| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HALVORSON INSURANCE INC3 | 6131 E GRANT RD TUCSON, AZ 85712 | BLUECROSS BLUESHIELD OF ARIZONA | $33K | — | $33K | 8.11% |
| HELEN HAGARDT3 | 9076 N IRONWOOD MEADOWS DR TUCSON, AZ 85742 | AFLAC | $9K | $308 | $9K | 8.60% |
| SANDRA L SARFF3 | 7090 N ORACLE RD PMB 152 TUCSON, AZ 85704 | AFLAC | $1K | — | $1K | 1.08% |
| MARK HILL3 | PO BOX 85715 TUCSON, AZ 85754 | AFLAC | $979 | $14 | $993 | 0.94% |
| SETH G KNOWLTON3 | PO BOX 68766 TUCSON, AZ 85737 | AFLAC | $857 | $14 | $871 | 0.82% |
| DONALD GREEN3 Filed as: DONALD A GREEN | 1611 W PLACITA GARBO GREEN VALLEY, AZ 85622 | AFLAC | $607 | — | $607 | 0.57% |
| SANDRA L SARFF3 | 7090 N ORACLE RD 178 PMB 152 TUCSON, AZ 85704 | AFLAC | $601 | — | $601 | 0.57% |
| ROBERT BRUCE SOROCK3 | 6260 N CERRADA MORENO TUCSON, AZ 85718 | AFLAC | $387 | — | $387 | 0.37% |
| PREFERRED MARKETING CORP3 | 1194 E LAKEVIEW DR SAN TAN VALLEY, AZ 85143 | AFLAC | $266 | — | $266 | 0.25% |
| BENJAMIN J HAGARDT3 | 9076 N IRONWOOD MEADOWS DR TUCSON, AZ 85742 | AFLAC | $246 | — | $246 | 0.23% |
| ZAKERY ALLEN HARLOW3 | 3204 N ACADEMY BLVD STE 130 COLORADO SPRINGS, CO 80917 | AFLAC | $186 | $48 | $234 | 0.22% |
| JOHN PATTON3 | 13497 EAGLE NEST CT CORONA, CA 92880 | AFLAC | $185 | $38 | $223 | 0.21% |
| NANCY L SIGL3 | 8683 RAWHIDE LN SPC 1 WILTON, CA 95693 | AFLAC | $213 | — | $213 | 0.20% |
| ZAKERY ALLEN HARLOW3 | 2960 N ACADEMY BLVD SUITE 101 COLORADO SPRINGS, CO 80917 | AFLAC | $212 | — | $212 | 0.20% |
| MICHAEL FATHERREE3 | 171 COUNTY ROAD 1559 ALBA, TX 75410 | AFLAC | $148 | — | $148 | 0.14% |
| SARA BRIERY3 Filed as: SARA E BRIERY | 4 MARBURG LN SAVANNAH, GA 31411 | AFLAC | $146 | — | $146 | 0.14% |
| MERLE DALE HALL3 | 5500 W LAKE RIVER LN BOISE, ID 83703 | AFLAC | $110 | — | $110 | 0.10% |
| SCOTT WEBB3 | 12366 W MILTON DR PEORIA, AZ 85383 | AFLAC | $93 | — | $93 | 0.09% |
| NORTH EAST EMPIRE INC3 | 268 E END CTR WILKES BARRE, PA 18702 | AFLAC | $67 | — | $67 | 0.06% |
| DUANE CHARLES FLETCHER3 | PO BOX 21822 MESA, AZ 85277 | AFLAC | $66 | — | $66 | 0.06% |
| CHEYANNA SARFF3 | 3737 W CROMWELL DR TUCSON, AZ 85741 | AFLAC | $66 | — | $66 | 0.06% |
| DEBORAH A BRIGHTSTAR3 | 8019 S QUEEN CREEK DR TUCSON, AZ 85747 | AFLAC | $62 | — | $62 | 0.06% |
| LAUREL L HARLOW3 | 6200 W ROAN PL TUCSON, AZ 85743 | AFLAC | $61 | — | $61 | 0.06% |
| JEANNETTE E FATHERREE3 | 171 COUNTY ROAD 1559 ALBA, TX 75410 | AFLAC | $51 | — | $51 | 0.05% |
| SCOTT WEBB3 | 2155 W PINNACLE PEAK RD STE 205 PHOENIX, AZ 85027 | AFLAC | $47 | — | $47 | 0.04% |
| JACK GATHINGS3 | 7235 S GOLFSIDE LN PHOENIX, AZ 85042 | AFLAC | $45 | — | $45 | 0.04% |
| CHAD P SCHNEIDER3 | 360 W HUBBARD ST APT 1105 CHICAGO, IL 60654 | AFLAC | $25 | — | $25 | 0.02% |
| DAVID R LATTIMER3 | 3029 N SONORAN HILLS MESA, AZ 85207 | AFLAC | $24 | — | $24 | 0.02% |
| JOHN BURLEY3 Filed as: JOHN DOUGLAS BURLEY | 3060 W CALLE LUCINDA TUCSON, AZ 85741 | AFLAC | $19 | — | $19 | 0.02% |
| SHARON MCKELVEY3 Filed as: SHARON I MCKELVEY | 197 N NOTTINGHAM LN LOT 3 PAYSON, AZ 85541 | AFLAC | $18 | — | $18 | 0.02% |
| KRISTI KIM GOODELL3 | 10017 E MOUNTAIN VIEW RD UNIT 1074 SCOTTSDALE, AZ 85258 | AFLAC | $17 | — | $17 | 0.02% |
| JEFFREY A KLEINMAN SR3 | 3420 E SHEA BLVD STE 168 PHOENIX, AZ 85028 | AFLAC | $15 | — | $15 | 0.01% |
| MICHAEL G GLADNICK3 | 3850 E BASELINE RD STE 116 MESA, AZ 85206 | AFLAC | $14 | — | $14 | 0.01% |
| NATALIE MALHAM3 | 3850 E BASELINE RD STE 116 MESA, AZ 85206 | AFLAC | $14 | — | $14 | 0.01% |
| JEFFERY S GIBSON3 | 4805 LAKE BROOK DR STE 220 GLEN ALLEN, VA 23060 | AFLAC | $13 | — | $13 | 0.01% |
| RUTH C KENTIGIAN INC3 | 20660 N 40TH ST UNIT 2166 PHOENIX, AZ 85050 | AFLAC | $11 | — | $11 | 0.01% |
| JULIA ANN COAST3 | 1409 E MALIBU DR TEMPE, AZ 85282 | AFLAC | $7 | — | $7 | 0.01% |
| NORTH EAST EMPIRE INC3 | 8 W BROAD ST STE 720 HAZLETON, PA 18201 | AFLAC | $4 | — | $4 | 0.00% |
| BARBARA ANN MCNAUGHTON3 | 1308 NATURE WALK BLVD SW HUNTSVILLE, AL 35824 | AFLAC | $2 | — | $2 | 0.00% |
| BARBARA ANN MCNAUGHTON3 | 4910 CORPORATE DR NW STE G HUNTSVILLE, AL 35824 | AFLAC | $2 | — | $2 | 0.00% |
| MICHAEL G RYAN3 | 836 HOOSIER PASS PRESCOTT, AZ 86301 | AFLAC | $2 | — | $2 | 0.00% |
| SHAWN HOLTORF3 | 5522 W NORTHWOOD DR GLENDALE, AZ 85310 | AFLAC | $1 | — | $1 | 0.00% |
| JEFFERY S GIBSON3 | 3009 HUNTON COTTAGE LN GLEN ALLEN, VA 23059 | AFLAC | $1 | — | $1 | 0.00% |
| LINDA J DOSS3 | 6556 S VAN BUREN AVE TUCSON, AZ 85756 | AFLAC | $1 | — | $1 | 0.00% |
| CSA GENERAL INSURANCE AGENCY3 | C/O BCBS ATTN CASH CONTROL PHOENIX, AZ 85069 | EYEMED VISION CARE | $2K | — | $2K | 15.97% |
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 | 233 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 233 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUECROSS BLUESHIELD OF ARIZONA | 233 | $407K |
| Vision(2 contracts, 2 carriers) | BLUECROSS BLUESHIELD OF ARIZONA | 233 | $416K |
| Prescription drug | BLUECROSS BLUESHIELD OF ARIZONA | 233 | $407K |
| Stop-loss / reinsurancereinsurance | BLUECROSS BLUESHIELD OF ARIZONA | 233 | $407K |
| Other | AFLAC | 108 | $106K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 233 | — |
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.