| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LEAVITT GROUP3 | 919 NORTH 1ST STREET PHOENIX, AZ 85004 | METROPOLITAN LIFE INSURANCE COMPANY | $23K | $0 | $23K | 12.02% |
| LEAVITT GROUP3 | UNKNOWN TEMPE, AZ 85281 | DELTA DENTAL OF ARIZONA | $5K | $0 | $5K | 3.99% |
| LEAVITT GROUP3 | 2333 WEST UNIVERSITY DRIVE SUITE 103 TEMPE, AZ 85281 | VISION SERVICE PLAN | $1K | $0 | $1K | 5.60% |
| MICHAEL A. TOTTIS3 Filed as: MICHAEL TOTTIS | 8438 EAST CHAPARRAL ROAD SCOTTSDALE, AZ 85250 | AFLAC | $903 | $8 | $911 | 4.71% |
| GLEN GABLE3 | 3521 SOUTH CAMELLIA PLACE CHANDLER, AZ 85248 | AFLAC | $832 | $10 | $842 | 4.36% |
| MJ INSURANCE3 Filed as: JACOB ECHOLS AND VARIOUS AGENTS | 3850 EAST BASELINE ROAD, SUITE 116 MESA, AZ 85206 | AFLAC | $455 | $74 | $529 | 2.74% |
| DAVID R LATTIMER3 Filed as: DAVID LATTIMER | 3029 NORTH SONORAN HILLS MESA, AZ 85207 | AFLAC | $209 | $15 | $224 | 1.16% |
| SUSAN POSADA3 | 3575 NORTH 3RD STREET PHOENIX, AZ 85012 | AFLAC | $201 | $0 | $201 | 1.04% |
| LEAVITT GROUP3 Filed as: LEAVITT GROUP BENEFITS SERVICES | 919 NORTH 1ST STREET PHOENIX, AZ 85004 | AFLAC | $183 | $0 | $183 | 0.95% |
| PATRICIA GEE3 | PO BOX 2334 MESA, AZ 85214 | AFLAC | $112 | $0 | $112 | 0.58% |
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 | 404 | 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) | 404 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF ARIZONA | 183 | $1.2M |
| Dental | DELTA DENTAL OF ARIZONA | 188 | $123K |
| Vision(2 contracts, 2 carriers) | BLUE CROSS BLUE SHIELD OF ARIZONA | 183 | $1.2M |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 404 | $192K |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 404 | $192K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 404 | $192K |
| Prescription drug | BLUE CROSS BLUE SHIELD OF ARIZONA | 183 | $1.2M |
| Other(2 contracts, 2 carriers) | BLUE CROSS BLUE SHIELD OF ARIZONA | 404 | $1.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 404 | — |
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."
No prospect flags tripped on this filing.