| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCIATES LLC | 2727 GRAND PRAIRIE PKWY WAUKEE, IA 50263 | UNITED OF OMAHA LIFE INSURNACE COMPANY | $55K | $16K | $72K | 19.46% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCIATES LLC | 2727 GRAND PRAIRIE PKWY WAUKEE, IA 50263 | UNITED OF OMAHA LIFE INSURNACE COMPANY | $46K | $15K | $61K | 19.88% |
| THE ULTIMATE SOFTWARE GROUP5 | 2000 ULTIMATE WAY WESTON, FL 33326 | UNITED OF OMAHA LIFE INSURNACE COMPANY | — | $9K | $9K | 2.94% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCIATES LLC | 2727 GRAND PRAIRIE PKWY WAUKEE, IA 50263 | UNITED OF OMAHA LIFE INSURNACE COMPANY | $43K | $18K | $62K | 21.34% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCIATES LLC | 2727 GRAND PRAIRIE PKWY WAUKEE, IA 50263 | UNITED OF OMAHA LIFE INSURNACE COMPANY | $20K | $7K | $27K | 20.13% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCIATES LLC | 2727 GRAND PRAIRIE PKWY WAUKEE, IA 50263 | UNITED OF OMAHA LIFE INSURNACE COMPANY | $20K | — | $20K | 15.00% |
| AVANT SPECIALTY BENEFITS LLC3 | 1828 WALNUT ST STE 801 KANSAS CITY, MO 64108 | UNITED OF OMAHA LIFE INSURNACE COMPANY | — | $3K | $3K | 2.00% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCIATES, INC. | PO BOX 441 DES MOINES, IA 50302 | ARAG INSURANCE COMPANY | $11K | — | $11K | 10.00% |
| SELECT NETWORKS3 | 317 6TH AVE STE 1440 DES MOINES, IA 50309 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $14K | — | $14K | 12.77% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY | 3001 WESTOWN PKWY WEST DES MOINES, IA 50266 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $11K | — | $11K | 10.00% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCIATES LLC | 2727 GRAND PRAIRIE PKWY WAUKEE, IA 50263 | UNITED OF OMAHA LIFE INSURNACE COMPANY | $17K | — | $17K | 20.00% |
| THE ULTIMATE SOFTWARE GROUP5 | 2000 ULTIMATE WAY WESTON, FL 33326 | UNITED OF OMAHA LIFE INSURNACE COMPANY | — | $2K | $2K | 3.00% |
| AVANT SPECIALTY BENEFITS LLC3 | 1828 WALNUT ST STE 801 KANSAS CITY, MO 64108 | UNITED OF OMAHA LIFE INSURNACE COMPANY | — | $2K | $2K | 2.00% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCIATES LLC | 2727 GRAND PRAIRIE PKWY WAUKEE, IA 50263 | UNITED OF OMAHA LIFE INSURNACE COMPANY | $16K | — | $16K | 20.00% |
| THE ULTIMATE SOFTWARE GROUP5 | 2000 ULTIMATE WAY WESTON, FL 33326 | UNITED OF OMAHA LIFE INSURNACE COMPANY | — | $2K | $2K | 3.00% |
| AVANT SPECIALTY BENEFITS LLC3 | 1828 WALNUT ST STE 801 KANSAS CITY, MO 64108 | UNITED OF OMAHA LIFE INSURNACE COMPANY | — | $2K | $2K | 2.00% |
| HOLMES MURPHY & ASSOCIATES1 Filed as: HOLMES MURPHY & ASSOCIATES LLC | 2727 GRAND PRAIRIE PKWY WAUKEE, IA 50263 | UNITED OF OMAHA LIFE INSURNACE COMPANY | $15K | — | $15K | 20.00% |
| THE ULTIMATE SOFTWARE GROUP5 | 2000 ULTIMATE WAY WESTON, FL 33326 | UNITED OF OMAHA LIFE INSURNACE COMPANY | — | $2K | $2K | 3.00% |
| AVANT SPECIALTY BENEFITS LLC3 | 1828 WALNUT ST STE 801 KANSAS CITY, MO 64108 | UNITED OF OMAHA LIFE INSURNACE COMPANY | — | $1K | $1K | 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 | 2,137 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 16 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 2,153 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | WELLMARK BLUE CROSS BLUE SHIELD OF IOWA | 1,853 | $17.6M |
| Dental | DELTA DENTAL OF IOWA | 1,658 | $934K |
| Vision | FIDELITY SECURITY LIFE INSURANCE COMPANY | 961 | $113K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURNACE COMPANY | 1,822 | $675K |
| Short-term disability(2 contracts) | UNITED OF OMAHA LIFE INSURNACE COMPANY | 612 | $420K |
| Long-term disability | UNITED OF OMAHA LIFE INSURNACE COMPANY | 1,012 | $136K |
| Prescription drug | WELLMARK BLUE CROSS BLUE SHIELD OF IOWA | 1,853 | $17.6M |
| Other(4 contracts, 2 carriers) | ARAG INSURANCE COMPANY | 620 | $354K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,853 | — |
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.