| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: WELLS FARGO INS SVCS USA INC | PO BOX 203383 DALLAS, TX 753203381 | STANDARD INSURANCE COMPANY | $22K | — | $22K | 3.29% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: WELLS FARGO INS SVCS USA INC | PO BOX 203066 DALLAS, TX 75320 | STANDARD INSURANCE COMPANY | $3K | — | $3K | 0.49% |
| KENNETH SUITER3 | 6804 ALCOVE LANE PLANO, TX 75024 | AFLAC | $25K | $2K | $26K | 9.58% |
| DEBORAH A KRUMP3 Filed as: DEBORAH KRUMP | 1407 33RD ST S STE 107 SAINT CLOUD, MN 56301 | AFLAC | $4K | $275 | $5K | 1.64% |
| NANCY E ODOM3 Filed as: NANCY ODOM | 9330 LBJ FREEWAY SUITE 1125 DALLAS, TX 75243 | AFLAC | $4K | $235 | $4K | 1.47% |
| DONNA SHAW3 | 4811 KOEHLER RD ERIE, PA 16510 | AFLAC | $3K | $122 | $3K | 1.18% |
| ANGEL SAUCEDO3 | 10001 S 1ST ST APT 822 AUSTIN, TX 78748 | AFLAC | $2K | $6 | $2K | 0.74% |
| HUMAN INITIATIVES INC3 Filed as: HUMAN INTITIATIVES INC. | 8700 MANCHACA RD SUITE 503 AUSTIN, TX 78748 | AFLAC | $1K | — | $1K | 0.51% |
| KRISTI KIM GOODELL3 Filed as: KRISTI GOODELL | 10017 E MOUNTAIN VIEW RD UNIT 1074 SCOTTSDALE, AZ 85258 | AFLAC | $1K | — | $1K | 0.48% |
| ROBERT PERRY EVANS JR3 Filed as: ROBERT EVANS JR | 1031 SADDLEBROOK DR LUCAS, TX 75002 | AFLAC | $813 | $252 | $1K | 0.39% |
| BRENT LYNN SCHNEIDER3 Filed as: BRENT SCHNEIDER | 3801 FALL WHEAT DR PLANO, TN 75075 | AFLAC | $1K | — | $1K | 0.36% |
| MARY PAGE3 | PO BOX 1714 JOSHUA, TN 76058 | AFLAC | $766 | — | $766 | 0.28% |
| MICHAEL B DUECY3 Filed as: MICHAEL DUECY | 1011 LAUREL CV BUDA, TX 78610 | AFLAC | $677 | — | $677 | 0.25% |
| RONALD PUSZ3 | 18282 TECHNOLOGY DRIVE SUITE 205 MEADVILLE, PA 16335 | AFLAC | $625 | $25 | $650 | 0.24% |
| JEROME JEFFREY PESEK3 Filed as: JEROME PESEK | 330 TORRINGTON DR AUSTIN, TX 78737 | AFLAC | $530 | $39 | $569 | 0.21% |
| RONALD DIETL3 | PO BOX 42 CLEAR LAKE, MN 55319 | AFLAC | $509 | $6 | $515 | 0.19% |
| TERRY LAXSON3 | 2101 S INTERSTATE 35 STE 100 AUSTIN, TX 78741 | AFLAC | $493 | $1 | $494 | 0.18% |
| RACHEL F JASCHKE3 Filed as: RACHEL JASCHKE | 2033 PEACH DR NE SAUK RAPIDS, MN 56379 | AFLAC | $460 | $30 | $490 | 0.18% |
| BILLY M CRAIN3 Filed as: BILLY CRAIN | 57 PICKERING ST BROOKVILLE, PA 15825 | AFLAC | $413 | $25 | $438 | 0.16% |
| TERRY E ANDERSON3 Filed as: TERRY ANDERSON | 700 CEDAR STREET STE 185 ALEXANDRIA, MN 56308 | AFLAC | $382 | $6 | $388 | 0.14% |
| CAROL PURDY FIELDS3 Filed as: CAROL HANSEN | 1895 52ND ST SW PEQUOT LAKES, MN 56472 | AFLAC | $325 | $51 | $376 | 0.14% |
| DAWN D STILLWELL3 Filed as: DAWN STILLWELL | 206 GATLIN CREEK RD DRIPPING SPRINGS, TX 78620 | AFLAC | $318 | $38 | $356 | 0.13% |
| LARRY D DENNY3 Filed as: LARRY MARONEY | 1230 MOUNTAIN BREEZE CANYON LAKE, TX 78133 | AFLAC | $317 | — | $317 | 0.12% |
| HARVEY EDWARD MCCREARY JR3 Filed as: HARVEY MCCREARY JR. | 273 BELLWOOD DR GARLAND, TX 75040 | AFLAC | $287 | — | $287 | 0.10% |
| JASON MARONEY3 | PO BOX 841 INGRAM, TX 78025 | AFLAC | $274 | — | $274 | 0.10% |
| JENNIFER LOWE3 | 502 MOONLIGHT CIR NEW BRAUNFELS, TX 78132 | AFLAC | $229 | — | $229 | 0.08% |
| DOROTHY CIMBANIN3 | PO BOX 227 JARRELL, TX 76537 | AFLAC | $223 | — | $223 | 0.08% |
| CAROL S POOLE3 Filed as: CAROL POOLE | 2502 BLOSSOM TRL MANSFIELD, TX 76063 | AFLAC | $219 | — | $219 | 0.08% |
| CLEMENT DANIEL II3 | 4725 STONEOAK DR BELTON, TX 76513 | AFLAC | $190 | — | $190 | 0.07% |
| MARIO HAIFA3 | 1195 WASHINGTON PIKE STE 300 BRIDGEVILLE, PA 15017 | AFLAC | $160 | $24 | $184 | 0.07% |
| CHRISTIAN M KRUEGER3 Filed as: CHRISTIAN KRUEGER | 1259 LOOP 337 2ND FL NEW BRAUNFELS, TX 78130 | AFLAC | $164 | — | $164 | 0.06% |
| TODD H BURRER3 Filed as: TODD BURRER | 4611 S 96TH ST STE 109 OMAHA, NE 68127 | AFLAC | $162 | — | $162 | 0.06% |
| DEBORAH L RANSDELL3 Filed as: DEBORAH RANSDELL | 8512 SELWAY DRIVE AUSTIN, TX 78736 | AFLAC | $149 | — | $149 | 0.05% |
| MARIA MULLIGAN3 | 19420 N 59TH AVE STE C251 GLENDALE, AZ 85308 | AFLAC | $145 | — | $145 | 0.05% |
| MULLIGAN BENEFITS LLC3 | 19420 N 59TH AVE STE C251 GLENDALE, AZ 85308 | AFLAC | $136 | — | $136 | 0.05% |
| GREGORY J WEEKS3 Filed as: GREGORY WEEKS | 1259 LOOP 337 2ND FL NEW BAUNFELS, TX 78130 | AFLAC | $93 | $38 | $131 | 0.05% |
| JOHN P THOMPSON3 Filed as: JOHN THOMPSON SR | 6395 S KEWAUNEE WAY STE 425 AURORA, CO 80016 | AFLAC | $129 | — | $129 | 0.05% |
| CYNDE DAVIS3 | 2305 S CUSTER RD APT 1106 MCKINNEY, TX 75070 | AFLAC | $91 | $33 | $124 | 0.05% |
| DARBY A BAER3 | PMB 220 84 PO BOX 2428 PENSACOLA, FL 32513 | AFLAC | $118 | — | $118 | 0.04% |
| SCOTT WEBB3 | 2355 W PINNACLE PEAK RD STE 380 PHOENIX, AZ 85027 | AFLAC | $106 | — | $106 | 0.04% |
| JEREMY L TOMLINSON3 Filed as: JEREMY TOMLINSON | 7825 WASHINGTON AVE S STE 425 MINNEAPOLIS, MN 55439 | AFLAC | $51 | $45 | $96 | 0.03% |
| DONALD JEFFREY BYNUM3 Filed as: DONALD BYNUM | 1105 HUNTRIDGE CIR AUSTIN, TX 78758 | AFLAC | $93 | — | $93 | 0.03% |
| BARBARA BAROS3 | 5301 GOSHEN CT CORPUS CHRISTI, TX 78413 | AFLAC | $92 | — | $92 | 0.03% |
| MELISSA B BOYLE3 Filed as: MELISSA BOYLE | 14301 N 87TH ST STE 313 SCOTTSDALE, AL 85260 | AFLAC | $84 | — | $84 | 0.03% |
| RICHARD H NASH3 Filed as: RICHARD NASH | 6503 MISSY DRIVE DALLAS, TX 75252 | AFLAC | $78 | — | $78 | 0.03% |
| JUDY LAFEMINA3 | PPO BOX 2129 FRISCO, TX 75034 | AFLAC | $71 | — | $71 | 0.03% |
| STEVEN S. RODRIGUES3 Filed as: STEVEN RODRIGUES | 57 MEADOW LARK DRIVE CRANSTON, RI 02921 | AFLAC | $69 | — | $69 | 0.03% |
| JEFFREY D HARNED3 Filed as: JEFFREY HANSEN | 1895 52ND ST SW PEQUOT LAKES, MN 56472 | AFLAC | $67 | — | $67 | 0.02% |
| DAVID HATFIELD3 | 2622 RIO GRANDE PASS MESQUITE, TX 75150 | AFLAC | $62 | — | $62 | 0.02% |
| JACOB C ECHOLS3 Filed as: JACOB ECHOLS | 3850 E BASELINE RD STE 116 MESA, AL 85206 | AFLAC | $60 | — | $60 | 0.02% |
| TERI CHASE3 | 1553 9TH AVE SE SAINT CLOUD, MN 56304 | AFLAC | $42 | $18 | $60 | 0.02% |
| SUZANNE LEWIS3 | 7116 RIPLEY ST MCKINNEY, TX 75071 | AFLAC | $56 | — | $56 | 0.02% |
| AMANDA MCCANN POTTER3 Filed as: AMANDA POTTER | 911 N MIDKIFF RD MIDLAND, TX 79701 | AFLAC | $55 | — | $55 | 0.02% |
| MARK K HASLEY3 Filed as: MARK HASLEY | 21925 N 70TH AVE GLENDALE, AZ 85310 | AFLAC | $54 | — | $54 | 0.02% |
| TIMOTHY R QUINLAN3 Filed as: TIMOTHY QUINLAN | 137 SEMICONON LN RENFREW, PA 16053 | AFLAC | $50 | — | $50 | 0.02% |
| SCOTT WOOD3 Filed as: SCOTT KOSTEL | 9566 E WINDROSE DR SCOTTSDALE, AL 85260 | AFLAC | $49 | — | $49 | 0.02% |
| LINDA G INKS3 Filed as: LINDA INKS | 17680 PALLADIUM LN EDMOND, OH 73012 | AFLAC | $48 | — | $48 | 0.02% |
| DAVID ALAN OZOWSKI3 Filed as: DAVID OZOWSKI | 7108 OCCIDENTAL ROAD PLANO, TX 75025 | AFLAC | $40 | — | $40 | 0.01% |
| DONALD GREEN3 | 1611 W PLACITA GARBO GREEN VALLEY, AZ 85622 | AFLAC | $37 | — | $37 | 0.01% |
| MARK S TAGLIAFERRI3 Filed as: MARK TAGLIAFERRI | 110 JEFFERSON BLVD WARWICK, RI 02888 | AFLAC | $37 | — | $37 | 0.01% |
| BRENT FORD3 | 40 NE LOOP 410 STE 408 SAN ANTONIO, TX 78216 | AFLAC | $35 | — | $35 | 0.01% |
| CHARLIE JOHNSON3 | 1227 SAN PATRICIO DR DALLAS, TX 75218 | AFLAC | $24 | $10 | $34 | 0.01% |
| PATRICIA A ROGOSHESKE3 Filed as: PATRICIA ROGOSHESKE | 1255 10TH AVE N SAINT CLOUD, MN 56303 | AFLAC | $33 | — | $33 | 0.01% |
| ERNEST ANDREW GOVEA3 Filed as: ERNEST GOVEA | 321 BOIS DARC ST LOCKHART, TX 78644 | AFLAC | $32 | — | $32 | 0.01% |
| BARBARA ANN MCNAUGHTON3 Filed as: BARBARA MCNAUGHTON | 10000 N 31ST AVE STE C107 PHOENIX, AZ 85051 | AFLAC | $28 | — | $28 | 0.01% |
| RONNY STINSON3 | 2020 VZ COUNTY ROAD 1703 GRAND SALINE, TX 75140 | AFLAC | $27 | — | $27 | 0.01% |
| CRAIG R TURNER3 Filed as: CRAIG TURNER | 310 EAST INTERSTATE 30 STE 320 GARLAND, TX 75043 | AFLAC | $25 | — | $25 | 0.01% |
| DARON H PHILLIPS3 Filed as: DARON PHILLIPS | 8690 FM 1979 MARTINDALE, TN 78655 | AFLAC | $21 | — | $21 | 0.01% |
| FRANKLIN R DAVIES3 Filed as: FRANKLIN DAVIES | 201 ROYAL ABERDEEN WAY MCKINNEY, TX 75070 | AFLAC | $20 | — | $20 | 0.01% |
| A C LONG & ASSOCIATES INC3 Filed as: A C LONG & ASSOCIATES INC. | 1113 MEDINA RD SUITE 500 MEDINA, OH 44256 | AFLAC | $19 | — | $19 | 0.01% |
| STEPHANIE N. PANCHISHIN3 Filed as: STEPHANIE CENTER | 14812 LITTLE ANNE DR LITTLE ELM, TX 75068 | AFLAC | $18 | — | $18 | 0.01% |
| WILLIAM H KIRK3 Filed as: WILLIAM KIRK | 110 JEFFERSON BLVD WARWICK, RI 02888 | AFLAC | $18 | — | $18 | 0.01% |
| MISTY D SHARP3 Filed as: MISTY SHARP | 2355 W PINNACLE PEAK RD STE 380 PHOENIX, AZ 85027 | AFLAC | $17 | — | $17 | 0.01% |
| CHAD T NEVINS3 Filed as: CHAD NEVINS | 11811 N TATUM BLVD STE P129 PHOENIX, AZ 85028 | AFLAC | $17 | — | $17 | 0.01% |
| JENNIFER JONES3 | 2905 S POWERS RD SALINA, KS 67401 | AFLAC | $17 | — | $17 | 0.01% |
| BRIAN TODD KAUFFMAN3 Filed as: BRIAN KAUFFMAN | 315 GREEN RIDGE ROAD SUITE H-1 NEW CASTLE, PA 16105 | AFLAC | $14 | — | $14 | 0.01% |
| BRIAN TAYLOR3 | 8515 S INTERSTATE 35 AUSTIN, TX 78744 | AFLAC | $14 | — | $14 | 0.01% |
| SIPANI INSURANCE ASSOCIATES INC.3 | 16 SWAN CT CRANSTON, RI 02921 | AFLAC | $12 | — | $12 | 0.00% |
| RAND G SIMKINS3 Filed as: RAND SIMKINS | 1237 SHAWNEE TRL CARROLLTON, TX 75007 | AFLAC | $11 | — | $11 | 0.00% |
| BRIAN W PATTEN3 Filed as: BRIAN PATTEN | 120 MARGUERITE DR STE 101 CRANBERRY TOWNSHIP, PA 16066 | AFLAC | $9 | — | $9 | 0.00% |
| JESSICA QUEEN3 | 401 BEVERLY LN LEANDER, TX 78641 | AFLAC | $9 | — | $9 | 0.00% |
| GERHARD K GAISER3 Filed as: GERHARD GAISER | PO BOX 3363 ERIE, PA 16508 | AFLAC | $9 | — | $9 | 0.00% |
| DENNIS HULSE3 | 240 PARALLEL ST PLEASANTVILLE, PA 16341 | AFLAC | $6 | — | $6 | 0.00% |
| KEVIN WRONA3 | 4086 FAR O WAY LN RICHFIELD, OH 44286 | AFLAC | $6 | — | $6 | 0.00% |
| JOSEPH MANGANO3 | 6505 ROCKSIDE RD STE 125 INDEPENDENCE, OH 44131 | AFLAC | $5 | — | $5 | 0.00% |
| LARRY D DENNY3 Filed as: LARRY DENNY | PO BOX 306 WETUMKA, OH 74883 | AFLAC | $5 | — | $5 | 0.00% |
| RUBEN JORGE FLORES JR3 Filed as: RUBEN FLORES JR | 1201 BRASHEAR LANE CEDAR PARK, TN 78613 | AFLAC | $4 | — | $4 | 0.00% |
| ROBERT POTTER3 | 445 CANYON DR MESQUITE, NV 89027 | AFLAC | $3 | — | $3 | 0.00% |
| SARAH WRONA3 | PO BOX 231 RICHFIELD, OH 44286 | AFLAC | $3 | — | $3 | 0.00% |
| MAKOWSKI INS AGCY INC3 Filed as: MAKOWSKI INS AGCY INC. | 9404 WOODCHIP LN BROADVIEW HTS, OH 44147 | AFLAC | $3 | — | $3 | 0.00% |
| LESLIE LAMPKIN REX3 | 1008 CARDINAL LN RICHARDSON, TN 75080 | AFLAC | $2 | — | $2 | 0.00% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: WELLS FARGO INS SVCS USA INC. | 5151 BELT LINE RD STE 200 DALLAS, TX 752541460 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $23K | $5K | $28K | 12.25% |
| THE PLEXUS GROUPE LLC3 | 21805 W FIELD PKWY SUITE 300 DEER PARK, ID 600103231 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | — | $4K | 1.65% |
| WELLS FARGO INSURANCE SERVICES3 Filed as: WELLS FARGO INSURANCE SRVCS, USA TX | PO BOX 203383 DALLAS, TX 753203383 | VISION SERVICE PLAN | $2K | — | $2K | 2.07% |
| WELLS FARGO INSURANCE SERVICES3 Filed as: WELLS FARGO INSURANCE SRVS USA, INC | 64 MONROE AVENUE NW SUITE 300 GRAND RAPIDS, MI 495031453 | HYATT LEGAL PLANS | $0 | $257 | $257 | 1.49% |
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 | 1,010 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 5 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,015 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | STANDARD INSURANCE COMPANY | 818 | $679K |
| Vision | VISION SERVICE PLAN | 597 | $103K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 1,035 | $229K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 1,035 | $229K |
| Other(3 contracts, 3 carriers) | AFLAC | 1,035 | $522K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,035 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.