| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 10114 SYDNEY LANE PLATTSMOUTH, NE 68148 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $11K | — | $11K | 13.92% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $1K | — | $1K | 1.41% |
| WEEKLEY JACKLYN3 | 17923 PIERCE PLAZA OMAHA, NE 68130 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $147 | — | $147 | 0.19% |
| TAYLOR CURTIS A3 | 6317 NW 95TH STREET JOHNSTON, IA 50131 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $112 | — | $112 | 0.14% |
| KEELER & ASSOCIATES3 | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $90 | — | $90 | 0.11% |
| KEELER & ASSOCIATES3 Filed as: KEELER SHAWN J | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $54 | — | $54 | 0.07% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: SILVERSTONE GROUP INC | 11516 MIRACLE HILLS DRIVE PO BOX 542006 OMAHA, NE 68154 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $30 | — | $30 | 0.04% |
| GROUP BENEFITS LTD3 | 12006 RIDGEMONT DRIVE URBANDALE, IA 50323 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $25 | — | $25 | 0.03% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCIATES INC | 13810 FNB PARKWAY OMAHA, NE 68154 | AMERITAS LIFE INSURANCE COMPANY | — | $1K | $1K | 1.79% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCIATES INC. | PO BOX 441 DES MOINES, IA 50302 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $2K | $2K | 3.58% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 10114 SYDNEY LANE PLATTSMOUTH, NE 68148 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $2K | — | $2K | 7.83% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $186 | — | $186 | 0.81% |
| KEELER & ASSOCIATES3 | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $32 | — | $32 | 0.14% |
| MEYER JOANN R3 | PO BOX 540874 OMAHA, NE 68154 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $7 | — | $7 | 0.03% |
| TAYLOR CURTIS A3 | 6317 NW 95TH STREET JOHNSTON, IA 50131 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $2 | — | $2 | 0.01% |
| NE AUTOMOBILE DEALER CO3 | PO BOX 95023 LINCOLN, NE 68509 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $2 | — | $2 | 0.01% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 10114 SYDNEY LANE PLATTSMOUTH, NE 68148 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $2K | — | $2K | 7.44% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $145 | — | $145 | 0.69% |
| KEELER & ASSOCIATES3 | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $132 | — | $132 | 0.63% |
| TAYLOR CURTIS A3 | 6317 NW 95TH STREET JOHNSTON, IA 50131 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $57 | — | $57 | 0.27% |
| NORTH AMERICAN HERITAGE INC3 | 1291 CAROLYN DRIVE NE ATLANTA, GA 30329 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $41 | — | $41 | 0.19% |
| WEEKLEY JACKLYN3 | 17923 PIERCE PLAZA OMAHA, NE 68130 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $26 | — | $26 | 0.12% |
| BUECHLER ANTHONY C3 | 13811 S 50TH STREET PAPILLION, NE 68133 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $12 | — | $12 | 0.06% |
| NE AUTOMOBILE DEALER CO3 | PO BOX 95023 LINCOLN, NE 68509 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $9 | — | $9 | 0.04% |
| KANSAS REGION %AHLI3 Filed as: KANSAS REGION % AHLI | 13180 METCALF AVENUE, SUITE 260 OVERLAND PARK, KS 66213 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $7 | — | $7 | 0.03% |
| MEYER JOANN R3 | PO BOX 540874 OMAHA, NE 68154 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $4 | — | $4 | 0.02% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 10114 SYDNEY LANE PLATTSMOUTH, NE 68148 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $3K | — | $3K | 16.91% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $320 | — | $320 | 1.77% |
| KEELER & ASSOCIATES3 | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $43 | — | $43 | 0.24% |
| KEELER & ASSOCIATES3 Filed as: KEELER SHAWN J | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $13 | — | $13 | 0.07% |
| TAYLOR CURTIS A3 | 6317 NW 95TH STREET JOHNSTON, IA 50131 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $4 | — | $4 | 0.02% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: SILVERSTONE GROUP INC | 11516 MIRACLE HILLS DRIVE PO BOX 542006 OMAHA, NE 68154 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $2 | — | $2 | 0.01% |
| WEEKLY JACKLYN3 | 17923 PIERCE PLAZA OMAHA, NE 68130 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $1 | — | $1 | 0.01% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 10114 SYDNEY LANE PLATTSMOUTH, NE 68148 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $2K | — | $2K | 14.75% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $226 | — | $226 | 1.59% |
| KEELER & ASSOCIATES3 | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $15 | — | $15 | 0.11% |
| TAYLOR CURTIS A3 | 6317 NW 95TH STREET JOHNSTON, IA 50131 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $13 | — | $13 | 0.09% |
| KEELER & ASSOCIATES3 Filed as: KEELER SHAWN J | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $8 | — | $8 | 0.06% |
| WEEKLEY JACKLYN3 | 17923 PIERCE PLAZA OMAHA, NE 68130 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $8 | — | $8 | 0.06% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: SILVERSTONE GROUP INC | 11516 MIRACLE HILLS DRIVE OMAHA, NE 68154 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $2 | — | $2 | 0.01% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 10114 SYDNEY LANE PLATTSMOUTH, NE 68148 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $3K | — | $3K | 19.21% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $282 | — | $282 | 2.05% |
| KEELER & ASSOCIATES3 Filed as: KEELER SHAWN J | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $12 | — | $12 | 0.09% |
| KEELER & ASSOCIATES3 | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $11 | — | $11 | 0.08% |
| TAYLOR CURTIS A3 | 6317 NW 95TH STREET JOHNSTON, IA 50131 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $9 | — | $9 | 0.07% |
| WEEKLEY JACKLYN3 | 17923 PIERCE PLAZA OMAHA, NE 68130 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $2 | — | $2 | 0.01% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 10114 SYDNEY LANE PLATTSMOUTH, NE 68148 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $2K | — | $2K | 21.56% |
| KEELER & ASSOCIATES3 | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $111 | — | $111 | 1.29% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $108 | — | $108 | 1.25% |
| KANSAS REGION %AHLI3 | 13180 METCALF AVENUE, SUITE 260 OVERLAND PARK, KS 66213 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $43 | — | $43 | 0.50% |
| TAYLOR CURTIS A3 | 6317 NW 95TH STREET JOHNSTON, IA 50131 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $2 | — | $2 | 0.02% |
| WEEKLEY JACKLYN3 | 17923 PIERCE PLAZA OMAHA, NE 68130 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $1 | — | $1 | 0.01% |
| GROUP BENEFITS LTD3 | 12006 RIDGEMONT DRIVE URBANDALE, IA 50323 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $1 | — | $1 | 0.01% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 10114 SYDNEY LANE PLATTSMOUTH, NE 68148 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $773 | — | $773 | 10.93% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $69 | — | $69 | 0.98% |
| KEELER & ASSOCIATES3 | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $8 | — | $8 | 0.11% |
| KEELER & ASSOCIATES3 Filed as: KEELER SHAWN J | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $8 | — | $8 | 0.11% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 10114 SYDNEY LANE PLATTSMOUTH, NE 68148 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $573 | — | $573 | 8.36% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $61 | — | $61 | 0.89% |
| KEELER & ASSOCIATES3 | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $9 | — | $9 | 0.13% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 10114 SYDNEY LANE PLATTSMOUTH, NE 68148 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $781 | — | $781 | 11.64% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $82 | — | $82 | 1.22% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: SILVERSTONE GROUP INC | 11516 MIRACLE HILLS DRIVE PO BOX 542006 OMAHA, NE 68154 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $24 | — | $24 | 0.36% |
| KEELER & ASSOCIATES3 | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $6 | — | $6 | 0.09% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 10114 SYDNEY LANE PLATTSMOUTH, NE 68148 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $410 | — | $410 | 8.22% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $45 | — | $45 | 0.90% |
| KEELER & ASSOCIATES3 | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $15 | — | $15 | 0.30% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 10114 SYDNEY LANE PLATTSMOUTH, NE 68148 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $323 | — | $323 | 17.93% |
| KEELER & ASSOCIATES3 | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $34 | — | $34 | 1.89% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $4 | — | $4 | 0.22% |
| KANSAS REGION %AHLI3 | 13180 METCALF AVENUE, SUITE 260 OVERLAND PARK, KS 66213 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $4 | — | $4 | 0.22% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 10114 SYDNEY LANE PLATTSMOUTH, NE 68148 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $20 | — | $20 | 7.97% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $2 | — | $2 | 0.80% |
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 | 562 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 15 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 577 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(11 contracts) | AMERICAN HERITAGE LIFE INSURANCE COMPANY | 72 | $204K |
| Vision | AMERITAS LIFE INSURANCE COMPANY | 1,117 | $64K |
| Life insurance(13 contracts, 2 carriers) | AMERICAN HERITAGE LIFE INSURANCE COMPANY | 856 | $249K |
| Short-term disability(13 contracts) | AMERICAN HERITAGE LIFE INSURANCE COMPANY | 72 | $206K |
| Other | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 856 | $44K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,117 | — |
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.