| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INS OF ARIZONA INC | PO BOX 2800 PHOENIX, AZ 850022800 | UNITEDHEALTHCARE INSURANCE COMPANY | $58K | $0 | $58K | 3.72% |
| MARREEL SLATER INSURANCE LLC3 | 7855 S RIVER PKWY STE 210 CONNEXION BUILDING - ASU RESEARCH P TEMPE, AZ 852841826 | UNITEDHEALTHCARE INSURANCE COMPANY | $18K | $0 | $18K | 1.15% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INS OF ARIZONA INC | 2800 N CENTRAL AVE STE 1600 PHOENIX, AZ 85004 | SUN LIFE ASSURANCE COMPANY OF CANADA | $8K | $0 | $8K | 5.09% |
| MARREEL SLATER INSURANCE LLC3 Filed as: MARREEL SLATER INS LLC | 2475 WEST QUEEN CREEK ROAD SUITE 5 CHANDLER, AZ 85248 | SUN LIFE ASSURANCE COMPANY OF CANADA | $3K | $0 | $3K | 1.75% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INSURANCE OF AZ | 2800 N CENTRAL #1600 PHOENIX, AZ 85004 | DELTA DENTAL OF ARIZONA | $9K | $0 | $9K | 5.85% |
| MARREEL SLATER INSURANCE LLC3 | 7855 S RIVER PARKWAY STE 210 TEMPE, AZ 85284 | DELTA DENTAL OF ARIZONA | $3K | $0 | $3K | 2.15% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INSURANCE | 2800 N. CENTRAL AVENUE PHOENIX, AZ 85004 | AVESIS INSURANCE INCORPORATED | $1K | $0 | $1K | 7.44% |
| MARRELL SLATER INSURANCE, LLC3 Filed as: MARRELL SLATER INSURANCE | 7855 S. RIVER PKWY. TEMPE, AZ 85284 | AVESIS INSURANCE INCORPORATED | $449 | $0 | $449 | 2.80% |
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 | 272 | 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) | 272 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTHCARE INSURANCE COMPANY | 441 | $1.5M |
| Dental | DELTA DENTAL OF ARIZONA | 211 | $159K |
| Vision | AVESIS INSURANCE INCORPORATED | 145 | $16K |
| Life insurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 285 | $161K |
| Short-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 285 | $161K |
| Long-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 285 | $161K |
| Other | SUN LIFE ASSURANCE COMPANY OF CANADA | 285 | $161K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 441 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.