| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BUKATY COMPANIES3 Filed as: BUKATY COMPANIES INC. | 11221 ROE AVENUE LEAWOOD, KS 66211 | COVENTRY HEALTH AND LIFE | $35K | — | $35K | 1.33% |
| IMA, INC.3 | PO BOX 2992 WICHITA, KS 67201 | COVENTRY HEALTH AND LIFE | $18K | — | $18K | 0.67% |
| BUKATY COMPANIES3 | 11221 ROE AVENUE LEAWOOD, KS 66211 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $4K | — | $4K | 2.92% |
| IMA, INC.3 | PO BOX 2992 WICHITA, KS 67202 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $300 | — | $300 | 0.23% |
| BUKATY COMPANIES3 | 11221 ROE AVENUE LEAWOOD, KS 66211 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $4K | — | $4K | 5.82% |
| IMA, INC.3 | PO BOX 2992 WICHITA, KS 67202 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $377 | — | $377 | 0.50% |
| IMA, INC.3 | PO BOX 2992 WICHITA, KS 67202 | SURENCY LIFE AND HEALTH | $5K | — | $5K | 10.00% |
| BUKATY COMPANIES3 | 11221 ROE AVENUE LEAWOOD, KS 66211 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $1K | — | $1K | 10.37% |
| IMA, INC.3 | PO BOX 2992 WICHITA, KS 67202 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $619 | — | $619 | 4.63% |
| IMA, INC.3 | PO BOX 2992 WICHITA, KS 67202 | SURENCY LIFE AND HEALTH | $319 | — | $319 | 10.02% |
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 | 372 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 6 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 378 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | COVENTRY HEALTH AND LIFE | 661 | $2.7M |
| Dental(3 contracts) | DELTA DENTAL OF KANSAS, INC. | 318 | $274K |
| Vision(3 contracts) | SURENCY LIFE AND HEALTH | 293 | $57K |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 523 | $86K |
| Short-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 405 | $130K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 405 | $75K |
| Other | LIFE INSURANCE COMPANY OF NORTH AMERICA | 405 | $13K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 661 | — |
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."
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.