| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCIATES INC | 2637 S 158TH PLAZA, STE 200 OMAHA, NE 68130 | ASSURITY LIFE INSURANCE COMPANY | $30K | — | $30K | 13.96% |
| HOLMES MURPHY & ASSOCIATES3 | 2727 GRAND PRAIRIE PKWY WAUKEE, IA 50263 | UNITED OF OMAHA LIFE INSURANCE CO | $18K | $4K | $22K | 18.75% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY AND ASSOCIATES INC | 13810 FNB PKWY OMAHA, NE 681545216 | AMERITAS LIFE INSURANCE CORP | — | $1K | $1K | 1.95% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCIATES, INC. | 2727 GRAND PRAIRIE PKWY WAUKEE, IA 50263 | CONTINENTAL AMERICAN INSURANCE CO | $675 | — | $675 | 7.12% |
| JAMIE L PECK3 | 4931 S 79TH STREET OMAHA, NE 68127 | CONTINENTAL AMERICAN INSURANCE CO | $98 | — | $98 | 1.03% |
| TODD H BURRER3 | 9709 S 176TH AVE OMAHA, NE 68136 | CONTINENTAL AMERICAN INSURANCE CO | $72 | — | $72 | 0.76% |
| KAYLEE A STONE3 | 440 REGENCY PKWY DR STE 234 OMAHA, NE 68114 | CONTINENTAL AMERICAN INSURANCE CO | $50 | — | $50 | 0.53% |
| CONSTANZO & ASSOCIATES INC3 | 10416 N 48TH ST OMAHA, NE 68152 | CONTINENTAL AMERICAN INSURANCE CO | $47 | — | $47 | 0.50% |
| LEESA J CHURCHILL3 | 13929 WOODRIDGE PATH SAVAGE, MN 55378 | CONTINENTAL AMERICAN INSURANCE CO | $14 | — | $14 | 0.15% |
| JENNIFER L DAVIES3 | 1712 E LAFAYETTE PL MILWAUKEE, WI 53202 | CONTINENTAL AMERICAN INSURANCE CO | $8 | — | $8 | 0.08% |
| THOMAS L PUGH3 | 201 W BURNSVILLE PKWY SUITE 116 BURNSVILLE, MN 55337 | CONTINENTAL AMERICAN INSURANCE CO | $3 | — | $3 | 0.03% |
| ROSS C NELSON3 | 2711 LEIGH LANE PAPILLION, NE 68133 | CONTINENTAL AMERICAN INSURANCE CO | $1 | — | $1 | 0.01% |
| HEATHER DENISE HOLLAND3 | 440 REGENCY PARKWAY DR STE 234 OMAHA, NE 68114 | CONTINENTAL AMERICAN INSURANCE CO | $1 | — | $1 | 0.01% |
| ANDERSON BENEFIT CO. INC.3 Filed as: ANDERSON BENEFIT GROUP, INC | 1915 E 8TH #3 FREMONT, NE 68025 | CONTINENTAL AMERICAN INSURANCE CO | $0 | — | $0 | 0.00% |
| MITCHELL FRIEHE & ASSOCIATES INC3 Filed as: MITCHELL FRIEHE & ASSOCIATES, INC | 16909 PALISADES DR OMAHA, NE 68136 | CONTINENTAL AMERICAN INSURANCE CO | $0 | — | $0 | 0.00% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCIATES INC | 2727 GRAND PRAIRIE PKWY WAUKEE, IA 50263 | UNITED OF OMAHA LIFE INSURANCE CO | $75 | $3K | $3K | 408.96% |
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 | 387 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 387 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | CONTINENTAL AMERICAN INSURANCE CO | 74 | $9K |
| Vision | AMERITAS LIFE INSURANCE CORP | 897 | $58K |
| Life insurance | ASSURITY LIFE INSURANCE COMPANY | 774 | $216K |
| Short-term disability(2 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE CO | 314 | $129K |
| Long-term disability(2 contracts, 2 carriers) | ASSURITY LIFE INSURANCE COMPANY | 774 | $217K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 897 | — |
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.