| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARK METTILLE3 Filed as: MARK J. MATSOCK & ASSOCIATES | 2400 EAST ARIZONA BILTMORE CIRCLE #1100 PHOENIX, AZ 85016 | SHARP HEALTH PLAN | $22K | — | $22K | 5.00% |
| MARK J MATSOCK3 Filed as: MARK J. MATSOCK & ASSOC, INC. | 5110 NORTH 40TH STREET SUITE #242 PHOENIX, AZ 85018 | AMERICAN NATIONAL INSURANCE COMPANY OF TEXAS | $15K | — | $15K | 8.26% |
| MARK METTILLE3 Filed as: MARK J MATSOCK ASSOCIATES INC | — | AMERICAN UNITED LIFE INSURANCE COMPANY | $12K | — | $12K | 13.55% |
| MARK METTILLE3 Filed as: MARK J MATSOCK & ASSOCIATES | — | DELTA DENTAL OF CALIFORNIA | $789 | — | $789 | 4.00% |
| MARK METTILLE3 Filed as: MARK J MATSOCK AND ASSOCIATES | 2400 EAST ARIZONA BILTMORE CIRCLE PHOENIX, AZ 85016 | MEDIEXCEL HEALTH PLAN | $95K | — | $95K | 1828.39% |
| MARK J MATSOCK3 Filed as: MARK J. MATSOCK & ASSOC, INC. | 5110 NORTH 40TH STREET SUITE #242 PHOENIX, AZ 85018 | AMERICAN NATIONAL INSURANCE COMPANY OF TEXAS | $492 | — | $492 | 10.23% |
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 | 472 | 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) | 472 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | SHARP HEALTH PLAN | 92 | $455K |
| Dental(3 contracts, 2 carriers) | AMERICAN NATIONAL INSURANCE COMPANY OF TEXAS | 384 | $204K |
| Vision(2 contracts) | AMERICAN NATIONAL INSURANCE COMPANY OF TEXAS | 384 | $185K |
| Life insurance | AMERICAN UNITED LIFE INSURANCE COMPANY | 805 | $86K |
| Other | AMERICAN UNITED LIFE INSURANCE COMPANY | 805 | $86K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 805 | — |
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.