| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BUKATY COMPANIES3 Filed as: BUKATY COMPANIES INC | 4601 COLLEGE BOULEVARD, SUITE 100 LEAWOOD, KS 66211 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $1K | $5K | 11.36% |
| LOCKTON COMPANIES, LLC3 | 444 WEST 47TH STREET, SUITE 900 KANSAS CITY, MO 64112 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $698 | — | $698 | 1.60% |
| BUKATY COMPANIES3 Filed as: BUKATY COMPANIES INC | 4601 COLLEGE BOULEVARD, SUITE 100 LEAWOOD, KS 66211 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $737 | $5K | 19.97% |
| LOCKTON COMPANIES, LLC3 | 444 WEST 47TH STREET, SUITE 900 KANSAS CITY, MO 64112 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $745 | — | $745 | 3.16% |
| TECHSOURCE INC5 Filed as: TECHSOURCE, INC | 9710 W 145TH TERRACE OVERLAND PARK, KS 66221 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $596 | $596 | 2.52% |
| T2B SOLUTIONS INC.5 Filed as: T2B SOLUTIONS LLC | PO BOX 43 INDIANOLA, IA 50125 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $112 | $112 | 0.47% |
| BUKATY COMPANIES3 Filed as: BUKATY COMPANIES INC | 4601 COLLEGE BOULEVARD, SUITE 100 LEAWOOD, KS 66211 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $715 | $4K | 20.61% |
| LOCKTON COMPANIES, LLC3 | 444 WEST 47TH STREET, SUITE 900 KANSAS CITY, MO 64112 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $582 | — | $582 | 2.67% |
| TECHSOURCE INC5 Filed as: TECHSOURCE, INC | 9710 W 145TH TERRACE OVERLAND PARK, KS 66221 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $567 | $567 | 2.60% |
| T2B SOLUTIONS INC.5 Filed as: T2B SOLUTIONS LLC | PO BOX 43 INDIANOLA, IA 50125 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $87 | $87 | 0.40% |
| BUKATY COMPANIES3 Filed as: BUKATY COMPANIES INC | 4601 COLLEGE BOULEVARD, SUITE 100 LEAWOOD, KS 66211 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $352 | $2K | 19.46% |
| LOCKTON COMPANIES, LLC3 | 444 WEST 47TH STREET, SUITE 900 KANSAS CITY, MO 64112 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $418 | — | $418 | 3.46% |
| TECHSOURCE INC5 Filed as: TECHSOURCE, INC. | 9710 W 145TH TERRACE OVERLAND PARK, KS 66221 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $300 | $300 | 2.48% |
| T2B SOLUTIONS INC.5 Filed as: T2B SOLUTIONS LLC | PO BOX 43 INDIANOLA, IA 50125 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $63 | $63 | 0.52% |
| BUKATY COMPANIES3 Filed as: BUKATY COMPANIES INC | 4601 COLLEGE BOULEVARD, SUITE 100 LEAWOOD, KS 66211 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $958 | $335 | $1K | 11.40% |
| LOCKTON COMPANIES, LLC3 | 444 WEST 47TH STREET, SUITE 900 KANSAS CITY, MO 64112 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $176 | — | $176 | 1.55% |
| BUKATY COMPANIES3 Filed as: BUKATY COMPANIES INC | 4601 COLLEGE BOULEVARD, SUITE 100 LEAWOOD, KS 66211 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $311 | $2K | 20.08% |
| LOCKTON COMPANIES, LLC3 | 444 WEST 47TH STREET, SUITE 900 KANSAS CITY, MO 64112 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $303 | — | $303 | 3.08% |
| TECHSOURCE INC5 Filed as: TECHSOURCE, INC | 9710 W 145TH TERRACE OVERLAND PARK, KS 66221 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $250 | $250 | 2.54% |
| T2B SOLUTIONS INC.5 Filed as: T2B SOLUTIONS LLC | PO BOX 43 INDIANOLA, IA 50125 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $45 | $45 | 0.46% |
| BUKATY COMPANIES3 Filed as: BUKATY COMPANIES INC | 4601 COLLEGE BOULEVARD, SUITE 100 LEAWOOD, KS 66211 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $253 | $2K | 23.47% |
| LOCKTON COMPANIES, LLC3 | 444 WEST 47TH STREET, SUITE 900 KANSAS CITY, MO 64112 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $378 | — | $378 | 4.62% |
| TECHSOURCE INC5 Filed as: TECHSOURCE, INC | 9710 W 145TH TERRACE OVERLAND PARK, KS 66221 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $200 | $200 | 2.44% |
| T2B SOLUTIONS INC.5 Filed as: T2B SOLUTIONS LLC | PO BOX 43 INDIANOLA, IA 50125 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $45 | $45 | 0.55% |
| BUKATY COMPANIES3 Filed as: BUKATY COMPANIES INC | 4601 COLLEGE BOULEVARD, SUITE 100 LEAWOOD, KS 66211 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $196 | $2K | 23.03% |
| LOCKTON COMPANIES, LLC3 | 444 WEST 47TH STREET, SUITE 900 KANSAS CITY, MO 64112 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $357 | — | $357 | 4.39% |
| TECHSOURCE INC5 Filed as: TECHSOURCE, INC | 9710 W 145TH TERRACE OVERLAND PARK, KS 66221 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $201 | $201 | 2.47% |
| T2B SOLUTIONS INC.5 Filed as: T2B SOLUTIONS LLC | PO BOX 43 INDIANOLA, IA 50125 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $43 | $43 | 0.53% |
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 | 137 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 11 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 148 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | UNITED OF OMAHA LIFE INSURANCE COMPANY | 107 | $44K |
| Vision | UNITED OF OMAHA LIFE INSURANCE COMPANY | 92 | $11K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 137 | $32K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 54 | $12K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 137 | $24K |
| Other(4 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 137 | $48K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 137 | — |
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.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.