| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| IMA, INC.3 | PO BOX 2992 WICHITA, KS 67201 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $11K | $11K | 2.10% |
| IMA, INC.3 | PO BOX 2992 WICHITA, KS 67201 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $9K | $9K | 2.67% |
| IMA, INC.3 | PO BOX 2992 WICHITA, KS 67201 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $4K | $4K | 2.39% |
| LPL FINANCIAL CORP3 | PO BOX 509026 ATTN CLIENT COMPENSATION DEPARTMENT SAN DIEGO, CA 921509026 | METROPOLITAN LIFE INSURANCE COMPANY | $5K | $15 | $5K | 3.33% |
| LPL FINANCIAL CORP3 | 4707 EXECUTIVE DR ATTN CLIENT COMPENSATION DEPARTMENT SAN DIEGO, CA 921213091 | METROPOLITAN LIFE INSURANCE COMPANY | — | $15 | $15 | 0.01% |
| AMY W. HECKLINGER3 Filed as: AMY B GOSWICK | 1705 17TH STREET STE 100 DENVER, CO 80202 | STANDARD INSURANCE COMPANY | $10K | — | $10K | 15.41% |
| INSURANCE PARTNERS AGENCY INC3 Filed as: THE INSURANCE PARTNERS | 11225 COLLEGE BLVD STE 100 OVERLAND PARK, KS 66210 | STANDARD INSURANCE COMPANY | $7K | $1K | $8K | 12.63% |
| WESTON BRYAN3 | 4816 ALLENCREST LANE DALLAS, TX 75244 | STANDARD INSURANCE COMPANY | $3K | — | $3K | 3.86% |
| REED HEADLEY SCHNITTKER3 | 2400 DALLAS PARKWAY STE 260 PLANO, TX 75093 | STANDARD INSURANCE COMPANY | $3K | — | $3K | 3.86% |
| KATHRYN G KWASNIAK3 | 15301 DALLAS PKWY STE 500 ADDISON, TX 75001 | STANDARD INSURANCE COMPANY | $2K | — | $2K | 3.17% |
| INSURANCE PARTNERS AGENCY INC3 Filed as: THE INSURANCE PARTNERS, LLC | 11225 COLLEGE BLVD SUITE 105 OVERLAND PARK, KS 66210 | PETERSEN INTERNATIONAL UNDERWRITERS | $7K | — | $7K | 19.06% |
| IMA, INC.3 | 1705 17TH ST SUITE 100 DENVER, CO 80202 | PETERSEN INTERNATIONAL UNDERWRITERS | $3K | — | $3K | 9.53% |
| MEMBERSHIP CATALYTIC, INC.4 Filed as: MEMBERSHIP CATALYTIC INC. | 3125 MARQUITA DR FORT WORTH, TX 76116 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $6K | — | $6K | 21.58% |
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 | 2,157 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 7 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,164 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | ALPHA DENTAL PROGRAMS, INC. | 116 | $40K |
| Vision | VISION SERVICE PLAN | 1,125 | $132K |
| Life insurance(2 contracts, 2 carriers) | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 1,936 | $484K |
| Short-term disability | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 1,612 | $536K |
| Long-term disability(3 contracts, 3 carriers) | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 1,443 | $279K |
| Other(3 contracts, 2 carriers) | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 1,936 | $477K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,936 | — |
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.