| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| OLLIS AND COMPANY3 Filed as: OLLIS AND COMPANY INC | 2274 EAST SUNSHINE STREET SPRINGFIELD, MO 65804 | HEALTH ALLIANCE LIFE INSURANCE COMPANY | $76K | — | $76K | 2.33% |
| OLLIS AND COMPANY3 | — | HEALTHY ALLIANCE LIFE INSURANCE COMPANY | $28K | — | $28K | 15.00% |
| OLLIS AND COMPANY3 | P O BOX 10346 SPRINGFIELD, MO 65808 | ANTHEM LIFE INSURANCE COMAPNY | $3K | — | $3K | 12.67% |
| OLLIS AND COMPANY3 | 2274 EAST SUNSHINE ST SPRINGFIELD, MO 65804 | ANTHEM LIFE INSURANCE COMAPNY | $25 | — | $25 | 0.10% |
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 | 595 | 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) | 595 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | HEALTH ALLIANCE LIFE INSURANCE COMPANY | 569 | $3.3M |
| Dental | HEALTHY ALLIANCE LIFE INSURANCE COMPANY | 699 | $187K |
| Vision | HEALTH ALLIANCE LIFE INSURANCE COMPANY | 569 | $3.3M |
| Life insurance | ANTHEM LIFE INSURANCE COMAPNY | 123 | $25K |
| Other | ANTHEM LIFE INSURANCE COMAPNY | 123 | $25K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 699 | — |
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.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.