| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LEGACY BROKERS LLC3 Filed as: LEGACY BROKERS, LLC | 15301 WEST 87TH STREET LENEXA, KS 66219 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $10K | $0 | $10K | 13.10% |
| KANSAS BENEFIT COUNSELORS LLC3 Filed as: KANSAS BENEFIT COUNSELORS, LLC | 5211 WEST 156TH STREET OVERLAND PARK, KS 66224 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $6K | $3K | $9K | 11.06% |
| SUSAN MARIE WEITKAMP3 | 5051 JOSHUA DRIVE WENTZVILLE, MO 63385 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $906 | $2K | 2.99% |
| MJ INSURANCE3 Filed as: PAOLA DEMUCHA AND VARIOUS AGENTS | 204 EAST PLATTIN STREET DESOTO, MO 63020 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $105 | $2K | 2.44% |
| VALERIE ROBERSTON3 | 4118 HIGHWAY BB BISMARCK, MO 63624 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $868 | $185 | $1K | 1.33% |
| DELANO CARTER ANTHONY3 | 11217 CERNECH COURT KANSAS CITY, KS 66109 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $0 | $1K | 1.29% |
| GARY M. UPAH3 | 5211 WEST 156TH STREET OVERLAND PARK, KS 66224 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $879 | $0 | $879 | 1.11% |
| LEGACY BROKERS LLC3 Filed as: LEGACY BROKERS, LLC | 15301 WEST 87TH STREET LENEXA, KS 66219 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $5K | $0 | $5K | 11.01% |
| KANSAS BENEFIT COUNSELORS LLC3 Filed as: KANSAS BENEFIT COUNSELORS, LLC | 5211 WEST 156TH STREET OVERLAND PARK, KS 66224 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $3K | $2K | $5K | 9.80% |
| SUSAN MARIE WEITKAMP3 | 5051 JOSHUA DRIVE WENTZVILLE, MO 63385 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $678 | $374 | $1K | 2.24% |
| VALERIE ROBERSTON3 Filed as: VALERIE ROBERSTON AND VARIOUS AGENT | 4118 HIGHWAY BB BISMARCK, MO 63624 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $493 | $63 | $556 | 1.18% |
| GARY M. UPAH3 | 5211 WEST 156TH STREET OVERLAND PARK, KS 66224 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $467 | $0 | $467 | 1.00% |
| TAX FREE BENEFIT SOLUTIONS LLC3 Filed as: TAX FREE BENEFIT SOLUTIONS, LLC | 8434 ACUFF LANE LENEXA, KS 66215 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $433 | $1 | $434 | 0.92% |
| RANDALL E CROWELL3 Filed as: RANDALL E. CROWELL | 12340 WEST 271ST STREET LOUISBURG, KS 66053 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $273 | $0 | $273 | 0.58% |
| KANSAS BENEFIT COUNSELORS LLC3 Filed as: KANSAS BENEFIT COUNSELORS, LLC | 5211 WEST 156TH STREET OVERLAND PARK, KS 66224 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $6K | $4K | $10K | 28.52% |
| LEGACY BROKERS LLC3 Filed as: LEGACY BROKERS, LLC | 15301 WEST 87TH STREET LENEXA, KS 66219 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $10K | $0 | $10K | 26.16% |
| SUSAN MARIE WEITKAMP3 | 5051 JOSHUA DRIVE WENTZVILLE, MO 63385 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $1K | $2K | 6.41% |
| GARY M. UPAH3 | 5211 WEST 156TH STREET OVERLAND PARK, KS 66224 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $0 | $2K | 5.76% |
| VALERIE ROBERSTON3 | 4118 HIGHWAY BB BISMARCK, MO 63624 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $969 | $206 | $1K | 3.20% |
| DELANO CARTER ANTHONY3 | 11217 CERNECH COURT KANSAS CITY, KS 66109 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $444 | $0 | $444 | 1.21% |
| MJ INSURANCE3 Filed as: JASON BRINK LLC AND VARIOUS AGENTS | 1931 LAKEHURST DRIVE SAINT LOUIS, MO 63146 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $193 | $83 | $276 | 0.75% |
| LEGACY BROKERS LLC3 Filed as: LEGACY BROKERS, LLC | 15301 WEST 87TH STREET PARKWAY SUITE 275 LENEXA, KS 66219 | HARTFORD LIFE AND ACCIDENT | $820 | $0 | $820 | 10.00% |
| LEGACY BROKERS LLC3 Filed as: LEGACY BROKERS, LLC | 15301 WEST 87TH STREET LENEXA, KS 66219 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $0 | $1K | 171.94% |
| KANSAS BENEFIT COUNSELORS LLC3 Filed as: KANSAS BENEFIT COUNSELORS, LLC | 5211 WEST 156TH STREET OVERLAND PARK, KS 66224 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $766 | $415 | $1K | 140.43% |
| SUSAN MARIE WEITKAMP3 | 5051 JOSHUA DRIVE WENTZVILLE, MO 63385 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $209 | $130 | $339 | 40.31% |
| MJ INSURANCE3 Filed as: DELANO ANTHONY AND VARIOUS AGENTS | 11217 CERNECH COURT KANSAS CITY, KS 66109 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $230 | $21 | $251 | 29.85% |
| VALERIE ROBERSTON3 | 4118 HIGHWAY BB BISMARCK, MO 63624 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $178 | $38 | $216 | 25.68% |
| TAX FREE BENEFIT SOLUTIONS LLC3 Filed as: TAX FREE BENEFIT SOLUTIONS, LLC | 8434 ACUFF LANE LENEXA, KS 66215 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $121 | $0 | $121 | 14.39% |
| MJ INSURANCE3 Filed as: PAOLA HAYDEE DEMUCHA | 204 EAST PLATTIN STREET DESOTO, MO 63020 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $117 | $0 | $117 | 13.91% |
| LEGACY BROKERS LLC3 Filed as: LEGACY BROKERS, LLC | 15301 WEST 87TH STREET LENEXA, KS 66219 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $199 | $0 | $199 | 44.12% |
| KANSAS BENEFIT COUNSELORS LLC3 Filed as: KANSAS BENEFIT COUNSELORS, LLC | 5211 WEST 156TH STREET OVERLAND PARK, KS 66224 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $96 | $64 | $160 | 35.48% |
| TAX FREE BENEFIT SOLUTIONS LLC3 Filed as: TAX FREE BENEFIT SOLUTIONS, LLC | 8434 ACUFF LANE LENEXA, KS 66215 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $123 | $0 | $123 | 27.27% |
| SUSAN MARIE WEITKAMP3 | 5051 JOSHUA DRIVE WENTZVILLE, MO 63385 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $33 | $25 | $58 | 12.86% |
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 | 112 | 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) | 112 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL | 257 | $120K |
| Vision | VISION SERVICE PLAN | 264 | $26K |
| Life insurance(6 contracts, 2 carriers) | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | 99 | $172K |
| Short-term disability | HARTFORD LIFE AND ACCIDENT | 99 | $8K |
| Other(6 contracts, 2 carriers) | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | 99 | $172K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 264 | — |
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.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.