| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| DULEY BOLWAR & ASSOCIATES INC3 Filed as: DULEY-BOLWAR & ASSOCIATES INC | DBA DBG BENEFITS SOLUTIONS 14805 N 73RD ST SCOTTSDALE, AZ 85260 | AETNA LIFE INSURANCE COMPANY | $8K | — | $8K | 2.83% |
| DULEY BOLWAR & ASSOCIATES INC3 Filed as: DULEY-BOLWAR & ASSOCIATES INC | DBA DBG BENEFITS SOLUTIONS 14805 N 73RD ST SCOTTSDALE, AZ 85260 | AETNA HEALTH, INC. | $4K | — | $4K | 2.85% |
| DBA BENEFIT SOLUTIONS3 | 14805 N 73RD ST SCOTTSDALE, AZ 85260 | COMPANION LIFE INS CO. GROUP DENTAL INDEMNITY PLAN | $3K | — | $3K | 5.13% |
| THOMAS MCGEE LC3 | 920 MAIN ST #1700 KANSAS CITY, MO 64105 | COMPANION LIFE INS CO. GROUP DENTAL INDEMNITY PLAN | $540 | — | $540 | 1.03% |
| DBA BENEFIT SOLUTIONS3 Filed as: DBA BENEFIT SOLUTIONS, INC. | 14805 N 73RD STREET SCOTTSDALE, AZ 85260 | COMPANION LIFE INS CO. GROUP DENTAL INDEMNITY PLAN | $247 | — | $247 | 3.60% |
| THOMAS MCGEE LC3 | 920 MAIN ST #1700 KANSAS CITY, MO 64105 | COMPANION LIFE INS CO. GROUP DENTAL INDEMNITY PLAN | $125 | — | $125 | 1.82% |
| DULEY BOLWAR & ASSOCIATES INC4 | 14805 N 73RD ST SCOTTSDALE, AZ 85260 | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $2K | — | $2K | 33.90% |
| CASSANDRA L PRINKE4 Filed as: CASSANDRA L. PRINKE | 25825 N. MOON BLOSSUM LN. PHOENIX, AZ 85083 | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $1K | — | $1K | 23.54% |
| THOMAS MCGEE LC4 | 920 MAIN ST. KANSAS CITY, MO 64105 | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $11 | — | $11 | 0.22% |
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 | 343 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 345 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 393 | $428K |
| Dental(2 contracts) | COMPANION LIFE INS CO. GROUP DENTAL INDEMNITY PLAN | 476 | $59K |
| Vision | FIDELITY SECURITY LIFE INSURANCE COMPANY | 592 | $11K |
| Short-term disability(2 contracts) | AETNA LIFE INSURANCE COMPANY | 393 | $321K |
| Long-term disability(2 contracts) | AETNA LIFE INSURANCE COMPANY | 393 | $321K |
| Other | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | 106 | $5K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 592 | — |
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.