| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS AZ DBA DBP | 47947 NORTH KIERLAND BOULEVARD SUITE 150 SCOTTSDALE, AZ 85254 | UNITEDHEALTHCARE INSURANCE COMPANY | $30K | — | $30K | 5.14% |
| ASSUREDPARTNERS3 Filed as: EMERSON ROGERS LLC AZ | 7310 NORTH 16TH STREET SUITE 315 PHOENIX, AZ 85020 | UNITEDHEALTHCARE INSURANCE COMPANY | $6K | — | $6K | 1.02% |
| ROGERS BENEFIT GROUP INC3 Filed as: ROGERS BENEFIT GROUP INC-ARIZONA | 7310 NORTH 16TH STREET SUITE 226 PHOENIX, AZ 85020 | UNITEDHEALTHCARE INSURANCE COMPANY | — | $5K | $5K | 0.88% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF ARIZONA, LLC | 14614 NORTH KIERLAND BOULEVARD SUITE 150 SCOTTSDALE, AZ 85254 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | — | $3K | 10.00% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF ARIZONA, LLC | 14805 NORTH 73RD STREET SCOTTSDALE, AZ 85260 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $1K | $1K | 4.80% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF ARIZONA, LLC | 14614 NORTH KIERLAND BOULEVARD SUITE 150 SCOTTSDALE, AZ 85254 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | — | $3K | 10.00% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF ARIZONA, LLC | 14805 NORTH 73RD STREET SCOTTSDALE, AZ 85260 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $2K | $2K | 6.78% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF ARIZONA, LLC | 14614 NORTH KIRLAND BOULEVARD SUITE 150 SCOTTSDALE, AZ 85254 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | — | $2K | 10.00% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF ARIZONA, LLC | 14805 NORTH 73RD STREET SCOTTSDALE, AZ 85260 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $1K | $1K | 5.72% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF ARIZONA, LLC | 14614 NORTH KIERLAND BOULEVARD SUITE 150 SCOTTSDALE, AZ 85254 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $854 | — | $854 | 10.00% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF ARIZONA, LLC | 14805 NORTH 73RD STREET SCOTTSDALE, AZ 85260 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $499 | $499 | 5.85% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF ARIZONA, LLC | 14614 NORTH KIERLAND BOULEVARD SUITE 150 SCOTTSDALE, AZ 85254 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $251 | — | $251 | 3.00% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF ARIZONA, LLC | 14805 NORTH 73RD STREET SCOTTSDALE, AZ 85260 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $146 | $146 | 1.75% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF ARIZONA, LLC | 14614 NORTH KIERLAND BOULEVARD SUITE 150 SCOTTSDALE, AZ 85254 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $232 | — | $232 | 2.99% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF ARIZONA, LLC | 14805 NORTH 73RD STREET SCOTTSDALE, AZ 85260 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $176 | $176 | 2.27% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF ARIZONA, LLC | 14614 NORTH KIERLAND BOULEVARD SUITE 150 SCOTTSDALE, AZ 85260 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $299 | — | $299 | 9.99% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNER OF ARIZONA, LLC | 14805 NORTH 73RD STREET SCOTTSDALE, AZ 85260 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $201 | $201 | 6.72% |
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 | 68 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 1 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 70 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTHCARE INSURANCE COMPANY | 6 | $590K |
| Dental | UNITEDHEALTHCARE INSURANCE COMPANY | 6 | $590K |
| Vision | UNITED OF OMAHA LIFE INSURANCE COMPANY | 42 | $9K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 83 | $29K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 27 | $19K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 19 | $26K |
| Other(4 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 83 | $45K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 83 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.