| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THOMAS MCGEE LC3 | 920 MAIN ST, SUITE 1700 KANSAS CITY, MO 64105 | PRINCIPAL LIFE INSURANCE COMPANY | $12K | — | $12K | 9.01% |
| MCINNES GROUP, INC.3 Filed as: MCINNES GROUP INC | 4300 SHAWNEE MISSION PKWY STE100 FAIRWAY, KS 66205 | PRINCIPAL LIFE INSURANCE COMPANY | $1K | — | $1K | 0.83% |
| THOMAS MCGEE LC3 | 920 MAIN ST, SUITE 1700 KANSAS CITY, MO 64105 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | — | $4K | 12.54% |
| CASSANDRA LONG3 | 8629 ALDEN ST LENEXA, KS 66215 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $125 | $1K | 3.91% |
| RON BOWLING3 | 8575 W 110TH ST OVERLAND PARK, KS 66210 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $571 | $342 | $913 | 3.06% |
| RYAN BOWLING3 | 8575 WEST 110TH STREET OVERLAND PARK, KS 66210 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $632 | $118 | $750 | 2.51% |
| LAURA BOWLING3 | 8575 W 110TH STREET, SUITE 320 OVERLAND PARK, KS 66210 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $618 | $25 | $643 | 2.16% |
| LONNIE SCHULTZ3 | MNU BOX 9294 OLATHE, KS 66062 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $488 | $31 | $519 | 1.74% |
| MAUREEN E CONRAN3 | 8575 WEST 110TH STREET OVERLAND PARK, KS 66210 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $317 | $108 | $425 | 1.42% |
| MARILYN B BOWLING3 | 19204 W 102ND STREET LENEXA, KS 66220 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $317 | $102 | $419 | 1.40% |
| BRIDGET ZUNIGA3 | 14608 W 62ND ST SHAWNEE, KS 66216 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $272 | $37 | $309 | 1.04% |
| TAMARA ANN BUSCHER3 | 1318 S WINTERBROOK OLATHE, KS 66062 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $210 | $17 | $227 | 0.76% |
| TERRY ALLEN SMITH3 | 14070 S DARNELL CT OLATHE, KS 66062 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $22 | — | $22 | 0.07% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| HEALTH SMART BENEFIT SOLUTIONS EIN 75-1857307 THIRD PARTY ADMINISTRATOR | Claims processing Service code 12 | 516 QUAIL SPRINGS PARKWAY OKLAHOMA CITY, OK 73134 | $51K |
| THOMAS MCGEE, LC BROKER | Insurance agents and brokers Service code 22 | 920 MAIN STREET, STE 1700 KANSAS CITY, MO 64105 | $45K |
| CIGNA GREAT WEST HEALTHCARE EIN 59-1031071 NETWORK PROVIDER | Insurance services Service code 23 | 900 COTTAGE GROVE ROAD BLOOMFIELD, CT 06002 | $24K |
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 | 160 | 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) | 160 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | PRINCIPAL LIFE INSURANCE COMPANY | 277 | $131K |
| Vision | PRINCIPAL LIFE INSURANCE COMPANY | 277 | $131K |
| Life insurance(2 contracts, 2 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 277 | $160K |
| Long-term disability(2 contracts, 2 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 277 | $160K |
| Stop-loss / reinsurancereinsurance | WESTPORT INSURANCE CORPORATION | 145 | $291K |
| Other | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 30 | $30K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 277 | — |
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.