| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARK J MATSOCK3 Filed as: MARK MATSOCK - MATSOCK & ASSOCIATES | 2400 E ARIZONA BILTMORE CIRCLE SUITE 1100 PHOENIX, AZ 85016 | AETNA | $83K | — | $83K | 11.11% |
| G ZUBIA ENTERPRISES INC3 Filed as: G ZUBIA ENTERPRISES | 2417 MONTANA AVENUE EL PASO, TX 79903 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $42K | $44K | $86K | 16.45% |
| GRINDELL & ROMERO INSURANCE INC3 | PO BOX 1929 LAS CRUCES, NM 88004 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $61K | $4K | $65K | 12.48% |
| ORLANDO MERCADO3 | 2417 MONTANA AVENUE EL PASO, TX 79903 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $5K | $3K | $8K | 1.53% |
| VANESSA CARRASCO3 | 11209 CAMPESTRE LANE EL PASO, TX 79936 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $7K | $508 | $7K | 1.39% |
| ANDRES LOPEZ3 | 11713 SIERRA MORENA CIRCLE EL PASO, TX 79936 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $6K | $679 | $7K | 1.29% |
| BENJAMIN THOMAS ETTER3 | 2521 ROBERT WYNN EL PASO, TX 79936 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $6K | $721 | $7K | 1.25% |
| CECILIA MARTINEZ MACKAY3 | 9716 EASTRIDGE DRIVE EL PASO, TX 79925 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $5K | $1K | $6K | 1.24% |
| JOSUE JONATHAN LUGO3 | 2417 MONTANA AVENUE EL PASO, TX 79903 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $6K | $24 | $6K | 1.16% |
| LIZA VALERIA DOMINGUEZ3 | 652 WIND RIVER EL PASO, TX 79932 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $4K | $2K | $6K | 1.14% |
| SEAMAN ENTERPRISES INC3 | 924 LAS AVES PLACE EL PASO, TX 79912 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $3K | $5K | 0.96% |
| ERICA LUJAN3 | 2121 MERMAID EL PASO, TX 79936 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $3K | — | $3K | 0.58% |
| BRANDI TAFT3 | 822 B NEARTOP DRIVE NASHVILLE, TN 37205 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $3K | $273 | $3K | 0.54% |
| SYLVIA RODRIGUEZ3 | PO BOX 1925 MESILLA PARK, NM 88047 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2K | — | $2K | 0.31% |
| ANTHONY RAY ZUBIA3 | 7760 WNDA DRIVE EL PASO, TX 79915 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2K | — | $2K | 0.30% |
| ROXANA ORPINEL3 | 351 THUNDERBIRD DRIVE APT 16 EL PASO, TX 79912 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $65 | $1K | 0.27% |
| JACQUELINE PAPKE GONZALEZ3 | 10660 JETROCK DRIVE EL PASO, TX 79935 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | — | $1K | 0.25% |
| JULIA MARTINEZ3 | 1182 MARBELLA DRIVE EL PASO, TX 79932 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | — | $1K | 0.20% |
| DANIEL ROJAS3 | 6680 CABANA DEL SOL EL PASO, TX 79911 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $929 | $57 | $986 | 0.19% |
| PRISCILLA MARTINEZ3 | 1018 NORTH ALAMEDA BOULEVARD LAS CRUCES, NM 88005 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $925 | — | $925 | 0.18% |
| BENEFIT ENROLLMENT SERVICES INC3 | 4300 SIDCO DRIVE NASHVILLE, TN 37204 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $305 | $180 | $485 | 0.09% |
| CAROL JEAN HALL3 | PO BOX 15158 TUCSON, AZ 85708 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $276 | $17 | $293 | 0.06% |
| JOHN DENNIS SAUTER3 | 816 LOMITA DRIVE EL PASO, TX 79907 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $254 | — | $254 | 0.05% |
| ELISABETH CHESHIRE CHAVEZ | 6380 FRANKLIN GATE DRIVE EL PASO, TX 79912 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $49 | — | $49 | 0.01% |
| VINCENT TAYLOR ECHOLS3 | PO BOX 594 THATCHER, AZ 85552 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $41 | $4 | $45 | 0.01% |
| HUBBARD AND PRESTON INSURANCE BROKE3 Filed as: HUBBARD AND PETERSON | PO BOX 737 FALMOUTH, MA 02540 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $31 | — | $31 | 0.01% |
| ENROLLMENT SOLUTIONS LTD3 | 14 WUNSCHEL DRIVE SUTTON, MA 01590 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $17 | — | $17 | 0.00% |
| MARK J MATSOCK3 | 2400 E AZ BILTMORE CIRCLE SUITE 1100 PHOENIX, AZ 85016 | METROPOLITAN LIFE INSURANCE COMPANY | $33K | — | $33K | 10.06% |
| MARK METTILLE3 Filed as: MARK J. MATSOCK & ASSOCIATES, INC. | 2400 E AZ BILTMORE CIRCLE 1100 PHOENIX, AZ 85016 | EYEMED VISION CARE | $6K | — | $6K | 9.68% |
| JOHNSON RESOURCES3 | 7373 E DOUBLETREE RANCH 200 SCOTTSDALE, AZ 85258 | EYEMED VISION CARE | $1K | — | $1K | 1.94% |
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 | 1,312 | 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) | 1,312 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental(2 contracts, 2 carriers) | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | 1,312 | $853K |
| Vision | EYEMED VISION CARE | 929 | $63K |
| Life insurance | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | 679 | $522K |
| Short-term disability | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | 679 | $522K |
| Stop-loss / reinsurancereinsurance | AETNA | 714 | $747K |
| Other | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | 679 | $522K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,312 | — |
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.