| 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 | — | $22K | $22K | 5.17% |
| PARAGON PARTNERS LTD3 | 9420 E DOUBLETREE RANCH RD STE C103 SCOTTSDALE, AZ 85258 | UNITEDHEALTHCARE INSURANCE COMPANY | $10K | — | $10K | 2.39% |
| BRIDGEMARK INS GROUP LLC3 | 6929 NORTH HAYDEN RD STE C4-454 SCOTTSDALE, AZ 85250 | TRANSAMERICA LIFE INSURANCE COMPANY | $10K | — | $10K | 19.89% |
| PARAGON PARTNERS LTD3 Filed as: PARAGON PARTNERS LIMITED | 9420 E DOUBLETREE RANCH RD STE C103 SCOTTSDALE, AZ 85258 | TRANSAMERICA LIFE INSURANCE COMPANY | $3K | — | $3K | 5.17% |
| DIGITAL INSURANCE LLC3 | 200 GALERIA PKWY. SUITE 1950 ATLANTA, GA 30339 | TRANSAMERICA LIFE INSURANCE COMPANY | $222 | — | $222 | 0.45% |
| BRIDGEMARK INSURANCE GROUP3 Filed as: BRIDGEMARK INSURANCE GROUP LLC | 6929 N HAYDEN RD STE C4-454 SCOTTSDALE, AZ 85250 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $6K | $284 | $6K | 15.72% |
| BRIDGEMARK INSURANCE GROUP3 Filed as: BRIDGEMARK INSURANCE GROUP LLC | 6929 N HAYDEN RD STE C4-454 SCOTTSDALE, AZ 85250 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $52 | $2K | 5.82% |
| BRIDGEMARK INSURANCE GROUP3 Filed as: BRIDGEMARK INSURANCE GROUP LLC | 6929 N HAYDEN RD STE C4-454 SCOTTSDALE, AZ 85250 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $110 | $2K | 15.93% |
| BRIDGEMARK INSURANCE GROUP3 Filed as: BRIDGEMARK INSURANCE GROUP, LLC | 21803 N SCOTTSDALE RD STE 240 SCOTTSDALE, AZ 85255 | AVESIS INSURANCE INCORPORATED | $802 | — | $802 | 10.13% |
| BRIDGEMARK INSURANCE GROUP3 Filed as: BRIDGEMARK INSURANCE GROUP LLC | 6929 N HAYDEN RD STE C4-454 SCOTTSDALE, AZ 85250 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $56 | $1K | 15.79% |
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 | 125 | 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) | 125 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTHCARE INSURANCE COMPANY | 75 | $424K |
| Dental | UNITED OF OMAHA LIFE INSURANCE COMPANY | 60 | $38K |
| Vision | AVESIS INSURANCE INCORPORATED | 78 | $8K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 129 | $7K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 24 | $12K |
| Other(3 contracts, 2 carriers) | TRANSAMERICA LIFE INSURANCE COMPANY | 129 | $96K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 129 | — |
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.