| 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 | GRAVIE, INC. | $18K | — | $18K | 3.35% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES-MURPHY & ASSOCIATES, LLC | 2727 GRAND PRAIRIE PKWY WAUKEE, IA 50263 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $11K | — | $11K | 11.92% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES-MURPHY & ASSOCIATES, LLC | 2727 GRAND PRAIRIE PKWY WAUKEE, IA 50263 | DELTA DENTAL OF IOWA | $2K | $70 | $2K | 6.19% |
| SELECT NETWORKS5 | 317 6TH AVE DES MOINES, IA 50309 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $1K | — | $1K | 11.11% |
| HOLMES MURPHY & ASSOCIATES5 Filed as: HOLMES-MURPHY & ASSOCIATES, LLC | 3001 WESTOWN PKWY WEST DES MOINES, IA 50266 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $1K | — | $1K | 10.10% |
| AMY HANSEN & ASSOCIATES, INC.3 | PO BOX 406 SPENCER, IA 51301 | AFLAC | $177 | — | $177 | 3.28% |
| ERIN MARIE STRAIT3 | 3127 S CYPRESS ST SIOUX CITY, IA 51106 | AFLAC | $102 | — | $102 | 1.89% |
| PATRICIA K FITZPATRICK3 | 1415 580TH STREET STORM LAKE, IA 50588 | AFLAC | $88 | — | $88 | 1.63% |
| JANE W BARNHILL3 Filed as: JANE M POTTEBAUM | 19258 HAWTHORNE AVENUE CARROLL, IA 51401 | AFLAC | $84 | — | $84 | 1.56% |
| LEO F. FONDROY3 Filed as: LEO F FONDROY | PO BOX 384 CHEROKEE, IA 51012 | AFLAC | $62 | — | $62 | 1.15% |
| TAMMY ZEMLER3 | PO BOX 473 SPIRIT LAKE, IA 51360 | AFLAC | $33 | — | $33 | 0.61% |
| SCOTT R FRITCHER3 | 212 NW SUNSET LN GRIMES, IA 50111 | AFLAC | $30 | — | $30 | 0.56% |
| JAMES F CHRISTENSEN3 | 1200 14TH AVE W SPENCER, IA 51301 | AFLAC | $20 | — | $20 | 0.37% |
| TYONIA N EGGERS3 | 102 BASS ST STORM LAKE, IA 50588 | AFLAC | $17 | — | $17 | 0.31% |
| MATTHEW D BUTLER3 | 123 CENTER PARK DR STE 102 KNOXVILLE, TN 37922 | AFLAC | $10 | — | $10 | 0.19% |
| REBEKAH N CHRIST3 | 1123 LAKE AVENUE STORM LAKE, IA 50588 | AFLAC | $8 | — | $8 | 0.15% |
| TYONIA EGGERS INC3 | 102 BASS ST STORM LAKE, IA 50588 | AFLAC | $7 | — | $7 | 0.13% |
| 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% |
| HEATHER D SWANSON3 | 115 SE BAYTREE DR WAUKEE, IA 50263 | AFLAC | $2 | — | $2 | 0.04% |
| THERESA WILLIAMS JONES3 | 125 CLIFFVIEW DR QUITMAN, AR 72131 | AFLAC | $2 | — | $2 | 0.04% |
| 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 | 135 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 135 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | GRAVIE, INC. | 78 | $552K |
| Dental | DELTA DENTAL OF IOWA | 91 | $38K |
| Vision | FIDELITY SECURITY LIFE INSURANCE COMPANY | 134 | $12K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 135 | $90K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 135 | $90K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 135 | $90K |
| Other | AFLAC | 3 | $5K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 135 | — |
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.