| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BUKATY COMPANIES3 Filed as: BUKATY COMPANIES INC | 4601 COLLEGE BLVD STE 100 LEAWOOD, KS 66211 | DEARBORN LIFE INSURANCE COMPANY | $11K | — | $11K | 14.55% |
| BUKATY COMPANIES3 Filed as: BUKATY COMPANIES INC | 4601 COLLEGE BLVD STE 100 LEAWOOD, KS 66211 | BLUECORSS CLUESHIELD OF OKLAHOMA | $837 | — | $837 | 10.00% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SVCS OK LLC | 4800 GAILLARDIA PKWY STE 300 OKLAHOMA CITY, OK 73142 | AMERCIAN HERITAGE LIFE INSURANCE COMPANY | $778 | — | $778 | 9.97% |
| BUKATY COMPANIES3 Filed as: BUKATY COMPANIES INC. | 4601 COLLEGE BLVD STE 100 LEAWOOD, KS 66211 | AMERCIAN HERITAGE LIFE INSURANCE COMPANY | $620 | — | $620 | 7.95% |
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 | 110 | 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) | 110 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE CO. | 36 | $268K |
| Dental | BLUECORSS CLUESHIELD OF OKLAHOMA | 22 | $8K |
| Vision | DEARBORN LIFE INSURANCE COMPANY | 50 | $73K |
| Life insurance | DEARBORN LIFE INSURANCE COMPANY | 50 | $73K |
| Short-term disability | DEARBORN LIFE INSURANCE COMPANY | 50 | $73K |
| Long-term disability | DEARBORN LIFE INSURANCE COMPANY | 50 | $73K |
| Other(2 contracts, 2 carriers) | DEARBORN LIFE INSURANCE COMPANY | 50 | $81K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 50 | — |
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.