| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES, INC | 235 HIGHLANDIA DRIVE STE. 200 BATON ROUGE, LA 70810 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $10K | — | $10K | 6.85% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES, INC | 235 HIGHLANDIA DRIVE STE. 100 BATON ROUGE, LA 70810 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $5K | — | $5K | 3.15% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES, INC | 2850 GOLF RD ROLLING MEADOWS, IL 60008 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $2K | $2K | 1.61% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES, INC | 235 HIGHLANDIA DRIVE STE. 200 BATON ROUGE, LA 70810 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | — | $4K | 6.81% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES, INC | 235 HIGHLANDIA DRIVE STE. 100 BATON ROUGE, LA 70810 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | — | $2K | 3.19% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES, INC | 2850 GOLF RD ROLLING MEADOWS, IL 60008 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $2K | $2K | 3.16% |
| PLANSOURCE BEN ADMINISTRATION INC5 | P. O. BOX 1313 ORLANDO, FL 32802 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $2K | $2K | 3.00% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES, INC | 235 HIGHLANDIA DRIVE STE. 200 BATON ROUGE, LA 70810 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $8K | — | $8K | 13.63% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES, INC | 235 HIGHLANDIA DRIVE STE. 100 BATON ROUGE, LA 70810 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | — | $4K | 6.37% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES, INC | 2850 GOLF RD ROLLING MEADOWS, IL 60008 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $2K | $2K | 3.33% |
| PLANSOURCE BEN ADMINISTRATION INC5 | P. O. BOX 1313 ORLANDO, FL 32802 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $2K | $2K | 3.00% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES, INC | 235 HIGHLANDIA DRIVE STE. 200 BATON ROUGE, LA 70810 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | — | $3K | 10.39% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES, INC | 235 HIGHLANDIA DRIVE STE. 100 BATON ROUGE, LA 70810 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | — | $1K | 4.60% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES, INC | 2850 GOLF RD ROLLING MEADOWS, IL 60008 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $1K | $1K | 3.19% |
| PLANSOURCE BEN ADMINISTRATION INC5 | P. O. BOX 1313 ORLANDO, FL 32802 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $952 | $952 | 3.00% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES, INC | 235 HIGHLANDIA DRIVE STE. 200 BATON ROUGE, LA 70810 | HCC LIFE INSURANCE COMPANY | $3K | — | $3K | 10.00% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES, INC | 235 HIGHLANDIA DRIVE STE. 200 BATON ROUGE, LA 70810 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | — | $2K | 10.17% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES, INC | 235 HIGHLANDIA DRIVE STE. 100 BATON ROUGE, LA 70810 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | — | $1K | 4.83% |
| PLANSOURCE BEN ADMINISTRATION INC5 | P. O. BOX 1313 ORLANDO, FL 32802 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $668 | $668 | 3.00% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES, INC | 2850 GOLF RD ROLLING MEADOWS, IL 60008 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $665 | $665 | 2.99% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES, INC | 235 HIGHLANDIA DRIVE STE. 200 BATON ROUGE, LA 70810 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | — | $1K | 6.84% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES, INC | 2850 GOLF RD ROLLING MEADOWS, IL 60008 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $619 | $619 | 3.23% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES, INC | 235 HIGHLANDIA DRIVE STE. 100 BATON ROUGE, LA 70810 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $605 | — | $605 | 3.16% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES, INC | 235 HIGHLANDIA DRIVE STE. 200 BATON ROUGE, LA 70810 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $842 | — | $842 | 6.92% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES, INC | 2850 GOLF RD ROLLING MEADOWS, IL 60008 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $411 | $411 | 3.38% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES, INC | 235 HIGHLANDIA DRIVE STE. 100 BATON ROUGE, LA 70810 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $375 | — | $375 | 3.08% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES, INC | 235 HIGHLANDIA DRIVE STE. 200 BATON ROUGE, LA 70810 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | — | $1K | 10.57% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES, INC | 235 HIGHLANDIA DRIVE STE. 100 BATON ROUGE, LA 70810 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $531 | — | $531 | 4.43% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES, INC | 2850 GOLF RD ROLLING MEADOWS, IL 60008 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $407 | $407 | 3.40% |
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 | 223 | 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) | 223 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | UNITED OF OMAHA LIFE INSURANCE COMPANY | 216 | $152K |
| Vision | UNITED OF OMAHA LIFE INSURANCE COMPANY | 187 | $19K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 223 | $82K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 66 | $32K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 223 | $65K |
| Other(5 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 223 | $132K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 223 | — |
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.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.