| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY AND ASSOCIATES, INC. | P.O. BOX 9207 DES MOINES, IA 503069207 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $95K | — | $95K | 3.90% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY AND ASSOCIATES, INC. | 3001 WESTOWN PARKWAY WEST DES MOINES, IA 50266 | KAISER FOUNDATION HEALTH PLAN INC | $22K | — | $22K | 3.34% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY AND ASSOCIATES, INC. | 12712 PARK CENTRAL DRIVE, SUITE 100 DALLAS, TX 75251 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $11K | — | $11K | 10.00% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY AND ASSOCIATES, INC. | 12712 PARK CENTRAL DRIVE, SUITE 100 DALLAS, TX 75251 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $12K | — | $12K | 15.00% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY AND ASSOCIATES, INC. | 3001 WESTOWN PARKWAY WEST DES MOINES, IA 50266 | VISION SERVICE PLAN | $2K | — | $2K | 3.17% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY AND ASSOCIATES, INC. | 12712 PARK CENTRAL DRIVE, SUITE 100 DALLAS, TX 75251 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $6K | — | $6K | 10.00% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY AND ASSOCIATES, INC. | 3001 WESTOWN PARKWAY WEST DES MOINES, IA 50266 | HYATT LEGAL PLANS | $2K | $414 | $3K | 12.29% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY AND ASSOCIATES, INC. | 3001 WESTOWN PARKWAY WEST DES MOINES, IA 50266 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | — | $1K | 5.08% |
| SOCORRO OLIVIA ALVITRE3 | P.O. BOX 1876 NORWALK, CA 90651 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $445 | $58 | $503 | 2.34% |
| CAPSTONE BENEFIT SOLUTIONS LLC3 | 901 LAKESIDE CIRCLE LEWISVILLE, TX 75057 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $410 | $8 | $418 | 1.94% |
| RYAN THURSTON WHITTAKER3 | 33011 COMMODORE CT SAN JUAN CAPO, CA 92675 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $325 | — | $325 | 1.51% |
| TBX EMPLOYEE BENEFITS LLC3 | 1201 ELM ST STE 4250 DALLAS, TX 75270 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $297 | $4 | $301 | 1.40% |
| JOHN D EVANGELISTA3 | 26111 ANTONIO PARKWAY RANCHO SANTA MARGARITA, CA 92688 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $218 | $2 | $220 | 1.02% |
| HAD LI ENTERPRISES INCORPORATED3 | 11432 SOUTH ST #303 CERRITOS, CA 90703 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $67 | $65 | $132 | 0.61% |
| SADIE BLACKMON3 | 627 RAPIDS RD COLUMBIA, SC 29212 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $98 | — | $98 | 0.46% |
| MARIA C GONZALEZ3 | 11677 SANDPIPER CT MORENO VALLEY, CA 92557 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $82 | $7 | $89 | 0.41% |
| ADRIANA MENDIETA3 | 29448 TOURS STREET LAKE ELSINORE, CA 92530 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $74 | — | $74 | 0.34% |
| UZIEL RIVERA3 | 543 CHEROKEE CIRCLE BANNING, CA 92220 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $71 | — | $71 | 0.33% |
| BENEFITS BY DESIGN INC3 | 2101 NE 279TH ST RIDGEFIELD, WA 98642 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $31 | $7 | $38 | 0.18% |
| ERIC BROGAN3 Filed as: ERIC SWANSON | 32101 FALL RIVER ROAD TRABUCO CANYON, CA 92679 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $31 | — | $31 | 0.14% |
| DAVID J MCCLELLAN3 Filed as: DAVID ALLEN NEEL | 1201 ELM ST DALLAS, TX 75270 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $23 | — | $23 | 0.11% |
| SARAH COURTNEY KNAPP3 | 61 SKLAR LADERA RANCH, CA 92694 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $19 | — | $19 | 0.09% |
| PATRICK IAN WAGNER3 | 4580 PEBBLE BROOK LANE PLANO, TX 75093 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $17 | — | $17 | 0.08% |
| JACK ALLEN NORRIS3 Filed as: JACK WU | 821 BURLINGTON ST FILLMORE, CA 93015 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $13 | — | $13 | 0.06% |
| PREMIER WORKSITE SOLUTIONS INC3 | 806 NW 79TH ST VANCOUVER, WA 98665 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $3 | $5 | 0.02% |
| MARCEL JAMES MUELLER3 | 6664 RICHMOND DR FRISCO, TX 75035 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.01% |
| STEPHEN W DOUGLASS3 | 45 MORNING GLORY RANCHO SANTA MARGARITA, CA 92688 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.01% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY AND ASSOCIATES, INC. | 3001 WESTOWN PARKWAY WEST DES MOINES, IA 50266 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $568 | — | $568 | 2.97% |
| RYAN THURSTON WHITTAKER3 | 33011 COMMODORE CT SAN JUAN CAPO, CA 92675 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $362 | — | $362 | 1.89% |
| CAPSTONE BENEFIT SOLUTIONS LLC3 | 901 LAKESIDE CIRCLE LEWISVILLE, TX 75057 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $334 | $7 | $341 | 1.78% |
| TBX EMPLOYEE BENEFITS LLC3 | 1201 ELM ST STE 4250 DALLAS, TX 75270 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $266 | $4 | $270 | 1.41% |
| JOHN D EVANGELISTA3 | 26111 ANTONIO PARKWAY RANCHO SANTA MARGARITA, CA 92688 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $223 | — | $223 | 1.17% |
| BARBARA ANN BASTON | 5401 MANSEL LANE FT WORTH, TX 76134 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $183 | $10 | $193 | 1.01% |
| SADIE BLACKMON3 | 627 RAPIDS RD COLUMBIA, SC 29212 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $100 | — | $100 | 0.52% |
| BENEFITS BY DESIGN INC3 | 2101 NE 279TH ST RIDGEFIELD, WA 98642 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $39 | $10 | $49 | 0.26% |
| ERIC BROGAN3 Filed as: ERIC SWANSON | 32101 FALL RIVER ROAD TRABUCO CANYON, CA 92679 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $35 | — | $35 | 0.18% |
| DAVID J MCCLELLAN3 Filed as: DAVID ALLEN NEEL | 1201 ELM ST DALLAS, TX 75270 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $34 | — | $34 | 0.18% |
| PATRICK IAN WAGNER3 | 4580 PEBBLE BROOK LANE PLANO, TX 75093 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | — | $11 | 0.06% |
| MARCEL JAMES MUELLER3 | 6664 RICHMOND DR FRISCO, TX 75035 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | — | $7 | 0.04% |
| PREMIER WORKSITE SOLUTIONS INC | 806 NW 79TH ST VANCOUVER, WA 98665 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $4 | $7 | 0.04% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY AND ASSOCIATES, INC. | 12712 PARK CENTRAL DRIVE, SUITE 100 DALLAS, TX 75251 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $1K | — | $1K | 15.01% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY AND ASSOCIATES, INC. | 12712 PARK CENTRAL DRIVE, SUITE 100 DALLAS, TX 75251 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | — | $1K | 18.79% |
| SOCORRO OLIVIA ALVITRE3 | P.O. BOX 1876 NORWALK, CA 90651 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $641 | $83 | $724 | 11.08% |
| CAPSTONE BENEFIT SOLUTIONS LLC3 | 901 LAKESIDE CIRCLE LEWISVILLE, TX 75057 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $610 | $12 | $622 | 9.52% |
| MARIA C GONZALEZ3 | 11677 SANDPIPER CT MORENO VALLEY, CA 92557 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $242 | $35 | $277 | 4.24% |
| HAD LI ENTERPRISES INCORPORATED3 | 11432 SOUTH ST #303 CERRITOS, CA 90703 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $96 | $94 | $190 | 2.91% |
| TBX EMPLOYEE BENEFITS LLC3 | 1201 ELM ST STE 4250 DALLAS, TX 75270 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $103 | $5 | $108 | 1.65% |
| BENEFITS BY DESIGN INC3 | 2101 NE 279TH ST RIDGEFIELD, WA 98642 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $68 | $35 | $103 | 1.58% |
| JOHN D EVANGELISTA3 | 26111 ANTONIO PARKWAY RANCHO SANTA MARGARITA, CA 92688 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $34 | $11 | $45 | 0.69% |
| PREMIER WORKSITE SOLUTIONS INC3 | 806 NW 79TH ST VANCOUVER, WA 98665 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | $13 | $24 | 0.37% |
| PATRICK IAN WAGNER3 | 4580 PEBBLE BROOK LANE PLANO, TX 75093 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $24 | — | $24 | 0.37% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY AND ASSOCIATES, INC. | 12712 PARK CENTRAL DRIVE, SUITE 100 DALLAS, TX 75251 | CIGNA LIFE INSURANCE CO. OF NEW YORK | — | $3 | $3 | — |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| DISCOVERY BENEFITS EIN 90-0058554 NONE | Contract Administrator Service code 13 | 4321 20TH AVE SW FARGO, ND 58103 | $9K |
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 | 316 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 10 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 326 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 670 | $3.1M |
| Dental | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 670 | $2.4M |
| Vision | VISION SERVICE PLAN | 290 | $65K |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 0 | $77K |
| Short-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 0 | $107K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 0 | $60K |
| Prescription drug(2 contracts, 2 carriers) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 670 | $3.1M |
| Other(7 contracts, 5 carriers) | HYATT LEGAL PLANS | 356 | $86K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 670 | — |
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.