| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| JAMES ARTHUR VOLLMER3 | 401 N CARROLL AVE #207 SOUTHLAKE, TX 76092 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $8K | $0 | $8K | 10.00% |
| CANNON ALLEN3 | 2527 86TH ST LUBBOCK, TX 79423 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $0 | $4K | 5.00% |
| JAMES ARTHUR VOLLMER3 | 401 N CARROLL AVE #207 SOUTHLAKE, TX 76092 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $232 | $232 | 0.29% |
| JAMES ARTHUR VOLLMER3 | 401 N CARROLL AVE #207 SOUTHLAKE, TX 76092 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $5K | $0 | $5K | 15.00% |
| JAMES ARTHUR VOLLMER3 | 401 N CARROLL AVE #207 SOUTHLAKE, TX 76092 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $284 | $284 | 0.90% |
| JAMES ARTHUR VOLLMER3 | 401 N CARROLL AVE #207 SOUTHLAKE, TX 76092 | UNITED OF OMAHA LIFE INSURANCE COMPA | $4K | $0 | $4K | 15.00% |
| JAMES ARTHUR VOLLMER3 | 401 N CARROLL AVE #207 SOUTHLAKE, TX 76092 | UNITED OF OMAHA LIFE INSURANCE COMPA | $0 | $207 | $207 | 0.82% |
| JAMES ARTHUR VOLLMER3 | 401 N CARROLL AVE #207 SOUTHLAKE, TX 76092 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $0 | $2K | 10.00% |
| CANNON ALLEN3 | 2527 86TH ST LUBBOCK, TX 79423 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $0 | $1K | 5.00% |
| TOTAL BENEFIT SOLUTIONS5 | 2527 86TH ST LUBBOCK, TX 79423 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $894 | $894 | 3.85% |
| JAMES ARTHUR VOLLMER3 | 401 N CARROLL AVE #207 SOUTHLAKE, TX 76092 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $169 | $169 | 0.73% |
| JAMES ARTHUR VOLLMER3 | 401 N CARROLL AVE #207 SOUTHLAKE, TX 76092 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $0 | $2K | 10.00% |
| JAMES ARTHUR VOLLMER3 | 401 N CARROLL AVE #207 SOUTHLAKE, TX 76092 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $195 | $195 | 1.07% |
| CANNON ALLEN3 | 2527 86TH ST LUBBOCK, TX 79423 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $0 | $2K | 10.00% |
| JAMES ARTHUR VOLLMER3 | 401 N CARROLL AVE #207 SOUTHLAKE, TX 76092 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $0 | $2K | 10.00% |
| JAMES ARTHUR VOLLMER3 | 401 N CARROLL AVE #207 SOUTHLAKE, TX 76092 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $65 | $65 | 0.40% |
| JAMES ARTHUR VOLLMER3 | 401 N CARROLL AVE #207 SOUTHLAKE, TX 76092 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $0 | $2K | 15.00% |
| CANNON ALLEN3 | 2527 86TH ST LUBBOCK, TX 79423 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $367 | $0 | $367 | 3.00% |
| JAMES ARTHUR VOLLMER3 | 401 N CARROLL AVE #207 SOUTHLAKE, TX 76092 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $89 | $89 | 0.73% |
| JAMES ARTHUR VOLLMER3 | 401 N CARROLL AVE #207 SOUTHLAKE, TX 76092 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $0 | $2K | 15.00% |
| JAMES ARTHUR VOLLMER3 | 401 N CARROLL AVE #207 SOUTHLAKE, TN 76092 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $92 | $92 | 0.82% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| JAMES A VOLLMER EIN 45-4411322 BROKER | Other commissions; Insurance agents and brokers Service code 22 | — | $52K |
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 | 162 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 8 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 170 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | UNITED OF OMAHA LIFE INSURANCE COMPANY | 111 | $79K |
| Vision | UNITED OF OMAHA LIFE INSURANCE COMPANY | 125 | $16K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 162 | $43K |
| Short-term disability(3 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPA | 72 | $56K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 40 | $23K |
| Other(4 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 162 | $80K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 162 | — |
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.