| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LEAVITT GROUP3 Filed as: DIXIE LEAVITT AGENCY | 162 NORTH 400 E BLDG C-102 ST GEORGE, UT 84770 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | $4K | $6K | 20.10% |
| LEAVITT GROUP3 Filed as: DIXIE LEAVITT AGENCY | 162 NORTH 400 E BLDG C-102 ST GEORGE, UT 84770 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1K | $2K | $4K | 39.74% |
| LEAVITT GROUP Filed as: DIXIE LEAVITT AGENCY | PO BOX 1744 CEDAR CITY, UT 847211744 | VISION SERVICE PLAN | $291 | $0 | $291 | 3.55% |
| LEAVITT GROUP3 Filed as: DIXIE LEAVITT AGENCY | 162 NORTH 400 E BLDG C-102 ST GEORGE, UT 84770 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $630 | $1K | $2K | 40.79% |
| LEAVITT GROUP3 Filed as: DIXIE LEAVITT AGENCY | 162 NORTH 400 E BLDG C-102 ST GEORGE, UT 84770 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $480 | $898 | $1K | 43.05% |
| LEAVITT GROUP3 Filed as: DIXIE LEAVITT AGENCY | 162 NORTH 400 E BLDG C-102 ST GEORGE, UT 84770 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $190 | $337 | $527 | 41.53% |
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 | 128 | 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) | 128 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF ARIZONA | 0 | $0 |
| Dental | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 101 | $29K |
| Vision | VISION SERVICE PLAN | 97 | $8K |
| Life insurance(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 128 | $4K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 26 | $4K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 128 | $10K |
| Other(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 128 | $4K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 128 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.