| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY AND ASSOCIATES LLC | 2727 GRAND PRAIRIE PARKWAY WAUKEE, IA 50263 | WELLMARK HEALTH PLAN OF IOWA | $18K | — | $18K | 2.92% |
| BENEFIT SOURCE INC3 Filed as: BENEFIT SOURCE INC. | 4000 WESTOWN PARKWAY #110 WEST DES MOINES, IA 50266 | WELLMARK HEALTH PLAN OF IOWA | -$35 | — | -$35 | -0.01% |
| HOLMES MURPHY & ASSOCIATES2 | 2727 GRAND PRAIRIE PARKWAY WAUKEE, IA 50263 | DELTA DENTAL OF IOWA | $4K | $67 | $4K | 5.48% |
| BENEFIT SOURCE INC3 Filed as: BENEFIT SOURCE, INC. | 4000 WESTOWN PARKWAY SUITE 110 WEST DES MOINES, IA 50266 | DELTA DENTAL OF IOWA | — | $262 | $262 | 0.35% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY AND ASSOCIATES INC | 2727 GRAND PRAIRIE PARKWAY WAUKEE, IA 50263 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $409 | $3K | 11.61% |
| SELECT NETWORKS3 | 6165 NORTHWEST 86TH STREET SUITE 108 JOHNSTON, IA 50131 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $2K | — | $2K | 11.00% |
| HOLMES MURPHY & ASSOCIATES3 | 3333 LEE PARKWAY SUITE 900 DALLAS, TX 75219 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $2K | — | $2K | 10.00% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY AND ASSOCIATES INC | 2727 GRAND PRAIRIE PARKWAY WAUKEE, IA 50263 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $217 | $2K | 16.74% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY AND ASSOCIATES INC | 2727 GRAND PRAIRIE PARKWAY WAUKEE, IA 50263 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $199 | $2K | 16.62% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY AND ASSOCIATES INC | 2727 GRAND PRAIRIE PARKWAY WAUKEE, IA 50263 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $301 | $48 | $349 | 11.58% |
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 | 174 | 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) | 174 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | WELLMARK HEALTH PLAN OF IOWA | 79 | $633K |
| Dental | DELTA DENTAL OF IOWA | 136 | $75K |
| Vision | FIDELITY SECURITY LIFE INSURANCE COMPANY | 109 | $21K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 173 | $15K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 173 | $25K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 173 | $12K |
| Other(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 173 | $15K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 173 | — |
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.