| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| JULIE SLAUGHTER3 Filed as: JULIE RODEN | 8713 E MALCOMB DR SCOTTSDALE, AZ 85250 | BLUE CROSS BLUE SHIELD OF ARIZONA | $24K | — | $24K | 3.84% |
| KAREN JONES3 | 16211 N SCOTTSDALE RD STE A6A #614 SCOTTSDALE, AZ 85254 | AFLAC | $4K | $143 | $4K | 8.21% |
| JULIE A RODEN3 Filed as: JULIE ANN RODEN | 8713 E MALCOMB DR SCOTTSDALE, AZ 85250 | AFLAC | $2K | — | $2K | 3.91% |
| ALFREDO N VARGAS3 | 6230 N FLORENCE AVE LITCHFIELD PARK, AZ 85340 | AFLAC | $494 | $34 | $528 | 1.03% |
| KORI A ALLEN3 | 16211 N SCOTTSDALE RD 614 SCOTTSDALE, AZ 85254 | AFLAC | $367 | $68 | $435 | 0.84% |
| DANIEL D NELSON3 | 8753 E BELL RD STE 110 SCOTTSDALE, AZ 85260 | AFLAC | $373 | — | $373 | 0.72% |
| JEFFERY KLEINMAN SR3 Filed as: JEFFERY A KLEINMAN SR | 33202 N 46TH WAY CAVE CREEK, AZ 85331 | AFLAC | $324 | — | $324 | 0.63% |
| SHAWN HOLTORF3 | 5522 W NORTHWOOD DR GLENDALE, AZ 85310 | AFLAC | $294 | — | $294 | 0.57% |
| MELISSA A SCHOFIELD3 | 932 E VOLK LN SAN TAN VALLEY, AZ 85140 | AFLAC | $266 | $26 | $292 | 0.57% |
| NANCY ELLEN CARLSON3 | 17434 N PARADISE PARK DR PHOENIX, AZ 85032 | AFLAC | $269 | — | $269 | 0.52% |
| TOD R HANN3 | 16211 N SCOTTSDALE RD STE A6A614 SCOTTSDALE, AZ 85254 | AFLAC | $111 | — | $111 | 0.22% |
| SCOTT WEBB3 | 26729 N 91ST DR PEORIA, AZ 85383 | AFLAC | $83 | — | $83 | 0.16% |
| LAURA L HOWARD3 | 11434 W PICCADILLY DR AVONDALE, AZ 85392 | AFLAC | $59 | — | $59 | 0.11% |
| JEFFERY S GIBSON3 | 3009 HUNTON COTTAGE LN GLEN ALLEN, VA 23059 | AFLAC | $52 | — | $52 | 0.10% |
| CLINTON CHARLES ZELEZ3 | 6986 W QUAIL AVE GLENDALE, AZ 85308 | AFLAC | $49 | — | $49 | 0.10% |
| GREGORY F STENZEL3 | 1246 KIOWA DR W GAINESVILLE, TX 76240 | AFLAC | $35 | — | $35 | 0.07% |
| BARBARA ANN MCNAUGHTON3 | 4910 CORPORATE DR NW STE G HUNTSVILLE, AL 35805 | AFLAC | $27 | $8 | $35 | 0.07% |
| WILLIAM J SHARP3 | 17936 N 43RD WAY PHOENIX, AZ 85032 | AFLAC | $24 | — | $24 | 0.05% |
| JASON ELIJAH ANGEL3 | 3850 E BASELINE RD STE 116 MESA, AZ 85206 | AFLAC | $23 | — | $23 | 0.04% |
| SCOTT W BLACKSHEAR3 Filed as: SCOTT M GUTHRIE | 14227 N 14TH ST PHOENIX, AZ 85022 | AFLAC | $13 | $8 | $21 | 0.04% |
| CHAD P SCHNEIDER3 | 1 W SUPERIOR ST APT 1301 CHICAGO, IL 60654 | AFLAC | $20 | — | $20 | 0.04% |
| MICHAEL SHAUN DAGEN3 | 13764 W JESSE RED DR PEORIA, AZ 85383 | AFLAC | $17 | — | $17 | 0.03% |
| RANDY DOPITA3 | 16211 N SCOTTSDALE RD STE A6A #614 SCOTTSDALE, AZ 85254 | AFLAC | $16 | — | $16 | 0.03% |
| TREVOR G NORENBERG3 | 4552 LAHINCH ST RAPID CITY, SD 57702 | AFLAC | $13 | — | $13 | 0.03% |
| KIM J JONES3 | PO BOX 13081 SCOTTSDALES, AZ 85267 | AFLAC | $10 | — | $10 | 0.02% |
| ARIZONA BENEFIT CONSULTANTS LLC3 | 6245 N 24TH PKWY STE 201 PHOENIX, AZ 85016 | AFLAC | $7 | — | $7 | 0.01% |
| ZAKERY ALLEN HARLOW3 | 2960 N ACADEMY BLVD STE 101 COLORADO SPRINGS, CO 80917 | AFLAC | $4 | — | $4 | 0.01% |
| MICHAEL G GLADNICK3 | 3850 E BASELINE RD STE 116 MESA, AZ 85206 | AFLAC | $3 | — | $3 | 0.01% |
| NATALIE MALHAM3 | 3850 E BASELINE RD STE 116 MESA, AZ 85206 | AFLAC | $3 | — | $3 | 0.01% |
| JULIE SLAUGHTER3 Filed as: JULIE RODEN | 8713 E MALCOMB DR SCOTTSDALE, AZ 85250 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $3K | — | $3K | 10.00% |
| JULIE SLAUGHTER3 Filed as: JULIE RODEN | 8713 E MALCOMB DR SCOTTSDALE, AZ 85250 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $1K | — | $1K | 10.00% |
| JULIE SLAUGHTER3 Filed as: JULIE RODEN | 8713 E MALCOMB DR SCOTTSDALE, AZ 85250 | TELADOC HEALTH, ICN. | $946 | — | $946 | 15.00% |
| JULIE SLAUGHTER3 Filed as: JULIE RODEN | 8713 E MALCOMB DR SCOTTSDALE, AZ 85250 | SUN LIFE ASSURANCE COMPANY OF CANADA | $329 | — | $329 | 8.00% |
| KAREN JONES4 Filed as: KAREN M JONES | 16211 N SCOTTSDALE RD SUITE A6A #614 SCOTTSDALE, AZ 85254 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $1K | — | $1K | 33.66% |
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 | 107 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 107 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF ARIZONA | 90 | $625K |
| Dental | SUN LIFE ASSURANCE COMPANY OF CANADA | 20 | $4K |
| Life insurance(2 contracts) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 107 | $46K |
| Short-term disability | AFLAC | 47 | $51K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 107 | $12K |
| Prescription drug | BLUE CROSS BLUE SHIELD OF ARIZONA | 90 | $625K |
| Other(5 contracts, 4 carriers) | AFLAC | 107 | $107K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 107 | — |
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.