| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LEAVITT GROUP3 Filed as: LEAVITT GREAT WEST INS SVS LLC | 2345 KING AV W STE E BILLINGS, MT 59102 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $23K | $2K | $26K | 10.99% |
| LEAVITT GROUP3 Filed as: LEAVITT GROUP INSURANC ADVISOR GRP | 560 S 3000 STE 150 SALT LAKE CITY, UT 84111 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $925 | $925 | 0.39% |
| LEAVITT GROUP3 Filed as: LEAVITT GREAT WEST INSURANCE | 2345 KING AVE WEST STE E BILLINGS, MT 59102 | UNITED OF OMAHA LIFE INSURANCE CO | $5K | $5K | $10K | 9.50% |
| LEAVITT GROUP3 Filed as: LEAVITT GROUP INSURANC ADVISOR GRP | 560 S 3000 STE 150 SALT LAKE CITY, UT 84111 | UNITED OF OMAHA LIFE INSURANCE CO | — | $916 | $916 | 0.91% |
| LEAVITT GROUP3 Filed as: LEAVITT GREAT WEST INSURANCE | 2345 KING AVE WEST STE E BILLINGS, MT 59102 | UNITED OF OMAHA LIFE INSURANCE CO | $11K | $3K | $15K | 19.41% |
| LEAVITT GROUP3 Filed as: LEAVITT GROUP INSURANC ADVISOR GRP | 560 S 3000 STE 150 SALT LAKE CITY, UT 84111 | UNITED OF OMAHA LIFE INSURANCE CO | — | $664 | $664 | 0.88% |
| LEAVITT GROUP3 Filed as: LEAVITT GREAT WEST INS SVC LLC | 2345 KING AVE W STE E BILLINGS, MT 59102 | SUN LIFE ASSURANCE COMPANY OF CANADA | $5K | — | $5K | 8.66% |
| LEAVITT GROUP3 Filed as: LEAVITT GREAT WEST INSURANCE | 2345 KING AVE WEST STE E BILLINGS, MT 59102 | UNITED OF OMAHA LIFE INSURANCE CO | $3K | $2K | $5K | 13.32% |
| LEAVITT GROUP3 Filed as: LEAVITT GROUP INSURANC ADVISOR GRP | 560 S 3000 STE 150 SALT LAKE CITY, UT 84111 | UNITED OF OMAHA LIFE INSURANCE CO | — | $365 | $365 | 0.91% |
| LEAVITT GROUP3 Filed as: LEAVITT GREAT WEST INSURANCE SERV. | 2345 KING AVE W STE E BILLINGS, MT 59102 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $2K | — | $2K | 15.00% |
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 | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 0 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | UNITED OF OMAHA LIFE INSURANCE COMPANY | 236 | $234K |
| Vision | SUN LIFE ASSURANCE COMPANY OF CANADA | 242 | $62K |
| Life insurance(3 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE CO | 345 | $127K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE CO | 357 | $101K |
| Other(2 contracts) | UNITED OF OMAHA LIFE INSURANCE CO | 345 | $115K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 357 | — |
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.