| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| IMA, INC.3 | PO BOX 2992 WICHITA, KS 67201 | LINCOLN LIFE ASSURANCE COMPANY OF BOSTON | — | $12K | $12K | 2.13% |
| IMA, INC.3 | PO BOX 2992 WICHITA, KS 67201 | LINCOLN LIFE ASSURANCE COMPANY OF BOSTON | — | $13K | $13K | 3.22% |
| IMA, INC.3 Filed as: IMA INC | PO BOX 2992 WICHITA, KS 672012992 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $653 | $653 | 0.30% |
| IMA, INC.3 | PO BOX 2992 WICHITA, KS 67201 | LINCOLN LIFE ASSURANCE COMPANY OF BOSTON | — | $7K | $7K | 3.44% |
| LPL FINANCIAL CORP3 | 4707 EXECUTIVE DR. ATTN CLIENT COMPENSATION DEPARTMENT SAN DIEGO, CA 921213091 | METROPOLITAN LIFE INSURANCE COMPANY | $4K | — | $4K | 3.09% |
| KATHRYN G KWASNIAK3 | 15301 DALLAS PKWY STE 500 ADDISON, TX 75001 | STANDARD INSURANCE COMPANY | $6K | — | $6K | 12.81% |
| WESTON BRYAN3 | 4816 ALLENCREST LANE DALLAS, TX 75244 | STANDARD INSURANCE COMPANY | $6K | — | $6K | 12.14% |
| REED HEADLEY SCHNITTKER3 | 2400 DALLAS PARKWAY STE 260 PLANO, TX 75093 | STANDARD INSURANCE COMPANY | $5K | $553 | $6K | 11.81% |
| PHILLIP M. ERNEST & ASSOCIATES, INC4 | 3125 MARQUITA DRIVE FORT WORTH, TX 76116 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $6K | — | $6K | 22.44% |
| REED HEADLEY SCHNITTKER3 Filed as: REED SCHNITTKER | 2400 DALLAS PARKWAY SUITE #260 PLANO, TX 75093 | PETERSEN INTERNATIONAL UNDERWRITERS | $2K | — | $2K | 6.59% |
| WESTON BRYAN3 | 2400 DALLAS PARKWAY SUITE #260 PLANO, TX 75093 | PETERSEN INTERNATIONAL UNDERWRITERS | $2K | — | $2K | 6.59% |
| IMA, INC.3 | 1705 17TH ST SUITE 100 DENVER, CO 80202 | PETERSEN INTERNATIONAL UNDERWRITERS | $2K | — | $2K | 6.59% |
| INSURANCE PARTNERS AGENCY INC3 Filed as: THE INSURANCE PARTNERS, LLC | 11225 COLLEGE BLFD SUITE 105 OVERLAND PARK, KS 66210 | PETERSEN INTERNATIONAL UNDERWRITERS | $1K | — | $1K | 5.87% |
| IMA, INC.3 | 136 E. SOUTH TEMPLE STREET SUITE 2300 SALT LAKE CITY, UT 84111 | PETERSEN INTERNATIONAL UNDERWRITERS | $686 | — | $686 | 2.94% |
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 | 2,116 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 8 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,124 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | ALPHA DENTAL PROGRAMS, INC. | 292 | $42K |
| Vision | VISION SERVICE PLAN | 1,263 | $135K |
| Life insurance(2 contracts, 2 carriers) | LINCOLN LIFE ASSURANCE COMPANY OF BOSTON | 2,070 | $529K |
| Short-term disability | LINCOLN LIFE ASSURANCE COMPANY OF BOSTON | 1,750 | $554K |
| Long-term disability(3 contracts, 3 carriers) | LINCOLN LIFE ASSURANCE COMPANY OF BOSTON | 1,463 | $260K |
| Other(3 contracts, 3 carriers) | LINCOLN LIFE ASSURANCE COMPANY OF BOSTON | 2,070 | $652K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,070 | — |
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."
No prospect flags tripped on this filing.