| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| IMA, INC.3 Filed as: IMA | 430 E DOUGLAS STE 400 WICHITA, KS 67202 | BLUE CROSS AND BLUE SHIELD OF KANSAS | $31K | — | $31K | 3.21% |
| IMA, INC.3 Filed as: IMA INC | 14221 DALLAS PKWY SUITE 700 DALLAS, TX 75254 | SUN LIFE ASSURANCE COMPANY OF CANADA | $8K | — | $8K | 10.74% |
| IMA, INC.3 Filed as: IMA INC | 1705 17TH ST STE 100 DENVER, CO 80202 | SUN LIFE ASSURANCE COMPANY OF CANADA | $4K | — | $4K | 5.20% |
| WATCHTOWER TECHNOLOGIES INC3 | 306 W ERIE ST SUITE 300 CHICAGO, IL 60654 | SUN LIFE ASSURANCE COMPANY OF CANADA | $1K | — | $1K | 1.41% |
| IMA, INC.3 Filed as: IMA INC | PO BOX 2992 WICHITA, KS 672012992 | DELTA DENTAL OF KANSAS, INC. | $4K | — | $4K | 5.86% |
| IMA, INC.3 Filed as: IMA INC | 14221 DALLAS PKWY SUITE 700 DALLAS, TX 75254 | SUN LIFE ASSURANCE COMPANY OF CANADA | $4K | — | $4K | 29.61% |
| IMA, INC.3 Filed as: IMA INC | 1705 17TH ST STE 100 DENVER, CO 80202 | SUN LIFE ASSURANCE COMPANY OF CANADA | $562 | — | $562 | 4.62% |
| IMA, INC.3 | PO BOX 2992 WICHITA, KS 672012992 | AETNA LIFE INSURANCE COMPANY | $1K | — | $1K | 10.82% |
| JOLENE G. OLSON3 Filed as: JOLENE G OLSON | 3505 N CAMERON ST WICHITA, KS 672262507 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $909 | — | $909 | 29.88% |
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 | 131 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 132 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS AND BLUE SHIELD OF KANSAS | 152 | $967K |
| Dental | DELTA DENTAL OF KANSAS, INC. | 114 | $67K |
| Vision | AETNA LIFE INSURANCE COMPANY | 160 | $11K |
| Life insurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 129 | $77K |
| Short-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 129 | $77K |
| Long-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 129 | $77K |
| Prescription drug | BLUE CROSS AND BLUE SHIELD OF KANSAS | 152 | $967K |
| Other(4 contracts, 3 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 225 | $100K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 225 | — |
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."
No prospect flags tripped on this filing.