| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| SRA INSURANCE AGENCY LLC3 Filed as: SRA INSURANCE AGENCY | 4435 MAIN ST 4TH FL KANSAS CITY, MO 64111 | DELTA DENTAL OF KANSAS CITY, INC. | $11K | — | $11K | 5.97% |
| JACK ALLEN NORRIS3 | 2439 DUTCH BRANCH ROAD COLUMBIA, SC 29210 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15K | $3K | $18K | 13.61% |
| WENDI HORAK3 | 6321 NW HUMPHREY RD TOPEKA, KS 66618 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $14K | $18K | 13.61% |
| RON JURGENSMEIER3 | 2813 W WESTPORT PLAZA DRIVE TOPEKA, KS 66614 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $16K | — | $16K | 12.46% |
| RYAN M JURGENSMEIER3 | 2813 SW WESTPORT PLAZA DRIVE TOPEKA, KS 66614 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15K | — | $15K | 11.66% |
| JONATHAN OVERACRE3 | 10550 BARKLEY ST OVERLAND PARK, KS 66212 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $7K | $10K | 7.76% |
| DANIEL RINEBERG3 | 1708 SW 15TH ST TOPEKA, KS 66604 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $5K | $9K | 6.49% |
| CHRISTINE GEISLER3 | 1433 EAST MEADOW LANE OLATHE, KS 66062 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5K | $374 | $5K | 3.95% |
| CAMBRIDGE FINANCIAL & INSURANCE GRO3 | 88 VILLA RD GREENVILLE, SC 29615 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $2K | $4K | 2.93% |
| ADVANCED BENEFIT SYSTEM INC3 Filed as: ADVANCED BENEFIT SYSTEMS INC | 145 RIVER LANDING DRIVE DANIEL ISLAND, SC 29492 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $782 | $1K | $2K | 1.40% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: TRISTAN CLARICE BROWN | 3200 W CARLSON RD TOPEKA, KS 66614 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $267 | $2K | 1.28% |
| SUFINANZA INSURANCE AND FINANCIAL S3 | 3351 NW 85TH AVE CORAL SPRINGS, FL 33065 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $653 | — | $653 | 0.49% |
| ERNESTO ELOY GARCIA3 | 4710 FALLON PL DALLAS, TX 75227 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $528 | — | $528 | 0.40% |
| KAREN TYLER-DUNN3 | 714 SEYMOUR DR FRISCO, TX 75033 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $150 | — | $150 | 0.11% |
| CHRISTOPHER D TYLER3 | 714 SEYMOUR DR FRISCO, TX 75033 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $145 | — | $145 | 0.11% |
| GRACE V NEAD3 | 1015 STATE PARK RD GREENVILLE, SC 29609 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $129 | $6 | $135 | 0.10% |
| GCG FINANCIAL LLC3 Filed as: RAYMOND M DICKERSON | 109 ROCHESTER RD EASLEY, SC 29640 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $129 | — | $129 | 0.10% |
| VIVIAN LORENA CLIFTON3 | 812 HANCOCK ST SALINA, KS 67401 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $119 | $10 | $129 | 0.10% |
| DANIEL CHRISTIAN3 | 1826 FLAGSTONE CIRCLE ROCHESTER, MI 48307 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $40 | $84 | $124 | 0.09% |
| STEVEN P MOORE3 | 500 BEAR DR GREENVILLE, SC 29605 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $116 | — | $116 | 0.09% |
| JANE S WHICKER3 | 215 ESSEX FARM RD ADVANCE, NC 27006 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $30 | — | $30 | 0.02% |
| BRIDGET ZUNIGA3 | 14608 W 62ND ST SHAWNEE, KS 66216 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.00% |
| SRA INSURANCE AGENCY LLC3 Filed as: SRA INSURANCE AGENCY | 4435 MAIN ST 4TH FLOOR KANSAS CITY, MO 64111 | SURENCY LIFE AND HEALTH | $3K | — | $3K | 10.00% |
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 | 344 | 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) | 344 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL OF KANSAS CITY, INC. | 344 | $185K |
| Vision | SURENCY LIFE AND HEALTH | 298 | $32K |
| Other | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 169 | $132K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 344 | — |
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.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.