| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON MIDWEST INC | 111 E KILBOURN AVE SUITE 1850 MILWAUKEE, WI 53202 | SUN LIFE ASSURANCE COMPANY OF CANADA | $216K | — | $216K | 8.05% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON INS SVCS WEST | 525 MARKET ST SUITE 3400 SAN FRANCISCO, CA 94105 | SUN LIFE ASSURANCE COMPANY OF CANADA | — | $26K | $26K | 0.96% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON MIDWEST INC | 111 E KILBOURN AVE SUITE 1850 MILWAUKEE, WI 53202 | SUN LIFE ASSURANCE COMPANY OF CANADA | $738K | — | $738K | 42.38% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON INS SVCS WEST | 525 MARKET ST SUITE 3400 SAN FRANCISCO, CA 94105 | SUN LIFE ASSURANCE COMPANY OF CANADA | — | $21K | $21K | 1.20% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON MIDWEST INC | 111 E KILBOURN AVE., STE 1850 MILWAUKEE, WI 53202 | GLOBE LIFE AND ACCIDENT INSURANCE COMPANY | $124K | $68K | $192K | 19.18% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON MIDWEST | 233 S WACKER DR. CHICAGO, IL 60606 | DELTA DENTAL OF KANSAS, INC. | $60K | — | $60K | 8.00% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON MIDWEST INC | 93033 NETWORK PL CHICAGO, IL 60673 | VISION SERVICE PLAN | $73K | — | $73K | 9.94% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON MIDWEST INC | 93033 NETWORK PLACE CHICAGO, IL 60673 | METLIFE LEGAL PLANS | $7K | — | $7K | 3.72% |
| BUSINESSOLVER.COM, INC.3 | 1025 ASHWORTH ROAD WEST DES MOINES, IA 50265 | METLIFE LEGAL PLANS | — | $6K | $6K | 2.94% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON | 775 YARD ST SUITE 200 COLUMBUS, OH 43212 | METLIFE LEGAL PLANS | — | $48 | $48 | 0.02% |
| THE BOON INSURANCE AGENCY3 | 6300 BRIDGEPOINT PARKWAY AUSTIN, TX 78730 | TRANSAMERICA LIFE INSURANCE COMPANY | $9K | — | $9K | 7.36% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON MIDWEST, INC | 330 WEST COLLEGE AVENUE, SUITE 201 APPLETON, WI 54911 | TRANSAMERICA LIFE INSURANCE COMPANY | $7K | — | $7K | 6.03% |
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 | 7,632 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 22 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 592 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 8,246 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 5,587 | $2.8M |
| Dental | DELTA DENTAL OF KANSAS, INC. | 2,433 | $750K |
| Vision | VISION SERVICE PLAN | 6,451 | $735K |
| Life insurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 12,047 | $2.7M |
| Short-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 12,047 | $2.7M |
| Long-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 12,047 | $2.7M |
| Other(3 contracts, 2 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 12,047 | $4.6M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 12,047 | — |
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.