| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| 4900 INDUSTRIAL WAY3 | 4544 E CAMP LOWELL DRIVE SUITE 110 TUSCSON, AZ 85712 | AETNA LIFE INSURANCE COMPANY AND AFFILIATES | $47K | — | $47K | 2.97% |
| SRA INSURANCE AGENCY LLC3 | 5201 JOHNSON DRIVE SUITE 500 MISSION, KS 66205 | AETNA LIFE INSURANCE COMPANY AND AFFILIATES | $7K | — | $7K | 0.44% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF ARIZONA LLC | 4544 E. CAMP LOWELL DRIVE SUITE 110 TUSCSON, AZ 85712 | AETNA LIFE INSURANCE COMPANY & AFFILIATES | $37K | — | $37K | 3.44% |
| SRA INSURANCE AGENCY LLC3 | 5201 JOHNSON DRIVE SUITE 500 MISSION, KS 66205 | AETNA LIFE INSURANCE COMPANY & AFFILIATES | $4K | — | $4K | 0.40% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS5 | P.O. BOX 9201 AUSTIN, TX 78766 | METROPOLITAN LIFE INSURANCE COMPANY | $61K | $15K | $76K | 21.94% |
| SPA INSURANCE AGENCY LLC3 | 4435 MAIN ST. FL 4 KANSAS CITY, MO 64111 | METROPOLITAN LIFE INSURANCE COMPANY | $8K | $2K | $10K | 2.93% |
| ROGERS BENEFIT GROUP INC3 Filed as: ROGERS BENEFIT GRP INC | 5110 N. 40TH STREET SUITE 234 PHOENIX, AZ 85018 | METROPOLITAN LIFE INSURANCE COMPANY | $4K | $222 | $4K | 1.29% |
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 | 527 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 527 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE COMPANY AND AFFILIATES | 309 | $1.6M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 527 | $344K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 527 | $344K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 527 | $344K |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 527 | $344K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 527 | $344K |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 527 | $344K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 527 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.