| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| DANNY WILLIAM CROSS3 | 516 SUNSET PL CHARLES CITY, IA 50616 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $8K | — | $8K | 20.00% |
| DANNY WILLIAM CROSS3 | 516 SUNSET PL CHARLES CITY, IA 50616 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $6K | — | $6K | 20.00% |
| APRIL MARIE HUDGENS3 Filed as: APRIL HUDGENS | PO BOX 450053 GROVE, OK 74345 | AFLAC | $845 | $11 | $856 | 3.56% |
| DEREK J COMAGES3 Filed as: DEREK COMAGES | 631-5 HC 60 BOX CHECOTAH, OK 74426 | AFLAC | $323 | $3 | $326 | 1.36% |
| M BLEVINS3 | PO BOX 1436 MIAMI, OK 74355 | AFLAC | $277 | — | $277 | 1.15% |
| MICHAEL ARTHUR KIRK3 Filed as: MICHAEL KIRK | 8401 S 4TH ST BROKEN ARROW, OK 74011 | AFLAC | $187 | — | $187 | 0.78% |
| GENA G QUARANTELLO3 Filed as: GENA QUARANTELLO | 12962 E VISTAPARK DR MOORPARK, CA 93021 | AFLAC | $177 | — | $177 | 0.74% |
| SHIRLEY A BAZAY3 Filed as: SHIRLEY BAZAY | 17460 1-35 N STE 430 #137 SCHERT, TX 78154 | AFLAC | $157 | — | $157 | 0.65% |
| TRAVIS HURT3 | 18446 S 154TH EAST AVE BIXBY, OK 74008 | AFLAC | $152 | — | $152 | 0.63% |
| JAMES D GRACE3 Filed as: JAMES GRACE | 4401 HIGHLAND HILLS DR NORMAN, OK 73026 | AFLAC | $121 | — | $121 | 0.50% |
| JOHN ROBERT DE LARIOS3 Filed as: JOHN DE LARIOS | 119 TAMARACK CV HOLLY LAKE RANCH, TX 75765 | AFLAC | $102 | — | $102 | 0.42% |
| IAGENTTCB LLC3 | 14911 S 4220 RD CLAREMORE, OK 74017 | AFLAC | $95 | — | $95 | 0.39% |
| DARREN R WARREN3 | 13504 N 2320 RD GOTEBO, OK 73041 | AFLAC | $95 | — | $95 | 0.39% |
| LARRY D DENNY3 | PO BOX 306 WETUMKA, OK 74883 | AFLAC | $70 | — | $70 | 0.29% |
| KELLI R CAROTHERS3 | 7310 E 76TH ST TULSA, OK 74133 | AFLAC | $67 | — | $67 | 0.28% |
| ELAINE HAMMAR3 | 7922 S 78TH EAST AVE TULSA, OK 74133 | AFLAC | $54 | — | $54 | 0.22% |
| LINDA M SMITH3 Filed as: LINDA SMITH | PO BOX 451736 GROVE, OK 74345 | AFLAC | $51 | — | $51 | 0.21% |
| LESTER RAY BLACKSHEAR3 Filed as: LESTER BLACKSHEAR | 9192 SE 168TH COOK PL THE VILLAGES, FL 32162 | AFLAC | $24 | — | $24 | 0.10% |
| LYNDA F BENGE3 Filed as: LYNDA BENGE | 7434 E 83RD PL TULSA, OK 74133 | AFLAC | $23 | — | $23 | 0.10% |
| JOHN N KARR3 Filed as: JOHN KARR | 907 S DETROIT AVE STE 905 TULSA, OK 74120 | AFLAC | $18 | $3 | $21 | 0.09% |
| DAVID L DEARDORFF3 Filed as: DAVID DEARDORFF | 1719 NW 7TH PL CAPE CORAL, FL 33993 | AFLAC | $19 | — | $19 | 0.08% |
| CHRISTOPHER KENNER3 | PO BOX 855 CASCADE, ID 83611 | AFLAC | $18 | — | $18 | 0.07% |
| CARL CLARK3 | 1410 CEDAR ST BARTLESVILLE, OK 74006 | AFLAC | $11 | — | $11 | 0.05% |
| JOHN A WILLIAMS COMPANY INC3 | 20316 N COUNTY ROAD 3240 PAULS VALLEY, OK 73075 | AFLAC | $6 | — | $6 | 0.02% |
| HAL W MOFFATT3 Filed as: HAL MOFFATT | 1221 LAMPLIGHTER LN EDMOND, OK 73034 | AFLAC | $5 | — | $5 | 0.02% |
| JARRELL K PRENTICE3 Filed as: JARRELL PRENTICE | 1113 EAST DR EDMOND, OK 73034 | AFLAC | $5 | — | $5 | 0.02% |
| STEPHEN W SIMPSON3 Filed as: STEPHEN SIMPSON | 540 CELTIC CT EDMOND, OK 73025 | AFLAC | $4 | — | $4 | 0.02% |
| DOUGLAS FOX3 | 6836 THAYER LAKE DR ALDEN, MI 49612 | AFLAC | $3 | — | $3 | 0.01% |
| EDWARD A HALL JR3 Filed as: EDWARD HALL JR | 2224 WOODMARSH CIR AUBURN, GA 30011 | AFLAC | $3 | — | $3 | 0.01% |
| SHANE M OWEN3 Filed as: SHANE OWEN | 8413 NW 106TH ST OKLAHOMA CITY, OK 73162 | AFLAC | $3 | — | $3 | 0.01% |
| PAUL B BROUCHOUD3 Filed as: PAUL BROUCHOUD | 604 MARK DR DEL CITY, OK 73115 | AFLAC | $2 | — | $2 | 0.01% |
| JOSHUA C ROLAN3 Filed as: JOSHUA ROLAN | 704 SEMINOLE DR PAULS VALLEY, OK 73075 | AFLAC | $1 | — | $1 | 0.00% |
| JAMES D DUDLEY3 Filed as: JAMES DUDLEY | 1355 LYNNFIELD RD STE 259 MEMPHIS, TN 38119 | AFLAC | $1 | — | $1 | 0.00% |
| DANNY WILLIAM CROSS3 | 516 SUNSET PL CHARLES CITY, IA 50616 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | — | $2K | 10.00% |
| CPS INSURANCE SERVICES3 | 2860 MICHELLE STE 150 IRVINE, CA 92606 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | — | $2K | 10.00% |
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 | 175 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 175 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 191 | $62K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 54 | $32K |
| Other(3 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 191 | $86K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 191 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.