| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| PETRICH BENEFIT PLAN SERVICES, INC. Filed as: PETRICH BENEFIT PLAN SERVICES | 12209 AUTUMN RIDGE COURT WICHITA, KS 67235 | DELTA DENTAL OF KANSAS, INC. | $3K | — | $3K | 1.45% |
| PETRICH BENEFIT PLAN SERVICES, INC. Filed as: PETRICH BENEFIT PLAN SERVICES | 8300 E THORNE WICHITA, KS 67226 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $8K | — | $8K | 6.03% |
| MEDOVA HEALTHCARE Filed as: MEDOVA HEALTHCARE FIANCIAL GROUP | 8300 E THORNE WICHITA, KS 67226 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $9K | — | $9K | 15.00% |
| MEDOVA HEALTHCARE Filed as: MEDOVA HEALTHCARE FIANCIAL GROUP | 8300 E THORNE WICHITA, KS 67226 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $2K | — | $2K | 10.00% |
| MEDOVA HEALTHCARE Filed as: MEDOVA HEALTHCARE FIANCIAL GROUP | 8300 E THORNE WICHITA, KS 67226 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $2K | — | $2K | 15.00% |
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 | 1,370 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 1,370 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL OF KANSAS, INC. | 286 | $176K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 621 | $41K |
| Life insurance(2 contracts) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 371 | $197K |
| Long-term disability(2 contracts) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 107 | $38K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 621 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.