| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS AND INS SERVICES INC | PO BOX 632886 CINCINNATI, OH 452632886 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $10K | $4K | $14K | 14.22% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS AND INS SERVICES INC | PO BOX 632886 CINCINNATI, OH 452632886 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $10K | $4K | $13K | 14.18% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS AND INS SERVICES INC | PO BOX 632886 CINCINNATI, OH 452632886 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $8K | $4K | $12K | 14.20% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS AND INS SERVICES INC | PO BOX 632886 CINCINNATI, OH 452632886 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $3K | $68 | $3K | 7.07% |
| R AND T FIGUEROA LLC3 Filed as: R & T FIGUEROA | 7569 S. CARLISLE AVE TUCSON, AZ 85746 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $3K | $354 | $3K | 6.58% |
| BST COMPANIES INC3 Filed as: BST COMPANIES | PO BOX 17467 TUCSON, AZ 85731 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $242 | $2K | 5.24% |
| VINCENT TAYLOR ECHOLS3 | PO BOX 594 THATCHER, AL 85552 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $356 | $56 | $412 | 0.90% |
| EC BENEFITS INC3 | 5205 EAST PIMA STREET TUCSON, AZ 85712 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $165 | — | $165 | 0.36% |
| JB & H LLC3 | 8707 E SAGUARO VIEW PLACE VAIL, AZ 85641 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $145 | $1 | $146 | 0.32% |
| CAROL JEAN HALL3 | PO BOX 15158 TUCSON, AZ 85708 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $128 | $10 | $138 | 0.30% |
| PAUL A BYNUM3 | PO BOX 12306 TUCSON, AZ 85732 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $99 | — | $99 | 0.22% |
| LORENZA TORRES3 | 9636 E PASEO SAN BERNARDO DRIVE TUCSON, AZ 85747 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $91 | $4 | $95 | 0.21% |
| MARINA C LOVE3 | 5470 WEST WHIPPAIL CT MARANA, AZ 85658 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $52 | $3 | $55 | 0.12% |
| JOSEPH QUINTANA3 | 14602 N 7TH PLACE PHOENIX, AZ 85022 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $26 | — | $26 | 0.06% |
| DONNA MARIE STOLL3 | 502 BOB LITTLE ROAD PANAMAN CITY, FL 32404 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $26 | — | $26 | 0.06% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS AND INS SERVICES INC | PO BOX 632886 CINCINNATI, OH 452632886 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $5K | $1K | $6K | 24.92% |
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 | 613 | 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) | 613 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 613 | $120K |
| Short-term disability(3 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 613 | $203K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 613 | $95K |
| Other | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | 64 | $46K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 613 | — |
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.