| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC.3 | P.O. BOX 3009 ARLINGTON HEIGHTS, IL 60006 | BLUE CROSS BLUE SHIELD OF ARIZONA | $141K | — | $141K | 2.56% |
| GALLAGHER BENEFIT SERVICES, INC.3 | P.O. BOX 3009 ARLINGTON HEIGHTS, IL 60006 | BLUE CROSS BLUE SHIELD OF ARIZONA | $53K | — | $53K | 2.98% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 1345 E. CHANDLER BLVD, BL 1,STE 103 PHOENIX, AZ 85048 | METROPOLITAN LIFE INSURANCE COMPANY | $5K | $96 | $5K | 2.97% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 1345 E. CHANDLER BLVD, BL 1,STE 103 PHOENIX, AZ 85048 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $3K | — | $3K | 2.14% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 1345 E. CHANDLER BLVD, BL 1,STE 103 PHOENIX, AZ 85048 | CONTINENTAL AMERICAN INSURANCE COMPANY | $10K | — | $10K | 7.14% |
| TAMMY A MORGART3 Filed as: TAMMY PEDERSON | — | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | — | $1K | 1.10% |
| KARA A LANGEVIN3 Filed as: KARA A. LANGEVIN | 3649 HOLLISTER DR. UNIT B LAKE HAVASU, AZ 86406 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | — | $1K | 0.88% |
| ERIC PEDERSON3 Filed as: ERIC G PEDERSON | — | CONTINENTAL AMERICAN INSURANCE COMPANY | $377 | — | $377 | 0.28% |
| DEBRA KELLY3 | 6968 DIAMOND BLVD. FLAGSTAFF, AZ 86004 | CONTINENTAL AMERICAN INSURANCE COMPANY | $174 | — | $174 | 0.13% |
| GALLAGHER BENEFIT SERVICES, INC.3 | P.O. BOX 3009 ARLINGTON HEIGHTS, IL 60006 | VISION SERVICE PLAN | $6K | — | $6K | 10.00% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 1345 E. CHANDLER BLVD, BL 1,STE 103 PHOENIX, AZ 85048 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $1K | — | $1K | 15.24% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 777 108TH AVE. NE STE 200 BELLEVUE, WA 98004 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $734 | $236 | $970 | 13.21% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 777 108TH AVE NE STE200 BELLEVUE, WA 98004 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $415 | $134 | $549 | 13.23% |
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 | 690 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 691 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | BLUE CROSS BLUE SHIELD OF ARIZONA | 393 | $7.3M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 1,603 | $174K |
| Vision(3 contracts, 2 carriers) | BLUE CROSS BLUE SHIELD OF ARIZONA | 442 | $7.3M |
| Life insurance(4 contracts, 3 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 728 | $306K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 11 | $4K |
| Prescription drug(2 contracts) | BLUE CROSS BLUE SHIELD OF ARIZONA | 393 | $7.3M |
| Other(3 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 690 | $170K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,603 | — |
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.