| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| SRA INSURANCE AGENCY LLC3 Filed as: SRA INSURANCE AGENCY | 4435 MAIN ST 4TH FLOOR KANSAS CITY, MO 64111 | DELTA DENTAL OF KANSAS, INC. | $4K | — | $4K | 1.28% |
| WENDI HORAK3 | 6321 NW HUMPHREY RD TOPEKA, KS 66618 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15K | $22K | $37K | 16.42% |
| RON JURGENSMEIER3 | 2813 SW WESTPORT PLAZA DRIVE TOPEKA, KS 66614 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $23K | — | $23K | 10.24% |
| RYAN M JURGENSMEIER3 | 2813 SW WESTPORT PLAZA DR TOPEKA, KS 66614 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $23K | — | $23K | 10.15% |
| KANSAS BENEFIT COUNSELORS LLC3 | 5211 W 156TH STREET OVERLAND PARK, KS 66224 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $4K | $8K | 3.45% |
| CHRISTINE GEISLER3 | 1433 EAST MEADOW LANE OLATHE, KS 66062 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6K | $792 | $7K | 3.08% |
| JACK ALLEN NORRIS3 | 2439 DUTCH BRANCH ROAD COLUMBIA, SC 29210 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $400 | $5K | 2.16% |
| DANIEL RINEBERG3 | 5112 SW 32ND TER TOPEKA, KS 66614 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $2K | $4K | 1.96% |
| KYNDEL ANN MCCLOY3 | 1729 DENHOLM DR MANHATTAN, KS 66503 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $2K | $4K | 1.83% |
| VALERIE ROBERTSON3 | 3746 HIGHWAY K BONNE TERRE, MO 63628 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $314 | $3K | 1.15% |
| MICHELLE RENE WALKER3 | 25 DOVERCREEK CIRCLE COLUMBIA, SC 29229 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $8 | $2K | 0.80% |
| LISA NELSON3 Filed as: LISA LOUISE NELSON | 5834 NOTTINGHAM PL ST. LOUIS, MO 63109 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $127 | $2K | 0.72% |
| PATRICIA BAGWELL3 | 350 WREN ROAD PIEDMONT, SC 29673 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | — | $1K | 0.66% |
| DIANE RAUCH3 | 3693 ROCHFORT BRIDGE DR COLUMBUS, OH 43221 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $909 | $227 | $1K | 0.51% |
| JONATHAN OVERACRE3 | 10550 BARKLEY ST OVERLAND PARK, KS 66212 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $903 | $201 | $1K | 0.49% |
| CAMBRIDGE FINANCIAL & INSURANCE GRO3 | 88 VILLA RD GREENVILLE, SC 29615 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $782 | $150 | $932 | 0.41% |
| ADVANCED BENEFIT SYSTEM INC3 | 145 RIVER LANDING DRIVE DANIEL ISLAND, SC 29492 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $261 | $449 | $710 | 0.32% |
| CONSTANCE NICOLE SCHMIDT3 | 924 S 6TH ATCHISON, KS 66002 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $500 | $115 | $615 | 0.27% |
| SUSAN MARIE WEITKAMP3 | 5051 JOSHUA DRIVE WENTZVILLE, MO 63385 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $316 | $251 | $567 | 0.25% |
| GLENN M CARNIOL3 | 406 CLAYS CROSSING DR FOREST, VA 24551 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $489 | $10 | $499 | 0.22% |
| VIVIAN LORENA CLIFTON3 | 1116 NE INDEPENDENCE AVE LEES SUMMIT, MO 64086 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $485 | $3 | $488 | 0.22% |
| B V STONE INC3 | 1800 SUNSET HARBOUR POINTE LAWRENCEVILLE, GA 30043 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $473 | $6 | $479 | 0.21% |
| MELISSA K PERCELL3 | 731 PLEASANT ST DENVER, MO 64441 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $385 | $89 | $474 | 0.21% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: TRISTAN CLARICE BROWN | 3200 SW CARLSON RD TOPEKA, KS 66614 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $402 | — | $402 | 0.18% |
| JASON BRINK3 Filed as: JASON JAMES BRINK | 1931 LAKEHURST DR ST. LOUIS, MO 63146 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $352 | — | $352 | 0.16% |
| SUZANNE R BROSEMER2 | 6889 WOODSVILLE ROAD HAYES, VA 23072 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $257 | $12 | $269 | 0.12% |
| SYNTHIA SUSANNE EVERY3 | 212 WEST DUNCAN MANCHESTER, MI 48158 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $238 | $6 | $244 | 0.11% |
| CHAUNDRA F MILES-WALKER3 Filed as: CHAUNDRA FELECIA MILES-WALKER | 11415 NEWGATE CREST DRIVE RIVERVIEW, FL 33579 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $221 | $11 | $232 | 0.10% |
| ERNESTO ELOY GARCIA3 | 5931 REIGER AVE DALLAS, TX 75214 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $217 | — | $217 | 0.10% |
| SASHA ESPARZA3 | 6914 BROOKLYN AVE KANSAS CITY, MO 64132 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $201 | — | $201 | 0.09% |
| ROMEO TYRONE GAINEY3 | 608 TRADITIONS WAY COLUMBIA, SC 29229 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $98 | $40 | $138 | 0.06% |
| SUFINANZA INSURANCE AND FINANCIAL S3 | 3351 NW 85TH AVE CORAL SPRINGS, FL 33065 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $119 | $10 | $129 | 0.06% |
| RODNEY RICH & COMPANY3 Filed as: RODNEY L GARRISON | 1827 EASTERN RD S DAYTONA, FL 32119 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $97 | — | $97 | 0.04% |
| JEREMY SAMPSEL3 | 401 HALL ST SW GRAND RAPIDS, MI 49503 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $34 | $61 | $95 | 0.04% |
| GAIL D GOODEN CORP3 | 60 SPRING TRAIL CT ST. CHARLES, MO 63303 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $86 | $8 | $94 | 0.04% |
| CHARLES R TRIPLETT JR3 | 606 S CENTRAL AVE FLAGLER BEACH, FL 32136 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $73 | $20 | $93 | 0.04% |
| KID INSURANCE BENEFITS INC3 Filed as: KID INS BENEFITS INC | 9085 BETHEL RD GAINESVILLE, GA 30506 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $52 | $22 | $74 | 0.03% |
| KAREN TYLER-DUNN3 | 714 SEYMOUR DR FRISCO, TX 75033 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $69 | — | $69 | 0.03% |
| CHRISTOPHER D TYLER3 | 714 SEYMOUR DR FRISCO, TX 75033 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $68 | — | $68 | 0.03% |
| WORKSITE BENEFITS SOLUTION LLC3 Filed as: WORKSITE AMERICA LLC | 14141 46TH STREET NORTH CLEARWATER, FL 33762 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $42 | $26 | $68 | 0.03% |
| RAYMOND B LINGLE3 | 3812 CONCORD PLACE ROANOKE, VA 24018 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $44 | $8 | $52 | 0.02% |
| STEVEN P MOORE3 | 500 BEAR DR GREENVILLE, SC 29605 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $34 | — | $34 | 0.02% |
| SARAH ILOILO3 | 18510 E 8TH ST N INDEPENDENCE, MO 64056 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $33 | — | $33 | 0.01% |
| BONNIE J WENDELL3 | 861 PHOENIX LANE OVIEDO, FL 32765 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $30 | — | $30 | 0.01% |
| GRACE V NEAD3 | 1015 STATE PARK RD GREENVILLE, SC 29609 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $29 | $1 | $30 | 0.01% |
| GCG FINANCIAL LLC3 Filed as: RAYMOND M DICKERSON | 109 ROCHESTER RD EASLEY, SC 29640 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $28 | — | $28 | 0.01% |
| COACH CONCEPTS INC3 | 5655 OAKHURST DR SEMINOLE, FL 33772 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $13 | $4 | $17 | 0.01% |
| DANIEL CHRISTIAN3 | 1826 FLAGSTONE CIRCLE ROCHESTER, MI 48307 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $16 | — | $16 | 0.01% |
| KJELL T TERRELL3 | 327 GOLF COURSE DR RALEIGH, NC 27610 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $13 | $2 | $15 | 0.01% |
| ALLYN INCORPORATED3 | 14813 SEMINOLE TRAIL SEMINOLE, FL 33776 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | $2 | $14 | 0.01% |
| LYNNE HEALY3 | 20 UNDERMOUNT PATH E PALM COAST, FL 32164 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $8 | $11 | 0.00% |
| JANE S WHICKER3 | 215 ESSEX FARM RD ADVANCE, NC 27006 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | — | $9 | 0.00% |
| O'NEILL VOLUNTARY BENEFIT SERVICES3 | 5626 KIRKWOOD HWY WILMINGTON, DE 19808 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | $3 | $8 | 0.00% |
| ROTH VOLUNTARY BENEFIT SERVICES INC3 | 9 DEARBORN LANE BEAR, DE 19701 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | $3 | $8 | 0.00% |
| CECIL T SALMON3 | 27 RAMBLEWOOD DR PALM COAST, FL 32164 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $3 | $6 | 0.00% |
| NYRA VELASCO3 | 1904 CAPRI ROAD VALRICO, FL 33594 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.00% |
| BRIDGET ZUNIGA3 | 14608 W 62ND ST SHAWNEE, KS 66216 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| JOHN R STONER ORG INC3 | 700 CENTRAL AVE STE 300 ST PETERSBURG, FL 33701 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| SRA INSURANCE AGENCY LLC3 Filed as: SRA INSURANCE AGENCY | 4435 MAIN ST 4TH FLOOR KANSAS CITY, MO 64111 | SURENCY LIFE AND HEALTH | $4K | — | $4K | 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 | 413 | 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) | 413 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL OF KANSAS, INC. | 510 | $275K |
| Vision | SURENCY LIFE AND HEALTH | 356 | $42K |
| Other | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 413 | $225K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 510 | — |
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.