| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BUKATY COMPANIES3 | 4601 COLLEGE BLVD SUITE 100 LEAWOOD, KS 66211 | BLUE CROSS BLUE SHIELD OF KANSAS CITY | $33K | $7K | $40K | 4.04% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF MISSOURI LLC | 4435 MAIN ST FL 4 KANSAS CITY, MO 64111 | BLUE CROSS BLUE SHIELD OF KANSAS CITY | $16K | $2K | $18K | 1.85% |
| BUKATY COMPANIES3 Filed as: BUKATY COMPANIES INC. | 4601 COLLEGE BLVD SUITE 100 LEAWOOD, KS 66211 | PRINCIPAL LIFE INSURANCE COMPANY | $8K | $5K | $13K | 11.18% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF MISSOURI LLC | 4435 MAIN ST FL 4 KANSAS CITY, MO 64111 | PRINCIPAL LIFE INSURANCE COMPANY | $6K | — | $6K | 4.90% |
| BLUE CROSS BLUE SHIELD OF FLORIDA3 Filed as: BLUE CROSS BLUE SHIELD OF KC | BRIAN FALLEIN 2301 MAIN ST KANSAS CITY, MO 64108 | PRINCIPAL LIFE INSURANCE COMPANY | $0 | $5K | $5K | 4.45% |
| TECHSOURCE INC3 Filed as: TECHSOURCE, INC. | 14548 SHERWOOD ST LEAWOOD, KS 66224 | PRINCIPAL LIFE INSURANCE COMPANY | $0 | $2K | $2K | 1.33% |
| BUKATY COMPANIES3 | 4601 COLLEGE BLVD SUITE 100 LEAWOOD, KS 66211 | BLUE CROSS BLUE SHIELD OF KANSAS CITY | $4K | $560 | $4K | 3.80% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF MISSOURI LLC | 4435 MAIN ST FL 4 KANSAS CITY, MO 64111 | BLUE CROSS BLUE SHIELD OF KANSAS CITY | $2K | $198 | $2K | 1.91% |
| BUKATY COMPANIES3 | 4601 COLLEGE BLVD LEAWOOD, KS 66211 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2K | — | $2K | 7.60% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF MISSOURI | 4435 MAIN ST FL 4 KANSAS CITY, MO 64111 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $707 | — | $707 | 3.40% |
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 | 118 | 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) | 119 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | BLUE CROSS BLUE SHIELD OF KANSAS CITY | 82 | $1.1M |
| Dental | PRINCIPAL LIFE INSURANCE COMPANY | 113 | $117K |
| Vision | PRINCIPAL LIFE INSURANCE COMPANY | 113 | $117K |
| Life insurance | PRINCIPAL LIFE INSURANCE COMPANY | 113 | $117K |
| Short-term disability | PRINCIPAL LIFE INSURANCE COMPANY | 113 | $117K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 118 | $21K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 118 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
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.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.