No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BROWN & BROWN INSURANCE SERVICES, I EIN 59-0691921 CONSULTANT | Recordkeeping and information management (computing, tabulating, data processing, etc.); Insurance agents and brokers; Insurance brokerage commissions and fees; Finders' fees / placement fees; Consulting (general); Insurance services; Direct payment from the plan; Consulting fees Service code 15 | — | $308K |
| ARIZONA TECHNOLOGY COUNCIL EIN 86-0684848 SPONSOR | Other services; Finders' fees / placement fees; Participant communication; Direct payment from the plan; Other fees Service code 38 | — | $184K |
| VIMLY BENEFIT SOLUTIONS, INC. EIN 91-1603312 CONTRACT ADMINISTRATOR | Copying and duplicating; Direct payment from the plan; Other commissions; Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Participant communication; Accounting (including auditing) Service code 10 | — | $138K |
| BLACK GOULD & ASSOCIATES EIN 86-0396463 INSURANCE BROKER | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | — | $100K |
| EMPLOYEE BENEFIT EXCHANGE CORP. EIN 20-0270427 INSURANCE BROKER | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $52K |
| MARK J. MATSOCK & ASSOCIATES, INC EIN 86-0535969 INSURANCE BROKER | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $35K |
| CAPITAL FINANCIAL, PLC EIN 20-5078854 INSURANCE BROKER | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $30K |
| GBS ARIZONA, INC EIN 20-8695075 INSURANCE BROKER | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $29K |
| PIONEER EMPLOYEE BENEFITS, LLC EIN 84-2248426 INSURANCE BROKER | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $28K |
| ROGERS BENEFIT GROUP, INC. EIN 41-1596522 INSURANCE BROKER | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | — | $27K |
| IMA, INC EIN 20-2557329 INSURANCE BROKER | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $26K |
| EMERSON ROGERS, LLC EIN 13-3938007 INSURANCE BROKER | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $23K |
| GOLD COAST INSURANCE, INC. EIN 84-3101453 INSURANCE BROKER | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $18K |
| SCHOEDEL & SCHOEDEL, CPAS, PLLC EIN 91-0614823 AUDITOR | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $16K |
| PCF INSURANCE SERVICES OF THE WEST EIN 82-1368960 INSURANCE BROKER | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $16K |
| ACRISURE, LLC DBA STRATEGIC WELLNES EIN 26-3554645 INSURANCE BROKER | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $16K |
| MAGNUSON & ASSOCIATES LTD EIN 26-2814059 INSURANCE BROKER | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $14K |
| LOCKTON COMPANIES EIN 20-3354970 INSURANCE BROKER | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $13K |
| HORIZON BENEFITS GROUP EIN 86-0358074 INSURANCE BROKER | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $12K |
| PACIFIC COAST BENEFITS INSURANCE CO EIN 26-4465846 INSURANCE BROKER | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $9K |
| BENEFITS GALLERY, LLC EIN 46-1751363 INSURANCE BROKER | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $8K |
| WELLSPRING FAMILY SERVICES EAP EIN 91-0567261 | Claims processing; Plan Administrator; Direct payment from the plan Service code 12 | — | $8K |
| RESECO INSURANCE ADVISORS, LLC EIN 45-3989660 INSURANCE BROKER | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | — | $8K |
| AMWINS CONNECT INSURANCE SERVICES, EIN 94-2757978 INSURANCE BROKER | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $7K |
| MICHAEL J. BOUCOS INSURANCE BROKER | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | 6351 W SADDLEHORN ROAD PHOENIX, AZ 85083 | $6K |
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 | 1,033 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 1,033 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF ARIZONA | 1,794 | $7.8M |
| Dental | BLUE CROSS BLUE SHIELD OF ARIZONA | 1,794 | $7.8M |
| Vision | VISION SERVICE PLAN | 476 | $51K |
| Prescription drug | BLUE CROSS BLUE SHIELD OF ARIZONA | 1,794 | $7.8M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,794 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.
Multiple-employer welfare arrangement. Specific regulatory and compliance context; specific consultant niche.