| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCIATES, LLC | 2727 GRAND PRAIRIE PARKWAY WAUKEE, IA 50263 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $8K | $5K | $12K | 16.19% |
| RHONDA S PAPE3 | 115 EAST PLATT STREET MAQUOKETA, IA 52060 | TRANSAMERICA | $350 | — | $350 | 1.86% |
| DANA A. PAPE3 Filed as: DANA A PAPE | 115 EAST PLATT STREET MAQUOKETA, IA 52060 | TRANSAMERICA | $276 | — | $276 | 1.47% |
| ROMARG CORP DBA SUMNERS INSURANCE A3 | PO BOX 188 CLARION, IA 50525 | TRANSAMERICA | $249 | — | $249 | 1.33% |
| COLE PAPE3 | 115 EAST PLATT STREET MAQUOKETA, IA 52060 | TRANSAMERICA | $208 | — | $208 | 1.11% |
| ALAN PAPE3 Filed as: ALAN M PAPE | 115 EAST PLATT STREET MAQUOKETA, IA 52060 | TRANSAMERICA | $2 | — | $2 | 0.01% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCIATES, LLC | 2727 GRAND PRAIRIE PARKWAY WAUKEE, IA 50263 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $1K | $3K | 16.11% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCSIATES LLC | 2727 GRAND PRAIRIE PARKWAY WAUKEE, IA 50263 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $743 | $3K | 20.87% |
| PAPE ALAN3 Filed as: PAPE RHONDA S | 115 EAST PLATT STREET MAQUOKETA, IA 52060 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $156 | — | $156 | 1.37% |
| PAPE ALAN3 Filed as: PAPE COLE M | 115 EAST PLATT STREET MAQUOKETA, IA 52060 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $137 | — | $137 | 1.20% |
| PAPE DANE3 | 115 EAST PLATT STREET MAQUOKETA, IA 52060 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $135 | — | $135 | 1.18% |
| ROMARG CORP DBA SUMNERS INSURANCE A3 | 114 NORTH MAIN CLARION, IA 50525 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $131 | — | $131 | 1.15% |
| PAPE ALAN3 | 115 EAST PLATT STREET MAQUOKETA, IA 52060 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $89 | — | $89 | 0.78% |
| ROMARG CORP DBA SUMNERS INSURANCE A3 | 114 NORTH MAIN CLARION, IA 50525 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $89 | — | $89 | 0.78% |
| PAPE ALAN3 Filed as: PAPE COLE M | 115 EAST PLATT STREET MAQUOKETA, IA 52060 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $60 | — | $60 | 0.53% |
| PAPE ALAN3 | 115 EAST PLATT STREET MAQUOKETA, IA 52060 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $56 | — | $56 | 0.49% |
| ROMARG CORP DBA SUMNERS INSURANCE A3 | 114 NORTH MAIN CLARION, IA 50525 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $48 | — | $48 | 0.42% |
| ROMARG CORP DBA SUMNERS INSURANCE A3 Filed as: ROMARG CORP | PO BOX 188 CLARION, IA 50525 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $45 | — | $45 | 0.39% |
| PAPE DANE3 | 115 EAST PLATT STREET MAQUOKETA, IA 52060 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $45 | — | $45 | 0.39% |
| PAPE ALAN3 Filed as: PAPE COLE M | 115 EAST PLATT STREET MAQUOKETA, IA 52060 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $36 | — | $36 | 0.32% |
| PAPE DANE3 | 115 EAST PLATT STREET MAQUOKETA, IA 52060 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $36 | — | $36 | 0.32% |
| PAPE ALAN3 Filed as: PAPE RHONDA S | 115 EAST PLATT STREET MAQUOKETA, IA 52060 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $30 | — | $30 | 0.26% |
| PAPE ALAN6 Filed as: PAPE RHONDA | 115 EAST PLATT STREET MAQUOKETA, IA 52060 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $22 | — | $22 | 0.19% |
| ROMARG CORP DBA SUMNERS INSURANCE A3 Filed as: ROMARG CORP | PO BOX 188 CLARION, IA 50525 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $21 | — | $21 | 0.18% |
| WING JESSE A3 | 115 EAST PLATT STREET MAQUOKETA, IA 52060 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $18 | — | $18 | 0.16% |
| PAPE ALAN3 Filed as: PAPE RHONDA | 115 EAST PLATT STREET MAQUOKETA, IA 52060 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $16 | — | $16 | 0.14% |
| HARDIN ROGER3 | 578 237TH AVENUE DELMAR, IA 52037 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $15 | — | $15 | 0.13% |
| PAPE DANE3 | 115 EAST PLATT MAQUOKETA, IA 52060 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $12 | — | $12 | 0.11% |
| WING JESSE A3 | 115 EAST PLATT MAQUOKETA, IA 52060 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $10 | — | $10 | 0.09% |
| PAPE ALAN3 Filed as: PAPE RHONDA | 115 EAST PLATT STREET MAQUOKETA, IA 52060 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $10 | — | $10 | 0.09% |
| PAPE DANE3 Filed as: PAPE SAMUEL M | 115 EAST PLATT STREET MAQUOKETA, IA 52060 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $9 | — | $9 | 0.08% |
| HARDIN ROGER3 | 578 237TH AVENUE DELMAR, IA 52037 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $5 | — | $5 | 0.04% |
| PAPE DANE3 Filed as: PAPE SAMUEL M | 115 EAST PLATT STREET MAQUOKETA, IA 52060 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $4 | — | $4 | 0.04% |
| PAPE ALAN3 | 115 EAST PLATT STREET MAQUOKETA, IA 52060 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $4 | — | $4 | 0.04% |
| KORY K ELLERBECK3 | 8610 EP TRUE PARKWAY UNIT 13009 WEST DES MOINES, IA 50266 | AFLAC | $27 | — | $27 | 3.57% |
| JANICE MALLBERG3 | 1102 CASSIDY CURV ADEL, IA 50003 | AFLAC | $24 | — | $24 | 3.17% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOC INC | 2727 GRAND PRAIRIE PARKWAY WAUKEE, IA 50263 | AFLAC | $19 | — | $19 | 2.51% |
| EDWARD C BIEHN3 Filed as: EDWARD BIEHN | 1534 HANCOCK DRIVE BOONE, IA 50036 | AFLAC | $7 | — | $7 | 0.92% |
| JOSEPH P CALARCO3 Filed as: JOSEPH EVANS | 13848 ROSEWOOD DRIVE CLIVE, IA 50325 | AFLAC | $7 | — | $7 | 0.92% |
| SCOTT R FRITCHER3 Filed as: SCOTT FRITCHER | 212 NORTHWEST SUNSET LANE GRIMES, IA 50111 | AFLAC | $5 | — | $5 | 0.66% |
| KIM I THROCKMORTON3 Filed as: KIM THROCKMORTON | 9505 CHAD COLLEY BOULEVARD APARTMENT 2215 FORT SMITH, AZ 72916 | AFLAC | $3 | — | $3 | 0.40% |
| DONNA ARMSTRONG3 | 3559 29TH AVENUE COLUMBUS, NE 68601 | AFLAC | $3 | — | $3 | 0.40% |
| DIANNE GLANZER3 | 4400 EP TRUE PARKWAY UNIT 62 WEST DES MOINES, IA 50265 | AFLAC | $2 | — | $2 | 0.26% |
| RICHARD R KIMBROUGH3 | 9505 CHAD COLLEY BOULEVARD UNIT 3804 FORT SMITH, AR 72916 | AFLAC | $2 | — | $2 | 0.26% |
| MATTHEW D BUTLER3 Filed as: MATTHEW BUTLER | 123 CENTER PARK DRIVE SUITE 102 KNOXVILLE, TN 37922 | AFLAC | $1 | — | $1 | 0.13% |
| STACEY LYN CASTELLANETA3 Filed as: STACEY SCHROCK | 3616 UNIVERSITY AVENUE APARTMENT 4 DES MOINES, IA 50311 | AFLAC | $0 | — | $0 | 0.00% |
| BERNARD BRAZEAU3 | 6705 GRIMES STREET INDIANOLA, IA 50125 | AFLAC | $0 | — | $0 | 0.00% |
| JACQUELYN KIMBROUGH3 | PO BOX 568 CARLISLE, IA 50047 | AFLAC | $0 | — | $0 | 0.00% |
| HEATHER D SWANSON3 Filed as: HEATHER SWANSON | 115 SOUTHEAST BAYTREE DRIVE WAUKEE, IA 50263 | AFLAC | $0 | — | $0 | 0.00% |
| MARK DUNN3 | 2734 NORTH RETIREMENT LANE APARTMENT C BOISE, ID 83701 | 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 | 290 | 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) | 290 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 283 | $17K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 122 | $13K |
| Stop-loss / reinsurancereinsurance | TOKIO MARINE | 258 | $301K |
| Other(6 contracts, 5 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 285 | $131K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 285 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.