| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARREEL SLATER INSURANCE LLC3 Filed as: MARREEL SLATER INSURANCE, LLC | 7855 SOUTH RIVER PARKWAY CONNEXION SUITE 210 TEMPE, AZ 85284 | BLUE CROSS BLUE SHIELD OF ARIZONA | $107K | — | $107K | 15.46% |
| PATRIOT GROWTH INSURANCE SERVICES3 Filed as: PATRIOT GROWTH INS SERVICES LLC | 7855 SOUTH RIVER PARKWAY SUITE 210 TEMPE, AZ 85284 | CONTINENTAL AMERICAN INSURANCE COMPANY | $35K | — | $35K | 23.50% |
| MARREEL SLATER INSURANCE LLC3 Filed as: MARREEL SLATER INSURANCE, LLC | 7855 SOUTH RIVER PARKWAY SUITE 210 TEMPE, AZ 85284 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $2K | — | $2K | 10.86% |
| MARREEL SLATER INSURANCE LLC3 Filed as: MARREEL SLATER INSURANCE, LLC | 7855 SOUTH RIVER PARKWAY SUITE 210 TEMPE, AZ 85284 | METROPOLITAN PROPERTY AND CASUALTY INSURANCE COM. | $1K | — | $1K | 9.30% |
| MARREEL SLATER INSURANCE LLC3 Filed as: MARREEL SLATER INSURANCE, LLC | 2475 WEST QUEEN CREEK ROAD SUITE 5 CHANDLER, AZ 85248 | METROPOLITAN PROPERTY AND CASUALTY INSURANCE COM. | — | $45 | $45 | 0.29% |
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 | 787 | 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) | 787 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision(2 contracts, 2 carriers) | FIDELITY SECURITY LIFE INSURANCE COMPANY | 1,641 | $18K |
| Life insurance(2 contracts) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 1,124 | $247K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 1,124 | $70K |
| Prescription drug | BLUE CROSS BLUE SHIELD OF ARIZONA | 1,647 | $691K |
| Stop-loss / reinsurancereinsurance | BLUE CROSS BLUE SHIELD OF ARIZONA | 1,647 | $691K |
| Other(7 contracts, 4 carriers) | CONTINENTAL AMERICAN INSURANCE COMPANY | 2,760 | $467K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,760 | — |
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.