| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC3 | 245 NORTH WACO, SUITE 412 WICHITA, KS 67202 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $20K | $0 | $20K | 14.81% |
| USI INSURANCE SERVICES LLC3 | 245 NORTH WACO, SUITE 412 WICHITA, KS 67202 | DELTA DENTAL OF KANSAS, INC. | $9K | $0 | $9K | 6.90% |
| USI INSURANCE SERVICES LLC3 | 245 NORTH WACO, SUITE 412 WICHITA, KS 67202 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $4K | $4 | $4K | 8.87% |
| SAMUEL A MCFALL3 Filed as: SAMUEL A. MCFALL | 609 NORTH BROADWAY WICHITA, KS 67214 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $126 | $3K | 5.30% |
| RODNEY G STORCK3 Filed as: RODNEY G. STORCK | 609 NORTH BROADWAY WICHITA, KS 67214 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $426 | $2K | 3.75% |
| MARILYN B BOWLING3 Filed as: MARILYN B. BOWLING | 19204 WEST 102ND STREET LENEXA, KS 66220 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $785 | $138 | $923 | 1.94% |
| RYAN BOWLING3 | 8575 WEST 110TH STREET OVERLAND PARK, KS 66210 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $517 | $0 | $517 | 1.09% |
| RON BOWLING3 | 8575 WEST 110TH STREET OVERLAND PARK, KS 66210 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $143 | $17 | $160 | 0.34% |
| BRIDGET ZUNIGA3 Filed as: BRIDGET ZUNIGA AND OTHER AGENTS | 14608 WEST 62ND STREET SHAWNEE, KS 66216 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $97 | $0 | $97 | 0.20% |
| USI INSURANCE SERVICES LLC3 | 245 NORTH WACO, SUITE 412 WICHITA, KS 67202 | SURENCY LIFE AND HEALTH | $3K | $0 | $3K | 9.89% |
| MOVIN 4WARD, LLC4 | 1820 SOUTH STACEY STREET WICHITA, KS 67207 | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $2K | $0 | $2K | 21.62% |
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 | 251 | 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) | 251 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL OF KANSAS, INC. | 256 | $132K |
| Vision | SURENCY LIFE AND HEALTH | 205 | $30K |
| Life insurance | RELIANCE STANDARD LIFE INSURANCE COMPANY | 251 | $137K |
| Short-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 251 | $137K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 251 | $137K |
| Other(3 contracts, 3 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 251 | $193K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 256 | — |
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.