| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| DIANA SWINDERMAN3 Filed as: DIANA J. SWINDERMAN | 1170 HARDING AVENUE CANON CITY, CO 81212 | AFLAC | $6K | $426 | $6K | 5.59% |
| REBECCA J SNEDDON3 Filed as: REBECCA J. SNEDDON | 315 YUCCA STREET PUEBLO, CO 81005 | AFLAC | $4K | $354 | $5K | 4.14% |
| FRED H STREIFF3 Filed as: FRED H. STREIFF | 503 N. MAIN STREET, STE. 324 PUEBLO, CO 81003 | AFLAC | $3K | $117 | $3K | 2.39% |
| THOMAS J PITZENBERGER3 Filed as: THOMAS J. PITZENBERGER | 1200 NW SOUTH OUTER RD STE 116 BLUE SPRINGS, MO 64015 | AFLAC | $2K | $156 | $2K | 1.61% |
| DORA PARSONS3 Filed as: DORA B PARSONS | 1858 W COSTILLA DRIVE PUEBLO, CO 81007 | AFLAC | $2K | — | $2K | 1.43% |
| BILLY WAYNE OCONNOR3 | 1309 N. PRINCE EDWARD ISLAND OLATHE, KS 66061 | AFLAC | $453 | $39 | $492 | 0.43% |
| JONATHAN SAMUEL KIRKLAND3 Filed as: JONATHAN S KIRKLAND | 4245 MILGEN ROAD COLUMBUS, GA 31907 | AFLAC | $401 | — | $401 | 0.35% |
| KIEFER GROUP INSURANCE AGENCY LLC3 | 155 INVERNESS DRIVE W STE 300 ENGLEWOOD, CO 80112 | AFLAC | $225 | $156 | $381 | 0.33% |
| RONALD A MONSON3 | 104 SAN CARLOS ROAD #G PUEBLO, CO 81005 | AFLAC | $256 | — | $256 | 0.22% |
| DANIEL E YOUNG3 | 2442 VALLEY PARK DRIVE LARKSPUR, CO 80118 | AFLAC | $248 | — | $248 | 0.22% |
| THE CLINE AGENCY3 | 712 PLACHY DRIVE ALAMOSA, CO 81101 | AFLAC | $211 | — | $211 | 0.18% |
| CLINT WEIGHT3 | 3204 NORTH ACADEMY BLVD STE 130 COLORADO SPRINGS, CO 80917 | AFLAC | $151 | — | $151 | 0.13% |
| JOHN P THOMPSON3 | 6395 S KEWAUNEE WAY STE 425 AURORA, CO 80016 | AFLAC | $119 | — | $119 | 0.10% |
| KIM JORDAN3 | P O BOX 2233 DURANGO, CO 81302 | AFLAC | $107 | — | $107 | 0.09% |
| MATTHEW P GAHM3 | 6754 SILVERWIND CIRCLE COLORADO SPRINGS, CO 80923 | AFLAC | $81 | — | $81 | 0.07% |
| AUDREY J SHRIVE3 | 7057 APPLETREE LOOP COLORADO SPRINGS, CO 80925 | AFLAC | $61 | — | $61 | 0.05% |
| MICHELLE M BARRETT3 | 201 LINDSAY TRL FORT PIERRE, SD 57532 | AFLAC | $56 | — | $56 | 0.05% |
| DAVID E CLINKSCALES3 | 707 E 3RD STE 111 BIG SPRING, TX 79720 | AFLAC | $40 | — | $40 | 0.03% |
| ASPEN R LLC3 | 752 MAIN AVENUE STE 201 DURANGO, CO 81301 | AFLAC | $36 | — | $36 | 0.03% |
| HEALTH PLAN OF THE UPPER OH VALLEY3 | 52160 NATIONAL ROAD EAST ST. CLAIRESVILLE, OH 43950 | AFLAC | $9 | — | $9 | 0.01% |
| ROBERT PERRY EVANS JR3 Filed as: ROBERT P EVANS JR. INC. | 1031 SADDLEBROOK DRIVE LUCAS, TX 75002 | AFLAC | $8 | — | $8 | 0.01% |
| CENTURY ADMINISTRATIVE SERVICES INC3 Filed as: CENTURY ADMINISTRATIVE SERVICES | 109 W MAIN STREET TRINIDAD, CO 81082 | AFLAC | $7 | — | $7 | 0.01% |
| ROBERT E KEMMER3 | P O BOX 352 BUFFALO, OH 43722 | AFLAC | $6 | — | $6 | 0.01% |
| JAIME MAY3 Filed as: JAIME Y MAY | 2003 OVERTON ROAD LOT C PUEBLO, CO 81008 | AFLAC | $5 | — | $5 | 0.00% |
| GAYLORD I KAUFFMAN3 | 315 GREEN RIDGE ROAD SUITE H1 NEW CASTLE, PA 16105 | AFLAC | $5 | — | $5 | 0.00% |
| MARK D JONES3 | 306 CUNNINGHAM ROAD PENNSBORO, WV 26415 | AFLAC | $4 | — | $4 | 0.00% |
| STEVE WHITTEN3 | 7606 UNIVERSITY AVVEN STE F LUBBOCK, TX 79423 | AFLAC | $4 | — | $4 | 0.00% |
| KAREN SUTPHIN3 | 81 TABLE ROCK LANE WHEELING, WV 26003 | AFLAC | $4 | — | $4 | 0.00% |
| PENNY NICHOLSON3 Filed as: PENNY L NICHOLSON | 209 KENWOOD AVENUE MARIETTA, OH 45750 | AFLAC | $4 | — | $4 | 0.00% |
| BRUCE MEYER3 | 10800 WINCHCOMBE DRIVE DUBLIN, OH 43016 | AFLAC | $2 | — | $2 | 0.00% |
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 |
|---|---|---|---|
| Other | AFLAC | 137 | $115K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 137 | — |
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.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.
Final-filing indicator set. Plan is winding down; don't waste sales effort here.