| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC3 | 245 NORTH WACO AVENUE, SUITE 412 WICHITA, KS 67202 | BLUE CROSS AND BLUE SHIELD OF KANSAS | $61K | $0 | $61K | 3.77% |
| USI INSURANCE SERVICES LLC3 | 245 NORTH WACO AVENUE, SUITE 412 WICHITA, KS 67202 | DELTA DENTAL OF KANSAS, INC. | $8K | $0 | $8K | 5.23% |
| USI INSURANCE SERVICES LLC3 | 245 NORTH WACO AVENUE, SUITE 412 WICHITA, KS 67202 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $17K | $0 | $17K | 14.74% |
| USI INSURANCE SERVICES LLC3 | 245 NORTH WACO AVENUE, SUITE 412 WICHITA, OR 67202 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $6K | $230 | $6K | 8.62% |
| SAMUEL A MCFALL3 Filed as: SAMUEL A. MCFALL | 609 NORTH BROADWAY WICHITA, KS 67214 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $5K | $132 | $6K | 7.96% |
| LOIS JEAN BUNCH3 | 916 PINE STREET HALSTEAD, KS 67056 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $3K | $0 | $3K | 4.51% |
| CHRISTI MAE WOODARD3 Filed as: CHRISTI M. WOODARD AND OTHER AGENTS | 5405 SUDBURY LANE OKLAHOMA CITY, OK 73135 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $408 | $3K | 4.12% |
| MARILYN B BOWLING3 Filed as: MARILYN B., BOWLING | 19204 WEST 102ND STREET LENEXA, KS 66220 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $731 | $3K | 3.60% |
| RYAN BOWLING3 | 8575 WEST 110TH STREET OVERLAND PARK, KS 66210 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $11 | $1K | 1.79% |
| RODNEY G STORCK3 Filed as: RODNEY G. STORCK | 609 NORTH BROADWAY WICHITA, KS 67214 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $971 | $26 | $997 | 1.41% |
| USI INSURANCE SERVICES LLC3 | 245 NORTH WACO AVENUE, SUITE 412 WICHITA, KS 67202 | SURENCY LIFE AND HEALTH | $3K | $0 | $3K | 9.99% |
| MOVIN 4WARD, LLC4 | 1820 SOUTH STACEY STREET WICHITA, KS 67207 | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $1K | $0 | $1K | 33.50% |
| ARNELL THOMPSON4 | 1820 SOUTH STACEY STREET WICHITA, KS 67207 | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $103 | $0 | $103 | 2.57% |
| FORTUNE INSURANCE SOLUTIONS LLC4 Filed as: FORTUNE INSURANCE SOLUTIONS | 13100 TELECOM DRIVE, SUITE 100 TEMPLE TERRACE, FL 33637 | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $22 | $0 | $22 | 0.55% |
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 | 284 | 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) | 284 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS AND BLUE SHIELD OF KANSAS | 347 | $1.6M |
| Dental | DELTA DENTAL OF KANSAS, INC. | 275 | $145K |
| Vision | SURENCY LIFE AND HEALTH | 208 | $30K |
| Life insurance | RELIANCE STANDARD LIFE INSURANCE COMPANY | 259 | $116K |
| Short-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 259 | $116K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 259 | $116K |
| Prescription drug | BLUE CROSS AND BLUE SHIELD OF KANSAS | 347 | $1.6M |
| Other(3 contracts, 3 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 259 | $191K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 347 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.