| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LUKE J WITTROCK3 | PO BOX 701 BOONE, IA 50036 | AFLAC | $7K | $357 | $7K | 9.71% |
| LOREN E MEYER3 | 2604 WEST EUCLID AVENUE INDIANOLA, IA 50125 | AFLAC | $1K | $71 | $1K | 2.02% |
| BARBARA WITTROCK3 | PO BOX 701 BOONE, IA 50036 | AFLAC | $1K | — | $1K | 1.41% |
| BRAD P LUFKIN3 Filed as: BRAD LUFKIN | 5530 WEST PARKWAY SUITE 500 JOHNSTON, IA 50131 | AFLAC | $887 | $71 | $958 | 1.31% |
| MARVIN A WITTROCK3 | 515 MARSHALL STREET PO BOX 701 BOONE, IA 50036 | AFLAC | $717 | — | $717 | 0.98% |
| JANE POTTEBAUM3 | 19258 HAWTHORNE AVENUE CARROLL, IA 51401 | AFLAC | $494 | — | $494 | 0.67% |
| WILLIAM G CASWELL3 | 1387 NORTHWEST 137TH COURT CLIVE, IA 50325 | AFLAC | $364 | — | $364 | 0.50% |
| KACY A GRUENKEMEYER3 | 11116 AURORA AVENUE URBANDALE, IA 50322 | AFLAC | $113 | $71 | $184 | 0.25% |
| ORVILLE W LUEDTKE3 | 3020 HOLCOMB AVENUE DES MOINES, IA 50310 | AFLAC | $170 | — | $170 | 0.23% |
| DON ARMSTRONG3 | 12834 WEST CASTLEBER DRIVE SUN CITY WEST, AZ 85375 | AFLAC | $169 | — | $169 | 0.23% |
| EDWARD C BIEHN3 | 1534 HANCOCK DRIVE BOONE, IA 50036 | AFLAC | $149 | — | $149 | 0.20% |
| KIM I THROCKMORTON3 | 211 S 8TH STREET BATTLE CREEK, NE 68715 | AFLAC | $137 | — | $137 | 0.19% |
| MATTHEW D BUTLER3 | 123 CENTER PARK DRIVE SUITE 102 URBANDALE, IA 50322 | AFLAC | $136 | — | $136 | 0.19% |
| SUSAN M PRAUL3 | 3461 29TH STREET BETTENDORF, IA 52722 | AFLAC | $132 | — | $132 | 0.18% |
| SCOTT R FRITCHER3 | 9655 NORTHWEST 74TH PL GRIMES, IA 50111 | AFLAC | $129 | — | $129 | 0.18% |
| KRINGS ENTERPRISES INC3 | 5530 WEST PARKWAY SUITE 500 JOHNSTON, IA 50131 | AFLAC | $114 | — | $114 | 0.16% |
| CHARLOTTE A THORSON3 | 1501 ROOSEVELT DRIVE ATLANTIC, IA 50022 | AFLAC | $107 | — | $107 | 0.15% |
| BARRY CAMPBELL3 | 2798 COUNTY ROAD 80 ALGER, OH 45812 | AFLAC | $93 | — | $93 | 0.13% |
| BRENT C STANKEE3 | PO BOX 203 WHEATLAND, IA 52777 | AFLAC | $88 | — | $88 | 0.12% |
| DARRELL E RUSSELL3 | 8500 COLLEGE BOULEVARD OVERLAND PARK, KS 66210 | AFLAC | $77 | — | $77 | 0.10% |
| RICHARD R KIMBROUGH3 | 1972 MUIRFIELD WAY SOUTHEAST PALM BAY, FL 32909 | AFLAC | $70 | — | $70 | 0.10% |
| KORY K ELLERBECK3 | 8610 EP TRUE PARKWAY UNIT 13009 WEST DES MOINES, IA 50266 | AFLAC | $70 | — | $70 | 0.10% |
| MITCHELL J MCCALL3 | 1620 WILLINGTON APARTMENT 1101 BEAUMONT, TX 77706 | AFLAC | $57 | — | $57 | 0.08% |
| JOHN S SANDOR3 | 1497 DENALI DRIVE MARION, IA 52302 | AFLAC | $57 | — | $57 | 0.08% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOC INC | 3001 WESTOWN PARKWAY WEST DES MOINES, IA 50266 | AFLAC | $56 | — | $56 | 0.08% |
| JANE W BARNHILL3 | 6636 NC HIGHWAY 43 SOUTH GREENVILLE, NC 27858 | AFLAC | $52 | — | $52 | 0.07% |
| RITA A FOUBERT3 | 4888 110TH STREET MONTEZUMA, IA 50171 | AFLAC | $52 | — | $52 | 0.07% |
| EILEEN M BIEHN3 Filed as: EILEEN M BIEN | 1534 HANCOCK DRIVE BOONE, ID 50036 | AFLAC | $51 | — | $51 | 0.07% |
| MAURINE S DUSENBERY3 | 5698 NORTHWEST 4TH COURT DES MOINES, ID 50313 | AFLAC | $46 | — | $46 | 0.06% |
| PHYLLIS D KIMBALL3 | 1103 ORCHARD DRIVE CRESTON, IA 50801 | AFLAC | $42 | — | $42 | 0.06% |
| THOMAS P COMPO3 | 840 JUNIPER AVENUE KELLOGG, IA 50135 | AFLAC | $41 | — | $41 | 0.06% |
| LINDA LYON3 | PO BOX 832 OTTUMWA, IA 52501 | AFLAC | $36 | — | $36 | 0.05% |
| KRINGS ENTERPRISES INC3 | 2570 106TH STREET SUITE A URBANDALE, IA 50322 | AFLAC | $31 | — | $31 | 0.04% |
| JAMES A SMAARDYK3 | 2831 CEDAR HILLS LANE TWIN LAKE, MI 49457 | AFLAC | $30 | — | $30 | 0.04% |
| BETTY L WALKER-COWAN3 Filed as: BETTY WALKER-COWAN | 216 EAST MAPLE AVENUE OTTUMWA, IA 52501 | AFLAC | $28 | — | $28 | 0.04% |
| ROBIN D YOUNG3 | 903 BELL AVENUE WEBSTER CITY, ID 50595 | AFLAC | $28 | — | $28 | 0.04% |
| JONNELL P ACKELSON3 | 4720 74TH STREET URBANDALE, IA 50322 | AFLAC | $25 | — | $25 | 0.03% |
| LEROY C GOOSIC3 | 300 2ND STREET NORTHEAST APARTMENT 12 BONDURANT, IA 50035 | AFLAC | $24 | — | $24 | 0.03% |
| FMC ENTERPRISES INC3 | PO BOX 220 FOLEY, AL 36536 | AFLAC | $23 | — | $23 | 0.03% |
| KRINGS ENTERPRISES INC3 Filed as: S KRINGS ENTERPRISES INC | 1408 PRAIRIE RIDGE DRIVE POLK CITY, ID 50226 | AFLAC | $23 | — | $23 | 0.03% |
| JOAN M MCCORMICK3 | 10430 EAST GRANDVIEW ROAD TRAVERSE CITY, MI 49684 | AFLAC | $22 | — | $22 | 0.03% |
| LYNN M BARBIER3 | 2417 GRANT CIRCLE AMES, IA 50010 | AFLAC | $21 | — | $21 | 0.03% |
| JAMES F CHRISTENSEN3 | 1200 14TH AVENUE WEST SPENCER, ID 51301 | AFLAC | $20 | — | $20 | 0.03% |
| ASHLEE NICHOLE ADAMS3 | 2576 120TH STREET VAN METER, IA 50261 | AFLAC | $20 | — | $20 | 0.03% |
| STEVEN G JOHNSON3 | 35989 HIGHWAY 69 SUITE C FOREST CITY, IA 50436 | AFLAC | $18 | — | $18 | 0.02% |
| GABE J BOWERS3 | 811 KEELER STREET BOONE, IA 50036 | AFLAC | $18 | — | $18 | 0.02% |
| MICHAEL E MCCARTHY3 | PO BOX 1047 DUNDEE, IL 60118 | AFLAC | $17 | — | $17 | 0.02% |
| LESLIE A COOPER3 | 1511 70TH STREET WINDSOR HEIGHTS, ID 50324 | AFLAC | $16 | — | $16 | 0.02% |
| TIMOTHY B ASBY3 | 9247 NORTH MERIDIAN STREET SUITE 205 INDIANAPOLIS, IN 46260 | AFLAC | $16 | — | $16 | 0.02% |
| SARAH H MCNEMAR3 | 1123 PELHAM STREET CULPEPER, VA 22701 | AFLAC | $16 | — | $16 | 0.02% |
| CHARLES L TIPTON3 | 33 RAPIDS RUN SIMS, AR 71969 | AFLAC | $10 | — | $10 | 0.01% |
| WILLIAM R ROBERTSON3 | PO BOX 118 BELDEN, MS 38826 | AFLAC | $9 | — | $9 | 0.01% |
| MARY ANSTEY3 | 704 MONROE STREET CUMBERLAND, IA 50843 | AFLAC | $8 | — | $8 | 0.01% |
| JOHN D TYLER3 | 130 DUCK HAWK WAY MARIETTA, SC 29661 | AFLAC | $7 | — | $7 | 0.01% |
| MERLE DALE HALL3 | 950 WEST BANNOCK STREET SUITE 1100 BOISE, ID 83702 | AFLAC | $7 | — | $7 | 0.01% |
| COURNISA N WILSON3 | PO BOX 655 SLATER, IA 50244 | AFLAC | $7 | — | $7 | 0.01% |
| KELCEY KRINGS3 | 2570 106TH STREET SUITE A URBANDALE, IA 50322 | AFLAC | $6 | — | $6 | 0.01% |
| DALE PHILLIPS3 | 20651 US HIGHWAY 65 PRINCETON, MO 64673 | AFLAC | $4 | — | $4 | 0.01% |
| RONALD E KIRKLAND3 | 4 SOTHEBY PL SE GURLEY, AL 35748 | AFLAC | $4 | — | $4 | 0.01% |
| DARCY SWON3 | 1294 321ST STREET STRATFORD, IA 50249 | AFLAC | $4 | — | $4 | 0.01% |
| GINA WIEGAND3 | 5904 NORTHWEST 95TH COURT JOHNSTON, ID 50131 | AFLAC | $4 | — | $4 | 0.01% |
| MARK FRIEHE3 Filed as: MARK E FRIEHE | 4611 SOUTH 96TH STREET SUITE 101 OMAHA, NE 68127 | AFLAC | $3 | — | $3 | 0.00% |
| SHEILA L RAITCH3 | 5524 LIBER COURT GAINSVILLE, VA 20155 | AFLAC | $3 | — | $3 | 0.00% |
| KIMBERLY S BEGGS3 | 1764 WINCHESTER AVE CLEARFIELD, ID 50840 | AFLAC | $2 | — | $2 | 0.00% |
| ALLEN HOOVER3 Filed as: ALLEN Z HOOVER | 4778 WINTERSET WAY OWINGS MILLS, MD 21117 | AFLAC | $2 | — | $2 | 0.00% |
| JAMES D EDMONDS3 Filed as: JAMES C OGBURN JR | 581 GOLD CUR DRIVE WARRENTON, VA 20186 | AFLAC | $2 | — | $2 | 0.00% |
| JAMES R HARROLD3 | 9343 SEASCAPE DRIVE INDIANAPOLIS, IN 46256 | AFLAC | $1 | — | $1 | 0.00% |
| JEAN MARIE JONES3 | 3623 DOUGLAS AVENUE DES MOINES, IA 50310 | AFLAC | $1 | — | $1 | 0.00% |
| LEANN POTTER3 | 445 CANYON DRIVE MESQUITE, NV 89027 | AFLAC | $1 | — | $1 | 0.00% |
| STEPHEN BEAMAN3 | 1401 KIMBERLY ROAD NEW BERN, NC 28562 | AFLAC | $1 | — | $1 | 0.00% |
| JAMES A SCOTT & SON INC3 Filed as: JAMES R HILL SR | 9701 GAYTON ROAD SUITE 5 RICHMOND, VA 23238 | AFLAC | $1 | — | $1 | 0.00% |
| RICHARD KLINGBEIL3 Filed as: RICHARD E KLINGBEIL | 9172 NORTH 102ND STREET SCOTTSDALE, AZ 85258 | AFLAC | $1 | — | $1 | 0.00% |
| KIM BEHRENS3 | 3066 VICTORIA STREET BETTENDORF, IA 52722 | ORRIANT | $619 | — | $619 | 1.27% |
| GROUP BENEFITS LTD3 Filed as: GROUP SERVICES INC | 3066 VICTORIA STREET BETTENDORF, IA 52722 | STANDARD INSURANCE COMPANY | $2K | — | $2K | 7.60% |
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 | 337 | 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) | 337 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AFLAC | 148 | $73K |
| Dental | AFLAC | 148 | $73K |
| Vision | AFLAC | 148 | $73K |
| Life insurance | STANDARD INSURANCE COMPANY | 338 | $28K |
| Short-term disability | AFLAC | 148 | $73K |
| Stop-loss / reinsurancereinsurance | QBE INSURANCE CORPORATION | 241 | $285K |
| Other(3 contracts, 3 carriers) | AFLAC | 338 | $150K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 338 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.