| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY AND ASSOCIATES LLC | 2727 GRAND PRAIRE PKWY WAUKEE, IA 50263 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $30 | $2K | 9.23% |
| PLANSOURCE BENEFITS ADMINISTRATION3 | 101 S GARLAND STE 203 ORLANDO, FL 32801 | METROPOLITAN LIFE INSURANCE COMPANY | $147 | — | $147 | 0.65% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY AND ASSOCIATES LLC | PO BOX 441 DES MOINES, IA 50302 | METROPOLITAN LIFE INSURANCE COMPANY | — | $4 | $4 | 0.02% |
| HOLMES MURPHY & ASSOCIATES0 Filed as: HOLMES MURPHY AND ASSOCIATES LLC | 2727 GRAND PRAIRE PKWY WAUKEE, IA 50263 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | $30 | $3K | 24.71% |
| PLANSOURCE BENEFITS ADMINISTRATION3 | 101 S GARLAND AVE STE 203 ORLANDO, FL 32801 | METROPOLITAN LIFE INSURANCE COMPANY | $81 | $0 | $81 | 0.71% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY AND ASSOCIATES LLC | PO BOX 441 DES MOINES, IA 50302 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $2 | $2 | 0.02% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY AND ASSOCIATES LLC | 2727 GRAND PRAIRE PKWY WAUKEE, IA 50263 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | $30 | $1K | 21.53% |
| HOLMES MURPHY & ASSOCIATES Filed as: HOLMES MURPHY AND ASSOCIATES LLC | PO BOX 441 DES MOINES, IA 50302 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $1 | $1 | 0.02% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY AND ASSOCIATES LLC | 2727 GRAND PRAIRE PKWY WAUKEE, IA 50263 | SAFEGUARD HEALTH PLANS, INC A TEXAS CORPORATION | $300 | — | $300 | 9.07% |
| PLANSOURCE BENEFITS ADMINISTRATION3 | 101 S GARLAND AVE ORLANDO, FL 32801 | SAFEGUARD HEALTH PLANS, INC A TEXAS CORPORATION | $19 | — | $19 | 0.57% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY AND ASSOCIATES LLC | 2727 GRAND PRAIRE PKWY WAUKEE, IA 50263 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | $421 | $4K | 215.80% |
| PLANSOURCE BENEFITS ADMINISTRATION3 | 101 S GARLAND AVE AVE 203 ORLANDO, FL 32801 | METROPOLITAN LIFE INSURANCE COMPANY | $91 | $0 | $91 | 5.12% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY AND ASSOCIATES LLC | PO BOX 441 DES MOINES, IA 50302 | METROPOLITAN LIFE INSURANCE COMPANY | — | $2 | $2 | 0.11% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY AND ASSOCIATES LLC | 2727 GRAND PRAIRE PKWY WAUKEE, IA 50263 | SAFEGUARD HEALTH PLANS, INC A FLORIDA CORPORATION | $58 | — | $58 | 8.68% |
| PLANSOURCE BENEFITS ADMINISTRATION3 | 101 S GARLAND AVE STE 203 ORLANDO, FL 32801 | SAFEGUARD HEALTH PLANS, INC A FLORIDA CORPORATION | $3 | — | $3 | 0.45% |
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 | 91 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 91 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 91 | $20K |
| Dental(3 contracts, 3 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 59 | $27K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 59 | $23K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 91 | — |
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.