| 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 | $22K | — | $22K | 11.76% |
| LEAVITT GROUP3 Filed as: LEAVITT GROUP BENEFITS SERVICES | 919 NORTH 1ST STREET PHOENIX, AZ 85004 | DELTA DENTAL OF ARIZONA | $5K | — | $5K | 4.04% |
| GLEN DOUGLAS GABLE3 | 3850 EAST BASELINE ROAD, SUITE 116 MESA, AZ 85206 | AFLAC | $1K | $64 | $1K | 7.06% |
| MICHAEL A. TOTTIS3 | 8438 EAST CHAPARRAL ROAD SCOTTSDALE, AZ 85250 | AFLAC | $512 | $89 | $601 | 2.88% |
| SUSAN A. POSADA3 | 3575 NORTH 3RD STREET PHOENIX, AZ 85012 | AFLAC | $218 | — | $218 | 1.04% |
| TYSON DENNIS GABRIEL3 | 7316 WEST CANDLEWOOD WAY FLORENCE, AZ 85132 | AFLAC | $215 | — | $215 | 1.03% |
| PATRICIA J GEE3 Filed as: PATRICIA J. GEE | PO BOX 2334 MESA, AZ 85214 | AFLAC | $117 | — | $117 | 0.56% |
| HAROLD W ELLIOTT LLC3 Filed as: HAROLD W. ELLIOTT, LLC | 15838 SOUTH 1ST AVENUE PHOENIX, AZ 85045 | AFLAC | $100 | — | $100 | 0.48% |
| BRITTON L. JOHNSON AND OTHER AGENTS3 | 1069 W BROAD STREET, SUITE 153 FALLS CHURCH, VA 22046 | AFLAC | $67 | — | $67 | 0.32% |
| LEAVITT GROUP3 Filed as: LEAVITT GROUP BENEFITS SERVICES | 919 NORTH 1ST STREET PHOENIX, AZ 85004 | VISION SERVICE PLAN | $1K | — | $1K | 5.57% |
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 | 176 | 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) | 176 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF ARIZONA | 182 | $1.4M |
| Dental | DELTA DENTAL OF ARIZONA | 188 | $121K |
| Vision(2 contracts, 2 carriers) | BLUE CROSS BLUE SHIELD OF ARIZONA | 182 | $1.5M |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 413 | $187K |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 413 | $187K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 413 | $187K |
| Prescription drug | BLUE CROSS BLUE SHIELD OF ARIZONA | 182 | $1.4M |
| Other(3 contracts, 3 carriers) | BLUE CROSS BLUE SHIELD OF ARIZONA | 413 | $1.6M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 413 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.