| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES, MURPHY AND ASSOCIATES LLC | 7047 E GREENWAY PKWY STE 210 SCOTTSDALE, AZ 85254 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $68K | $0 | $68K | 15.00% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES, MURPHY AND ASSOCIATES LLC | 2727 GRAND PRAIRIE PKWY WAUKEE, IA 50263 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $51K | $0 | $51K | 15.00% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES, MURPHY AND ASSOCIATES LLC | 7047 E GREENWAY PKWY STE 210 SCOTTSDALE, AZ 85254 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $45K | $0 | $45K | 15.00% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES, MURPHY AND ASSOCIATES LLC | 2727 GRAND PRAIRIE PKWY WAUKEE, IA 50263 | VERATRUS BENEFIT SOLUTIONS, INC | $13K | $0 | $13K | 7.75% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES, MURPHY AND ASSOCIATES LLC | 7047 E GREENWAY PKWY STE 210 SCOTTSDALE, AZ 85254 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $24K | $0 | $24K | 15.00% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES, MURPHY AND ASSOCIATES LLC | 2727 GRAND PRAIRIE PKWY WAUKEE, IA 50263 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $23K | $4K | $27K | 17.76% |
| AVANT SPECIALTY BENEFITS LLC3 | 1828 WALNUT ST STE 801 KANSAS CITY, MO 64108 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $3K | $3K | 2.00% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES, MURPHY AND ASSOCIATES LLC | PO BOX 441 DES MOINES, IA 50302 | ARAG INSURANCE COMPANY | $12K | $0 | $12K | 10.00% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES, MURPHY AND ASSOCIATES LLC | 2727 GRAND PRAIRIE PKWY WAUKEE, IA 50263 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $21K | $5K | $26K | 24.59% |
| THE ULTIMATE SOFTWARE GROUP5 | 2000 ULTIMATE WAY WESTON, FL 33326 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $3K | $3K | 3.00% |
| AVANT SPECIALTY BENEFITS LLC3 | 1828 WALNUT ST STE 801 KANSAS CITY, MO 64108 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $2K | $2K | 2.00% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES, MURPHY AND ASSOCIATES LLC | 2727 GRAND PRAIRIE PKWY WAUKEE, IA 50263 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $21K | $3K | $24K | 23.04% |
| THE ULTIMATE SOFTWARE GROUP5 | 2000 ULTIMATE WAY WESTON, FL 33326 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $3K | $3K | 3.00% |
| AVANT SPECIALTY BENEFITS LLC3 | 1828 WALNUT ST STE 801 KANSAS CITY, MO 64108 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $2K | $2K | 2.00% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES, MURPHY AND ASSOCIATES LLC | 2727 GRAND PRAIRIE PKWY WAUKEE, IA 50263 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $20K | $2K | $23K | 22.41% |
| THE ULTIMATE SOFTWARE GROUP5 | 2000 ULTIMATE WAY WESTON, FL 33326 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $3K | $3K | 3.00% |
| AVANT SPECIALTY BENEFITS LLC3 | 1828 WALNUT ST STE 801 KANSAS CITY, MO 64108 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $2K | $2K | 2.00% |
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 | 1,868 | 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) | 1,868 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | WELLMARK HEALTH PLAN OF IOWA | 1,868 | $15.9M |
| Dental | DELTA DENTAL OF IOWA | 1,691 | $1.0M |
| Vision | VERATRUS BENEFIT SOLUTIONS, INC | 1,344 | $169K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 2,114 | $790K |
| Short-term disability(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 566 | $454K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 1,104 | $157K |
| Other(6 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 2,114 | $1.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,114 | — |
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."
No prospect flags tripped on this filing.