| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LEAVITT GROUP3 Filed as: LEAVITT GROUP BENEFITS SERVICES | 919 NORTH 1ST STREET PHOENIX, AZ 85004 | METROPOLITAN LIFE INSURANCE COMPANY | $17K | — | $17K | 12.10% |
| LEAVITT GROUP3 Filed as: LEAVITT GROUP BENEFITS SERVICES | 919 NORTH 1ST STREET PHOENIX, AZ 85004 | DELTA DENTAL OF ARIZONA | $3K | — | $3K | 3.84% |
| GLEN DOUGLAS GABLE3 | 3850 EAST BASELINE ROAD, SUITE 116 MESA, AZ 85206 | AFLAC | $2K | $113 | $2K | 9.10% |
| MICHAEL A. TOTTIS3 | 8438 EAST CHAPARRAL ROAD SCOTTSDALE, AZ 85250 | AFLAC | $2K | $88 | $2K | 6.74% |
| BRITTON L. JOHNSON AND OTHER AGENTS3 Filed as: BRITTON L JOHNSON AND OTHER AGENTS | 1069 WEST BROAD STREET, SUITE 153 FALLS CHURCH, VA 22046 | AFLAC | $345 | $34 | $379 | 1.40% |
| DAVID R LATTIMER3 Filed as: DAVID R. LATTIMER | 3029 NORTH SONORAN HILLS MESA, AZ 85207 | AFLAC | $337 | — | $337 | 1.25% |
| SUSAN A. POSADA3 | 3575 NORTH 3RD STREET PHOENIX, AZ 85012 | AFLAC | $247 | — | $247 | 0.91% |
| PATRICIA J GEE3 Filed as: PATRICIA J. GEE | PO BOX 2334 MESA, AZ 85214 | AFLAC | $135 | — | $135 | 0.50% |
| HAROLD W ELLIOTT LLC3 Filed as: HAROLD W. ELLIOTT, LLC | 15838 SOUTH 1ST AVENUE PHOENIX, AZ 85045 | AFLAC | $109 | — | $109 | 0.40% |
| LEAVITT GROUP3 Filed as: LEAVITT GROUP BENEFITS SERVICES | 919 NORTH 1ST STREET PHOENIX, AZ 85004 | VISION SERVICE PLAN | $718 | — | $718 | 7.68% |
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 | 114 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 115 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | BLUE CROSS BLUE SHIELD OF ARIZONA | 114 | $880K |
| Dental | DELTA DENTAL OF ARIZONA | 123 | $70K |
| Vision(2 contracts, 2 carriers) | BLUE CROSS BLUE SHIELD OF ARIZONA | 114 | $792K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 373 | $140K |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 373 | $140K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 373 | $140K |
| Prescription drug(2 contracts, 2 carriers) | BLUE CROSS BLUE SHIELD OF ARIZONA | 114 | $880K |
| Other(3 contracts, 3 carriers) | BLUE CROSS BLUE SHIELD OF ARIZONA | 373 | $949K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 373 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.