| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES-MURPHY & ASSOCIATES, LLC | 2727 GRAND PRAIRIE PKWY WAUKEE, IA 502638844 | UNITED HEALTHCARE INSURANCE COMPANY | — | $18K | $18K | 3.37% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES-MURPHY & ASSOCIATES, LLC | 2727 GRAND PRAIRIE PKWY WAUKEE, IA 50263 | UNITED HEALTHCARE INSURANCE COMPANY | $0 | — | $0 | 0.00% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES-MURPHY & ASSOCIATES, LLC | 2727 GRAND PRAIRIE PKWY WAUKEE, IA 50263 | DELTA DENTAL OF IOWA | $2K | $82 | $2K | 6.23% |
| SELECT NETWORKS3 | 317 6TH AVE DES MOINES, IA 50309 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $1K | — | $1K | 10.96% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES-MURPHY & ASSOCIATES, LLC | 3001 WESTOWN PKWY WEST DES MOINES, IA 50266 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $1K | — | $1K | 9.97% |
| AMY HANSEN & ASSOCIATES, INC.3 | PO BOX 406 SPENCER, IA 51301 | AFLAC | $208 | — | $208 | 3.93% |
| JANE W BARNHILL3 Filed as: JANE M POTTEBAUM | 19258 HAWTHORNE AVENUE CARROLL, IA 51401 | AFLAC | $98 | — | $98 | 1.85% |
| PATRICIA K FITZPATRICK3 | 1415 580TH STREET STORM LAKE, IA 50588 | AFLAC | $88 | — | $88 | 1.66% |
| REBEKAH N CHRIST3 | 1123 LAKE AVENUE STORM LAKE, IA 50588 | AFLAC | $37 | — | $37 | 0.70% |
| SCOTT R FRITCHER3 | 7408 LONGBOAT DR JOHNSTON, IA 50131 | AFLAC | $31 | — | $31 | 0.59% |
| DAARON HANSEN & ASSOCIATES, INC.3 Filed as: DAARON A HANSEN | PO BOX 406 SPENCER, IA 51301 | AFLAC | $28 | — | $28 | 0.53% |
| JAMES F CHRISTENSEN3 | 1200 14TH AVE W SPENCER, IA 51301 | AFLAC | $20 | — | $20 | 0.38% |
| MATTHEW D BUTLER3 | 123 CENTER PARK DR STE 102 KNOXVILLE, TN 37922 | AFLAC | $10 | — | $10 | 0.19% |
| CHARLOTTE A THORSON3 | 1501 ROOSEVELT DRIVE ATLANTIC, IA 50022 | AFLAC | $6 | — | $6 | 0.11% |
| WILLIAM CLAY ARNOLD3 | 102 HOLLY COURT NATCHEZ, MS 39120 | AFLAC | $3 | — | $3 | 0.06% |
| BARRY CAMPBELL3 | 2798 COUNTY ROAD 80 ALGER, OH 45812 | AFLAC | $2 | — | $2 | 0.04% |
| KACY A GRUENKEMEYER3 | 558 CLINGMANS LN CHATTANOOGA, TN 37419 | AFLAC | $2 | — | $2 | 0.04% |
| HEATHER D SWANSON3 | 115 SE BAYTREE DR WAUKEE, IA 50263 | AFLAC | $2 | — | $2 | 0.04% |
| AUSTIN J PETERSON3 | 11116 AURORA AVE URBANDALE, IA 50322 | AFLAC | $1 | — | $1 | 0.02% |
| JAMES A SMAARDYK3 | 3972 HOLLIS AVE PORT CHARLOTTE, FL 33953 | 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 | 118 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 118 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITED HEALTHCARE INSURANCE COMPANY | 109 | $522K |
| Dental | DELTA DENTAL OF IOWA | 85 | $36K |
| Vision | FIDELITY SECURITY LIFE INSURANCE COMPANY | 117 | $13K |
| Life insurance | UNITED HEALTHCARE INSURANCE COMPANY | 118 | $79K |
| Short-term disability | UNITED HEALTHCARE INSURANCE COMPANY | 118 | $79K |
| Long-term disability | UNITED HEALTHCARE INSURANCE COMPANY | 118 | $79K |
| Other | AFLAC | 3 | $5K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 118 | — |
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.