| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| M & O AGENCIES INC3 Filed as: M&O AGENCIES, INC. | 1834 S. EXTENSION ROAD MESA, AZ 852105942 | UNITED HEALTHCARE INSURANCE COMPANY | $8K | — | $8K | 3.14% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: BLACK GOULD & ASSOCIATES, INC. | 3800 N. CENTRAL AVE., 9TH FLOOR PHOENIX, AL 85012 | AMERICAN NATIONAL INSURANCE COMPANY OF TEXAS | $6K | — | $6K | 10.84% |
| AMCHECK NATIONAL BROKER SERV. CORP.3 Filed as: AMCHECK | 5030 E. SUNRISE PHOENIX, AZ 85044 | ARIZONA EYECARE ALLIANCE | $2K | — | $2K | 10.00% |
| WINSTON FINANCIAL SERVICES3 Filed as: WINSTON FINANCIAL SERVICES, INC. | 2399 HWY 34 SOUTH, UNIT C2 MANASQUAN, NJ 08736 | TRANSAMERICA | $2K | — | $2K | 22.59% |
| AMCHECK NATIONAL BROKER SERV. CORP.3 | 5030 E. SUNRISE DR. PHOENIX, AZ 85044 | TRANSAMERICA | $623 | — | $623 | 8.57% |
| PARAGON PARTNERS LTD3 Filed as: PARAGON PARTNERS LIMITED | 9420 E. DOUBLETREE RANCH ROAD SUITE C103 SCOTTSDALE, AZ 85258 | TRANSAMERICA | $80 | — | $80 | 1.10% |
| RAYMOND HEBERT3 | 13882 E. LAUREL LANE SCOTTSDALE, AZ 85259 | AFLAC | $222 | — | $222 | 6.09% |
| PETER LEMIEUX AGENCY, INC.3 | 3751 S. VELERO STREET CHANDLER, AZ 85286 | AFLAC | $58 | — | $58 | 1.59% |
| SHAWN HOLTORF3 | 5522 W. NORTHWOOD DRIVE GLENDALE, AZ 85310 | AFLAC | $53 | — | $53 | 1.45% |
| SCOTT WEBB3 | 2155 W. PINNACLE PEAK ROAD SUITE 205 PHOENIX, AZ 85027 | AFLAC | $22 | — | $22 | 0.60% |
| MARTIN ANTHO MAVIS3 | 3910 S ALDER DRIVE TEMPE, AZ 85282 | AFLAC | $3 | — | $3 | 0.08% |
| CHAD P SCHNEIDER3 Filed as: CHAD SCHNEIDER | 14430 BENEFIT ST. APT. 308 SHERMAN OAKS, CA 91423 | AFLAC | $1 | — | $1 | 0.03% |
| JEFFREY A KLEINMAN SR3 Filed as: JEFFREY KLEINMAN SR. | 3420 E. SHEA BLVD., SUITE 188 PHOENIX, AZ 85028 | AFLAC | $1 | — | $1 | 0.03% |
| TIMOTHY MARTIN3 | 20516 N. 80TH LANE PEORIA, AZ 85382 | AFLAC | $1 | — | $1 | 0.03% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| THE BENEFIT GROUP BROKER | Insurance agents and brokers Service code 22 | 11906 ARBOR STREET, SUITE 100 OMAHA, NE 68144 | $16K |
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 | 116 | 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) | 116 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITED HEALTHCARE INSURANCE COMPANY | 75 | $270K |
| Dental | AMERICAN NATIONAL INSURANCE COMPANY OF TEXAS | 114 | $55K |
| Vision | ARIZONA EYECARE ALLIANCE | 116 | $17K |
| Life insurance | TRANSAMERICA | 260 | $7K |
| Short-term disability(2 contracts, 2 carriers) | TRANSAMERICA | 260 | $11K |
| Stop-loss / reinsurancereinsurance | US FIRE | 86 | $91K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 260 | — |
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."
No prospect flags tripped on this filing.