| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCS, LLC | 2727 GRAND PRAIRIE PARKWAY WAUKEE, IA 50263 | HARTFORD LIFE AND ACCIDENT | $16K | — | $16K | 17.00% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCSIATES LLC | ATTN OPERATING ACCOUNT PO BOX 441 DES MOINES, IA 50302 | HARTFORD LIFE AND ACCIDENT | — | $721 | $721 | 0.76% |
| BENEFIT ADVISORS SERVICES GROUP LLC3 Filed as: BENEFIT ADVISORS SERVICES GRP | ATTN MARTIN JOHNSON 1125 SANCTUARY PARKWAY SUITE 300 ALPHARETTA, GA 30009 | HARTFORD LIFE AND ACCIDENT | — | $121 | $121 | 0.13% |
| ROMARG CORP DBA SUMNERS INSURANCE A3 Filed as: ROMARG CORP DBA | SUMNERS INSURANCE AGENCY 114 NORTH MAIN CLARION, IA 50525 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $1K | — | $1K | 4.29% |
| DANE PAPE3 | 115 EAST PLATT STREET MAQUOKETA, IA 52060 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $927 | — | $927 | 3.93% |
| COLE PAPE3 Filed as: COLE M PAPE | 115 EAST PLATT STREET MAQUOKETA, IA 52060 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $802 | — | $802 | 3.40% |
| RHONDA S PAPE3 | 115 EAST PLATT STREET MAQUOKETA, IA 52060 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $799 | — | $799 | 3.39% |
| ALAN PAPE3 | 115 EAST PLATT STREET MAQUOKETA, IA 52060 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $388 | — | $388 | 1.64% |
| RHONDA S PAPE3 Filed as: RHONDA PAPE | 115 EAST PLATT STREET MAQUOKETA, IA 52060 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $128 | — | $128 | 0.54% |
| BJ SPYKSMA3 | 14321 DELWOOD DRIVE URBANDALE, IA 50325 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $53 | — | $53 | 0.22% |
| ROGER HARDIN3 | 578 237TH AVENUE DELMAR, IA 52037 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $51 | — | $51 | 0.22% |
| JESSE A WING3 | 115 EAST PLATT STREET MAQUOKETA, IA 52060 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $49 | — | $49 | 0.21% |
| SAMUEL PAPE3 Filed as: SAMUEL M PAPE | 115 EAST PLATT STREET MAQUOKETA, IA 52060 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $33 | — | $33 | 0.14% |
| RHONDA S PAPE3 | 115 EAST PLATT STREET MAQUOKETA, IA 52060 | TRANSAMERICA | $321 | — | $321 | 1.56% |
| DANE PAPE3 Filed as: DANE A PAPE | 115 EAST PLATT STREET MAQUOKETA, IA 52060 | TRANSAMERICA | $267 | — | $267 | 1.30% |
| ROMARG CORP DBA SUMNERS INSURANCE A3 Filed as: ROMARG CORP DBA | WSUMNERS INSURANCE AGENC PO BOX 188 CLARION, IA 50525 | TRANSAMERICA | $233 | — | $233 | 1.13% |
| COLE PAPE3 | 115 EAST PLATT STREET MAQUOKETA, IA 52060 | TRANSAMERICA | $197 | — | $197 | 0.96% |
| ALAN PAPE3 Filed as: ALAN M PAPE | 115 EAST PLATT STREET MAQUOKETA, IA 52060 | TRANSAMERICA | $2 | — | $2 | 0.01% |
| KORY K ELLERBECK3 | 8610 EP TRUE PARKWAY UNIT 13009 WEST DES MOINES, IA 50266 | AFLAC | $33 | — | $33 | 2.07% |
| MICHAEL N MALLBERG3 | 1102 CASSIDY CURV ADEL, IA 50003 | AFLAC | $28 | — | $28 | 1.75% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOC INC | 2727 GRAND PRAIRIE PARKWAY WAUKEE, IA 50263 | AFLAC | $27 | — | $27 | 1.69% |
| VIRGINIA A HOVICK3 | 2214 SOUTHWEST 43RD TERRACE CAPE CORAL, FL 33914 | AFLAC | $26 | — | $26 | 1.63% |
| RONALD L HOVICK3 | 2214 SOUTHWEST 43RD TERRACE CAPE CORAL, FL 33914 | AFLAC | $15 | — | $15 | 0.94% |
| EDWARD C BIEHN3 | 1534 HANCOCK DRIVE BOONE, IA 50036 | AFLAC | $8 | — | $8 | 0.50% |
| THE SHARON MILLER AGENCY LLC3 | PO BOX 15 BELMOND, IA 50421 | AFLAC | $8 | — | $8 | 0.50% |
| JOSEPH P CALARCO3 Filed as: JOSEPH EVANS | 764 80TH STREET WEST DES MOINES, IA 50265 | AFLAC | $7 | — | $7 | 0.44% |
| SCOTT R FRITCHER3 | 3511 131ST STREET URBANDALE, IA 50323 | AFLAC | $6 | — | $6 | 0.38% |
| DON ARMSTRONG3 | 12834 WEST CASTLEBER DRIVE SUN CITY WEST, AZ 85375 | AFLAC | $5 | — | $5 | 0.31% |
| RICHARD R KIMBROUGH3 | 1972 MUIRFIELD WAY SOUTHEAST PALM BAY, FL 32909 | AFLAC | $5 | — | $5 | 0.31% |
| GARY P GLANZER3 | 4400 EP TRUE PARKWAY UNIT 62 WEST DES MOINES, IA 50265 | AFLAC | $4 | — | $4 | 0.25% |
| THE TODD GROUP3 | 100 EAST 2ND STREET UNIT 205 CEDAR FALLS, IA 50613 | AFLAC | $3 | — | $3 | 0.19% |
| MATTHEW D BUTLER3 | 123 CENTER PARK DRIVE SUITE 102 KNOXVILLE, TN 37922 | AFLAC | $2 | — | $2 | 0.13% |
| KIM I THROCKMORTON3 | 309 NORTH 33RD STREET UNIT C NORTHFOLK, NE 68701 | AFLAC | $2 | — | $2 | 0.13% |
| JOELLEN K KORLESKI3 | 4670 NORTH SHORE DRIVE CLEAR LAKE, IA 50428 | AFLAC | $1 | — | $1 | 0.06% |
| MICHAEL D SCHULTZ3 | 1126 25TH AVE NORTHWEST FARIBAULT, MN 55021 | AFLAC | $1 | — | $1 | 0.06% |
| KIM I THROCKMORTON3 | 211 SOUTH 8TH STREET BATTLE CREEK, NE 68715 | AFLAC | $1 | — | $1 | 0.06% |
| THE TODD GROUP3 | 602 MAIN STREET SUITE 200 CEDAR FALLS, IA 50613 | AFLAC | $1 | — | $1 | 0.06% |
| MARK L DUNN3 | 2734 NORTH RETIREMENT LANE APARTMENT C BOISE, ID 83704 | AFLAC | $1 | — | $1 | 0.06% |
| STACEY LYN CASTELLANETA3 Filed as: STACEY SCHROCK | 3616 UNIVERSITY AVENUE APARTMENT 4 DES MOINES, IA 50311 | AFLAC | $1 | — | $1 | 0.06% |
| HEATHER D SWANSON3 | 4517 49TH PLACE DES MOINES, IA 50310 | AFLAC | $0 | — | $0 | 0.00% |
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 | 284 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 284 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | HARTFORD LIFE AND ACCIDENT | 293 | $95K |
| Long-term disability | HARTFORD LIFE AND ACCIDENT | 293 | $95K |
| Stop-loss / reinsurancereinsurance | TOKIO MARINE | 265 | $320K |
| Other(5 contracts, 5 carriers) | HARTFORD LIFE AND ACCIDENT | 293 | $147K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 293 | — |
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.