| 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 ADMINISTRATIVE SERVICES, LLC | $22K | — | $22K | 3.19% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCIATES, LLC | 2727 GRAND PRAIRIE PKWY WAUKEE, IA 50263 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $11K | $3K | $14K | 14.77% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCIATES, LLC | 2727 GRAND PRAIRIE PKWY WAUKEE, IA 50263 | DELTA DENTAL OF IOWA | $3K | $59 | $3K | 6.14% |
| HOLMES MURPHY & ASSOCIATES5 | 3333 LEE PARKWAY, STE 900 DALLAS, TX 75219 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $2K | — | $2K | 10.00% |
| SELECT NETWORKS5 | 6165 NW 86TH STREET, STE 108 JOHNSTON, IA 50131 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $261 | — | $261 | 1.54% |
| WELLMARK INC5 Filed as: WELLMARK, INC | 1331 GRAND AVENUE DES MOINES, IA 50309 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $1 | — | $1 | 0.01% |
| PATRICIA K FITZPATRICK3 | 1415 580TH STREET STORM LAKE, IA 50588 | AFLAC | $96 | — | $96 | 4.96% |
| JANE W BARNHILL3 Filed as: JANE M POTTEBAUM | 19258 HAWTHORNE AVENUE CARROLL, IA 51401 | AFLAC | $45 | — | $45 | 2.33% |
| SCOTT R FRITCHER3 | 212 NW SUNSET LN GRIMES, IA 50111 | AFLAC | $32 | — | $32 | 1.65% |
| JAMES F CHRISTENSEN3 | 1200 14TH AVE W SPENCER, IA 51301 | AFLAC | $21 | — | $21 | 1.09% |
| AMY HANSEN & ASSOCIATES, INC.3 | PO BOX 406 SPENCER, IA 51301 | AFLAC | $15 | — | $15 | 0.78% |
| MATTHEW D BUTLER3 | 123 CENTER PARK DR STE 102 KNOXVILLE, TN 37922 | AFLAC | $11 | — | $11 | 0.57% |
| REBEKAH N CHRIST3 | 1123 LAKE AVENUE STORM LAKE, IA 50588 | AFLAC | $9 | — | $9 | 0.47% |
| CHARLOTTE A THORSON3 | 1501 ROOSEVELT DRIVE ATLANTIC, IA 50022 | AFLAC | $6 | — | $6 | 0.31% |
| WILLIAM CLAY ARNOLD3 | 102 HOLLY COURT NATCHEZ, MS 39120 | AFLAC | $3 | — | $3 | 0.16% |
| BARRY CAMPBELL3 | 2798 COUNTY ROAD 80 ALGER, OH 45812 | AFLAC | $3 | — | $3 | 0.16% |
| LEO F. FONDROY3 Filed as: LEO F FONDROY | PO BOX 384 CHEROKEE, IA 51012 | AFLAC | $2 | — | $2 | 0.10% |
| HEATHER D SWANSON3 | 115 SE BAYTREE DR WAUKEE, IA 50263 | AFLAC | $2 | — | $2 | 0.10% |
| TYONIA N EGGERS | 102 BASS ST STORM LAKE, IA 50588 | AFLAC | $1 | — | $1 | 0.05% |
| TAMMY ZEMLER3 | PO BOX 473 SPIRIT LAKE, IA 51360 | AFLAC | $1 | — | $1 | 0.05% |
| JAMES A SMAARDYK3 | 3972 HOLLIS AVE PORT CHARLOTTE, FL 33953 | AFLAC | $1 | — | $1 | 0.05% |
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 | 131 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 131 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | GRAVIE ADMINISTRATIVE SERVICES, LLC | 88 | $690K |
| Dental | DELTA DENTAL OF IOWA | 101 | $43K |
| Vision | FIDELITY SECURITY LIFE INSURANCE COMPANY | 131 | $17K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 130 | $97K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 130 | $97K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 130 | $97K |
| Other | AFLAC | 1 | $2K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 131 | — |
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.