| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THOMAS MCGEE LC3 | PO BOX 419013 KANSAS CITY, MO 64141 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5K | — | $5K | 7.16% |
| CASSANDRA LONG3 | 8629 ALDEN ST LENEXA, KS 66215 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $141 | $1K | 1.97% |
| RYAN BOWLING3 | 8575 W 110TH ST OVERLAND PARK, KS 66210 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $854 | $282 | $1K | 1.66% |
| RON BOWLING3 | 8575 W 110TH ST OVERLAND PARK, KS 66210 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $597 | $254 | $851 | 1.24% |
| MARILYN B BOWLING3 Filed as: MARILYN BOWLING | 19204 WEST 102ND ST LENEXA, KS 66220 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $561 | $190 | $751 | 1.10% |
| LAURA MCCLUNG PLYLER3 Filed as: LAURA E BOWLING | 8575 W 110TH ST, STE 320 OVERLAND PARK, KS 66210 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $270 | $66 | $336 | 0.49% |
| TAMARA ANN BUSCHER3 | 1318 S WINTERBROOK OLATHE, KS 66062 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $314 | $11 | $325 | 0.47% |
| LONNIE SCHULTZ3 | MNU BOX 9294 OLATHE, KS 66062 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $241 | $4 | $245 | 0.36% |
| MAUREEN E CONRAN3 | 8575 W 110TH ST OVERLAND PARK, KS 66210 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $239 | — | $239 | 0.35% |
| TERRY ALLEN SMITH3 | 14070 S DARNELL CT OLATHE, KS 66062 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $148 | $1 | $149 | 0.22% |
| BRIDGET ZUNIGA3 | 14608 W 62ND ST SHAWNEE, KS 66216 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $119 | — | $119 | 0.17% |
| THE STINGRAY GROUP INC3 | 7324 RICHARDS DR SHAWNEE, KS 66216 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $52 | — | $52 | 0.08% |
| PAMELA SWANSON ALLEN3 | 7736 WESTGATE DR LENEXA, KS 66216 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | — | $14 | 0.02% |
| LINDSAY BURGESS3 | 3505 W 63RD ST MISSION HILLS, KS 66208 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | — | $11 | 0.02% |
| EVERENCE ASSOCIATION INC3 Filed as: EVERENCE ASSOCIATION, INC. | 1110 NORTH MAIN STREET PO BOX 483 GOSHEN, IN 46527 | MADISON NATIONAL LIFE INSURANCE COMPANY | $6K | — | $6K | 11.21% |
| NORTH AMERICAN BENEFITS COMPANY5 | 20 VALLEY STREAM PARKWAY, SUITE 310 MALVERN, PA 19355 | MADISON NATIONAL LIFE INSURANCE COMPANY | — | $5K | $5K | 7.93% |
| BURT ADVISORY GROUP3 Filed as: BURT ADVISORY GROUP, INC. | 307 S. MAIN ST. SUITE 302 ELKHART, IN 46516 | MADISON NATIONAL LIFE INSURANCE COMPANY | — | $4K | $4K | 7.45% |
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 | 189 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 189 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 189 | $126K |
| Short-term disability | MADISON NATIONAL LIFE INSURANCE COMPANY | 189 | $58K |
| Long-term disability | MADISON NATIONAL LIFE INSURANCE COMPANY | 189 | $58K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 189 | — |
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.