| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| WALLSTREET FINANCIAL GROUP INC3 Filed as: WALLSTREET FINANCIAL GROUP, INC. | 1530 RAX COURT JEFFERSON CITY, MO 65109 | BLUE CROSS AND BLUE SHIELD OF KANSAS CITY | $15K | — | $15K | 1.64% |
| ACRISURE LLC3 Filed as: ACRISURE WALLSTREET PARTNERS LLC | 1530 RAX CT JEFFERSON CITY, MO 65109 | PRINCIPAL LIFE INSURANCE COMPANY | $8K | $64 | $8K | 9.45% |
| BLUE CROSS BLUE SHIELD OF FLORIDA3 Filed as: BLUE CROSS AND BLUE SHIELD OF KC | ATTN BRIAN FALLEIN 2301 MAIN ST KANSAS CITY, MO 64108 | PRINCIPAL LIFE INSURANCE COMPANY | $3K | — | $3K | 3.05% |
| CENTRO BENEFITS RESEARCH LLC3 Filed as: CENTRO BENEFITS GROUP LLC | 325 N KIRKWOOD RD STE 300 KIRKWOOD, MO 63122 | PRINCIPAL LIFE INSURANCE COMPANY | $897 | — | $897 | 1.01% |
| ACRISURE LLC3 Filed as: ACRISURE WALLSTREET PARTNERS, LLC | RANDALL LEUCKENOTTE 1530 RAX COURT JEFFERSON CITY, MO 65109 | VCP SERVICES INC-MISSOURI | $2K | — | $2K | 10.00% |
| ACRISURE LLC3 Filed as: ACRISURE WALLSTREETPARTNERS | 1530 RAX COURT JEFFERSON CITY, MO 65109 | CONTINENTAL AMERICAN INSURANCE COMPANY | $90 | — | $90 | 5.03% |
| GARY W FITCH3 | 2101 CORONA RD SUITE 201 COLUMBIA, MO 65203 | CONTINENTAL AMERICAN INSURANCE COMPANY | $49 | — | $49 | 2.74% |
| JON HARTMAN3 | 2101 CORONA RD SUITE 201 COLUMBIA, MO 65203 | CONTINENTAL AMERICAN INSURANCE COMPANY | $28 | — | $28 | 1.57% |
| JERRY L BROCKMAN3 | 5804 LEATHERBROOK DR COLUMBIA, MO 65203 | CONTINENTAL AMERICAN INSURANCE COMPANY | $28 | — | $28 | 1.57% |
| ASHTON CONSULTING INC3 | 2101 W BROADWAY SUITE 200 COLUMBIA, MO 65203 | CONTINENTAL AMERICAN INSURANCE COMPANY | $22 | — | $22 | 1.23% |
| JEFFREY M SATTERLEE3 | 6565 AMERICAS PKWY NE STE 115 ALBUQUEQUE, NM 87110 | CONTINENTAL AMERICAN INSURANCE COMPANY | $13 | — | $13 | 0.73% |
| HH ASSOCIATES LLC3 Filed as: HH ASSOCIATES | 1530 RAX COURT JEFFERSON CITY, MO 65109 | CONTINENTAL AMERICAN INSURANCE COMPANY | $12 | — | $12 | 0.67% |
| JAMI GONZALEZ3 Filed as: JAMI T GONZALEZ | 1207 E. EL CAMINO DR. PHOENIX, AZ 85020 | CONTINENTAL AMERICAN INSURANCE COMPANY | $6 | — | $6 | 0.34% |
| AUSTIN J PETERSON3 | 11116 AURORA AVE URBANDALE, IA 50322 | CONTINENTAL AMERICAN INSURANCE COMPANY | $4 | — | $4 | 0.22% |
| TYSON C FUNK3 | 917 CROWN POINT TERRACE CT. WILDWOOD, MO 63021 | CONTINENTAL AMERICAN INSURANCE COMPANY | $4 | — | $4 | 0.22% |
| ASHTON CONSULTING INC3 | 3606 RIDGEVIEW DRIVE COLUMBIA, MO 65203 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1 | — | $1 | 0.06% |
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 | 0 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 0 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS AND BLUE SHIELD OF KANSAS CITY | 183 | $892K |
| Dental | PRINCIPAL LIFE INSURANCE COMPANY | 278 | $89K |
| Vision | VCP SERVICES INC-MISSOURI | 166 | $20K |
| Life insurance | PRINCIPAL LIFE INSURANCE COMPANY | 278 | $89K |
| Short-term disability | CONTINENTAL AMERICAN INSURANCE COMPANY | 18 | $2K |
| Long-term disability | PRINCIPAL LIFE INSURANCE COMPANY | 278 | $89K |
| Other | CONTINENTAL AMERICAN INSURANCE COMPANY | 18 | $2K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 278 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.