| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| GIETL & STRUTZ INSURANCE INC.3 | 4562 N 1ST AVENUE SUITE 130 TUSCON, AZ 85718 | METROPOLITAN LIFE INSURANCE COMPANY | $12K | — | $12K | 6.78% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS RD STE 800 CONCORD, CA 945207924 | METROPOLITAN LIFE INSURANCE COMPANY | $709 | $221 | $930 | 0.51% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 4675 MACARTHUR CT STE 750 NEWPORT BEACH, CA 926608891 | METROPOLITAN LIFE INSURANCE COMPANY | — | $8 | $8 | 0.00% |
| GIETL & STRUTZ INSURANCE INC.3 Filed as: GIETL & STRUTZ INSURANCE | 4562 N 1ST AVE STE 130 TUCSON, AZ 857185667 | VISION SERVICE PLAN | $1K | — | $1K | 7.44% |
| ROGERS BENEFIT GROUP INC3 Filed as: ROGERS BENEFIT GROUP | 5110 N 40TH ST STE 234 PHOENIX, AZ 850182151 | VISION SERVICE PLAN | $212 | — | $212 | 1.22% |
| ASSUREDPARTNERS3 Filed as: 963 EMERSON ROGERS, LLC | 669 RIVER DR CENTER II STE 30 ELMWOOD PARK, NJ 07407 | VISION SERVICE PLAN | $134 | — | $134 | 0.77% |
| GIETL & STRUTZ INSURANCE INC.3 | 4562 N 1ST AVENUE SUITE 130 TUSCON, AZ 85718 | METROPOLITAN LIFE INSURANCE CENTER | $2K | — | $2K | 17.02% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS RD STE 800 CONCORD, CA 945207924 | METROPOLITAN LIFE INSURANCE CENTER | $524 | $76 | $600 | 5.33% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 4675 MACARTHUR CT STE 750 NEWPORT BEACH, CA 926608891 | METROPOLITAN LIFE INSURANCE CENTER | — | $1 | $1 | 0.01% |
| GIETL & STRUTZ INSURANCE INC.3 | 4562 N 1ST AVENUE SUITE 130 TUSCON, AZ 85718 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | — | $2K | 21.31% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS RD STE 800 CONCORD, CA 945207924 | METROPOLITAN LIFE INSURANCE COMPANY | $520 | $76 | $596 | 5.70% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 4675 MACARTHUR CT STE 750 NEWPORT BEACH, CA 926608891 | METROPOLITAN LIFE INSURANCE COMPANY | — | $1 | $1 | 0.01% |
| GIETL & STRUTZ INSURANCE INC.3 | 4562 N 1ST AVENUE SUITE 130 TUSCON, AZ 85718 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | — | $2K | 21.30% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS RD STE 800 CONCORD, CA 945207924 | METROPOLITAN LIFE INSURANCE COMPANY | $481 | $74 | $555 | 6.25% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 4675 MACARTHUR CT STE 750 NEWPORT BEACH, CA 926608891 | METROPOLITAN LIFE INSURANCE COMPANY | — | $1 | $1 | 0.01% |
| GIETL & STRUTZ INSURANCE INC.3 | 4562 N 1ST AVENUE SUITE 130 TUSCON, AZ 85718 | EMPLOYER DENTAL SERVICES | $335 | — | $335 | 7.79% |
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 | 161 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 161 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 234 | $186K |
| Vision | VISION SERVICE PLAN | 110 | $17K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 234 | $182K |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 234 | $182K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 234 | $182K |
| Other(4 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 234 | $213K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 234 | — |
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.