| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| IMA, INC.3 Filed as: IMA INC | 430 E DOUGLAS AVE WICHITA, KS 67202 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3K | — | $3K | 13.70% |
| SAIDA K SOSA3 Filed as: SAIDA KEREN SOSA-ARREDONDO | 4511 S FLORA CT WICHITA, KS 67215 | CONTINENTAL AMERICAN INSURANCE COMPANY | $472 | — | $472 | 2.35% |
| BRIAN M LEITZEL3 Filed as: BRIAN MATTHEW LEITZEL | 7920 W KELLOGG DR STE 102 WICHITA, KS 67209 | CONTINENTAL AMERICAN INSURANCE COMPANY | $233 | — | $233 | 1.16% |
| CALEB GILMOUR3 | 220 SWEETGUM CT ANDOVER, KS 67002 | CONTINENTAL AMERICAN INSURANCE COMPANY | $132 | — | $132 | 0.66% |
| KEVIN D INGWERSON3 | 208 S PUTTER DR ANDOVER, KS 67002 | CONTINENTAL AMERICAN INSURANCE COMPANY | $75 | — | $75 | 0.37% |
| CHARLES ANTHONY LOVE3 | 1104 W FRANKLIN ST WICHITA, KS 67203 | CONTINENTAL AMERICAN INSURANCE COMPANY | $74 | — | $74 | 0.37% |
| BARRY EUGENE PARKS3 | 104 W GOFF RD VALLEY CENTER, KS 61747 | CONTINENTAL AMERICAN INSURANCE COMPANY | $58 | — | $58 | 0.29% |
| NICOLE E ROONEY3 | 227 N PINE ST GODDARD, KS 67052 | CONTINENTAL AMERICAN INSURANCE COMPANY | $23 | — | $23 | 0.11% |
| TANNER R KING3 Filed as: TANNER ROSS KING | 14820 E SIEFKES CT WICHITA, KS 67230 | CONTINENTAL AMERICAN INSURANCE COMPANY | $7 | — | $7 | 0.03% |
| IMA, INC.3 Filed as: IMA INC | 430 E DOUGLAS AVE WICHITA, KS 67202 | AMERICAN UNITED LIFE INSURANCE COMPANY | $4K | — | $4K | 25.00% |
| IMA, INC.3 Filed as: IMA INC | 430 E DOUGLAS AVE WICHITA, KS 67202 | AMERICAN UNITED LIFE INSURANCE COMPANY | $3K | — | $3K | 25.00% |
| IMA, INC.3 Filed as: IMA OF KANSAS, INC. | 8200 E 32ND ST N WICHITA, KS 672662606 | SURENCY LIFE AND HEALTH | $887 | — | $887 | 10.00% |
| IMA, INC.3 Filed as: IMA INC | 430 E DOUGLAS AVE WICHITA, KS 67202 | AMERICAN UNITED LIFE INSURANCE COMPANY | $1K | — | $1K | 25.01% |
| IMA, INC.3 Filed as: IMA INC | 430 E DOUGLAS AVE WICHITA, KS 67202 | AMERICAN UNITED LIFE INSURANCE COMPANY | $844 | — | $844 | 24.99% |
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 | 135 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 138 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision(2 contracts) | SURENCY LIFE AND HEALTH | 60 | $9K |
| Life insurance(2 contracts) | AMERICAN UNITED LIFE INSURANCE COMPANY | 141 | $17K |
| Short-term disability | AMERICAN UNITED LIFE INSURANCE COMPANY | 17 | $4K |
| Long-term disability | AMERICAN UNITED LIFE INSURANCE COMPANY | 103 | $14K |
| Other(3 contracts, 2 carriers) | CONTINENTAL AMERICAN INSURANCE COMPANY | 141 | $37K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 141 | — |
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.