| 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 | $29K | — | $29K | 5.00% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | 2100 ROSS AVENUE SUITE 1200 DALLAS, TX 75201 | SURENCY LIFE AND HEALTH | $6K | — | $6K | 9.99% |
| SAIDA K SOSA3 | 4511 SOUTH FLORA COURT WICHITA, KS 67215 | CONTINENTAL AMERICAN INSURANCE COMPANY | $793 | — | $793 | 3.47% |
| GAIL A COE3 | 4600 N FARMSTEAD BEL AIRE, KS 67220 | CONTINENTAL AMERICAN INSURANCE COMPANY | $672 | — | $672 | 2.94% |
| JUSTIN C CARSON3 | 7701 E KELLOGG SUITE 680 WICHITA, KS 67207 | CONTINENTAL AMERICAN INSURANCE COMPANY | $457 | — | $457 | 2.00% |
| KATHY A WIEDEMANN3 | 229 E WILLIAM STE 501 WICHITA, KS 67202 | CONTINENTAL AMERICAN INSURANCE COMPANY | $213 | — | $213 | 0.93% |
| CALEB GILMOUR3 | 515 S MAIN SUITE 501 WICHITA, KS 67202 | CONTINENTAL AMERICAN INSURANCE COMPANY | $176 | — | $176 | 0.77% |
| JACQUELINE L KENNEDY3 | 151 S WESTFIELD WICHITA, KS 67209 | CONTINENTAL AMERICAN INSURANCE COMPANY | $133 | — | $133 | 0.58% |
| NICOLE E ROONEY3 | PO BOX 694 GODDARD, KS 67052 | CONTINENTAL AMERICAN INSURANCE COMPANY | $99 | — | $99 | 0.43% |
| BRIAN M LEITZEL3 Filed as: BRIAN LEITZEL | 7920 W KELLOGG DR SUITE 102 WICHITA, KS 67209 | CONTINENTAL AMERICAN INSURANCE COMPANY | $81 | — | $81 | 0.35% |
| KEVIN D INGWERSON3 | 208 S PUTTER DR ANDOVER, KS 67002 | CONTINENTAL AMERICAN INSURANCE COMPANY | $60 | — | $60 | 0.26% |
| NATHAN L HARRISON3 | 16024 MANCHESTER ROAD SUITE 111 ELLISVILLE, MO 63011 | CONTINENTAL AMERICAN INSURANCE COMPANY | $55 | — | $55 | 0.24% |
| BRAD J SCHUMACHER3 | 2804 COUNTRY LANE HAYS, KS 67601 | CONTINENTAL AMERICAN INSURANCE COMPANY | $27 | — | $27 | 0.12% |
| KENNETH D MORRIS JR3 | 5410 PLYMOUTH DR LAWRENCE, KS 66049 | CONTINENTAL AMERICAN INSURANCE COMPANY | $27 | — | $27 | 0.12% |
| JOHN A BACON3 | 11630 W 158TH TERRACE OAKLAND PARK, KS 66221 | CONTINENTAL AMERICAN INSURANCE COMPANY | $17 | — | $17 | 0.07% |
| CHRISTOPHER THOMAS HIPP3 Filed as: CHRISTOPHER T HIPP | 718 MAIN SUITE 205 HAYS, KS 67601 | CONTINENTAL AMERICAN INSURANCE COMPANY | $7 | — | $7 | 0.03% |
| JOHN G CATE3 Filed as: JOHN CATE | 4246 N SWEET BAY ST WICHITA, KS 67226 | AFLAC | $730 | — | $730 | 3.41% |
| LARRY BARR3 | 6950 KENTFORD CIRCLE WICHITA, KS 67226 | AFLAC | $630 | — | $630 | 2.94% |
| GAIL COE3 | 4600 N FARMSTEAD CT BEL AIRE, KS 67220 | AFLAC | $506 | — | $506 | 2.36% |
| SAMUEL A MCFALL3 Filed as: SAMUEL MCFALL | 609 NORTH BROADWAY AVE SUITE 200 WICHITA, KS 67214 | AFLAC | $309 | — | $309 | 1.44% |
| HOLLY A. TIMMERMEYER3 Filed as: HOLLY TIMMERMEYER | 4164 DANBURY ST BEL AIRE, KS 67220 | AFLAC | $153 | — | $153 | 0.71% |
| WILLINGHAM INC3 | 35354 MISSION BELLEVIEW RD LOUISBURG, KS 66053 | AFLAC | $113 | — | $113 | 0.53% |
| MICHAEL PLETT3 | 1616 AVENUE H ELLSWORTH, KS 67439 | AFLAC | $80 | — | $80 | 0.37% |
| SCOTT SWIMMER3 | 4553 WEST 138TH TERRACE LEAWOOD, KS 66224 | AFLAC | $76 | — | $76 | 0.36% |
| WILLIAM O CORNELL3 Filed as: WILLIAM CORNELL | 121 LIME RD NE LAKE PLACID, FL 33852 | AFLAC | $58 | — | $58 | 0.27% |
| GARY WILLINGHAM3 | 6033 STRAFFORD OAKS DRIVE SEBRING, FL 33875 | AFLAC | $52 | — | $52 | 0.24% |
| ROMEO VEGA INSURANCE INC3 Filed as: ROMEO VEGA | 5567 STATE HWY U ROGERSVILLE, MO 65742 | AFLAC | $47 | — | $47 | 0.22% |
| MARK FRIEHE3 | 11218 JOHN GALT BLVD STE 101 OMAHA, NE 68137 | AFLAC | $47 | — | $47 | 0.22% |
| MARC HOMAN3 | 11828 W CENTRAL AVE STE 100 WICHITA, KS 67212 | AFLAC | $38 | — | $38 | 0.18% |
| NATHAN HARRISON3 | 2 CITYPLACE DR STE 30 CREVE COEUR, MO 63141 | AFLAC | $37 | — | $37 | 0.17% |
| DEBORAH JOHNSON3 | 441915 E HIGHWAY 60 VINITA, OK 74301 | AFLAC | $28 | — | $28 | 0.13% |
| JANE M MCNEFF3 Filed as: JANE MCNEFF | 12800 S MUSTANG RD MUSTANG, OK 73064 | AFLAC | $26 | — | $26 | 0.12% |
| DAVID M COUGHLIN3 Filed as: DAVID COUGHLIN | 2229 WHITE MIST DR LAS VEGAS, NV 89134 | AFLAC | $22 | — | $22 | 0.10% |
| CURTIS R HARRIS3 Filed as: CURTIS HARRIS | 2921 AIRLINE RD APT 414 CORPUS CHRISTI, TX 78414 | AFLAC | $21 | — | $21 | 0.10% |
| OWENMYRTLE INC3 | 4528 GROVE DR LAWRENCE, KS 66049 | AFLAC | $10 | — | $10 | 0.05% |
| STEPHEN W SIMPSON3 Filed as: STEPHEN SIMPSON | 540 CELTIC CT EDMOND, OK 73025 | AFLAC | $8 | — | $8 | 0.04% |
| DEWAYNE GOLDWYN SIMPSON3 Filed as: DEWAYNE SIMPSON | 4204 COPPER ROCK DR EDMOND, OK 73025 | AFLAC | $7 | — | $7 | 0.03% |
| USI INSURANCE SERVICES LLC3 | PO BOX 206 WICHITA, KS 67201 | AFLAC | $6 | — | $6 | 0.03% |
| LYNN E MOLLER3 Filed as: LYNN MOLLER | 4527 ENGLISH HOLLY DR FAIRFAX, VA 22030 | AFLAC | $6 | — | $6 | 0.03% |
| BRIAN TEICHMANN3 | 5804 W 50TH AVE HUTCHINSON, KS 67502 | AFLAC | $5 | — | $5 | 0.02% |
| TERRY S DECKER3 Filed as: TERRY DECKER | RR 2 BOX 22 TURPIN, OK 73950 | AFLAC | $5 | — | $5 | 0.02% |
| LESTER RAY BLACKSHEAR3 Filed as: LESTER BLACKSHEAR | 9192 SE 168TH COOK PL THE VILLAGES, FL 32162 | AFLAC | $4 | — | $4 | 0.02% |
| BRIAN MILLS3 | 1402 W LUCY WEBB RD RAYMORE, MO 64083 | AFLAC | $3 | — | $3 | 0.01% |
| KENNETH MORRIS JR3 | 5410 PLYMOUTH DR LAWRENCE, KS 66049 | AFLAC | $3 | — | $3 | 0.01% |
| JONI S WOBORNY BUNKER3 Filed as: JONI WOBORNY BUNKER | 1837 VIRGINIA DR MANHATTAN, KS 66502 | AFLAC | $3 | — | $3 | 0.01% |
| BRIAN PORTER3 | 8021 E DRESDEN LN WICHITA, KS 67207 | AFLAC | $1 | — | $1 | 0.00% |
| JON KRAATZ3 | 118 SABINE ST PORTLAND, TX 78374 | AFLAC | $1 | — | $1 | 0.00% |
| SUE TUCKER3 | 9858 US HIGHWAY 29 N CUSSETA, AL 36852 | AFLAC | $1 | — | $1 | 0.00% |
| JOHN A BACON3 Filed as: JOHN BACON | 30837 SPRING VALLEY RD PAOLA, KS 66071 | AFLAC | $1 | — | $1 | 0.00% |
| JOHN C MAGNUSON3 Filed as: JOHN MAGNUSON | 507 S CORONADO AVE LINDSBORG, KS 67456 | AFLAC | $1 | — | $1 | 0.00% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| UMR, INC. EIN 39-1995276 CLAIMS PROCESSING | Claims processing Service code 12 | — | $337K |
| SURENCY LIFE AND HEALTH INSURANCE EIN 26-1969006 NONE | Insurance services Service code 23 | — | $8K |
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 | 848 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 848 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL OF KANSAS, INC. | 732 | $0 |
| Vision | SURENCY LIFE AND HEALTH | 501 | $64K |
| Stop-loss / reinsurancereinsurance(2 contracts, 2 carriers) | TOKIO MARINE | 716 | $1.2M |
| Other(2 contracts, 2 carriers) | CONTINENTAL AMERICAN INSURANCE COMPANY | 97 | $44K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 732 | — |
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.