| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| PATRIOT GROWTH INSURANCE SERVICES3 Filed as: PATRIOT GROWTH INSURANCE SRVCS | — | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $132K | — | $132K | 14.72% |
| MARREEL SLATER INSURANCE LLC3 | 7855 SOUTH RIVER PARKWAY SUITE 210 TEMPE, AZ 85284 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $9K | — | $9K | 7.58% |
| PATRIOT GROWTH INSURANCE SERVICES3 Filed as: PATRIOT GROWTH INSURANCE | 7855 SOUTH RIVER PARKWAY SUITE 210 TEMPE, AZ 85284 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $9K | — | $9K | 7.42% |
| MARREEL SLATER INSURANCE LLC3 | 7855 SOUTH RIVER PARKWAY SUITE 210 TEMPE, AZ 85284 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $8K | — | $8K | 7.77% |
| PATRIOT GROWTH INSURANCE SERVICES3 Filed as: PATRIOT GROWTH INSURANCE | 7855 SOUTH RIVER PARKWAY SUITE 210 TEMPE, AZ 85284 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $8K | — | $8K | 7.23% |
| MARREEL SLATER INSURANCE LLC3 | 7855 SOUTH RIVER PARKWAY SUITE 210 TEMPE, AZ 85284 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $7K | — | $7K | 7.62% |
| PATRIOT GROWTH INSURANCE SERVICES3 Filed as: PATRIOT GROWNTH INSURANCE | 7855 S RIVER PARKWAY SUITE 210 TEMPE, AZ 85284 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $7K | — | $7K | 7.38% |
| PATRIOT GROWTH INSURANCE SERVICES3 Filed as: PATRIOT GROWTH INS SERVICES LLC | 7855 SOUTH RIVER PARKWAY SUITE 210 TEMPE, AZ 85284 | CONTINENTAL AMERICAN INSURANCE COMPANY | $16K | — | $16K | 23.97% |
| WINSTON FINANCIAL SERVICES3 Filed as: WINSTON FINANCIAL SERVICES INC | 2399 HIGHWAY 34 SOUTH BUILDING C-2 MANASQUAN, NJ 08736 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 2.88% |
| PATRIOT GROWTH INSURANCE SERVICES3 Filed as: PATRIOT GROWN INSURANCE | 7855 SOUTH RIVER PARKWAY SUITE 210 TEMPE, AZ 85284 | KAISER FOUNDATION HEALTH PLAN | $2K | — | $2K | 3.58% |
| PATRIOT GROWTH INSURANCE SERVICES3 Filed as: PATRIOT GROWTH INSURANCE | 7855 SOUTH RIVER PARKWAY SUITE 210 TEMPE, AZ 85284 | KAISER FOUNDATION HEALTH PLAN INC | $785 | — | $785 | 3.44% |
| MARREEL SLATER INSURANCE LLC3 Filed as: MARREEL SLATER INSURANCE, LLC | 7855 SOUTH RIVER PARKWAY SUITE 210 TEMPE, AZ 85284 | METROPOLITAN PROPERTY AND CASUALTY INSUARNCE CO. | $2K | $252 | $2K | 11.56% |
| MARREEL SLATER INSURANCE LLC3 Filed as: MARREEL SLATER INSURANCE, LLC | 7855 SOUTH RIVER PARKWAY SUITE 210 TEMPE, AZ 85284 | METROPOLITAN PROPERTY AND CASUALTY INSUARNCE CO. | — | $23 | $23 | 0.14% |
| MARREEL SLATER INSURANCE LLC3 | 7855 SOUTH RIVER PARKWAY SUITE 210 TEMPE, AZ 85284 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $801 | — | $801 | 7.51% |
| PATRIOT GROWTH INSURANCE SERVICES3 | 7855 SOUTH RIVER PARKWAY SUITE 210 TEMPE, AZ 85284 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $800 | — | $800 | 7.50% |
| MARREEL SLATER INSURANCE LLC3 Filed as: MARREEL SLATER INSURANCE, LLC | 7855 SOUTH RIVER PAKRWAY SUITE 210 TEMPE, AZ 85284 | METROPOLITAN GENERAL INSURANCE COMPANY | $134 | — | $134 | 23.63% |
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 | 430 | 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) | 430 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | KAISER FOUNDATION HEALTH PLAN | 7 | $78K |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 427 | $124K |
| Short-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 141 | $91K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 137 | $108K |
| Stop-loss / reinsurancereinsurance | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 333 | $899K |
| Other(5 contracts, 4 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 427 | $220K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 427 | — |
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.