| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| AON CONSULTING INC3 Filed as: AON RISK SERVICES CENTRAL INC. | 75 REMITTANCE DR. SUITE 1446 CHICAGO, IL 60675 | SUN LIFE ASSURANCE COMPANY OF CANADA | $15K | $0 | $15K | 1.66% |
| MINDY SKIDMORE LLC3 | 2301 BURLINGTON ST. SUITE 200 NORTH KANSAS CITY, MO 64116 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $19K | $674 | $20K | 4.84% |
| OVERCOMER LLC3 | 5109 NE 55TH TERRACE KANSAS CITY, MO 64119 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $12K | $175 | $13K | 3.07% |
| THE C & S GROUP INC3 Filed as: THE C&S GROUP INC. | 2301 BURLINGTON ST. SUITE 200 NORTH KANSAS CITY, MO 64116 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $4K | $140 | $5K | 1.10% |
| JANA L MOHS3 | 8701 N. CHESTNUT AVE. APT. 301 KANSAS CITY, MO 64156 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $4K | $70 | $5K | 1.10% |
| KARA ROPER3 Filed as: KARA J ROPER | 8020 SW 4TH ST. BLUE SPRINGS, MO 64014 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $4K | $16 | $4K | 0.89% |
| CONSTANCE I LAGER3 | 5109 NE 55TH TERRACE KANSAS CITY, MO 64119 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $3K | $516 | $4K | 0.86% |
| KRISTY GRAMLICH INC3 | 7509 NW TIFFANY SPRING PKWY SUITE 100 KANSAS CITY, MO 64153 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $3K | $0 | $3K | 0.79% |
| BERNADETTE M PINNOCK3 | 547 NE NEWPORT DR. LEES SUMMIT, MO 64064 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $2K | $133 | $3K | 0.61% |
| STEVEN C STERTHMAN3 | 4701 NW CREEK SIDE LANE BLUE SPRINGS, MO 64015 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $2K | $0 | $2K | 0.53% |
| TARA M JORDAN3 | 800 LAKESHORE DR. TUSCOLA, IL 61953 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $2K | $0 | $2K | 0.50% |
| CHANDRA RENEE CARRIER3 | 10928 N. SKILES CT KANSAS CITY, MO 64157 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $2K | $216 | $2K | 0.50% |
| JESS GOLDEN3 Filed as: JESS P GOLDEN | 2002 W 48TH TERRACE WESTWOOD HILLS, KS 66205 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $2K | $0 | $2K | 0.40% |
| JEREMY FRYE & ASSOCIATES INC3 Filed as: JEREMY FRYE & ASSOCIATES INC. | 1508 N. CHURCH RD. SUITE B LIBERTY, MO 64068 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $1K | $252 | $1K | 0.33% |
| JOHN D TYLER3 | 130 DUCK HAWK WAY MARIETTA, SC 29661 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $1K | $0 | $1K | 0.28% |
| SUZANNE MCROBERTS3 Filed as: SUZANNE M MCROBERTS | 14445 NW 61ST STREET PARKVILLE, MO 64152 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $867 | $251 | $1K | 0.27% |
| CONSTANCE I LAGER3 | 115 E 4TH ST. MARYVILLE, MO 64468 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $999 | $0 | $999 | 0.24% |
| JEREMY FRYE & ASSOCIATES INC3 Filed as: JEREMY J FRYE | 1508 N CHURCH RD. SUITE B LIBERTY, MO 64068 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $861 | $138 | $999 | 0.24% |
| SENIOR MARKET SALES INC3 Filed as: SENIOR MARKET SALES, INC. | 510 MORGAN PLACE 8420 WEST DODGE RD. OMAHA, NE 68114 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $963 | $0 | $963 | 0.23% |
| BRIAN MILLS3 | 1116 REMINGTON PLZ SUITE A RAYMORE, MO 64083 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $692 | $251 | $943 | 0.23% |
| RANDY D ARNOLD3 | 115 E 4TH ST. MARYVILLE, MO 64468 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $934 | $0 | $934 | 0.23% |
| RONALD E KIRKLAND3 | 4 SOTHEBY PL SE GURLEY, AL 35748 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $883 | $0 | $883 | 0.21% |
| ERIC J HENNEGIN3 | 7604 S PEOGA RD. TRAFALGAR, IN 46181 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $791 | $0 | $791 | 0.19% |
| K GRAMLICH INC3 Filed as: K GRAMLICH INC. | 7509 NW TIFFANY SPRINGS PKWY 100 KANSAS CITY, MO 64153 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $698 | $0 | $698 | 0.17% |
| CHRISTI LANE FARNAN3 | 3109 NW OAKCREST DR. KANSAS CITY, MO 64151 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $442 | $0 | $442 | 0.11% |
| JULIA M OLSON3 | 3109 NW OAKCREST DR. KANSAS CITY, MO 64151 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $433 | $0 | $433 | 0.11% |
| KIM WELCH3 Filed as: KIM R WELCH | 503 S. WASHINGTON ST. OREGON, MO 64473 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $415 | $0 | $415 | 0.10% |
| PENNY K WRIGHT3 | 525 NE KARAPAT DR. KANSAS CITY, MO 64155 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $289 | $106 | $395 | 0.10% |
| JANET ZENTMIRE RIGSBY3 | 801 MELANAE CT. LIBERTY, MO 64068 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $325 | $0 | $325 | 0.08% |
| JEREMY FRYE & ASSOCIATES INC3 Filed as: JEREMY FRYE & ASSOCIATES, INC. | 1508 N CHURCH RD SUITE B LIBERTY, MO 64068 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $286 | $0 | $286 | 0.07% |
| TAMMY KELLER3 | 1201 NW 3RD STREET BLUE SPRINGS, MO 64014 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $270 | $0 | $270 | 0.07% |
| RANDY D ARNOLD3 | 115 E 4TH ST. SUITE 2 AND 4 MARYVILLE, MO 64468 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $251 | $0 | $251 | 0.06% |
| CHRISTOPHER SHAFER3 | 6001 E 99TH STREET KANSAS CITY, MO 64134 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $220 | $0 | $220 | 0.05% |
| SUSAN ANNE MILLER3 | 708 RAVEN RAYMORE, MO 64083 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $134 | $0 | $134 | 0.03% |
| LARON M PETERS3 | 4330 NORTHERN AVE. #1331 KANSAS CITY, MO 64133 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $133 | $0 | $133 | 0.03% |
| SUSAN L MASCARO3 | 18206 KRISTI RD. W LIBERTY, MO 64068 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $119 | $0 | $119 | 0.03% |
| LINDA SHELBY3 Filed as: LINDA D SHELBY | 115 E 4TH ST. SUITE 2 AND 4 MARYVILLE, MO 64468 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $112 | $0 | $112 | 0.03% |
| LINDEE M WARD3 Filed as: LINDEE M WARD INC. | 7509 NW TIFFANY SPRINGS PKWY SUITE 100 KANSAS CITY, MO 64153 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $84 | $21 | $105 | 0.03% |
| JOHNNA L BEEMER3 | 115 E 4TH ST. SUITE 4 MARYVILLE, MO 64468 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $85 | $0 | $85 | 0.02% |
| SHERI KENNARD GAUL3 Filed as: SHERI K GAUL PA | 426 MYRTLEWOOD RD. MELBOURNE, FL 32940 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $84 | $0 | $84 | 0.02% |
| TONYA A KELLEY3 Filed as: TONYA A. KELLEY | 9008 E 72ND TER. RAYTOWN, MO 64133 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $62 | $0 | $62 | 0.02% |
| DAWN CIERPIOT3 Filed as: DAWN R CIERPIOT | 10916 N WALLACE AVE. KANSAS CITY, MO 64157 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $42 | $0 | $42 | 0.01% |
| BETH ANN TAYLOR3 | 6022 NORTH 22ND STREET TERRACE SAINT JOSEPH, MO 64505 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $35 | $0 | $35 | 0.01% |
| MICHAEL ZIMMERMAN3 Filed as: MICHAEL ALBERT ROBINSON | 11640 MELROSE ST. APT. 190 OVERLAND PARK, KS 66210 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $33 | $0 | $33 | 0.01% |
| CHAS G HAAKE & SONS INC.3 | 4650 COLLEGE BLVD. SUITE 300 OVERLAND PARK, KS 66211 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $25 | $0 | $25 | 0.01% |
| NICOLE BETH JENKINS3 | 2301 BURLINGTON ST. SUITE 200 KANSAS CITY, MO 64116 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $22 | $0 | $22 | 0.01% |
| SUSAN MEEDER3 Filed as: SUSAN L MEEDER | 6005 W 102ND TER OVERLAND PARK, KS 66207 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $20 | $0 | $20 | 0.00% |
| MINDY M SKIDMORE3 | 2301 BURLINGTON ST. SUITE 200 NORTH KANSAS CITY, MO 64116 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $14 | $0 | $14 | 0.00% |
| WESNER ENTERPRISES LLC3 | 1508 N. CHURCH RD. SUITE B LIBERTY, MO 64068 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $13 | $0 | $13 | 0.00% |
| MARY ANSTEY3 | 704 MONROE ST. CUMBERLAND, IA 50843 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $11 | $0 | $11 | 0.00% |
| PAUL FLOTKEN3 Filed as: PAUL DUBRO | 754 BEAUVAIS CT. SAINT LOUIS, MO 63141 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $11 | $0 | $11 | 0.00% |
| THE LUTHER GROUP LLC3 | 3704 NW 74TH STREET KANSAS CITY, MO 64151 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $10 | $0 | $10 | 0.00% |
| RYAN LAGER3 | 2901 GILLHAM ROAD APT. 104 KANSAS CITY, MO 64108 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $9 | $0 | $9 | 0.00% |
| GARY WILLIAM FITCH3 | 2101 W BROADWAY SUITE 200 COLUMBIA, MO 65203 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $9 | $0 | $9 | 0.00% |
| GARY WILLIAM FITCH3 | 2101 CORONA ROAD 201 COLUMBIA, MO 65203 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $8 | $0 | $8 | 0.00% |
| JSA GROUP LLC3 | 1012 CLAYTON DOUGLAS CT. CHESTERFIELD, MO 63017 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $8 | $0 | $8 | 0.00% |
| MARY L STEPHANY3 | 736 1400TH STREET HARLAN, IA 51537 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $6 | $0 | $6 | 0.00% |
| CHARLOTTE A THORSON3 Filed as: CHARLOTTE A. THORSON | 1501 ROOSEVELT DR. ATLANTIC, IA 50022 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $6 | $0 | $6 | 0.00% |
| JOHN STEVE ALLEY3 Filed as: JOHN S. ALLEY | 1012 CLAYTON DOUGLAS CT. CHESTERFIELD, MO 63017 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $5 | $0 | $5 | 0.00% |
| WALL STREET FINANCIAL GRP3 Filed as: WALL STREET FIN. GRP. INC. | 1530 RAX COURT JEFFERSON CITY, MO 65109 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $4 | $0 | $4 | 0.00% |
| EXSEPTIONAL SERVICES INC3 Filed as: EXSEPTIONAL SERVICES INC. | 158 PRINTERS LANE NEW LONDON, NC 28127 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $4 | $0 | $4 | 0.00% |
| FLJ INC3 Filed as: FLJ INC. | 1600 HERITAGE LANDING SUITE 115 ST. CHARLES, MO 63303 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $4 | $0 | $4 | 0.00% |
| ASHTON CONSULTING INC3 Filed as: ASHTON CONSULTING INC. | 2101 W BROADWAY SUITE 200 COLUMBIA, MO 65203 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $3 | $0 | $3 | 0.00% |
| BRADLEY K HARRISON3 Filed as: BRADLEY K. HARRISON | 3432 W. TRUMAN BLVD. JEFFERSON CITY, MO 65109 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $3 | $0 | $3 | 0.00% |
| MYRNA L MURRAY3 | 2114 BOSTON BLVD SUITE 2 LANSING, MI 48910 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $3 | $0 | $3 | 0.00% |
| TONY J DELBEN3 | 143 SANDREED DR MOORESVILLE, NC 28117 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $3 | $0 | $3 | 0.00% |
| JUSTIN M FALLEIN3 | 14600 NW 66TH STREET PARKVILLE, MO 64152 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $2 | $0 | $2 | 0.00% |
| RYAN LAGER3 | 3630 GILLHAM RD. UNIT N304 KANSAS CITY, MO 64111 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $1 | $0 | $1 | 0.00% |
| HH ASSOCIATES LLC3 | 3432 W. TRUMAN BLVD. JEFFERSON CITY, MO 65109 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $1 | $0 | $1 | 0.00% |
| RICHARD R KIMBROUGH3 Filed as: RICHARD R. KIMBROUGH | 1972 MUIRFIELD WAY SE PALM BAY, FL 32909 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $1 | $0 | $1 | 0.00% |
| FMC ENTERPRISES INC3 Filed as: FMC ENTERPROSES INC. | PO BOX 220 FOLEY, AL 36536 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $1 | $0 | $1 | 0.00% |
| AON CONSULTING INC3 Filed as: AON RISK SOLUTIONS | — | TRANSAMERICA PREMIER LIFE INSURANCE COMPANY | $447 | $0 | $447 | 0.57% |
| MINDY M SKIDMORE3 | 3308 NW 84TH TERR KANSAS CITY, MO 64154 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | — | $1K | 5.88% |
| CONSTANCE I LAGER3 | 5109 NE 55TH TERRACE KANSAS CITY, MO 64119 | CONTINENTAL AMERICAN INSURANCE COMPANY | $454 | — | $454 | 1.80% |
| TARA JORDAN3 | 800 LAKESHORE DR. TUSCOLA, IL 61953 | CONTINENTAL AMERICAN INSURANCE COMPANY | $278 | — | $278 | 1.10% |
| CONSTANCE I LAGER3 | 5109 NE 55TH TERRACE KANSAS CITY, MO 64119 | CONTINENTAL AMERICAN INSURANCE COMPANY | $275 | — | $275 | 1.09% |
| JEREMY FRYE & ASSOCIATES INC3 Filed as: JEREMY FRYE & ASSOCIATES INC. | 1508 N. CHURCH ROAD SUITE B LIBERTY, MO 64068 | CONTINENTAL AMERICAN INSURANCE COMPANY | $225 | — | $225 | 0.89% |
| BRIAN MILLS3 Filed as: BRIAN A MILLS | 1402 W LUCY WEBB ROAD RAYMORE, MO 64083 | CONTINENTAL AMERICAN INSURANCE COMPANY | $141 | — | $141 | 0.56% |
| MATT SANNING3 | 512 SE ASHVILLE DRIVE LEES SUMMIT, MO 64063 | CONTINENTAL AMERICAN INSURANCE COMPANY | $100 | — | $100 | 0.40% |
| JANET ZENTMIRE RIGSBY3 Filed as: JANET Z LANGE | 801 MELANAE CT. LIBERTY, MO 64068 | CONTINENTAL AMERICAN INSURANCE COMPANY | $85 | — | $85 | 0.34% |
| TONYA A KELLEY3 | 9008 E. 72 TERRACE RAYTOWN, MO 64133 | CONTINENTAL AMERICAN INSURANCE COMPANY | $80 | — | $80 | 0.32% |
| SUZANNE MCROBERTS3 | 14445 NW 61ST STREET PARKVILLE, MO 64152 | CONTINENTAL AMERICAN INSURANCE COMPANY | $59 | — | $59 | 0.23% |
| JORDAN STEINERT ENTERPRISES INC.3 | 800 LAKESHORE DR. TUSCOLA, IL 61953 | CONTINENTAL AMERICAN INSURANCE COMPANY | $24 | — | $24 | 0.09% |
| CHANDRA R CARRIER3 | 17445 S. RIDGELY ROAD SMITHVILLE, MO 64089 | CONTINENTAL AMERICAN INSURANCE COMPANY | $24 | — | $24 | 0.09% |
| PENNY K WRIGHT3 | 525 NE KARAPAT DR. KANSAS CITY, MO 64155 | CONTINENTAL AMERICAN INSURANCE COMPANY | $23 | — | $23 | 0.09% |
| JENNIFER L BOYD (SMITH)3 Filed as: JENNIFER L BOYD SMITH | 319 N MAIN ST. SUITE 130 SPRINGFIELD, MO 65806 | CONTINENTAL AMERICAN INSURANCE COMPANY | $21 | — | $21 | 0.08% |
| WESNER ENTERPRISES LLC3 | 416 NE 101ST STREET KANSAS CITY, MO 64155 | CONTINENTAL AMERICAN INSURANCE COMPANY | $8 | — | $8 | 0.03% |
| LINDEE WARD3 Filed as: LINDEE WARD INC. | 2301 BURLINGTON NORTH KANSAS CITY, MO 64116 | CONTINENTAL AMERICAN INSURANCE COMPANY | $7 | — | $7 | 0.03% |
| THE C & S GROUP INC3 Filed as: THE C & S GROUP, INC. | 2301 BURLINGTON ST. N. KANSAS CITY, MO 64116 | CONTINENTAL AMERICAN INSURANCE COMPANY | $4 | — | $4 | 0.02% |
| SUSAN ANNE MILLER3 Filed as: SUSAN A MILLER | 708 RAVEN STREET RAYMORE, MO 64083 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2 | — | $2 | 0.01% |
| AON CONSULTING INC3 Filed as: AON RISK SERVICES CENTRAL, INC. | 11213 DAVENPORT ST. SUITE 201 OMAHA, NE 68154 | FOUR EVER LIFE INSURANCE COMPANY | $1K | $0 | $1K | 15.00% |
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 | 2,553 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 37 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,590 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | TRANSAMERICA PREMIER LIFE INSURANCE COMPANY | 30 | $78K |
| Life insurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 2,578 | $908K |
| Long-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 2,578 | $908K |
| Other(9 contracts, 8 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 2,578 | $1.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,578 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.