| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: ARTHUR J GALLAGHER & CO | 2850 GOLF RD 5TH FLR ROLLING MEADOWS, IL 60008 | SYMETRA LIFE INSURANCE COMPANY | — | $4K | $4K | 1.25% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: ARTHUR J GALLAGHER & CO | 2850 GOLF RD 5TH FLR ROLLING MEADOWS, IL 60008 | SYMETRA LIFE INSURANCE COMPANY | — | $3K | $3K | 1.01% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES | 2 PIERCE PLACE 14TH FLOOR ITASCA, IL 60143 | DELTA DENTAL OF IOWA | $3K | $114 | $3K | 3.34% |
| MELODY B THOMPSON3 | 518 MAIN AVE BROOKINGS, SD 57006 | AFLAC | $5K | $121 | $5K | 5.55% |
| JACKSON NEWMAN3 | 518 MAIN AVE BROOKINGS, SD 57006 | AFLAC | $4K | $205 | $4K | 5.02% |
| LARRY A. VOGT3 Filed as: LARRY A VOGT | 1750 CREEK WOOD DR DUBUQUE, IA 52003 | AFLAC | $4K | — | $4K | 4.70% |
| JADE COMPANIES LLC3 | 518 MAIN AVE BROOKINGS, SD 57006 | AFLAC | $3K | $52 | $3K | 3.37% |
| AWS INC3 | 1919 W 57TH ST STE 101 SIOUX FALLS, SD 57108 | AFLAC | $2K | $84 | $2K | 2.70% |
| NICOLE MEESTER3 | 1002 N CAROL ST LUVERNE, MN 56156 | AFLAC | $1K | $12 | $1K | 1.50% |
| TRACY L HOSTLER3 | 518 MAIN AVE BROOKINGS, SD 57006 | AFLAC | $192 | — | $192 | 0.23% |
| SARA KNEIP3 | 1500 FRANKLIN AVE BROOKINGS, SD 57006 | AFLAC | $154 | — | $154 | 0.18% |
| DAVID P AESOPH3 | 2700 W NICOLE DR SIOUX FALLS, SD 57105 | AFLAC | $137 | — | $137 | 0.16% |
| NADINE THERESA POLLMAN3 | 1306 SUMMIT CIR BROOKINGS, SD 57006 | AFLAC | $99 | — | $99 | 0.12% |
| MICHAEL D EVANS JR3 | 113 5TH ST SE WATERTOWN, SD 57201 | AFLAC | $98 | — | $98 | 0.12% |
| JESSE VAL CURRIER3 | 2011 ELMWOOD DR BROOKINGS, SD 57006 | AFLAC | $62 | — | $62 | 0.07% |
| BOEN & ASSOCIATES INC3 Filed as: BOEN & ASSOCIATES | 307 W 41ST ST SIOUX FALLS, SD 57105 | AFLAC | $60 | — | $60 | 0.07% |
| JACKIE MARIE BAUER3 | 1919 W 57TH ST STE 101 SIOUX FALLS, SD 57108 | AFLAC | $54 | — | $54 | 0.06% |
| CIERRA JILL MURPHY3 | 1212 MAIN AVE S BROOKINGS, SD 57006 | AFLAC | $42 | — | $42 | 0.05% |
| CASSIDY A GOLDSTINE3 | 3922 S WESTERN AVE SIOUX FALLS, SD 57105 | AFLAC | $39 | — | $39 | 0.05% |
| BRITNEY J GOODDING3 | 1716 S 9TH AVE ELDRIDGE, IA 52748 | AFLAC | $38 | — | $38 | 0.04% |
| CARRIE A KNIPS3 | 6404 S VINEYARD AVE SIOUX FALLS, SD 57108 | AFLAC | $26 | $7 | $33 | 0.04% |
| BRADY L WEISENBERGER3 | 4840 AMBER VALLEY PKWY S STE C FARGO, ND 58104 | AFLAC | $27 | — | $27 | 0.03% |
| JOLYNNE M MACK3 | 1301 4TH ST NE WATERTOWN, SD 57201 | AFLAC | $27 | — | $27 | 0.03% |
| MATTHEW J SCHNEIDER3 | 1225 E RIVER DR DAVENPORT, IA 52803 | AFLAC | $22 | — | $22 | 0.03% |
| CASSIDY A GOLDSTINE3 | 1919 W 57TH ST STE 101 SIOUX FALLS, SD 57108 | AFLAC | $21 | — | $21 | 0.02% |
| ABBY J BREITLING3 | 3500 S PHILLIPS AVE STE 101 SIOUX FALLS, SD 57105 | AFLAC | $19 | — | $19 | 0.02% |
| MARY E NOSBUSH3 | PO BOX 14 GARY, SD 57237 | AFLAC | $15 | — | $15 | 0.02% |
| DONNA R WATSON3 | 329 LA JOYA PASS LEANDER, TX 78641 | AFLAC | $15 | — | $15 | 0.02% |
| DONALD D ONEILL3 | 2230 N MAIN AVE APT 3 TEA, SD 57064 | AFLAC | $14 | — | $14 | 0.02% |
| NANCY R VANDENBERGE3 | 410 E MARY MOORE DR TEA, SD 57064 | AFLAC | $9 | — | $9 | 0.01% |
| JACQUELINE C NELSON3 | 1833 9TH AVE S BROOKINGS, SD 57006 | AFLAC | $6 | — | $6 | 0.01% |
| THE VOGT GROUP3 | 1750 CREEK WOOD DR DUBUQUE, IA 52003 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $16K | — | $16K | 20.00% |
| THE VOGT GROUP3 | 1750 CREEK WOOD DR DUBUQUE, IA 52003 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $5K | — | $5K | 8.84% |
| THE VOGT GROUP3 | 1750 CREEK WOOD DR DUBUQUE, IA 520037603 | VISION SERVICE PLAN | $1K | — | $1K | 3.59% |
| HORAK INSURANCE, INC.3 | 115 E WASHINGTON ST WASHINGTON, IA 523532022 | VISION SERVICE PLAN | $235 | — | $235 | 0.63% |
| THE VOGT GROUP3 Filed as: VOGT GROUP, INC | 1055 UNIVERSITY AVE DUBUQUE, IA 52001 | HCC LIFE INSURANCE COMPANY | $4K | — | $4K | 10.00% |
| REMLEY BENEFITS LLC3 | 1225 E RIVER DR STE 302 DAVENPORT, IA 52803 | AFLAC | $4K | — | $4K | 10.21% |
| LARRY A. VOGT3 Filed as: LARRY A VOGT | 1750 CREEK WOOD DR DUBUQUE, IA 52003 | AFLAC | $2K | — | $2K | 4.29% |
| BRITNEY J GOODDING3 | 1716 S 9TH AVE ELDRIDGE, IA 52748 | AFLAC | $922 | — | $922 | 2.58% |
| CORY D NELSON3 | 215 HIGHWAY 965 NE STE 3 NORTH LIBERTY, IA 52317 | AFLAC | $359 | — | $359 | 1.01% |
| DONNA R WATSON3 | 329 LA JOYA PASS LEANDER, TX 78641 | AFLAC | $231 | — | $231 | 0.65% |
| HOLLY A BRINK3 | 1201 A AVE W OSKALOOSA, IA 52577 | AFLAC | $202 | — | $202 | 0.57% |
| STEPHANIE M MORRIS3 | 4479 BUNKER HILL DR BETTENDORF, IA 52722 | AFLAC | $181 | — | $181 | 0.51% |
| MATTHEW J SCHNEIDER3 | 1225 E RIVER DR DAVENPORT, IA 52803 | AFLAC | $127 | — | $127 | 0.36% |
| DAVID C CLOUD JR3 | 12 TRENT DR SE ROME, GA 30161 | AFLAC | $23 | — | $23 | 0.06% |
| MATTHEW D BUTLER3 | 123 CENTER PARK DR STE 102 KNOXVILLE, TN 37922 | AFLAC | $21 | — | $21 | 0.06% |
| SCOTT R FRITCHER3 | 7408 LONGBOAT DR JOHNSTON, IA 50131 | AFLAC | $14 | — | $14 | 0.04% |
| AUSTIN J PETERSON3 | 11116 AURORA AVE URBANDALE, IA 50322 | AFLAC | $14 | — | $14 | 0.04% |
| KAE HUGHES3 Filed as: KAE L HUGHES | 1805 30TH ST MOLINE, IL 61265 | AFLAC | $14 | — | $14 | 0.04% |
| KACY A GRUENKEMEYER3 | 558 CLINGMANS LN CHATTANOOGA, TN 37419 | AFLAC | $10 | — | $10 | 0.03% |
| ALEXANDER B WARD3 | 5194 FOREST VIEW CT SE MABLETON, GA 30126 | AFLAC | $6 | — | $6 | 0.02% |
| AMY A O SHIELDS3 Filed as: AMY O SHIELDS | 5159 CALGARY DR DOUGLASVILLE, GA 30135 | AFLAC | $6 | — | $6 | 0.02% |
| BERNARD J BRAZEAU3 | 6705 GRIMES ST INDIANOLA, IA 50125 | AFLAC | $2 | — | $2 | 0.01% |
| HEATHER D SWANSON3 | 115 SE BAYTREE DR WAUKEE, IA 50263 | AFLAC | $2 | — | $2 | 0.01% |
| LAUREN E WEIBERT3 | 114 BATTLE AVE FRANKLIN, TN 37064 | AFLAC | $1 | — | $1 | 0.00% |
| THE VOGT GROUP3 | 1750 CREEK WOOD DR DUBUQUE, IA 520037603 | VISION SERVICE PLAN | $3K | — | $3K | 9.99% |
| THE VOGT GROUP3 Filed as: THE VOGT GROUP INC | 1055 UNIVERSITY AVE DUBUQUE, IA 52001 | UNITED HEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 7.57% |
| THE VOGT GROUP3 | 1750 CREEK WOOD DR DUBUQUE, IA 520037603 | VISION SERVICE PLAN | $1K | — | $1K | 4.80% |
| REMLEY BENEFITS LLC3 | 1225 E RIVER DR STE 302 DAVENPORT, IA 52803 | AFLAC | $1K | — | $1K | 4.88% |
| LARRY A. VOGT3 Filed as: LARRY A VOGT | 1750 CREEK WOOD DR DUBUQUE, IA 52003 | AFLAC | $971 | — | $971 | 3.83% |
| KAE HUGHES3 Filed as: KAE L HUGHES | 1805 30TH ST MOLINE, IL 61265 | AFLAC | $677 | — | $677 | 2.67% |
| BRITNEY J GOODDING3 | 1716 S 9TH AVE ELDRIDGE, IA 52748 | AFLAC | $664 | — | $664 | 2.62% |
| CORY D NELSON3 | 215 HIGHWAY 965 NE STE 3 NORTH LIBERTY, IA 52317 | AFLAC | $290 | — | $290 | 1.14% |
| DONNA R WATSON3 | 329 LA JOYA PASS LEANDER, TX 78641 | AFLAC | $270 | — | $270 | 1.07% |
| STEPHANIE M MORRIS3 | 4479 BUNKER HILL DR BETTENDORF, IA 52722 | AFLAC | $173 | — | $173 | 0.68% |
| REMLEY BENEFITS LLC3 | 1531 N 2ND ST STE 2 CLINTON, IA 52732 | AFLAC | $140 | — | $140 | 0.55% |
| MATTHEW J SCHNEIDER3 | 1225 E RIVER DR DAVENPORT, IA 52803 | AFLAC | $116 | — | $116 | 0.46% |
| LAUREN E WEIBERT3 | 4561 MAJESTIC MEADOWS DR ARRINGTON, TN 37014 | AFLAC | $77 | — | $77 | 0.30% |
| HOLLY A BRINK3 | 1201 A AVE W OSKALOOSA, IA 52577 | AFLAC | $42 | — | $42 | 0.17% |
| AUSTIN J PETERSON3 | 11116 AURORA AVE URBANDALE, IA 50322 | AFLAC | $22 | — | $22 | 0.09% |
| SCOTT R FRITCHER3 | 7408 LONGBOAT DR JOHNSTON, IA 50131 | AFLAC | $21 | — | $21 | 0.08% |
| DOREEN R TOWNSEND3 | 341 W HEATHER GLEN DR ELDRIDGE, IA 52748 | AFLAC | $1 | — | $1 | 0.00% |
| SUSAN M PRAUL3 | 3461 29TH ST BETTENDORF, IA 52722 | AFLAC | $1 | — | $1 | 0.00% |
| ROBERT M DEARING3 | 305 MELROSE MONTEBELLO PKWY NATCHEZ, MS 39120 | AFLAC | $1 | — | $1 | 0.00% |
| AON CONSULTING INC3 Filed as: C HEWITT INC | 308 LAKE VILLAGE DR MADISON, MS 39110 | AFLAC | $1 | — | $1 | 0.00% |
| MATTHEW D BUTLER3 | 123 CENTER PARK DR STE 102 KNOXVILLE, TN 37922 | AFLAC | $1 | — | $1 | 0.00% |
| D P SMITH3 | 519 SHALOM WAY FLOWOOD, MS 39232 | AFLAC | $1 | — | $1 | 0.00% |
| HEATHER D SWANSON3 | 115 SE BAYTREE DR WAUKEE, IA 50263 | 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 | 9.98% |
| THE VOGT GROUP3 | 1750 CREEK WOOD DR DUBUQUE, IA 52003 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $2K | — | $2K | 9.34% |
| THE VOGT GROUP3 | 1750 CREEKWOOD DRIVE DUBUQUE, IA 52003 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $1K | — | $1K | 15.00% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| UMR, INC. EIN 39-1995276 CLAIMS PROCESSING | Claims processing Service code 12 | 11 SCOTT STREET WAUSAU, WI 544034808 | $246K |
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 | 1,007 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 7 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,014 | 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 | 187 | $1.9M |
| Dental | DELTA DENTAL OF IOWA | 207 | $97K |
| Vision(3 contracts) | VISION SERVICE PLAN | 218 | $100K |
| Life insurance(5 contracts, 2 carriers) | AFLAC | 1,027 | $247K |
| Short-term disability(4 contracts, 2 carriers) | AFLAC | 99 | $208K |
| Long-term disability(5 contracts, 2 carriers) | AFLAC | 99 | $214K |
| Stop-loss / reinsurancereinsurance(3 contracts) | SYMETRA LIFE INSURANCE COMPANY | 355 | $1.1M |
| Other(8 contracts, 4 carriers) | AFLAC | 1,027 | $337K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,027 | — |
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.