| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: ATHUR J GALLAGHER & CO | 2850 GOLF RD 5TH FLR ROLLING MEADOWS, IL 60008 | SYMETRA LIFE INSURANCE COMPANY | — | $8K | $8K | 1.90% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: ARTHUR J GALLAGHER & CO | 2850 GOLD RD 5TH FLR ROLLING MEADOWS, IL 60008 | SYMETRA LIFE INSURANCE COMPANY | — | $6K | $6K | 1.91% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES | 2 PIERCE PLACE 14TH FLOOR ITASCA, IL 60143 | DELTA DENTAL OF IOWA | $4K | $49 | $4K | 3.80% |
| TRUE NORTH COMPANIES LC3 Filed as: TRUE NORTH COMPANIES, LC | PO BOX 1863 CEDAR RAPIDS, IA 524061863 | DELTA DENTAL OF IOWA | $0 | $265 | $265 | 0.25% |
| THE VOGT GROUP3 | 1750 CREEK WOOD DR DUBUQUE, IA 52003 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $16K | — | $16K | 19.24% |
| MELODY B THOMPSON3 | 518 MAIN AVE BROOKINGS, SD 57006 | AFLAC | $3K | $420 | $4K | 4.97% |
| LARRY A. VOGT3 Filed as: LARRY A VOGT | 1750 CREEK WOOD DR DUBUQUE, IA 52003 | AFLAC | $1K | — | $1K | 1.88% |
| AWS INC3 | 1919 W 57TH ST SIOUX FALLS, SD 57108 | AFLAC | $984 | $136 | $1K | 1.56% |
| JACKSON NEWMAN3 | 518 MAIN AVE BROOKINGS, SD 57006 | AFLAC | $889 | — | $889 | 1.24% |
| CIERRA JILL MURPHY3 | 1212 MAIN AVE BROOKINGS, SD 57006 | AFLAC | $791 | $88 | $879 | 1.22% |
| JESSE VAL CURRIER3 | 2011 ELMWOOD DR BROOKINGS, SD 57006 | AFLAC | $348 | $123 | $471 | 0.66% |
| TRACY L HOSTLER3 | 3922 S WESTERN AVE SIOUX FALLS, SD 57105 | AFLAC | $345 | — | $345 | 0.48% |
| NICOLE LEWANDOWSKI3 | 708 7TH AVE BROOKINGS, SD 57006 | AFLAC | $207 | — | $207 | 0.29% |
| JACKIE M HOERNER3 | 3922 S WESTERN AVE SIOUX FALLS, SD 57105 | AFLAC | $190 | — | $190 | 0.26% |
| JACQUELINE C NELSON3 | 1833 9TH AVE S BROOKINGS, SD 57006 | AFLAC | $165 | $19 | $184 | 0.26% |
| DAVID P AESOPH3 | 2700 W NICOLE DR SIOUX FALLS, SD 57105 | AFLAC | $172 | — | $172 | 0.24% |
| SARAH KNEIP3 | 1218 6TH ST BROOKINGS, SD 57006 | AFLAC | $165 | — | $165 | 0.23% |
| MICHAEL D EVANS JR3 | 113 5TH ST SE WATERTOWN, SD 57201 | AFLAC | $132 | — | $132 | 0.18% |
| CASSIDY A GOLDSTINE3 | 3922 S WESTERN AVE SIOUX FALLS, SD 57105 | AFLAC | $127 | — | $127 | 0.18% |
| KATHRYN REISWIG3 | 920 N CHICAGO AVE APT 3 MADISON, SD 57042 | AFLAC | $117 | — | $117 | 0.16% |
| BOEN & ASSOCIATES INC3 Filed as: BOEN & ASSOCIATES | 307 W 41ST ST SIOUX FALLS, SD 57105 | AFLAC | $112 | — | $112 | 0.16% |
| JADE COMPANIES LLC3 | 518 MAIN AVE BROOKINGS, SD 57006 | AFLAC | $88 | — | $88 | 0.12% |
| MARY E NOSBUSH3 | PO BOX 14 GARY, SD 57237 | AFLAC | $59 | — | $59 | 0.08% |
| KRISTIN KRUEGER3 | 804 KENT ST HARRISBURG, SD 57032 | AFLAC | $54 | — | $54 | 0.08% |
| BRADY L WEISENBERGER3 | 4840 AMBER VALLEY PKWY S STE C FARGO, ND 58104 | AFLAC | $34 | — | $34 | 0.05% |
| JOLYNNE M MACK3 | 113 5TH ST SE WATERTOWN, SD 57201 | AFLAC | $34 | — | $34 | 0.05% |
| DONNA K BYE3 | 2326 S LAKEPORT ST SIOUX CITY, IA 51106 | AFLAC | $33 | — | $33 | 0.05% |
| ABBY J BREITLING3 | 3500 S PHILLIPS AVE STE 101 SIOUX FALLS, SD 57105 | AFLAC | $22 | — | $22 | 0.03% |
| VICKI L ANDERSON3 | 521 FRENCH LN DUNDAS, MN 55019 | AFLAC | $19 | — | $19 | 0.03% |
| DARREN J FERNER3 | 301 BOBWHITE CIR DAKOTA DUNES, SD 57049 | AFLAC | $18 | — | $18 | 0.03% |
| RIVER VIEW INC3 | 43127 NW JIM RIVER RD LESTERVILLE, SD 57040 | AFLAC | $15 | — | $15 | 0.02% |
| PATRICK O'LEARY3 Filed as: PATRICK O' LEARY | 203 W BRIDGE ST REDWOOD FALLS, MN 56283 | AFLAC | $13 | — | $13 | 0.02% |
| DONALD D ONEILL3 | 8716 W 32ND ST SIOUX FALLS, SD 57106 | AFLAC | $11 | — | $11 | 0.02% |
| NANCY R VANDENBERGE3 Filed as: NANCY R VANDERBERGE | 7565 S GRAND ARBOR PL SIOUX FALLS, SD 57108 | AFLAC | $9 | — | $9 | 0.01% |
| BARRY CAMPBELL3 | 2798 COUNTY ROAD 80 ALGER, OH 45812 | AFLAC | $8 | — | $8 | 0.01% |
| DAWN A BRADLEY3 | 2204 EVERGREEN DR KASOTA, MN 56050 | AFLAC | $7 | — | $7 | 0.01% |
| RONDA ROSE-KAYSER3 | 2320 SIENNA CIR TEA, SD 57064 | AFLAC | $7 | — | $7 | 0.01% |
| BRICE L CAMPBELL3 | 360 LIBERTY HEIGHTS DR CHASKA, MN 55318 | AFLAC | $7 | — | $7 | 0.01% |
| STAN DALZELL3 | 100 SHORE RD APT F11 SOMERS POINT, NJ 08244 | AFLAC | $5 | — | $5 | 0.01% |
| GREGORY PROSCH3 | 9712 ALMOND AVE N MINNEAPOLIS, MN 55443 | AFLAC | $5 | — | $5 | 0.01% |
| LISA K UHLIR3 | 8516 E WILLOW RIDGE PL SIOUX FALLS, SD 57110 | AFLAC | $5 | — | $5 | 0.01% |
| PATRICIA A EDWARDS3 | 37454 HILLTOP DR WASECA, MN 56093 | AFLAC | $5 | — | $5 | 0.01% |
| JON G HANSEN3 | PO BOX 343 SLEEPY EYE, MN 56085 | AFLAC | $3 | — | $3 | 0.00% |
| RICHARD H TOBIAS3 | 416 W JEFFERSON AVE LINWOOD, NJ 08221 | AFLAC | $3 | — | $3 | 0.00% |
| MICHAEL D EVANS JR3 Filed as: MICHAEL J TOMLINSON | 40 PARADISE DR WATERTOWN, SD 57201 | AFLAC | $3 | — | $3 | 0.00% |
| RUSSELL M FERREE3 | 17804 N PHOENICIAN DR SURPRISE, AZ 85374 | AFLAC | $2 | — | $2 | 0.00% |
| CHARLES L GRAY3 | 3122 MARIAS DR FORT WAYNE, IN 46815 | AFLAC | $2 | — | $2 | 0.00% |
| SHERRY M ADAMS3 | 7227 W LANCASTER CIR SIOUX FALLS, SD 57106 | AFLAC | $2 | — | $2 | 0.00% |
| CORY L CAMPBELL3 | 13139 FERRIS CT APPLE VALLEY, MN 55124 | AFLAC | $2 | — | $2 | 0.00% |
| LORENZO V CUTAIA3 | 123 AZALEA LN EGG HARBOR TOWNSHIP, NJ 08234 | AFLAC | $1 | — | $1 | 0.00% |
| DOUGLAS HASLIP3 | 7227 W LANCASTER CIR SIOUX FALLS, SD 57106 | AFLAC | $1 | — | $1 | 0.00% |
| MATTHEW R LORENZ3 | 1021 PROSPECT POINTE RD JORDAN, MN 55352 | AFLAC | $1 | — | $1 | 0.00% |
| ALBERT SHUST3 | 200 CENTENNIAL AVE STE 105 PISCATAWAY, NJ 08854 | AFLAC | $1 | — | $1 | 0.00% |
| THE VOGT GROUP3 | 1750 CREEK WOOD DR DUBUQUE, IA 52003 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $5K | — | $5K | 9.11% |
| THE VOGT GROUP3 Filed as: VOGT GROUP, INC | 1055 UNIVERSITY AVE DUBUQUE, IA 52001 | HCC LIFE INSURANCE COMPANY | $5K | — | $5K | 10.01% |
| THE VOGT GROUP3 Filed as: VOGT GROUP, INC. | 1750 CREEK WOOD DR DUBUQUE, IA 52003 | VISION SERVICE PLAN | $1K | — | $1K | 3.49% |
| THE VOGT GROUP3 | 1750 CREEK WOOD DR DUBUQUE, IA 520037603 | VISION SERVICE PLAN | $4K | — | $4K | 9.97% |
| THE VOGT GROUP3 | 1750 CREEK WOOD DR DUBUQUE, IA 520037603 | VISION SERVICE PLAN | $1K | — | $1K | 4.60% |
| THE VOGT GROUP3 Filed as: THE VOGT GROUP INC | 1055 UNIVERSITY AVE DUBUQUE, IA 52001 | UNITED HEALTHCARE INSURANCE COMPANY | $3K | — | $3K | 10.00% |
| THE VOGT GROUP3 | 1750 CREEK WOOD DR DUBUQUE, IA 52003 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $2K | — | $2K | 8.42% |
| BRITNEY J GOODDING3 | 1716 S 9TH AVE ELDRIDGE, IA 52748 | AFLAC | $1K | $168 | $1K | 5.99% |
| LARRY A. VOGT3 Filed as: LARRY A VOGT | 1750 CREEK WOOD DR DUBUQUE, IA 52003 | AFLAC | $531 | — | $531 | 2.17% |
| TONYA L REMLEY3 | 1225 E RIVER DR STE 302 DAVENPORT, IA 52803 | AFLAC | $262 | $47 | $309 | 1.26% |
| DONNA R WATSON3 | 329 LA JOYA PASS LEANDER, TX 78641 | AFLAC | $239 | — | $239 | 0.98% |
| MATTHEW J SCHNEIDER3 | 1225 E RIVER DR DAVENPORT, IA 52803 | AFLAC | $165 | — | $165 | 0.67% |
| MATTHEW D BUTLER3 | 123 CENTER PARK DR STE 102 KNOXVILLE, TN 37922 | AFLAC | $30 | — | $30 | 0.12% |
| LAUREN E WEIBERT3 | 114 BATTLE AVE FRANKLIN, TN 37064 | AFLAC | $20 | — | $20 | 0.08% |
| DAVID C CLOUD JR3 | 12 TRENT DR SE ROME, GA 30161 | AFLAC | $18 | — | $18 | 0.07% |
| SCOTT R FRITCHER3 | 3511 131ST ST URBANDALE, IA 50323 | AFLAC | $14 | — | $14 | 0.06% |
| KAE HUGHES3 | 1805 30TH ST MOLINE, IL 61265 | AFLAC | $11 | — | $11 | 0.04% |
| AUSTIN J PETERSON3 | 11116 AURORA AVE URBANDALE, IA 50322 | AFLAC | $11 | — | $11 | 0.04% |
| CASSIDY A GOLDSTINE3 | 3922 S WESTERN AVE SIOUX FALLS, SD 57105 | AFLAC | $10 | — | $10 | 0.04% |
| MELODY B THOMPSON3 | 518 MAIN AVE BROOKINGS, SD 57006 | AFLAC | $10 | — | $10 | 0.04% |
| KACY A GRUENKEMEYER3 | 588 CLINGMANS LN CHATTANOOGA, TN 37419 | AFLAC | $7 | — | $7 | 0.03% |
| DAVID P AESOPH3 | 2700 W NICOLE DR SIOUX FALLS, SD 57105 | AFLAC | $5 | — | $5 | 0.02% |
| ALEXANDER B WARD3 | 5194 FOREST VIEW CT SE MABLETON, GA 30126 | AFLAC | $5 | — | $5 | 0.02% |
| AMY A O SHIELDS3 Filed as: AMY O SHIELDS | 5159 CALGARY DR DOUGLASVILLE, GA 30135 | AFLAC | $5 | — | $5 | 0.02% |
| MICHAEL D EVANS JR3 | 113 5TH ST SE WATERTOWN, SD 57201 | AFLAC | $4 | — | $4 | 0.02% |
| BERNARD J BRAZEAU3 | 6705 GRIMES ST INDIANOLA, IA 50125 | AFLAC | $3 | — | $3 | 0.01% |
| HEATHER D SWANSON3 | 115 SE BAYTREE DR WAUKEE, IA 50263 | AFLAC | $3 | — | $3 | 0.01% |
| SARA KNEIP3 | 1218 6TH ST BROOKINGS, SD 57006 | AFLAC | $3 | — | $3 | 0.01% |
| BRADY L WEISENBERGER3 | 4840 AMBER VALLEY PKWY S STE C FARGO, ND 58104 | AFLAC | $1 | — | $1 | 0.00% |
| JOLYNNE M MACK3 | 113 5TH ST SE WATERTOWN, SD 57201 | AFLAC | $1 | — | $1 | 0.00% |
| THE VOGT GROUP3 Filed as: THE VOGT GROUP INC | 1055 UNIVERSITY AVE DUBUQUE, IA 52001 | UNITED HEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 10.01% |
| BRITNEY J GOODDING3 | 1716 S 9TH AVE ELDRIDGE, IA 52748 | AFLAC | $848 | $16 | $864 | 4.28% |
| LARRY A. VOGT3 Filed as: LARRY A VOGT | 1750 CREEK WOOD DR DUBUQUE, IA 52003 | AFLAC | $408 | — | $408 | 2.02% |
| DONNA R WATSON3 | 329 LA JOYA PASS LEANDER, TX 78641 | AFLAC | $293 | — | $293 | 1.45% |
| MATTHEW J SCHNEIDER3 | 1225 E RIVER DR DAVENPORT, IA 52803 | AFLAC | $157 | — | $157 | 0.78% |
| TONYA L REMLEY3 | 1225 E RIVER DR, SUITE 302 DAVENPORT, IA 52803 | AFLAC | $101 | $7 | $108 | 0.54% |
| STEPHANIE M MORRIS3 | 4479 BUNKER HILL DR BETTENDORF, IA 52722 | AFLAC | $92 | — | $92 | 0.46% |
| LAUREN E WEIBERT3 | 114 BATTLE AVE FRANKLIN, TN 37064 | AFLAC | $63 | — | $63 | 0.31% |
| SUSAN M PRAUL3 | 3461 29TH ST BETTENDORF, IA 52722 | AFLAC | $33 | — | $33 | 0.16% |
| DOREEN R TOWNSEND3 | 341 W HEATHER GLEN DR ELDRIDGE, IA 52748 | AFLAC | $23 | — | $23 | 0.11% |
| AUSTIN J PETERSON3 | 11116 AURORA AVE URBANDALE, IA 50322 | AFLAC | $22 | — | $22 | 0.11% |
| SCOTT R FRITCHER3 | 3511 131ST ST URBANDALE, IA 50323 | AFLAC | $21 | — | $21 | 0.10% |
| KAE HUGHES3 | 1805 30TH ST MOLINE, IL 61265 | AFLAC | $19 | — | $19 | 0.09% |
| ROBERT M DEARING3 | 305 MELROSE MONTEBELLO PKWY NATCHEZ, MS 39120 | AFLAC | $10 | — | $10 | 0.05% |
| AON CONSULTING INC3 Filed as: C HEWITT INC | 308 LAKE VILLAGE DR MADISON, MS 39910 | AFLAC | $6 | — | $6 | 0.03% |
| MATTHEW D BUTLER3 | 123 CENTER PARK DR STE 102 KNOXVILLE, TN 37922 | AFLAC | $4 | — | $4 | 0.02% |
| D P SMITH3 | 519 SHALOM WAY FLOWOOD, MS 39232 | AFLAC | $3 | — | $3 | 0.01% |
| HEATHER D SWANSON3 | 115 SE BAYTREE DR WAUKEE, IA 50263 | AFLAC | $1 | — | $1 | 0.00% |
| J DAVID BUTLER3 | 105 LONG LEAF PL MADISON, MS 39110 | AFLAC | $1 | — | $1 | 0.00% |
| THE VOGT GROUP3 | 1750 CREEKWOOD DRIVE DUBUQUE, IA 52003 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $743 | — | $743 | 15.00% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| UMR, INC. EIN 39-1995276 CLAIMS PROCESSING | Claims processing Service code 12 | 11 SCOTT STREET WAUSAU, WI 544034808 | $301K |
| GALLAGHER BENEFIT SERVICES EIN 36-4291971 BROKER | Other commissions Service code 55 | 2850 GOLD ROAD ROLLING MEADOWS, IL 60008 | $6K |
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 | 1,090 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 10 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,100 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 2 carriers) | WELLMARK BLUE CROSS AND BLUE SHIELD OF SOUTH DAKOTA | 202 | $1.7M |
| Dental | DELTA DENTAL OF IOWA | 231 | $104K |
| Vision(3 contracts) | VISION SERVICE PLAN | 222 | $107K |
| Life insurance(5 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 1,149 | $226K |
| Short-term disability(4 contracts, 2 carriers) | AFLAC | 95 | $167K |
| Long-term disability(5 contracts, 2 carriers) | AFLAC | 95 | $172K |
| Stop-loss / reinsurancereinsurance(3 contracts) | SYMETRA LIFE INSURANCE COMPANY | 369 | $1.1M |
| Other(8 contracts, 4 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 1,149 | $323K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,149 | — |
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."
No prospect flags tripped on this filing.