| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC | 2100 ROSS AVENUE, SUITE 1200 DALLAS, TX 75201 | SYMETRA LIFE INSURANCE COMPANY | — | $50K | $50K | 3.43% |
| LOCKTON COMPANIES, LLC3 | 2100 ROSS AVENUE, SUITE 1200 DALLAS, TX 75201 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $12K | — | $12K | 1.49% |
| IMG5 | 2960 NORTH MERIDIAN STREET INDIANAPOLIS, IN 46208 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | — | $244 | $244 | 0.03% |
| LOCKTON COMPANIES, LLC3 | 444 WEST 47TH STREET, SUITE 900 KANSAS CITY, MO 64112 | EYEMED VISION CARE | $15K | — | $15K | 10.93% |
| THOMAS OWENS4 | PO BOX 781431 WICHITA, KS 67278 | PRE-PAID LEGAL SERVICES DBA LEGALSHIELD | $4K | — | $4K | 14.11% |
| NETWORK RESOURCES, LLC4 | 188 POINTE DRIVE GLADSTONE, MO 64116 | PRE-PAID LEGAL SERVICES DBA LEGALSHIELD | $60 | — | $60 | 0.19% |
| JOLENE G. OLSON4 Filed as: JOLENE G OLSON | 3505 NORTH CAMERON STREET WICHITA, KS 67226 | PRE-PAID LEGAL SERVICES DBA LEGALSHIELD | $32 | — | $32 | 0.10% |
| PARRISH & ASSOCIATES4 Filed as: PARRISH AND ASSOCIATES | 4959 WEADOW BROOK ROAD BIRMINGHAM, AL 35242 | PRE-PAID LEGAL SERVICES DBA LEGALSHIELD | $25 | — | $25 | 0.08% |
| MOVIN 4WARD, LLC4 | 1820 SOUTH STACEY STREET WICHITA, KS 67207 | PRE-PAID LEGAL SERVICES DBA LEGALSHIELD | $24 | — | $24 | 0.08% |
| STEVEN R REDDICK4 | 13330 LARIMORE AVENUE, APT 316 OMAHA, NE 68164 | PRE-PAID LEGAL SERVICES DBA LEGALSHIELD | $24 | — | $24 | 0.08% |
| LOCKTON COMPANIES, LLC3 | 444 WEST 47TH STREET, SUITE 900 KANSAS CITY, MO 64112 | EYEMED VISION CARE | $152 | — | $152 | 10.96% |
| LOCKTON COMPANIES, LLC3 | 444 WEST 47TH STREET, SUITE 900 KANSAS CITY, MO 64112 | HARTFORD LIFE AND ACCIDENT | $113 | — | $113 | 15.07% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| UNITED HEALTHCARE SERVICES, INC. EIN 41-1289245 CLAIMS PROCESSOR | Other services; Claims processing Service code 12 | — | $681K |
| DELTA DENTAL OF KANSAS EIN 48-0793267 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $40K |
| WEX, INC. EIN 01-0526993 FSA ADMINISTRATOR | Contract Administrator Service code 13 | — | $24K |
| COMPSYCH EIN 35-3739783 THIRD PARTY ADMINISTRATOR | Contract Administrator Service code 13 | — | $14K |
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 | 1,432 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 32 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,464 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision(2 contracts) | EYEMED VISION CARE | 2,055 | $142K |
| Life insurance | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 1,907 | $795K |
| Long-term disability | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 1,907 | $795K |
| Stop-loss / reinsurancereinsurance | SYMETRA LIFE INSURANCE COMPANY | 1,114 | $1.5M |
| Other(3 contracts, 3 carriers) | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 1,907 | $827K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,055 | — |
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.