| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| JDS BENEFITS, LLC3 Filed as: JDS BENEEFITS, LLC | 2150 S. CENTRAL EXPRESSWAY SUITE 280 MCKINNEY, TX 75070 | PRINCIPAL LIFE INSURANCE COMPANY | $5K | — | $5K | 9.84% |
| DENNIS M COPLAND3 Filed as: DENNIS COPLAND | 9330 LBJ FREEWAY SUITE 1125 DALLAS, TX 75242 | AFLAC | $775 | $64 | $839 | 4.51% |
| AARON C EVERLY3 Filed as: AARON EVERLY | 1123 WILKES BOULEVARD SUITE 330 COLUMBIA, MO 65201 | AFLAC | $317 | — | $317 | 1.70% |
| KERI NORTON3 | 12472 FM 2728 TERRELL, TX 75161 | AFLAC | $245 | — | $245 | 1.32% |
| NANCY E ODOM3 Filed as: NANCY ODOM | 5921 STONE MEADOW DRIVE PLANO, TX 75093 | AFLAC | $201 | $11 | $212 | 1.14% |
| DUSTIN BLY3 | 4302 MASSENGILL CT COLUMBIA, MO 65201 | AFLAC | $179 | — | $179 | 0.96% |
| ALEXANDER I MIRO3 Filed as: ALEXANDER MIRO | 6005 HIDDEN VALLEY ROAD SUITE 150 CARLSBAD, CA 92011 | AFLAC | $125 | — | $125 | 0.67% |
| NATHANIEL CRAWFORD3 | 5306 TESSA WAY COLUMBIA, MO 65203 | AFLAC | $124 | — | $124 | 0.67% |
| NATIONS INSURANCE AGENCY, LLC3 | 1232 E. TRAFFICWAY STREET SPRINGFIELD, MO 65802 | AFLAC | $115 | — | $115 | 0.62% |
| GDP ADVISORS LLC3 Filed as: GDP ADVISORS, LLC | 2150 S CENTRAL EXPRESSWAY SUITE 280 MCKINNEY, TX 75070 | AFLAC | $96 | — | $96 | 0.52% |
| CHRISTOPHER M ASHTON3 Filed as: CHRISTOPHER ASHTON | 3606 RIDGEVIEW DRIVE SUITE 200 COLUMBIA, MO 65203 | AFLAC | $89 | — | $89 | 0.48% |
| DAVID MARTIN GUSTAFSON3 | P.O. BOX 2286 ADDISON, TX 75001 | AFLAC | $76 | — | $76 | 0.41% |
| WELLS MANAGEMENT LLC3 Filed as: WELLS MANAGEMENT, LLC | 11725 SE 960 PVT ROAD COLLINS, MO 64738 | AFLAC | $43 | — | $43 | 0.23% |
| SEAN SMITH MANAGEMENT LLC3 Filed as: SEAN SMITH | 319 N. MAIN AVENUE SUITE 130 SPRINGFIELD, MO 65806 | AFLAC | $38 | — | $38 | 0.20% |
| DANIELLE CAGLE3 | 117 GREENSIDE DRIVE MONROE, LA 71203 | AFLAC | $32 | — | $32 | 0.17% |
| TRAVIS ZSCHECK3 | 2101 W BROADWAY SUITE 200 COLUMBIA, MO 65203 | AFLAC | $24 | — | $24 | 0.13% |
| TORREY A AMSTUTZ3 Filed as: TORREY AMSTUTZ | 1125 E. LAKEWOOD STREET SPRINGFIELD, MO 65810 | AFLAC | $21 | — | $21 | 0.11% |
| THOMAS WAYNE FARMER3 | 1810 GLENMAR AVENUE MONROE, LA 71201 | AFLAC | $16 | — | $16 | 0.09% |
| BRENDA Y HERNANDEZ3 Filed as: BRENDA Y. HERNANDEZ | 302 LORENALY DRIVE BROWNSVILLE, TX 78526 | AFLAC | $15 | — | $15 | 0.08% |
| ASHTON CONSULTING INC3 Filed as: ASHTON CONSULTING, INC. | 3606 RIDGEVIEW DRIVE SUITE 200 COLUMBIA, MO 65203 | AFLAC | $11 | — | $11 | 0.06% |
| JEREMY FRYE3 | 1508 N. CHURCH ROAD SUITE B LIBERTY, MO 64068 | AFLAC | $8 | — | $8 | 0.04% |
| JENNIFER SMITH3 | 319 N. MAIN AVENUE SUITE 130 SPRINGFIELD, MO 65806 | AFLAC | $4 | — | $4 | 0.02% |
| KATHY JOHNSON3 | 4600 N 5TH STREET MCALLEN, TX 78504 | AFLAC | $3 | — | $3 | 0.02% |
| JANET ZENTMIRE RIGSBY3 | 801 MELANAE CT LIBERTY, MO 64068 | AFLAC | $1 | — | $1 | 0.01% |
| RYAN WESNER3 | 1508 N. CHURCH ROAD SUITE B LIBERTY, MO 64068 | AFLAC | $0 | — | $0 | 0.00% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| MERITAIN HEALTH EIN 16-1264154 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $90K |
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 | 98 | 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) | 99 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | PRINCIPAL LIFE INSURANCE COMPANY | 96 | $55K |
| Vision | PRINCIPAL LIFE INSURANCE COMPANY | 96 | $55K |
| Life insurance(2 contracts, 2 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 96 | $74K |
| Short-term disability | AFLAC | 34 | $19K |
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE COMPANY | 71 | $154K |
| Other | AFLAC | 34 | $19K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 96 | — |
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.