| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCIATES INC | 13810 FNB PARKWAY OMAHA, NE 68154 | AMERITAS LIFE INSURANCE COMPANY | — | $1K | $1K | 1.31% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 10114 SYDNEY LANE PLATTSMOUTH, NE 68148 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $18K | — | $18K | 19.58% |
| KEELER & ASSOCIATES3 | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $2K | — | $2K | 1.90% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $304 | — | $304 | 0.33% |
| WEEKLEY JACKLYN3 | 17923 PIERCE PLAZA OMAHA, NE 68130 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $109 | — | $109 | 0.12% |
| TAYLOR CURTIS A3 | 6317 NW 95TH STREET JOHNSTON, IA 50131 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $89 | — | $89 | 0.10% |
| KEELER & ASSOCIATES3 Filed as: KEELER SHAWN J | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $39 | — | $39 | 0.04% |
| 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 | $27 | — | $27 | 0.03% |
| GROUP BENEFITS LTD3 | 12006 RIDGEMONT DRIVE URBANDALE, IA 50323 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $24 | — | $24 | 0.03% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCIATES INC. | PO BOX 441 DES MOINES, IA 50302 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $874 | $760 | $2K | 2.46% |
| KEELER RALPH3 | 10114 SYDNEY LANE PLATTSMOUTH, NE 68148 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $9K | — | $9K | 32.58% |
| KEELER & ASSOCIATES3 | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $1K | — | $1K | 3.68% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $42 | — | $42 | 0.14% |
| KEELER & ASSOCIATES3 Filed as: KEELER SHAWN J | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $7 | — | $7 | 0.02% |
| TAYLOR CURTIS A3 | 6317 NW 95TH STREET JOHNSTON, IA 50131 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $4 | — | $4 | 0.01% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 10114 SYDNEY LANE PLATTSMOUTH, NE 68148 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $4K | — | $4K | 16.01% |
| KEELER & ASSOCIATES3 | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $399 | — | $399 | 1.65% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $65 | — | $65 | 0.27% |
| KEELER & ASSOCIATES3 Filed as: KEELER SHAWN J | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $14 | — | $14 | 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 | $1 | — | $1 | 0.00% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 10114 SYDNEY LANE PLATTSMOUTH, NE 68148 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $4K | — | $4K | 15.54% |
| KEELER & ASSOCIATES3 | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $422 | — | $422 | 1.87% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $57 | — | $57 | 0.25% |
| TAYLOR CURTIS A3 | 6317 NW 95TH STREET JOHNSTON, IA 50131 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $44 | — | $44 | 0.20% |
| NORTH AMERICAN HERITAGE INC3 | 1291 CAROLYN DRIVE NE ATLANTA, GA 30329 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $41 | — | $41 | 0.18% |
| WEEKLEY JACKLYN3 | 17923 PIERCE PLAZA OMAHA, NE 68130 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $27 | — | $27 | 0.12% |
| BUECHLER ANTHONY C3 | 13811 S 50TH STREET PAPILLION, NE 68133 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $12 | — | $12 | 0.05% |
| NE AUTOMOBILE DEALER CO3 | 701 S 13TH STREET LINCOLN, NE 68508 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $9 | — | $9 | 0.04% |
| WORKPLACE BENEFITS CONSULTANTS3 | PO BOX 540874 OMAHA, NE 68154 | 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 | 12.81% |
| KEELER & ASSOCIATES3 | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $224 | — | $224 | 1.12% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $85 | — | $85 | 0.42% |
| MEYER JOANN R3 | PO BOX 540874 OMAHA, NE 68154 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $7 | — | $7 | 0.03% |
| NE AUTOMOBILE DEALER CO3 | 701 S 13TH STREET LINCOLN, NE 68508 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 10114 SYDNEY LANE PLATTSMOUTH, NE 68148 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $3K | — | $3K | 16.89% |
| KEELER & ASSOCIATES3 | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $261 | — | $261 | 1.69% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $49 | — | $49 | 0.32% |
| 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 | $3K | — | $3K | 20.22% |
| KEELER & ASSOCIATES3 | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $321 | — | $321 | 2.15% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $34 | — | $34 | 0.23% |
| TAYLOR CURTIS A3 | 6317 NW 95TH STREET JOHNSTON, IA 50131 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $9 | — | $9 | 0.06% |
| KEELER & ASSOCIATES3 Filed as: KEELER SHAWN J | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | 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 | $6K | — | $6K | 40.25% |
| KEELER & ASSOCIATES3 | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $670 | — | $670 | 4.62% |
| WEEKLEY JACKLYN3 | 17923 PIERCE PLAZA OMAHA, NE 68130 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $31 | — | $31 | 0.21% |
| KEELER & ASSOCIATES3 Filed as: KEELER SHAWN J | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $5 | — | $5 | 0.03% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $4 | — | $4 | 0.03% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 10114 SYDNEY LANE PLATTSMOUTH, NE 68148 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $2K | — | $2K | 14.95% |
| KEELER & ASSOCIATES3 | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $155 | — | $155 | 1.53% |
| 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 | $5 | — | $5 | 0.05% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 10114 SYDNEY LANE PLATTSMOUTH, NE 68148 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $2K | — | $2K | 19.35% |
| KEELER & ASSOCIATES3 | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $197 | — | $197 | 1.97% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $32 | — | $32 | 0.32% |
| 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 | 18.92% |
| KEELER & ASSOCIATES3 | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $136 | — | $136 | 1.67% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $42 | — | $42 | 0.52% |
| 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 | $22 | — | $22 | 0.27% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 10114 SYDNEY LANE PLATTSMOUTH, NE 68148 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $2K | — | $2K | 36.04% |
| KEELER & ASSOCIATES3 | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $235 | — | $235 | 3.86% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $24 | — | $24 | 0.39% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 10114 SYDNEY LANE PLATTSMOUTH, NE 68148 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $1K | — | $1K | 22.87% |
| KEELER & ASSOCIATES3 | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $124 | — | $124 | 2.33% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $14 | — | $14 | 0.26% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 10114 SYDNEY LANE PLATTSMOUTH, NE 68148 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $2K | — | $2K | 36.13% |
| KEELER & ASSOCIATES3 | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $199 | — | $199 | 4.20% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $4 | — | $4 | 0.08% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 10114 SYDNEY LANE PLATTSMOUTH, NE 68148 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $238 | — | $238 | 7.10% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $13 | — | $13 | 0.39% |
| KEELER & ASSOCIATES3 | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $8 | — | $8 | 0.24% |
| KEELER & ASSOCIATES3 Filed as: KEELER SHAWN J | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $3 | — | $3 | 0.09% |
| TAYLOR CURTIS A3 | 6317 NW 95TH STREET JOHNSTON, IA 50131 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $1 | — | $1 | 0.03% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 10114 SYDNEY LANE PLATTSMOUTH, NE 68148 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $1K | — | $1K | 40.69% |
| KEELER & ASSOCIATES3 | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $149 | — | $149 | 4.77% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 10114 SYDNEY LANE PLATTSMOUTH, NE 68148 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $1K | — | $1K | 38.15% |
| KEELER & ASSOCIATES3 | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $118 | — | $118 | 4.50% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 10114 SYDNEY LANE PLATTSMOUTH, NE 68148 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $624 | — | $624 | 73.33% |
| KEELER & ASSOCIATES3 | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $73 | — | $73 | 8.58% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 10114 SYDNEY LANE PLATTSMOUTH, NE 68148 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $355 | — | $355 | 51.30% |
| KEELER & ASSOCIATES3 | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $42 | — | $42 | 6.07% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 10114 SYDNEY LANE PLATTSMOUTH, NE 68148 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $25 | — | $25 | 8.14% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 211 SOUTH 23RD STREET PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $3 | — | $3 | 0.98% |
| KEELER & ASSOCIATES3 Filed as: KEELER RALPH H | 10114 SYDNEY LANE PLATTSMOUTH, NE 68148 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $6 | — | $6 | 3.59% |
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 | 738 | 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) | 739 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(12 contracts) | AMERICAN HERITAGE LIFE INSURANCE COMPANY | 79 | $249K |
| Vision | AMERITAS LIFE INSURANCE COMPANY | 1,465 | $94K |
| Life insurance(21 contracts, 2 carriers) | AMERICAN HERITAGE LIFE INSURANCE COMPANY | 1,073 | $356K |
| Short-term disability(14 contracts) | AMERICAN HERITAGE LIFE INSURANCE COMPANY | 79 | $252K |
| Other(8 contracts, 2 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 1,073 | $107K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,465 | — |
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.
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.