| 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 HEALTHCARE INSURANCE COMPANY | $2K | $9K | $11K | 2.07% |
| STILLE PIERCE & PERTZBORN3 | 112 E 5TH ST STORM LAKE, IA 505882340 | UNITED HEALTHCARE INSURANCE COMPANY | — | $10 | $10 | 0.00% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES-MURPHY & ASSOCIATES, LLC | 2727 GRAND PRAIRIE PKWY WAUKEE, IA 50263 | UNITED HEALTHCARE INSURANCE COMPANY | $8K | — | $8K | 11.08% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES-MURPHY & ASSOCIATES, LLC | 2727 GRAND PRAIRIE PKWY WAUKEE, IA 50263 | DELTA DENTAL OF IOWA | $2K | $92 | $2K | 6.27% |
| SELECT NETWORKS3 | 317 6TH AVE DES MOINES, IA 50309 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $1K | — | $1K | 11.00% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES-MURPHY & ASSOCIATES, LLC | 3001 WESTOWN PKWY WEST DES MOINES, IA 50622 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $1K | — | $1K | 10.00% |
| AMY E COHEN3 Filed as: AMY J RENZE | 23121 215TH ST CARROLL, IA 51401 | AFLAC | $113 | — | $113 | 2.80% |
| PATRICIA K FITZPATRICK3 Filed as: PATRICIA K. FITZPATRICK | 1415 580TH STREET STORM LAKE, IA 50588 | AFLAC | $86 | — | $86 | 2.13% |
| LEO F. FONDROY3 | P.O. BOX 384 CHEROKEE, IA 51012 | AFLAC | $79 | — | $79 | 1.96% |
| JANE POTTEBAUM3 | 19258 HAWTHORNE AVENUE CARROLL, IA 51401 | AFLAC | $65 | — | $65 | 1.61% |
| SCOTT R FRITCHER3 Filed as: SCOTT R. FRITCHER | 3511 131ST ST URBANDALE, IA 50323 | AFLAC | $30 | — | $30 | 0.74% |
| JAMES F CHRISTENSEN3 | 1200 14TH AVE W SPENCER, IA 51301 | AFLAC | $20 | — | $20 | 0.50% |
| MATTHEW D BUTLER3 Filed as: MATTHEW D. BUTLER | 123 CENTER PARK DR STE 102 KNOXVILLE, TN 37922 | AFLAC | $16 | — | $16 | 0.40% |
| MICHAEL DONLEY3 Filed as: MICHAEL N SUNDERMAN | 2912 HAMILTON BLVD, STE 104 SIOUX CITY, IA 51104 | AFLAC | $14 | — | $14 | 0.35% |
| MARK FRIEHE3 Filed as: MARK E. FRIEHE | 11218 JOHN GALT BLVD STE 100 OMAHA, NE 68137 | AFLAC | $8 | — | $8 | 0.20% |
| REBEKAH N CHRIST3 Filed as: REBEKAH N. CHRIST | 1123 LAKE AVENUE STORM LAKE, IA 50588 | AFLAC | $8 | — | $8 | 0.20% |
| AMY HANSEN & ASSOCIATES, INC.3 | P.O. BOX 406 SPENCER, IA 51301 | AFLAC | $6 | — | $6 | 0.15% |
| CHARLOTTE A THORSON3 | 1501 ROOSEVELT DRIVE ATLANTIC, IA 50022 | AFLAC | $6 | — | $6 | 0.15% |
| BARRY CAMPBELL3 | 2798 COUNTY ROAD 80 ALGER, OH 45812 | AFLAC | $3 | — | $3 | 0.07% |
| HEATHER D SWANSON3 Filed as: HEATHER D. SWANSON | 4517 49TH PLACE DES MOINES, IA 50310 | AFLAC | $3 | — | $3 | 0.07% |
| WILLIAM CLAY ARNOLD3 | 102 HOLLY COURT NATCHEZ, MS 39120 | AFLAC | $3 | — | $3 | 0.07% |
| PEAK INC3 | 40553 252ND ST MITCHELL, SD 57301 | AFLAC | $3 | — | $3 | 0.07% |
| MITCHELL FRIEHE & ASSOCIATES INC3 Filed as: MITCHELL FRIEHE & ASSOCIATES, INC. | 16909 PALISADES DR OMAHA, NE 68136 | AFLAC | $2 | — | $2 | 0.05% |
| TARA L. PATRICK3 | P.O. BOX 388 EVERLY, IA 51338 | AFLAC | $2 | — | $2 | 0.05% |
| JAMES A SMAARDYK3 Filed as: JAMES A. SMAARDYK | 2831 CEDAR HILLS LANE TWIN LAKE, MI 49457 | AFLAC | $1 | — | $1 | 0.02% |
| JAMES L HAYES3 Filed as: JAMES L. HAYES | 1547 CEDAR SPRINGS CT NORTH LIBERTY, IA 52317 | AFLAC | $1 | — | $1 | 0.02% |
| RANDY JUNKMAN3 | 2617 27TH AVENUE, N. FORT DODGE, IA 50501 | AFLAC | $1 | — | $1 | 0.02% |
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 | 96 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 96 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITED HEALTHCARE INSURANCE COMPANY | 73 | $532K |
| Dental | DELTA DENTAL OF IOWA | 88 | $37K |
| Vision | FIDELITY SECURITY LIFE INSURANCE COMPANY | 97 | $11K |
| Life insurance | UNITED HEALTHCARE INSURANCE COMPANY | 104 | $75K |
| Short-term disability | UNITED HEALTHCARE INSURANCE COMPANY | 104 | $75K |
| Long-term disability | UNITED HEALTHCARE INSURANCE COMPANY | 104 | $75K |
| Other | AFLAC | 5 | $4K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 104 | — |
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.