| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| WINCLINE LLC3 | 2720 E CAMELBACK RD #275 PHOENIX, AZ 85016 | BANNER HEALTH AND AETNA HEALTH | $2K | — | $2K | 0.32% |
| ROGERS BENEFIT GROUP INC3 | 5110 N 40TH STREET SUITE 234 PHOENIX, AZ 85018 | BANNER HEALTH AND AETNA HEALTH | $850 | — | $850 | 0.17% |
| WINCLINE LLC3 | 2720 E CAMELBACK RD SUITE 275 PHOENIX, AZ 85016 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 8.14% |
| RESECO INSURANCE ADVISORS LLC3 Filed as: RESECO INSURANCE ADV | 7901 N 16TH ST SUITE 100 PHOENIX, AZ 85020 | UNITEDHEALTHCARE INSURANCE COMPANY | $131 | — | $131 | 0.70% |
| ARIZONA BENEFIT CONSULTANTS LLC3 Filed as: ARIZONA BENEFIT CONSULTANTS, LLC | 6245 N 24TH PKWY SUITE 201 PHOENIX, AZ 85016 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $1K | $35 | $1K | 9.49% |
| WOODLARD, ANGELA, JENNIFER3 | 7820 ENCHANTED HILLS BLVD SUITE A229 RIO RANCHO, NM 87144 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $315 | — | $315 | 2.86% |
| WINCLINE LLC3 Filed as: WINCLINE, LLC | 2720 E CAMELBACK RD SUITE 275 PHOENIX, AZ 85016 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $1K | — | $1K | 12.94% |
| RESECO INSURANCE ADVISORS LLC3 Filed as: RESECO INSURANCE ADVISORS, LLC | 7901 N 16TH STREET SUITE 100 PHOENIX, AZ 85020 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $237 | — | $237 | 2.86% |
| THE WOOLARD GROUP3 Filed as: WOOLARD, ANGELA, JENNIFER | 7820 ENCHANTED HILLS BLVD SUTIE A229 RIO RANCHO, NM 87144 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $1K | — | $1K | 38.22% |
| ARIZONA BENEFIT CONSULTANTS LLC3 Filed as: ARIZONA BENEFIT CONSULTANTS, LLC | 6245 N 24TH PKWY SUITE 201 PHOENIX, AZ 85016 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $543 | $17 | $560 | 17.41% |
| WINCLINE LLC3 Filed as: WINCLINE, LLC | 2720 E CAMELBAKC RD SUITE 275 PHOENIX, AZ 85016 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $398 | — | $398 | 14.24% |
| RESECO INSURANCE ADVISORS LLC3 Filed as: RESECO INSURANCE ADVISORS, LLC | 7901 N 16TH STREET SUITE 100 PHOENIZ, AZ 85016 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $98 | — | $98 | 3.51% |
| WINCLINE LLC3 Filed as: WINCLINE, LLC | 2720 E CAMELBACK RD SUITE 275 PHOENIX, AZ 85016 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $73 | — | $73 | 8.47% |
| RESECO INSURANCE ADVISORS LLC3 Filed as: RESECO INSURANCE ADVISORS, LLC | 7901 N 16TH STREET SUITE 100 PHOENIX, AZ 85020 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $13 | — | $13 | 1.51% |
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 | 108 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 108 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | BANNER HEALTH AND AETNA HEALTH | 108 | $533K |
| Life insurance(3 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 102 | $12K |
| Short-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 102 | $862 |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 19 | $3K |
| Other(3 contracts) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 102 | $20K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 108 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.