PRAIRIE PKWY WAUKEE, IA 50263 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $912 | $0 | $912 | 15.13% |
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 | 359 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 359 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | WELLMARK BLUE CROSS BLUE SHIELD OF IOWA | 209 | $3.0M |
| Dental(2 contracts, 2 carriers) | WELLMARK BLUE CROSS BLUE SHIELD OF IOWA | 239 | $145K |
| Vision | VERATRUS BENEFIT SOLUTIONS, INC | 233 | $21K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 350 | $70K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 350 | $208K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 350 | $76K |
| Prescription drug | BLUE CROSS OF IDAHO | 45 | $300K |
| Other(5 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 350 | $95K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 350 | — |
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."
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.