| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HALLIER REED LLC3 Filed as: HALLIER REED, L.L.C. | 14435 METCALF, STE. 200 OVERLAND PARK, KS 66223 | BLUE CROSS BLUE SHIELD OF KANSAS CITY | $68K | $15K | $83K | 3.45% |
| HALLIER REED LLC3 Filed as: HALLIER REED, LLC | 1229 SWIFT AVENUE NORTH KANSAS CITY, MO 64116 | DELTA DENTAL OF MISSOURI | $9K | $901 | $10K | 5.45% |
| HALLIER REED LLC3 | 1229 SWIFT AVENUE NORTH KANSAS CITY, MO 64116 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $19K | $1K | $20K | 21.20% |
| HALLIER REED LLC3 | 1229 SWIFT AVENUE NORTH KANSAS CITY, MO 64116 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $8K | $733 | $9K | 17.71% |
| HALLIER REED LLC3 | 1229 SWIFT AVENUE NORTH KANSAS CITY, MO 64116 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $9K | $729 | $10K | 21.24% |
| MAGELLAN HEALTH SERVICES, INC.0 Filed as: MAGELLAN HEALTH SERVICES | 14100 MAGELLAN PLAZA MARYLAND HEIGHTS, MO 63043 | MAGELLAN BEHAVIORAL HEALTH | $0 | $1K | $1K | 5.76% |
| HALLIER REED LLC3 Filed as: HALLIER-REED LLC | 1229 SWIFT AVENUE NORTH KANSAS CITY, MO 64116 | UNION SECURITY INSURANCE COMPANY | $2K | $0 | $2K | 10.00% |
| HALLIER REED LLC3 Filed as: HALLIER-REED LLC | 1229 SWIFT AVENUE NORTH KANSAS CITY, MO 64116 | GUARDIAN | $2K | $0 | $2K | 10.00% |
| HALLIER REED LLC3 | 1229 SWIFT AVE NORTH KANSAS CITY, MO 641164011 | RELIANCE STANDARD INSURANCE | $175 | $11 | $186 | 20.95% |
| JOHN A. SCOTTI3 Filed as: JOHN SCOTTI | 100 STANWIX ST. PITTSBURG, PA 15222 | UNITED CONCORDIA LIFE AND HEALTH INSURANCE COMPANY | $114 | $0 | $114 | 13.06% |
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 | 223 | 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) | 223 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF KANSAS CITY | 623 | $2.4M |
| Dental(2 contracts, 2 carriers) | DELTA DENTAL OF MISSOURI | 615 | $190K |
| Vision(2 contracts, 2 carriers) | UNION SECURITY INSURANCE COMPANY | 210 | $32K |
| Life insurance(2 contracts) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 228 | $145K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 221 | $48K |
| Other(3 contracts, 3 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 480 | $122K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 623 | — |
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."
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.