| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC.3 | 2850 GOLF ROAD ROLLING MEADOWS, IL 60008 | CONTINENTAL AMERICAN INSURANCE COMPANY | $20K | — | $20K | 10.83% |
| ELWINS INSURANCE COMPANY, INC.3 | 560 FILER AVENUE, SUITE A TWIN FALLS, ID 83301 | CONTINENTAL AMERICAN INSURANCE COMPANY | $10K | $0 | $10K | 5.38% |
| HOLLY A MARITA3 Filed as: HOLLY KRISTINE HALL | 2662 EAST UPPER HAYDEN LAKE ROAD HAYDEN, ID 83835 | CONTINENTAL AMERICAN INSURANCE COMPANY | $5K | $0 | $5K | 2.58% |
| ELLWINS INSURANCE CO, INC. & OTHERS3 | 2283 EAST 4195 NORTH FILER, ID 83328 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | $0 | $1K | 0.54% |
| B LEROY ELLIOTT3 | 2283 EAST 4195 NORTH FILER, ID 83328 | CONTINENTAL AMERICAN INSURANCE COMPANY | $730 | $0 | $730 | 0.39% |
| JACQUELINE VAN SCYOC3 Filed as: JACQUELINE D. WINTERTON | 12476 WEST ARDYCE DRIVE BOISE, ID 83713 | CONTINENTAL AMERICAN INSURANCE COMPANY | $425 | $0 | $425 | 0.23% |
| SHELBI LEANN FALTER3 | 1459 WEST 400 SOUTH PINGREE, ID 83262 | CONTINENTAL AMERICAN INSURANCE COMPANY | $0 | $0 | $0 | 0.00% |
| DAVID WADE3 Filed as: DAVID T. WADE | 6967 SOUTH RIVERGATE DRIVE MIDVALE, UT 84047 | UNITED HERITAGE LIFE INSURANCE COMPANY | $8K | $0 | $8K | 13.61% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 6967 SOUTH RIVER GATE DRIVE SUITE 200 SALT LAKE CITY, UT 84047 | UNITED HEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 10.00% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 6967 SOUTH RIVER GATE DRIVE SUITE 200 MIDVALE, UT 84047 | STANDARD INSURANCE COMPANY | $934 | $143 | $1K | 7.91% |
| GALLAGHER BENEFIT SERVICES, INC.3 | PO BOX 3009 ARLINGTON HEIGHTS, IL 60006 | STANDARD INSURANCE COMPANY | — | $100 | $100 | 0.73% |
| UNKNOWN3 | UNKNOWN JEROME, ID 83338 | BLOMQUIST HALE CONSULTING | $430 | — | $430 | 5.01% |
| WILLIAM KEZELE3 | 4370 STONEBROOK LANE IDAHO FALLS, ID 83404 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | $0 | $14 | 0.50% |
| JP GRIFFETH ENTERPRISES INC3 Filed as: JP GRIFFETH ENTERPRISES, INC. | 12416 WEST BRADDOCK DRIVE BOISE, ID 83709 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | $0 | $11 | 0.40% |
| ZINA OSTER3 | 1317 EDGEWATER DRIVE, SUITE 5766 ORLANDO, FL 32804 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | $0 | $10 | 0.36% |
| FEATHER GROUP LLC3 Filed as: FEATHER GROUP, LLC | 11116 WEST THREADGRASS STREET STAR, ID 83669 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | $0 | $6 | 0.22% |
| VIRGINIA KEZELE3 Filed as: VIRGINIA AYLES KEZELE | 15377 WEST VERDE LANE GOODYEAR, AZ 85395 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | $0 | $5 | 0.18% |
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 | 185 | 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) | 185 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | STANDARD INSURANCE COMPANY | 126 | $14K |
| Life insurance(2 contracts, 2 carriers) | UNITED HERITAGE LIFE INSURANCE COMPANY | 134 | $59K |
| Short-term disability(2 contracts, 2 carriers) | CONTINENTAL AMERICAN INSURANCE COMPANY | 160 | $188K |
| Other(5 contracts, 5 carriers) | CONTINENTAL AMERICAN INSURANCE COMPANY | 252 | $269K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 252 | — |
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.