| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARK J MATSOCK & ASSOCIATES INC3 Filed as: MARK J. MATSOCK ASSOCIATES INC. | 2400 EAST ARIZONA BILTMORE CIRCLE SUITE 1100 PHOENIX, AZ 85016 | METROPOLITAN LIFE INSURANCE COMPANY | $8K | — | $8K | 3.03% |
| MARK J MATSOCK3 Filed as: MARK MATSOCK | 2400 EAST ARIZONA BILTMORE CIRCLE SUITE 1100 PHOENIX, AZ 85016 | SUN LIFE ASSURANCE COMPANY OF CANADA | $14K | — | $14K | 5.68% |
| MARK J MATSOCK & ASSOCIATES INC3 Filed as: MARK J. MATSOCK AND ASSOCIATES | 2400 EAST ARIZONA BILTMORE CIRCLE SUITE 1100 PHOENIX, AZ 85016 | VISION SERVICE PLAN | $4K | — | $4K | 10.00% |
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 | 319 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 6 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 325 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 602 | $264K |
| Vision | VISION SERVICE PLAN | 259 | $36K |
| Life insurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 319 | $240K |
| Long-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 319 | $240K |
| Other | SUN LIFE ASSURANCE COMPANY OF CANADA | 319 | $240K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 602 | — |
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.