| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| JULIE A RODEN3 Filed as: JULIE ANN RODEN | 8713 E MALCOMB DR SCOTTSDALE, AZ 85250 | UNITEDHEALTHCARE INSURANCE COMPANY | $3K | $15K | $19K | 3.30% |
| KAREN JONES3 | 16211 N SCOTTSDALE RD STE A6A # 614 SCOTTSDALE, AZ 85254 | AFLAC | $4K | $245 | $4K | 7.46% |
| JULIE SLAUGHTER3 Filed as: JULIE RODEN | 8713 E MALCOMB DR SCOTTSDALE, AZ 85250 | AFLAC | $1K | — | $1K | 1.91% |
| NANCY ELLEN CARLSON3 Filed as: NANCY CARLSON | 17434 N PARADISE PARK DR PHOENIX, AZ 85032 | AFLAC | $560 | $77 | $637 | 1.12% |
| JEFFREY A KLEINMAN SR3 Filed as: JEFFREY KLEINMAN SR | 3420 E SHEA BLVD STE 168 PHOENIX, AZ 85028 | AFLAC | $432 | $60 | $492 | 0.86% |
| DANIEL NELSON3 | 8753 E BELL RD STE 110 SCOTTSDALE, AZ 85260 | AFLAC | $421 | — | $421 | 0.74% |
| SHAWN HOLTORF3 | 5522 W NORTHWOOD DR GLENDALE, AZ 85310 | AFLAC | $378 | — | $378 | 0.66% |
| BARBARA ANN MCNAUGHTON3 Filed as: BARBARA MCNAUGHTON | 1308 NATURE WALK BLVD SW HUNTSVILLE, AL 35824 | AFLAC | $187 | — | $187 | 0.33% |
| MICHAEL SHAUN DAGEN3 Filed as: MICHAEL DAGEN | 30782 N 126TH AVE PEORIA, AZ 85383 | AFLAC | $166 | — | $166 | 0.29% |
| SCOTT WEBB3 | 12366 W MILTON DR PEORIA, AZ 85383 | AFLAC | $113 | — | $113 | 0.20% |
| TOD R HANN3 Filed as: TOD HANN | 16211 N SCOTTSDALE RD STE A6A 614 SCOTTSDALE, AZ 85254 | AFLAC | $112 | — | $112 | 0.20% |
| CLINTON CHARLES ZELEZ3 Filed as: CLINTON ZELEZ | 6986 W QUAIL AVE GLENDALE, AZ 85308 | AFLAC | $99 | — | $99 | 0.17% |
| JASON ELIJAH ANGEL3 Filed as: JASON ANGEL | 3850 E BASELINE RD STE 116 MESA, AZ 85206 | AFLAC | $73 | $16 | $89 | 0.16% |
| JEFFERY S GIBSON3 Filed as: JEFFERY GIBSON | 4805 LAKE BROOK DR STE 220 GLEN ALLEN, VA 23060 | AFLAC | $59 | — | $59 | 0.10% |
| LAURA L HOWARD3 Filed as: LAURA HOWARD | 11434 W PICCADILLY RD AVONDALE, AZ 85392 | AFLAC | $56 | — | $56 | 0.10% |
| RANDY DOPITA3 | 16211 N SCOTTSDALE RD STE A6A # 614 SCOTTSDALE, AZ 85254 | AFLAC | $47 | — | $47 | 0.08% |
| TREVOR NORENBERG3 | 6529 SHALEE CT RAPID CITY, SD 57702 | AFLAC | $34 | $9 | $43 | 0.08% |
| GREGORY STENZEL3 | 2302 KNOX WAY MELISSA, TX 75454 | AFLAC | $42 | — | $42 | 0.07% |
| RYAN KADAVY3 | 8542 W FOOTHILL DR PEORIA, AZ 85383 | AFLAC | $29 | $7 | $36 | 0.06% |
| KIM J JONES3 Filed as: KIM JONES | P.O. BOX 13081 SCOTTSDALE, AZ 85267 | AFLAC | $35 | — | $35 | 0.06% |
| WILLIAM J SHARP3 Filed as: WILLIAM SHARP | 17836 N 43RD WAY PHOENIX, AZ 85032 | AFLAC | $29 | — | $29 | 0.05% |
| KORI A ALLEN3 Filed as: KORI ALLEN | 16211 N SCOTTSDALE RD 614 SCOTTSDALE, AZ 85254 | AFLAC | $26 | — | $26 | 0.05% |
| CHAD P SCHNEIDER3 Filed as: CHAD SCHNEIDER | 360 W HUBBARD ST APT 1105 CHICAGO, IL 60654 | AFLAC | $23 | — | $23 | 0.04% |
| ALFREDO VARGAS3 | 6230 N FLORENCE AVE LITCHFIELD PARK, AZ 85340 | AFLAC | $18 | — | $18 | 0.03% |
| MICHAEL G GLADNICK3 | 3850 E BASELINE RD STE 116 MESA, AZ 85206 | AFLAC | $10 | — | $10 | 0.02% |
| NATALIE MALHAM3 | 2850 E BASELINE RD STE 116 MESA, AZ 85206 | AFLAC | $10 | — | $10 | 0.02% |
| ARIZONA BENEFIT CONSULTANTS LLC3 | 6245 N 24TH PKWY STE 201 PHOENIX, AZ 85016 | AFLAC | $7 | — | $7 | 0.01% |
| ZAKERY HARLOW3 | 3204 N ACADEMY BLVD STE 130 COLORADO SPRINGS, CO 80917 | AFLAC | $5 | — | $5 | 0.01% |
| BRYAN TUCKER3 | 24654 NORTH LAKE PLEASANT PKWY 103-465 PEORIA, AZ 85383 | AFLAC | $5 | — | $5 | 0.01% |
| LAUREL L HARLOW3 Filed as: LAUREL HARLOW | 6200 W ROAN PL TUCSON, AZ 85743 | AFLAC | $3 | — | $3 | 0.01% |
| SCOTT W BLACKSHEAR3 Filed as: SCOTT GUTHRIE | 14227 N 14TH ST PHOENIX, AZ 85022 | AFLAC | $1 | — | $1 | 0.00% |
| RODEN, JULIE A3 | 8713 E MALCOMB DR SCOTTSDALE, AZ 85250 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $3K | — | $3K | 10.00% |
| RODEN, JULIE A3 | 8713 E MALCOMB DR. SCOTTSDALE, AZ 85250 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $1K | — | $1K | 10.00% |
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 | 162 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 162 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTHCARE INSURANCE COMPANY | 162 | $567K |
| Life insurance(2 contracts) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 99 | $38K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 99 | $11K |
| Other(3 contracts, 2 carriers) | AFLAC | 99 | $95K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 162 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.