| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON GA -- NORTHWEST | 2100 ROSS AVENUE SUITE 1200 DALLAS, TX 75201 | HCC LIFE INSURANCE COMPANY | $22K | — | $22K | 5.00% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | 2100 ROSS AVENUE SUITE 1200 DALLAS, TX 75201 | SURENCY LIFE AND HEALTH | $5K | — | $5K | 9.96% |
| JOHN G CATE3 Filed as: JOHN CATE | 4246 N SWEET BAY ST WICHITA, KS 67226 | AFLAC | $937 | — | $937 | 3.50% |
| LARRY BARR3 | 6950 KENTFORD CIRCLE WICHITA, KS 67226 | AFLAC | $717 | — | $717 | 2.68% |
| GAIL COE3 | 4600 N FARMSTEAD CT BEL AIRE, KS 67220 | AFLAC | $664 | — | $664 | 2.48% |
| SAMUEL A MCFALL3 Filed as: SAMUEL MCFALL | 609 NORTH BROADWAY AVE SUITE 200 WICHITA, KS 67214 | AFLAC | $324 | — | $324 | 1.21% |
| HOLLY A. TIMMERMEYER3 Filed as: HOLLY TIMMERMEYER | 4164 DANBURY ST BEL AIRE, KS 67220 | AFLAC | $215 | — | $215 | 0.80% |
| WILLINGHAM INC3 | 1502 N METCALF LOUISBURG, KS 66053 | AFLAC | $140 | — | $140 | 0.52% |
| SCOTT SWIMMER3 | 4553 WEST 138TH TERRACE LEAWOOD, KS 66224 | AFLAC | $104 | — | $104 | 0.39% |
| KITTY CORNELL3 | 1719 BRANDON WOODS DR LAWRENCE, KS 66047 | AFLAC | $81 | — | $81 | 0.30% |
| MICHAEL PLETT3 | 1616 AVENUE H ELLSWORTH, KS 67439 | AFLAC | $80 | — | $80 | 0.30% |
| ROMEO VEGA INSURANCE INC3 Filed as: ROMEO VEGA | 5567 STATE HWY U ROGERSVILLE, MO 65742 | AFLAC | $79 | — | $79 | 0.30% |
| GARY WILLINGHAM3 | 6033 STRAFFORD OAKS DRIVE SEBRING, FL 33875 | AFLAC | $66 | — | $66 | 0.25% |
| MARK FRIEHE3 | 11218 JOHN GALT BLVD STE 101 OMAHA, NE 68137 | AFLAC | $62 | — | $62 | 0.23% |
| BRIAN TEICHMANN3 | 5804 W 50TH AVE HUTCHINSON, KS 67502 | AFLAC | $58 | — | $58 | 0.22% |
| MARC HOMAN3 | 11828 W CENTRAL AVE STE 100 WICHITA, KS 67212 | AFLAC | $47 | — | $47 | 0.18% |
| NATHAN HARRISON3 | 16024 MANCHESTER RD 2ND FLOOR STE 200 ELLISVILLE, MO 63011 | AFLAC | $45 | — | $45 | 0.17% |
| CURTIS R HARRIS3 Filed as: CURTIS HARRIS | 4810 FORT STOCKTON DR CORPUS CHRISTI, TX 78413 | AFLAC | $41 | — | $41 | 0.15% |
| DEBORAH JOHNSON3 | 441915 E HIGHWAY 60 VINITA, OK 74301 | AFLAC | $28 | — | $28 | 0.10% |
| JANE M MCNEFF3 Filed as: JANE MCNEFF | 12800 S MUSTANG RD MUSTANG, OK 73064 | AFLAC | $26 | — | $26 | 0.10% |
| DAVID M COUGHLIN3 Filed as: DAVID COUGHLIN | 10160 BRISTOL DR RANCHO CUCMONGA, CA 91737 | AFLAC | $23 | — | $23 | 0.09% |
| BRIAN PORTER3 | 8021 E DRESDEN LN WICHITA, KS 67207 | AFLAC | $15 | — | $15 | 0.06% |
| OWENMYRTLE INC3 | 1611 SAINT ANDREWS DR STE 22 LAWRENCE, KS 66047 | AFLAC | $10 | — | $10 | 0.04% |
| STEPHEN W SIMPSON3 Filed as: STEPHEN SIMPSON | 541 CONQUISTADOR CT EDMOND, OK 73025 | AFLAC | $8 | — | $8 | 0.03% |
| DEWAYNE GOLDWYN SIMPSON3 Filed as: DEWAYNE SIMPSON | 4204 COPPER ROCK DR EDMOND, OK 73025 | AFLAC | $7 | — | $7 | 0.03% |
| TERRY S DECKER3 Filed as: TERRY DECKER | RR 2 BOX 22 TURPIN, OK 73950 | AFLAC | $6 | — | $6 | 0.02% |
| USI INSURANCE SERVICES LLC3 | PO BOX 206 WICHITA, KS 67201 | AFLAC | $6 | — | $6 | 0.02% |
| LYNN E MOLLER3 Filed as: LYNN MOLLER | 332 3 1ST ST N WICHITA, KS 67202 | AFLAC | $6 | — | $6 | 0.02% |
| LESTER RAY BLACKSHEAR3 Filed as: LESTER BLACKSHEAR | 9192 SE 168TH COOK PL THE VILLAGES, FL 32162 | AFLAC | $4 | — | $4 | 0.01% |
| BRIAN MILLS3 | 1402 W LUCY WEBB RD RAYMORE, MO 64083 | AFLAC | $4 | — | $4 | 0.01% |
| KENNETH MORRIS JR3 | 5410 PLYMOUTH DR LAWRENCE, KS 66049 | 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% |
| JON KRAATZ3 | 118 SABINE ST PORTLAND, TX 78374 | AFLAC | $2 | — | $2 | 0.01% |
| SUE TUCKER3 | 9858 US HIGHWAY 29 N CUSSETA, AL 36852 | AFLAC | $2 | — | $2 | 0.01% |
| JOHN A BACON3 Filed as: JOHN BACON | 11630 W 158TH TERRACE OVERLAND PARK, KS 66221 | AFLAC | $2 | — | $2 | 0.01% |
| JOHN C MAGNUSON3 Filed as: JOHN MAGNUSON | 507 S CORONADO AVE LINDSBORG, KS 67456 | AFLAC | $1 | — | $1 | 0.00% |
| GAIL A COE3 | 4600 N FARMSTEAD BEL AIRE, KS 67220 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3K | — | $3K | 11.87% |
| JUSTIN C CARSON3 | 7701 E KELLOGG SUITE 680 WICHITA, KS 67207 | CONTINENTAL AMERICAN INSURANCE COMPANY | $649 | — | $649 | 2.64% |
| JACQUELINE L KENNEDY3 | 151 S WESTFIELD WICHITA, KS 67209 | CONTINENTAL AMERICAN INSURANCE COMPANY | $453 | — | $453 | 1.84% |
| CALEB GILMOUR3 | 515 S MAIN SUITE 501 WICHITA, KS 67202 | CONTINENTAL AMERICAN INSURANCE COMPANY | $299 | — | $299 | 1.22% |
| KATHY A WIEDEMANN3 | 229 E WILLIAM STE 501 WICHITA, KS 67202 | CONTINENTAL AMERICAN INSURANCE COMPANY | $298 | — | $298 | 1.21% |
| KEVIN D INGWERSON3 | 208 S PUTTER DR ANDOVER, KS 67002 | CONTINENTAL AMERICAN INSURANCE COMPANY | $91 | — | $91 | 0.37% |
| NATHAN L HARRISON3 | 16024 MANCHESTER ROAD SUITE 111 ELLISVILLE, MO 63011 | CONTINENTAL AMERICAN INSURANCE COMPANY | $83 | — | $83 | 0.34% |
| KENNETH D MORRIS JR3 | 5410 PLYMOUTH DR LAWRENCE, KS 66049 | CONTINENTAL AMERICAN INSURANCE COMPANY | $38 | — | $38 | 0.15% |
| BRAD J SCHUMACHER3 | 2804 COUNTRY LANE HAYS, KS 67601 | CONTINENTAL AMERICAN INSURANCE COMPANY | $33 | — | $33 | 0.13% |
| JOHN A BACON3 | 11630 W 158TH TERRACE OAKLAND PARK, KS 66221 | CONTINENTAL AMERICAN INSURANCE COMPANY | $26 | — | $26 | 0.11% |
| SAIDA K SOSA3 | 4511 SOUTH FLORA COURT WICHITA, KS 67215 | CONTINENTAL AMERICAN INSURANCE COMPANY | $10 | — | $10 | 0.04% |
| CHRISTOPHER THOMAS HIPP3 Filed as: CHRISTOPHER T HIPP | 718 MAIN SUITE 205 HAYS, KS 67601 | CONTINENTAL AMERICAN INSURANCE COMPANY | $9 | — | $9 | 0.04% |
| SAIDA K SOSA3 | 4511 SOUTH FLORA COURT WICHITA, KS 67215 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2 | — | $2 | 0.01% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| UMR, INC. EIN 39-1995276 NONE | Claims processing Service code 12 | — | $361K |
| SURENCY LIVE AND HEALTH EIN 26-1969006 NONE | Insurance services Service code 23 | — | $9K |
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 | 810 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 810 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL OF KANSAS, INC. | 676 | $0 |
| Vision | SURENCY LIFE AND HEALTH | 436 | $54K |
| Stop-loss / reinsurancereinsurance(2 contracts, 2 carriers) | TOKIO MARINE | 672 | $895K |
| Other(2 contracts, 2 carriers) | AFLAC | 89 | $51K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 676 | — |
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.