| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BUKATY COMPANIES3 Filed as: BUKATY COMPANIES LLC | 4601 COLLEGE BOULEVARD, SUITE 100 LEAWOOD, KS 66211 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | — | $103K | $103K | 3.10% |
| TECHSOURCE INC3 | 4601 COLLEGE BOULEVARD, SUITE 100 LEAWOOD, KS 66211 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | — | $51K | $51K | 1.55% |
| LOCKTON COMPANIES, LLC3 | PO BOX 741738 ATLANTA, GA 30374 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | — | $36K | $36K | 1.09% |
| BUKATY COMPANIES3 Filed as: BUKATY COMPANIES INC | 4601 COLLEGE BOULEVARD, SUITE 100 LEAWOOD, KS 66211 | METROPOLITAN LIFE INSURANCE COMPANY | $32K | $4K | $36K | 11.72% |
| TECHSOURCE INC3 | 4601 COLLEGE BOULEVARD, SUITE 200 LEAWOOD, KS 66211 | METROPOLITAN LIFE INSURANCE COMPANY | $6K | $2K | $8K | 2.46% |
| LOCKTON COMPANIES, LLC3 | PO BOX 650823 DALLAS, TX 75265 | METROPOLITAN LIFE INSURANCE COMPANY | — | $129 | $129 | 0.04% |
| BUKATY COMPANIES3 Filed as: BUKATY COMPANIES INC | 4601 COLLEGE BOULEVARD, SUITE 100 LEAWOOD, KS 66211 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $31K | $17K | $49K | 16.28% |
| LOCKTON COMPANIES, LLC3 | 500 WEST MONROE STREET, SUITE 3400 CHICAGO, IL 60661 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $14K | — | $14K | 4.53% |
| BUKATY COMPANIES3 Filed as: BUKATY COMPANIES INC | 4601 COLLEGE BOULEVARD, SUITE 100 LEAWOOD, KS 66211 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $29K | $16K | $45K | 16.31% |
| LOCKTON COMPANIES, LLC3 | 500 WEST MONROE STREET, SUITE 3400 CHICAGO, IL 60661 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $12K | — | $12K | 4.50% |
| BUKATY COMPANIES3 Filed as: BUKATY COMPANIES INC | 4601 COLLEGE BOULEVARD, SUITE 100 LEAWOOD, KS 66211 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $20K | $12K | $31K | 18.37% |
| LOCKTON COMPANIES, LLC3 | 500 WEST MONROE STREET, SUITE 3400 CHICAGO, IL 60661 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $6K | — | $6K | 3.55% |
| BUKATY COMPANIES3 Filed as: BUKATY COMPANIES INC | 4601 COLLEGE BOULEVARD, SUITE 100 LEAWOOD, KS 66211 | METROPOLITAN LIFE INSURANCE COMPANY | $23K | $802 | $24K | 17.20% |
| TECHSOURCE INC3 | 4601 COLLEGE BOULEVARD, SUITE 200 LEAWOOD, KS 66211 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | $467 | $4K | 2.74% |
| LOCKTON COMPANIES, LLC3 | PO BOX 650823 DALLAS, TX 75265 | METROPOLITAN LIFE INSURANCE COMPANY | — | $1 | $1 | 0.00% |
| BUKATY COMPANIES3 Filed as: BUKATY COMPANIES INC | 4601 COLLEGE BOULEVARD, SUITE 100 LEAWOOD, KS 66211 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $9K | $5K | $15K | 16.59% |
| LOCKTON COMPANIES, LLC3 | 500 WEST MONROE STREET, SUITE 3400 CHICAGO, IL 60661 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | — | $4K | 4.38% |
| BUKATY COMPANIES3 Filed as: BUKATY COMPANIES INC | 4601 COLLEGE BOULEVARD, SUITE 100 LEAWOOD, KS 66211 | METROPOLITAN LIFE INSURANCE COMPANY | $12K | $544 | $13K | 34.77% |
| TECHSOURCE INC3 | 4601 COLLEGE BOULEVARD, SUITE 200 LEAWOOD, KS 66211 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $381 | $2K | 6.42% |
| LOCKTON COMPANIES, LLC3 | PO BOX 650823 DALLAS, TX 75265 | METROPOLITAN LIFE INSURANCE COMPANY | — | $129 | $129 | 0.35% |
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 | 647 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 648 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 651 | $3.3M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 909 | $310K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 909 | $310K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 647 | $260K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 647 | $300K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 647 | $276K |
| Prescription drug | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 651 | $3.3M |
| Other(4 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 647 | $436K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 909 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.