| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| GBS ARIZONA INC3 Filed as: GBS ARIZONA INC. | 2333 WEST UNIVERSITY DRIVE SUITE C-103 TEMPE, AZ 85281 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $12K | $0 | $12K | 9.61% |
| GBS ARIZONA INC3 Filed as: GBS ARIZONA INC. | 2333 WEST UNIVERSITY DRIVE SUITE 103 TEMPE, AZ 85281 | DELTA DENTAL OF ARIZONA | $5K | $0 | $5K | 4.00% |
| GBS ARIZONA INC3 Filed as: GBS ARIZONA INC. | 2333 WEST UNIVERSITY DRIVE SUITE 103 TEMPE, AZ 85281 | VISION SERVICE PLAN | $1K | $0 | $1K | 5.47% |
| KAREN MARIE JONES3 | 16211 NORTH SCOTTSDALE ROAD PMB 614 SCOTTSDALE, AZ 85254 | AFLAC | $325 | $33 | $358 | 2.51% |
| MJ INSURANCE3 Filed as: MICHAEL TOTTIS AND VARIOUS AGENTS | 8438 EAST CHAPARRAL ROAD SCOTTSDALE, AZ 85250 | AFLAC | $339 | $13 | $352 | 2.46% |
| GBS ARIZONA INC3 | 2333 WEST UNIVERSITY DRIVE SUITE 103 TEMPE, AZ 85281 | AFLAC | $351 | $0 | $351 | 2.46% |
| GLEN DOUGLAS GABLE3 | 3521 SOUTH CAMELLIA PLACE CHANDLER, AZ 85248 | AFLAC | $222 | $0 | $222 | 1.55% |
| KORI A ALLEN3 Filed as: KORI A. ALLEN | 1621 NORTH SCOTTSDALE ROAD SUITE 614 SCOTTSDALE, AZ 85254 | AFLAC | $144 | $33 | $177 | 1.24% |
| JACOB C ECHOLS3 Filed as: JACOB C. ECHOLS | 3850 EAST BASELINE ROAD SUITE 116 MESA, AZ 85206 | AFLAC | $135 | $0 | $135 | 0.94% |
| ALFREDO N VARGAS3 Filed as: ALFREDO N. VARGAS | 6230 NORTH FLORENCE AVENUE LITCHFIELD PARK, AZ 85340 | AFLAC | $108 | $13 | $121 | 0.85% |
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 | 218 | 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) | 218 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF ARIZONA | 195 | $650K |
| Dental | DELTA DENTAL OF ARIZONA | 177 | $120K |
| Vision | VISION SERVICE PLAN | 149 | $21K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 218 | $124K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 218 | $124K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 218 | $124K |
| Prescription drug | BLUE CROSS BLUE SHIELD OF ARIZONA | 195 | $650K |
| Other(3 contracts, 3 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 296 | $147K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 296 | — |
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.