| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LAMAIR MULOCK CONDON CO3 | 4200 UNIVERSITY AVENUE SUITE 200 WEST DES MOINES, IA 502665945 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $5K | — | $5K | 6.38% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS GREAT PLAINS, LLC | 4200 UNIVERSITY AVENUE SUITE 200 WEST DES MOINES, IA 502665945 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $6K | — | $6K | 10.00% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS GREAT PLAINS, LLC | 4200 UNIVERSITY AVENUE SUITE 200 WEST DES MOINES, IA 502665945 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $3K | — | $3K | 6.65% |
| SELECT NETWORKS3 | 317 6TH AVENUE, SUITE 1440 DES MOINES, IA 50309 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $3K | — | $3K | 10.97% |
| LAMAIR MULOCK CONDON CO3 | 4200 UNIVERSITY AVENUE SUITE 200 WEST DES MOINES, IA 502665945 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $2K | — | $2K | 7.08% |
| LAMAIR MULOCK CONDON CO3 | 4200 UNIVERSITY AVENUE SUITE 200 WEST DES MOINES, IA 502665945 | VISION SERVICE PLAN | $827 | — | $827 | 3.46% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS GREAT PLAINS, LLC | 4200 UNIVERSITY AVENUE SUITE 200 WEST DES MOINES, IA 502665945 | VISION SERVICE PLAN | $340 | — | $340 | 1.42% |
| SUPPLEMENTAL INSURANCE PROFESSIONAL3 Filed as: SUPPLEMENTAL INS PROF LLC | 1956 PARK AVENUE DES MOINES, IA 50315 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $3K | — | $3K | 12.45% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS GREAT PLAINS, LLC | 4200 UNIVERSITY AVENUE SUITE 200 WEST DES MOINES, IA 502665945 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $1K | — | $1K | 5.46% |
| ALLYSA O'DONNELL3 | 1956 PARK AVENUE DES MOINES, IA 50315 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $364 | — | $364 | 1.67% |
| RHONDA S PAPE3 Filed as: RHONDA PAPE | 115 E PLATT ST MAQUOKETA, IA 52060 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $28 | — | $28 | 0.13% |
| DANE PAPE3 | 115 E PLATT ST MAQUOKETA, IA 52060 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $24 | — | $24 | 0.11% |
| ALAN PAPE3 | 115 E PLATT ST MAQUOKETA, IA 52060 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $12 | — | $12 | 0.05% |
| SUPPLEMENTAL INS SVCS INC3 | 115 E PLATT ST MAQUOKETA, IA 52060 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $4 | — | $4 | 0.02% |
| SUPPLEMENTAL INSURANCE PROFESSIONAL3 Filed as: SUPPLEMENTAL INS PROF LLC | 1956 PARK AVENUE DES MOINES, IA 50315 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $4K | — | $4K | 17.91% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS GREAT PLAINS, LLC | 4200 UNIVERSITY AVENUE SUITE 200 WEST DES MOINES, IA 502665945 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $1K | — | $1K | 5.04% |
| ALLYSA O'DONNELL3 | 1956 PARK AVENUE DES MOINES, IA 50315 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $254 | — | $254 | 1.25% |
| DANE PAPE3 | 115 E PLATT ST MAQUOKETA, IA 52060 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $22 | — | $22 | 0.11% |
| RHONDA S PAPE3 Filed as: RHONDA PAPE | 115 E PLATT ST MAQUOKETA, IA 52060 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $12 | — | $12 | 0.06% |
| ALAN PAPE3 | 115 E PLATT ST MAQUOKETA, IA 52060 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $11 | — | $11 | 0.05% |
| SUPPLEMENTAL INS SVCS INC3 | 115 E PLATT ST MAQUOKETA, IA 52060 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $8 | — | $8 | 0.04% |
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 | 494 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 9 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 503 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision(2 contracts, 2 carriers) | FIDELITY SECURITY LIFE INSURANCE COMPANY | 309 | $51K |
| Life insurance(2 contracts) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 494 | $103K |
| Short-term disability | AMERICAN HERITAGE LIFE INSURANCE COMPANY | 110 | $22K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 454 | $74K |
| Other(3 contracts, 2 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 843 | $124K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 843 | — |
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.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.