| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| IMA, INC.3 Filed as: IMA INC | 14221 DALLAS PARKWAY SUITE 700 DALLAS, TX 75254 | SUN LIFE ASSURANCE COMPANY OF CANADA | $49K | — | $49K | 12.13% |
| IMA, INC.3 | 1705 17TH STREET SUITE 100 DENVER, CO 80202 | SUN LIFE ASSURANCE COMPANY OF CANADA | — | $25K | $25K | 6.08% |
| IMA, INC.3 | P.O. BOX 2992 WICHITA, KS 67201 | SURENCY LIFE AND HEALTH | $5K | — | $5K | 9.91% |
| IMA, INC.3 | 1705 17TH STREET SUITE 100 DENVER, CO 80202 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $396 | $46 | $442 | 5.73% |
| SAMUEL A MCFALL3 | 609 NORTH BROADWAY AVENUE SUITE 200 WICHITA, KS 67214 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $314 | $4 | $318 | 4.12% |
| RODNEY G STORCK3 | 609 NORTH BROADWAY AVENUE SUITE 200 WICHITA, KS 67214 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $210 | — | $210 | 2.72% |
| BUKATY COMPANIES3 | 4601 COLLEGE BOULEVARD LEAWOOD, KS 66211 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $121 | — | $121 | 1.57% |
| WILLIAM L COEN JR3 | 811 SOUTH LONGBRANCH DRIVE MAIZE, KS 67101 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $36 | — | $36 | 0.47% |
| RYAN BOWLING3 | 8575 WEST 110TH STREET SUITE 320 OVERLAND PARK, KS 66210 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $33 | — | $33 | 0.43% |
| PAMELA SWANSON ALLEN3 | 7736 WESTGATE DRIVE LENEXA, KS 66216 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $16 | — | $16 | 0.21% |
| MARILYN B BOWLING3 | 19204 WEST 102ND STREET LENEXA, KS 66220 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $13 | — | $13 | 0.17% |
| MAUREEN E CONRAN3 | 10209 LAMAR AVENUE OVERLAND PARK, KS 66207 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $13 | — | $13 | 0.17% |
| BRIDGET ZUNIGA3 | 14608 WEST 62ND STREET SHAWNEE, KS 66216 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | — | $12 | 0.16% |
| RON BOWLING3 | 8575 WEST 110TH STREET SUITE 210 OVERLAND PARK, KS 66210 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | — | $11 | 0.14% |
| LONNIE SCHULTZ3 | 12631 NEWTON STREET APT 21201 OVERLAND PARK, KS 66213 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.06% |
| NATIONAL ENROLLMENT PARTNERS LLC3 Filed as: NATIONAL ENROLLMENT PARTNERS, LLC | C/O NATIONAL ENROLLMENT PARTNERS CRANSTON, RI 02920 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.04% |
| TAMARA ANN BUSCHER3 | 1318 S WINTERBROOKE DRIVE OLATHE, KS 66062 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.01% |
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 | 392 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 6 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 7 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 405 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 15 | $8K |
| Dental(2 contracts) | DELTA DENTAL OF KANSAS, INC. | 190 | $305K |
| Vision | SURENCY LIFE AND HEALTH | 319 | $54K |
| Life insurance(2 contracts, 2 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 393 | $415K |
| Short-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 393 | $407K |
| Long-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 393 | $407K |
| Other(2 contracts, 2 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 393 | $415K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 393 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.