| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | 13710 FNB PKWY STE 400 OMAHA, NE 68154 | UNITEDHEALTHCARE INSURANCE COMPANY | $31K | — | $31K | 1.64% |
| ALLIANT INSURANCE SERVICES, INC.3 | 11213 DAVENPORT ST STE 110 OMAHA, NE 68154 | UNITEDHEALTHCARE INSURANCE COMPANY | $9K | — | $9K | 0.48% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | 13710 FNB PKWY STE 400 OMAHA, NE 681545298 | METROPOLITAN LIFE INSURANCE COMPANY | $10K | $52 | $10K | 4.65% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 8420 W DODGE RD STE 510 OMAHA, NE 68114 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $35 | $2K | 1.07% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | 444 W 47TH ST STE 900 ATTN TELLLYE HEDRICK KANSAS CITY, MO 641121906 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $2K | $2K | 1.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | 5444 WESTHEIMER RD STE 900 HOUSTON, TX 77056 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $586 | $586 | 0.27% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | DBA LOCKTON INSURANCE BROKERS LLC PO BOX 92643 LOS ANGELES, CA 90009 | GEISINGER QUALITY OPTIONS, INC. | $7K | $50 | $7K | 4.39% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | DBA LOCKTON INSURANCE BROKERS LLC PO BOX 92643 LOS ANGELES, CA 90009 | GEISINGER HEALTH PLAN | $3K | $50 | $3K | 3.91% |
| ROBERT G. RELPH AGENCY, INC.3 Filed as: ROBERT E ELLIS | 11261 WRIGHT CIRCLE OMAHA, NE 68144 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $517 | $3K | 7.01% |
| DEAN W FORNOFF3 | 16041 BUFFALO ROAD SPRINGFIELD, NE 68059 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $2 | $2K | 5.17% |
| EDGHILL ENTERPRISES LLC3 | 7811 FRAMTON RD LINCOLN, NE 68516 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $275 | $1K | 3.31% |
| HOVIE AGENCY LLC3 | 11261 WRIGHT CIRCLE OMAHA, NE 68144 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $775 | $173 | $948 | 2.30% |
| RICHARD G MCGOWAN3 | 1716 N 59TH STREET OMAHA, NE 68104 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $371 | $12 | $383 | 0.93% |
| JERRY A EDGAR3 | 604 SOUTH MARKET STREET SHICKLEY, NE 68436 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $361 | $7 | $368 | 0.89% |
| MICHAEL DONLEY3 | 2241 PUEBLO COURT SIOUX CITY, IA 51104 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $323 | $2 | $325 | 0.79% |
| MARY-JOYCE LICATA3 Filed as: MARY J YARNELL | 170 E HAMILTON LN BATTLE CREEK, MI 49015 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $89 | — | $89 | 0.22% |
| R & B ENROLLMENT SERVICES INC3 Filed as: R & B ENROLLMENT SERVICES INC. | PO BOX 3216 CRESTLINE, CA 92325 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $78 | — | $78 | 0.19% |
| INFINIUM ENTERPRISES LLC3 | 4924 EASTRIDGE DR OMAHA, NE 68134 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $56 | — | $56 | 0.14% |
| WORLD INSURANCE ASSOCIATES LLC3 Filed as: KLH INSURANCE INC | 1009 8TH AVE NE WASECA, MN 56093 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $24 | — | $24 | 0.06% |
| PAMELA SWANSON ALLEN3 | 7736 WESTGATE DR LENEXA, KS 66216 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $20 | $1 | $21 | 0.05% |
| BENECHOICE ENROLLMENT SOLUTIONS & T3 | 1574 LITITZ PIKE LANCASTER, PA 17601 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | $4 | $16 | 0.04% |
| CYD M WYATT3 | 1011 N 49TH AVE OMAHA, MN 56093 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | — | $8 | 0.02% |
| VGM BENEFIT ENROLLMENTS LLC3 | 30310 HORSETHIEF DRIVE TEHACHAPI, CA 93561 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | $2 | $6 | 0.01% |
| MCCAREY INC3 | 965 MESA DRIVE CAMARILLO, CA 93010 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | $1 | $5 | 0.01% |
| RON BOWLING3 | 8575 W 110TH ST OVERLAND PARK, KS 66210 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $1 | $3 | 0.01% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE ST. SUITE 403 PITTSBURGH, PA 15233 | GEISINGER QUALITY OPTIONS, INC. | $2K | $32 | $2K | 5.21% |
| DEAN W FORNOFF3 | 16041 BUFFALO ROAD SPRINGFIELD, NE 68059 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $1 | $2K | 7.34% |
| ROBERT G. RELPH AGENCY, INC.3 Filed as: ROBERT E ELLIS | 11261 WRIGHT CIRCLE OMAHA, NE 68144 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $618 | $66 | $684 | 3.10% |
| HOVIE AGENCY LLC3 Filed as: HOVIE AGENCY | 11261 WRIGHT CIRCLE OMAHA, NE 68144 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $254 | $35 | $289 | 1.31% |
| CAROLYN GROVER3 | 206 FOX CHAPEL DR IRMO, SC 29063 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $73 | — | $73 | 0.33% |
| RICHARD G MCGOWAN3 | 1716 N 59TH STREET OMAHA, NE 68104 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $68 | $2 | $70 | 0.32% |
| WORLD INSURANCE ASSOCIATES LLC3 Filed as: KLH INSURANCE INC | 1009 8TH AVE NE WASECA, MN 56093 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $57 | — | $57 | 0.26% |
| MARY-JOYCE LICATA3 Filed as: MARY J YARNELL | 170 E HAMILTON LN BATTLE CREEK, MI 49015 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $55 | — | $55 | 0.25% |
| DWAYNE P MURPHY3 | C/O DWAYNE MURPHY PALM DESERT, CA 92253 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $18 | — | $18 | 0.08% |
| BENECHOICE ENROLLMENT SOLUTIONS & T3 | 1574 LITITZ PIKE LANCASTER, PA 17601 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | $2 | $8 | 0.04% |
| MICHAEL DONLEY3 | 2241 PUEBLO COURT SIOUX CITY, IA 51104 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.03% |
| SHEALY BENEFITS SERVICES INC3 | 215 HOGAN WAY LEXINGTON, SC 29072 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | $2 | $6 | 0.03% |
| ADVANCED BENEFIT SYSTEM INC3 | 145 RIVER LANDING DRIVE DANIEL ISLAND, SC 29492 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $3 | $6 | 0.03% |
| BRIAN JULIAN HAIR3 | 11 FALBROOK COURT IRMO, SC 29063 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | $1 | $5 | 0.02% |
| JOSEPH P CALARCO3 Filed as: JOSEPH MICHAEL EVANS | 4721 BROOKVIEW DRIVE WEST DES MOINES, IA 50265 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| JERRI J GREGORY3 | 791 NW 43RD AVE DES MOINES, IA 50313 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE ST. SUITE 403 PITTSBURGH, PA 15233 | GEISINGER HEALTH PLAN | $768 | $32 | $800 | 4.58% |
| NEBRASKA METHODIST HEALTH SYSTEM5 | 8511 WEST DODGE ROAD OMAHA, NE 68114 | NEBRASKA METHODIST HEALTH SYSTEM D/B/A BESTCARE EAP | — | $3K | $3K | — |
| NEBRASKA METHODIST HEALTH SYSTEM5 | 8511 WEST DODGE ROAD OMAHA, NE 68114 | NEBRASKA METHODIST HEALTH SYSTEM D/B/A BESTCARE EAP | — | $3K | $3K | — |
| NEBRASKA METHODIST HEALTH SYSTEM5 | 8511 WEST DODGE ROAD OMAHA, NE 68114 | NEBRASKA METHODIST HEALTH SYSTEM D/B/A BESTCARE EAP | $0 | $5K | $5K | — |
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 | 328 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 330 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(9 contracts, 5 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 365 | $2.2M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 737 | $219K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 737 | $219K |
| Life insurance(3 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 737 | $282K |
| Short-term disability(2 contracts) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 43 | $63K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 737 | $219K |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 737 | $219K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 737 | — |
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."
Multiple-employer welfare arrangement. Specific regulatory and compliance context; specific consultant niche.