| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| JP GRIFFIN COMPANIES LLC3 Filed as: JP GRIFFIN COMPANIES, LLC | 6720 NORTH SCOTTSDALE ROAD SUITE 310 SCOTTSDALE, AZ 85253 | AMERITAS LIFE INSURANCE CORPORATION | $7K | $262 | $7K | 6.85% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH AND MCLENNAN AGENCY | 7202 EAST ROSEWOOD STREET SUITE 200 TUCSON, AZ 85710 | AMERITAS LIFE INSURANCE CORPORATION | $3K | $0 | $3K | 3.41% |
| JEFFREY P. GRIFFIN3 | 6720 NORTH SCOTTSDALE ROAD SUITE 310 SCOTTSDALE, AZ 85253 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $4K | $1K | $5K | 5.56% |
| LOVITT AND TOUCHE, INC.3 | 1050 WEST WASHINGTON STREET SUITE 233 TEMPE, AZ 85251 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $631 | $221 | $852 | 0.96% |
| LOVITT AND TOUCHE, INC.3 | 1050 WEST WASHINGTON STREET SUITE 233 TEMPE, AZ 85281 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $164 | $57 | $221 | 0.25% |
| JP GRIFFIN COMPANIES LLC3 Filed as: JP GRIFFIN GROUP | 6720 NORTH SCOTTSDALE ROAD SUITE 310 SCOTTSDALE, AZ 85253 | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | $2K | $0 | $2K | 10.94% |
| LOVITT AND TOUCHE, INC.3 | 7202 EAST ROSEWOOD STREET SUITE 200 TUCSON, AZ 85751 | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | $584 | $0 | $584 | 3.47% |
| LEGAL BENEFITS STOLTZ LLC3 Filed as: LEGAL BENEFITS STOLTZ, LLC | 8390 EAST VIA DE VENTURA SCOTTSDALE, AZ 85258 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $785 | $0 | $785 | 32.33% |
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 | 175 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 12 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 187 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIED OF ARIZONA | 312 | $1.1M |
| Dental | AMERITAS LIFE INSURANCE CORPORATION | 290 | $99K |
| Vision | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | 362 | $17K |
| Life insurance | UNUM LIFE INSURANCE COMPANY OF AMERICA | 169 | $88K |
| Short-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 169 | $88K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 169 | $88K |
| Other(4 contracts, 4 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 246 | $118K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 362 | — |
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.