| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| WENDI HORAK3 | 6321 NW HUMPHREY RD TOPEKA, KS 66618 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14K | $3K | $17K | 11.36% |
| RON JURGENSMEIER3 | 2813 SW WESTPORT PLAZA DR TOPEKA, KS 66614 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11K | — | $11K | 7.79% |
| RYAN M JURGENSMEIER3 | 2813 SW WESTPORT PLAZA DR TOPEKA, KS 66614 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11K | — | $11K | 7.77% |
| KANSAS BENEFIT COUNSELORS LLC3 | 5211 W 156TH ST OVERLAND PARK, KS 66224 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $2K | $4K | 2.69% |
| SUSAN MARIE WEITKAMP3 | 246 FIDDLECREEK RIDGE RD WENTZVILLE, MO 63385 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $1K | $3K | 1.83% |
| CHRISTINE GEISLER3 | 1443 E MEADOW LN OLATHE, KS 66062 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $3 | $1K | 0.79% |
| KYNDEL ANN MCCLOY3 | 1729 DENHOLM DR MANHATTAN, KS 66503 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $452 | $186 | $638 | 0.44% |
| VALERIE ROBERTSON3 | 701 SIMMONS AVE PARK HILLS, MO 63601 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $399 | $1 | $400 | 0.27% |
| PATRICIA BAGWELL3 | 350 WREN RD PIEDMONT, SC 29673 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $321 | $11 | $332 | 0.23% |
| DANIEL RINEBERG3 | 5112 SW 32ND TERRACE TOPEKA, KS 66614 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $262 | $64 | $326 | 0.22% |
| LISA NELSON3 Filed as: LISA LOUISE NELSON | 5834 NOTTINGHAM AVE APT 2W ST LOUIS, MO 63109 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $233 | $54 | $287 | 0.20% |
| MICHELLE RENE WALKER3 | 25 DOVERCREEK CIRCLE COLUMBIA, SC 29229 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $259 | $5 | $264 | 0.18% |
| JACK ALLEN NORRIS3 | 2439 DUTCH BRANCH RD COLUMBIA, SC 29210 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $186 | — | $186 | 0.13% |
| DIANA RAUCH3 | 3693 ROCHFORT BRIDGE DR COLUMBUS, OH 43221 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $129 | $30 | $159 | 0.11% |
| GLENN M CARNIOL3 | 406 CLAYS CROSSING DR FOREST, VA 24551 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $136 | $3 | $139 | 0.10% |
| B V STONE INC3 Filed as: BV STONE INC | 1800 SUNSET HARBOUR POINTE LAWRENCEVILLE, GA 30043 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $105 | $3 | $108 | 0.07% |
| MELISSA K PERCELL3 | 731 PLEASANT ST DENVER, MO 64441 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $81 | $13 | $94 | 0.06% |
| CONSTANCE NICOLE SCHMIDT3 | 4709 NE 104TH ST KANSAS CITY, MO 64156 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $64 | $12 | $76 | 0.05% |
| VIVIAN LORENA CLIFTON3 | 1116 NE INDEPENDENCE AVE LEES SUMMIT, MO 64086 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $56 | $2 | $58 | 0.04% |
| JASON BRINK3 Filed as: JASON JAMES BRINK | 1931 LAKEHURST DR ST. LOUIS, MO 63146 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $56 | — | $56 | 0.04% |
| SASHA ESPARZA3 | 6914 BROOKLYN AVE KANSAS CITY, MO 64132 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $40 | — | $40 | 0.03% |
| CAMBRIDGE FINANCIAL & INSURANCE GRO3 | 88 VILLA RD GREENVILLE, SC 29615 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $32 | $7 | $39 | 0.03% |
| CYNTHIA SUSANNE EVERY3 | 212 WEST DUNCAN MANCHESTER, MI 48158 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $32 | $1 | $33 | 0.02% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: SHARON LYNN BROWN | 48 BROWN FARM RD HENDERSONVILLE, NC 28792 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $29 | — | $29 | 0.02% |
| ADVANCED BENEFIT SYSTEM INC3 | 145 RIVER LANDING DR DANIEL ISLAND, SC 29492 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | $16 | $27 | 0.02% |
| CHAUNDRA F MILES-WALKER3 Filed as: CHAUNDRA FELECIA MILES-WALKER | 11415 NEWGATE CREST DR RIVERVIEW, FL 33579 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $24 | — | $24 | 0.02% |
| KAREN TYLER-DUNN3 | 714 SEYMOUR DR FRISCO, TX 75033 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $19 | — | $19 | 0.01% |
| ROMEO TYRONE GAINEY3 | 608 TRADITIONS WAY COLUMBIA, SC 29229 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15 | $4 | $19 | 0.01% |
| CHRISTOPHER D TYLER3 | 714 SEYMOUR DR FRISCO, TX 75033 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $18 | — | $18 | 0.01% |
| GAIL D GOODEN CORP3 | 60 SPRING TRAIL CT ST CHARLES, MO 63303 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | $6 | $18 | 0.01% |
| KIDS INSURANCE BENEFITS INC3 Filed as: KIDS IN BENEFITS INC | 9085 BETHEL RD GAINESVILLE, GA 30506 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | $5 | $15 | 0.01% |
| RODNEY RICH & COMPANY3 Filed as: RODNEY L GARRISON | 1827 EASTERN RD S DAYTONA, FL 32119 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | — | $11 | 0.01% |
| JEREMY SAMPSEL3 | 401 HALL ST SW GRAND RAPIDS, MI 49503 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | $5 | $9 | 0.01% |
| SUZANNE R BROSEMER3 | 6889 WOODSVILLE RD HAYES, VA 23072 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | $1 | $6 | 0.00% |
| RAYMOND B LINGLE3 | 3812 CONCORD PLACE ROANOKE, VA 24018 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | $2 | $6 | 0.00% |
| SARAH ILOILO3 | 18510 E 8TH ST N INDEPENDENCE, MO 64056 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.00% |
| LISA H MCKINNEY3 | 56 GLEN COVE DR ARDEN, NC 28704 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.00% |
| JONATHAN OVERACRE3 | 10550 BARKLEY ST OVERLAND PARK, KS 66212 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.00% |
| KJELL T TERRELL3 | 327 GOLF COURSE DR RALEIGH, NC 27610 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.00% |
| COACH CONCEPTS INC3 | 5655 OAKHURST DR SEMINOLE, FL 33772 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| ALLYN INCORPORATED3 | 14813 SEMINOLE TRAIL SEMINOLE, FL 33776 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| WORKSITE BENEFITS SOLUTION LLC3 Filed as: WORKSITE AMERICA LLC | 14141 46TH STREET NORTH CLEARWATER, FL 33762 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| O'NEILL VOLUNTARY BENEFIT SERVICES3 | 5626 KIRKWOOD HWY WILMINGTON, DE 19808 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| ROTH VOLUNTARY BENEFIT SERVICES INC3 | 9 DEARBORN LANE BEAR, DE 19701 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF MO - SRA | 4435 MAIN ST 4TH FLOOR KANSAS CITY, MO 64111 | DELTA DENTAL OF KANSAS, INC. | $2K | — | $2K | 1.83% |
| 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 | 346 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 347 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL OF KANSAS, INC. | 346 | $137K |
| Vision | SURENCY LIFE AND HEALTH | 311 | $26K |
| Other | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 303 | $146K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 346 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.