| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC3 | 444 WEST 47TH STREET, SUITE 900 KANSAS CITY, MO 64112 | SUN LIFE ASSURANCE COMPANY OF CANADA | — | $11K | $11K | 1.29% |
| LOCKTON COMPANIES, LLC3 | 444 WEST 47TH STREET, SUITE 900 KANSAS CITY, MO 64112 | EYEMED VISION CARE | $14K | — | $14K | 10.71% |
| THOMAS OWENS4 | PO BOX 781431 WICHITA, KS 67278 | PRE-PAID LEGAL SERVICES DBA LEGALSHIELD | $6K | — | $6K | 16.27% |
| NETWORK RESOURCES, LLC4 | 188 POINTE DRIVE GLADSTONE, MO 64116 | PRE-PAID LEGAL SERVICES DBA LEGALSHIELD | $104 | — | $104 | 0.28% |
| MARGARET ANDERTON4 | 5483 BULL RUN DRIVE BIRMINGHAM, AL 35210 | PRE-PAID LEGAL SERVICES DBA LEGALSHIELD | $97 | — | $97 | 0.26% |
| JAMES JACKSON4 | 4325 VASCO STREET PUNTA GORDA, FL 33950 | PRE-PAID LEGAL SERVICES DBA LEGALSHIELD | $76 | — | $76 | 0.20% |
| BETTENA L WINNICKI4 | 5748 WINDWORTH DRIVE WINSTON SALEM, NC 27106 | PRE-PAID LEGAL SERVICES DBA LEGALSHIELD | $58 | — | $58 | 0.16% |
| JOLENE G. OLSON4 Filed as: JOLENE G OLSON | 3505 NORTH CAMERON STREET WICHITA, KS 67226 | PRE-PAID LEGAL SERVICES DBA LEGALSHIELD | $42 | — | $42 | 0.11% |
| MOVIN 4WARD, LLC4 | 1820 SOUTH STACEY STREET WICHITA, KS 67207 | PRE-PAID LEGAL SERVICES DBA LEGALSHIELD | $38 | — | $38 | 0.10% |
| PARRISH & ASSOCIATES4 Filed as: PARRISH AND ASSOCIATES | 4959 WEADOW BROOK ROAD BIRMINGHAM, AL 35242 | PRE-PAID LEGAL SERVICES DBA LEGALSHIELD | $25 | — | $25 | 0.07% |
| JERRY HASSON4 | UNIT 908 50 EAST OCEAN BOULEVARD ONG BEACH, CA 90802 | PRE-PAID LEGAL SERVICES DBA LEGALSHIELD | $25 | — | $25 | 0.07% |
| ALAN ROMAN4 | 7220 PRINCETON AVENUE SAINT LOUIS, MO 63130 | PRE-PAID LEGAL SERVICES DBA LEGALSHIELD | $20 | — | $20 | 0.05% |
| LOCKTON COMPANIES, LLC3 | 444 WEST 47TH STREET, SUITE 900 KANSAS CITY, MO 64112 | HARTFORD LIFE AND ACCIDENT | $113 | $15 | $128 | 17.07% |
| LOCKTON COMPANIES, LLC3 | 444 WEST 47TH STREET, SUITE 900 KANSAS CITY, MO 64112 | EYEMED VISION CARE | $84 | — | $84 | 12.57% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| UNITED HEALTHCARE SERVICES, INC. EIN 41-1289245 CLAIMS PROCESSOR | Claims processing; Other services Service code 12 | — | $901K |
| DELTA DENTAL OF KANSAS EIN 48-0793267 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $41K |
| WEX, INC. EIN 01-0526993 FSA ADMINISTRATOR | Contract Administrator Service code 13 | — | $19K |
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 | 1,516 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 19 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,535 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision(2 contracts) | EYEMED VISION CARE | 2,139 | $128K |
| Life insurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 1,516 | $822K |
| Long-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 1,516 | $822K |
| Stop-loss / reinsurancereinsurance | UNITED HEALTHCARE INSURANCE COMPANY | 2,810 | $1.6M |
| Other(3 contracts, 3 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 1,516 | $860K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,810 | — |
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.