| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LEAVITT GROUP3 Filed as: POWERS LEAVITT INSURANCE | PO BOX 125 BUCKEYE, AZ 85326 | BLUE CROSS BLUE SHIELD OF ARIZONA | $45K | — | $45K | 4.44% |
| LEAVITT GROUP3 Filed as: POWRRS LEAVITT INSURANCE AGENCY INC | PO BOX 125 BUCKEYE, AZ 85326 | AMERITAS LIFE INSURANCE CORPORATION | $3K | — | $3K | 2.83% |
| LEAVITT GROUP3 Filed as: POWERS LEAVITT INSURANCE AGENCY INC | PO BOX 125 BUCKEYE, AZ 85326 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7K | — | $7K | 14.57% |
| REBECCA J MERRITT3 | 927 EAST KEIM DRIVE PHOENIX, AZ 85014 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $62 | $2K | 5.11% |
| LEOBARDO J PINEDA3 | 1451 WEST HAWKEN WAY CHANDLER, AZ 85286 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | — | $2K | 3.82% |
| DEBORAH ANN BERRY3 | 1042 EAST 9TH PLACE MESA, AZ 85203 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $16 | $1K | 2.76% |
| MARK MARQUEZ3 | 11225 NORTH 28TH DRIVE PHOENIX, AZ 85029 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $600 | $566 | $1K | 2.55% |
| DONNA ROSS SMITH3 Filed as: DONNA MARIE WARREN | 4142 NORTH 25TH STREET APARTMENT 23 PHOENIX, AZ 85016 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $619 | — | $619 | 1.35% |
| PHYLLIS JANELL QUINT3 | 715 WEST NORTHVIEW AVENUE PHOENIX, AZ 85023 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $365 | $21 | $386 | 0.84% |
| JAMES D THRESHER3 | 1316 EAST NIGHTINGALE LANE GILBERT, AZ 85298 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $178 | $148 | $326 | 0.71% |
| SHAWN JEFFERY WARREN3 | 6908 EAST MORELAND SCOTTSDALE, AZ 85257 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $160 | $143 | $303 | 0.66% |
| DONNA JEAN NEUZIL3 | 15022 WEST MONTEREY WAY GOODYEAR, AZ 85395 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $183 | $27 | $210 | 0.46% |
| PATRICIA FERNANDEZ3 | 1113 WEST MONTE CRISTO AVENUE PHOENIX, AZ 85023 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $123 | — | $123 | 0.27% |
| ROBERT G. RELPH AGENCY, INC.3 Filed as: ROBERT MICHAEL ANASAGASTI | 5208 SOUTH GOLDLEAF PLACE CHANDLER, AZ 85249 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $93 | $15 | $108 | 0.24% |
| WEHRLE CONSULTING INC3 Filed as: WEHRLE CONSULTING INCORPORATED | 5820 NORTH 81ST STREET SCOTTSDALE, AZ 85250 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $37 | — | $37 | 0.08% |
| SUSAN HENDRICKS3 | 6718 NORTH PALM CANYON DRIVE PHOENIX, AZ 85018 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $27 | $5 | $32 | 0.07% |
| VINCENT TAYLOR ECHOLS3 | PO BOX 594 THATCHER, AZ 85552 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $23 | $4 | $27 | 0.06% |
| ALAN SUCKERMAN3 | 7304 EAST PLEASANT RUN SCOTTSDALE, AZ 85258 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $23 | — | $23 | 0.05% |
| AHG ENTERPRISES LLC3 Filed as: AHG ENTERPRISE LLC | 5702 EAST CHARTER OAK ROAD SCOTTSDALE, AZ 85254 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | — | $14 | 0.03% |
| JEFFREY THOMAS3 | PO BOX 11312 TEMPE, AZ 85284 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | — | $12 | 0.03% |
| LEAVITT GROUP3 Filed as: POWERS-LEAVITT INSURANCE AGENT | PO BOX 125 BUCKEYE, AZ 85326 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $6K | — | $6K | 14.48% |
| LEAVITT GROUP3 Filed as: POWERS-LEAVITT INSURANCE AGENCY | PO BOX 125 BUCKEYE, AZ 85326 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $7K | — | $7K | 25.93% |
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 | 164 | 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) | 164 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF ARIZONA | 164 | $1.0M |
| Dental | AMERITAS LIFE INSURANCE CORPORATION | 177 | $123K |
| Vision(2 contracts, 2 carriers) | BLUE CROSS BLUE SHIELD OF ARIZONA | 177 | $1.1M |
| Short-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 41 | $41K |
| Prescription drug | BLUE CROSS BLUE SHIELD OF ARIZONA | 164 | $1.0M |
| Other(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 111 | $72K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 177 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.