| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| DULEY BOLWAR & ASSOCIATES INC3 Filed as: DULEY BOLWAR AND ASSOCIATES INC | 14614 NORTH KIERLAND BOULEVARD SUITE 150 SCOTTSDALE, AZ 85254 | METROPOLITAN LIFE INSURANCE COMPANY | $21K | $2K | $24K | 6.43% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF ARIZONA, LLC | 14614 NORTH KIERLAND BOULEVARD SUITE 150 SCOTTSDALE, AZ 85254 | METROPOLITAN LIFE INSURANCE COMPANY | $9K | $17 | $9K | 2.51% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF ARIZONA LLC | 1760 EAST RIVER ROAD SUITE 300 TUCSON, AZ 85718 | METROPOLITAN LIFE INSURANCE COMPANY | — | $920 | $920 | 0.25% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF ARIZONA LLC | 14614 NORTH KIERLAND BOULEVARD SUITE 150 SCOTTSDALE, AZ 85254 | STANDARD INSURANCE COMPANY | $26K | — | $26K | 13.74% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF ARIZONA LLC | 14614 NORTH KIERLAND BOULEVARD SUITE 150 SCOTTSDALE, AZ 85254 | STANDARD INSURANCE COMPANY | $26K | — | $26K | 13.93% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF ARIZONA LLC | 14614 NORTH KIERLAND BOULEVARD SUITE 150 SCOTTSDALE, AZ 85254 | STANDARD INSURANCE COMPANY | $18K | — | $18K | 13.71% |
| ASSUREDPARTERS OF ARRIZONA, LLC3 | 14614 NORTH KIERLAND BOULEVARD SUITE N220 SCOTTSDALE, AZ 85254 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $6K | — | $6K | 10.74% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF ARIZONA LLC | 14614 NORTH KIERLAND BOULEVARD SUITE 150 SCOTTSDALE, AZ 85254 | STANDARD INSURANCE COMPANY | $8K | — | $8K | 20.00% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF ARIZONA LLC | 14614 NORTH KIERLAND BOULEVARD SUITE 150 SCOTTSDALE, AZ 85254 | METROPOLITAN LIFE INSURANCE COMPANY | $6K | $17 | $6K | 19.81% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF ARIZONA LLC | 1760 EAST RIVER ROAD SUITE 300 TUCSON, AZ 85718 | METROPOLITAN LIFE INSURANCE COMPANY | — | $285 | $285 | 0.99% |
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 | 588 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 53 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 641 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 462 | $367K |
| Vision | FIDELITY SECURITY LIFE INSURANCE COMPANY | 421 | $55K |
| Life insurance | STANDARD INSURANCE COMPANY | 510 | $189K |
| Short-term disability | STANDARD INSURANCE COMPANY | 512 | $193K |
| Long-term disability | STANDARD INSURANCE COMPANY | 512 | $133K |
| Stop-loss / reinsurancereinsurance | BLUE CROSS BLUE SHIELD OF ARIZONA | 950 | $643K |
| Other(3 contracts, 2 carriers) | STANDARD INSURANCE COMPANY | 510 | $257K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 950 | — |
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.