| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| IMA, INC.3 Filed as: IMA INC | 14221 DALLAS PKWY STE 700 DALLAS, TX 75254 | SUN LIFE ASSURANCE COMPANY OF CANADA | $55K | — | $55K | 13.47% |
| IMA, INC.3 | P.O. BOX 2992 WICHITA, KS 67201 | SURENCY LIFE AND HEALTH | $6K | — | $6K | 10.00% |
| IMA, INC.3 | 1705 17TH STREET SUITE 100 DENVER, CO 80202 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $481 | $84 | $565 | 5.91% |
| SAMUEL A MCFALL3 | 609 N BROADWAY AVE STE 200 WICHITA, KS 67214 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $396 | $27 | $423 | 4.42% |
| RODNEY G STORCK3 | 609 N BROADWAY AVE STE 200 WICHITA, KS 67214 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $245 | $64 | $309 | 3.23% |
| BUKATY COMPANIES3 | 4601 COLLEGE BOULEVARD LEAWOOD, KS 66211 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $183 | — | $183 | 1.91% |
| RYAN BOWLING3 | 8575 W 110TH ST STE 320 OVERLAND PARK, KS 66210 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $54 | — | $54 | 0.56% |
| WILLIAM L COEN JR3 Filed as: WILLIAM L COHEN JR | 811 S LONGBRANCH DR MAIZE, KS 67101 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $42 | — | $42 | 0.44% |
| BRIDGET ZUNIGA3 | 14608 W 62ND ST SHAWNEE, KS 66216 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $22 | — | $22 | 0.23% |
| MARILYN B BOWLING3 | 19204 W 102ND ST LENEXA, KS 66220 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $20 | — | $20 | 0.21% |
| MAUREEN E CONRAN3 | 10209 LAMAR AVE OVERLAND PARK, KS 66207 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $20 | — | $20 | 0.21% |
| PAMELA SWANSON ALLEN3 | 7736 WESTGATE DR LENEXA, KS 66216 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $19 | — | $19 | 0.20% |
| RON BOWLING3 | 8875 W 110TH ST STE 210 OVERLAND PARK, KS 66210 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $16 | — | $16 | 0.17% |
| LONNIE SCHULTZ3 | 12631 NEWTON ST APT 21201 OVERLAND PARK, KS 66213 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.05% |
| TAMARA ANN BUSCHER3 | 1318 S WINTERBROOKE DR OLATHE, KS 66062 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.02% |
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 | 502 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 502 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 19 | $10K |
| Dental(2 contracts) | DELTA DENTAL OF KANSAS, INC. | 147 | $147K |
| Vision | SURENCY LIFE AND HEALTH | 356 | $59K |
| Life insurance(2 contracts, 2 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 502 | $417K |
| Short-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 502 | $407K |
| Long-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 502 | $407K |
| Other(2 contracts, 2 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 502 | $417K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 502 | — |
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.