| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| IMA, INC.3 | PO BOX 2992 WICHITA, KS 67201 | AETNA LIFE INSURANCE CO. | $22K | $182 | $22K | 1.85% |
| IMA, INC.3 Filed as: IMA INC | PO BOX 2992 WICHITA, KS 67201 | DELTA DENTAL OF KANSAS, INC. | $2K | — | $2K | 4.17% |
| IMA, INC.3 Filed as: IMA INC | PO BOX 2992 WICHITA, KS 67201 | DELTA DENTAL OF KANSAS, INC. | $1K | — | $1K | 4.00% |
| IMA, INC.3 Filed as: IMA INC | 1705 17TH ST SUITE 100 DENVER, CO 80202 | TRUSTMARK LIFE INSURANCE COMPANY | $1K | — | $1K | 4.00% |
| STEVEN S HENRY3 | 9140 YORK LN HAYSVILLE, KS 67060 | AFLAC | $361 | — | $361 | 2.09% |
| SAIDA K SOSA3 | 4511 S FLORA CT WICHITA, KS 67215 | AFLAC | $220 | $27 | $247 | 1.43% |
| BRIAN M LEITZEL3 | 7920 W KELLOGG DR SUITE 102 WICHITA, KS 67209 | AFLAC | $189 | — | $189 | 1.09% |
| ROBERT GELSZAT3 | 11251 E BELLAIRE ST WICHITA, KS 67207 | AFLAC | $152 | — | $152 | 0.88% |
| IMA, INC.3 Filed as: IMA INC. | PO BOX 2992 WICHITA, TN 67201 | AFLAC | $137 | — | $137 | 0.79% |
| KATHY WIEDEMANN3 | 222 HIGH VIEW DR BOULDER, CO 80304 | AFLAC | $126 | — | $126 | 0.73% |
| L R SAMPSON III3 | 222 S MARLEN DR HAYSVILLE, KS 67060 | AFLAC | $94 | — | $94 | 0.54% |
| CALEB GILMOUR3 Filed as: CALEB J GILMOUR | 515 S MAIN ST SUITE 105 WICHITA, KS 67202 | AFLAC | $86 | $6 | $92 | 0.53% |
| JOHN G CATE3 | 4246 N SWEET BAY ST WICHITA, KS 67226 | AFLAC | $54 | — | $54 | 0.31% |
| ROBERT L WINFREY3 | 11520 W NANTUCKET CIR WICHITA, KS 67212 | AFLAC | $46 | — | $46 | 0.27% |
| NATHAN L HARRISON3 | 8303 N 61ST PL PARADISE VALLEY, AZ 85253 | AFLAC | $45 | — | $45 | 0.26% |
| NICOLE E ROONEY3 | 515 S MAIN ST SUITE 105 WICHITA, KS 67202 | AFLAC | $32 | $6 | $38 | 0.22% |
| BARRY PARKS3 | 104 W GOFF RD VALLEY CENTER, KS 67147 | AFLAC | $25 | — | $25 | 0.14% |
| BRAD J SCHUMACHER3 | 2804 COUNTRY LN HAYS, KS 67601 | AFLAC | $18 | — | $18 | 0.10% |
| MARK FRIEHE3 Filed as: MARK E FRIEHE | 11218 JOHN GALT BLVD SUITE 101 OMAHA, NE 68137 | AFLAC | $15 | — | $15 | 0.09% |
| SCOTT D SWIMMER3 | 4553 W 138TH TER LEAWOOD, KS 66224 | AFLAC | $15 | — | $15 | 0.09% |
| KENNETH D MORRIS JR3 | 5410 PLYMOUTH DR LAWRENCE, KS 66049 | AFLAC | $14 | — | $14 | 0.08% |
| GARY WAYNE WILLINGHAM3 | 6033 STRAFFORD OAKS DR SEBRING, FL 33875 | AFLAC | $13 | — | $13 | 0.08% |
| JOHN A BACON3 | 30837 SPRING VALLEY RD PAOLA, KS 66071 | AFLAC | $13 | — | $13 | 0.08% |
| WILLINGHAM INC3 Filed as: WILLINGHAM INC. | 35354 MISSION BELLEVIEW RD LOUISBURG, KS 67208 | AFLAC | $11 | — | $11 | 0.06% |
| DANIEL J HENRY3 | 530 N BROADVIEW ST WICHITA, KS 67208 | AFLAC | $8 | — | $8 | 0.05% |
| CHRISTOPHER THOMAS HIPP3 | 1601 MEADOW LN HAYS, KS 67601 | AFLAC | $4 | — | $4 | 0.02% |
| IMA, INC.3 Filed as: IMA INC | PO BOX 2992 WICHITA, KS 67201 | HARTFORD LIFE AND ACCIDENT | $3K | — | $3K | 16.00% |
| IMA, INC.3 | 8200 E 32ND ST N WICHITA, KS 672262606 | VISION SERVICE PLAN | $790 | — | $790 | 7.08% |
| IMA, INC.3 | PO BOX 2992 WICHITA, KS 67201 | HARTFORD LIFE AND ACCIDENT | $185 | — | $185 | 9.98% |
| IMA, INC.3 Filed as: IMA INC | 8200 E 32ND ST NORTH WICHITA KS WICHITA, KS 67226 | HARTFORD LIFE AND ACCIDENT | $113 | — | $113 | 15.07% |
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 | 170 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 48 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 218 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE CO. | 234 | $1.2M |
| Dental(4 contracts) | DELTA DENTAL OF KANSAS, INC. | 77 | $73K |
| Vision | VISION SERVICE PLAN | 73 | $11K |
| Life insurance(2 contracts, 2 carriers) | TRUSTMARK LIFE INSURANCE COMPANY | 208 | $43K |
| Short-term disability | AFLAC | 30 | $17K |
| Long-term disability | HARTFORD LIFE AND ACCIDENT | 50 | $17K |
| Other(5 contracts, 4 carriers) | TRUSTMARK LIFE INSURANCE COMPANY | 235 | $50K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 235 | — |
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.