| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCIATES, LLC | 2727 GRAND PRAIRIE PKWY WAUKEE, IA 50263 | DELTA DENTAL OF IOWA | $14K | $307 | $15K | 3.83% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCIATES, LLC | 7047 E GREENWAY PKWY STE 210 SCOTTSDALE, AZ 85254 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $44K | $0 | $44K | 15.00% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCIATES, LLC | 7047 E GREENWAY PKWY STE 210 SCOTTSDALE, AZ 85254 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $16K | $0 | $16K | 15.00% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCIATES, LLC | PO BOX 441 DES MOINES, IA 503020441 | VISION SERVICE PLAN | $9K | $33K | $42K | 46.00% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPY & ASSOCIATES, LLC | 7047 E GREENWAY PKWY STE 210 SCOTTSDALE, AZ 85254 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $8K | $0 | $8K | 10.89% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCIATES, LLC | 2727 GRAND PRAIRE PKWY WAUKEE, IA 50263 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $10K | $2K | $12K | 18.63% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCIATES, LLC | 2727 GRAND PRAIRIE PKWY WAUKEE, IA 50263 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $6K | $1K | $8K | 18.06% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCIATES, LLC | 7047 E GREENWAY PKWY STE 210 SCOTTSDALE, AZ 85254 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $0 | $2K | 10.00% |
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 | 785 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 785 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | WELLMARK, INC. | 662 | $6.3M |
| Dental | DELTA DENTAL OF IOWA | 681 | $382K |
| Vision | VISION SERVICE PLAN | 621 | $91K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 350 | $72K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 482 | $291K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 478 | $107K |
| Other(4 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 643 | $205K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 681 | — |
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.