| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B ST FL 6 SAN DIEGO, CA 92101 | DELTA DENTAL PLAN OF ARKANSAS | $2K | — | $2K | 3.25% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES | 1500 RIVERFRONT DRIVE LITTLE ROCK, AR 72202 | DELTA DENTAL PLAN OF ARKANSAS | $947 | — | $947 | 1.49% |
| MCGRIFF INSURANCE SERVICES INC3 | PO BOX 896620 CHARLOTTE, NC 28289 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $239 | $863 | $1K | 6.83% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1120 SANCTUARY PKWY STE 300 ALPHARETTA, GA 30004 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $951 | — | $951 | 5.89% |
| MCGRIFF INSURANCE SERVICES INC3 | 1465 E JOYCE BLVD FAYETTEVILLE, AR 72703 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $424 | — | $424 | 2.63% |
| DATIS HR CLOUD, INC. (DATIS E3)5 | 100 S ASHLEY DR STE 1500 TAMPA, FL 33602 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $270 | $270 | 1.67% |
| HKG INSURANCE SOLUTIONS LLC5 | 1228 N 164TH ST OMAHA, NE 68118 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $133 | $133 | 0.82% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1120 SANCTUARY PKWY STE 300 ALPHARETTA, GA 30004 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | — | $1K | 9.07% |
| MCGRIFF INSURANCE SERVICES INC3 | PO BOX 896620 CHARLOTTE, NC 28289 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $305 | $635 | $940 | 7.07% |
| MCGRIFF INSURANCE SERVICES INC3 | 1465 E JOYCE BLVD FAYETTEVILLE, AR 72703 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $484 | — | $484 | 3.64% |
| DATIS HR CLOUD, INC. (DATIS E3)5 | 100 S ASHLEY DR STE 1500 TAMPA, FL 33602 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $229 | $229 | 1.72% |
| HKG INSURANCE SOLUTIONS LLC5 | 1228 N 164TH ST OMAHA, NE 68118 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $104 | $104 | 0.78% |
| MCGRIFF INSURANCE SERVICES INC3 | PO BOX 896620 CHARLOTTE, NC 28289 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $212 | $503 | $715 | 5.85% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1120 SANCTUARY PKWY STE 300 ALPHARETTA, GA 30004 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $708 | — | $708 | 5.79% |
| MCGRIFF INSURANCE SERVICES INC3 | 1465 E JOYCE BLVD FAYETTEVILLE, AR 72703 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $302 | — | $302 | 2.47% |
| DATIS HR CLOUD, INC. (DATIS E3)5 | 100 S ASHLEY DR STE 1500 TAMPA, FL 33602 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $202 | $202 | 1.65% |
| HKG INSURANCE SOLUTIONS LLC5 | 1228 N 164TH ST OMAHA, NE 68118 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $104 | $104 | 0.85% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1120 SANCTUARY PKWY STE 300 ALPHARETTA, GA 30004 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $991 | — | $991 | 8.81% |
| MCGRIFF INSURANCE SERVICES INC3 | PO BOX 896620 CHARLOTTE, NC 28289 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $268 | $470 | $738 | 6.56% |
| MCGRIFF INSURANCE SERVICES INC3 | 1465 E JOYCE BLVD FAYETTEVILLE, AR 72703 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $429 | — | $429 | 3.81% |
| DATIS HR CLOUD, INC. (DATIS E3)5 | 100 S ASHLEY DR STE 1500 TAMPA, FL 33602 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $189 | $189 | 1.68% |
| HKG INSURANCE SOLUTIONS LLC5 | 1228 N 164TH ST OMAHA, NE 68118 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $92 | $92 | 0.82% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1120 SANCTUARY PKWY STE 300 ALPHARETTA, GA 30004 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $700 | — | $700 | 11.60% |
| MCGRIFF INSURANCE SERVICES INC3 | 1465 E JOYCE BLVD FAYETTEVILLE, AR 72703 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $507 | $192 | $699 | 11.58% |
| DATIS HR CLOUD, INC. (DATIS E3)5 | 100 S ASHLEY DR STE 1500 TAMPA, FL 33602 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $200 | $200 | 3.31% |
| HKG INSURANCE SOLUTIONS LLC5 | 1228 N 164TH ST OMAHA, NE 68118 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $101 | $101 | 1.67% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1120 SANCTUARY PKWY STE 300 ALPHARETTA, GA 30004 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $510 | — | $510 | 12.04% |
| MCGRIFF INSURANCE SERVICES INC3 | 1465 E JOYCE BLVD FAYETTEVILLE, AR 72703 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $337 | $160 | $497 | 11.74% |
| DATIS HR CLOUD, INC. (DATIS E3)5 | 100 S ASHLEY DR STE 1500 TAMPA, FL 33602 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $146 | $146 | 3.45% |
| HKG INSURANCE SOLUTIONS LLC5 | 1228 N 164TH ST OMAHA, NE 68118 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $66 | $66 | 1.56% |
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 | 114 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 115 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | ARKANSAS BLUE CROSS AND BLUE SHIELD | 132 | $735K |
| Dental | DELTA DENTAL PLAN OF ARKANSAS | 189 | $63K |
| Vision | ARKANSAS BLUE CROSS AND BLUE SHEILD | 154 | $13K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 113 | $23K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 50 | $16K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 18 | $13K |
| Prescription drug | ARKANSAS BLUE CROSS AND BLUE SHIELD | 132 | $735K |
| Other(4 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 113 | $34K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 189 | — |
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.