| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| IMA, INC.3 Filed as: IMA INC. | PO BOX 2992 WITCHITA, KS 67201 | AETNA LIFE INSURANCE COMPANY | — | $9K | $9K | 0.71% |
| IMA, INC.3 Filed as: IMA INC. | PO BOX 2992 WITCHITA, KS 67201 | AETNA LIFE INSURANCE COMPANY | — | $18 | $18 | 0.00% |
| MICHAEL D CHRISMAN3 | 515 S MAIN ST, STE 105 WICHITA, KS 67202 | AFLAC | $5K | $104 | $5K | 7.48% |
| ROBERT GELSZAT3 | 11251 E BELLAIRE ST WICHITA, KS 67207 | AFLAC | $958 | — | $958 | 1.45% |
| CALEB GILMOUR3 Filed as: CALEB J GILMOUR | 515 S MAIN ST, STE 105 WICHITA, KS 67202 | AFLAC | $711 | $30 | $741 | 1.12% |
| JAMES HOMER COOK3 | 1050 N GRETCHEN LN WICHITA, KS 67206 | AFLAC | $485 | — | $485 | 0.73% |
| KATHY WIEDEMANN3 | 222 HIGH VIEW DR BOULDER, CO 80304 | AFLAC | $427 | — | $427 | 0.64% |
| JULIAN DUARTE3 | 412 N MYRTLE ST EUREKA, KS 67045 | AFLAC | $386 | — | $386 | 0.58% |
| ROBERT L WINFREY3 | 11520 W NANTUCKET CIR WHICHITA, KS 67212 | AFLAC | $304 | — | $304 | 0.46% |
| BRANDI A PHIFER3 | 926 W MOUNTAIN ST ANDOVER, KS 67002 | AFLAC | $271 | $4 | $275 | 0.42% |
| STEVEN S HENRY3 | 9140 YORK LN HAYSVILLE, KS 67060 | AFLAC | $129 | $49 | $178 | 0.27% |
| BRIAN L PORTER3 | 8021 E DRESDEN LN WICHITA, KS 67207 | AFLAC | $157 | — | $157 | 0.24% |
| NATHAN L HARRISON3 | 16024 MANCHESTER RD 2ND FLOOR, STE 200 ELLISVILLE, MO 63011 | AFLAC | $147 | — | $147 | 0.22% |
| MARC LUTHER HOMAN3 | 11828 W CENTRAL AVE STE 100 WICHITA, KS 67212 | AFLAC | $138 | — | $138 | 0.21% |
| TERRIE J ENSLINGER3 | 10720 E 63RD ST S DERBY, KS 67037 | AFLAC | $77 | — | $77 | 0.12% |
| TERRY S DECKER3 | RR 2 BOX 22 TRUPIN, OK 73950 | AFLAC | $67 | — | $67 | 0.10% |
| BRAD J SCHUMACHER3 Filed as: BRAD J SCHMACHER | 2804 COUNTRY LN HAYS, KS 67601 | AFLAC | $66 | — | $66 | 0.10% |
| KENNETH D MORRIS JR3 | 5410 PLYMOUTH DR LAWRENCE, KS 66049 | AFLAC | $49 | — | $49 | 0.07% |
| AUSTIN HUGHES GAST3 | 515 S MAIN ST, STE 105 WICHITA, KS 67202 | AFLAC | $31 | $12 | $43 | 0.06% |
| BRIAN M LEITZEL3 | 7920 W KELLOGG DR STE 102 WHICHITA, KS 67209 | AFLAC | $42 | — | $42 | 0.06% |
| WILLINGHAM INC3 Filed as: WILLINGHAM INC. | 1502 N METCALF RD LOUSIBURG, KS 66053 | AFLAC | $34 | — | $34 | 0.05% |
| SCOTT D SWIMMER3 | 4553 W 138TH TER LEAWOOD, KS 66224 | AFLAC | $29 | — | $29 | 0.04% |
| NICOLE E ROONEY3 | 515 S MAIN ST, STE 105 WICHITA, KS 67202 | AFLAC | $26 | — | $26 | 0.04% |
| CHRISTOPHER THOMAS HIPP3 | 1601 MEADOW LN HAYS, KS 67601 | AFLAC | $25 | — | $25 | 0.04% |
| NICOLE A FLETCHER3 | 8815 W NANTUCKET ST WICHITA, KS 67212 | AFLAC | $24 | — | $24 | 0.04% |
| JOHN A BACON3 | 30837 SPRING VALLEY RD PAOLA, KS 66071 | AFLAC | $22 | — | $22 | 0.03% |
| AUSTIN HUGHES GAST3 | 2421 S CANYON ST WICHITA, KS 67235 | AFLAC | $22 | — | $22 | 0.03% |
| TANNER R KING3 | 1909 N NICKELTON ST WICHITA, KS 67235 | AFLAC | $15 | $4 | $19 | 0.03% |
| MARSHA SETZKORN MEYER3 | 2649 LIMESTONE TAMPA, KS 67483 | AFLAC | $15 | — | $15 | 0.02% |
| JENNIFER M WOFFORD3 | 2231 S UPLAND HILLS CT WICHITA, KS 67235 | AFLAC | $14 | — | $14 | 0.02% |
| NICOLE E ROONEY3 | 227 N PINE ST GODDARD, KS 67052 | AFLAC | $13 | — | $13 | 0.02% |
| MARK FRIEHE3 Filed as: MARK E FRIEHE | 11218 JOHN GALT BLVD STE 101 OMAHA, NE 68137 | AFLAC | $12 | — | $12 | 0.02% |
| WILLIAM K TEICHGRAEBER3 | 931 167TH ST EUREKA, KS 67226 | AFLAC | $10 | — | $10 | 0.02% |
| JOHN G CATE3 | 4246 N SWEET BAY ST WICHITA, KS 67226 | AFLAC | $10 | — | $10 | 0.02% |
| MATTHEW GANT3 | 2501 W 18TH AVE STE A EMPORIA, KS 66801 | AFLAC | $9 | — | $9 | 0.01% |
| GARY GIARRATANO3 | 13309 W 73RD ST SHAWNEE, KS 66216 | AFLAC | $7 | — | $7 | 0.01% |
| GARY WAYNE WILLINGHAM3 | 6033 STRAFFORD OAKS DR SEBRING, FL 33875 | AFLAC | $5 | — | $5 | 0.01% |
| BRIAN MILLS3 | 1402 W LUCY WEBB RD RAYMORE, MO 64083 | AFLAC | $3 | — | $3 | 0.00% |
| JONI S WOBORNY BUNKER3 | 1837 VIRGINIA DR MANHATTAN, KS 66502 | AFLAC | $3 | — | $3 | 0.00% |
| SUE C TUCKER3 | 9856 US HIGHWAY 29 N CUSSETA, AL 36852 | AFLAC | $1 | — | $1 | 0.00% |
| IMA, INC.3 Filed as: IMA INC. | PO BOX 2992 WITCHITA, KS 67201 | HARTFORD LIFE AND ACCIDENT | $5K | $459 | $5K | 16.49% |
| IMA, INC.3 Filed as: IMA INC. | PO BOX 2992 WITCHITA, KS 67201 | HARTFORD LIFE AND ACCIDENT | $4K | $407 | $5K | 16.49% |
| IMA, INC.3 Filed as: IMA INC. | PO BOX 2992 WITCHITA, KS 67201 | SURENCY LIFE AND HEALTH | $2K | — | $2K | 10.00% |
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 | 141 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 141 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE COMPANY | 263 | $1.2M |
| Dental | DELTA DENTAL OF KANSAS, INC. | 126 | $114K |
| Vision | SURENCY LIFE AND HEALTH | 87 | $18K |
| Life insurance | HARTFORD LIFE AND ACCIDENT | 141 | $27K |
| Short-term disability | AFLAC | 58 | $66K |
| Long-term disability | HARTFORD LIFE AND ACCIDENT | 141 | $31K |
| Prescription drug | AETNA LIFE INSURANCE COMPANY | 263 | $1.2M |
| Other(3 contracts, 3 carriers) | AFLAC | 181 | $96K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 263 | — |
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.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.