| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BRIDGEMARK INSURANCE GROUP3 Filed as: BRIDGEMARK INSURANCE GROUP LLC | 6929 N HAYDEN RD STE C4 - 454 SCOTTSDALE, AZ 85250 | UNITEDHEALTHCARE INSURANCE COMPANY | — | $93K | $93K | 5.03% |
| PARAGON PARTNERS LTD3 | 9420 E DOUBLETREE RANCH RD STE C103 SCOTTSDALE, AZ 85258 | UNITEDHEALTHCARE INSURANCE COMPANY | $31K | — | $31K | 1.67% |
| BRIDGEMARK INSURANCE GROUP3 | 6929 N HAYDEN RD STE C4 - 454 SCOTTSDALE, AZ 85250 | TRANSAMERICA LIFE INSURANCE COMPANY | $39K | — | $39K | 18.23% |
| PARAGON PARTNERS LTD3 Filed as: PARAGON PARTNERS LIMITED | 9420 E DOUBLETREE RANCH RD STE C-103 SCOTTSDALE, AZ 85258 | TRANSAMERICA LIFE INSURANCE COMPANY | $11K | — | $11K | 5.22% |
| PCF INSURANCE SERVICES OF THE WEST3 Filed as: PCF INS SERVICES OF THE WEST, LLC | 21300 VICTORY BLVD #700 WOODLAND HILLS, CA 91367 | TRANSAMERICA LIFE INSURANCE COMPANY | $292 | — | $292 | 0.14% |
| BRIDGEMARK INS GROUP LLC3 | 6929 N HAYDEN RD STE C4454 SCOTTSDALE, AZ 85250 | METROPOLITAN LIFE INSURANCE COMPANY | $18K | $26 | $18K | 8.80% |
| PROFESSIONAL GROUP PLANS INC3 | 225 WIRELESS BLVD STE 200 HAUPPAUGE, NY 11788 | METROPOLITAN LIFE INSURANCE COMPANY | — | $41 | $41 | 0.02% |
| PROFESSIONAL GROUP PLANS INC3 | 225 WIRELESS BLVD FL 2 HAUPPAUGE, NY 11788 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $5K | $8K | $12K | 13.88% |
| BRIDGEMARK INS GROUP LLC3 | 6929 N HAYDEN RD STE C4-454 SCOTTSDALE, AZ 85250 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | — | $4K | 4.92% |
| PROFESSIONAL GROUP PLANS INC3 | 225 WIRELESS BLVD FL 2 HAUPPAUGE, NY 11788 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $6K | $9K | 13.88% |
| BRIDGEMARK INS GROUP LLC3 | 6929 N HAYDEN RD STE C4-454 SCOTTSDALE, AZ 85250 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | — | $3K | 4.93% |
| PROFESSIONAL GROUP PLANS INC3 | 225 WIRELESS BLVD FL 2 HAUPPAUGE, NY 11788 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $5K | $7K | 14.29% |
| BRIDGEMARK INS GROUP LLC3 | 6929 N HAYDEN RD STE C4-454 SCOTTSDALE, AZ 85250 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | — | $3K | 5.18% |
| PROFESSIONAL GROUP PLANS INC3 | 225 WIRELESS BLVD FL 2 HAUPPAUGE, NY 11788 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $3K | $4K | 13.88% |
| BRIDGEMARK INS GROUP LLC3 | 6929 N HAYDEN RD STE C4-454 SCOTTSDALE, AZ 85250 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | — | $2K | 4.99% |
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 | 321 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 322 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTHCARE INSURANCE COMPANY | 353 | $1.8M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 398 | $203K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 398 | $203K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 321 | $82K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 320 | $89K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 321 | $68K |
| Prescription drug | UNITEDHEALTHCARE INSURANCE COMPANY | 353 | $1.8M |
| Other(3 contracts, 2 carriers) | TRANSAMERICA LIFE INSURANCE COMPANY | 321 | $296K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 398 | — |
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.