| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| NORTH RISK PARTNERS LLC3 | 2048 SUPERIOR DRIVE NORTHWEST ROCHESTER, MN 55901 | DELTA DENTAL OF IOWA | $454 | — | $454 | 3.50% |
| MATTHEW STEVEN REDNOUR3 | — | ASSURITY LIFE INSURANCE COMPANY | $1K | — | $1K | 19.71% |
| GARY WOOD ASSOCIATES, INC.3 Filed as: GARY WARE AND ASSOCIATES, INC | — | ASSURITY LIFE INSURANCE COMPANY | $665 | — | $665 | 11.05% |
| BRADDEN PORBST3 Filed as: BRADDEN JOHN PROBS | — | ASSURITY LIFE INSURANCE COMPANY | $238 | — | $238 | 3.96% |
| NORTH RISK PARTNERS LLC3 | — | ASSURITY LIFE INSURANCE COMPANY | $203 | — | $203 | 3.37% |
| MICHAEL PETERS & ASSOCIATES, INC.3 | — | ASSURITY LIFE INSURANCE COMPANY | $11 | — | $11 | 0.18% |
| NORTH RISK PARTNERS LLC3 | 2048 SUPERIOR DRIVE NORTHWEST SUITE 100 ROCHESTER, MN 59901 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $421 | — | $421 | 11.04% |
| NORTH RISK PARTNERS LLC3 | 2048 SUPERIOR DRIVE NORTHWEST SUITE 100 ROCHESTER, MN 59901 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $434 | — | $434 | 15.05% |
| NORTH RISK PARTNERS LLC3 | 2048 SUPERIOR DRIVE NORTHWEST SUITE 100 ROCHESTER, MN 59901 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $144 | — | $144 | 15.05% |
| NORTH RISK PARTNERS LLC3 | 2048 SUPERIOR DRIVE NORTHWEST SUITE 100 ROCHESTER, MN 59901 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $43 | — | $43 | 11.00% |
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 | 85 | 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) | 85 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | WELLMARK HEALTH PLAN OF IOWA | 54 | $181K |
| Dental | DELTA DENTAL OF IOWA | 61 | $13K |
| Life insurance | RELIANCE STANDARD LIFE INSURANCE COMPANY | 99 | $391 |
| Short-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 99 | $4K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 99 | $3K |
| Other(3 contracts, 2 carriers) | ASSURITY LIFE INSURANCE COMPANY | 99 | $7K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 99 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.