| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LEGACY BROKERS LLC3 | 15301 WEST 87TH PARKWAY, SUITE 275 LENEXA, KS 66219 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $14K | $0 | $14K | 19.08% |
| KANSAS BENEFIT COUNSELORS LLC3 | 5211 WEST 156TH STREET OVERLAND PARK, KS 66224 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $8K | $5K | $13K | 17.77% |
| SUSAN MARIE WEITKAMP3 | 5051 JOSHUA DRIVE WENTZVILLE, MO 63385 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $1K | $3K | 4.14% |
| MJ INSURANCE3 Filed as: DELANO ANTHONY AND VARIOUS AGENTS | 11217 CERNECH COURT KANSAS CITY, KS 66109 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $49 | $2K | 3.10% |
| RANDALL E CROWELL3 Filed as: RANDALL CROWELL | 12340 WEST 271ST STREET LOUISBURG, KS 66053 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $592 | $2K | 2.75% |
| GARY M. UPAH3 | 5211 WEST 156TH STREET OVERLAND PARK, KS 66224 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $0 | $1K | 2.01% |
| KRISTY L KRUMME-PEREZ3 Filed as: KRISTY L. KRUMME-PEREZ | 69403 SOUTH 328 ROAD WAGONER, OK 74467 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $0 | $1K | 1.77% |
| LEGACY BROKERS LLC3 | 15301 WEST 87TH PARKWAY, SUITE 275 LENEXA, KS 66219 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $9K | $0 | $9K | 16.74% |
| KANSAS BENEFIT COUNSELORS LLC3 | 5211 WEST 156TH STREET OVERLAND PARK, KS 66224 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $4K | $2K | $7K | 12.82% |
| RANDALL E CROWELL3 Filed as: RANDALL CROWELL | 12340 WEST 271ST STREET LOUISBURG, KS 66053 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $594 | $2K | 3.85% |
| SUSAN MARIE WEITKAMP3 | 5051 JOSHUA DRIVE WENTZVILLE, MO 63385 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $749 | $2K | 3.52% |
| TAX FREE BENEFIT SOLUTIONS LLC3 Filed as: TAX FREE BENEFIT SOLUTIONS | 8434 ACUFF LANE LENEXA, KS 66215 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $73 | $1K | 2.77% |
| KRISTY L KRUMME-PEREZ3 Filed as: KRISTY L. KRUMME-PEREZ | 69403 SOUTH 328 ROAD WAGONER, OK 74467 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $0 | $1K | 2.57% |
| GARY M. UPAH3 | 5211 WEST 156TH STREET OVERLAND PARK, KS 66224 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $744 | $0 | $744 | 1.45% |
| LEGACY BROKERS LLC3 | 15301 WEST 87TH PARKWAY, SUITE 275 LENEXA, KS 66219 | HARTFORD LIFE AND ACCIDENT | $1K | $0 | $1K | 10.00% |
| LEGACY BROKERS LLC3 | 15301 WEST 87TH PARKWAY, SUITE 275 LENEXA, KS 66219 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $0 | $2K | 19.66% |
| KANSAS BENEFIT COUNSELORS LLC3 | 5211 WEST 156TH STREET OVERLAND PARK, KS 66224 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $636 | $2K | 19.51% |
| SUSAN MARIE WEITKAMP3 | 5051 JOSHUA DRIVE WENTZVILLE, MO 63385 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $231 | $163 | $394 | 4.55% |
| KRISTY L KRUMME-PEREZ3 Filed as: KRISTY L. KRUMME-PEREZ | 69403 SOUTH 328 ROAD WAGONER, OK 74467 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $263 | $0 | $263 | 3.03% |
| DELANO CARTER ANTHONY3 | 11217 CERNECH COURT KANSAS CITY, KS 66109 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $188 | $0 | $188 | 2.17% |
| MJ INSURANCE3 Filed as: RANDALL CROWELL AND VARIOUS AGENTS | 12340 WEST 271ST STREET LOUISBURG, KS 66053 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $141 | $42 | $183 | 2.11% |
| GARY M. UPAH3 | 5211 WEST 156TH STREET OVERLAND PARK, KS 66224 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $175 | $0 | $175 | 2.02% |
| LEGACY BROKERS LLC3 | 15301 WEST 87TH PARKWAY, SUITE 275 LENEXA, KS 66219 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $63 | $0 | $63 | 10.47% |
| KANSAS BENEFIT COUNSELORS LLC3 | 5211 WEST 156TH STREET OVERLAND PARK, KS 66224 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $40 | $11 | $51 | 8.47% |
| DELANO CARTER ANTHONY3 | 11217 CERNECH COURT KANSAS CITY, KS 66109 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $29 | $0 | $29 | 4.82% |
| SUSAN MARIE WEITKAMP3 | 5051 JOSHUA DRIVE WENTZVILLE, MO 63385 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $6 | $4 | $10 | 1.66% |
| TAX FREE BENEFIT SOLUTIONS LLC3 Filed as: TAX FREE BENEFIT SOLUTIONS | 8434 ACUFF LANE LENEXA, KS 66215 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.17% |
| RANDALL E CROWELL3 Filed as: RANDALL CROWELL | 12340 WEST 271ST STREET LOUISBURG, KS 66053 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.17% |
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 | 114 | 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) | 114 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL | 265 | $106K |
| Vision | VISION SERVICE PLAN | 269 | $28K |
| Life insurance(5 contracts, 2 carriers) | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | 115 | $145K |
| Short-term disability | HARTFORD LIFE AND ACCIDENT | 99 | $13K |
| Other(5 contracts, 2 carriers) | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | 115 | $145K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 269 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.