| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: BENEFIT COMMERCE GROUP | 14300 N NORTHSIGHT BLVD #221 SCOTTSDALE, AZ 85260 | CIGNA HEALTH AND LIFE INSURANCE CO | — | $64K | $64K | 5.01% |
| ANGELONE & ASSOCIATES, INC.3 | 14300 N NORTHSIGHT BLVD #221 SCOTTSDALE, AZ 85260 | CIGNA HEALTH AND LIFE INSURANCE CO | — | $26K | $26K | 2.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: BENEFIT COMMERCE GROUP | 14300 N NORTHSIGHT BLVD #221 SCOTTSDALE, AZ 85260 | PRINCIPAL LIFE INSURANCE CO | $17K | $0 | $17K | 6.22% |
| GARRY LYNN JOHNSON3 | 3850 E BASELINE RD #121 MESA, AZ 85206 | PRINCIPAL LIFE INSURANCE CO | $6K | $0 | $6K | 1.99% |
| TINA MARIE ANGOTTI3 | 2626 N CAMPBELL AVE TUCSON, AZ 85719 | AFLAC | $6K | $212 | $6K | 6.45% |
| TINA MARIE ANGOTTI3 | 1145 W STACEY LN TEMPE, AZ 85284 | AFLAC | $2K | $0 | $2K | 2.35% |
| BRITTON JOHNSON3 Filed as: BRITTON L JOHNSON | 1069 W BROAD ST #153 FALLS CHURCH, VA 22046 | AFLAC | $1K | $41 | $1K | 1.14% |
| MELISSA B BOYLE3 | 14301 N 87TH ST #313 SCOTTSDALE, AZ 85260 | AFLAC | $925 | $42 | $967 | 0.98% |
| KATHY LEE BRIGHT3 | 788 E PEPPER DR CASA GRANDE, AZ 85122 | AFLAC | $854 | $0 | $854 | 0.87% |
| BRYAN TUCKER3 Filed as: BRYAN D TUCKER | 24654 N LAKE PLEASANT PKWY 103-465 PEORIA, AZ 85383 | AFLAC | $822 | $0 | $822 | 0.84% |
| JEFFREY S GIBSON3 | 14301 N 87TH ST #313 SCOTTSDALE, AZ 85260 | AFLAC | $487 | $2 | $489 | 0.50% |
| MARISOL RODRIGUEZ3 | 4411 SOPHIA WAY N LAS VEGAS, NV 89032 | AFLAC | $473 | $0 | $473 | 0.48% |
| LAUREL L HARLOW3 | 3755 N BUSINESS CENTER DR #4 TUCSON, AZ 85705 | AFLAC | $421 | $0 | $421 | 0.43% |
| SCOTT WEBB3 | 2155 W PINNACLE PEAK RD #205 PHOENIX, AZ 85027 | AFLAC | $408 | $0 | $408 | 0.42% |
| PATRICIA J GEE3 | P O BOX 2334 MESA, AZ 85214 | AFLAC | $255 | $0 | $255 | 0.26% |
| LAUREL L HARLOW3 | 4566 N 1ST AVE #140 TUCSON, AZ 85718 | AFLAC | $143 | $0 | $143 | 0.15% |
| DEBORAH L SENN3 | 230 BRIGGS RANCH DR FOLSOM, CA 95630 | AFLAC | $100 | $0 | $100 | 0.10% |
| GREGORY F STENZEL3 | 2302 KNOX WAY MELISSA, TX 75454 | AFLAC | $50 | $0 | $50 | 0.05% |
| HUGH B DEMAREST3 | 746 E EUGIE AVE PHOENIX, AZ 85022 | AFLAC | $37 | $0 | $37 | 0.04% |
| CLAUDIA L FELDMAN3 | 9037 E CASITAS DEL RIO DR SCOTTSDALE, AZ 85255 | AFLAC | $19 | $0 | $19 | 0.02% |
| WAKHAM ENTERPRISES INC3 | 168 S QUARTZ ST GILBERT, AZ 85296 | AFLAC | $18 | $0 | $18 | 0.02% |
| MISC BROKERS - COLONIAL LIFE INS3 Filed as: MISC | — | AFLAC | $17 | $0 | $17 | 0.02% |
| JONAH SCOTT FELDMAN3 | 3453 E TURNBERRY DR GILBERT, AZ 85298 | AFLAC | $15 | $0 | $15 | 0.02% |
| VIRGINIA E FERGUSON3 | 959 HERRONS FERRY RD ROCK HILL, SC 29730 | AFLAC | $14 | $0 | $14 | 0.01% |
| KERI A PARKER3 | 4033 W HELENA DR GLENDALE, AZ 85308 | AFLAC | $13 | $0 | $13 | 0.01% |
| DEBORAH L SENN3 Filed as: DEBORAH SENN | 7292 OLSEN FARM ST LAS VEGAS, NV 89131 | AFLAC | $12 | $0 | $12 | 0.01% |
| RYAN KADAVY3 Filed as: RYAN L KADAVY | 8542 W FOOTHILL DR PEORIA, AZ 85383 | AFLAC | $9 | $0 | $9 | 0.01% |
| LEANN POTTER3 | 445 CANYON DR MESQUITE, NV 89027 | AFLAC | $8 | $0 | $8 | 0.01% |
| APRIL L FARRELL3 | 14301 N 87TH ST #313 SCOTTSDALE, AZ 85260 | AFLAC | $8 | $0 | $8 | 0.01% |
| SHAWN HOLTORF3 | 6234 W DEHREND DR APT 1135 GLENDALE, AZ 85306 | AFLAC | $6 | $0 | $6 | 0.01% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: BENEFIT COMMERCE GROUP | 14300 N NORTHSIGHT BLVD #221 SCOTTSDALE, AZ 85260 | AVESIS INSURANCE INC | $2K | $0 | $2K | 10.00% |
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 | 146 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 146 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | CIGNA HEALTH AND LIFE INSURANCE CO | 130 | $1.3M |
| Dental | PRINCIPAL LIFE INSURANCE CO | 331 | $277K |
| Vision | AVESIS INSURANCE INC | 294 | $17K |
| Life insurance | PRINCIPAL LIFE INSURANCE CO | 331 | $277K |
| Short-term disability | PRINCIPAL LIFE INSURANCE CO | 331 | $277K |
| Long-term disability | PRINCIPAL LIFE INSURANCE CO | 331 | $277K |
| Other | AFLAC | 82 | $98K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 331 | — |
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.