| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCIATES LLC | 7074 E GREENWAY PKWY STE 210 SCOTTSDALE, AZ 85254 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | — | $2K | 10.00% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCIATES LLC | 7074 E GREENWAY PKWY STE 210 SCOTTSDALE, AZ 85254 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | — | $3K | 15.00% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCIATES LLC | 7074 E GREENWAY PKWY STE 210 SCOTTSDALE, AZ 85254 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | — | $3K | 13.82% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCIATES LLC | 3333 LEE PARKWAY, STE. 900 DALLAS, TX 75219 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $1K | — | $1K | 10.00% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCIATES LLC | 2727 GRAND PRAIRIE PKWY WAUKEE, IA 50263 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $492 | — | $492 | 9.99% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCIATES LLC | 2727 GRAND PRAIRIE PKWY WAUKEE, IA 50263 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $230 | $230 | 4.67% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCIATES LLC | 2727 GRAND PRAIRIE PKWY WAUKEE, IA 50263 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $397 | — | $397 | 10.01% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCIATES LLC | 2727 GRAND PRAIRIE PKWY WAUKEE, IA 50263 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $181 | $181 | 4.56% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCIATES LLC | 7074 E GREENWAY PKWY STE 210 SCOTTSDALE, AZ 85254 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $308 | — | $308 | 10.00% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCIATES LLC | 2727 GRAND PRAIRIE PKWY WAUKEE, IA 50263 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $296 | — | $296 | 10.00% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCIATES LLC | 2727 GRAND PRAIRIE PKWY WAUKEE, IA 50263 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $138 | $138 | 4.66% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCIATES LLC | 2727 GRAND PRAIRIE PKWY WAUKEE, IA 50263 | DELTA DENTAL OF IOWA | $3K | $58 | $3K | — |
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 | 128 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 128 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | WELLMARK HEALTH PLAN OF IOWA | 69 | $1.1M |
| Dental | DELTA DENTAL OF IOWA | 84 | $0 |
| Vision | FIDELITY SECURITY LIFE INSURANCE COMPANY | 130 | $14K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 128 | $24K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 128 | $20K |
| Other(6 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 128 | $57K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 130 | — |
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."
No prospect flags tripped on this filing.