| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| JOHN G CATE3 Filed as: JOHN CATE | 4246 N SWEET BAY ST WICHITA, KS 67226 | AFLAC | $934 | — | $934 | 3.41% |
| LARRY BARR3 | 6950 KENTFORD CIRCLE WICHITA, KS 67226 | AFLAC | $791 | — | $791 | 2.89% |
| GAIL COE3 | 4600 N FARMSTEAD CT BEL AIRE, KS 67220 | AFLAC | $668 | — | $668 | 2.44% |
| SAMUEL A MCFALL3 Filed as: SAMUEL MCFALL | 609 NORTH BROADWAY ST SUITE 200 WICHITA, KS 67214 | AFLAC | $358 | — | $358 | 1.31% |
| HOLLY A. TIMMERMEYER3 Filed as: HOLLY TIMMERMEYER | 201 E 12TH ST HAYS, KS 67601 | AFLAC | $197 | — | $197 | 0.72% |
| WILLINGHAM INC3 | 1502 N METCALF LOUISBURG, KS 66053 | AFLAC | $143 | — | $143 | 0.52% |
| SCOTT SWIMMER3 | 4553 WEST 138TH TERRACE LEAWOOD, KS 66224 | AFLAC | $100 | — | $100 | 0.37% |
| KITTY CORNELL3 | 1719 BRANDON WOODS DR LAWRENCE, KS 66047 | AFLAC | $87 | — | $87 | 0.32% |
| ROMEO VEGA INSURANCE INC3 | 5567 STATE HWY U ROGERSVILLE, MO 65742 | AFLAC | $81 | — | $81 | 0.30% |
| GARY WILLINGHAM3 | 8116 STATE ROAD 66 ZOLFO SPRINGS, FL 33890 | AFLAC | $77 | — | $77 | 0.28% |
| MICHAEL PLETT3 | 1616 AVENUE H ELLSWORTH, KS 67439 | AFLAC | $74 | — | $74 | 0.27% |
| MARK FRIEHE3 | 11218 JOHN GALT BLVD STE 101 OMAHA, NE 68137 | AFLAC | $57 | — | $57 | 0.21% |
| BRIAN TEICHMANN3 | 5804 W 50TH AVE HUTCHINSON, KS 67502 | AFLAC | $54 | — | $54 | 0.20% |
| MARC HOMAN3 | 11828 W CENTRAL AVE STE 100 WICHITA, KS 67212 | AFLAC | $47 | — | $47 | 0.17% |
| NATHAN HARRISON3 | 16024 MANCHESTER RD 2ND FLOOR STE 200 ELLISVILLE, MO 63011 | AFLAC | $42 | — | $42 | 0.15% |
| CURTIS R HARRIS3 Filed as: CURTIS HARRIS | 4810 FORT STOCKTON DR CORPUS CHRISTI, TX 78413 | AFLAC | $38 | — | $38 | 0.14% |
| DEBORAH JOHNSON3 | 441915 E HIGHWAY 60 VINITA, OK 74301 | AFLAC | $26 | — | $26 | 0.09% |
| JANE MCNUFF3 | 12800 S MUSTANG RD MUSTANG, OK 73084 | AFLAC | $24 | — | $24 | 0.09% |
| DAVID M COUGHLIN3 Filed as: DAVID COUGHLIN | 751 HEBRON PARKWAY STE 220 LEWISVILLE, TX 75057 | AFLAC | $21 | — | $21 | 0.08% |
| OWENMYRTLE INC3 | 1611 ST. ANDREWS DRIVE STE 22 LAWRENCE, KS 66047 | AFLAC | $17 | — | $17 | 0.06% |
| BRIAN PORTER3 | 8021 E DRESDEN LN WICHITA, KS 67207 | AFLAC | $14 | — | $14 | 0.05% |
| STEPHEN W SIMPSON3 Filed as: STEPHEN SIMPSON | 541 CONQUISTADOR CT EDMOND, OK 73025 | AFLAC | $7 | — | $7 | 0.03% |
| DEWAYNE GOLDWYN SIMPSON3 Filed as: DEWAYNE SIMPSON | 4204 COPPER ROCK DR EDMOND, OK 73025 | AFLAC | $6 | — | $6 | 0.02% |
| TERRY S DECKER3 Filed as: TERRY DECKER | RT 2 BOX 22 TURPIN, OK 73950 | AFLAC | $6 | — | $6 | 0.02% |
| USI INSURANCE SERVICES LLC3 | PO BOX 206 WICHITA, KS 67201 | AFLAC | $5 | — | $5 | 0.02% |
| LYNN E MOLLER3 Filed as: LYNN MOLLER | 332 1ST ST N WICHITA, KS 67202 | AFLAC | $5 | — | $5 | 0.02% |
| LESTER RAY BLACKSHEAR3 Filed as: LESTER BLACKSHEAR | 9192 SE 168TH COOK PL THE VILLAGES, FL 32162 | AFLAC | $4 | — | $4 | 0.01% |
| KENNETH MORRIS JR3 | 5410 PLYMOUTH DR LAWRENCE, KS 66049 | AFLAC | $4 | — | $4 | 0.01% |
| BRIAN MILLS3 | 1402 W LUCY WEBB RD RAYMORE, MO 64083 | AFLAC | $4 | — | $4 | 0.01% |
| JONI S WOBORNY BUNKER3 Filed as: JONI WOBORNY BUNKER | 1837 VIRGINIA DR MANHATTAN, KS 66502 | AFLAC | $3 | — | $3 | 0.01% |
| SUE TUCKER3 | 12224 PEACOCK AVE SUITE 205 COLUMBUS, GA 31906 | AFLAC | $2 | — | $2 | 0.01% |
| JOHN A BACON3 Filed as: JOHN BACON | 13716 PARKHILL OVERLAND PARK, KS 66221 | AFLAC | $2 | — | $2 | 0.01% |
| JON KRAATZ3 | 118 SABINE ST PORTLAND, TX 78374 | AFLAC | $2 | — | $2 | 0.01% |
| GAIL A COE3 | 4600 N FARMSTEAD BEL AIRE, KS 67220 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | — | $1K | 6.03% |
| JUSTIN C CARSON3 | 7701 E KELLOGG SUITE 680 WICHITA, KS 67207 | CONTINENTAL AMERICAN INSURANCE COMPANY | $776 | — | $776 | 3.76% |
| KATHY A WIEDEMANN3 | 229 E WILLIAM STE 501 WICHITA, KS 67202 | CONTINENTAL AMERICAN INSURANCE COMPANY | $319 | — | $319 | 1.55% |
| KEVIN D INGWERSON3 | 208 S POTTER DR ANDOVER, KS 67002 | CONTINENTAL AMERICAN INSURANCE COMPANY | $98 | — | $98 | 0.47% |
| NATHAN L HARRISON3 | 16024 MANCHESTER ROAD SUITE 111 ELLISVILLE, MO 63011 | CONTINENTAL AMERICAN INSURANCE COMPANY | $89 | — | $89 | 0.43% |
| CALEB GILMOUR3 | 515 S MAIN SUITE 501 WICHITA, KS 67202 | CONTINENTAL AMERICAN INSURANCE COMPANY | $63 | — | $63 | 0.31% |
| KENNETH D MORRIS JR3 | 5410 PLYMOUTH DR LAWRENCE, KS 66049 | CONTINENTAL AMERICAN INSURANCE COMPANY | $40 | — | $40 | 0.19% |
| BRAD J SCHUMACHER3 | PO BOX 762 HAYS, KS 67601 | CONTINENTAL AMERICAN INSURANCE COMPANY | $37 | — | $37 | 0.18% |
| JOHN A BACON3 | 1267 LEIGHTON HOLLOW DRIVE DARDENNE PRAIRIE, MO 63368 | CONTINENTAL AMERICAN INSURANCE COMPANY | $27 | — | $27 | 0.13% |
| CHRISTOPHER THOMAS HIPP3 Filed as: CHRISTOPHER T HIPP | 718 MAIN SUITE 205 HAYS, KS 67601 | CONTINENTAL AMERICAN INSURANCE COMPANY | $9 | — | $9 | 0.04% |
| JACQUELINE L KENNEDY3 | 151 S WESTFIELD WICHITA, KS 67209 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2 | — | $2 | 0.01% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY EIN 06-6033492 NONE | Contract Administrator Service code 13 | — | $183K |
| SIMPLYWELL EIN 47-0788568 NONE | Other fees Service code 99 | — | $93K |
| SURENCY LIFE AND HEALTH EIN 26-1969006 NONE | Insurance services Service code 23 | — | $10K |
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 | 898 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 898 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL OF KANSAS, INC. | 662 | $0 |
| Stop-loss / reinsurancereinsurance | AETNA LIFE INSURANCE COMPANY | 615 | $0 |
| Other(3 contracts, 3 carriers) | HM INSURANCE GROUP | 615 | $463K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 662 | — |
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.
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.