| 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 | $72K | — | $72K | 9.62% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY AND ASSOCIATES, INC. | 2727 GRAND PRAIRIE PKWY WAUKEE, IA 502638844 | KAISER FOUNDATION HEALTH PLAN INC | $21K | — | $21K | 3.39% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY AND ASSOCIATES LLC | P.O. BOX 441 DES MOINES, IA 50302 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $8K | $1K | $9K | 11.66% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY AND ASSOCIATES LLC | P.O. BOX 441 DES MOINES, IA 50302 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $10K | $1K | $11K | 16.57% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY AND ASSOCIATES LLC | P.O. BOX 441 DES MOINES, IA 50302 | VISION SERVICE PLAN | $2K | — | $2K | 3.40% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY AND ASSOCIATES LLC | P.O. BOX 441 DES MOINES, IA 50302 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $5K | $728 | $5K | 11.62% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY AND ASSOCIATES LLC | P.O. BOX 441 DES MOINES, IA 50302 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $721 | — | $721 | 3.77% |
| UZIEL RIVERA3 | 1267 SILVER TORCH DRIVE BEAUMONT, CA 92223 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $536 | $154 | $690 | 3.61% |
| RYAN THURSTON WHITTAKER3 | 33011 COMMODORE CT SAN JUAN CAPO, CA 92675 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $271 | — | $271 | 1.42% |
| JOHN D EVANGELISTA3 | 26111 ANTONIO PARKWAY RANCHO SANTA MARGARITA, CA 92688 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $235 | $14 | $249 | 1.30% |
| TBX EMPLOYEE BENEFITS LLC3 | 1201 ELM ST STE 4250 DALLAS, TX 75270 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $147 | — | $147 | 0.77% |
| MARILYN B BOWLING3 | 19204 WEST 102ND ST LENEXA, KS 66220 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $75 | $29 | $104 | 0.54% |
| BENEFITS COORDINATOR3 | 29448 TOURS STREET LAKE ELSINORE, CA 92530 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $66 | — | $66 | 0.35% |
| CAPSTONE BENEFIT SOLUTIONS LLC3 | 2112 BOLT ST DALLAS, TX 75204 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $62 | — | $62 | 0.32% |
| SOCORRO OLIVIA ALVITRE3 | P.O. BOX 1876 NORWALK, CA 90651 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $38 | — | $38 | 0.20% |
| MPART BENEFITS INC3 | 4621 GLEN HEATHER DRIVE FRISCO, TX 75034 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $18 | $12 | $30 | 0.16% |
| ERIC BROGAN3 Filed as: ERIC SWANSON | 23522 VIA ALONDRA TRABUCO CANYON, CA 92679 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $26 | — | $26 | 0.14% |
| RON BOWLING3 | 8575 W 110TH ST OVERLAND PARK, KS 66210 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | $7 | $19 | 0.10% |
| DAVID J MCCLELLAN3 Filed as: DAVID ALLEN NEEL | 1730 FAIR OAKS LANE PROSPER, TX 75078 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $17 | — | $17 | 0.09% |
| JACK ALLEN NORRIS3 Filed as: JACK WU | 821 BURLINGTON ST FILLMORE, CA 93015 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | — | $12 | 0.06% |
| SARAH COURTNEY KNAPP3 | 61 SKLAR LADERA RANCH, CA 92694 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | — | $12 | 0.06% |
| MARIA C GONZALEZ3 | 11677 SANDPIPER CT MORENO VALLEY, CA 92557 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | — | $10 | 0.05% |
| MAUREEN E CONRAN3 | 8575 WEST 110TH ST OVERLAND PARK, KS 66210 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | — | $9 | 0.05% |
| BENEFITS BY DESIGN INC3 | 2101 NE 279TH ST RIDGEFIELD, WA 98642 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.03% |
| PATRICK IAN WAGNER3 | 4580 PEBBLE BROOK LANE PLANO, TX 75093 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.01% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY AND ASSOCIATES, INC. | P.O. BOX 441 DES MOINES, IA 50302 | METLIFE LEGAL PLANS | $2K | $111 | $2K | 11.24% |
| UZIEL RIVERA3 | 1267 SILVER TORCH DRIVE BEAUMONT, CA 92223 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $846 | $300 | $1K | 10.85% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY AND ASSOCIATES LLC | P.O. BOX 441 DES MOINES, IA 50302 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $892 | — | $892 | 8.45% |
| MARILYN B BOWLING3 | 19204 WEST 102ND ST LENEXA, KS 66220 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $136 | $58 | $194 | 1.84% |
| CAPSTONE BENEFIT SOLUTIONS LLC3 | 2112 BOLT ST DALLAS, TX 75204 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $160 | — | $160 | 1.52% |
| JOHN D EVANGELISTA3 | 26111 ANTONIO PARKWAY RANCHO SANTA MARGARITA, CA 92688 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $105 | $28 | $133 | 1.26% |
| SOCORRO OLIVIA ALVITRE3 | P.O. BOX 1876 NORWALK, CA 90651 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $98 | — | $98 | 0.93% |
| MPART BENEFITS INC3 | 4621 GLEN HEATHER DRIVE FRISCO, TX 75034 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $28 | $22 | $50 | 0.47% |
| TBX EMPLOYEE BENEFITS LLC3 | 1201 ELM ST STE 4250 DALLAS, TX 75270 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $37 | — | $37 | 0.35% |
| RON BOWLING3 | 8575 W 110TH ST OVERLAND PARK, KS 66210 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $23 | $14 | $37 | 0.35% |
| BENEFITS COORDINATOR3 | 10741 LA JARA ST CERRITOS, CA 90703 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $23 | — | $23 | 0.22% |
| MAUREEN E CONRAN3 | 8575 W 110TH ST OVERLAND PARK, KS 66210 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | — | $7 | 0.07% |
| PATRICK IAN WAGNER3 | 4580 PEBBLE BROOK LANE PLANO, TX 75093 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.02% |
| RYAN THURSTON WHITTAKER3 | 33011 COMMODORE CT SAN JUAN CAPO, CA 92675 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $218 | — | $218 | 2.29% |
| JOHN D EVANGELISTA3 | 26111 ANTONIO PARKWAY RANCHO SANTA MARGARITA, CA 92688 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $135 | — | $135 | 1.42% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY AND ASSOCIATES LLC | P.O. BOX 441 DES MOINES, IA 50302 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $127 | — | $127 | 1.34% |
| TBX EMPLOYEE BENEFITS LLC3 | 1201 ELM ST STE 4250 DALLAS, TX 75270 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $77 | — | $77 | 0.81% |
| BARBARA ANN BASTON3 | 5401 MANSEL LANE FT WORTH, TX 76134 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $44 | — | $44 | 0.46% |
| ERIC BROGAN3 Filed as: ERIC SWANSON | 23522 VIA ALONDRA TRABUCO CANYON, CA 92679 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $21 | — | $21 | 0.22% |
| CAPSTONE BENEFIT SOLUTIONS LLC3 | 2112 BOLT ST DALLAS, TX 75204 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15 | — | $15 | 0.16% |
| DAVID J MCCLELLAN3 Filed as: DAVID ALLEN NEEL | 1730 FAIR OAKS LANE PROSPER, TX 75078 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | — | $11 | 0.12% |
| BENEFITS BY DESIGN INC3 | 2101 NE 279TH ST RIDGEFIELD, WA 98642 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.04% |
| RYAN BOWLING3 | 8575 W 110TH ST OVERLAND PARK, KS 66210 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.04% |
| TONY HALL3 | 1608 ALLEN DR CEDAR HILL, TX 75104 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.04% |
| RON BOWLING3 | 8575 W 110TH ST OVERLAND PARK, KS 66210 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.01% |
| MARILYN B BOWLING3 | 19204 WEST 102ND ST LENEXA, KS 66220 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.01% |
| MAUREEN E CONRAN3 | 8575 W 110TH ST OVERLAND PARK, KS 66210 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.01% |
| MPART BENEFITS INC3 | 4621 GLEN HEATHER DRIVE FRISCO, TX 75034 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $0 | — | $0 | 0.00% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY AND ASSOCIATES LLC | P.O. BOX 441 DES MOINES, IA 50302 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $1K | $126 | $1K | 16.74% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY AND ASSOCIATES, INC. | P.O. BOX 441 DES MOINES, IA 50302 | CIGNA LIFE INSURANCE CO. OF NEW YORK | $7 | $1 | $8 | 11.59% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| CONNECT YOUR CARE EIN 26-1274092 NONE | Contract Administrator Service code 13 | 307 INTERNATIONAL CIR, STE 200 HUNT VALLEY, MD 21030 | $8K |
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 | 278 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 281 | 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 | 526 | $1.4M |
| Dental | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 526 | $747K |
| Vision | VISION SERVICE PLAN | 224 | $52K |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 554 | $67K |
| Short-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 123 | $78K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 108 | $45K |
| Prescription drug(2 contracts, 2 carriers) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 526 | $1.4M |
| Stop-loss / reinsurancereinsurance | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 526 | $747K |
| Other(7 contracts, 5 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 553 | $66K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 554 | — |
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.