| 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 BLUE SHIELD OF KANSAS CITY | $13K | $91K | $104K | 12.56% |
| TRUSS, LLC3 | 9200 WARD PARKWAY, SUITE 500 KANSAS CITY, MO 64114 | BLUE CROSS BLUE SHIELD OF KANSAS CITY | $1K | $783 | $2K | 0.24% |
| ACRISURE LLC3 Filed as: ACRISURE WALLSTREET PARTNERS LLC | 1530 RAX COURT JEFFERSON CITY, MO 65109 | PRINCIPAL LIFE INSURANCE COMPANY | $8K | $2K | $10K | 12.44% |
| CENTRO BENEFITS RESEARCH LLC3 Filed as: CENTRO BENEFITS GROUP LLC | 325 NORTH KIRKWOOD ROAD, SUITE 300 KIRKWOOD, MO 63122 | PRINCIPAL LIFE INSURANCE COMPANY | $4K | $0 | $4K | 4.94% |
| TRUSS, LLC3 | 9200 WARD PARKWAY, SUITE 500 KANSAS CITY, MO 64114 | PRINCIPAL LIFE INSURANCE COMPANY | $2K | $0 | $2K | 1.95% |
| ACRISURE LLC3 | PO BOX 2897 EVANS, GA 30809 | PRINCIPAL LIFE INSURANCE COMPANY | $0 | $807 | $807 | 1.01% |
| ACRISURE LLC3 Filed as: ACRISURE WALLSTREET PARTNERS LLC | 1530 RAX COURT JEFFERSON CITY, MO 65109 | VCP SERVICES, INC - MISSOURI | $2K | — | $2K | 10.00% |
| ACRISURE LLC3 Filed as: ACRISURE WALLSTREET PARTNERS LLC | 1530 RAX COURT JEFFERSON CITY, MO 65109 | CONTINENTAL AMERICAN INSURANCE COMPANY | $55 | — | $55 | 5.32% |
| GARY W FITCH3 | 2101 CORONA ROAD, SUITE 201 COLUMBIA, MO 65203 | CONTINENTAL AMERICAN INSURANCE COMPANY | $33 | $0 | $33 | 3.19% |
| JERRY L BROCKMAN3 | 5804 LEATHERBROOK DRIVE COLUMBIA, MO 65003 | CONTINENTAL AMERICAN INSURANCE COMPANY | $19 | $0 | $19 | 1.84% |
| JON HARTMAN3 | 2101 CORONA ROAD, SUITE 201 COLUMBIA, MO 65203 | CONTINENTAL AMERICAN INSURANCE COMPANY | $19 | $0 | $19 | 1.84% |
| ASHTON CONSULTING INC3 | 2101 WEST BROADWAY, SUITE 200 COLUMBIA, MO 65203 | CONTINENTAL AMERICAN INSURANCE COMPANY | $15 | $0 | $15 | 1.45% |
| HH ASSOCIATES LLC3 Filed as: HH ASSOCIATES, LLC AND OTHER AGENTS | 1530 RAX COURT JEFFERSON CITY, MO 65109 | CONTINENTAL AMERICAN INSURANCE COMPANY | $13 | $0 | $13 | 1.26% |
| JEFFREY M SATTERLEE3 | 6565 AMERICAS PARKWAY NE, SUITE 115 ALBUQUERQUE, NM 87110 | CONTINENTAL AMERICAN INSURANCE COMPANY | $8 | $0 | $8 | 0.77% |
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 | 206 | 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) | 206 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF KANSAS CITY | 179 | $826K |
| Dental(2 contracts, 2 carriers) | BLUE CROSS BLUE SHIELD OF KANSAS CITY | 281 | $906K |
| Vision | VCP SERVICES, INC - MISSOURI | 173 | $19K |
| Life insurance | PRINCIPAL LIFE INSURANCE COMPANY | 281 | $80K |
| Short-term disability | CONTINENTAL AMERICAN INSURANCE COMPANY | 18 | $1K |
| Long-term disability | PRINCIPAL LIFE INSURANCE COMPANY | 281 | $80K |
| Prescription drug | BLUE CROSS BLUE SHIELD OF KANSAS CITY | 179 | $826K |
| Other(2 contracts, 2 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 281 | $81K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 281 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.