| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ROBIN SLAWSON3 | 560 6TH ST PENROSE, CO 81240 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | — | $1K | 10.00% |
| ROBIN SLAWSON3 | 560 6TH ST PENROSE, CO 81240 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | — | $2K | 15.00% |
| REUBEN WARNER ASSOCIATES, INC.3 Filed as: WARNER PACIFIC INSURANCE SERVICES | 32110 AGOURA RD WESTLAKE VILLAGE, CA 91361 | METROPOLITAN LIFE INSURANCE COMPANY | $354 | — | $354 | 5.00% |
| ROBIN SLAWSON3 | 560 6TH ST PENROSE, CO 81240 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $373 | — | $373 | 9.99% |
| DIANA SWINDERMAN3 Filed as: DIANA J SWINDERMAN | 1170 HARDING AVE CANON CITY, CO 81212 | CONTINENTAL AMERICAN INSURANCE COMPANY | $50 | — | $50 | 2.34% |
| ROBIN SLAWSON3 | 560 6TH ST PENROSE, CO 81240 | CONTINENTAL AMERICAN INSURANCE COMPANY | $36 | — | $36 | 1.69% |
| FRED H STREIFF3 | 33000 VISTA WEST DRIVE TINIDAD, CO 81082 | CONTINENTAL AMERICAN INSURANCE COMPANY | $26 | — | $26 | 1.22% |
| REBECCA J SNEDDON3 | 315 YUCCA ST PUEBLO, CO 81005 | CONTINENTAL AMERICAN INSURANCE COMPANY | $12 | — | $12 | 0.56% |
| ROGER CURTIS POWELL3 Filed as: ROGER C POWELL | 550 LIBERTY ST APT 501 BRIANTREE, MA 02184 | CONTINENTAL AMERICAN INSURANCE COMPANY | $8 | — | $8 | 0.38% |
| CLINT WEIGHT3 | 745 S 180 WEST SALEM, UT 84653 | CONTINENTAL AMERICAN INSURANCE COMPANY | $7 | — | $7 | 0.33% |
| NIKKI KERR3 | PO BOX 7714 PUEBLO WEST, CO 81007 | CONTINENTAL AMERICAN INSURANCE COMPANY | $6 | — | $6 | 0.28% |
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 | 144 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 144 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | BETA HEALTH | 19 | $3K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 88 | $7K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 144 | $18K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 27 | $14K |
| Other(3 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 144 | $20K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 144 | — |
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.