| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| IMA, INC.3 | 430 EAST DOUGLAS SUITE 400 WICHITA, KS 67202 | BLUE CROSS AND BLUE SHIELD OF KANSAS | $27K | — | $27K | 3.25% |
| IMA, INC.3 | P.O. BOX 2992 WICHITA, KS 672012992 | DELTA DENTAL OF KANSAS, INC. | $4K | — | $4K | 5.65% |
| IMA, INC.3 | P.O. BOX 2992 WICHITA, KS 672012992 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $3K | $289 | $3K | 15.59% |
| IMA, INC.3 | P.O. BOX 2992 WICHITA, KS 672012992 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $3K | $222 | $4K | 21.29% |
| IMA, INC.3 | P.O. BOX 2992 WICHITA, KS 672012992 | SURENCY LIFE AND HEALTH | $1K | — | $1K | 9.87% |
| IMA, INC.3 | P.O. BOX 2992 WICHITA, KS 672012992 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $1K | $202 | $1K | 11.52% |
| IMA, INC.3 | P.O. BOX 2992 WICHITA, KS 672012992 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $1K | $149 | $1K | 16.66% |
| IMA, INC.3 | P.O. BOX 2992 WICHITA, KS 672012992 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $781 | $71 | $852 | 16.36% |
| IMA, INC.3 | P.O. BOX 2992 WICHITA, KS 672012992 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $491 | $42 | $533 | 16.28% |
| IMA, INC.3 | P.O. BOX 2992 WICHITA, KS 672012992 | SURENCY LIFE AND HEALTH | $255 | — | $255 | 10.01% |
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 | 134 | 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) | 134 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS AND BLUE SHIELD OF KANSAS | 194 | $825K |
| Dental | DELTA DENTAL OF KANSAS, INC. | 92 | $69K |
| Vision(2 contracts) | SURENCY LIFE AND HEALTH | 71 | $17K |
| Life insurance(2 contracts) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 134 | $30K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 134 | $19K |
| Prescription drug | BLUE CROSS AND BLUE SHIELD OF KANSAS | 194 | $825K |
| Other(6 contracts, 2 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 260 | $54K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 260 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.