| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| WEINER INSURANCE, INC.3 | 13951 N SCOTTSDALE RD., SUITE 131 SCOTTSDALE, AZ 85254 | HARTFORD LIFE AND ACCIDENT | $118K | — | $118K | 5.16% |
| WEINER INSURANCE, INC.3 | 13951 N SCOTTSDALE RD., SUITE 131 SCOTTSDALE, AZ 85254 | VISION SERVICE PLAN | $1K | — | $1K | 0.53% |
| WILLIAM DAVID WEINER3 | 13951 N SCOTTSDALE RD., SUITE 131 SCOTTSDALE, AZ 85254 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $179 | — | $179 | 1.79% |
| BERNARD WEINER3 | 4555 E MAYO BLVD #14101 PHOENIX, AZ 85050 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $109 | — | $109 | 1.09% |
| WILLIAM KEHOE | 9201 S HOMAN AVE EVERGREEN PARK, IL 60805 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $71 | — | $71 | 0.71% |
| WILLIAM DAVID WEINER3 | 13951 N SCOTTSDALE RD. SCOTTSDALE, AZ 85254 | THE PAUL REVERE LIFE INSURANCE COMPANY | $21 | — | $21 | 3.26% |
| BERNARD WEINER3 | 4555 E MAYO BLVD #14101 PHOENIX, AZ 85050 | THE PAUL REVERE LIFE INSURANCE COMPANY | $16 | — | $16 | 2.48% |
| BERNARD WEINER3 | 4555 E MAYO BLVD #14101 PHOENIX, AZ 85050 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $7 | — | $7 | 2.45% |
| WILLIAM DAVID WEINER3 | 13951 N SCOTTSDALE RD., SUITE 131 SCOTTSDALE, AZ 85254 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $7 | — | $7 | 2.45% |
| BERNARD WEINER3 | 4555 E MAYO BLVD #14101 PHOENIX, AZ 85050 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | — | $0 | — |
| WILLIAM DAVID WEINER3 | 13951 N SCOTTSDALE RD., SUITE 131 SCOTTSDALE, AZ 85254 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | — | $0 | — |
| WILLIAM KEHOE | 9201 S HOMAN AVE EVERGREEN PARK, IL 60805 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | — | $0 | — |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ALLEGIANCE BENEFIT PLAN MANAGEMENT EIN 81-0400550 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $605K |
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 | 2,186 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 2,186 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental(2 contracts, 2 carriers) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 1,552 | $1.2M |
| Vision | VISION SERVICE PLAN | 1,339 | $217K |
| Life insurance | HARTFORD LIFE AND ACCIDENT | 2,098 | $2.3M |
| Short-term disability | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | 1 | $286 |
| Long-term disability(4 contracts, 3 carriers) | HARTFORD LIFE AND ACCIDENT | 2,098 | $2.3M |
| Other | HARTFORD LIFE AND ACCIDENT | 2,098 | $2.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,098 | — |
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."
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.