| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CROWN RISK MANAGEMENT, LLC3 Filed as: SOUTHWEST RISK MANAGEMENT LLC | 4801 E MCKELLIPS RD MESA, AZ 852152527 | PRINCIPAL LIFE INSURANCE COMPANY | $16K | — | $16K | 12.25% |
| KELLY MCGARRY3 | 4742 N ORACLE RD STE 210 TUCSON, AZ 85705 | AFLAC | $1K | $292 | $2K | 5.01% |
| TULA BOYLES3 Filed as: TULA G BOYLES | 12495 W GINI LN MARANA, AZ 85653 | AFLAC | $881 | $313 | $1K | 3.86% |
| JARCEY RAUL RODRIGUEZ3 | 202 S 1ST AVE STE 108 YUMA, AZ 85364 | AFLAC | $663 | — | $663 | 2.15% |
| NICHOLAS J DONIA3 | 843 W CALLE MURO FUERTE SAHUARITA, AZ 85629 | AFLAC | $441 | $78 | $519 | 1.68% |
| RICK M MCKINNEY3 | 2448 E 81ST ST TULSA, OK 74137 | AFLAC | $289 | — | $289 | 0.94% |
| JACKIE G BARTA3 | 3500 N MALLARD CIR SIERRA VISTA, AZ 85635 | AFLAC | $171 | $27 | $198 | 0.64% |
| ROXANNE WISWOSSER3 | 1004 GEORGIA ST TEHACHAPI, CA 93561 | AFLAC | $95 | — | $95 | 0.31% |
| ZAKERY ALLEN HARLOW3 | 2030 W BASELINE RD STE 182-17062 PHOENIX, AZ 85041 | AFLAC | $93 | — | $93 | 0.30% |
| KAYELA FORD3 | 976 YESTERDAY LN MEDINA, OH 44256 | AFLAC | $80 | $1 | $81 | 0.26% |
| KASIE L RODRIGUEZ3 | 4054 S CEDAR AVE YUMA, AZ 85365 | AFLAC | $55 | — | $55 | 0.18% |
| ROCHELLE R MAURER3 | 1143 BLACK OAK DR TEHACHAPI, CA 93561 | AFLAC | $47 | — | $47 | 0.15% |
| FILIPE A COELHO3 | 4515 S MCCLINTOCK DR STE 212 TEMPE, AZ 85282 | AFLAC | $45 | — | $45 | 0.15% |
| CARLOS CHAVEZ3 Filed as: CARLOS E CHAVEZ | 4750 N ORACLE RD STE 214 TUCSON, AZ 85705 | AFLAC | $28 | — | $28 | 0.09% |
| NICHOLAS CAFFREY3 | 6502 N CALLE LOTTIE TUCSON, AZ 85718 | AFLAC | $25 | — | $25 | 0.08% |
| LYNN MENDOZA3 | 1368 W 13TH ST YUMA, AZ 85364 | AFLAC | $16 | — | $16 | 0.05% |
| SETH G KNOWLTON3 | 11396 N SILVER PHEASANT LOOP ORO VALLEY, AZ 85737 | AFLAC | $13 | — | $13 | 0.04% |
| KELLY MCGARRY3 | 4742 N ORACLE RD STE 210 TUCSON, AZ 85705 | AFLAC | $497 | $149 | $646 | 3.48% |
| TULA BOYLES3 Filed as: TULA G BOYLES | 12495 W GINI LN MARANA, AZ 85653 | AFLAC | $397 | $192 | $589 | 3.18% |
| JARCEY RAUL RODRIGUEZ3 | 202 S 1ST AVE STE 108 YUMA, AZ 85364 | AFLAC | $457 | — | $457 | 2.46% |
| RICK M MCKINNEY3 | 2448 E 81ST ST TULSA, OK 74137 | AFLAC | $246 | — | $246 | 1.33% |
| NICHOLAS J DONIA3 | 843 W CALLE MURO FUERTE SAHUARITA, AZ 85629 | AFLAC | $107 | $27 | $134 | 0.72% |
| SETH G KNOWLTON3 | 11396 N SILVER PHEASANT LOOP ORO VALLEY, AZ 85737 | AFLAC | $119 | — | $119 | 0.64% |
| JACKIE G BARTA3 | 3500 N MALLARD CIR SIERRA VISTA, AZ 85635 | AFLAC | $91 | $18 | $109 | 0.59% |
| CARLOS CHAVEZ3 Filed as: CARLOS E CHAVEZ | 4750 N ORACLE RD STE 214 TUCSON, AZ 85705 | AFLAC | $75 | $5 | $80 | 0.43% |
| KAYELA FORD3 | 976 YESTERDAY LN MEDINA, OH 44256 | AFLAC | $67 | $8 | $75 | 0.40% |
| KASIE L RODRIGUEZ3 | 4054 S CEDAR AVE YUMA, AZ 85365 | AFLAC | $75 | — | $75 | 0.40% |
| ZAKERY ALLEN HARLOW3 | 2030 W BASELINE RD STE 182-17062 PHOENIX, AZ 85041 | AFLAC | $62 | — | $62 | 0.33% |
| FILIPE A COELHO3 | 4515 S MCCLINTOCK DR STE 212 TEMPE, AZ 85282 | AFLAC | $41 | — | $41 | 0.22% |
| LYNN MENDOZA3 | 1368 W 13TH ST YUMA, AZ 85364 | AFLAC | $15 | — | $15 | 0.08% |
| NODOR INC3 | 955 N ST FRESNO, CA 93721 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | — | $2K | 25.01% |
| JARCEY RAUL RODRIGUEZ3 | 202 S 1ST AVE STE 108 YUMA, AZ 85364 | AFLAC | $127 | — | $127 | 4.90% |
| RICK M MCKINNEY3 | 2448 E 81ST ST TULSA, OK 74137 | AFLAC | $40 | — | $40 | 1.54% |
| ROXANNE WISWOSSER3 | 1004 GEORGIA ST TEHACHAPI, CA 93561 | AFLAC | $30 | — | $30 | 1.16% |
| ROCHELLE R MAURER3 | 1143 BLACK OAK DR TEHACHAPI, CA 93561 | AFLAC | $15 | — | $15 | 0.58% |
| KASIE L RODRIGUEZ3 | 4054 S CEDAR AVE YUMA, AZ 85365 | AFLAC | $14 | — | $14 | 0.54% |
| ZAKERY ALLEN HARLOW3 | 2030 W BASELINE RD STE 182-17062 PHOENIX, AZ 85041 | AFLAC | $13 | — | $13 | 0.50% |
| SETH G KNOWLTON3 | 11396 N SILVER PHEASANT LOOP ORO VALLEY, AZ 85737 | AFLAC | $7 | — | $7 | 0.27% |
| FILIPE A COELHO3 | 4515 S MCCLINTOCK DR STE 212 TEMPE, AZ 85282 | AFLAC | $6 | — | $6 | 0.23% |
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 | 212 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 11 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 8 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 231 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | PRINCIPAL LIFE INSURANCE COMPANY | 319 | $130K |
| Vision | PRINCIPAL LIFE INSURANCE COMPANY | 319 | $130K |
| Life insurance(2 contracts, 2 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 319 | $137K |
| Other(4 contracts, 2 carriers) | AFLAC | 212 | $58K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 319 | — |
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.