| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF ARIZONA LLC | 14805 NORTH 73RD STREET SCOTTSDALE, AZ 85260 | BANNER HEALTH AND AETNA HEALTH | $24K | — | $24K | 5.53% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF ARIZONA, LLC | 14805 NORTH 73RD STREET SCOTTSDALE, AZ 85260 | AETNA LIFE INSURANCE CO. | $5K | $1K | $6K | 3.41% |
| DULEY BOLWAR & ASSOCIATES INC3 | 14805 NORTH 73RD STREET SCOTTSDALE, AZ 85260 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $1K | $3K | 13.01% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF ARIZONA, LLC | 14805 NORTH 73RD STREET SCOTTSDALE, AZ 85260 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | — | $1K | 4.72% |
| DULEY BOLWAR & ASSOCIATES INC3 | 14805 NORTH 73RD STREET SCOTTSDALE, AZ 85260 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $1K | $3K | 13.75% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF ARIZONA, LLC | 14805 NORTH 73RD STREET SCOTTSDALE, AZ 85260 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | — | $1K | 4.65% |
| THE LOOMIS COMPANY3 | 850 N PARK AVENUE WYOMISSING, PA 19610 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $1K | — | $1K | 6.00% |
| CHIMIETI & ASSOCIATES INSURANCE3 | 3130 WEST MAIN STREET SUITE 106 VISALIA, CA 93292 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $1K | — | $1K | 5.00% |
| RICK R. CLARY3 | 4519 SOUTH OCEAN BOULEVARD HIGHLAND BEACH, FL 33487 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $206 | — | $206 | 1.00% |
| DULEY BOLWAR & ASSOCIATES INC3 | 14805 NORTH 73RD STREET SCOTTSDALE, AZ 85260 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $941 | $2K | 14.51% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF ARIZONA, LLC | 14805 NORTH 73RD STREET SCOTTSDALE, AZ 85260 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $680 | — | $680 | 4.25% |
| YOUR BENEFITS AGENCY INC3 Filed as: YOUR BENEFIT CONNECTION LLC | 14805 NORTH 73RD STREET SCOTTSDALE, AZ 85260 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $591 | $210 | $801 | 7.79% |
| DULEY BOLWAR & ASSOCIATES INC3 | 14805 NORTH 73RD STREET SCOTTSDALE, AZ 85260 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $253 | $180 | $433 | 4.21% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF ARIZONA, LLC | 14805 NORTH 73RD STREET SCOTTSDALE, AZ 85260 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $140 | — | $140 | 1.36% |
| DULEY BOLWAR & ASSOCIATES INC3 | 14805 NORTH 73RD STREET SCOTTSDALE, AZ 85260 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $550 | $512 | $1K | 11.88% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF ARIZONA, LLC | 14805 NORTH 73RD STREET SCOTTSDALE, AZ 85260 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $344 | — | $344 | 3.85% |
| YOUR BENEFITS AGENCY INC3 Filed as: YOUR BENEFIT CONNECTION LLC | 14805 NORTH 73RD STREET SCOTTSDALE, AZ 85260 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $529 | $158 | $687 | 8.18% |
| DULEY BOLWAR & ASSOCIATES INC3 | 14805 NORTH 73RD STREET SCOTTSDALE, AZ 85260 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $227 | $136 | $363 | 4.32% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF ARIZONA, LLC | 14805 NORTH 73RD STREET SCOTTSDALE, AZ 85260 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $101 | — | $101 | 1.20% |
| DULEY BOLWAR & ASSOCIATES INC3 | 14805 NORTH 73RD STREET SCOTTSDALE, AZ 85260 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $316 | $191 | $507 | 14.41% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNER OF ARIZONA, LLC | 14805 NORTH 73RD STREET SCOTTSDALE, AZ 85260 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $141 | — | $141 | 4.01% |
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 | 130 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 5 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 135 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | BANNER HEALTH AND AETNA HEALTH | 160 | $621K |
| Dental | AETNA LIFE INSURANCE CO. | 160 | $183K |
| Vision | UNITED OF OMAHA LIFE INSURANCE COMPANY | 58 | $9K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 130 | $30K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 38 | $16K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 27 | $22K |
| Other(5 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 130 | $69K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 160 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.