| 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 | — | $21K | $21K | 5.35% |
| PARAGON PARTNERS LTD3 | 9420 E DOUBLETREE RANCH RD STE C103 SCOTTSDALE, AZ 85258 | UNITEDHEALTHCARE INSURANCE COMPANY | $13K | — | $13K | 3.29% |
| 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 | — | $2K | 6.11% |
| PATRIOT GROWTH INSURANCE SERVICES3 Filed as: PATRIOT GROWTH INSURANCE SVCS | 501 OFFICE CENTER DR STE 215 FORT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $682 | $682 | 2.16% |
| 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 | $5K | — | $5K | 15.00% |
| PATRIOT GROWTH INSURANCE SERVICES3 Filed as: PATRIOT GROWTH INSURANCE SVCS | 501 OFFICE CENTER DR STE 215 FORT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $727 | $727 | 2.32% |
| 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 | — | $2K | 15.00% |
| PATRIOT GROWTH INSURANCE SERVICES3 Filed as: PATRIOT GROWTH INSURANCE SVCS | 501 OFFICE CENTER DR STE 215 FORT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $216 | $216 | 2.01% |
| BRIDGEMARK INS GROUP LLC3 | 6929 NORTH HAYDEN RD STE C4-454 SCOTTSDALE, AZ 85250 | TRANSAMERICA LIFE INSURANCE COMPANY | $1K | — | $1K | 14.20% |
| PARAGON PARTNERS LTD3 Filed as: PARAGON PARTNERS LIMITED | 9420 E DOUBLETREE RANCH RD STE C103 SCOTTSDALE, AZ 85258 | TRANSAMERICA LIFE INSURANCE COMPANY | $385 | — | $385 | 4.06% |
| DIGITAL INSURANCE LLC3 | 200 GALERIA PKWY. SUITE 1950 ATLANTA, GA 30339 | TRANSAMERICA LIFE INSURANCE COMPANY | $60 | — | $60 | 0.63% |
| BRIDGEMARK INSURANCE GROUP3 Filed as: BRIDGEMARK INSURANCE GROUP, LLC | 21803 N SCOTTSDALE RD STE 240 SCOTTSDALE, AZ 85255 | AVESIS INSURANCE INCORPORATED | $761 | — | $761 | 9.80% |
| 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 | $935 | — | $935 | 15.00% |
| PATRIOT GROWTH INSURANCE SERVICES3 Filed as: PATRIOT GROWTH INSURANCE SVCS | 501 OFFICE CENTER DR STE 215 FORT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $130 | $130 | 2.09% |
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 | 63 | 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) | 63 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTHCARE INSURANCE COMPANY | 69 | $390K |
| Dental | UNITED OF OMAHA LIFE INSURANCE COMPANY | 55 | $32K |
| Vision | AVESIS INSURANCE INCORPORATED | 75 | $8K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 97 | $6K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 26 | $11K |
| Other(3 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 97 | $47K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 97 | — |
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.