| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARK J MATSOCK3 Filed as: MARK MATSOCK | 5110 N 40TH ST STE 242 PHOENIX, AZ 85018 | KAISER FOUNDATION HEALTH PLAN, INC. | $40K | — | $40K | 2.19% |
| MARK J MATSOCK3 | 5110 N 40TH ST STE 242 PHOENIX, AZ 85018 | SUTTER HEALTH PLAN | $21K | — | $21K | 5.00% |
| ASSUREDPARTNERS3 Filed as: EMERSON ROGERS, LLC | 2251 DOUGLAS BLVD STE 115 ROSEVILLE, CA 95661 | SUTTER HEALTH PLAN | $5K | — | $5K | 1.28% |
| MARK METTILLE3 Filed as: MARK J MATSOCK & ASSOCIATES INC. | 5110 N 40TH ST STE 242 PHOENIX, AZ 85018 | CIGNA HEALLTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $14K | — | $14K | 9.88% |
| ROGERS BENEFIT GROUP INC3 Filed as: ROGERS BENEFIT GROUP INC. | 5110 N 40TH ST STE 234 PHOENIX, AZ 85018 | CIGNA HEALLTH AND LIFE INSURANCE COMPANY AND AFFILIATES | — | $7K | $7K | 4.94% |
| MARK J MATSOCK3 | 5110 N 40TH ST STE 242 PHOENIX, AZ 85018 | VISION SERVICE PLAN | $983 | — | $983 | 5.75% |
| MARK METTILLE3 Filed as: MARK J MATSOCK & ASSOCIATES INC. | 5110 N 40TH ST STE 242 PHOENIX, AZ 85018 | CIGNA DENTAL HEALTH OF CALIFORNIA, INC. | $998 | — | $998 | 10.00% |
| ROGERS BENEFIT GROUP INC3 Filed as: ROGERS BENEFIT GROUP INC. | 5110 N 40TH ST STE 234 PHOENIX, AZ 85018 | CIGNA DENTAL HEALTH OF CALIFORNIA, INC. | — | $499 | $499 | 5.00% |
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 | 287 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 287 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 226 | $2.2M |
| Dental(2 contracts, 2 carriers) | CIGNA HEALLTH AND LIFE INSURANCE COMPANY AND AFFILIATES | 243 | $154K |
| Vision | VISION SERVICE PLAN | 134 | $17K |
| Prescription drug | SUTTER HEALTH PLAN | 61 | $413K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 243 | — |
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.