| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CLJM LLC DBA HUNTLEIGH MCGEHEE3 | 8235 FORSYTH BOULEVARD SUITE 1200 SAINT LOUIS, MO 63105 | DELTA DENTAL OF MISSOURI | $3K | $24 | $3K | 8.25% |
| CLJM LLC DBA HUNTLEIGH MCGEHEE3 Filed as: CLJM LLC DBA HUNTLEIGHT MC GEHEE | 2925 EAST BATTLEFIELD STREET SUITE 120 SPRINGFIELD, MO 65804 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $5K | — | $5K | 15.00% |
| CLJM LLC DBA HUNTLEIGH MCGEHEE3 Filed as: CLJM LLC DBA HUNTLEIGH MC GEHEE | 2925 EAST BATTLEFIELD STREET SUITE 120 SPRINGFIELD, MO 65804 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | — | $3K | 15.00% |
| CLJM LLC DBA HUNTLEIGH MCGEHEE3 Filed as: CLJM LLC DBA HUNTLEIGH MC GEHEE | 2925 EAST BATTLEFIELD STREET SUITE 120 SPRINGFIELD, MO 65804 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | — | $2K | 15.00% |
| CLJM LLC DBA HUNTLEIGH MCGEHEE3 Filed as: CLJM, LLC DBA HUNTLEIGH MCGEHEE | 8235 FORSYTH BOULEVARD SUITE 1200 SAINT LOUIS, MO 63105 | ADVANTICA REINSURANCE COMPANY | $1K | — | $1K | 10.00% |
| CLJM LLC DBA HUNTLEIGH MCGEHEE3 | 2925 EAST BATTLEFIELD STREET SUITE 120 SPRINGFIELD, MO 65804 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $744 | — | $744 | 15.00% |
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 | 145 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 1 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 147 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL OF MISSOURI | 217 | $38K |
| Vision | ADVANTICA REINSURANCE COMPANY | 144 | $11K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 144 | $23K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 65 | $31K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 58 | $16K |
| Stop-loss / reinsurancereinsurance | HEALTHSCOPE BENEFITS, INC. | 142 | $278K |
| Other(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 144 | $23K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 217 | — |
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."
No prospect flags tripped on this filing.