| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES | 3925 FOUNTAINS BLVD NE #104 CEDAR RAPIDS, IA 52411 | SYMETRA LIFE INSURANCE COMPANY | — | $26K | $26K | 3.54% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES | 3925 FOUNTAINS BLVD NE #104 CEDAR RAPIDS, IA 52411 | SYMETRA LIFE INSURANCE COMPANY | — | $15K | $15K | 3.99% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 3925 FOUNTAINS BLVD NE #104 CEDAR RAPIDS, IA 52411 | SYMETRA LIFE INSURANCE COMPANY | — | $13K | $13K | 3.95% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES | 2 PIERCE PLACE 14TH FLOOR ITASCA, IL 60143 | DELTA DENTAL OF IOWA | $2K | $213 | $3K | 2.28% |
| GROUP SOLUTIONS LLC3 Filed as: GROUP SOLUTIONS, LLC | 16703 RIVER ROAD NORTH BRANCH, MN 55056 | DELTA DENTAL OF IOWA | $482 | — | $482 | 0.42% |
| THE VOGT GROUP3 | 1750 CREEK WOOD DR DUBUQUE, IA 52003 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $21K | — | $21K | 20.00% |
| JACKSON NEWMAN3 | 518 MAIN AVE BROOKINGS, SD 57006 | AFLAC | $4K | $165 | $4K | 4.66% |
| LARRY A. VOGT3 Filed as: LARRY A VOGT | 1750 CREEK WOOD DR DUBUQUE, IA 52003 | AFLAC | $3K | — | $3K | 3.69% |
| JADE COMPANIES LLC3 Filed as: JADE NELSON WITHERS | 518 MAIN AVE BROOKINGS, SD 57006 | AFLAC | $2K | $82 | $2K | 2.37% |
| MELODY B THOMPSON3 | 1601 BLAIRHILL CIR BROOKINGS, SD 57006 | AFLAC | $2K | $26 | $2K | 2.19% |
| AWS INC3 | 1919 W 57TH ST STE 101 SIOUX FALLS, SD 57108 | AFLAC | $1K | $82 | $1K | 1.71% |
| TRACY L HOSTLER3 | 518 MAIN AVE BROOKINGS, SD 57006 | AFLAC | $1K | — | $1K | 1.58% |
| MELODY B THOMPSON3 | 518 MAIN AVE BROOKINGS, SD 57006 | AFLAC | $845 | $111 | $956 | 1.13% |
| NADINE THERESA POLLMAN3 | 1306 SUMMIT CIR BROOKINGS, SD 57006 | AFLAC | $392 | — | $392 | 0.46% |
| JOLYNNE M MACK3 | 1301 4TH ST NE WATERTOWN, SD 57201 | AFLAC | $348 | — | $348 | 0.41% |
| NICOLE MEESTER3 | 1002 N CAROL ST LUVERNE, MN 56156 | AFLAC | $223 | $48 | $271 | 0.32% |
| SARA KNEIP3 | 1500 FRANKLIN AVE BROOKINGS, SD 57006 | AFLAC | $150 | — | $150 | 0.18% |
| DAVID P AESOPH3 | 2700 W NICOLE DR SIOUX FALLS, SD 57105 | AFLAC | $133 | — | $133 | 0.16% |
| MICHAEL D EVANS JR3 | 113 5TH ST SE WATERTOWN, SD 57201 | AFLAC | $93 | — | $93 | 0.11% |
| JADE COMPANIES LLC3 Filed as: JADE NELSON WITHERS | 1206 MAIN AVE S BROOKINGS, SD 57006 | AFLAC | $66 | — | $66 | 0.08% |
| CASSIDY A GOLDSTINE3 | 1919 W 57TH ST STE 101 SIOUX FALLS, SD 57108 | AFLAC | $59 | — | $59 | 0.07% |
| SHERRY M ADAMS3 | 7227 W LANCASTER CIR SIOUX FALLS, SD 57106 | AFLAC | $54 | — | $54 | 0.06% |
| JACKIE MARIE BAUER3 | 1919 W 57TH ST STE 101 SIOUX FALLS, SD 57108 | AFLAC | $52 | — | $52 | 0.06% |
| BOEN & ASSOCIATES INC3 Filed as: BOEN & ASSOCIATES | 307 W 41ST ST STE B SIOUX FALLS, SD 57105 | AFLAC | $49 | — | $49 | 0.06% |
| JESSE VAL CURRIER3 | 2011 ELMWOOD DR BROOKINGS, SD 57006 | AFLAC | $49 | — | $49 | 0.06% |
| CIERRA JILL MURPHY3 | 1212 MAIN AVE S BROOKINGS, SD 57006 | AFLAC | $41 | — | $41 | 0.05% |
| GREGG ROBSON3 | 23275 457TH AVE MADISON, SD 57042 | AFLAC | $39 | — | $39 | 0.05% |
| BRITNEY J GOODDING3 | 1716 S 9TH AVE ELDRIDGE, IA 52748 | AFLAC | $38 | — | $38 | 0.04% |
| HEATHER ROWE3 Filed as: HEATHER M STOLSMARK | 1919 W 57TH ST STE 101 SIOUX FALLS, SD 57108 | AFLAC | $37 | — | $37 | 0.04% |
| MELISSA J BECK3 | 26505 LAKEVIEW PL HARTFORD, SD 57033 | AFLAC | $29 | — | $29 | 0.03% |
| BRADY L WEISENBERGER3 | 4840 AMBER VALLEY PKWY S STE C FARGO, ND 58104 | AFLAC | $25 | — | $25 | 0.03% |
| MATTHEW J SCHNEIDER3 | 1225 E RIVER DR DAVENPORT, IA 52803 | AFLAC | $22 | — | $22 | 0.03% |
| ABBY J BREITLING3 | 3500 S PHILLIPS AVE STE 101 SIOUX FALLS, SD 57105 | AFLAC | $19 | — | $19 | 0.02% |
| DONALD D ONEILL3 | 2230 N MAIN AVE APT 3 TEA, SD 57064 | AFLAC | $15 | — | $15 | 0.02% |
| DONNA R WATSON3 | 329 LA JOYA PASS LEANDER, TX 78641 | AFLAC | $14 | — | $14 | 0.02% |
| JACQUELINE C NELSON3 | 1833 9TH AVE S BROOKINGS, SD 57006 | AFLAC | $6 | — | $6 | 0.01% |
| NANCY R VANDENBERGE3 | 410 E MARY MOORE DR TEA, SD 57064 | AFLAC | $2 | — | $2 | 0.00% |
| THE VOGT GROUP3 | 1750 CREEK WOOD DR DUBUQUE, IA 520037603 | VISION SERVICE PLAN | $2K | — | $2K | 2.87% |
| HORAK INSURANCE, INC.3 | 115 E WASHINGTON ST WASHINGTON, IA 523532022 | VISION SERVICE PLAN | $301 | — | $301 | 0.51% |
| THE VOGT GROUP3 | 1750 CREEK WOOD DR DUBUQUE, IA 52003 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $5K | — | $5K | 8.82% |
| THE VOGT GROUP3 Filed as: THE VOGT GROUP INC | 1055 UNIVERSITY AVE DUBUQUE, IA 52001 | UNITED HEALTHCARE INSURANCE COMPANY | $4K | — | $4K | 10.03% |
| REMLEY BENEFITS LLC3 | 1531 N 2ND ST STE 2 CLINTON, IA 52732 | AFLAC | $4K | $78 | $4K | 10.63% |
| LARRY A. VOGT3 Filed as: LARRY A VOGT | 1750 CREEK WOOD DR DUBUQUE, IA 52003 | AFLAC | $2K | — | $2K | 4.67% |
| HOLLY A BRINK3 | 30601 DEER TRAIL DR NEW HARTFORD, IA 50660 | AFLAC | $741 | $18 | $759 | 1.92% |
| STEPHANIE M MORRIS3 | 4479 BUNKER HILL DR BETTENDORF, IA 52722 | AFLAC | $719 | $13 | $732 | 1.86% |
| BRITNEY J GOODDING3 | 1716 S 9TH AVE ELDRIDGE, IA 52748 | AFLAC | $707 | — | $707 | 1.79% |
| DONNA R WATSON3 | 329 LA JOYA PASS LEANDER, TX 78641 | AFLAC | $183 | — | $183 | 0.46% |
| CORY D NELSON3 | 215 HIGHWAY 965 NE STE 3 NORTH LIBERTY, IA 52317 | AFLAC | $93 | — | $93 | 0.24% |
| MATTHEW J SCHNEIDER3 | 1225 E RIVER DR DAVENPORT, IA 52803 | AFLAC | $85 | — | $85 | 0.22% |
| DAVID C CLOUD JR3 | 12 TRENT DR SE ROME, GA 30161 | AFLAC | $18 | — | $18 | 0.05% |
| MATTHEW D BUTLER3 | 123 CENTER PARK DR STE 102 KNOXVILLE, TN 37922 | AFLAC | $17 | — | $17 | 0.04% |
| SCOTT R FRITCHER3 | 212 NW SUNSET LN GRIMES, IA 50111 | AFLAC | $14 | — | $14 | 0.04% |
| AUSTIN J PETERSON3 | 11116 AURORA AVE URBANDALE, IA 50322 | AFLAC | $13 | — | $13 | 0.03% |
| KAE HUGHES3 Filed as: KAE L HUGHES | 1805 30TH ST MOLINE, IL 61265 | AFLAC | $12 | — | $12 | 0.03% |
| 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 | $5 | — | $5 | 0.01% |
| AMY A O SHIELDS3 Filed as: AMY O SHIELDS | 5159 CALGARY DR DOUGLASVILLE, GA 30135 | AFLAC | $5 | — | $5 | 0.01% |
| 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% |
| THE VOGT GROUP3 Filed as: VOGT GROUP, INC | 1055 UNIVERSITY AVE DUBUQUE, IA 52001 | HCC LIFE INSURANCE COMPANY | $4K | — | $4K | 10.00% |
| THE VOGT GROUP3 | 1750 CREEK WOOD DR DUBUQUE, IA 520037603 | VISION SERVICE PLAN | $3K | — | $3K | 10.06% |
| THE VOGT GROUP3 | 1750 CREEK WOOD DR DUBUQUE, IA 520037603 | VISION SERVICE PLAN | $1K | — | $1K | 4.63% |
| THE VOGT GROUP3 Filed as: THE VOGT GROUP INC | 1055 UNIVERSITY AVE DUBUQUE, IA 52001 | UNITED HEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 8.00% |
| THE VOGT GROUP3 | 1750 CREEK WOOD DR DUBUQUE, IA 52003 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $2K | — | $2K | 8.55% |
| REMLEY BENEFITS LLC3 | 1531 N 2ND ST STE 2 CLINTON, IA 52732 | AFLAC | $1K | $83 | $1K | 6.21% |
| LARRY A. VOGT3 Filed as: LARRY A VOGT | 1750 CREEK WOOD DR DUBUQUE, IA 52003 | AFLAC | $759 | — | $759 | 3.45% |
| BRITNEY J GOODDING3 | 1716 S 9TH AVE ELDRIDGE, IA 52748 | AFLAC | $470 | — | $470 | 2.14% |
| STEPHANIE M MORRIS3 | 4479 BUNKER HILL DR BETTENDORF, IA 52722 | AFLAC | $340 | $5 | $345 | 1.57% |
| HOLLY A BRINK3 | 30601 DEER TRAIL DR NEW HARTFORD, IA 50660 | AFLAC | $226 | $5 | $231 | 1.05% |
| DONNA R WATSON3 | 329 LA JOYA PASS LEANDER, TX 78641 | AFLAC | $193 | — | $193 | 0.88% |
| KAE HUGHES3 Filed as: KAE L HUGHES | 1805 30TH ST MOLINE, IL 61265 | AFLAC | $125 | $51 | $176 | 0.80% |
| MATTHEW J SCHNEIDER3 | 1225 E RIVER DR DAVENPORT, IA 52803 | AFLAC | $93 | — | $93 | 0.42% |
| CORY D NELSON3 | 215 HIGHWAY 965 NE STE 3 NORTH LIBERTY, IA 52317 | AFLAC | $63 | $24 | $87 | 0.40% |
| LAUREN E WEIBERT3 | 114 BATTLE AVE FRANKLIN, TN 37064 | AFLAC | $59 | — | $59 | 0.27% |
| AUSTIN J PETERSON3 | 11116 AURORA AVE URBANDALE, IA 50322 | AFLAC | $16 | — | $16 | 0.07% |
| SCOTT R FRITCHER3 | 212 NW SUNSET LN GRIMES, IA 50111 | AFLAC | $16 | — | $16 | 0.07% |
| REMLEY BENEFITS LLC3 | 1225 E RIVER DR STE 302 DAVENPORT, IA 52803 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 9.55% |
| BRITNEY J GOODDING3 | 876 TANGLEFOOT LN BETTENDORF, IA 52722 | CONTINENTAL AMERICAN INSURANCE COMPANY | $193 | — | $193 | 1.20% |
| STEPHANIE M MORRIS3 | 4479 BUNKER HILL DR BETTENDORF, IA 52722 | CONTINENTAL AMERICAN INSURANCE COMPANY | $184 | — | $184 | 1.14% |
| LARRY A. VOGT3 Filed as: LARRY A VOGT | 1750 CREEK WOOD DR DUBUQUE, IA 52003 | CONTINENTAL AMERICAN INSURANCE COMPANY | $152 | — | $152 | 0.94% |
| HOLLY A BRINK3 | 30601 DEER TRAIL DR NEW HARTFORD, IA 50660 | CONTINENTAL AMERICAN INSURANCE COMPANY | $118 | — | $118 | 0.73% |
| CORY D NELSON3 | 215 HIGHWAY 965 NE STE 3 NORTH LIBERTY, IA 52317 | CONTINENTAL AMERICAN INSURANCE COMPANY | $83 | — | $83 | 0.51% |
| DONNA R WATSON3 | 876 TANGLEFOOT LN BETTENDORF, IA 52722 | CONTINENTAL AMERICAN INSURANCE COMPANY | $56 | — | $56 | 0.35% |
| LAUREN E WEIBERT3 | 934 40TH STREET CT MOLINE, IL 61265 | CONTINENTAL AMERICAN INSURANCE COMPANY | $38 | — | $38 | 0.24% |
| DAVID C CLOUD JR3 | 89 GEMSTONE LN ACWORTH, GA 30101 | CONTINENTAL AMERICAN INSURANCE COMPANY | $27 | — | $27 | 0.17% |
| MATTHEW D BUTLER3 | 2427 COVERED BRIDGE BLVD KNOXVILLE, TN 37932 | CONTINENTAL AMERICAN INSURANCE COMPANY | $24 | — | $24 | 0.15% |
| MATTHEW J SCHNEIDER3 | 2768 E 53RD ST APT 8 DAVENPORT, IA 52807 | CONTINENTAL AMERICAN INSURANCE COMPANY | $17 | — | $17 | 0.11% |
| BRIAN D ELY3 | 1820 THE EXCHANGE SUITE 750 ATLANTA, GA 30339 | CONTINENTAL AMERICAN INSURANCE COMPANY | $14 | — | $14 | 0.09% |
| ANDY B GLENN II3 Filed as: ANDY B GLENN | 4267 BRIGHTON WAY KENNESAW, GA 30144 | CONTINENTAL AMERICAN INSURANCE COMPANY | $14 | — | $14 | 0.09% |
| SCOTT R FRITCHER3 | 9655 NW 75TH PL GRIMES, IA 50111 | CONTINENTAL AMERICAN INSURANCE COMPANY | $11 | — | $11 | 0.07% |
| AMY A O SHIELDS3 Filed as: AMY A O'SHIELDS | 5159 CALGARY DR DOUGLASVILLE, GA 30135 | CONTINENTAL AMERICAN INSURANCE COMPANY | $11 | — | $11 | 0.07% |
| ALEXANDER B WARD3 | 5194 FOREST VIEW CT SE MABLETON, GA 30126 | CONTINENTAL AMERICAN INSURANCE COMPANY | $10 | — | $10 | 0.06% |
| THE TODD GROUP3 | 100 E 2ND ST SUITE 200 CEDAR FALLS, IA 50613 | CONTINENTAL AMERICAN INSURANCE COMPANY | $6 | — | $6 | 0.04% |
| MICHELLE L SMITH3 | 463 NORTHLAND AVE NE STE 204 CEDAR RAPIDS, IA 52402 | CONTINENTAL AMERICAN INSURANCE COMPANY | $6 | — | $6 | 0.04% |
| BERNARD J BRAZEAU3 | 11116 AURORA AVE URBANDALE, IA 50322 | CONTINENTAL AMERICAN INSURANCE COMPANY | $4 | — | $4 | 0.02% |
| KACY A GRUENKEMEYER3 | 11116 AURORA AVE URBANDALE, IA 50322 | CONTINENTAL AMERICAN INSURANCE COMPANY | $4 | — | $4 | 0.02% |
| HEATHER D SWANSON3 | 825 SPRUCE STREET WAUKEE, IA 50263 | CONTINENTAL AMERICAN INSURANCE COMPANY | $4 | — | $4 | 0.02% |
| AUSTIN J PETERSON3 | 11116 AURORA AVE URBANDALE, IA 50322 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3 | — | $3 | 0.02% |
| TONYA L REMLEY3 | 1531 N 2ND ST STE 2 CLINTON, IA 52732 | AFLAC | $2K | — | $2K | 17.24% |
| TRACY JUNE BURMEISTER3 | 5405 295TH ST DIXON, IA 52745 | AFLAC | $853 | — | $853 | 9.21% |
| LARRY A. VOGT3 Filed as: LARRY A VOGT | 1750 CREEK WOOD DR DUBUQUE, IA 52003 | AFLAC | $733 | — | $733 | 7.91% |
| HOLLY A BRINK3 | 30601 DEER TRAIL DR NEW HARTFORD, IA 50660 | AFLAC | $531 | — | $531 | 5.73% |
| REMLEY BENEFITS LLC3 | 1531 N 2ND ST STE 2 CLINTON, IA 52732 | AFLAC | $1K | $8 | $1K | 21.11% |
| LARRY A. VOGT3 Filed as: LARRY A VOGT | 1750 CREEK WOOD DR DUBUQUE, IA 52003 | AFLAC | $532 | — | $532 | 8.53% |
| HOLLY A BRINK3 | 30601 DEER TRAIL DR NEW HARTFORD, IA 50660 | AFLAC | $277 | $2 | $279 | 4.47% |
| STEPHANIE M MORRIS3 | 4479 BUNKER HILL DR BETTENDORF, IA 52722 | AFLAC | $132 | $2 | $134 | 2.15% |
| BYRON L GROVE3 | 11260 CHESTER RD STE 500 CINCINNATI, OH 45246 | AFLAC | $11 | — | $11 | 0.18% |
| CYNTHIA BENDER3 Filed as: CYNTHIA M BENDER | 3315 AVANTI CIR NORTH PORT, FL 34287 | AFLAC | $10 | — | $10 | 0.16% |
| PAUL FREIRE3 Filed as: PAUL DAVID O'ROURKE | 2960 MAYFAIR CT CLEARWATER, FL 33761 | AFLAC | $10 | — | $10 | 0.16% |
| THE VOGT GROUP3 | 1750 CREEKWOOD DRIVE DUBUQUE, IA 52003 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $897 | — | $897 | 14.99% |
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 | 1,375 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 7 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,382 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA | 206 | $1.4M |
| Dental | DELTA DENTAL OF IOWA | 208 | $116K |
| Vision(3 contracts) | VISION SERVICE PLAN | 404 | $125K |
| Life insurance(7 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 1,422 | $292K |
| Short-term disability(6 contracts, 2 carriers) | AFLAC | 87 | $219K |
| Long-term disability(7 contracts, 2 carriers) | AFLAC | 87 | $225K |
| Stop-loss / reinsurancereinsurance(3 contracts) | SYMETRA LIFE INSURANCE COMPANY | 475 | $1.4M |
| Other(11 contracts, 5 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 1,422 | $416K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,422 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.