| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| STEALTH PARTNER GROUP LLC3 Filed as: STEALTH PARTNER GROUP | 18700 HAYDEN RD, SUITE 405 SCOTTSDALE, AZ 85255 | COMPANION LIFE INS CO | $84K | $59K | $143K | 17.00% |
| ASSOCIATED AGENCIES, INC3 Filed as: ASSOCIATED AGENCIES INC | 1701 GOLF RD STE 3-700 ROLLING MEADOWS, IL 60008 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | — | $4K | 4.06% |
| SEQUOIA BENEFITS & INS SVCS LLC3 Filed as: SEQUOIA BENEFITS AND INS SVCS LLC | 1850 GATEWAY DR, SUITE 600 SAN MATEO, CA 94404 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | — | $1K | 1.41% |
| ASSOCIATED AGENCIES, INC3 Filed as: ASSOCIATED AGENCIES INC | 1701 GOLF RD STE 3-700 ROLLING MEADOWS, IL 60008 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | — | $3K | 4.88% |
| SEQUOIA BENEFITS & INS SVCS LLC3 Filed as: SEQUOIA BENEFITS AND INS SVCS LLC | 1850 GATEWAY DR, SUITE 600 SAN MATEO, CA 94404 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | — | $1K | 2.34% |
| SEQUOIA BENEFITS & INS SVCS LLC3 Filed as: SEQUOIA BENEFITS AND INS SVCS LLC | 1850 GATEWAY DR, SUITE 600 SAN MATEO, CA 94404 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | — | $4K | 7.64% |
| ASSOCIATED AGENCIES, INC3 Filed as: ASSOCIATED AGENCIES INC | 1701 GOLF RD STE 3-700 ROLLING MEADOWS, IL 60008 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | — | $4K | 7.36% |
| SEQUOIA BENEFITS & INS SVCS LLC3 | 1850 GATEWAY DR, SUITE 600 SAN MATEO, CA 94404 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | — | $2K | 8.36% |
| ASSOCIATED AGENCIES, INC3 Filed as: ASSOCIATED AGENCIES INC | 1701 GOLF RD STE 3-700 ROLLING MEADOWS, IL 60008 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | — | $2K | 6.64% |
| SEQUOIA BENEFITS & INS SVCS LLC3 | 1850 GATEWAY DR, SUITE 600 SAN MATEO, CA 94404 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | — | $2K | 11.11% |
| ASSOCIATED AGENCIES, INC3 Filed as: ASSOCIATED AGENCIES INC | 1701 GOLF RD STE 3-700 ROLLING MEADOWS, IL 60008 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | — | $2K | 8.89% |
| ASSOCIATED AGENCIES, INC5 Filed as: ASSOCIATED AGENCIES INC | 1701 GOLF RD STE 3-700 ROLLING MEADOWS, IL 60008 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $4K | $4K | 26.69% |
| SEQUOIA BENEFITS & INS SVCS LLC3 | 1850 GATEWAY DR, SUITE 600 SAN MATEO, CA 94404 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | — | $2K | 11.77% |
| ASSOCIATED AGENCIES, INC3 Filed as: ASSOCIATED AGENCIES INC | 1701 GOLF RD STE 3-700 ROLLING MEADOWS, IL 60008 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | — | $1K | 8.24% |
| ASSOCIATED AGENCIES, INC5 Filed as: ASSOCIATED AGENCIES INC | 1701 GOLF RD STE 3-700 ROLLING MEADOWS, IL 60008 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $4K | $4K | 32.13% |
| SEQUOIA BENEFITS & INS SVCS LLC3 Filed as: SEQUOIA BENEFITS AND INS SVCS LLC | 1850 GATEWAY DR, SUITE 600 SAN MATEO, CA 94404 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | — | $1K | 11.19% |
| ASSOCIATED AGENCIES, INC3 Filed as: ASSOCIATED AGENCIES INC | 1701 GOLF RD STE 3-700 ROLLING MEADOWS, IL 60008 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $960 | — | $960 | 8.81% |
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 | 380 | 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) | 380 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 374 | $81K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 373 | $93K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 373 | $58K |
| Stop-loss / reinsurancereinsurance | COMPANION LIFE INS CO | 348 | $841K |
| Other(6 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 374 | $130K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 374 | — |
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.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.