| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| KEELER RALPH3 | 10114 SYDNEY LANE PLATTSMOUTH, NE 68148 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $39K | — | $39K | 15.00% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 10114 SYDNEY LANE PLATTSMOUTH, NE 68148 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $11K | — | $11K | 12.97% |
| KEELER & ASSOCIATES3 | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $836 | — | $836 | 1.00% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $343 | — | $343 | 0.41% |
| WEEKLEY JACKLYN3 | 17923 PIERCE PLAZA OMAHA, NE 68130 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $141 | — | $141 | 0.17% |
| TAYLOR CURTIS A3 | 6317 NW 95TH STREET JOHNSTON, IA 50131 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $89 | — | $89 | 0.11% |
| KEELER & ASSOCIATES3 Filed as: KEELER SHAWN J | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $53 | — | $53 | 0.06% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTL GREAT PLAINS LLC | 11516 MIRACLE HILLS DRIVE, SUITE 100 OMAHA, NE 68154 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $28 | — | $28 | 0.03% |
| 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 | — | $15 | $15 | 0.02% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCIATES INC. | PO BOX 441 DES MOINES, IA 50302 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $1K | $1K | 2.17% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 10114 SYDNEY LANE PLATTSMOUTH, NE 68148 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $5K | — | $5K | 19.22% |
| KEELER & ASSOCIATES3 | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $519 | — | $519 | 1.96% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $85 | — | $85 | 0.32% |
| CRAIG KENNETH W3 | 211 S 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $26 | — | $26 | 0.10% |
| KEELER & ASSOCIATES3 Filed as: KEELER SHAWN J | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $16 | — | $16 | 0.06% |
| TAYLOR CURTIS A3 | 6317 NW 95TH STREET JOHNSTON, IA 50131 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $4 | — | $4 | 0.02% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTL GREAT PLAINS LLC | 11516 MIRACLE HILLS DRIVE, SUITE 100 OMAHA, NE 68154 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $3 | — | $3 | 0.01% |
| WEEKLY 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 | $4K | — | $4K | 18.63% |
| KEELER & ASSOCIATES3 | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $394 | — | $394 | 1.76% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $80 | — | $80 | 0.36% |
| TAYLOR CURTIS A3 | 6317 NW 95TH STREET JOHNSTON, IA 50131 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $19 | — | $19 | 0.09% |
| KEELER & ASSOCIATES3 Filed as: KEELER SHAWN J | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $10 | — | $10 | 0.04% |
| 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 | $3K | — | $3K | 13.00% |
| KEELER & ASSOCIATES3 | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $308 | — | $308 | 1.55% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $67 | — | $67 | 0.34% |
| TAYLOR CURTIS A3 | 6317 NW 95TH STREET JOHNSTON, IA 50131 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $52 | — | $52 | 0.26% |
| NORTH AMERICAN HERITAGE INC3 | 1291 CAROLYN DRIVE NE ATLANTA, GA 30329 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $45 | — | $45 | 0.23% |
| WEEKLEY JACKLYN3 | 17923 PIERCE PLAZA OMAHA, NE 68130 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $28 | — | $28 | 0.14% |
| BUECHLER ANTHONY C3 | 13811 S 50TH STREET PAPILLION, NE 68133 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $14 | — | $14 | 0.07% |
| NE AUTOMOBILE DEALER CO3 | 701 S 13TH STREET LINCOLN, NE 68508 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $10 | — | $10 | 0.05% |
| WORKPLACE BENEFITS CONSULTANTS3 | PO BOX 540874 OMAHA, NE 68154 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $8 | — | $8 | 0.04% |
| 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 | 14.37% |
| KEELER & ASSOCIATES3 | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $237 | — | $237 | 1.20% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $103 | — | $103 | 0.52% |
| MEYER JOANN R3 | PO BOX 540874 OMAHA, NE 68154 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $7 | — | $7 | 0.04% |
| NE AUTOMOBILE DEALER CO3 | 701 S 13TH STREET LINCOLN, NE 68508 | 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 | $4K | — | $4K | 28.14% |
| KEELER & ASSOCIATES3 | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $439 | — | $439 | 2.93% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $59 | — | $59 | 0.39% |
| TAYLOR CURTIS A3 | 6317 NW 95TH STREET JOHNSTON, IA 50131 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $2 | — | $2 | 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 | $2K | — | $2K | 15.56% |
| KEELER & ASSOCIATES3 | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $158 | — | $158 | 1.44% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $45 | — | $45 | 0.41% |
| WEEKLEY JACKLYN3 | 17923 PIERCE PLAZA OMAHA, NE 68130 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $2 | — | $2 | 0.02% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 10114 SYDNEY LANE PLATTSMOUTH, NE 68148 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $2K | — | $2K | 20.42% |
| KEELER & ASSOCIATES3 | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $220 | — | $220 | 2.14% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $17 | — | $17 | 0.17% |
| KEELER & ASSOCIATES3 Filed as: KEELER SHAWN J | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $8 | — | $8 | 0.08% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 10114 SYDNEY LANE PLATTSMOUTH, NE 68148 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $1K | — | $1K | 18.01% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $129 | — | $129 | 1.85% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTL GREAT PLAINS LLC | 11516 MIRACLE HILLS DRIVE, SUITE 100 OMAHA, NE 68154 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $24 | — | $24 | 0.34% |
| KEELER & ASSOCIATES3 | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $14 | — | $14 | 0.20% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 10114 SYDNEY LANE PLATTSMOUTH, NE 68148 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $1K | — | $1K | 20.48% |
| KEELER & ASSOCIATES3 | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $144 | — | $144 | 2.13% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $30 | — | $30 | 0.44% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 10114 SYDNEY LANE PLATTSMOUTH, NE 68148 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $2K | — | $2K | 25.13% |
| KEELER & ASSOCIATES3 | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $146 | — | $146 | 2.34% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $40 | — | $40 | 0.64% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 10114 SYDNEY LANE PLATTSMOUTH, NE 68148 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $2K | — | $2K | 61.66% |
| KEELER & ASSOCIATES3 | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $290 | — | $290 | 7.22% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $1 | — | $1 | 0.02% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 10114 SYDNEY LANE PLATTSMOUTH, NE 68148 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $1K | — | $1K | 53.05% |
| KEELER & ASSOCIATES3 | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $166 | — | $166 | 6.10% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $4 | — | $4 | 0.15% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 10114 SYDNEY LANE PLATTSMOUTH, NE 68148 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $2K | — | $2K | 67.48% |
| KEELER & ASSOCIATES3 | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $206 | — | $206 | 7.90% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 10114 SYDNEY LANE PLATTSMOUTH, NE 68148 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $27 | — | $27 | 8.06% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $3 | — | $3 | 0.90% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 10114 SYDNEY LANE PLATTSMOUTH, NE 68148 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $43 | — | $43 | 42.57% |
| KEELER & ASSOCIATES3 | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $5 | — | $5 | 4.95% |
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 | 684 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 688 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(10 contracts) | AMERICAN HERITAGE LIFE INSURANCE COMPANY | 75 | $206K |
| Vision | AMERITAS LIFE INSURANCE COMPANY | 1,300 | $77K |
| Life insurance(15 contracts, 2 carriers) | AMERICAN HERITAGE LIFE INSURANCE COMPANY | 1,007 | $298K |
| Short-term disability(13 contracts) | AMERICAN HERITAGE LIFE INSURANCE COMPANY | 501 | $471K |
| Long-term disability | AMERICAN HERITAGE LIFE INSURANCE COMPANY | 501 | $262K |
| Other(5 contracts, 2 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 1,007 | $90K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,300 | — |
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.